View ValuationMesnac 将来の成長Future 基準チェック /06現在、 Mesnacの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Machinery 収益成長33.4%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Aug 21Second quarter 2026 earnings released: EPS: CN¥0.10 (vs CN¥0.069 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.10 (up from CN¥0.069 in 2Q 2025). Revenue: CN¥2.71b (up 31% from 2Q 2025). Net income: CN¥105.6m (up 50% from 2Q 2025). Profit margin: 3.9% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jun 30Mesnac Co., Ltd. to Report First Half, 2026 Results on Aug 21, 2026Mesnac Co., Ltd. announced that they will report first half, 2026 results on Aug 21, 2026お知らせ • Jun 05Mesnac Co., Ltd. Implements Profit Distribution Plan of A Shares for 2025, Payable on 08 June 2026Mesnac Co., Ltd. implemented final profit distribution plan of A shares for 2025 of Cash dividend/10 shares (tax included): CNY 0.20000000, Record date: 05 June 2026; Ex-date: 08 June 2026; and Payment date: 08 June 2026.Declared Dividend • Jun 05Dividend of CN¥0.02 announcedShareholders will receive a dividend of CN¥0.02. Ex-date: 8th June 2026 Payment date: 8th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but not covered by cash flows (dividend approximately 20x free cash flows). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 1 highly experienced director. Chairman of the Supervisory Board Xiumei Zhang was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 03Mesnac Co., Ltd., Annual General Meeting, Apr 24, 2026Mesnac Co., Ltd., Annual General Meeting, Apr 24, 2026, at 14:00 China Standard Time. Location: No. 43, Zhengzhou Road, Qingdao, Shandong Chinaお知らせ • Mar 31Mesnac Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Mesnac Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 31Mesnac Co., Ltd. to Report Fiscal Year 2025 Results on Apr 03, 2026Mesnac Co., Ltd. announced that they will report fiscal year 2025 results on Apr 03, 2026お知らせ • Sep 30Mesnac Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Mesnac Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Aug 23Mesnac Co., Ltd. Proposes Interim Cash Dividend for the First Half of 2025Mesnac Co., Ltd. announced on 20 August 2025 the profit distribution proposal for the first half of 2025 as follows: Interim cash dividend/10 shares (tax included): CNY 0.50000000.お知らせ • Jul 02Mesnac Co., Ltd. to Report First Half, 2025 Results on Aug 20, 2025Mesnac Co., Ltd. announced that they will report first half, 2025 results on Aug 20, 2025お知らせ • Apr 25Mesnac Co., Ltd. Proposes Final Cash Dividend for 2024Mesnac Co., Ltd. announced on 23 April 2025 the profit distribution proposal for 2024 as follows: Final Cash dividend (tax included): CNY 1.00000000 per ten shares.お知らせ • Apr 23Mesnac Co., Ltd., Annual General Meeting, May 19, 2025Mesnac Co., Ltd., Annual General Meeting, May 19, 2025, at 14:00 China Standard Time. Location: No. 43, Zhengzhou Road, Qingdao, Shandong Chinaお知らせ • Mar 31Mesnac Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Mesnac Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025お知らせ • Dec 31Mesnac Co., Ltd. to Report Fiscal Year 2024 Results on Apr 03, 2025Mesnac Co., Ltd. announced that they will report fiscal year 2024 results on Apr 03, 2025Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥9.31, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 37x in the Machinery industry in China. Total returns to shareholders of 6.3% over the past three years.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.12 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.12 in 3Q 2023). Revenue: CN¥1.65b (up 34% from 3Q 2023). Net income: CN¥151.4m (up 32% from 3Q 2023). Profit margin: 9.2% (down from 9.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥8.17, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 29x in the Machinery industry in China. Total returns to shareholders of 60% over the past three years.お知らせ • Sep 30Mesnac Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Mesnac Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.079 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.079 in 2Q 2023). Revenue: CN¥1.76b (up 41% from 2Q 2023). Net income: CN¥123.6m (up 62% from 2Q 2023). Profit margin: 7.0% (up from 6.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 29Mesnac Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024Mesnac Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024Declared Dividend • Jun 05Dividend increased to CN¥0.10Dividend of CN¥0.10 is 117% higher than last year. Ex-date: 7th June 2024 Payment date: 7th June 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (25% 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 26% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 60% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • May 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman of the Supervisory Board Xiumei Zhang was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥8.28, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 31x in the Machinery industry in China. Total returns to shareholders of 81% over the past three years.お知らせ • Apr 03Mesnac Co., Ltd., Annual General Meeting, May 17, 2024Mesnac Co., Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: No. 43, Zhengzhou Road, Qingdao, Shandong ChinaReported Earnings • Apr 03Full year 2023 earnings released: EPS: CN¥0.35 (vs CN¥0.21 in FY 2022)Full year 2023 results: EPS: CN¥0.35 (up from CN¥0.21 in FY 2022). Revenue: CN¥5.65b (down 1.5% from FY 2022). Net income: CN¥333.1m (up 64% from FY 2022). Profit margin: 5.9% (up from 3.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 30Mesnac Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Mesnac Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024New Risk • Mar 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (4.4% increase in shares outstanding).Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥4.51, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 25x in the Machinery industry in China. Total returns to shareholders of 12% over the past three years.お知らせ • Dec 29Mesnac Co., Ltd. to Report Fiscal Year 2023 Results on Apr 03, 2024Mesnac Co., Ltd. announced that they will report fiscal year 2023 results on Apr 03, 2024New Risk • Oct 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (3.9% increase in shares outstanding).Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.072 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.12 (up from CN¥0.072 in 3Q 2022). Revenue: CN¥1.24b (up 13% from 3Q 2022). Net income: CN¥114.5m (up 67% from 3Q 2022). Profit margin: 9.3% (up from 6.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.079 (vs CN¥0.04 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.079 (up from CN¥0.04 in 2Q 2022). Revenue: CN¥1.25b (down 26% from 2Q 2022). Net income: CN¥76.5m (up 102% from 2Q 2022). Profit margin: 6.1% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.15 in FY 2021)Full year 2022 results: EPS: CN¥0.21 (up from CN¥0.15 in FY 2021). Revenue: CN¥5.74b (up 5.2% from FY 2021). Net income: CN¥202.7m (up 43% from FY 2021). Profit margin: 3.5% (up from 2.6% in FY 2021). 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 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥7.08, the stock trades at a trailing P/E ratio of 38.6x. Average trailing P/E is 33x in the Machinery industry in China. Total returns to shareholders of 48% over the past three years.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Non-Independent Director & Supervisor Yao Zhang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.072 (vs CN¥0.05 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.072 (up from CN¥0.05 in 3Q 2021). Revenue: CN¥1.09b (down 26% from 3Q 2021). Net income: CN¥68.4m (up 43% from 3Q 2021). Profit margin: 6.3% (up from 3.3% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: CN¥0.04 (vs CN¥0.029 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.04 (up from CN¥0.029 in 2Q 2021). Revenue: CN¥1.68b (up 34% from 2Q 2021). Net income: CN¥37.8m (up 40% from 2Q 2021). Profit margin: 2.3% (up from 2.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥7.30, the stock trades at a trailing P/E ratio of 47.6x. Average trailing P/E is 35x in the Machinery industry in China. Total returns to shareholders of 21% over the past three years.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.011 (vs CN¥0.007 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.011 (up from CN¥0.007 in 1Q 2021). Revenue: CN¥1.24b (up 107% from 1Q 2021). Net income: CN¥10.7m (up 61% from 1Q 2021). Profit margin: 0.9% (down from 1.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Non-Independent Director Qingwu Fan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.15 (up from CN¥0.10 in FY 2020). Revenue: CN¥5.43b (up 76% from FY 2020). Net income: CN¥141.2m (up 48% from FY 2020). Profit margin: 2.6% (down from 3.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.8%. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥8.79, the stock trades at a trailing P/E ratio of 52.9x. Average trailing P/E is 37x in the Machinery industry in China. Total returns to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 32% share price gain to CN¥8.18, the stock trades at a trailing P/E ratio of 49.2x. Average trailing P/E is 36x in the Machinery industry in China. Total returns to shareholders of 78% over the past three years.Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS CN¥0.05 (vs CN¥0.012 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.47b (up 103% from 3Q 2020). Net income: CN¥47.8m (up 201% from 3Q 2020). Profit margin: 3.3% (up from 2.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥5.20, the stock trades at a trailing P/E ratio of 39.4x. Average trailing P/E is 35x in the Machinery industry in China. Total loss to shareholders of 4.4% over the past three years.Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.029 (vs CN¥0.047 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.26b (up 68% from 2Q 2020). Net income: CN¥27.1m (down 37% from 2Q 2020). Profit margin: 2.2% (down from 5.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.10 (vs CN¥0.084 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.08b (up 7.6% from FY 2019). Net income: CN¥96.5m (up 24% from FY 2019). Profit margin: 3.1% (up from 2.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Feb 04New 90-day low: CN¥4.02The company is down 1.0% from its price of CN¥4.08 on 06 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 3.0% over the same period.Is New 90 Day High Low • Dec 23New 90-day high: CN¥4.52The company is up 9.0% from its price of CN¥4.14 on 25 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 2.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day low: CN¥3.96The company is down 11% from its price of CN¥4.46 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 4.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Mesnac は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測XSEC:002073 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20268,831393100372N/A3/31/20268,1913573339N/A12/31/20258,32340373368N/A9/30/20257,950466542830N/A6/30/20257,834460434761N/A3/31/20257,522514654926N/A12/31/20247,178506619916N/A9/30/20246,849467-25338N/A6/30/20246,432430-130275N/A3/31/20245,918383-191314N/A12/31/20235,648333-295231N/A9/30/20235,404295-55480N/A6/30/20235,257249-44496N/A3/31/20235,693211-58412N/A1/1/20235,736203-71383N/A9/30/20226,142178-252279N/A6/30/20226,516157-232277N/A3/31/20226,094146-421189N/A1/1/20225,455142-397253N/A9/30/20214,488155-271206N/A6/30/20213,743123-141255N/A3/31/20213,23313936272N/A12/31/20203,0829532172N/A9/30/20202,65029-7656N/A6/30/20202,60218-143-9N/A3/31/20202,59922N/A30N/A12/31/20192,86578N/A145N/A9/30/20193,039-320N/A310N/A6/30/20193,001-311N/A275N/A3/31/20192,878-311N/A184N/A12/31/20182,761-313N/A140N/A9/30/20182,68085N/A47N/A6/30/20182,70793N/A206N/A3/31/20182,75094N/A301N/A12/31/20172,73492N/A328N/A9/30/20172,489-651N/A495N/A6/30/20172,262-728N/A446N/A3/31/20172,192-721N/A199N/A12/31/20161,933-771N/A47N/A9/30/20162,01610N/A184N/A6/30/20162,009107N/A-58N/A3/31/20162,317148N/A-42N/A12/31/20152,516210N/A22N/A9/30/20152,833236N/A-306N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 002073の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 002073の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 002073の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 002073の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 002073の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002073の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/08/24 16:58終値2026/08/24 00:00収益2026/06/30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Mesnac Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Jian CuiBohai Securities Co., Ltd.Junyi PuEverbright Securities Co. Ltd.Renmin MaHuatai Research3 その他のアナリストを表示
Reported Earnings • Aug 21Second quarter 2026 earnings released: EPS: CN¥0.10 (vs CN¥0.069 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.10 (up from CN¥0.069 in 2Q 2025). Revenue: CN¥2.71b (up 31% from 2Q 2025). Net income: CN¥105.6m (up 50% from 2Q 2025). Profit margin: 3.9% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jun 30Mesnac Co., Ltd. to Report First Half, 2026 Results on Aug 21, 2026Mesnac Co., Ltd. announced that they will report first half, 2026 results on Aug 21, 2026
お知らせ • Jun 05Mesnac Co., Ltd. Implements Profit Distribution Plan of A Shares for 2025, Payable on 08 June 2026Mesnac Co., Ltd. implemented final profit distribution plan of A shares for 2025 of Cash dividend/10 shares (tax included): CNY 0.20000000, Record date: 05 June 2026; Ex-date: 08 June 2026; and Payment date: 08 June 2026.
Declared Dividend • Jun 05Dividend of CN¥0.02 announcedShareholders will receive a dividend of CN¥0.02. Ex-date: 8th June 2026 Payment date: 8th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but not covered by cash flows (dividend approximately 20x free cash flows). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 1 highly experienced director. Chairman of the Supervisory Board Xiumei Zhang was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 03Mesnac Co., Ltd., Annual General Meeting, Apr 24, 2026Mesnac Co., Ltd., Annual General Meeting, Apr 24, 2026, at 14:00 China Standard Time. Location: No. 43, Zhengzhou Road, Qingdao, Shandong China
お知らせ • Mar 31Mesnac Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Mesnac Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 31Mesnac Co., Ltd. to Report Fiscal Year 2025 Results on Apr 03, 2026Mesnac Co., Ltd. announced that they will report fiscal year 2025 results on Apr 03, 2026
お知らせ • Sep 30Mesnac Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Mesnac Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Aug 23Mesnac Co., Ltd. Proposes Interim Cash Dividend for the First Half of 2025Mesnac Co., Ltd. announced on 20 August 2025 the profit distribution proposal for the first half of 2025 as follows: Interim cash dividend/10 shares (tax included): CNY 0.50000000.
お知らせ • Jul 02Mesnac Co., Ltd. to Report First Half, 2025 Results on Aug 20, 2025Mesnac Co., Ltd. announced that they will report first half, 2025 results on Aug 20, 2025
お知らせ • Apr 25Mesnac Co., Ltd. Proposes Final Cash Dividend for 2024Mesnac Co., Ltd. announced on 23 April 2025 the profit distribution proposal for 2024 as follows: Final Cash dividend (tax included): CNY 1.00000000 per ten shares.
お知らせ • Apr 23Mesnac Co., Ltd., Annual General Meeting, May 19, 2025Mesnac Co., Ltd., Annual General Meeting, May 19, 2025, at 14:00 China Standard Time. Location: No. 43, Zhengzhou Road, Qingdao, Shandong China
お知らせ • Mar 31Mesnac Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Mesnac Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025
お知らせ • Dec 31Mesnac Co., Ltd. to Report Fiscal Year 2024 Results on Apr 03, 2025Mesnac Co., Ltd. announced that they will report fiscal year 2024 results on Apr 03, 2025
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥9.31, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 37x in the Machinery industry in China. Total returns to shareholders of 6.3% over the past three years.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.12 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.12 in 3Q 2023). Revenue: CN¥1.65b (up 34% from 3Q 2023). Net income: CN¥151.4m (up 32% from 3Q 2023). Profit margin: 9.2% (down from 9.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥8.17, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 29x in the Machinery industry in China. Total returns to shareholders of 60% over the past three years.
お知らせ • Sep 30Mesnac Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Mesnac Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024
Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.079 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.079 in 2Q 2023). Revenue: CN¥1.76b (up 41% from 2Q 2023). Net income: CN¥123.6m (up 62% from 2Q 2023). Profit margin: 7.0% (up from 6.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 29Mesnac Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024Mesnac Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024
Declared Dividend • Jun 05Dividend increased to CN¥0.10Dividend of CN¥0.10 is 117% higher than last year. Ex-date: 7th June 2024 Payment date: 7th June 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (25% 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 26% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 60% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • May 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman of the Supervisory Board Xiumei Zhang was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥8.28, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 31x in the Machinery industry in China. Total returns to shareholders of 81% over the past three years.
お知らせ • Apr 03Mesnac Co., Ltd., Annual General Meeting, May 17, 2024Mesnac Co., Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: No. 43, Zhengzhou Road, Qingdao, Shandong China
Reported Earnings • Apr 03Full year 2023 earnings released: EPS: CN¥0.35 (vs CN¥0.21 in FY 2022)Full year 2023 results: EPS: CN¥0.35 (up from CN¥0.21 in FY 2022). Revenue: CN¥5.65b (down 1.5% from FY 2022). Net income: CN¥333.1m (up 64% from FY 2022). Profit margin: 5.9% (up from 3.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 30Mesnac Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Mesnac Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
New Risk • Mar 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (4.4% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥4.51, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 25x in the Machinery industry in China. Total returns to shareholders of 12% over the past three years.
お知らせ • Dec 29Mesnac Co., Ltd. to Report Fiscal Year 2023 Results on Apr 03, 2024Mesnac Co., Ltd. announced that they will report fiscal year 2023 results on Apr 03, 2024
New Risk • Oct 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (3.9% increase in shares outstanding).
Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.072 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.12 (up from CN¥0.072 in 3Q 2022). Revenue: CN¥1.24b (up 13% from 3Q 2022). Net income: CN¥114.5m (up 67% from 3Q 2022). Profit margin: 9.3% (up from 6.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.079 (vs CN¥0.04 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.079 (up from CN¥0.04 in 2Q 2022). Revenue: CN¥1.25b (down 26% from 2Q 2022). Net income: CN¥76.5m (up 102% from 2Q 2022). Profit margin: 6.1% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.15 in FY 2021)Full year 2022 results: EPS: CN¥0.21 (up from CN¥0.15 in FY 2021). Revenue: CN¥5.74b (up 5.2% from FY 2021). Net income: CN¥202.7m (up 43% from FY 2021). Profit margin: 3.5% (up from 2.6% in FY 2021). 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 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥7.08, the stock trades at a trailing P/E ratio of 38.6x. Average trailing P/E is 33x in the Machinery industry in China. Total returns to shareholders of 48% over the past three years.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Non-Independent Director & Supervisor Yao Zhang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.072 (vs CN¥0.05 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.072 (up from CN¥0.05 in 3Q 2021). Revenue: CN¥1.09b (down 26% from 3Q 2021). Net income: CN¥68.4m (up 43% from 3Q 2021). Profit margin: 6.3% (up from 3.3% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: CN¥0.04 (vs CN¥0.029 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.04 (up from CN¥0.029 in 2Q 2021). Revenue: CN¥1.68b (up 34% from 2Q 2021). Net income: CN¥37.8m (up 40% from 2Q 2021). Profit margin: 2.3% (up from 2.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥7.30, the stock trades at a trailing P/E ratio of 47.6x. Average trailing P/E is 35x in the Machinery industry in China. Total returns to shareholders of 21% over the past three years.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.011 (vs CN¥0.007 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.011 (up from CN¥0.007 in 1Q 2021). Revenue: CN¥1.24b (up 107% from 1Q 2021). Net income: CN¥10.7m (up 61% from 1Q 2021). Profit margin: 0.9% (down from 1.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Non-Independent Director Qingwu Fan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.15 (up from CN¥0.10 in FY 2020). Revenue: CN¥5.43b (up 76% from FY 2020). Net income: CN¥141.2m (up 48% from FY 2020). Profit margin: 2.6% (down from 3.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.8%. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥8.79, the stock trades at a trailing P/E ratio of 52.9x. Average trailing P/E is 37x in the Machinery industry in China. Total returns to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improved over the past weekAfter last week's 32% share price gain to CN¥8.18, the stock trades at a trailing P/E ratio of 49.2x. Average trailing P/E is 36x in the Machinery industry in China. Total returns to shareholders of 78% over the past three years.
Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS CN¥0.05 (vs CN¥0.012 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.47b (up 103% from 3Q 2020). Net income: CN¥47.8m (up 201% from 3Q 2020). Profit margin: 3.3% (up from 2.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥5.20, the stock trades at a trailing P/E ratio of 39.4x. Average trailing P/E is 35x in the Machinery industry in China. Total loss to shareholders of 4.4% over the past three years.
Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.029 (vs CN¥0.047 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.26b (up 68% from 2Q 2020). Net income: CN¥27.1m (down 37% from 2Q 2020). Profit margin: 2.2% (down from 5.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.10 (vs CN¥0.084 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.08b (up 7.6% from FY 2019). Net income: CN¥96.5m (up 24% from FY 2019). Profit margin: 3.1% (up from 2.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Feb 04New 90-day low: CN¥4.02The company is down 1.0% from its price of CN¥4.08 on 06 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Dec 23New 90-day high: CN¥4.52The company is up 9.0% from its price of CN¥4.14 on 25 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day low: CN¥3.96The company is down 11% from its price of CN¥4.46 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 4.0% over the same period.