View ValuationSumec 将来の成長Future 基準チェック /06現在、 Sumec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Trade Distributors 収益成長39.3%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 updatesDeclared Dividend • Jun 13Dividend increased to CN¥0.41Dividend of CN¥0.41 is 12% higher than last year. Ex-date: 18th June 2026 Payment date: 18th June 2026 Dividend yield will be 3.7%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by earnings (40% 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 25% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Dong Li was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 14Sumec Corporation Limited, Annual General Meeting, May 19, 2026Sumec Corporation Limited, Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu Chinaお知らせ • Mar 30Sumec Corporation Limited to Report Q1, 2026 Results on Apr 24, 2026Sumec Corporation Limited announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Dec 26Sumec Corporation Limited to Report Fiscal Year 2025 Results on Apr 14, 2026Sumec Corporation Limited announced that they will report fiscal year 2025 results on Apr 14, 2026お知らせ • Sep 30Sumec Corporation Limited to Report Q3, 2025 Results on Oct 24, 2025Sumec Corporation Limited announced that they will report Q3, 2025 results on Oct 24, 2025お知らせ • Jun 30Sumec Corporation Limited to Report First Half, 2025 Results on Aug 28, 2025Sumec Corporation Limited announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Apr 17Sumec Corporation Limited (SHSE:600710) agreed to acquire an additional 16.92% stake in Lanpec Technologies Limited (SHSE:601798) from Sinomach Capital Management Corporation for approximately CNY 400 million.Sumec Corporation Limited (SHSE:600710) agreed to acquire an additional 16.92% stake in Lanpec Technologies Limited (SHSE:601798) from Sinomach Capital Management Corporation for approximately CNY 400 million on April 17, 2025. As part of consideration, an undisclosed value is paid towards common equity of Lanpec Technologies Limited. Upon completion, Sumec Corporation Limited will own 21.72% stake in Lanpec Technologies Limited. Sumec Corporation Limited will purchase 60 million shares at CNY 6.71 per share. The transaction will be funded from the Sumec Corporation Limited's own funds. The transaction still requires the review and approval of the board of directors and shareholders’ meeting of Sumec Corporation Limited and the confirmation from the compliance review and confirmation from the Shanghai Stock Exchange.お知らせ • Apr 14Sumec Corporation Limited, Annual General Meeting, May 13, 2025Sumec Corporation Limited, Annual General Meeting, May 13, 2025, at 15:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu Chinaお知らせ • Mar 28Sumec Corporation Limited to Report Q1, 2025 Results on Apr 23, 2025Sumec Corporation Limited announced that they will report Q1, 2025 results on Apr 23, 2025お知らせ • Dec 27Sumec Corporation Limited to Report Fiscal Year 2024 Results on Apr 12, 2025Sumec Corporation Limited announced that they will report fiscal year 2024 results on Apr 12, 2025Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.33 (vs CN¥0.30 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.33 (up from CN¥0.30 in 3Q 2023). Revenue: CN¥31.0b (down 1.7% from 3Q 2023). Net income: CN¥430.7m (up 13% from 3Q 2023). Profit margin: 1.4% (up from 1.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Trade Distributors industry in China.お知らせ • Sep 30Sumec Corporation Limited to Report Q3, 2024 Results on Oct 25, 2024Sumec Corporation Limited announced that they will report Q3, 2024 results on Oct 25, 2024お知らせ • Sep 10Sumec Corporation Limited (SHSE:600710) agreed to acquire 4.80% stake in Lanpec Technologies Limited (SHSE:601798) from China Perfect Machinery Industry Corp., Ltd. on September 10, 2024. A cash consideration of CNY 86.53 million.Sumec Corporation Limited (SHSE:600710) agreed to acquire 4.80% stake in Lanpec Technologies Limited (SHSE:601798) from China Perfect Machinery Industry Corp., Ltd. on September 10, 2024. The transaction will be financed through the own funds of Sumec. As of June 30, 2024, Lanpec Technologies Limited reported total assets of CNY 2.35 billion and total common equity of CNY 1.32 billion. The transaction is subject to approval of merger agreement by target board.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.24 (up from CN¥0.20 in 2Q 2023). Revenue: CN¥32.2b (down 3.9% from 2Q 2023). Net income: CN¥304.5m (up 17% from 2Q 2023). Profit margin: 0.9% (in line with 2Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Trade Distributors industry in China.Reported Earnings • Jul 10Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.24 (up from CN¥0.20 in 2Q 2023). Revenue: CN¥32.2b (down 3.9% from 2Q 2023). Net income: CN¥304.5m (up 17% from 2Q 2023). Profit margin: 0.9% (in line with 2Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Trade Distributors industry in China.お知らせ • Jun 28Sumec Corporation Limited to Report First Half, 2024 Results on Aug 17, 2024Sumec Corporation Limited announced that they will report first half, 2024 results on Aug 17, 2024Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.19 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.20 (up from CN¥0.19 in 1Q 2023). Revenue: CN¥23.7b (down 23% from 1Q 2023). Net income: CN¥265.9m (up 5.2% from 1Q 2023). Profit margin: 1.1% (up from 0.8% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Trade Distributors industry in China.Reported Earnings • Apr 16Full year 2023 earnings released: EPS: CN¥0.79 (vs CN¥0.70 in FY 2022)Full year 2023 results: EPS: CN¥0.79 (up from CN¥0.70 in FY 2022). Revenue: CN¥123.0b (down 13% from FY 2022). Net income: CN¥1.03b (up 13% from FY 2022). Profit margin: 0.8% (up from 0.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Trade Distributors industry in China.お知らせ • Apr 13Sumec Corporation Limited, Annual General Meeting, May 09, 2024Sumec Corporation Limited, Annual General Meeting, May 09, 2024, at 15:00 China Standard Time.お知らせ • Mar 29Sumec Corporation Limited to Report Q1, 2024 Results on Apr 26, 2024Sumec Corporation Limited announced that they will report Q1, 2024 results on Apr 26, 2024Reported Earnings • Jan 30Full year 2023 earnings released: EPS: CN¥0.79 (vs CN¥0.70 in FY 2022)Full year 2023 results: EPS: CN¥0.79 (up from CN¥0.70 in FY 2022). Revenue: CN¥123.0b (down 13% from FY 2022). Net income: CN¥1.03b (up 12% from FY 2022). Profit margin: 0.8% (up from 0.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Trade Distributors industry in China.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥7.69, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Trade Distributors industry in China.お知らせ • Dec 29Sumec Corporation Limited to Report Fiscal Year 2023 Results on Apr 13, 2024Sumec Corporation Limited announced that they will report fiscal year 2023 results on Apr 13, 2024Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.25 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30 (up from CN¥0.25 in 3Q 2022). Revenue: CN¥31.6b (down 18% from 3Q 2022). Net income: CN¥383.0m (up 15% from 3Q 2022). Profit margin: 1.2% (up from 0.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Trade Distributors industry in China.お知らせ • Sep 30Sumec Corporation Limited to Report Q3, 2023 Results on Oct 26, 2023Sumec Corporation Limited announced that they will report Q3, 2023 results on Oct 26, 2023Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.19 in 2Q 2022). Revenue: CN¥33.5b (down 27% from 2Q 2022). Net income: CN¥259.5m (up 9.0% from 2Q 2022). Profit margin: 0.8% (up from 0.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Trade Distributors industry in China.Reported Earnings • Jul 16Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.19 in 2Q 2022). Revenue: CN¥33.5b (down 27% from 2Q 2022). Net income: CN¥259.9m (up 9.1% from 2Q 2022). Profit margin: 0.8% (up from 0.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Trade Distributors industry in China.お知らせ • Jun 28Sumec Corporation Limited to Report First Half, 2023 Results on Aug 18, 2023Sumec Corporation Limited announced that they will report first half, 2023 results on Aug 18, 2023Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥8.13, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 24x in the Trade Distributors industry in China.Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥0.69 (vs CN¥0.59 in FY 2021)Full year 2022 results: EPS: CN¥0.69 (up from CN¥0.59 in FY 2021). Revenue: CN¥151.0b (down 11% from FY 2021). Net income: CN¥901.0m (up 18% from FY 2021). Profit margin: 0.6% (up from 0.5% in FY 2021). The increase in margin was driven by lower expenses.Board Change • Mar 15Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Mao Ning was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. 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、Sumec 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XSSC:600710 - 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3/31/2026123,1651,372-2,711-2,150N/A12/31/2025117,8111,356-1,201-702N/A9/30/2025117,7531,2501,2571,528N/A6/30/2025116,4551,2224,9695,072N/A3/31/2025119,2011,1758,7568,825N/A12/31/2024117,1741,1485,0195,167N/A9/30/2024113,9271,1386,2076,479N/A6/30/2024114,4611,0931,5711,828N/A3/31/2024115,7701,0431,1031,539N/A12/31/2023123,0171,0282,4792,819N/A9/30/2023122,2421,0201,7802,106N/A6/30/2023129,0389687,0177,373N/A3/31/2023141,4659517,5287,713N/A12/31/2022141,1489135,9566,183N/A9/30/2022159,49390010,68010,955N/A6/30/2022166,0928478,0288,355N/A3/31/2022166,3697787,8548,201N/A12/31/2021168,6827675,3895,718N/A9/30/2021152,296676-410242N/A6/30/2021134,108672-1,330-706N/A3/31/2021115,4896772,1192,813N/A12/31/202098,5905463,3004,003N/A9/30/202091,3635403,4964,370N/A6/30/202088,4514663,2924,199N/A3/31/202083,037441-2,744-1,864N/A12/31/201985,672452N/A3,453N/A9/30/201987,581543N/A4,840N/A6/30/201983,296483N/A3,188N/A3/31/201983,365462N/A5,048N/A12/31/201881,959455N/A3,224N/A9/30/201881,555433N/A4,435N/A6/30/201879,622399N/A4,577N/A3/31/201874,891364N/A5,788N/A12/31/201774,086358N/A4,168N/A9/30/201770,893478N/A-1,014N/A6/30/201762,837364N/A-1,167N/A3/31/201758,763288N/A-3,427N/A12/31/201650,173207N/A-1,873N/A9/30/201671,72978N/A-399N/A6/30/201662,380-51N/A110N/A3/31/201649,185-205N/A-128N/A12/31/201541,479-262N/A239N/A9/30/20151,032-430N/A57N/A6/30/20151,081-329N/A-34N/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: 600710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: 600710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: 600710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: 600710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: 600710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: 600710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2026/06/20 23:11終値2026/06/18 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Sumec Corporation Limited 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。3 アナリスト機関Haibo LiuCitic Securities Co., Ltd.Min Deng YunEverbright Securities Co. Ltd.Fu Li HeTianfeng Securities Brokerage Co., Ltd
Declared Dividend • Jun 13Dividend increased to CN¥0.41Dividend of CN¥0.41 is 12% higher than last year. Ex-date: 18th June 2026 Payment date: 18th June 2026 Dividend yield will be 3.7%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by earnings (40% 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 25% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Dong Li was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 14Sumec Corporation Limited, Annual General Meeting, May 19, 2026Sumec Corporation Limited, Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China
お知らせ • Mar 30Sumec Corporation Limited to Report Q1, 2026 Results on Apr 24, 2026Sumec Corporation Limited announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Dec 26Sumec Corporation Limited to Report Fiscal Year 2025 Results on Apr 14, 2026Sumec Corporation Limited announced that they will report fiscal year 2025 results on Apr 14, 2026
お知らせ • Sep 30Sumec Corporation Limited to Report Q3, 2025 Results on Oct 24, 2025Sumec Corporation Limited announced that they will report Q3, 2025 results on Oct 24, 2025
お知らせ • Jun 30Sumec Corporation Limited to Report First Half, 2025 Results on Aug 28, 2025Sumec Corporation Limited announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Apr 17Sumec Corporation Limited (SHSE:600710) agreed to acquire an additional 16.92% stake in Lanpec Technologies Limited (SHSE:601798) from Sinomach Capital Management Corporation for approximately CNY 400 million.Sumec Corporation Limited (SHSE:600710) agreed to acquire an additional 16.92% stake in Lanpec Technologies Limited (SHSE:601798) from Sinomach Capital Management Corporation for approximately CNY 400 million on April 17, 2025. As part of consideration, an undisclosed value is paid towards common equity of Lanpec Technologies Limited. Upon completion, Sumec Corporation Limited will own 21.72% stake in Lanpec Technologies Limited. Sumec Corporation Limited will purchase 60 million shares at CNY 6.71 per share. The transaction will be funded from the Sumec Corporation Limited's own funds. The transaction still requires the review and approval of the board of directors and shareholders’ meeting of Sumec Corporation Limited and the confirmation from the compliance review and confirmation from the Shanghai Stock Exchange.
お知らせ • Apr 14Sumec Corporation Limited, Annual General Meeting, May 13, 2025Sumec Corporation Limited, Annual General Meeting, May 13, 2025, at 15:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China
お知らせ • Mar 28Sumec Corporation Limited to Report Q1, 2025 Results on Apr 23, 2025Sumec Corporation Limited announced that they will report Q1, 2025 results on Apr 23, 2025
お知らせ • Dec 27Sumec Corporation Limited to Report Fiscal Year 2024 Results on Apr 12, 2025Sumec Corporation Limited announced that they will report fiscal year 2024 results on Apr 12, 2025
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.33 (vs CN¥0.30 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.33 (up from CN¥0.30 in 3Q 2023). Revenue: CN¥31.0b (down 1.7% from 3Q 2023). Net income: CN¥430.7m (up 13% from 3Q 2023). Profit margin: 1.4% (up from 1.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Trade Distributors industry in China.
お知らせ • Sep 30Sumec Corporation Limited to Report Q3, 2024 Results on Oct 25, 2024Sumec Corporation Limited announced that they will report Q3, 2024 results on Oct 25, 2024
お知らせ • Sep 10Sumec Corporation Limited (SHSE:600710) agreed to acquire 4.80% stake in Lanpec Technologies Limited (SHSE:601798) from China Perfect Machinery Industry Corp., Ltd. on September 10, 2024. A cash consideration of CNY 86.53 million.Sumec Corporation Limited (SHSE:600710) agreed to acquire 4.80% stake in Lanpec Technologies Limited (SHSE:601798) from China Perfect Machinery Industry Corp., Ltd. on September 10, 2024. The transaction will be financed through the own funds of Sumec. As of June 30, 2024, Lanpec Technologies Limited reported total assets of CNY 2.35 billion and total common equity of CNY 1.32 billion. The transaction is subject to approval of merger agreement by target board.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.24 (up from CN¥0.20 in 2Q 2023). Revenue: CN¥32.2b (down 3.9% from 2Q 2023). Net income: CN¥304.5m (up 17% from 2Q 2023). Profit margin: 0.9% (in line with 2Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Trade Distributors industry in China.
Reported Earnings • Jul 10Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.24 (up from CN¥0.20 in 2Q 2023). Revenue: CN¥32.2b (down 3.9% from 2Q 2023). Net income: CN¥304.5m (up 17% from 2Q 2023). Profit margin: 0.9% (in line with 2Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Trade Distributors industry in China.
お知らせ • Jun 28Sumec Corporation Limited to Report First Half, 2024 Results on Aug 17, 2024Sumec Corporation Limited announced that they will report first half, 2024 results on Aug 17, 2024
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.19 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.20 (up from CN¥0.19 in 1Q 2023). Revenue: CN¥23.7b (down 23% from 1Q 2023). Net income: CN¥265.9m (up 5.2% from 1Q 2023). Profit margin: 1.1% (up from 0.8% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Trade Distributors industry in China.
Reported Earnings • Apr 16Full year 2023 earnings released: EPS: CN¥0.79 (vs CN¥0.70 in FY 2022)Full year 2023 results: EPS: CN¥0.79 (up from CN¥0.70 in FY 2022). Revenue: CN¥123.0b (down 13% from FY 2022). Net income: CN¥1.03b (up 13% from FY 2022). Profit margin: 0.8% (up from 0.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Trade Distributors industry in China.
お知らせ • Apr 13Sumec Corporation Limited, Annual General Meeting, May 09, 2024Sumec Corporation Limited, Annual General Meeting, May 09, 2024, at 15:00 China Standard Time.
お知らせ • Mar 29Sumec Corporation Limited to Report Q1, 2024 Results on Apr 26, 2024Sumec Corporation Limited announced that they will report Q1, 2024 results on Apr 26, 2024
Reported Earnings • Jan 30Full year 2023 earnings released: EPS: CN¥0.79 (vs CN¥0.70 in FY 2022)Full year 2023 results: EPS: CN¥0.79 (up from CN¥0.70 in FY 2022). Revenue: CN¥123.0b (down 13% from FY 2022). Net income: CN¥1.03b (up 12% from FY 2022). Profit margin: 0.8% (up from 0.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Trade Distributors industry in China.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥7.69, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Trade Distributors industry in China.
お知らせ • Dec 29Sumec Corporation Limited to Report Fiscal Year 2023 Results on Apr 13, 2024Sumec Corporation Limited announced that they will report fiscal year 2023 results on Apr 13, 2024
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.25 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30 (up from CN¥0.25 in 3Q 2022). Revenue: CN¥31.6b (down 18% from 3Q 2022). Net income: CN¥383.0m (up 15% from 3Q 2022). Profit margin: 1.2% (up from 0.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Trade Distributors industry in China.
お知らせ • Sep 30Sumec Corporation Limited to Report Q3, 2023 Results on Oct 26, 2023Sumec Corporation Limited announced that they will report Q3, 2023 results on Oct 26, 2023
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.19 in 2Q 2022). Revenue: CN¥33.5b (down 27% from 2Q 2022). Net income: CN¥259.5m (up 9.0% from 2Q 2022). Profit margin: 0.8% (up from 0.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Trade Distributors industry in China.
Reported Earnings • Jul 16Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.19 in 2Q 2022). Revenue: CN¥33.5b (down 27% from 2Q 2022). Net income: CN¥259.9m (up 9.1% from 2Q 2022). Profit margin: 0.8% (up from 0.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Trade Distributors industry in China.
お知らせ • Jun 28Sumec Corporation Limited to Report First Half, 2023 Results on Aug 18, 2023Sumec Corporation Limited announced that they will report first half, 2023 results on Aug 18, 2023
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥8.13, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 24x in the Trade Distributors industry in China.
Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥0.69 (vs CN¥0.59 in FY 2021)Full year 2022 results: EPS: CN¥0.69 (up from CN¥0.59 in FY 2021). Revenue: CN¥151.0b (down 11% from FY 2021). Net income: CN¥901.0m (up 18% from FY 2021). Profit margin: 0.6% (up from 0.5% in FY 2021). The increase in margin was driven by lower expenses.
Board Change • Mar 15Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Mao Ning was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.