View ValuationChengdu M&S Electronics TechnologyLtd 将来の成長Future 基準チェック /56Chengdu M&S Electronics TechnologyLtd利益と収益がそれぞれ年間72.2%と33.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10% 72.4%なると予測されています。主要情報72.2%収益成長率72.45%EPS成長率Aerospace & Defense 収益成長30.8%収益成長率33.4%将来の株主資本利益率10.03%アナリストカバレッジLow最終更新日22 Apr 2026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 updatesBoard 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. 8 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Jian Feng 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 22Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 13, 2026Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan Chinaお知らせ • Mar 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26Chengdu M&S Electronics Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026お知らせ • Dec 11Sichuan Development Leading Capital Management Co., Ltd. completed the acquisition of 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong.Sichuan Development Leading Capital Management Co., Ltd. agreed to acquire 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong for approximately CNY 320 million on October 16, 2025. Sichuan Development Leading Capital Management Co., Ltd. completed the acquisition of 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong on December 9, 2025.お知らせ • Sep 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Jun 30Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • Apr 30Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 22, 2025Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time.お知らせ • Mar 28Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Dec 27Chengdu M&S Electronics Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025Reported Earnings • Oct 29Third quarter 2024 earnings released: CN¥0.53 loss per share (vs CN¥0.80 loss in 3Q 2023)Third quarter 2024 results: CN¥0.53 loss per share. Revenue: CN¥7.03m (down 82% from 3Q 2023). Net loss: CN¥84.6m (loss widened 333% from 3Q 2023). Revenue is forecast to grow 92% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Aerospace & Defense industry in China.お知らせ • Sep 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.13 loss per share (vs CN¥0.31 profit in 2Q 2023)Second quarter 2024 results: CN¥0.13 loss per share (down from CN¥0.31 profit in 2Q 2023). Revenue: CN¥65.7m (down 66% from 2Q 2023). Net loss: CN¥21.3m (down 142% from profit in 2Q 2023). Revenue is forecast to grow 82% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Aerospace & Defense industry in China.お知らせ • Jun 28Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024お知らせ • Apr 29Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 17, 2024Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan ChinaReported Earnings • Apr 28Full year 2023 earnings released: CN¥0.43 loss per share (vs CN¥0.16 profit in FY 2022)Full year 2023 results: CN¥0.43 loss per share (down from CN¥0.16 profit in FY 2022). Revenue: CN¥331.3m (down 31% from FY 2022). Net loss: CN¥56.3m (down 317% from profit in FY 2022). Revenue is forecast to grow 62% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Aerospace & Defense industry in China.お知らせ • Mar 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Reported Earnings • Feb 29Full year 2023 earnings released: CN¥0.40 loss per share (vs CN¥0.16 profit in FY 2022)Full year 2023 results: CN¥0.40 loss per share (down from CN¥0.16 profit in FY 2022). Revenue: CN¥334.4m (down 30% from FY 2022). Net loss: CN¥52.6m (down 303% from profit in FY 2022). Revenue is forecast to grow 61% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Oct 25Third quarter 2023 earnings released: CN¥0.80 loss per share (vs CN¥0.001 loss in 3Q 2022)Third quarter 2023 results: CN¥0.80 loss per share (further deteriorated from CN¥0.001 loss in 3Q 2022). Revenue: CN¥40.0m (down 62% from 3Q 2022). Net loss: CN¥19.5m (loss widened CN¥19.4m from 3Q 2022). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.New Risk • Aug 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 106% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.0% net profit margin).Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: CN¥0.44 (vs CN¥0.20 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.44 (up from CN¥0.20 in 2Q 2022). Revenue: CN¥193.0m (up 66% from 2Q 2022). Net income: CN¥50.6m (up 125% from 2Q 2022). Profit margin: 26% (up from 19% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.New Risk • Jul 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.7% net profit margin).お知らせ • Jun 28Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 15, 2023Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 15, 2023Reported Earnings • Apr 30Full year 2022 earnings released: EPS: CN¥0.23 (vs CN¥1.18 in FY 2021)Full year 2022 results: EPS: CN¥0.23 (down from CN¥1.18 in FY 2021). Revenue: CN¥478.9m (flat on FY 2021). Net income: CN¥26.0m (down 81% from FY 2021). Profit margin: 5.4% (down from 28% in FY 2021).Board Change • Mar 14Less 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. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xianzheng Zong was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.業績と収益の成長予測XSSC:688311 - 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12/31/20281,443268N/A318112/31/2027966171N/A90212/31/2026779106N/A34413/31/2026516-17160180N/A12/31/2025525-16190206N/A9/30/2025301-192-69N/A6/30/2025179-266-78-61N/A3/31/2025146-265-259-245N/A12/31/2024139-272-352-302N/A9/30/2024144-195-185-119N/A6/30/2024177-130-181-98N/A3/31/2024304-59-180-70N/A12/31/2023331-56-223-86N/A9/30/202352028-12461N/A6/30/202358447-91128N/A3/31/202350819-16779N/A12/31/202247926-26941N/A9/30/202247493-32820N/A6/30/202243597-355-24N/A3/31/2022468121-326-35N/A12/31/2021476134-11678N/A9/30/2021485123-6763N/A6/30/2021474122-9255N/A3/31/2021428114-7375N/A12/31/2020423107-6369N/A9/30/202033486-125-6N/A6/30/202032186-7011N/A3/31/202029575-6030N/A12/31/201928373N/A27N/A12/31/201820232N/A51N/A12/31/20171615N/A48N/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: 688311は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.4% ) よりも高い成長率であると考えられます。収益対市場: 688311今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 688311今後 3 年以内に収益を上げることが予想されます。収益対市場: 688311の収益 ( 33.4% ) CN市場 ( 16.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 688311の収益 ( 33.4% ) 20%よりも速いペースで成長すると予測されています。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: 688311の 自己資本利益率 は、3年後には低くなると予測されています ( 10 %)。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2026/05/22 18:44終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Chengdu M&S Electronics Technology Co.,Ltd. 2 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。5 アナリスト機関Chenshuo FuCitic Securities Co., Ltd.Chao HuaGuosen Securities Co., Ltd.Xing WangHuatai Research2 その他のアナリストを表示
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. 8 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Jian Feng 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 22Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 13, 2026Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China
お知らせ • Mar 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26Chengdu M&S Electronics Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026
お知らせ • Dec 11Sichuan Development Leading Capital Management Co., Ltd. completed the acquisition of 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong.Sichuan Development Leading Capital Management Co., Ltd. agreed to acquire 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong for approximately CNY 320 million on October 16, 2025. Sichuan Development Leading Capital Management Co., Ltd. completed the acquisition of 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong on December 9, 2025.
お知らせ • Sep 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jun 30Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • Apr 30Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 22, 2025Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time.
お知らせ • Mar 28Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Dec 27Chengdu M&S Electronics Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Reported Earnings • Oct 29Third quarter 2024 earnings released: CN¥0.53 loss per share (vs CN¥0.80 loss in 3Q 2023)Third quarter 2024 results: CN¥0.53 loss per share. Revenue: CN¥7.03m (down 82% from 3Q 2023). Net loss: CN¥84.6m (loss widened 333% from 3Q 2023). Revenue is forecast to grow 92% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Aerospace & Defense industry in China.
お知らせ • Sep 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.13 loss per share (vs CN¥0.31 profit in 2Q 2023)Second quarter 2024 results: CN¥0.13 loss per share (down from CN¥0.31 profit in 2Q 2023). Revenue: CN¥65.7m (down 66% from 2Q 2023). Net loss: CN¥21.3m (down 142% from profit in 2Q 2023). Revenue is forecast to grow 82% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Aerospace & Defense industry in China.
お知らせ • Jun 28Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
お知らせ • Apr 29Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 17, 2024Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China
Reported Earnings • Apr 28Full year 2023 earnings released: CN¥0.43 loss per share (vs CN¥0.16 profit in FY 2022)Full year 2023 results: CN¥0.43 loss per share (down from CN¥0.16 profit in FY 2022). Revenue: CN¥331.3m (down 31% from FY 2022). Net loss: CN¥56.3m (down 317% from profit in FY 2022). Revenue is forecast to grow 62% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Aerospace & Defense industry in China.
お知らせ • Mar 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Reported Earnings • Feb 29Full year 2023 earnings released: CN¥0.40 loss per share (vs CN¥0.16 profit in FY 2022)Full year 2023 results: CN¥0.40 loss per share (down from CN¥0.16 profit in FY 2022). Revenue: CN¥334.4m (down 30% from FY 2022). Net loss: CN¥52.6m (down 303% from profit in FY 2022). Revenue is forecast to grow 61% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Oct 25Third quarter 2023 earnings released: CN¥0.80 loss per share (vs CN¥0.001 loss in 3Q 2022)Third quarter 2023 results: CN¥0.80 loss per share (further deteriorated from CN¥0.001 loss in 3Q 2022). Revenue: CN¥40.0m (down 62% from 3Q 2022). Net loss: CN¥19.5m (loss widened CN¥19.4m from 3Q 2022). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
New Risk • Aug 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 106% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.0% net profit margin).
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: CN¥0.44 (vs CN¥0.20 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.44 (up from CN¥0.20 in 2Q 2022). Revenue: CN¥193.0m (up 66% from 2Q 2022). Net income: CN¥50.6m (up 125% from 2Q 2022). Profit margin: 26% (up from 19% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
New Risk • Jul 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.7% net profit margin).
お知らせ • Jun 28Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 15, 2023Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 15, 2023
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: CN¥0.23 (vs CN¥1.18 in FY 2021)Full year 2022 results: EPS: CN¥0.23 (down from CN¥1.18 in FY 2021). Revenue: CN¥478.9m (flat on FY 2021). Net income: CN¥26.0m (down 81% from FY 2021). Profit margin: 5.4% (down from 28% in FY 2021).
Board Change • Mar 14Less 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. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xianzheng Zong was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.