View ValuationMarssenger Kitchenware 将来の成長Future 基準チェック /36Marssenger Kitchenware利益と収益がそれぞれ年間125.7%と8%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4.4% 125.7%なると予測されています。主要情報125.7%収益成長率125.74%EPS成長率Consumer Durables 収益成長17.5%収益成長率8.0%将来の株主資本利益率4.35%アナリストカバレッジLow最終更新日27 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 updatesお知らせ • Apr 23Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2026Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: No. 366, Xincheng Road, Jianshan New District, Haining, Zhejiang Chinaお知らせ • Mar 31Marssenger Kitchenware Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Marssenger Kitchenware Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 31Marssenger Kitchenware Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Marssenger Kitchenware Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026お知らせ • Sep 30Marssenger Kitchenware Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Marssenger Kitchenware Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • Jul 02Marssenger Kitchenware Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Marssenger Kitchenware Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Apr 23Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2025Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Haining, Zhejiang Chinaお知らせ • Mar 31Marssenger Kitchenware Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Marssenger Kitchenware Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 31Marssenger Kitchenware Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Marssenger Kitchenware Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Reported Earnings • Oct 28Third quarter 2024 earnings released: CN¥0.083 loss per share (vs CN¥0.22 profit in 3Q 2023)Third quarter 2024 results: CN¥0.083 loss per share (down from CN¥0.22 profit in 3Q 2023). Revenue: CN¥315.6m (down 42% from 3Q 2023). Net loss: CN¥25.9m (down 130% from profit in 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Consumer Durables industry in China.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥14.61, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Consumer Durables industry in China. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.51 per share.お知らせ • Sep 30Marssenger Kitchenware Co., Ltd. to Report Q3, 2024 Results on Oct 28, 2024Marssenger Kitchenware Co., Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥13.75, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Consumer Durables industry in China. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.06 per share.Buy Or Sell Opportunity • Sep 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥11.00. The fair value is estimated to be CN¥13.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.Buy Or Sell Opportunity • Aug 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CN¥10.84. The fair value is estimated to be CN¥13.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 134% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.31, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Durables industry in China. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.37 per share.お知らせ • Jun 29Marssenger Kitchenware Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Marssenger Kitchenware Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024Declared Dividend • May 23Dividend of CN¥0.60 announcedShareholders will receive a dividend of CN¥0.60. Ex-date: 28th May 2024 Payment date: 28th May 2024 Dividend yield will be 3.1%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio) nor is it covered by cash flows (131% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 61% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.27, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Consumer Durables industry in China. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.50 per share.お知らせ • Apr 23Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2024Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Haining, Zhejiang ChinaReported Earnings • Apr 22Full year 2023 earnings released: EPS: CN¥0.61 (vs CN¥0.78 in FY 2022)Full year 2023 results: EPS: CN¥0.61 (down from CN¥0.78 in FY 2022). Revenue: CN¥2.14b (down 6.0% from FY 2022). Net income: CN¥247.2m (down 21% from FY 2022). Profit margin: 12% (down from 14% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Consumer Durables industry in China.Buy Or Sell Opportunity • Apr 22Now 24% undervaluedOver the last 90 days, the stock has risen 19% to CN¥16.30. The fair value is estimated to be CN¥21.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 9.2%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.New Risk • Apr 17New 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 11% 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 Dividend is not well covered by cash flows (105% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 32%After last week's 32% share price gain to CN¥16.72, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Consumer Durables industry in China. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.98 per share.お知らせ • Mar 30Marssenger Kitchenware Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Marssenger Kitchenware Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024Buy Or Sell Opportunity • Mar 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CN¥13.40. The fair value is estimated to be CN¥16.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 6.0%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Buy Or Sell Opportunity • Feb 28Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to CN¥13.11. The fair value is estimated to be CN¥17.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 6.0%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥12.03, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Durables industry in China. Total loss to shareholders of 60% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.65 per share.Buy Or Sell Opportunity • Feb 02Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to CN¥12.03. The fair value is estimated to be CN¥15.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 6.0%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.お知らせ • Dec 29Marssenger Kitchenware Co., Ltd. to Report Fiscal Year 2023 Results on Apr 22, 2024Marssenger Kitchenware Co., Ltd. announced that they will report fiscal year 2023 results on Apr 22, 2024お知らせ • Dec 13+ 1 more updateMarssenger Kitchenware Co., Ltd.(SZSE:300894) dropped from Shenzhen Stock Exchange Component A Share IndexMarssenger Kitchenware Co., Ltd. has been removed from Shenzhen Stock Exchange Component A Share Index.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.20 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.20 in 3Q 2022). Revenue: CN¥546.9m (down 12% from 3Q 2022). Net income: CN¥86.6m (up 7.7% from 3Q 2022). Profit margin: 16% (up from 13% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in China.お知らせ • Sep 30Marssenger Kitchenware Co., Ltd. to Report Q3, 2023 Results on Oct 30, 2023Marssenger Kitchenware Co., Ltd. announced that they will report Q3, 2023 results on Oct 30, 2023Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.21 (up from CN¥0.19 in 2Q 2022). Revenue: CN¥611.9m (up 6.9% from 2Q 2022). Net income: CN¥87.1m (up 11% from 2Q 2022). Profit margin: 14% (in line with 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in China.お知らせ • May 20Marssenger Kitchenware Co., Ltd. Announces Final Dividend on A Shares for the Year 2022, Payable on May 25, 2023Marssenger Kitchenware Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 6.00000000 on A shares for the year 2022. Record date is May 24, 2023. Ex-date is May 25, 2023. Payment date is May 25, 2023.お知らせ • May 18Marssenger Kitchenware Co., Ltd. Approves Cash Dividend for the Year 2022Marssenger Kitchenware Co., Ltd. announced that at its Annual General Meeting held on 16 May 2023, approved cash dividend/10 shares (tax included) of CNY 6.00000000 for the year 2022.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.78 (vs CN¥0.93 in FY 2021)Full year 2022 results: EPS: CN¥0.78 (down from CN¥0.93 in FY 2021). Revenue: CN¥2.28b (down 1.8% from FY 2021). Net income: CN¥314.5m (down 16% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Durables industry in China.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥30.80, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the Consumer Durables industry in China. Total loss to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.74 per share.Board Change • Nov 16High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. Non-Independent Director Zecheng Huang is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Buying Opportunity • Oct 29Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be CN¥28.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 8.7%. Revenue is forecast to grow by 66% in 2 years. Earnings is forecast to grow by 106% in the next 2 years.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.35 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.20 (down from CN¥0.35 in 3Q 2021). Revenue: CN¥618.2m (down 8.6% from 3Q 2021). Net income: CN¥80.4m (down 40% from 3Q 2021). Profit margin: 13% (down from 20% in 3Q 2021). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in China.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.23 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.23 in 2Q 2021). Revenue: CN¥572.6m (flat on 2Q 2021). Net income: CN¥78.4m (down 18% from 2Q 2021). Profit margin: 14% (down from 17% in 2Q 2021). Over the next year, revenue is forecast to grow 46%, compared to a 14% growth forecast for the Consumer Durables industry in China.Buying Opportunity • Jul 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥44.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 3.7%. Revenue is forecast to grow by 73% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.15 (vs CN¥0.11 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.15 (up from CN¥0.11 in 1Q 2021). Revenue: CN¥450.7m (up 29% from 1Q 2021). Net income: CN¥60.1m (up 36% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 37%, compared to a 14% growth forecast for the industry in China.Reported Earnings • Apr 16Full year 2021 earnings released: EPS: CN¥0.93 (vs CN¥0.76 in FY 2020)Full year 2021 results: EPS: CN¥0.93 (up from CN¥0.76 in FY 2020). Revenue: CN¥2.32b (up 44% from FY 2020). Net income: CN¥375.7m (up 37% from FY 2020). Profit margin: 16% (in line with FY 2020). Over the next year, revenue is forecast to grow 34%, compared to a 14% growth forecast for the industry in China.Buying Opportunity • Jan 18Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥56.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last year. Earnings per share has grown by 36% over the last year.業績と収益の成長予測XSEC:300894 - 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12/31/202889847N/A171112/31/2027984555790312/31/20261,00055-215843/31/2026762-295-243-172N/A12/31/2025771-296-261-201N/A9/30/2025940-222-260-153N/A6/30/20251,053-153-228-134N/A3/31/20251,190-80-197-89N/A12/31/20241,37611-200-54N/A9/30/20241,58240-132-36N/A6/30/20241,813152-8130N/A3/31/20242,076235187358N/A12/31/20232,139247250445N/A9/30/20232,206318352586N/A6/30/20232,277312298542N/A3/31/20232,238303212417N/A1/1/20232,27731538259N/A9/30/20222,362321130369N/A6/30/20222,420375244448N/A3/31/20222,421392321539N/A1/1/20222,319376428607N/A9/30/20212,207393345504N/A6/30/20212,023364265456N/A3/31/20211,838328285471N/A12/31/20201,614275255427N/A12/31/20191,326240N/A405N/A12/31/201895692N/A242N/A12/31/2017700163N/A290N/A12/31/201634757N/A147N/A12/31/201518817N/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: 300894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: 300894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: 300894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: 300894の収益 ( 8% ) CN市場 ( 16.2% ) よりも低い成長が予測されています。高い収益成長: 300894の収益 ( 8% ) 20%よりも低い成長が予測されています。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: 300894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 ( 4.4 %)。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 17:09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Marssenger Kitchenware Co., Ltd. 4 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。8 アナリスト機関Wei HeChina International Capital Corporation LimitedYifei WeiChina International Capital Corporation LimitedYawei TangChina International Capital Corporation Limited5 その他のアナリストを表示
お知らせ • Apr 23Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2026Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: No. 366, Xincheng Road, Jianshan New District, Haining, Zhejiang China
お知らせ • Mar 31Marssenger Kitchenware Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Marssenger Kitchenware Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 31Marssenger Kitchenware Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Marssenger Kitchenware Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
お知らせ • Sep 30Marssenger Kitchenware Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Marssenger Kitchenware Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • Jul 02Marssenger Kitchenware Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Marssenger Kitchenware Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Apr 23Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2025Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Haining, Zhejiang China
お知らせ • Mar 31Marssenger Kitchenware Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Marssenger Kitchenware Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 31Marssenger Kitchenware Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Marssenger Kitchenware Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Reported Earnings • Oct 28Third quarter 2024 earnings released: CN¥0.083 loss per share (vs CN¥0.22 profit in 3Q 2023)Third quarter 2024 results: CN¥0.083 loss per share (down from CN¥0.22 profit in 3Q 2023). Revenue: CN¥315.6m (down 42% from 3Q 2023). Net loss: CN¥25.9m (down 130% from profit in 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Consumer Durables industry in China.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥14.61, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Consumer Durables industry in China. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.51 per share.
お知らせ • Sep 30Marssenger Kitchenware Co., Ltd. to Report Q3, 2024 Results on Oct 28, 2024Marssenger Kitchenware Co., Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥13.75, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Consumer Durables industry in China. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.06 per share.
Buy Or Sell Opportunity • Sep 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥11.00. The fair value is estimated to be CN¥13.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.
Buy Or Sell Opportunity • Aug 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CN¥10.84. The fair value is estimated to be CN¥13.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 134% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.31, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Durables industry in China. Total loss to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.37 per share.
お知らせ • Jun 29Marssenger Kitchenware Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Marssenger Kitchenware Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
Declared Dividend • May 23Dividend of CN¥0.60 announcedShareholders will receive a dividend of CN¥0.60. Ex-date: 28th May 2024 Payment date: 28th May 2024 Dividend yield will be 3.1%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio) nor is it covered by cash flows (131% cash payout ratio). The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 61% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.27, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Consumer Durables industry in China. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.50 per share.
お知らせ • Apr 23Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2024Marssenger Kitchenware Co., Ltd., Annual General Meeting, May 13, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Haining, Zhejiang China
Reported Earnings • Apr 22Full year 2023 earnings released: EPS: CN¥0.61 (vs CN¥0.78 in FY 2022)Full year 2023 results: EPS: CN¥0.61 (down from CN¥0.78 in FY 2022). Revenue: CN¥2.14b (down 6.0% from FY 2022). Net income: CN¥247.2m (down 21% from FY 2022). Profit margin: 12% (down from 14% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Consumer Durables industry in China.
Buy Or Sell Opportunity • Apr 22Now 24% undervaluedOver the last 90 days, the stock has risen 19% to CN¥16.30. The fair value is estimated to be CN¥21.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 9.2%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
New Risk • Apr 17New 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 11% 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 Dividend is not well covered by cash flows (105% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 32%After last week's 32% share price gain to CN¥16.72, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Consumer Durables industry in China. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.98 per share.
お知らせ • Mar 30Marssenger Kitchenware Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Marssenger Kitchenware Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
Buy Or Sell Opportunity • Mar 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CN¥13.40. The fair value is estimated to be CN¥16.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 6.0%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Buy Or Sell Opportunity • Feb 28Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to CN¥13.11. The fair value is estimated to be CN¥17.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 6.0%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥12.03, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Durables industry in China. Total loss to shareholders of 60% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.65 per share.
Buy Or Sell Opportunity • Feb 02Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to CN¥12.03. The fair value is estimated to be CN¥15.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has declined by 6.0%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
お知らせ • Dec 29Marssenger Kitchenware Co., Ltd. to Report Fiscal Year 2023 Results on Apr 22, 2024Marssenger Kitchenware Co., Ltd. announced that they will report fiscal year 2023 results on Apr 22, 2024
お知らせ • Dec 13+ 1 more updateMarssenger Kitchenware Co., Ltd.(SZSE:300894) dropped from Shenzhen Stock Exchange Component A Share IndexMarssenger Kitchenware Co., Ltd. has been removed from Shenzhen Stock Exchange Component A Share Index.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.20 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.20 in 3Q 2022). Revenue: CN¥546.9m (down 12% from 3Q 2022). Net income: CN¥86.6m (up 7.7% from 3Q 2022). Profit margin: 16% (up from 13% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in China.
お知らせ • Sep 30Marssenger Kitchenware Co., Ltd. to Report Q3, 2023 Results on Oct 30, 2023Marssenger Kitchenware Co., Ltd. announced that they will report Q3, 2023 results on Oct 30, 2023
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.21 (up from CN¥0.19 in 2Q 2022). Revenue: CN¥611.9m (up 6.9% from 2Q 2022). Net income: CN¥87.1m (up 11% from 2Q 2022). Profit margin: 14% (in line with 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in China.
お知らせ • May 20Marssenger Kitchenware Co., Ltd. Announces Final Dividend on A Shares for the Year 2022, Payable on May 25, 2023Marssenger Kitchenware Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 6.00000000 on A shares for the year 2022. Record date is May 24, 2023. Ex-date is May 25, 2023. Payment date is May 25, 2023.
お知らせ • May 18Marssenger Kitchenware Co., Ltd. Approves Cash Dividend for the Year 2022Marssenger Kitchenware Co., Ltd. announced that at its Annual General Meeting held on 16 May 2023, approved cash dividend/10 shares (tax included) of CNY 6.00000000 for the year 2022.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.78 (vs CN¥0.93 in FY 2021)Full year 2022 results: EPS: CN¥0.78 (down from CN¥0.93 in FY 2021). Revenue: CN¥2.28b (down 1.8% from FY 2021). Net income: CN¥314.5m (down 16% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Durables industry in China.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥30.80, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the Consumer Durables industry in China. Total loss to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.74 per share.
Board Change • Nov 16High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. Non-Independent Director Zecheng Huang is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Oct 29Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be CN¥28.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 8.7%. Revenue is forecast to grow by 66% in 2 years. Earnings is forecast to grow by 106% in the next 2 years.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.35 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.20 (down from CN¥0.35 in 3Q 2021). Revenue: CN¥618.2m (down 8.6% from 3Q 2021). Net income: CN¥80.4m (down 40% from 3Q 2021). Profit margin: 13% (down from 20% in 3Q 2021). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in China.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.23 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.23 in 2Q 2021). Revenue: CN¥572.6m (flat on 2Q 2021). Net income: CN¥78.4m (down 18% from 2Q 2021). Profit margin: 14% (down from 17% in 2Q 2021). Over the next year, revenue is forecast to grow 46%, compared to a 14% growth forecast for the Consumer Durables industry in China.
Buying Opportunity • Jul 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥44.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 3.7%. Revenue is forecast to grow by 73% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.15 (vs CN¥0.11 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.15 (up from CN¥0.11 in 1Q 2021). Revenue: CN¥450.7m (up 29% from 1Q 2021). Net income: CN¥60.1m (up 36% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 37%, compared to a 14% growth forecast for the industry in China.
Reported Earnings • Apr 16Full year 2021 earnings released: EPS: CN¥0.93 (vs CN¥0.76 in FY 2020)Full year 2021 results: EPS: CN¥0.93 (up from CN¥0.76 in FY 2020). Revenue: CN¥2.32b (up 44% from FY 2020). Net income: CN¥375.7m (up 37% from FY 2020). Profit margin: 16% (in line with FY 2020). Over the next year, revenue is forecast to grow 34%, compared to a 14% growth forecast for the industry in China.
Buying Opportunity • Jan 18Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥56.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last year. Earnings per share has grown by 36% over the last year.