View Financial HealthSuzhou Recodeal Interconnect SystemLtd 配当と自社株買い配当金 基準チェック /16Suzhou Recodeal Interconnect SystemLtd配当を支払う会社であり、現在の利回りは0.37%で、収益によって十分にカバーされています。主要情報0.4%配当利回り-5.9%バイバック利回り総株主利回り-5.5%将来の配当利回り1.2%配当成長11.1%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向22%最近の配当と自社株買いの更新Declared Dividend • May 28Dividend increased to CN¥0.35Dividend of CN¥0.35 is 250% higher than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 11Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces an Equity Buyback for 1,100,000 shares, for CNY 66 million.Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces a share repurchase program. Under the program, the company will repurchase up to 1,100,000 shares, for CNY 66 million worth of shares. The shares will be repurchased at a price of not more than CNY 60 per share. The shares purchased will be used for the equity incentives or employee stock ownership plans. The program will be valid till 12 months.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥47.30, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 19x in the Electrical industry in China. Total returns to shareholders of 77% over the past three years.New Risk • Jul 30New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥67.80, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 19x in the Electrical industry in China. Total returns to shareholders of 141% over the past three years.お知らせ • Jun 30Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2026 Results on Aug 25, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2026 results on Aug 25, 2026Major Estimate Revision • Jun 18Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from CN¥1.59 to CN¥1.92. Revenue forecast unchanged at CN¥4.34b. Net income forecast to grow 72% next year vs 59% growth forecast for Electrical industry in China. Consensus price target up from CN¥71.30 to CN¥82.77. Share price rose 23% to CN¥97.22 over the past week.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to CN¥88.96, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 23x in the Electrical industry in China. Total returns to shareholders of 107% over the past three years.Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥105, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 26x in the Electrical industry in China. Total returns to shareholders of 181% over the past three years.お知らせ • Apr 21Suzhou Recodeal Interconnect System Co.,Ltd announced that it expects to receive CNY 300 million in fundingSuzhou Recodeal Interconnect System Co.,Ltd has announced private placement to issue A shares not more than 30% of total share capital at an issue price of not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds not more then CNY 300,000,000 on April 20, 2026. The transaction will include investor participation not more than 35 investors. The transaction is approved by 4th directorate in 30th meeting of proposal about submitting a proposal to the shareholders meeting to authorize the directorate to Implement a simplified private placement of shares. The transaction is subject to approval of company’s annual shareholders. All the securities issued in the offering is subject to a hold period of 6 months from date of issuance.Reported Earnings • Apr 21Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥1.46 (up from CN¥0.85 in FY 2024). Revenue: CN¥3.15b (up 31% from FY 2024). Net income: CN¥299.1m (up 71% from FY 2024). Profit margin: 9.5% (up from 7.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 2.7%. Revenue is forecast to grow 27% 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, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 21Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2026Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2026, at 14:30 China Standard Time. Location: 2F, No. 88, Wupushang Road, Wuzhong District, Suzhou, Jiangsu ChinaValuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥95.70, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 26x in the Electrical industry in China. Total returns to shareholders of 113% over the past three years.お知らせ • Mar 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2026 Results on Apr 29, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2026 results on Apr 29, 2026Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.00, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 27x in the Electrical industry in China. Total returns to shareholders of 75% over the past three years.お知らせ • Dec 26Suzhou Recodeal Interconnect System Co.,Ltd to Report Fiscal Year 2025 Results on Apr 21, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report fiscal year 2025 results on Apr 21, 2026Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥86.77, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 24x in the Electrical industry in China. Total returns to shareholders of 43% over the past three years.Major Estimate Revision • Nov 12Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥1.35 to CN¥1.57. Revenue forecast steady at CN¥3.20b. Net income forecast to grow 24% next year vs 53% growth forecast for Electrical industry in China. Consensus price target up from CN¥66.48 to CN¥73.73. Share price rose 4.1% to CN¥75.69 over the past week.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.37 (vs CN¥0.20 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.37 (up from CN¥0.20 in 3Q 2024). Revenue: CN¥796.4m (up 26% from 3Q 2024). Net income: CN¥76.0m (up 85% from 3Q 2024). Profit margin: 9.5% (up from 6.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% 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 2% per year whereas the company’s share price has increased by 4% per year.お知らせ • Sep 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q3, 2025 Results on Oct 30, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q3, 2025 results on Oct 30, 2025Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥82.10, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 23x in the Electrical industry in China. Total returns to shareholders of 11% over the past three years.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥77.80, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 21x in the Electrical industry in China. Negligible returns to shareholders over past three years.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥64.10, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 20x in the Electrical industry in China. Total loss to shareholders of 14% over the past three years.お知らせ • Jun 30Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2025 Results on Aug 29, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2025 results on Aug 29, 2025Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥47.69, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥38.19 per share.Declared Dividend • May 28Dividend increased to CN¥0.35Dividend of CN¥0.35 is 250% higher than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Buy Or Sell Opportunity • Apr 30Now 21% overvaluedOver the last 90 days, the stock has fallen 27% to CN¥49.41. The fair value is estimated to be CN¥40.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Reported Earnings • Apr 15Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥1.11 (up from CN¥0.86 in FY 2023). Revenue: CN¥2.41b (up 55% from FY 2023). Net income: CN¥175.3m (up 28% from FY 2023). Profit margin: 7.3% (down from 8.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 18% 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 12% per year whereas the company’s share price has fallen by 13% per year.お知らせ • Apr 15Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2025Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2025, at 14:30 China Standard Time. Location: 2F, Building A, No. 998, Songjia Road, Wusongjiang Science and Technology Industrial Park, Wuzhong District, Suzhou, Jiangsu ChinaBuy Or Sell Opportunity • Apr 07Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 43% to CN¥37.16. The fair value is estimated to be CN¥50.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.お知らせ • Mar 28Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2025 Results on Apr 29, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2025 results on Apr 29, 2025Reported Earnings • Mar 03Full year 2024 earnings released: EPS: CN¥1.10 (vs CN¥0.86 in FY 2023)Full year 2024 results: EPS: CN¥1.10 (up from CN¥0.86 in FY 2023). Revenue: CN¥2.41b (up 55% from FY 2023). Net income: CN¥172.9m (up 26% from FY 2023). Profit margin: 7.2% (down from 8.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% 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 12% per year whereas the company’s share price has fallen by 8% per year.分析記事 • Mar 02We Think Suzhou Recodeal Interconnect SystemLtd (SHSE:688800) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥51.30, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 21x in the Electrical industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥51.83 per share.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥69.70, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 20x in the Electrical industry in China. Total loss to shareholders of 4.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥51.69 per share.Buy Or Sell Opportunity • Feb 11Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 63% to CN¥70.40. The fair value is estimated to be CN¥54.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 111% in the next 2 years.分析記事 • Jan 31Market Participants Recognise Suzhou Recodeal Interconnect System Co.,Ltd's (SHSE:688800) Earnings Pushing Shares 35% HigherSuzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shares have continued their recent momentum with a 35% gain...Buy Or Sell Opportunity • Jan 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 92% to CN¥69.09. The fair value is estimated to be CN¥55.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CN¥65.00, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥55.46 per share.お知らせ • Dec 27Suzhou Recodeal Interconnect System Co.,Ltd to Report Fiscal Year 2024 Results on Apr 15, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report fiscal year 2024 results on Apr 15, 2025Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥48.90, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥55.37 per share.分析記事 • Dec 16Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) Looks Just Right With A 39% Price JumpDespite an already strong run, Suzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shares have been powering...Buy Or Sell Opportunity • Dec 04Now 22% undervaluedOver the last 90 days, the stock has risen 99% to CN¥43.00. The fair value is estimated to be CN¥55.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 96% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥44.57, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 20x in the Electrical industry in China. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥54.82 per share.分析記事 • Dec 02Investors Could Be Concerned With Suzhou Recodeal Interconnect SystemLtd's (SHSE:688800) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Nov 12Now 23% undervaluedOver the last 90 days, the stock has risen 86% to CN¥43.30. The fair value is estimated to be CN¥56.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥36.17, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.20 per share.Price Target Changed • Oct 29Price target increased by 11% to CN¥36.00Up from CN¥32.49, the current price target is an average from 5 analysts. New target price is 14% below last closing price of CN¥41.71. Stock is up 5.9% over the past year. The company is forecast to post earnings per share of CN¥1.07 for next year compared to CN¥0.86 last year.分析記事 • Oct 28We Think Suzhou Recodeal Interconnect SystemLtd (SHSE:688800) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.12 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.12 in 3Q 2023). Revenue: CN¥631.3m (up 61% from 3Q 2023). Net income: CN¥41.0m (up 41% from 3Q 2023). Profit margin: 6.5% (down from 7.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% 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 6% per year whereas the company’s share price has fallen by 11% per year.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥35.75, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 30% over the past three years.分析記事 • Oct 02A Piece Of The Puzzle Missing From Suzhou Recodeal Interconnect System Co.,Ltd's (SHSE:688800) 35% Share Price ClimbSuzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shareholders would be excited to see that the share price...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 High level of non-cash earnings (44% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (7.2% net profit margin).お知らせ • Sep 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q3, 2024 Results on Oct 25, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q3, 2024 results on Oct 25, 2024Major Estimate Revision • Sep 29Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥2.19b to CN¥2.15b. EPS estimate also fell from CN¥1.30 per share to CN¥1.13 per share. Net income forecast to grow 63% next year vs 42% growth forecast for Electrical industry in China. Consensus price target down from CN¥34.89 to CN¥32.49. Share price rose 21% to CN¥24.00 over the past week.Price Target Changed • Sep 27Price target decreased by 12% to CN¥32.49Down from CN¥36.77, the current price target is an average from 5 analysts. New target price is 35% above last closing price of CN¥24.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥1.13 for next year compared to CN¥0.86 last year.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥24.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 50% over the past three years.Price Target Changed • Aug 22Price target decreased by 11% to CN¥34.89Down from CN¥39.21, the current price target is an average from 5 analysts. New target price is 62% above last closing price of CN¥21.50. Stock is down 49% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.86 last year.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.31 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.31 in 2Q 2023). Revenue: CN¥495.7m (up 55% from 2Q 2023). Net income: CN¥23.3m (down 8.6% from 2Q 2023). Profit margin: 4.7% (down from 8.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% 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 3% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • Jun 28Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2024 Results on Aug 22, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2024 results on Aug 22, 2024分析記事 • Jun 26Returns On Capital At Suzhou Recodeal Interconnect SystemLtd (SHSE:688800) Paint A Concerning PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Price Target Changed • May 15Price target decreased by 7.0% to CN¥36.46Down from CN¥39.21, the current price target is an average from 4 analysts. New target price is 26% above last closing price of CN¥28.93. Stock is down 45% over the past year. The company is forecast to post earnings per share of CN¥1.37 for next year compared to CN¥0.86 last year.分析記事 • May 02Growth Investors: Industry Analysts Just Upgraded Their Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) Revenue Forecasts By 11%Celebrations may be in order for Suzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shareholders, with the...Major Estimate Revision • May 02Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥1.90b to CN¥2.11b. EPS estimate unchanged from CN¥1.31 at last update. Electrical industry in China expected to see average net income growth of 45% next year. Consensus price target down from CN¥40.99 to CN¥39.21. Share price rose 7.4% to CN¥31.10 over the past week.分析記事 • May 01Suzhou Recodeal Interconnect SystemLtd's (SHSE:688800) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Suzhou Recodeal Interconnect System Co.,Ltd's ( SHSE:688800 ) recent earnings report having lackluster headline...Major Estimate Revision • Apr 24Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥1.80b to CN¥1.90b. EPS estimate increased from CN¥0.98 to CN¥1.12 per share. Net income forecast to grow 29% next year vs 45% growth forecast for Electrical industry in China. Consensus price target down from CN¥45.82 to CN¥40.99. Share price rose 8.5% to CN¥28.00 over the past week.お知らせ • Apr 19Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 09, 2024Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 09, 2024, at 14:30 China Standard Time. Location: 2F, Building A, No. 998, Songjia Road, Wusongjiang Science and Technology Industrial Park, Wuzhong District, Suzhou, Jiangsu ChinaReported Earnings • Apr 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.86 (down from CN¥1.65 in FY 2022). Revenue: CN¥1.55b (down 4.3% from FY 2022). Net income: CN¥136.8m (down 46% from FY 2022). Profit margin: 8.8% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥24.32, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 59% over the past year.お知らせ • Mar 29Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024Major Estimate Revision • Mar 07Consensus revenue estimates decrease by 22%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥2.30b to CN¥1.80b. EPS estimate unchanged from CN¥2.06 per share at last update. Electrical industry in China expected to see average net income growth of 48% next year. Consensus price target down from CN¥48.32 to CN¥45.82. Share price fell 3.0% to CN¥27.90 over the past week.分析記事 • Mar 06Suzhou Recodeal Interconnect System Co.,Ltd's (SHSE:688800) Shares Leap 37% Yet They're Still Not Telling The Full StorySuzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shareholders are no doubt pleased to see that the share...Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥30.19, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 57% over the past year.分析記事 • Feb 27Returns At Suzhou Recodeal Interconnect SystemLtd (SHSE:688800) Appear To Be Weighed DownIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Reported Earnings • Feb 07Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.90 (down from CN¥1.65 in FY 2022). Revenue: CN¥1.56b (down 4.2% from FY 2022). Net income: CN¥142.1m (down 44% from FY 2022). Profit margin: 9.1% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electrical industry in China.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥25.65, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 68% over the past year.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥33.80, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 53% over the past year.Price Target Changed • Dec 21Price target decreased by 9.6% to CN¥51.82Down from CN¥57.34, the current price target is an average from 4 analysts. New target price is 34% above last closing price of CN¥38.75. Stock is down 49% over the past year. The company is forecast to post earnings per share of CN¥0.97 for next year compared to CN¥1.65 last year.New Risk • Dec 12New 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 8.0% 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 (8.0% average weekly change). High level of non-cash earnings (48% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (10% net profit margin).Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥47.83, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 38% over the past year.Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.46 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.46 in 3Q 2022). Revenue: CN¥392.4m (down 8.8% from 3Q 2022). Net income: CN¥29.3m (down 59% from 3Q 2022). Profit margin: 7.5% (down from 17% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electrical industry in China.お知らせ • Oct 11Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces an Equity Buyback for 1,100,000 shares, for CNY 66 million.Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces a share repurchase program. Under the program, the company will repurchase up to 1,100,000 shares, for CNY 66 million worth of shares. The shares will be repurchased at a price of not more than CNY 60 per share. The shares purchased will be used for the equity incentives or employee stock ownership plans. The program will be valid till 12 months.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥46.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Electrical industry in China. Total loss to shareholders of 47% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥73.06 per share.Major Estimate Revision • Sep 26Consensus revenue estimates fall by 25%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥2.43b to CN¥1.81b. EPS estimate fell from CN¥1.30 to CN¥1.28 per share. Net income forecast to grow 66% next year vs 55% growth forecast for Electrical industry in China. Consensus price target down from CN¥60.97 to CN¥59.66. Share price was steady at CN¥38.64 over the past week.Major Estimate Revision • Sep 06Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥2.20 to CN¥1.32 per share. Revenue forecast steady at CN¥2.53b. Net income forecast to grow 72% next year vs 62% growth forecast for Electrical industry in China. Consensus price target down from CN¥68.53 to CN¥60.97. Share price fell 3.0% to CN¥42.58 over the past week.Price Target Changed • Sep 01Price target decreased by 11% to CN¥60.97Down from CN¥68.53, the current price target is an average from 5 analysts. New target price is 47% above last closing price of CN¥41.55. Stock is down 60% over the past year. The company is forecast to post earnings per share of CN¥1.32 for next year compared to CN¥1.65 last year.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.46 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.31 (down from CN¥0.46 in 2Q 2022). Revenue: CN¥319.5m (down 14% from 2Q 2022). Net income: CN¥25.7m (down 63% from 2Q 2022). Profit margin: 8.0% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. 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.Buying Opportunity • Aug 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥59.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 144% in 2 years. Earnings is forecast to grow by 119% in the next 2 years.New Risk • Jun 14New 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 High level of non-cash earnings (40% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (4.8% increase in shares outstanding).Price Target Changed • Jun 01Price target decreased by 9.1% to CN¥71.55Down from CN¥78.69, the current price target is an average from 3 analysts. New target price is 36% above last closing price of CN¥52.55. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥2.31 for next year compared to CN¥1.65 last year.Buying Opportunity • May 18Now 35% undervalued after recent price dropOver the last 90 days, the stock is down 53%. The fair value is estimated to be CN¥79.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 150% in 2 years. Earnings is forecast to grow by 133% in the next 2 years.Price Target Changed • Apr 27Price target decreased by 16% to CN¥122Down from CN¥145, the current price target is an average from 3 analysts. New target price is 59% above last closing price of CN¥76.30. Stock is down 6.4% over the past year. The company is forecast to post earnings per share of CN¥3.23 for next year compared to CN¥2.31 last year.Reported Earnings • Apr 12Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥2.31 (up from CN¥1.23 in FY 2021). Revenue: CN¥1.63b (up 80% from FY 2021). Net income: CN¥252.7m (up 122% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 4.4%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electrical industry in China.Price Target Changed • Mar 08Price target decreased by 7.8% to CN¥145Down from CN¥157, the current price target is an average from 3 analysts. New target price is 57% above last closing price of CN¥92.31. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of CN¥3.16 for next year compared to CN¥2.33 last year.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥2.33 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥2.33 (up from CN¥1.23 in FY 2021). Revenue: CN¥1.63b (up 80% from FY 2021). Net income: CN¥254.8m (up 124% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 28% growth forecast for the Electrical industry in China.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥114, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 23x in the Electrical industry in China. Total returns to shareholders of 4.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥162 per share.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Yan Wang was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.決済の安定と成長配当データの取得安定した配当: 688800は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: 688800の配当金は増加していますが、同社は4年間しか配当金を支払っていません。配当利回り対市場Suzhou Recodeal Interconnect SystemLtd 配当利回り対市場688800 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (688800)0.4%市場下位25% (CN)0.4%市場トップ25% (CN)2.2%業界平均 (Electrical)1.5%アナリスト予想 (688800) (最長3年)1.2%注目すべき配当: 688800の配当金 ( 0.37% ) はCN市場の配当金支払者の下位 25% ( 0.41% ) と比べると目立ったものではありません。高配当: 688800の配当金 ( 0.37% ) はCN市場の配当金支払者の上位 25% ( 2.17% ) と比較すると低いです。株主への利益配当収益カバレッジ: 688800は低い 配当性向 ( 21.7% ) であるため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 688800は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management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2026/08/09 14:02終値2026/08/07 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Suzhou Recodeal Interconnect System Co.,Ltd 3 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。10 アナリスト機関Liangbi ZhaoChina Galaxy Securities Co., Ltd.Xinyi ZhengChina International Capital Corporation LimitedYayuan HuangCitic Securities Co., Ltd.7 その他のアナリストを表示
Declared Dividend • May 28Dividend increased to CN¥0.35Dividend of CN¥0.35 is 250% higher than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 11Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces an Equity Buyback for 1,100,000 shares, for CNY 66 million.Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces a share repurchase program. Under the program, the company will repurchase up to 1,100,000 shares, for CNY 66 million worth of shares. The shares will be repurchased at a price of not more than CNY 60 per share. The shares purchased will be used for the equity incentives or employee stock ownership plans. The program will be valid till 12 months.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥47.30, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 19x in the Electrical industry in China. Total returns to shareholders of 77% over the past three years.
New Risk • Jul 30New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥67.80, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 19x in the Electrical industry in China. Total returns to shareholders of 141% over the past three years.
お知らせ • Jun 30Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2026 Results on Aug 25, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2026 results on Aug 25, 2026
Major Estimate Revision • Jun 18Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from CN¥1.59 to CN¥1.92. Revenue forecast unchanged at CN¥4.34b. Net income forecast to grow 72% next year vs 59% growth forecast for Electrical industry in China. Consensus price target up from CN¥71.30 to CN¥82.77. Share price rose 23% to CN¥97.22 over the past week.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to CN¥88.96, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 23x in the Electrical industry in China. Total returns to shareholders of 107% over the past three years.
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥105, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 26x in the Electrical industry in China. Total returns to shareholders of 181% over the past three years.
お知らせ • Apr 21Suzhou Recodeal Interconnect System Co.,Ltd announced that it expects to receive CNY 300 million in fundingSuzhou Recodeal Interconnect System Co.,Ltd has announced private placement to issue A shares not more than 30% of total share capital at an issue price of not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds not more then CNY 300,000,000 on April 20, 2026. The transaction will include investor participation not more than 35 investors. The transaction is approved by 4th directorate in 30th meeting of proposal about submitting a proposal to the shareholders meeting to authorize the directorate to Implement a simplified private placement of shares. The transaction is subject to approval of company’s annual shareholders. All the securities issued in the offering is subject to a hold period of 6 months from date of issuance.
Reported Earnings • Apr 21Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥1.46 (up from CN¥0.85 in FY 2024). Revenue: CN¥3.15b (up 31% from FY 2024). Net income: CN¥299.1m (up 71% from FY 2024). Profit margin: 9.5% (up from 7.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 2.7%. Revenue is forecast to grow 27% 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, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 21Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2026Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2026, at 14:30 China Standard Time. Location: 2F, No. 88, Wupushang Road, Wuzhong District, Suzhou, Jiangsu China
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥95.70, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 26x in the Electrical industry in China. Total returns to shareholders of 113% over the past three years.
お知らせ • Mar 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2026 Results on Apr 29, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2026 results on Apr 29, 2026
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.00, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 27x in the Electrical industry in China. Total returns to shareholders of 75% over the past three years.
お知らせ • Dec 26Suzhou Recodeal Interconnect System Co.,Ltd to Report Fiscal Year 2025 Results on Apr 21, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report fiscal year 2025 results on Apr 21, 2026
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥86.77, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 24x in the Electrical industry in China. Total returns to shareholders of 43% over the past three years.
Major Estimate Revision • Nov 12Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥1.35 to CN¥1.57. Revenue forecast steady at CN¥3.20b. Net income forecast to grow 24% next year vs 53% growth forecast for Electrical industry in China. Consensus price target up from CN¥66.48 to CN¥73.73. Share price rose 4.1% to CN¥75.69 over the past week.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.37 (vs CN¥0.20 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.37 (up from CN¥0.20 in 3Q 2024). Revenue: CN¥796.4m (up 26% from 3Q 2024). Net income: CN¥76.0m (up 85% from 3Q 2024). Profit margin: 9.5% (up from 6.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% 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 2% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Sep 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q3, 2025 Results on Oct 30, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q3, 2025 results on Oct 30, 2025
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥82.10, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 23x in the Electrical industry in China. Total returns to shareholders of 11% over the past three years.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥77.80, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 21x in the Electrical industry in China. Negligible returns to shareholders over past three years.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥64.10, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 20x in the Electrical industry in China. Total loss to shareholders of 14% over the past three years.
お知らせ • Jun 30Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2025 Results on Aug 29, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2025 results on Aug 29, 2025
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥47.69, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥38.19 per share.
Declared Dividend • May 28Dividend increased to CN¥0.35Dividend of CN¥0.35 is 250% higher than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Buy Or Sell Opportunity • Apr 30Now 21% overvaluedOver the last 90 days, the stock has fallen 27% to CN¥49.41. The fair value is estimated to be CN¥40.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Apr 15Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥1.11 (up from CN¥0.86 in FY 2023). Revenue: CN¥2.41b (up 55% from FY 2023). Net income: CN¥175.3m (up 28% from FY 2023). Profit margin: 7.3% (down from 8.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 18% 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 12% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • Apr 15Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2025Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2025, at 14:30 China Standard Time. Location: 2F, Building A, No. 998, Songjia Road, Wusongjiang Science and Technology Industrial Park, Wuzhong District, Suzhou, Jiangsu China
Buy Or Sell Opportunity • Apr 07Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 43% to CN¥37.16. The fair value is estimated to be CN¥50.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.
お知らせ • Mar 28Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2025 Results on Apr 29, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2025 results on Apr 29, 2025
Reported Earnings • Mar 03Full year 2024 earnings released: EPS: CN¥1.10 (vs CN¥0.86 in FY 2023)Full year 2024 results: EPS: CN¥1.10 (up from CN¥0.86 in FY 2023). Revenue: CN¥2.41b (up 55% from FY 2023). Net income: CN¥172.9m (up 26% from FY 2023). Profit margin: 7.2% (down from 8.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% 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 12% per year whereas the company’s share price has fallen by 8% per year.
分析記事 • Mar 02We Think Suzhou Recodeal Interconnect SystemLtd (SHSE:688800) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥51.30, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 21x in the Electrical industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥51.83 per share.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥69.70, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 20x in the Electrical industry in China. Total loss to shareholders of 4.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥51.69 per share.
Buy Or Sell Opportunity • Feb 11Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 63% to CN¥70.40. The fair value is estimated to be CN¥54.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 111% in the next 2 years.
分析記事 • Jan 31Market Participants Recognise Suzhou Recodeal Interconnect System Co.,Ltd's (SHSE:688800) Earnings Pushing Shares 35% HigherSuzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shares have continued their recent momentum with a 35% gain...
Buy Or Sell Opportunity • Jan 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 92% to CN¥69.09. The fair value is estimated to be CN¥55.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CN¥65.00, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥55.46 per share.
お知らせ • Dec 27Suzhou Recodeal Interconnect System Co.,Ltd to Report Fiscal Year 2024 Results on Apr 15, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report fiscal year 2024 results on Apr 15, 2025
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥48.90, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥55.37 per share.
分析記事 • Dec 16Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) Looks Just Right With A 39% Price JumpDespite an already strong run, Suzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shares have been powering...
Buy Or Sell Opportunity • Dec 04Now 22% undervaluedOver the last 90 days, the stock has risen 99% to CN¥43.00. The fair value is estimated to be CN¥55.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 96% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥44.57, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 20x in the Electrical industry in China. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥54.82 per share.
分析記事 • Dec 02Investors Could Be Concerned With Suzhou Recodeal Interconnect SystemLtd's (SHSE:688800) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Nov 12Now 23% undervaluedOver the last 90 days, the stock has risen 86% to CN¥43.30. The fair value is estimated to be CN¥56.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥36.17, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.20 per share.
Price Target Changed • Oct 29Price target increased by 11% to CN¥36.00Up from CN¥32.49, the current price target is an average from 5 analysts. New target price is 14% below last closing price of CN¥41.71. Stock is up 5.9% over the past year. The company is forecast to post earnings per share of CN¥1.07 for next year compared to CN¥0.86 last year.
分析記事 • Oct 28We Think Suzhou Recodeal Interconnect SystemLtd (SHSE:688800) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.12 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.12 in 3Q 2023). Revenue: CN¥631.3m (up 61% from 3Q 2023). Net income: CN¥41.0m (up 41% from 3Q 2023). Profit margin: 6.5% (down from 7.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% 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 6% per year whereas the company’s share price has fallen by 11% per year.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥35.75, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 30% over the past three years.
分析記事 • Oct 02A Piece Of The Puzzle Missing From Suzhou Recodeal Interconnect System Co.,Ltd's (SHSE:688800) 35% Share Price ClimbSuzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shareholders would be excited to see that the share price...
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 High level of non-cash earnings (44% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (7.2% net profit margin).
お知らせ • Sep 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q3, 2024 Results on Oct 25, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q3, 2024 results on Oct 25, 2024
Major Estimate Revision • Sep 29Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥2.19b to CN¥2.15b. EPS estimate also fell from CN¥1.30 per share to CN¥1.13 per share. Net income forecast to grow 63% next year vs 42% growth forecast for Electrical industry in China. Consensus price target down from CN¥34.89 to CN¥32.49. Share price rose 21% to CN¥24.00 over the past week.
Price Target Changed • Sep 27Price target decreased by 12% to CN¥32.49Down from CN¥36.77, the current price target is an average from 5 analysts. New target price is 35% above last closing price of CN¥24.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥1.13 for next year compared to CN¥0.86 last year.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥24.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 50% over the past three years.
Price Target Changed • Aug 22Price target decreased by 11% to CN¥34.89Down from CN¥39.21, the current price target is an average from 5 analysts. New target price is 62% above last closing price of CN¥21.50. Stock is down 49% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.86 last year.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.31 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.31 in 2Q 2023). Revenue: CN¥495.7m (up 55% from 2Q 2023). Net income: CN¥23.3m (down 8.6% from 2Q 2023). Profit margin: 4.7% (down from 8.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% 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 3% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2024 Results on Aug 22, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2024 results on Aug 22, 2024
分析記事 • Jun 26Returns On Capital At Suzhou Recodeal Interconnect SystemLtd (SHSE:688800) Paint A Concerning PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Price Target Changed • May 15Price target decreased by 7.0% to CN¥36.46Down from CN¥39.21, the current price target is an average from 4 analysts. New target price is 26% above last closing price of CN¥28.93. Stock is down 45% over the past year. The company is forecast to post earnings per share of CN¥1.37 for next year compared to CN¥0.86 last year.
分析記事 • May 02Growth Investors: Industry Analysts Just Upgraded Their Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) Revenue Forecasts By 11%Celebrations may be in order for Suzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shareholders, with the...
Major Estimate Revision • May 02Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥1.90b to CN¥2.11b. EPS estimate unchanged from CN¥1.31 at last update. Electrical industry in China expected to see average net income growth of 45% next year. Consensus price target down from CN¥40.99 to CN¥39.21. Share price rose 7.4% to CN¥31.10 over the past week.
分析記事 • May 01Suzhou Recodeal Interconnect SystemLtd's (SHSE:688800) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Suzhou Recodeal Interconnect System Co.,Ltd's ( SHSE:688800 ) recent earnings report having lackluster headline...
Major Estimate Revision • Apr 24Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥1.80b to CN¥1.90b. EPS estimate increased from CN¥0.98 to CN¥1.12 per share. Net income forecast to grow 29% next year vs 45% growth forecast for Electrical industry in China. Consensus price target down from CN¥45.82 to CN¥40.99. Share price rose 8.5% to CN¥28.00 over the past week.
お知らせ • Apr 19Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 09, 2024Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 09, 2024, at 14:30 China Standard Time. Location: 2F, Building A, No. 998, Songjia Road, Wusongjiang Science and Technology Industrial Park, Wuzhong District, Suzhou, Jiangsu China
Reported Earnings • Apr 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.86 (down from CN¥1.65 in FY 2022). Revenue: CN¥1.55b (down 4.3% from FY 2022). Net income: CN¥136.8m (down 46% from FY 2022). Profit margin: 8.8% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥24.32, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 59% over the past year.
お知らせ • Mar 29Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024
Major Estimate Revision • Mar 07Consensus revenue estimates decrease by 22%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥2.30b to CN¥1.80b. EPS estimate unchanged from CN¥2.06 per share at last update. Electrical industry in China expected to see average net income growth of 48% next year. Consensus price target down from CN¥48.32 to CN¥45.82. Share price fell 3.0% to CN¥27.90 over the past week.
分析記事 • Mar 06Suzhou Recodeal Interconnect System Co.,Ltd's (SHSE:688800) Shares Leap 37% Yet They're Still Not Telling The Full StorySuzhou Recodeal Interconnect System Co.,Ltd ( SHSE:688800 ) shareholders are no doubt pleased to see that the share...
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥30.19, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 57% over the past year.
分析記事 • Feb 27Returns At Suzhou Recodeal Interconnect SystemLtd (SHSE:688800) Appear To Be Weighed DownIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Reported Earnings • Feb 07Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.90 (down from CN¥1.65 in FY 2022). Revenue: CN¥1.56b (down 4.2% from FY 2022). Net income: CN¥142.1m (down 44% from FY 2022). Profit margin: 9.1% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electrical industry in China.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥25.65, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 68% over the past year.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥33.80, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 53% over the past year.
Price Target Changed • Dec 21Price target decreased by 9.6% to CN¥51.82Down from CN¥57.34, the current price target is an average from 4 analysts. New target price is 34% above last closing price of CN¥38.75. Stock is down 49% over the past year. The company is forecast to post earnings per share of CN¥0.97 for next year compared to CN¥1.65 last year.
New Risk • Dec 12New 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 8.0% 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 (8.0% average weekly change). High level of non-cash earnings (48% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (10% net profit margin).
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥47.83, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 38% over the past year.
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.46 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.46 in 3Q 2022). Revenue: CN¥392.4m (down 8.8% from 3Q 2022). Net income: CN¥29.3m (down 59% from 3Q 2022). Profit margin: 7.5% (down from 17% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electrical industry in China.
お知らせ • Oct 11Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces an Equity Buyback for 1,100,000 shares, for CNY 66 million.Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces a share repurchase program. Under the program, the company will repurchase up to 1,100,000 shares, for CNY 66 million worth of shares. The shares will be repurchased at a price of not more than CNY 60 per share. The shares purchased will be used for the equity incentives or employee stock ownership plans. The program will be valid till 12 months.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥46.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Electrical industry in China. Total loss to shareholders of 47% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥73.06 per share.
Major Estimate Revision • Sep 26Consensus revenue estimates fall by 25%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥2.43b to CN¥1.81b. EPS estimate fell from CN¥1.30 to CN¥1.28 per share. Net income forecast to grow 66% next year vs 55% growth forecast for Electrical industry in China. Consensus price target down from CN¥60.97 to CN¥59.66. Share price was steady at CN¥38.64 over the past week.
Major Estimate Revision • Sep 06Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥2.20 to CN¥1.32 per share. Revenue forecast steady at CN¥2.53b. Net income forecast to grow 72% next year vs 62% growth forecast for Electrical industry in China. Consensus price target down from CN¥68.53 to CN¥60.97. Share price fell 3.0% to CN¥42.58 over the past week.
Price Target Changed • Sep 01Price target decreased by 11% to CN¥60.97Down from CN¥68.53, the current price target is an average from 5 analysts. New target price is 47% above last closing price of CN¥41.55. Stock is down 60% over the past year. The company is forecast to post earnings per share of CN¥1.32 for next year compared to CN¥1.65 last year.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.46 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.31 (down from CN¥0.46 in 2Q 2022). Revenue: CN¥319.5m (down 14% from 2Q 2022). Net income: CN¥25.7m (down 63% from 2Q 2022). Profit margin: 8.0% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. 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.
Buying Opportunity • Aug 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥59.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 144% in 2 years. Earnings is forecast to grow by 119% in the next 2 years.
New Risk • Jun 14New 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 High level of non-cash earnings (40% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (4.8% increase in shares outstanding).
Price Target Changed • Jun 01Price target decreased by 9.1% to CN¥71.55Down from CN¥78.69, the current price target is an average from 3 analysts. New target price is 36% above last closing price of CN¥52.55. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥2.31 for next year compared to CN¥1.65 last year.
Buying Opportunity • May 18Now 35% undervalued after recent price dropOver the last 90 days, the stock is down 53%. The fair value is estimated to be CN¥79.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 150% in 2 years. Earnings is forecast to grow by 133% in the next 2 years.
Price Target Changed • Apr 27Price target decreased by 16% to CN¥122Down from CN¥145, the current price target is an average from 3 analysts. New target price is 59% above last closing price of CN¥76.30. Stock is down 6.4% over the past year. The company is forecast to post earnings per share of CN¥3.23 for next year compared to CN¥2.31 last year.
Reported Earnings • Apr 12Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥2.31 (up from CN¥1.23 in FY 2021). Revenue: CN¥1.63b (up 80% from FY 2021). Net income: CN¥252.7m (up 122% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 4.4%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electrical industry in China.
Price Target Changed • Mar 08Price target decreased by 7.8% to CN¥145Down from CN¥157, the current price target is an average from 3 analysts. New target price is 57% above last closing price of CN¥92.31. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of CN¥3.16 for next year compared to CN¥2.33 last year.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥2.33 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥2.33 (up from CN¥1.23 in FY 2021). Revenue: CN¥1.63b (up 80% from FY 2021). Net income: CN¥254.8m (up 124% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 28% growth forecast for the Electrical industry in China.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥114, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 23x in the Electrical industry in China. Total returns to shareholders of 4.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥162 per share.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Yan Wang was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.