Pylon Technologies（688063）株式概要パイロン・テクノロジーズ株式会社は、エネルギー貯蔵システム（ESS）を世界中に提供しています。 詳細688063 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績1/6財務の健全性4/6配当金0/6報酬収益は年間77.4%増加すると予測されています 今年は黒字化を達成 リスク分析CN市場と比較した過去 3 か月間の株価の変動財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る688063 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥76.8075.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-22m25b2016201920222025202620282031Revenue CN¥25.5bEarnings CN¥987.7mAdvancedSet Fair ValueView all narrativesPylon Technologies Co., Ltd. 競合他社Jiangsu Ruitai New Energy MaterialsSymbol: SZSE:301238Market cap: CN¥16.8bMinmetals New Energy Materials(Hunan)Co.LtdSymbol: SHSE:688779Market cap: CN¥18.7bHubei Wanrun New Energy TechnologyLtdSymbol: SHSE:688275Market cap: CN¥17.9bBeijing Easpring Material TechnologyLTDSymbol: SZSE:300073Market cap: CN¥32.7b価格と性能株価の高値、安値、推移の概要Pylon Technologies過去の株価現在の株価CN¥76.8052週高値CN¥88.5052週安値CN¥41.41ベータ0.0421ヶ月の変化-3.05%3ヶ月変化25.88%1年変化80.49%3年間の変化-50.57%5年間の変化-34.82%IPOからの変化-54.30%最新ニュースNew Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.1% 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 (8.1% average weekly change). Large one-off items impacting financial results.Major Estimate Revision • Apr 07Consensus revenue estimates increase by 77%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥4.44b to CN¥7.87b. EPS estimate increased from CN¥2.15 to CN¥3.39 per share. Net income forecast to grow 882% next year vs 45% growth forecast for Electrical industry in China. Consensus price target of CN¥80.00 unchanged from last update. Share price fell 8.7% to CN¥67.87 over the past week.Reported Earnings • Apr 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.35 (up from CN¥0.17 in FY 2024). Revenue: CN¥3.16b (up 58% from FY 2024). Net income: CN¥84.7m (up 106% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 64%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Mar 31Pylon Technologies Co., Ltd., Annual General Meeting, Apr 22, 2026Pylon Technologies Co., Ltd., Annual General Meeting, Apr 22, 2026, at 14:30 China Standard Time. Location: No. 699, Bibo Road, Zhangjiang, Pudong New Area, Shanghai Chinaお知らせ • Mar 30Pylon Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026Pylon Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 204% Paying a dividend despite having no free cash flows. Earnings have declined by 20% per year over the past 5 years.最新情報をもっと見るRecent updatesNew Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.1% 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 (8.1% average weekly change). Large one-off items impacting financial results.Major Estimate Revision • Apr 07Consensus revenue estimates increase by 77%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥4.44b to CN¥7.87b. EPS estimate increased from CN¥2.15 to CN¥3.39 per share. Net income forecast to grow 882% next year vs 45% growth forecast for Electrical industry in China. Consensus price target of CN¥80.00 unchanged from last update. Share price fell 8.7% to CN¥67.87 over the past week.Reported Earnings • Apr 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.35 (up from CN¥0.17 in FY 2024). Revenue: CN¥3.16b (up 58% from FY 2024). Net income: CN¥84.7m (up 106% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 64%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Mar 31Pylon Technologies Co., Ltd., Annual General Meeting, Apr 22, 2026Pylon Technologies Co., Ltd., Annual General Meeting, Apr 22, 2026, at 14:30 China Standard Time. Location: No. 699, Bibo Road, Zhangjiang, Pudong New Area, Shanghai Chinaお知らせ • Mar 30Pylon Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026Pylon Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 204% Paying a dividend despite having no free cash flows. Earnings have declined by 20% per year over the past 5 years.Reported Earnings • Mar 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.35 (up from CN¥0.17 in FY 2024). Revenue: CN¥3.16b (up 57% from FY 2024). Net income: CN¥84.1m (up 105% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 64%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.お知らせ • Dec 26Pylon Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 01, 2026Pylon Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 01, 2026New Risk • Nov 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.4% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 204% Paying a dividend despite having no free cash flows. Minor Risk Large one-off items impacting financial results.Major Estimate Revision • Oct 30Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥3.17b to CN¥3.51b. EPS estimate unchanged at CN¥1.25. Net income forecast to grow 844% next year vs 51% growth forecast for Electrical industry in China. Consensus price target up from CN¥65.50 to CN¥75.50. Share price rose 5.1% to CN¥66.92 over the past week.Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: CN¥0.13 (vs CN¥0.07 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.13 (up from CN¥0.07 in 3Q 2024). Revenue: CN¥863.2m (up 56% from 3Q 2024). Net income: CN¥33.9m (up 94% from 3Q 2024). Profit margin: 3.9% (up from 3.2% in 3Q 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.4% 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 Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 299% Cash payout ratio: 115% Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Large one-off items impacting financial results.お知らせ • Sep 30Pylon Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 24, 2025Pylon Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025Major Estimate Revision • Aug 29Consensus revenue estimates increase by 25%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥2.53b to CN¥3.17b. EPS estimate fell from CN¥1.33 to CN¥1.25. Net income forecast to grow 1,029% next year vs 46% growth forecast for Electrical industry in China. Consensus price target up from CN¥41.33 to CN¥65.50. Share price rose 3.2% to CN¥53.61 over the past week.Reported Earnings • Aug 24Second quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.073 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.23 (up from CN¥0.073 in 2Q 2024). Revenue: CN¥757.1m (up 60% from 2Q 2024). Net income: CN¥52.1m (up 228% from 2Q 2024). Profit margin: 6.9% (up from 3.4% in 2Q 2024). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 23Price target increased by 8.7% to CN¥55.00Up from CN¥50.60, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of CN¥51.94. Stock is up 43% over the past year. The company is forecast to post earnings per share of CN¥1.44 for next year compared to CN¥0.17 last year.お知らせ • Jun 30Pylon Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 22, 2025Pylon Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 22, 2025Price Target Changed • May 13Price target decreased by 11% to CN¥44.86Down from CN¥50.60, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥43.16. Stock is down 21% over the past year. The company is forecast to post earnings per share of CN¥1.33 for next year compared to CN¥0.17 last year.お知らせ • Apr 14Pylon Technologies Co., Ltd., Annual General Meeting, May 06, 2025Pylon Technologies Co., Ltd., Annual General Meeting, May 06, 2025, at 14:00 China Standard Time. Location: No. 699, Bibo Road, Zhangjiang, Pudong New Area, Shanghai ChinaReported Earnings • Apr 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.17 (down from CN¥2.12 in FY 2023). Revenue: CN¥2.00b (down 39% from FY 2023). Net income: CN¥41.1m (down 92% from FY 2023). Profit margin: 2.1% (down from 16% in FY 2023). Revenue missed analyst estimates by 12%. Earnings per share (EPS) exceeded analyst estimates by 2.6%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 35% 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.お知らせ • Mar 28Pylon Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 22, 2025Pylon Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025Reported Earnings • Mar 02Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.17 (down from CN¥2.12 in FY 2023). Revenue: CN¥2.01b (down 39% from FY 2023). Net income: CN¥41.0m (down 92% from FY 2023). Profit margin: 2.0% (down from 16% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) exceeded analyst estimates by 2.6%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.分析記事 • Feb 11Pylon Technologies Co., Ltd.'s (SHSE:688063) Earnings Haven't Escaped The Attention Of InvestorsPylon Technologies Co., Ltd.'s ( SHSE:688063 ) price-to-sales (or "P/S") ratio of 5.9x may look like a poor investment...お知らせ • Dec 27Pylon Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2025Pylon Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2025Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.16 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (up from CN¥0.16 loss in 3Q 2023). Revenue: CN¥552.9m (up 12% from 3Q 2023). Net income: CN¥17.5m (up CN¥55.8m from 3Q 2023). Profit margin: 3.2% (up from net loss in 3Q 2023). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.分析記事 • Oct 09Pylon Technologies Co., Ltd. (SHSE:688063) Looks Just Right With A 56% Price JumpPylon Technologies Co., Ltd. ( SHSE:688063 ) shareholders have had their patience rewarded with a 56% share price jump...お知らせ • Sep 30Pylon Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Pylon Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024New Risk • Sep 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.9% 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 Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).Price Target Changed • Aug 31Price target decreased by 15% to CN¥54.13Down from CN¥63.41, the current price target is an average from 4 analysts. New target price is 31% above last closing price of CN¥41.40. Stock is down 58% over the past year. The company is forecast to post earnings per share of CN¥1.28 for next year compared to CN¥2.12 last year.分析記事 • Aug 26Pylon Technologies Co., Ltd. Just Missed Revenue By 53%: Here's What Analysts Think Will Happen NextInvestors in Pylon Technologies Co., Ltd. ( SHSE:688063 ) had a good week, as its shares rose 7.8% to close at CN¥40.00...Reported Earnings • Aug 24Second quarter 2024 earnings released: EPS: CN¥0.073 (vs CN¥0.94 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.073 (down from CN¥0.94 in 2Q 2023). Revenue: CN¥473.7m (down 34% from 2Q 2023). Net income: CN¥15.9m (down 93% from 2Q 2023). Profit margin: 3.4% (down from 32% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.お知らせ • Jun 29Pylon Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 24, 2024Pylon Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 24, 2024分析記事 • Jun 06The Price Is Right For Pylon Technologies Co., Ltd. (SHSE:688063) Even After Diving 28%Pylon Technologies Co., Ltd. ( SHSE:688063 ) shareholders that were waiting for something to happen have been dealt a...Major Estimate Revision • May 18Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥4.78b to CN¥4.17b. EPS estimate fell from CN¥4.31 to CN¥3.31 per share. Net income forecast to grow 985% next year vs 44% growth forecast for Electrical industry in China. Consensus price target down from CN¥91.18 to CN¥88.93. Share price fell 7.1% to CN¥75.36 over the past week.Major Estimate Revision • May 03Consensus revenue estimates increase by 10%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥4.35b to CN¥4.80b. EPS estimate increased from CN¥3.60 to CN¥4.31 per share. Net income forecast to grow 1,329% next year vs 46% growth forecast for Electrical industry in China. Consensus price target down from CN¥98.65 to CN¥91.18. Share price rose 5.5% to CN¥79.22 over the past week.Price Target Changed • May 01Price target decreased by 7.6% to CN¥91.18Down from CN¥98.65, the current price target is an average from 4 analysts. New target price is 15% above last closing price of CN¥79.22. Stock is down 67% over the past year. The company is forecast to post earnings per share of CN¥4.31 for next year compared to CN¥2.97 last year.分析記事 • Apr 30Earnings Report: Pylon Technologies Co., Ltd. Missed Revenue Estimates By 53%Investors in Pylon Technologies Co., Ltd. ( SHSE:688063 ) had a good week, as its shares rose 7.0% to close at CN¥79.22...Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.02 (vs CN¥2.74 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.02 (down from CN¥2.74 in 1Q 2023). Revenue: CN¥385.6m (down 79% from 1Q 2023). Net income: CN¥4.00m (down 99% from 1Q 2023). Profit margin: 1.0% (down from 25% in 1Q 2023). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.分析記事 • Apr 25Pylon Technologies' (SHSE:688063) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Pylon Technologies Co., Ltd. ( SHSE:688063 ) recently. We did...Major Estimate Revision • Apr 18Consensus EPS estimates fall by 60%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥4.81b to CN¥4.35b. EPS estimate also fell from CN¥9.03 per share to CN¥3.60 per share. Net income forecast to grow 23% next year vs 45% growth forecast for Electrical industry in China. Consensus price target down from CN¥113 to CN¥98.65. Share price fell 11% to CN¥77.78 over the past week.分析記事 • Apr 16Pylon Technologies Co., Ltd. Just Missed EPS By 35%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Pylon Technologies Co., Ltd. ( SHSE:688063 ), given that the company...分析記事 • Apr 15Some Shareholders Feeling Restless Over Pylon Technologies Co., Ltd.'s (SHSE:688063) P/E RatioThere wouldn't be many who think Pylon Technologies Co., Ltd.'s ( SHSE:688063 ) price-to-earnings (or "P/E") ratio of...Reported Earnings • Apr 14Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥2.97 (down from CN¥8.22 in FY 2022). Revenue: CN¥3.30b (down 45% from FY 2022). Net income: CN¥515.6m (down 60% from FY 2022). Profit margin: 16% (down from 21% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Apr 12Pylon Technologies Co., Ltd., Annual General Meeting, May 16, 2024Pylon Technologies Co., Ltd., Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: No. 699, Zhangjiang Bibo Road, Pudong New Area, Shanghai ChinaPrice Target Changed • Apr 12Price target decreased by 14% to CN¥103Down from CN¥119, the current price target is an average from 4 analysts. New target price is 24% above last closing price of CN¥83.30. Stock is down 68% over the past year. The company is forecast to post earnings per share of CN¥10.65 for next year compared to CN¥3.14 last year.お知らせ • Mar 29Pylon Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Pylon Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024分析記事 • Mar 19Returns On Capital Signal Tricky Times Ahead For Pylon Technologies (SHSE:688063)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥99.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥53.53 per share.Reported Earnings • Feb 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥3.14 (down from CN¥8.22 in FY 2022). Revenue: CN¥3.35b (down 44% from FY 2022). Net income: CN¥545.9m (down 57% from FY 2022). Profit margin: 16% (down from 21% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 60% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Feb 20Pylon Technologies Co., Ltd. (SHSE:688063) announces an Equity Buyback for CNY 200 million worth of its shares.Pylon Technologies Co., Ltd. (SHSE:688063) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its shares. The shares will be repurchased at no more than CNY 145.51 per share. The purpose of the program is to use the repurchased shares for equity incentives or employee stock ownership plans. If the company fails to use the repurchased shares for the said purpose within 3 years of completion of the program, the unused shares will be cancelled. The program will be funded from company's own funds. The plan will be valid for 12 months.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥81.79, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥152 per share.New Risk • Jan 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). High level of non-cash earnings (36% accrual ratio). Minor Risks Dividend is not well covered by cash flows (128% cash payout ratio). Shareholders have been diluted in the past year (13% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥112, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.お知らせ • Dec 29Pylon Technologies Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024Pylon Technologies Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: CN¥0.22 loss per share (vs CN¥2.46 profit in 3Q 2022)Third quarter 2023 results: CN¥0.22 loss per share (down from CN¥2.46 profit in 3Q 2022). Revenue: CN¥492.3m (down 71% from 3Q 2022). Net loss: CN¥38.3m (down 110% from profit in 3Q 2022). Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.Major Estimate Revision • Oct 31Consensus revenue estimates fall by 43%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.34b to CN¥4.20b. EPS estimate fell from CN¥9.66 to CN¥5.18 per share. Net income forecast to grow 5.9% next year vs 56% growth forecast for Electrical industry in China. Consensus price target down from CN¥279 to CN¥241. Share price fell 3.7% to CN¥114 over the past week.Price Target Changed • Aug 28Price target decreased by 15% to CN¥297Down from CN¥350, the current price target is an average from 5 analysts. New target price is 120% above last closing price of CN¥135. Stock is down 71% over the past year. The company is forecast to post earnings per share of CN¥11.39 for next year compared to CN¥8.22 last year.Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥1.32 (vs CN¥1.05 in 2Q 2022)Second quarter 2023 results: EPS: CN¥1.32 (up from CN¥1.05 in 2Q 2022). Revenue: CN¥716.3m (down 31% from 2Q 2022). Net income: CN¥231.2m (up 43% from 2Q 2022). Profit margin: 32% (up from 16% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.お知らせ • Aug 25Pylon Technologies Co., Ltd. (SHSE:688063) announces an Equity Buyback for CNY 120 million worth of its shares.Pylon Technologies Co., Ltd. (SHSE:688063) announces a share repurchase program. Under the program, the company will repurchase up to CNY 120 million worth of its shares. The program is valid for 12 months.Buying Opportunity • Jun 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be CN¥239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 80% over the last 3 years. Earnings per share has grown by 69%. Revenue is forecast to grow by 149% in 2 years. Earnings is forecast to grow by 121% in the next 2 years.Buying Opportunity • Jun 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be CN¥241, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 80% over the last 3 years. Earnings per share has grown by 69%. Revenue is forecast to grow by 149% in 2 years. Earnings is forecast to grow by 121% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥213, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Electrical industry in China. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥309 per share.Buying Opportunity • Apr 24Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be CN¥310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 67% over the last 3 years. Earnings per share has grown by 49%. For the next 3 years, revenue is forecast to grow by 39% per annum. Earnings is also forecast to grow by 35% per annum over the same time period.Price Target Changed • Apr 15Price target decreased by 9.9% to CN¥406Down from CN¥451, the current price target is an average from 3 analysts. New target price is 56% above last closing price of CN¥260. Stock is up 75% over the past year. The company is forecast to post earnings per share of CN¥14.84 for next year compared to CN¥8.22 last year.Reported Earnings • Apr 13Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: CN¥8.22 (up from CN¥2.04 in FY 2021). Revenue: CN¥6.01b (up 192% from FY 2021). Net income: CN¥1.27b (up 303% from FY 2021). Profit margin: 21% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electrical industry in China.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥316, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Electrical industry in China. Total returns to shareholders of 60% over the past year.Price Target Changed • Nov 16Price target increased to CN¥345Up from CN¥262, the current price target is an average from 3 analysts. New target price is 11% above last closing price of CN¥310. Stock is up 32% over the past year. The company is forecast to post earnings per share of CN¥5.18 for next year compared to CN¥2.04 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥309, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 19x in the Electrical industry in China. Total returns to shareholders of 41% over the past year.Major Estimate Revision • Oct 26Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from CN¥5.23b to CN¥5.52b. EPS estimate increased from CN¥4.79 to CN¥5.45 per share. Net income forecast to grow 119% next year vs 50% growth forecast for Electrical industry in China. Consensus price target of CN¥345 unchanged from last update. Share price was steady at CN¥395 over the past week.Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: CN¥2.46 (vs CN¥0.62 in 3Q 2021)Third quarter 2022 results: EPS: CN¥2.46 (up from CN¥0.62 in 3Q 2021). Revenue: CN¥1.71b (up 180% from 3Q 2021). Net income: CN¥381.3m (up 296% from 3Q 2021). Profit margin: 22% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Electrical industry in China.Major Estimate Revision • Sep 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥5.25b to CN¥5.06b. EPS estimate rose from CN¥3.88 to CN¥4.45. Net income forecast to grow 142% next year vs 49% growth forecast for Electrical industry in China. Consensus price target up from CN¥262 to CN¥345. Share price fell 6.9% to CN¥419 over the past week.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥1.05 (vs CN¥0.62 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.05 (up from CN¥0.62 in 2Q 2021). Revenue: CN¥1.04b (up 145% from 2Q 2021). Net income: CN¥162.3m (up 70% from 2Q 2021). Profit margin: 16% (down from 23% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 110%, compared to a 55% growth forecast for the Electrical industry in China.お知らせ • Jun 11Pylon Technologies Co., Ltd. announced that it expects to receive CNY 5 billion in fundingPylon Technologies Co., Ltd. announced a private placement of 46,453,359 A Shares for gross proceeds of not more than CNY 5,000,000,000 on June 9, 2022. The transaction will include participation from not more than 35 subscribers will be legal persons, natural persons or other legal investment organizations, securities investment fund management companies, securities companies, and qualified foreign institutions, trust companies. The issue price is not lower than 80% of the company's average stock trading price in the 20 trading days before the pricing reference date. The final issue price will be approved by the Shanghai Stock Exchange after the issuance application is approved by the China Securities Regulatory Commission. The number of shares to be issued does not exceed 30% of the total share capital of 154,844,533 shares before the issuance. The transaction has been reviewed and approved at the 23rd meeting of the second board of directors of the company, and it still needs to be reviewed and approved by the company's shareholders meeting, the Shanghai Stock Exchange and the China Securities Regulatory Commission. The shares to be issued to shall have a lock up period of 6 months from the closing of the transaction.Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥171, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 18x in the Electrical industry in China. Total returns to shareholders of 9.4% over the past year.Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.65 (up from CN¥0.38 in 1Q 2021). Revenue: CN¥814.2m (up 216% from 1Q 2021). Net income: CN¥101.3m (up 71% from 1Q 2021). Profit margin: 12% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 79%, compared to a 51% growth forecast for the industry in China.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥148, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 4.0% over the past year.Reported Earnings • Apr 08Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥2.04. Revenue: CN¥2.06b (up 84% from FY 2020). Net income: CN¥316.2m (up 15% from FY 2020). Profit margin: 15% (down from 25% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 23%, compared to a 66% growth forecast for the industry in China.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥114, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 23x in the Electrical industry in China. Total loss to shareholders of 32% over the past year.Reported Earnings • Feb 27Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥2.04 (down from CN¥2.36 in FY 2020). Revenue: CN¥2.06b (up 84% from FY 2020). Net income: CN¥315.7m (up 15% from FY 2020). Profit margin: 15% (down from 25% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 40%, compared to a 60% growth forecast for the industry in China.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS CN¥0.62 (vs CN¥0.63 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥613.1m (up 95% from 3Q 2020). Net income: CN¥96.3m (up 32% from 3Q 2020). Profit margin: 16% (down from 23% in 3Q 2020). The decrease in margin was driven by higher expenses.Reported Earnings • Aug 23Second quarter 2021 earnings released: EPS CN¥0.62 (vs CN¥0.63 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥424.1m (up 35% from 2Q 2020). Net income: CN¥95.6m (up 31% from 2Q 2020). Profit margin: 23% (in line with 2Q 2020).Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥178, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 25x in the Electrical industry in China.お知らせ • Jan 26Pylon Technologies Co., Ltd. to Report Fiscal Year 2020 Results on Apr 28, 2021Pylon Technologies Co., Ltd. announced that they will report fiscal year 2020 results on Apr 28, 2021株主還元688063CN ElectricalCN 市場7D3.0%0.7%-0.04%1Y80.5%70.2%34.9%株主還元を見る業界別リターン: 688063過去 1 年間で70.2 % の収益を上げたCN Electrical業界を上回りました。リターン対市場: 688063過去 1 年間で34.9 % の収益を上げたCN市場を上回りました。価格変動Is 688063's price volatile compared to industry and market?688063 volatility688063 Average Weekly Movement8.6%Electrical Industry Average Movement7.2%Market Average Movement6.4%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 688063の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 688063の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20093,171Wen Tanwww.pylontech.com.cnパイロン・テクノロジーズ株式会社は、エネルギー貯蔵システム（ESS）を世界中に提供している。住宅用ESSやBESS、商業・産業用蓄電システムを提供している。同社は2009年に法人化され、中国の上海を拠点としている。もっと見るPylon Technologies Co., Ltd. 基礎のまとめPylon Technologies の収益と売上を時価総額と比較するとどうか。688063 基礎統計学時価総額CN¥18.38b収益（TTM）CN¥145.19m売上高(TTM)CN¥3.74b126.6xPER（株価収益率4.9xP/Sレシオ688063 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計688063 損益計算書（TTM）収益CN¥3.74b売上原価CN¥3.04b売上総利益CN¥699.57mその他の費用CN¥554.38m収益CN¥145.19m直近の収益報告Mar 31, 2026次回決算日May 28, 2026一株当たり利益（EPS）0.61グロス・マージン18.69%純利益率3.88%有利子負債／自己資本比率1.8%688063 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.2%現在の配当利回り21%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 10:12終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Pylon Technologies Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Cheng GaoBofA Global ResearchFeng JiChina International Capital Corporation LimitedSherry YeChina Stock Investment Research Co. Ltd. (GZ500..com)3 その他のアナリストを表示
New Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.1% 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 (8.1% average weekly change). Large one-off items impacting financial results.
Major Estimate Revision • Apr 07Consensus revenue estimates increase by 77%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥4.44b to CN¥7.87b. EPS estimate increased from CN¥2.15 to CN¥3.39 per share. Net income forecast to grow 882% next year vs 45% growth forecast for Electrical industry in China. Consensus price target of CN¥80.00 unchanged from last update. Share price fell 8.7% to CN¥67.87 over the past week.
Reported Earnings • Apr 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.35 (up from CN¥0.17 in FY 2024). Revenue: CN¥3.16b (up 58% from FY 2024). Net income: CN¥84.7m (up 106% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 64%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 31Pylon Technologies Co., Ltd., Annual General Meeting, Apr 22, 2026Pylon Technologies Co., Ltd., Annual General Meeting, Apr 22, 2026, at 14:30 China Standard Time. Location: No. 699, Bibo Road, Zhangjiang, Pudong New Area, Shanghai China
お知らせ • Mar 30Pylon Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026Pylon Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 204% Paying a dividend despite having no free cash flows. Earnings have declined by 20% per year over the past 5 years.
New Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.1% 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 (8.1% average weekly change). Large one-off items impacting financial results.
Major Estimate Revision • Apr 07Consensus revenue estimates increase by 77%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥4.44b to CN¥7.87b. EPS estimate increased from CN¥2.15 to CN¥3.39 per share. Net income forecast to grow 882% next year vs 45% growth forecast for Electrical industry in China. Consensus price target of CN¥80.00 unchanged from last update. Share price fell 8.7% to CN¥67.87 over the past week.
Reported Earnings • Apr 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.35 (up from CN¥0.17 in FY 2024). Revenue: CN¥3.16b (up 58% from FY 2024). Net income: CN¥84.7m (up 106% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 64%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 31Pylon Technologies Co., Ltd., Annual General Meeting, Apr 22, 2026Pylon Technologies Co., Ltd., Annual General Meeting, Apr 22, 2026, at 14:30 China Standard Time. Location: No. 699, Bibo Road, Zhangjiang, Pudong New Area, Shanghai China
お知らせ • Mar 30Pylon Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026Pylon Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
New Risk • Mar 27New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 204% Paying a dividend despite having no free cash flows. Earnings have declined by 20% per year over the past 5 years.
Reported Earnings • Mar 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.35 (up from CN¥0.17 in FY 2024). Revenue: CN¥3.16b (up 57% from FY 2024). Net income: CN¥84.1m (up 105% from FY 2024). Profit margin: 2.7% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 64%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 26Pylon Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 01, 2026Pylon Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 01, 2026
New Risk • Nov 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.4% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 204% Paying a dividend despite having no free cash flows. Minor Risk Large one-off items impacting financial results.
Major Estimate Revision • Oct 30Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥3.17b to CN¥3.51b. EPS estimate unchanged at CN¥1.25. Net income forecast to grow 844% next year vs 51% growth forecast for Electrical industry in China. Consensus price target up from CN¥65.50 to CN¥75.50. Share price rose 5.1% to CN¥66.92 over the past week.
Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: CN¥0.13 (vs CN¥0.07 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.13 (up from CN¥0.07 in 3Q 2024). Revenue: CN¥863.2m (up 56% from 3Q 2024). Net income: CN¥33.9m (up 94% from 3Q 2024). Profit margin: 3.9% (up from 3.2% in 3Q 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.4% 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 Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 299% Cash payout ratio: 115% Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Large one-off items impacting financial results.
お知らせ • Sep 30Pylon Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 24, 2025Pylon Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025
Major Estimate Revision • Aug 29Consensus revenue estimates increase by 25%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥2.53b to CN¥3.17b. EPS estimate fell from CN¥1.33 to CN¥1.25. Net income forecast to grow 1,029% next year vs 46% growth forecast for Electrical industry in China. Consensus price target up from CN¥41.33 to CN¥65.50. Share price rose 3.2% to CN¥53.61 over the past week.
Reported Earnings • Aug 24Second quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.073 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.23 (up from CN¥0.073 in 2Q 2024). Revenue: CN¥757.1m (up 60% from 2Q 2024). Net income: CN¥52.1m (up 228% from 2Q 2024). Profit margin: 6.9% (up from 3.4% in 2Q 2024). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 23Price target increased by 8.7% to CN¥55.00Up from CN¥50.60, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of CN¥51.94. Stock is up 43% over the past year. The company is forecast to post earnings per share of CN¥1.44 for next year compared to CN¥0.17 last year.
お知らせ • Jun 30Pylon Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 22, 2025Pylon Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 22, 2025
Price Target Changed • May 13Price target decreased by 11% to CN¥44.86Down from CN¥50.60, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥43.16. Stock is down 21% over the past year. The company is forecast to post earnings per share of CN¥1.33 for next year compared to CN¥0.17 last year.
お知らせ • Apr 14Pylon Technologies Co., Ltd., Annual General Meeting, May 06, 2025Pylon Technologies Co., Ltd., Annual General Meeting, May 06, 2025, at 14:00 China Standard Time. Location: No. 699, Bibo Road, Zhangjiang, Pudong New Area, Shanghai China
Reported Earnings • Apr 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.17 (down from CN¥2.12 in FY 2023). Revenue: CN¥2.00b (down 39% from FY 2023). Net income: CN¥41.1m (down 92% from FY 2023). Profit margin: 2.1% (down from 16% in FY 2023). Revenue missed analyst estimates by 12%. Earnings per share (EPS) exceeded analyst estimates by 2.6%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 35% 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.
お知らせ • Mar 28Pylon Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 22, 2025Pylon Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025
Reported Earnings • Mar 02Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.17 (down from CN¥2.12 in FY 2023). Revenue: CN¥2.01b (down 39% from FY 2023). Net income: CN¥41.0m (down 92% from FY 2023). Profit margin: 2.0% (down from 16% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) exceeded analyst estimates by 2.6%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 11Pylon Technologies Co., Ltd.'s (SHSE:688063) Earnings Haven't Escaped The Attention Of InvestorsPylon Technologies Co., Ltd.'s ( SHSE:688063 ) price-to-sales (or "P/S") ratio of 5.9x may look like a poor investment...
お知らせ • Dec 27Pylon Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2025Pylon Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2025
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.16 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (up from CN¥0.16 loss in 3Q 2023). Revenue: CN¥552.9m (up 12% from 3Q 2023). Net income: CN¥17.5m (up CN¥55.8m from 3Q 2023). Profit margin: 3.2% (up from net loss in 3Q 2023). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
分析記事 • Oct 09Pylon Technologies Co., Ltd. (SHSE:688063) Looks Just Right With A 56% Price JumpPylon Technologies Co., Ltd. ( SHSE:688063 ) shareholders have had their patience rewarded with a 56% share price jump...
お知らせ • Sep 30Pylon Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Pylon Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
New Risk • Sep 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.9% 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 Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
Price Target Changed • Aug 31Price target decreased by 15% to CN¥54.13Down from CN¥63.41, the current price target is an average from 4 analysts. New target price is 31% above last closing price of CN¥41.40. Stock is down 58% over the past year. The company is forecast to post earnings per share of CN¥1.28 for next year compared to CN¥2.12 last year.
分析記事 • Aug 26Pylon Technologies Co., Ltd. Just Missed Revenue By 53%: Here's What Analysts Think Will Happen NextInvestors in Pylon Technologies Co., Ltd. ( SHSE:688063 ) had a good week, as its shares rose 7.8% to close at CN¥40.00...
Reported Earnings • Aug 24Second quarter 2024 earnings released: EPS: CN¥0.073 (vs CN¥0.94 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.073 (down from CN¥0.94 in 2Q 2023). Revenue: CN¥473.7m (down 34% from 2Q 2023). Net income: CN¥15.9m (down 93% from 2Q 2023). Profit margin: 3.4% (down from 32% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.
お知らせ • Jun 29Pylon Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 24, 2024Pylon Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 24, 2024
分析記事 • Jun 06The Price Is Right For Pylon Technologies Co., Ltd. (SHSE:688063) Even After Diving 28%Pylon Technologies Co., Ltd. ( SHSE:688063 ) shareholders that were waiting for something to happen have been dealt a...
Major Estimate Revision • May 18Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥4.78b to CN¥4.17b. EPS estimate fell from CN¥4.31 to CN¥3.31 per share. Net income forecast to grow 985% next year vs 44% growth forecast for Electrical industry in China. Consensus price target down from CN¥91.18 to CN¥88.93. Share price fell 7.1% to CN¥75.36 over the past week.
Major Estimate Revision • May 03Consensus revenue estimates increase by 10%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥4.35b to CN¥4.80b. EPS estimate increased from CN¥3.60 to CN¥4.31 per share. Net income forecast to grow 1,329% next year vs 46% growth forecast for Electrical industry in China. Consensus price target down from CN¥98.65 to CN¥91.18. Share price rose 5.5% to CN¥79.22 over the past week.
Price Target Changed • May 01Price target decreased by 7.6% to CN¥91.18Down from CN¥98.65, the current price target is an average from 4 analysts. New target price is 15% above last closing price of CN¥79.22. Stock is down 67% over the past year. The company is forecast to post earnings per share of CN¥4.31 for next year compared to CN¥2.97 last year.
分析記事 • Apr 30Earnings Report: Pylon Technologies Co., Ltd. Missed Revenue Estimates By 53%Investors in Pylon Technologies Co., Ltd. ( SHSE:688063 ) had a good week, as its shares rose 7.0% to close at CN¥79.22...
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.02 (vs CN¥2.74 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.02 (down from CN¥2.74 in 1Q 2023). Revenue: CN¥385.6m (down 79% from 1Q 2023). Net income: CN¥4.00m (down 99% from 1Q 2023). Profit margin: 1.0% (down from 25% in 1Q 2023). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
分析記事 • Apr 25Pylon Technologies' (SHSE:688063) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Pylon Technologies Co., Ltd. ( SHSE:688063 ) recently. We did...
Major Estimate Revision • Apr 18Consensus EPS estimates fall by 60%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥4.81b to CN¥4.35b. EPS estimate also fell from CN¥9.03 per share to CN¥3.60 per share. Net income forecast to grow 23% next year vs 45% growth forecast for Electrical industry in China. Consensus price target down from CN¥113 to CN¥98.65. Share price fell 11% to CN¥77.78 over the past week.
分析記事 • Apr 16Pylon Technologies Co., Ltd. Just Missed EPS By 35%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Pylon Technologies Co., Ltd. ( SHSE:688063 ), given that the company...
分析記事 • Apr 15Some Shareholders Feeling Restless Over Pylon Technologies Co., Ltd.'s (SHSE:688063) P/E RatioThere wouldn't be many who think Pylon Technologies Co., Ltd.'s ( SHSE:688063 ) price-to-earnings (or "P/E") ratio of...
Reported Earnings • Apr 14Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥2.97 (down from CN¥8.22 in FY 2022). Revenue: CN¥3.30b (down 45% from FY 2022). Net income: CN¥515.6m (down 60% from FY 2022). Profit margin: 16% (down from 21% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Apr 12Pylon Technologies Co., Ltd., Annual General Meeting, May 16, 2024Pylon Technologies Co., Ltd., Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: No. 699, Zhangjiang Bibo Road, Pudong New Area, Shanghai China
Price Target Changed • Apr 12Price target decreased by 14% to CN¥103Down from CN¥119, the current price target is an average from 4 analysts. New target price is 24% above last closing price of CN¥83.30. Stock is down 68% over the past year. The company is forecast to post earnings per share of CN¥10.65 for next year compared to CN¥3.14 last year.
お知らせ • Mar 29Pylon Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Pylon Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
分析記事 • Mar 19Returns On Capital Signal Tricky Times Ahead For Pylon Technologies (SHSE:688063)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥99.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥53.53 per share.
Reported Earnings • Feb 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥3.14 (down from CN¥8.22 in FY 2022). Revenue: CN¥3.35b (down 44% from FY 2022). Net income: CN¥545.9m (down 57% from FY 2022). Profit margin: 16% (down from 21% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 60% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Feb 20Pylon Technologies Co., Ltd. (SHSE:688063) announces an Equity Buyback for CNY 200 million worth of its shares.Pylon Technologies Co., Ltd. (SHSE:688063) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its shares. The shares will be repurchased at no more than CNY 145.51 per share. The purpose of the program is to use the repurchased shares for equity incentives or employee stock ownership plans. If the company fails to use the repurchased shares for the said purpose within 3 years of completion of the program, the unused shares will be cancelled. The program will be funded from company's own funds. The plan will be valid for 12 months.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥81.79, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥152 per share.
New Risk • Jan 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). High level of non-cash earnings (36% accrual ratio). Minor Risks Dividend is not well covered by cash flows (128% cash payout ratio). Shareholders have been diluted in the past year (13% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥112, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.
お知らせ • Dec 29Pylon Technologies Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024Pylon Technologies Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: CN¥0.22 loss per share (vs CN¥2.46 profit in 3Q 2022)Third quarter 2023 results: CN¥0.22 loss per share (down from CN¥2.46 profit in 3Q 2022). Revenue: CN¥492.3m (down 71% from 3Q 2022). Net loss: CN¥38.3m (down 110% from profit in 3Q 2022). Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.
Major Estimate Revision • Oct 31Consensus revenue estimates fall by 43%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.34b to CN¥4.20b. EPS estimate fell from CN¥9.66 to CN¥5.18 per share. Net income forecast to grow 5.9% next year vs 56% growth forecast for Electrical industry in China. Consensus price target down from CN¥279 to CN¥241. Share price fell 3.7% to CN¥114 over the past week.
Price Target Changed • Aug 28Price target decreased by 15% to CN¥297Down from CN¥350, the current price target is an average from 5 analysts. New target price is 120% above last closing price of CN¥135. Stock is down 71% over the past year. The company is forecast to post earnings per share of CN¥11.39 for next year compared to CN¥8.22 last year.
Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥1.32 (vs CN¥1.05 in 2Q 2022)Second quarter 2023 results: EPS: CN¥1.32 (up from CN¥1.05 in 2Q 2022). Revenue: CN¥716.3m (down 31% from 2Q 2022). Net income: CN¥231.2m (up 43% from 2Q 2022). Profit margin: 32% (up from 16% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.
お知らせ • Aug 25Pylon Technologies Co., Ltd. (SHSE:688063) announces an Equity Buyback for CNY 120 million worth of its shares.Pylon Technologies Co., Ltd. (SHSE:688063) announces a share repurchase program. Under the program, the company will repurchase up to CNY 120 million worth of its shares. The program is valid for 12 months.
Buying Opportunity • Jun 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be CN¥239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 80% over the last 3 years. Earnings per share has grown by 69%. Revenue is forecast to grow by 149% in 2 years. Earnings is forecast to grow by 121% in the next 2 years.
Buying Opportunity • Jun 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be CN¥241, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 80% over the last 3 years. Earnings per share has grown by 69%. Revenue is forecast to grow by 149% in 2 years. Earnings is forecast to grow by 121% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥213, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Electrical industry in China. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥309 per share.
Buying Opportunity • Apr 24Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be CN¥310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 67% over the last 3 years. Earnings per share has grown by 49%. For the next 3 years, revenue is forecast to grow by 39% per annum. Earnings is also forecast to grow by 35% per annum over the same time period.
Price Target Changed • Apr 15Price target decreased by 9.9% to CN¥406Down from CN¥451, the current price target is an average from 3 analysts. New target price is 56% above last closing price of CN¥260. Stock is up 75% over the past year. The company is forecast to post earnings per share of CN¥14.84 for next year compared to CN¥8.22 last year.
Reported Earnings • Apr 13Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: CN¥8.22 (up from CN¥2.04 in FY 2021). Revenue: CN¥6.01b (up 192% from FY 2021). Net income: CN¥1.27b (up 303% from FY 2021). Profit margin: 21% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electrical industry in China.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥316, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Electrical industry in China. Total returns to shareholders of 60% over the past year.
Price Target Changed • Nov 16Price target increased to CN¥345Up from CN¥262, the current price target is an average from 3 analysts. New target price is 11% above last closing price of CN¥310. Stock is up 32% over the past year. The company is forecast to post earnings per share of CN¥5.18 for next year compared to CN¥2.04 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥309, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 19x in the Electrical industry in China. Total returns to shareholders of 41% over the past year.
Major Estimate Revision • Oct 26Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from CN¥5.23b to CN¥5.52b. EPS estimate increased from CN¥4.79 to CN¥5.45 per share. Net income forecast to grow 119% next year vs 50% growth forecast for Electrical industry in China. Consensus price target of CN¥345 unchanged from last update. Share price was steady at CN¥395 over the past week.
Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: CN¥2.46 (vs CN¥0.62 in 3Q 2021)Third quarter 2022 results: EPS: CN¥2.46 (up from CN¥0.62 in 3Q 2021). Revenue: CN¥1.71b (up 180% from 3Q 2021). Net income: CN¥381.3m (up 296% from 3Q 2021). Profit margin: 22% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Electrical industry in China.
Major Estimate Revision • Sep 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥5.25b to CN¥5.06b. EPS estimate rose from CN¥3.88 to CN¥4.45. Net income forecast to grow 142% next year vs 49% growth forecast for Electrical industry in China. Consensus price target up from CN¥262 to CN¥345. Share price fell 6.9% to CN¥419 over the past week.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥1.05 (vs CN¥0.62 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.05 (up from CN¥0.62 in 2Q 2021). Revenue: CN¥1.04b (up 145% from 2Q 2021). Net income: CN¥162.3m (up 70% from 2Q 2021). Profit margin: 16% (down from 23% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 110%, compared to a 55% growth forecast for the Electrical industry in China.
お知らせ • Jun 11Pylon Technologies Co., Ltd. announced that it expects to receive CNY 5 billion in fundingPylon Technologies Co., Ltd. announced a private placement of 46,453,359 A Shares for gross proceeds of not more than CNY 5,000,000,000 on June 9, 2022. The transaction will include participation from not more than 35 subscribers will be legal persons, natural persons or other legal investment organizations, securities investment fund management companies, securities companies, and qualified foreign institutions, trust companies. The issue price is not lower than 80% of the company's average stock trading price in the 20 trading days before the pricing reference date. The final issue price will be approved by the Shanghai Stock Exchange after the issuance application is approved by the China Securities Regulatory Commission. The number of shares to be issued does not exceed 30% of the total share capital of 154,844,533 shares before the issuance. The transaction has been reviewed and approved at the 23rd meeting of the second board of directors of the company, and it still needs to be reviewed and approved by the company's shareholders meeting, the Shanghai Stock Exchange and the China Securities Regulatory Commission. The shares to be issued to shall have a lock up period of 6 months from the closing of the transaction.
Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥171, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 18x in the Electrical industry in China. Total returns to shareholders of 9.4% over the past year.
Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.65 (up from CN¥0.38 in 1Q 2021). Revenue: CN¥814.2m (up 216% from 1Q 2021). Net income: CN¥101.3m (up 71% from 1Q 2021). Profit margin: 12% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 79%, compared to a 51% growth forecast for the industry in China.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥148, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 4.0% over the past year.
Reported Earnings • Apr 08Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥2.04. Revenue: CN¥2.06b (up 84% from FY 2020). Net income: CN¥316.2m (up 15% from FY 2020). Profit margin: 15% (down from 25% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 23%, compared to a 66% growth forecast for the industry in China.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥114, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 23x in the Electrical industry in China. Total loss to shareholders of 32% over the past year.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥2.04 (down from CN¥2.36 in FY 2020). Revenue: CN¥2.06b (up 84% from FY 2020). Net income: CN¥315.7m (up 15% from FY 2020). Profit margin: 15% (down from 25% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 40%, compared to a 60% growth forecast for the industry in China.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS CN¥0.62 (vs CN¥0.63 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥613.1m (up 95% from 3Q 2020). Net income: CN¥96.3m (up 32% from 3Q 2020). Profit margin: 16% (down from 23% in 3Q 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • Aug 23Second quarter 2021 earnings released: EPS CN¥0.62 (vs CN¥0.63 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥424.1m (up 35% from 2Q 2020). Net income: CN¥95.6m (up 31% from 2Q 2020). Profit margin: 23% (in line with 2Q 2020).
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥178, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 25x in the Electrical industry in China.
お知らせ • Jan 26Pylon Technologies Co., Ltd. to Report Fiscal Year 2020 Results on Apr 28, 2021Pylon Technologies Co., Ltd. announced that they will report fiscal year 2020 results on Apr 28, 2021
