Ginlong Technologies（300763）株式概要銀龍科技股份有限公司は、ストリングインバータの研究、開発、生産、サービス、販売を世界中で行っています。 詳細300763 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績2/6財務の健全性3/6配当金2/6報酬株価収益率（ 37.7 x） CN市場（ 39.2 x）を下回っています。収益は年間38.29%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析多額の負債を抱えている 利益率(8.9%)は昨年より低い(13%) CN市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る300763 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,735 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,735 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥57.8047.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture024b2016201920222025202620282031Revenue CN¥24.4bEarnings CN¥2.2bAdvancedSet Fair ValueView all narrativesGinlong Technologies Co., Ltd. 競合他社Kehua DataSymbol: SZSE:002335Market cap: CN¥22.4bPamica TechnologySymbol: SZSE:001359Market cap: CN¥23.2bXTC New Energy Materials(Xiamen)LtdSymbol: SHSE:688778Market cap: CN¥22.2bState Grid YingdaLtdSymbol: SHSE:600517Market cap: CN¥27.4b価格と性能株価の高値、安値、推移の概要Ginlong Technologies過去の株価現在の株価CN¥57.8052週高値CN¥124.8052週安値CN¥56.80ベータ0.301ヶ月の変化-37.21%3ヶ月変化-39.36%1年変化-2.55%3年間の変化-41.34%5年間の変化-66.52%IPOからの変化553.19%最新ニュースValuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥71.34, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electrical industry in China. Total loss to shareholders of 32% over the past three years.お知らせ • Jun 30Ginlong Technologies Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Ginlong Technologies Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥93.82, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Electrical industry in China. Total loss to shareholders of 2.1% over the past three years.Declared Dividend • May 25Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 151% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 27x in the Electrical industry in China. Total returns to shareholders of 9.3% over the past three years.Reported Earnings • Apr 27First quarter 2026 earnings released: EPS: CN¥0.15 (vs CN¥0.49 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.15 (down from CN¥0.49 in 1Q 2025). Revenue: CN¥1.42b (down 6.5% from 1Q 2025). Net income: CN¥61.2m (down 69% from 1Q 2025). Profit margin: 4.3% (down from 13% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 22% 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 fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥71.34, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electrical industry in China. Total loss to shareholders of 32% over the past three years.お知らせ • Jun 30Ginlong Technologies Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Ginlong Technologies Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥93.82, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Electrical industry in China. Total loss to shareholders of 2.1% over the past three years.Declared Dividend • May 25Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 151% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 27x in the Electrical industry in China. Total returns to shareholders of 9.3% over the past three years.Reported Earnings • Apr 27First quarter 2026 earnings released: EPS: CN¥0.15 (vs CN¥0.49 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.15 (down from CN¥0.49 in 1Q 2025). Revenue: CN¥1.42b (down 6.5% from 1Q 2025). Net income: CN¥61.2m (down 69% from 1Q 2025). Profit margin: 4.3% (down from 13% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 22% 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 fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.New Risk • Apr 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (72% net debt to equity). Share price has been volatile over the past 3 months (9.2% average weekly change). Profit margins are more than 30% lower than last year (8.9% net profit margin).お知らせ • Apr 27Ginlong Technologies Co., Ltd., Annual General Meeting, May 18, 2026Ginlong Technologies Co., Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiangshan County, Zhejiang ChinaValuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥88.34, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the Electrical industry in China. Total loss to shareholders of 30% over the past three years.お知らせ • Mar 31Ginlong Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Ginlong Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026New Risk • Mar 20New 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: Minor Risks High level of debt (78% net debt to equity). Share price has been volatile over the past 3 months (8.4% average weekly change).Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥120, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 28x in the Electrical industry in China. Total loss to shareholders of 11% over the past three years.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥88.31, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 27x in the Electrical industry in China. Total loss to shareholders of 42% over the past three years.Price Target Changed • Jan 02Price target increased by 15% to CN¥81.12Up from CN¥70.59, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CN¥71.41. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥3.00 for next year compared to CN¥1.75 last year.お知らせ • Dec 31Ginlong Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥70.91, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Electrical industry in China. Total loss to shareholders of 64% over the past three years.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 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risk High level of debt (78% net debt to equity).Reported Earnings • Oct 15Third quarter 2025 earnings released: EPS: CN¥0.67 (vs CN¥0.80 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.67 (down from CN¥0.80 in 3Q 2024). Revenue: CN¥1.87b (up 3.4% from 3Q 2024). Net income: CN¥263.3m (down 17% from 3Q 2024). Profit margin: 14% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% 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 14% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 30Ginlong Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 15, 2025Ginlong Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 15, 2025New Risk • Sep 05New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (89% net debt to equity). Share price has been volatile over the past 3 months (7.4% average weekly change).Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 32%After last week's 32% share price gain to CN¥89.24, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Electrical industry in China. Total loss to shareholders of 65% over the past three years.Price Target Changed • Aug 17Price target increased by 13% to CN¥66.59Up from CN¥59.19, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥65.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of CN¥2.64 for next year compared to CN¥1.75 last year.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: CN¥1.03 (vs CN¥0.86 in 2Q 2024)Second quarter 2025 results: EPS: CN¥1.03 (up from CN¥0.86 in 2Q 2024). Revenue: CN¥2.28b (up 16% from 2Q 2024). Net income: CN¥407.5m (up 23% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 19% 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 11% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 02Ginlong Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 15, 2025Ginlong Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 15, 2025Declared Dividend • May 24Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2025 Payment date: 28th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 21New 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 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (99% net debt to equity). Share price has been volatile over the past 3 months (8.5% average weekly change).Major Estimate Revision • May 05Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥10.1b to CN¥8.48b. EPS estimate fell from CN¥3.49 to CN¥2.74 per share. Net income forecast to grow 40% next year vs 49% growth forecast for Electrical industry in China. Consensus price target down from CN¥75.05 to CN¥65.19. Share price rose 2.2% to CN¥52.40 over the past week.Price Target Changed • May 01Price target decreased by 11% to CN¥65.19Down from CN¥73.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of CN¥52.40. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of CN¥2.47 for next year compared to CN¥1.98 last year.Reported Earnings • Apr 30Third quarter 2024 earnings released: EPS: CN¥0.80 (vs CN¥0.31 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.80 (up from CN¥0.31 in 3Q 2023). Revenue: CN¥1.81b (up 30% from 3Q 2023). Net income: CN¥316.6m (up 155% from 3Q 2023). Profit margin: 18% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% 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 4% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Apr 29Ginlong Technologies Co., Ltd., Annual General Meeting, May 19, 2025Ginlong Technologies Co., Ltd., Annual General Meeting, May 19, 2025, at 15:00 China Standard Time.New Risk • Apr 07New 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 8.3% 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 Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). High level of non-cash earnings (26% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥46.39, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.60 per share.お知らせ • Mar 31Ginlong Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Ginlong Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025分析記事 • Mar 19Ginlong Technologies (SZSE:300763) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 06Investors Aren't Entirely Convinced By Ginlong Technologies Co., Ltd.'s (SZSE:300763) EarningsGinlong Technologies Co., Ltd.'s ( SZSE:300763 ) price-to-earnings (or "P/E") ratio of 30.2x might make it look like a...お知らせ • Dec 31Ginlong Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025Price Target Changed • Dec 23Price target increased by 7.6% to CN¥75.64Up from CN¥70.28, the current price target is an average from 5 analysts. New target price is 17% above last closing price of CN¥64.85. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.Price Target Changed • Dec 17Price target increased by 8.4% to CN¥71.86Up from CN¥66.28, the current price target is an average from 6 analysts. New target price is 9.0% above last closing price of CN¥65.90. Stock is up 11% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.お知らせ • Nov 16Ginlong Technologies Co., Ltd. Announces Board AppointmentsGinlong Technologies Co., Ltd. announced the appointment of He Rui, non-independent director. The company also announced the appointment of Li Yushan, independent director, at the EGM held on November 14, 2024.分析記事 • Nov 07Ginlong Technologies Co., Ltd.'s (SZSE:300763) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of InvestorsThe Ginlong Technologies Co., Ltd. ( SZSE:300763 ) share price has softened a substantial 26% over the previous 30...分析記事 • Nov 05Ginlong Technologies' (SZSE:300763) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Ginlong Technologies Co., Ltd.'s ( SZSE:300763 ) latest earnings release. Our analysis...Major Estimate Revision • Nov 05Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥7.98b to CN¥6.93b. EPS estimate fell from CN¥2.60 to CN¥2.26 per share. Net income forecast to grow 76% next year vs 50% growth forecast for Electrical industry in China. Consensus price target up from CN¥60.61 to CN¥66.28. Share price fell 3.3% to CN¥72.03 over the past week.Price Target Changed • Nov 02Price target increased by 9.3% to CN¥66.28Up from CN¥60.61, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CN¥69.15. Stock is up 6.5% over the past year. The company is forecast to post earnings per share of CN¥2.26 for next year compared to CN¥1.98 last year.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.80 (vs CN¥0.31 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.80 (up from CN¥0.31 in 3Q 2023). Revenue: CN¥1.81b (up 30% from 3Q 2023). Net income: CN¥316.6m (up 155% from 3Q 2023). Profit margin: 18% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% 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 increased by 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.分析記事 • Oct 20Be Wary Of Ginlong Technologies (SZSE:300763) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to CN¥71.71, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x 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¥32.16 per share.お知らせ • Sep 30Ginlong Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Ginlong Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥71.38, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.28 per share.分析記事 • Sep 20Ginlong Technologies Co., Ltd. (SZSE:300763) Not Lagging Market On Growth Or PricingGinlong Technologies Co., Ltd.'s ( SZSE:300763 ) price-to-earnings (or "P/E") ratio of 48.7x might make it look like a...Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥66.36, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.48 per share.Major Estimate Revision • Sep 04Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥7.08b to CN¥7.98b. EPS estimate increased from CN¥2.26 to CN¥2.60 per share. Net income forecast to grow 132% next year vs 44% growth forecast for Electrical industry in China. Consensus price target broadly unchanged at CN¥60.61. Share price rose 5.1% to CN¥56.99 over the past week.分析記事 • Sep 01Analyst Forecasts For Ginlong Technologies Co., Ltd. (SZSE:300763) Are Surging HigherCelebrations may be in order for Ginlong Technologies Co., Ltd. ( SZSE:300763 ) shareholders, with the analysts...Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.86 (vs CN¥0.75 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.86 (up from CN¥0.75 in 2Q 2023). Revenue: CN¥1.96b (up 23% from 2Q 2023). Net income: CN¥331.9m (up 9.6% from 2Q 2023). Profit margin: 17% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% 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 12% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥67.09. The fair value is estimated to be CN¥53.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.分析記事 • Jul 16Ginlong Technologies (SZSE:300763) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥58.71, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥44.61 per share.New Risk • Jul 01New 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 8.5% 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 Risks Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (59% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Profit margins are more than 30% lower than last year (8.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).お知らせ • Jun 29Ginlong Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Ginlong Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024分析記事 • Jun 21Ginlong Technologies Co., Ltd.'s (SZSE:300763) Share Price Is Still Matching Investor Opinion Despite 26% SlumpThe Ginlong Technologies Co., Ltd. ( SZSE:300763 ) share price has fared very poorly over the last month, falling by a...分析記事 • Jun 16Ginlong Technologies (SZSE:300763) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Major Estimate Revision • May 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥8.19b to CN¥7.06b. EPS estimate fell from CN¥3.14 to CN¥2.20 per share. Net income forecast to grow 187% next year vs 45% growth forecast for Electrical industry in China. Consensus price target down from CN¥68.59 to CN¥61.76. Share price was steady at CN¥53.55 over the past week.分析記事 • May 05Ginlong Technologies' (SZSE:300763) Earnings Quality Is LowShareholders didn't appear too concerned by Ginlong Technologies Co., Ltd.'s ( SZSE:300763 ) weak earnings. We did some...分析記事 • May 03News Flash: 9 Analysts Think Ginlong Technologies Co., Ltd. (SZSE:300763) Earnings Are Under ThreatMarket forces rained on the parade of Ginlong Technologies Co., Ltd. ( SZSE:300763 ) shareholders today, when the...分析記事 • May 01Earnings Update: Ginlong Technologies Co., Ltd. (SZSE:300763) Just Reported And Analysts Are Trimming Their ForecastsThe first-quarter results for Ginlong Technologies Co., Ltd. ( SZSE:300763 ) were released last week, making it a good...New Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (59% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (8.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).お知らせ • Apr 30Ginlong Technologies Co., Ltd., Annual General Meeting, May 20, 2024Ginlong Technologies Co., Ltd., Annual General Meeting, May 20, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiangshan County, Zhejiang China分析記事 • Apr 29Are Ginlong Technologies Co., Ltd. (SZSE:300763) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Ginlong Technologies is CN¥46.21 based on 2 Stage Free Cash Flow to Equity...Reported Earnings • Apr 29Full year 2023 earnings released: EPS: CN¥1.98 (vs CN¥2.86 in FY 2022)Full year 2023 results: EPS: CN¥1.98 (down from CN¥2.86 in FY 2022). Revenue: CN¥6.10b (up 3.6% from FY 2022). Net income: CN¥779.4m (down 27% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 38% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 7.8% to CN¥55.78. The fair value is estimated to be CN¥46.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Buy Or Sell Opportunity • Apr 17Now 21% overvaluedOver the last 90 days, the stock has fallen 29% to CN¥56.49. The fair value is estimated to be CN¥46.71, however this is not to be taken as a sell 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 49%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.お知らせ • Mar 30Ginlong Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Ginlong Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024分析記事 • Mar 29Does Ginlong Technologies (SZSE:300763) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Mar 13There Is A Reason Ginlong Technologies Co., Ltd.'s (SZSE:300763) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 23.5x Ginlong Technologies Co., Ltd. ( SZSE:300763 ) may be sending...分析記事 • Feb 27The Returns On Capital At Ginlong Technologies (SZSE:300763) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥60.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥44.17 per share.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥77.83, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥45.57 per share.お知らせ • Dec 29Ginlong Technologies Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥67.28, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 9.4% over the past three years.Major Estimate Revision • Nov 01Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.67b to CN¥6.24b. EPS estimate fell from CN¥3.89 to CN¥2.49 per share. Net income forecast to grow 56% next year vs 54% growth forecast for Electrical industry in China. Consensus price target down from CN¥95.16 to CN¥87.30. Share price fell 14% to CN¥65.18 over the past week.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.83 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.31 (down from CN¥0.83 in 3Q 2022). Revenue: CN¥1.39b (down 19% from 3Q 2022). Net income: CN¥124.3m (down 59% from 3Q 2022). Profit margin: 8.9% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥67.66, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 41% over the past three years.Price Target Changed • Oct 18Price target decreased by 12% to CN¥95.16Down from CN¥108, the current price target is an average from 7 analysts. New target price is 19% above last closing price of CN¥79.90. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥3.89 for next year compared to CN¥2.86 last year.Price Target Changed • Sep 20Price target decreased by 7.4% to CN¥102Down from CN¥110, the current price target is an average from 8 analysts. New target price is 44% above last closing price of CN¥70.90. Stock is down 70% over the past year. The company is forecast to post earnings per share of CN¥3.98 for next year compared to CN¥2.86 last year.Price Target Changed • Sep 13Price target decreased by 7.9% to CN¥108Down from CN¥117, the current price target is an average from 8 analysts. New target price is 51% above last closing price of CN¥71.31. Stock is down 72% over the past year. The company is forecast to post earnings per share of CN¥4.04 for next year compared to CN¥2.86 last year.Major Estimate Revision • Sep 05Consensus revenue estimates fall by 25%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥10.2b to CN¥7.67b. EPS estimate fell from CN¥4.91 to CN¥4.08 per share. Net income forecast to grow 64% next year vs 61% growth forecast for Electrical industry in China. Consensus price target down from CN¥129 to CN¥117. Share price fell 2.1% to CN¥76.12 over the past week.Price Target Changed • Sep 02Price target decreased by 9.7% to CN¥117Down from CN¥129, the current price target is an average from 8 analysts. New target price is 58% above last closing price of CN¥73.86. Stock is down 68% over the past year. The company is forecast to post earnings per share of CN¥4.08 for next year compared to CN¥2.86 last year.お知らせ • Sep 01Ginlong Technologies Co., Ltd. (SZSE:300763) announces an Equity Buyback for CNY 100 million worth of its shares.Ginlong Technologies Co., Ltd. (SZSE:300763) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased for a price not be more than CNY 135 per share. The purpose of the program The repurchased shares will be used for ESOP and equity incentive plan. The plan will be valid for 12 months.Reported Earnings • Aug 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.75 (up from CN¥0.63 in 2Q 2022). Revenue: CN¥1.60b (up 19% from 2Q 2022). Net income: CN¥302.9m (up 30% from 2Q 2022). Profit margin: 19% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.New Risk • Aug 23New 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 High level of non-cash earnings (86% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (8.6% increase in shares outstanding).Buying Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 139% in 2 years. Earnings is forecast to grow by 132% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Electrical industry in China. Total returns to shareholders of 309% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.New Risk • Jul 11New 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 7.2% 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 (86% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).お知らせ • Jul 04Ginlong Technologies Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 07 July 2023Ginlong Technologies Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY 4.00000000. Record date is 06 July 2023. Ex-date is 07 July 2023. Payment date is 07 July 2023.Price Target Changed • Jun 02Price target decreased by 10% to CN¥141Down from CN¥157, the current price target is an average from 7 analysts. New target price is 39% above last closing price of CN¥101. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥4.90 for next year compared to CN¥2.86 last year.Buying Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be CN¥135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 136% in 2 years. Earnings is forecast to grow by 136% in the next 2 years.お知らせ • May 18+ 1 more updateGinlong Technologies Co., Ltd. Appoints Independent DirectorsGinlong Technologies Co., Ltd. approved By-election of independent directors, cumulative voting system applicable: Hu Huaquan and Lou Hongying, at its Annual General Meeting of 2022 on 16 May 2023.Major Estimate Revision • May 18Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥11.2b to CN¥10.0b. EPS estimate fell from CN¥5.12 to CN¥5.06 per share. Net income forecast to grow 77% next year vs 59% growth forecast for Electrical industry in China. Consensus price target down from CN¥200 to CN¥164. Share price was steady at CN¥108 over the past week.株主還元300763CN ElectricalCN 市場7D-9.8%-8.1%-8.7%1Y-2.5%21.1%10.0%株主還元を見る業界別リターン: 300763過去 1 年間で21.1 % の収益を上げたCN Electrical業界を下回りました。リターン対市場: 300763は、過去 1 年間で10 % のリターンを上げたCN市場を下回りました。価格変動Is 300763's price volatile compared to industry and market?300763 volatility300763 Average Weekly Movement10.7%Electrical Industry Average Movement8.0%Market Average Movement7.2%10% most volatile stocks in CN Market11.9%10% least volatile stocks in CN Market4.3%安定した株価: 300763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: 300763の weekly volatility ( 11% ) 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20054,755Yiming Wangwww.ginlong.com銀龍科技股份有限公司はストリングインバータの研究、開発、生産、サービス、販売を世界中で行っている。同社は、単相および三相インバーター、ユーティリティ・スケール・インバーター、エネルギー貯蔵インバーター、輸出用パワー・マネージャー、モニタリング・プラットフォーム、データ・ロギング・スティック、その他のアクセサリー、およびアフターサービスを提供している。ソリスブランドで製品を販売している。同社はまた、太陽光発電所の投資と運営にも携わっている。同社は2005年に設立され、中国の寧波に本社を置いている。もっと見るGinlong Technologies Co., Ltd. 基礎のまとめGinlong Technologies の収益と売上を時価総額と比較するとどうか。300763 基礎統計学時価総額CN¥22.97b収益（TTM）CN¥609.67m売上高(TTM)CN¥6.85b37.7xPER（株価収益率3.4xP/Sレシオ300763 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300763 損益計算書（TTM）収益CN¥6.85b売上原価CN¥4.50b売上総利益CN¥2.35bその他の費用CN¥1.74b収益CN¥609.67m直近の収益報告Mar 31, 2026次回決算日Aug 29, 2026一株当たり利益（EPS）1.53グロス・マージン34.30%純利益率8.90%有利子負債／自己資本比率81.2%300763 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0.3%現在の配当利回り13%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2026/07/19 20:47終値2026/07/17 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Ginlong Technologies 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Jiani LiuChina International Capital Corporation LimitedYan MaChina International Capital Corporation LimitedTao ZengChina International Capital Corporation Limited7 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥71.34, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electrical industry in China. Total loss to shareholders of 32% over the past three years.
お知らせ • Jun 30Ginlong Technologies Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Ginlong Technologies Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥93.82, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Electrical industry in China. Total loss to shareholders of 2.1% over the past three years.
Declared Dividend • May 25Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 151% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 27x in the Electrical industry in China. Total returns to shareholders of 9.3% over the past three years.
Reported Earnings • Apr 27First quarter 2026 earnings released: EPS: CN¥0.15 (vs CN¥0.49 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.15 (down from CN¥0.49 in 1Q 2025). Revenue: CN¥1.42b (down 6.5% from 1Q 2025). Net income: CN¥61.2m (down 69% from 1Q 2025). Profit margin: 4.3% (down from 13% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 22% 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 fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥71.34, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electrical industry in China. Total loss to shareholders of 32% over the past three years.
お知らせ • Jun 30Ginlong Technologies Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Ginlong Technologies Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥93.82, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Electrical industry in China. Total loss to shareholders of 2.1% over the past three years.
Declared Dividend • May 25Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 151% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 27x in the Electrical industry in China. Total returns to shareholders of 9.3% over the past three years.
Reported Earnings • Apr 27First quarter 2026 earnings released: EPS: CN¥0.15 (vs CN¥0.49 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.15 (down from CN¥0.49 in 1Q 2025). Revenue: CN¥1.42b (down 6.5% from 1Q 2025). Net income: CN¥61.2m (down 69% from 1Q 2025). Profit margin: 4.3% (down from 13% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 22% 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 fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
New Risk • Apr 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (72% net debt to equity). Share price has been volatile over the past 3 months (9.2% average weekly change). Profit margins are more than 30% lower than last year (8.9% net profit margin).
お知らせ • Apr 27Ginlong Technologies Co., Ltd., Annual General Meeting, May 18, 2026Ginlong Technologies Co., Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiangshan County, Zhejiang China
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥88.34, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the Electrical industry in China. Total loss to shareholders of 30% over the past three years.
お知らせ • Mar 31Ginlong Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Ginlong Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
New Risk • Mar 20New 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: Minor Risks High level of debt (78% net debt to equity). Share price has been volatile over the past 3 months (8.4% average weekly change).
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥120, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 28x in the Electrical industry in China. Total loss to shareholders of 11% over the past three years.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥88.31, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 27x in the Electrical industry in China. Total loss to shareholders of 42% over the past three years.
Price Target Changed • Jan 02Price target increased by 15% to CN¥81.12Up from CN¥70.59, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CN¥71.41. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥3.00 for next year compared to CN¥1.75 last year.
お知らせ • Dec 31Ginlong Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥70.91, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Electrical industry in China. Total loss to shareholders of 64% over the past three years.
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 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risk High level of debt (78% net debt to equity).
Reported Earnings • Oct 15Third quarter 2025 earnings released: EPS: CN¥0.67 (vs CN¥0.80 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.67 (down from CN¥0.80 in 3Q 2024). Revenue: CN¥1.87b (up 3.4% from 3Q 2024). Net income: CN¥263.3m (down 17% from 3Q 2024). Profit margin: 14% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% 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 14% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 30Ginlong Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 15, 2025Ginlong Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 15, 2025
New Risk • Sep 05New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (89% net debt to equity). Share price has been volatile over the past 3 months (7.4% average weekly change).
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 32%After last week's 32% share price gain to CN¥89.24, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Electrical industry in China. Total loss to shareholders of 65% over the past three years.
Price Target Changed • Aug 17Price target increased by 13% to CN¥66.59Up from CN¥59.19, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥65.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of CN¥2.64 for next year compared to CN¥1.75 last year.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: CN¥1.03 (vs CN¥0.86 in 2Q 2024)Second quarter 2025 results: EPS: CN¥1.03 (up from CN¥0.86 in 2Q 2024). Revenue: CN¥2.28b (up 16% from 2Q 2024). Net income: CN¥407.5m (up 23% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 19% 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 11% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 02Ginlong Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 15, 2025Ginlong Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 15, 2025
Declared Dividend • May 24Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2025 Payment date: 28th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 21New 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 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (99% net debt to equity). Share price has been volatile over the past 3 months (8.5% average weekly change).
Major Estimate Revision • May 05Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥10.1b to CN¥8.48b. EPS estimate fell from CN¥3.49 to CN¥2.74 per share. Net income forecast to grow 40% next year vs 49% growth forecast for Electrical industry in China. Consensus price target down from CN¥75.05 to CN¥65.19. Share price rose 2.2% to CN¥52.40 over the past week.
Price Target Changed • May 01Price target decreased by 11% to CN¥65.19Down from CN¥73.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of CN¥52.40. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of CN¥2.47 for next year compared to CN¥1.98 last year.
Reported Earnings • Apr 30Third quarter 2024 earnings released: EPS: CN¥0.80 (vs CN¥0.31 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.80 (up from CN¥0.31 in 3Q 2023). Revenue: CN¥1.81b (up 30% from 3Q 2023). Net income: CN¥316.6m (up 155% from 3Q 2023). Profit margin: 18% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% 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 4% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Apr 29Ginlong Technologies Co., Ltd., Annual General Meeting, May 19, 2025Ginlong Technologies Co., Ltd., Annual General Meeting, May 19, 2025, at 15:00 China Standard Time.
New Risk • Apr 07New 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 8.3% 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 Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). High level of non-cash earnings (26% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥46.39, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.60 per share.
お知らせ • Mar 31Ginlong Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Ginlong Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
分析記事 • Mar 19Ginlong Technologies (SZSE:300763) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 06Investors Aren't Entirely Convinced By Ginlong Technologies Co., Ltd.'s (SZSE:300763) EarningsGinlong Technologies Co., Ltd.'s ( SZSE:300763 ) price-to-earnings (or "P/E") ratio of 30.2x might make it look like a...
お知らせ • Dec 31Ginlong Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
Price Target Changed • Dec 23Price target increased by 7.6% to CN¥75.64Up from CN¥70.28, the current price target is an average from 5 analysts. New target price is 17% above last closing price of CN¥64.85. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.
Price Target Changed • Dec 17Price target increased by 8.4% to CN¥71.86Up from CN¥66.28, the current price target is an average from 6 analysts. New target price is 9.0% above last closing price of CN¥65.90. Stock is up 11% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.
お知らせ • Nov 16Ginlong Technologies Co., Ltd. Announces Board AppointmentsGinlong Technologies Co., Ltd. announced the appointment of He Rui, non-independent director. The company also announced the appointment of Li Yushan, independent director, at the EGM held on November 14, 2024.
分析記事 • Nov 07Ginlong Technologies Co., Ltd.'s (SZSE:300763) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of InvestorsThe Ginlong Technologies Co., Ltd. ( SZSE:300763 ) share price has softened a substantial 26% over the previous 30...
分析記事 • Nov 05Ginlong Technologies' (SZSE:300763) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Ginlong Technologies Co., Ltd.'s ( SZSE:300763 ) latest earnings release. Our analysis...
Major Estimate Revision • Nov 05Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥7.98b to CN¥6.93b. EPS estimate fell from CN¥2.60 to CN¥2.26 per share. Net income forecast to grow 76% next year vs 50% growth forecast for Electrical industry in China. Consensus price target up from CN¥60.61 to CN¥66.28. Share price fell 3.3% to CN¥72.03 over the past week.
Price Target Changed • Nov 02Price target increased by 9.3% to CN¥66.28Up from CN¥60.61, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CN¥69.15. Stock is up 6.5% over the past year. The company is forecast to post earnings per share of CN¥2.26 for next year compared to CN¥1.98 last year.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.80 (vs CN¥0.31 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.80 (up from CN¥0.31 in 3Q 2023). Revenue: CN¥1.81b (up 30% from 3Q 2023). Net income: CN¥316.6m (up 155% from 3Q 2023). Profit margin: 18% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% 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 increased by 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
分析記事 • Oct 20Be Wary Of Ginlong Technologies (SZSE:300763) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to CN¥71.71, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x 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¥32.16 per share.
お知らせ • Sep 30Ginlong Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Ginlong Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥71.38, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.28 per share.
分析記事 • Sep 20Ginlong Technologies Co., Ltd. (SZSE:300763) Not Lagging Market On Growth Or PricingGinlong Technologies Co., Ltd.'s ( SZSE:300763 ) price-to-earnings (or "P/E") ratio of 48.7x might make it look like a...
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥66.36, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.48 per share.
Major Estimate Revision • Sep 04Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥7.08b to CN¥7.98b. EPS estimate increased from CN¥2.26 to CN¥2.60 per share. Net income forecast to grow 132% next year vs 44% growth forecast for Electrical industry in China. Consensus price target broadly unchanged at CN¥60.61. Share price rose 5.1% to CN¥56.99 over the past week.
分析記事 • Sep 01Analyst Forecasts For Ginlong Technologies Co., Ltd. (SZSE:300763) Are Surging HigherCelebrations may be in order for Ginlong Technologies Co., Ltd. ( SZSE:300763 ) shareholders, with the analysts...
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.86 (vs CN¥0.75 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.86 (up from CN¥0.75 in 2Q 2023). Revenue: CN¥1.96b (up 23% from 2Q 2023). Net income: CN¥331.9m (up 9.6% from 2Q 2023). Profit margin: 17% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% 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 12% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥67.09. The fair value is estimated to be CN¥53.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
分析記事 • Jul 16Ginlong Technologies (SZSE:300763) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥58.71, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥44.61 per share.
New Risk • Jul 01New 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 8.5% 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 Risks Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (59% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Profit margins are more than 30% lower than last year (8.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).
お知らせ • Jun 29Ginlong Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Ginlong Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
分析記事 • Jun 21Ginlong Technologies Co., Ltd.'s (SZSE:300763) Share Price Is Still Matching Investor Opinion Despite 26% SlumpThe Ginlong Technologies Co., Ltd. ( SZSE:300763 ) share price has fared very poorly over the last month, falling by a...
分析記事 • Jun 16Ginlong Technologies (SZSE:300763) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Major Estimate Revision • May 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥8.19b to CN¥7.06b. EPS estimate fell from CN¥3.14 to CN¥2.20 per share. Net income forecast to grow 187% next year vs 45% growth forecast for Electrical industry in China. Consensus price target down from CN¥68.59 to CN¥61.76. Share price was steady at CN¥53.55 over the past week.
分析記事 • May 05Ginlong Technologies' (SZSE:300763) Earnings Quality Is LowShareholders didn't appear too concerned by Ginlong Technologies Co., Ltd.'s ( SZSE:300763 ) weak earnings. We did some...
分析記事 • May 03News Flash: 9 Analysts Think Ginlong Technologies Co., Ltd. (SZSE:300763) Earnings Are Under ThreatMarket forces rained on the parade of Ginlong Technologies Co., Ltd. ( SZSE:300763 ) shareholders today, when the...
分析記事 • May 01Earnings Update: Ginlong Technologies Co., Ltd. (SZSE:300763) Just Reported And Analysts Are Trimming Their ForecastsThe first-quarter results for Ginlong Technologies Co., Ltd. ( SZSE:300763 ) were released last week, making it a good...
New Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (59% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (8.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).
お知らせ • Apr 30Ginlong Technologies Co., Ltd., Annual General Meeting, May 20, 2024Ginlong Technologies Co., Ltd., Annual General Meeting, May 20, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiangshan County, Zhejiang China
分析記事 • Apr 29Are Ginlong Technologies Co., Ltd. (SZSE:300763) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Ginlong Technologies is CN¥46.21 based on 2 Stage Free Cash Flow to Equity...
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: CN¥1.98 (vs CN¥2.86 in FY 2022)Full year 2023 results: EPS: CN¥1.98 (down from CN¥2.86 in FY 2022). Revenue: CN¥6.10b (up 3.6% from FY 2022). Net income: CN¥779.4m (down 27% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 38% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 7.8% to CN¥55.78. The fair value is estimated to be CN¥46.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Buy Or Sell Opportunity • Apr 17Now 21% overvaluedOver the last 90 days, the stock has fallen 29% to CN¥56.49. The fair value is estimated to be CN¥46.71, however this is not to be taken as a sell 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 49%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
お知らせ • Mar 30Ginlong Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Ginlong Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
分析記事 • Mar 29Does Ginlong Technologies (SZSE:300763) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Mar 13There Is A Reason Ginlong Technologies Co., Ltd.'s (SZSE:300763) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 23.5x Ginlong Technologies Co., Ltd. ( SZSE:300763 ) may be sending...
分析記事 • Feb 27The Returns On Capital At Ginlong Technologies (SZSE:300763) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥60.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥44.17 per share.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥77.83, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥45.57 per share.
お知らせ • Dec 29Ginlong Technologies Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥67.28, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 9.4% over the past three years.
Major Estimate Revision • Nov 01Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.67b to CN¥6.24b. EPS estimate fell from CN¥3.89 to CN¥2.49 per share. Net income forecast to grow 56% next year vs 54% growth forecast for Electrical industry in China. Consensus price target down from CN¥95.16 to CN¥87.30. Share price fell 14% to CN¥65.18 over the past week.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.83 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.31 (down from CN¥0.83 in 3Q 2022). Revenue: CN¥1.39b (down 19% from 3Q 2022). Net income: CN¥124.3m (down 59% from 3Q 2022). Profit margin: 8.9% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥67.66, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 41% over the past three years.
Price Target Changed • Oct 18Price target decreased by 12% to CN¥95.16Down from CN¥108, the current price target is an average from 7 analysts. New target price is 19% above last closing price of CN¥79.90. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥3.89 for next year compared to CN¥2.86 last year.
Price Target Changed • Sep 20Price target decreased by 7.4% to CN¥102Down from CN¥110, the current price target is an average from 8 analysts. New target price is 44% above last closing price of CN¥70.90. Stock is down 70% over the past year. The company is forecast to post earnings per share of CN¥3.98 for next year compared to CN¥2.86 last year.
Price Target Changed • Sep 13Price target decreased by 7.9% to CN¥108Down from CN¥117, the current price target is an average from 8 analysts. New target price is 51% above last closing price of CN¥71.31. Stock is down 72% over the past year. The company is forecast to post earnings per share of CN¥4.04 for next year compared to CN¥2.86 last year.
Major Estimate Revision • Sep 05Consensus revenue estimates fall by 25%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥10.2b to CN¥7.67b. EPS estimate fell from CN¥4.91 to CN¥4.08 per share. Net income forecast to grow 64% next year vs 61% growth forecast for Electrical industry in China. Consensus price target down from CN¥129 to CN¥117. Share price fell 2.1% to CN¥76.12 over the past week.
Price Target Changed • Sep 02Price target decreased by 9.7% to CN¥117Down from CN¥129, the current price target is an average from 8 analysts. New target price is 58% above last closing price of CN¥73.86. Stock is down 68% over the past year. The company is forecast to post earnings per share of CN¥4.08 for next year compared to CN¥2.86 last year.
お知らせ • Sep 01Ginlong Technologies Co., Ltd. (SZSE:300763) announces an Equity Buyback for CNY 100 million worth of its shares.Ginlong Technologies Co., Ltd. (SZSE:300763) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased for a price not be more than CNY 135 per share. The purpose of the program The repurchased shares will be used for ESOP and equity incentive plan. The plan will be valid for 12 months.
Reported Earnings • Aug 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.75 (up from CN¥0.63 in 2Q 2022). Revenue: CN¥1.60b (up 19% from 2Q 2022). Net income: CN¥302.9m (up 30% from 2Q 2022). Profit margin: 19% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 23New 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 High level of non-cash earnings (86% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (8.6% increase in shares outstanding).
Buying Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 139% in 2 years. Earnings is forecast to grow by 132% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Electrical industry in China. Total returns to shareholders of 309% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.
New Risk • Jul 11New 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 7.2% 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 (86% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).
お知らせ • Jul 04Ginlong Technologies Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 07 July 2023Ginlong Technologies Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY 4.00000000. Record date is 06 July 2023. Ex-date is 07 July 2023. Payment date is 07 July 2023.
Price Target Changed • Jun 02Price target decreased by 10% to CN¥141Down from CN¥157, the current price target is an average from 7 analysts. New target price is 39% above last closing price of CN¥101. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥4.90 for next year compared to CN¥2.86 last year.
Buying Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be CN¥135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 136% in 2 years. Earnings is forecast to grow by 136% in the next 2 years.
お知らせ • May 18+ 1 more updateGinlong Technologies Co., Ltd. Appoints Independent DirectorsGinlong Technologies Co., Ltd. approved By-election of independent directors, cumulative voting system applicable: Hu Huaquan and Lou Hongying, at its Annual General Meeting of 2022 on 16 May 2023.
Major Estimate Revision • May 18Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥11.2b to CN¥10.0b. EPS estimate fell from CN¥5.12 to CN¥5.06 per share. Net income forecast to grow 77% next year vs 59% growth forecast for Electrical industry in China. Consensus price target down from CN¥200 to CN¥164. Share price was steady at CN¥108 over the past week.
