View Financial HealthAimer 配当と自社株買い配当金 基準チェック /36Aimer配当を支払う会社であり、現在の利回りは2.97%です。主要情報3.0%配当利回り0.3%バイバック利回り総株主利回り3.3%将来の配当利回りn/a配当成長-4.5%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向92%最近の配当と自社株買いの更新Declared Dividend • Jun 01Dividend reduced to CN¥0.37Dividend of CN¥0.37 is 7.5% lower than last year. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. However, EPS has declined by 22% over the last 5 years so the company would need to reverse this trend.すべての更新を表示Recent updatesDeclared Dividend • Jun 01Dividend reduced to CN¥0.37Dividend of CN¥0.37 is 7.5% lower than last year. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. However, EPS has declined by 22% over the last 5 years so the company would need to reverse this trend.お知らせ • Apr 25Aimer Co., Ltd., Annual General Meeting, May 20, 2026Aimer Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaReported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.23 (vs CN¥0.21 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.23 (up from CN¥0.21 in 1Q 2025). Revenue: CN¥849.4m (flat on 1Q 2025). Net income: CN¥93.8m (up 9.6% from 1Q 2025). Profit margin: 11% (up from 10.0% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Mar 30Aimer Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Aimer Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Dec 26Aimer Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Aimer Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026Board Change • Dec 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Fanlin Wang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.012 loss per share (vs CN¥0.032 loss in 3Q 2024)Third quarter 2025 results: CN¥0.012 loss per share (improved from CN¥0.032 loss in 3Q 2024). Revenue: CN¥636.0m (flat on 3Q 2024). Net loss: CN¥4.96m (loss narrowed 63% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Sep 30Aimer Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Aimer Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025New Risk • Sep 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (141% payout ratio). Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (3.7% net profit margin).Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥18.17, the stock trades at a trailing P/E ratio of 63.9x. Average trailing P/E is 36x in the Luxury industry in China. Total returns to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.71, the stock trades at a trailing P/E ratio of 56.2x. Average trailing P/E is 31x in the Luxury industry in China. Total returns to shareholders of 29% over the past three years.お知らせ • Jun 30Aimer Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Aimer Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.21 (vs CN¥0.27 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.21 (down from CN¥0.27 in 1Q 2024). Revenue: CN¥854.2m (down 2.9% from 1Q 2024). Net income: CN¥85.6m (down 20% from 1Q 2024). Profit margin: 10.0% (down from 12% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Apr 25Aimer Co., Ltd., Annual General Meeting, May 20, 2025Aimer Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaValuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥14.43, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 26x in the Luxury industry in China. Total loss to shareholders of 5.8% over the past three years.お知らせ • Mar 28Aimer Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Aimer Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025分析記事 • Jan 30Aimer (SHSE:603511) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...New Risk • Jan 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 111% Earnings have declined by 16% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.1% average weekly change).Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥15.14, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 23x in the Luxury industry in China. Total loss to shareholders of 31% over the past three years.分析記事 • Jan 03Earnings Working Against Aimer Co., Ltd.'s (SHSE:603511) Share PriceWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 35x, you may consider Aimer...お知らせ • Dec 27Aimer Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Aimer Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥15.03, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 23x in the Luxury industry in China. Total loss to shareholders of 28% over the past three years.Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.032 loss per share (vs CN¥0.091 profit in 3Q 2023)Third quarter 2024 results: CN¥0.032 loss per share (down from CN¥0.091 profit in 3Q 2023). Revenue: CN¥634.9m (down 13% from 3Q 2023). Net loss: CN¥13.3m (down 137% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 19% per year.お知らせ • Sep 30Aimer Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Aimer Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥12.37, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 21x in the Luxury industry in China. Total loss to shareholders of 46% over the past three years.Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.16 in 2Q 2023). Revenue: CN¥766.7m (down 7.1% from 2Q 2023). Net income: CN¥47.3m (down 27% from 2Q 2023). Profit margin: 6.2% (down from 7.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 27% per year.Buy Or Sell Opportunity • Jul 31Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to CN¥11.04. The fair value is estimated to be CN¥9.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.分析記事 • Jul 04Why Investors Shouldn't Be Surprised By Aimer Co., Ltd.'s (SHSE:603511) Low P/EAimer Co., Ltd.'s ( SHSE:603511 ) price-to-earnings (or "P/E") ratio of 16.2x might make it look like a buy right now...お知らせ • Jun 28Aimer Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Aimer Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024分析記事 • May 08Aimer's (SHSE:603511) Solid Earnings Are Supported By Other Strong FactorsEven though Aimer Co., Ltd.'s ( SHSE:603511 ) recent earnings release was robust, the market didn't seem to notice...お知らせ • Apr 29Aimer Co., Ltd., Annual General Meeting, May 31, 2024Aimer Co., Ltd., Annual General Meeting, May 31, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaReported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.32 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.32 in 1Q 2023). Revenue: CN¥879.3m (down 4.7% from 1Q 2023). Net income: CN¥107.3m (down 16% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue.分析記事 • Apr 21Aimer's (SHSE:603511) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Mar 30Aimer Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Aimer Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Ketong Shi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥12.49, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 24x in the Luxury industry in China. Total loss to shareholders of 19% over the past year.お知らせ • Dec 29Aimer Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Aimer Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.091 (vs CN¥0.053 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.091 (up from CN¥0.053 in 3Q 2022). Revenue: CN¥732.2m (down 2.6% from 3Q 2022). Net income: CN¥36.4m (up 66% from 3Q 2022). Profit margin: 5.0% (up from 2.9% in 3Q 2022). The increase in margin was driven by lower expenses.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.052 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (up from CN¥0.052 in 2Q 2022). Revenue: CN¥825.6m (up 7.8% from 2Q 2022). Net income: CN¥64.7m (up 212% from 2Q 2022). Profit margin: 7.8% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue.お知らせ • Jun 28Aimer Co., Ltd. to Report First Half, 2023 Results on Aug 16, 2023Aimer Co., Ltd. announced that they will report first half, 2023 results on Aug 16, 2023New Risk • Jun 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 149% Dividend yield: 4.5% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (149% payout ratio). Profit margins are more than 30% lower than last year (6.2% net profit margin).Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CN¥0.32 (vs CN¥0.33 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.32 (down from CN¥0.33 in 1Q 2022). Revenue: CN¥922.6m (down 1.3% from 1Q 2022). Net income: CN¥127.4m (down 2.1% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022).Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Director Ketong Shi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.053 (vs CN¥0.009 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.053 (up from CN¥0.009 in 3Q 2021). Revenue: CN¥751.7m (up 2.5% from 3Q 2021). Net income: CN¥22.0m (up 495% from 3Q 2021). Profit margin: 2.9% (up from 0.5% in 3Q 2021).Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.052 (vs CN¥0.34 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.052 (down from CN¥0.34 in 2Q 2021). Revenue: CN¥765.9m (down 8.5% from 2Q 2021). Net income: CN¥20.8m (down 84% from 2Q 2021). Profit margin: 2.7% (down from 15% in 2Q 2021). The decrease in margin was primarily driven by lower revenue.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.33 (vs CN¥0.36 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.33. Revenue: CN¥935.1m (up 4.4% from 1Q 2021). Net income: CN¥130.1m (up 1.0% from 1Q 2021). Profit margin: 14% (in line with 1Q 2021).Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥20.34, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Luxury industry in China.決済の安定と成長配当データの取得安定した配当: 603511は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: 603511は5年間のみ配当金を支払っており、それ以降は支払額が減少しています。配当利回り対市場Aimer 配当利回り対市場603511 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (603511)3.0%市場下位25% (CN)0.4%市場トップ25% (CN)2.1%業界平均 (Luxury)3.2%アナリスト予想 (603511) (最長3年)n/a注目すべき配当: 603511の配当金 ( 2.97% ) はCN市場の配当金支払者の下位 25% ( 0.37% ) よりも高くなっています。高配当: 603511の配当金 ( 2.97% ) はCN市場 ( 2.14% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 603511は高い 配当性向 ( 92.4% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: 603511の 現金配当性向 ( 36.1% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/19 14:29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Aimer 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。1 アナリスト機関Sun-Hai YangTianfeng Securities Brokerage Co., Ltd
Declared Dividend • Jun 01Dividend reduced to CN¥0.37Dividend of CN¥0.37 is 7.5% lower than last year. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. However, EPS has declined by 22% over the last 5 years so the company would need to reverse this trend.
Declared Dividend • Jun 01Dividend reduced to CN¥0.37Dividend of CN¥0.37 is 7.5% lower than last year. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. However, EPS has declined by 22% over the last 5 years so the company would need to reverse this trend.
お知らせ • Apr 25Aimer Co., Ltd., Annual General Meeting, May 20, 2026Aimer Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.23 (vs CN¥0.21 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.23 (up from CN¥0.21 in 1Q 2025). Revenue: CN¥849.4m (flat on 1Q 2025). Net income: CN¥93.8m (up 9.6% from 1Q 2025). Profit margin: 11% (up from 10.0% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 30Aimer Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Aimer Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Dec 26Aimer Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Aimer Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
Board Change • Dec 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Fanlin Wang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.012 loss per share (vs CN¥0.032 loss in 3Q 2024)Third quarter 2025 results: CN¥0.012 loss per share (improved from CN¥0.032 loss in 3Q 2024). Revenue: CN¥636.0m (flat on 3Q 2024). Net loss: CN¥4.96m (loss narrowed 63% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Aimer Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Aimer Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
New Risk • Sep 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (141% payout ratio). Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (3.7% net profit margin).
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥18.17, the stock trades at a trailing P/E ratio of 63.9x. Average trailing P/E is 36x in the Luxury industry in China. Total returns to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.71, the stock trades at a trailing P/E ratio of 56.2x. Average trailing P/E is 31x in the Luxury industry in China. Total returns to shareholders of 29% over the past three years.
お知らせ • Jun 30Aimer Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Aimer Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.21 (vs CN¥0.27 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.21 (down from CN¥0.27 in 1Q 2024). Revenue: CN¥854.2m (down 2.9% from 1Q 2024). Net income: CN¥85.6m (down 20% from 1Q 2024). Profit margin: 10.0% (down from 12% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 25Aimer Co., Ltd., Annual General Meeting, May 20, 2025Aimer Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥14.43, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 26x in the Luxury industry in China. Total loss to shareholders of 5.8% over the past three years.
お知らせ • Mar 28Aimer Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Aimer Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
分析記事 • Jan 30Aimer (SHSE:603511) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
New Risk • Jan 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 111% Earnings have declined by 16% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.1% average weekly change).
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥15.14, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 23x in the Luxury industry in China. Total loss to shareholders of 31% over the past three years.
分析記事 • Jan 03Earnings Working Against Aimer Co., Ltd.'s (SHSE:603511) Share PriceWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 35x, you may consider Aimer...
お知らせ • Dec 27Aimer Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Aimer Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥15.03, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 23x in the Luxury industry in China. Total loss to shareholders of 28% over the past three years.
Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.032 loss per share (vs CN¥0.091 profit in 3Q 2023)Third quarter 2024 results: CN¥0.032 loss per share (down from CN¥0.091 profit in 3Q 2023). Revenue: CN¥634.9m (down 13% from 3Q 2023). Net loss: CN¥13.3m (down 137% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 19% per year.
お知らせ • Sep 30Aimer Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Aimer Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥12.37, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 21x in the Luxury industry in China. Total loss to shareholders of 46% over the past three years.
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.16 in 2Q 2023). Revenue: CN¥766.7m (down 7.1% from 2Q 2023). Net income: CN¥47.3m (down 27% from 2Q 2023). Profit margin: 6.2% (down from 7.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 27% per year.
Buy Or Sell Opportunity • Jul 31Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to CN¥11.04. The fair value is estimated to be CN¥9.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 29%.
分析記事 • Jul 04Why Investors Shouldn't Be Surprised By Aimer Co., Ltd.'s (SHSE:603511) Low P/EAimer Co., Ltd.'s ( SHSE:603511 ) price-to-earnings (or "P/E") ratio of 16.2x might make it look like a buy right now...
お知らせ • Jun 28Aimer Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Aimer Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
分析記事 • May 08Aimer's (SHSE:603511) Solid Earnings Are Supported By Other Strong FactorsEven though Aimer Co., Ltd.'s ( SHSE:603511 ) recent earnings release was robust, the market didn't seem to notice...
お知らせ • Apr 29Aimer Co., Ltd., Annual General Meeting, May 31, 2024Aimer Co., Ltd., Annual General Meeting, May 31, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.32 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.32 in 1Q 2023). Revenue: CN¥879.3m (down 4.7% from 1Q 2023). Net income: CN¥107.3m (down 16% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue.
分析記事 • Apr 21Aimer's (SHSE:603511) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Mar 30Aimer Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Aimer Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Ketong Shi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥12.49, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 24x in the Luxury industry in China. Total loss to shareholders of 19% over the past year.
お知らせ • Dec 29Aimer Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Aimer Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.091 (vs CN¥0.053 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.091 (up from CN¥0.053 in 3Q 2022). Revenue: CN¥732.2m (down 2.6% from 3Q 2022). Net income: CN¥36.4m (up 66% from 3Q 2022). Profit margin: 5.0% (up from 2.9% in 3Q 2022). The increase in margin was driven by lower expenses.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.052 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (up from CN¥0.052 in 2Q 2022). Revenue: CN¥825.6m (up 7.8% from 2Q 2022). Net income: CN¥64.7m (up 212% from 2Q 2022). Profit margin: 7.8% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue.
お知らせ • Jun 28Aimer Co., Ltd. to Report First Half, 2023 Results on Aug 16, 2023Aimer Co., Ltd. announced that they will report first half, 2023 results on Aug 16, 2023
New Risk • Jun 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 149% Dividend yield: 4.5% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (149% payout ratio). Profit margins are more than 30% lower than last year (6.2% net profit margin).
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CN¥0.32 (vs CN¥0.33 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.32 (down from CN¥0.33 in 1Q 2022). Revenue: CN¥922.6m (down 1.3% from 1Q 2022). Net income: CN¥127.4m (down 2.1% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022).
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Director Ketong Shi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.053 (vs CN¥0.009 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.053 (up from CN¥0.009 in 3Q 2021). Revenue: CN¥751.7m (up 2.5% from 3Q 2021). Net income: CN¥22.0m (up 495% from 3Q 2021). Profit margin: 2.9% (up from 0.5% in 3Q 2021).
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.052 (vs CN¥0.34 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.052 (down from CN¥0.34 in 2Q 2021). Revenue: CN¥765.9m (down 8.5% from 2Q 2021). Net income: CN¥20.8m (down 84% from 2Q 2021). Profit margin: 2.7% (down from 15% in 2Q 2021). The decrease in margin was primarily driven by lower revenue.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.33 (vs CN¥0.36 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.33. Revenue: CN¥935.1m (up 4.4% from 1Q 2021). Net income: CN¥130.1m (up 1.0% from 1Q 2021). Profit margin: 14% (in line with 1Q 2021).
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥20.34, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Luxury industry in China.