View ValuationAimer 将来の成長Future 基準チェック /06現在、 Aimer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Luxury 収益成長19.8%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 updates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. 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、Aimer 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SHSE:603511 - 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3/31/20263,089160414534N/A12/31/20253,094152437580N/A9/30/20253,117123353522N/A6/30/20253,116115298469N/A3/31/20253,138142257463N/A12/31/20243,163163183425N/A9/30/20243,228218275500N/A6/30/20243,326268370606N/A3/31/20243,385286453688N/A12/31/20233,428306718910N/A9/30/20233,328261677870N/A6/30/20233,348246705926N/A3/31/20233,288202685894N/A12/31/20223,300205443675N/A9/30/20223,505259229470N/A6/30/20223,48724041243N/A3/31/20223,558346116312N/A12/31/20213,519345165327N/A9/30/20213,493397431564N/A6/30/20213,550539657768N/A3/31/20213,470493566685N/A12/31/20203,362444617738N/A12/31/20193,318335N/A244N/A12/31/20183,119449N/A328N/A12/31/20172,947552N/A614N/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: 603511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: 603511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: 603511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: 603511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: 603511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: 603511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7D1Y7D1Y7D1YConsumer-durables 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 15:11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
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.