DaShenLin Pharmaceutical Group（603233）株式概要大神林製薬集団有限公司は、中国で医薬品の製造、卸売、小売を行っている。 詳細603233 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績5/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より57.5%で取引されている 収益は年間14.95%増加すると予測されています 過去1年間で収益は31.8%増加しました アナリストらは、株価が37.9%上昇するだろうとほぼ一致している。 リスク分析不安定な配当実績 すべてのリスクチェックを見る603233 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW459,654 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA459,654 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥17.9116.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture045b2016201920222025202620282031Revenue CN¥45.1bEarnings CN¥2.1bAdvancedSet Fair ValueView all narrativesDaShenLin Pharmaceutical Group Co., Ltd. 競合他社Yifeng Pharmacy ChainSymbol: SHSE:603939Market cap: CN¥29.1bLBX Pharmacy ChainSymbol: SHSE:603883Market cap: CN¥9.9bShuYu Civilian PharmacySymbol: SZSE:301017Market cap: CN¥5.3bYixintang Pharmaceutical GroupSymbol: SZSE:002727Market cap: CN¥6.6b価格と性能株価の高値、安値、推移の概要DaShenLin Pharmaceutical Group過去の株価現在の株価CN¥17.9152週高値CN¥21.7852週安値CN¥14.39ベータ0.411ヶ月の変化-4.84%3ヶ月変化2.87%1年変化4.25%3年間の変化-33.37%5年間の変化-47.63%IPOからの変化2.83%最新ニュースValuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.05, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Retailing industry in China. Total loss to shareholders of 30% over the past three years.お知らせ • Jun 30DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026Declared Dividend • Jun 20Dividend of CN¥0.49 announcedShareholders will receive a dividend of CN¥0.49. Ex-date: 26th June 2026 Payment date: 26th June 2026 Dividend yield will be 5.1%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 20% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). GM & Director Guoqiang Ke was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 24DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong Chinaお知らせ • Apr 23DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million.DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million on April 22, 2026. The consideration is CNY 51.73 million (all PRC stamp duties in relation to this transaction shall be borne by the Seller), representing the valuation of the target and target subsidiaries and subject to adjustment. The Consideration shall be paid by the Purchaser to the Seller in five instalments and subject to the special payment arrangement: The first instalment of CNY 4.674 million shall be paid to the Seller within 15 business days after the date of the Equity Transfer Agreement; second instalment of CNY 16.2362 million shall be paid to the Seller within 15 business days after completion of the changes to effect the Disposal, third instalment of CNY 17.0828 million shall be paid to the Seller within 15 business days after completion of operational handover matters and certain qualifications confirmed by the Purchaser, fourth instalment of CNY 2.46 million shall be paid to the Seller within 15 business days after delivery of operating systems and data to the Purchaser; and the fifth instalment of CNY 7.337 million shall be paid to the Seller within 15 business days after the earlier of (a) the first anniversary of the Closing Date; or (b) the second anniversary of the date of the equity transfer agreement. Pursuant to the Equity Transfer Agreement, an amount representing no more than 50% of the third instalment attributable to specific pharmacies may be withheld by the Purchaser and an additional CNY 3.94 million may be payable depending on the status of the lease agreement entered as prescribed by the equity transfer agreement. If any target subsidiaries are unable to operate normally following completion, the consideration shall be reduced by an amount equal to the attributed valuation of such target subsidiaries. In the event that the net assets of the target company at the closing date exceed the target net asset value of CNY 2.59 million, the consideration should be adjusted upwards to reflect the excess net asset, provided that net asset value at the closing date shall not exceed CNY 30 million and in any event, the total consideration (after any upward adjustment) shall not exceed CNY 79.14 million. As of March 31, 2026, Sipai Zhihe Technology (Guangzhou) Co., Ltd. reported total common equity of CNY 15.08 million. The completion of this transaction is contingent upon several key financial, operational, and structural conditions. Financially, the target company must maintain consolidated net assets of at least CNY 2.59 million and have accurate, compliant financial records. Operationally, all its subsidiaries must hold the necessary licenses and qualifications. Within 45 days after the date of the equity transfer agreement, the Reorganization should be completed and all of the target subsidiaries should become wholly-owned subsidiary of Sipai Zhihe Technology (Guangzhou) Co., Ltd. The net proceeds from the transaction will be applied for corporate purposes and as general working capital of the group. Ignite Capital Limited acted as financial advisor for Sipai Health.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.05, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Retailing industry in China. Total loss to shareholders of 30% over the past three years.お知らせ • Jun 30DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026Declared Dividend • Jun 20Dividend of CN¥0.49 announcedShareholders will receive a dividend of CN¥0.49. Ex-date: 26th June 2026 Payment date: 26th June 2026 Dividend yield will be 5.1%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 20% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). GM & Director Guoqiang Ke was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 24DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong Chinaお知らせ • Apr 23DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million.DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million on April 22, 2026. The consideration is CNY 51.73 million (all PRC stamp duties in relation to this transaction shall be borne by the Seller), representing the valuation of the target and target subsidiaries and subject to adjustment. The Consideration shall be paid by the Purchaser to the Seller in five instalments and subject to the special payment arrangement: The first instalment of CNY 4.674 million shall be paid to the Seller within 15 business days after the date of the Equity Transfer Agreement; second instalment of CNY 16.2362 million shall be paid to the Seller within 15 business days after completion of the changes to effect the Disposal, third instalment of CNY 17.0828 million shall be paid to the Seller within 15 business days after completion of operational handover matters and certain qualifications confirmed by the Purchaser, fourth instalment of CNY 2.46 million shall be paid to the Seller within 15 business days after delivery of operating systems and data to the Purchaser; and the fifth instalment of CNY 7.337 million shall be paid to the Seller within 15 business days after the earlier of (a) the first anniversary of the Closing Date; or (b) the second anniversary of the date of the equity transfer agreement. Pursuant to the Equity Transfer Agreement, an amount representing no more than 50% of the third instalment attributable to specific pharmacies may be withheld by the Purchaser and an additional CNY 3.94 million may be payable depending on the status of the lease agreement entered as prescribed by the equity transfer agreement. If any target subsidiaries are unable to operate normally following completion, the consideration shall be reduced by an amount equal to the attributed valuation of such target subsidiaries. In the event that the net assets of the target company at the closing date exceed the target net asset value of CNY 2.59 million, the consideration should be adjusted upwards to reflect the excess net asset, provided that net asset value at the closing date shall not exceed CNY 30 million and in any event, the total consideration (after any upward adjustment) shall not exceed CNY 79.14 million. As of March 31, 2026, Sipai Zhihe Technology (Guangzhou) Co., Ltd. reported total common equity of CNY 15.08 million. The completion of this transaction is contingent upon several key financial, operational, and structural conditions. Financially, the target company must maintain consolidated net assets of at least CNY 2.59 million and have accurate, compliant financial records. Operationally, all its subsidiaries must hold the necessary licenses and qualifications. Within 45 days after the date of the equity transfer agreement, the Reorganization should be completed and all of the target subsidiaries should become wholly-owned subsidiary of Sipai Zhihe Technology (Guangzhou) Co., Ltd. The net proceeds from the transaction will be applied for corporate purposes and as general working capital of the group. Ignite Capital Limited acted as financial advisor for Sipai Health.お知らせ • Mar 30DaShenLin Pharmaceutical Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26DaShenLin Pharmaceutical Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026お知らせ • Sep 30DaShenLin Pharmaceutical Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Apr 26DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2025DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2025, at 10:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong Chinaお知らせ • Mar 28DaShenLin Pharmaceutical Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 27DaShenLin Pharmaceutical Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥16.98, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Consumer Retailing industry in China. Total loss to shareholders of 33% over the past three years.Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.22 in 3Q 2023). Revenue: CN¥6.39b (up 11% from 3Q 2023). Net income: CN¥200.5m (down 22% from 3Q 2023). Profit margin: 3.1% (down from 4.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Sep 30DaShenLin Pharmaceutical Group Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.81, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Consumer Retailing industry in China. Total loss to shareholders of 47% over the past three years.Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.38 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.23 (down from CN¥0.38 in 2Q 2023). Revenue: CN¥6.59b (up 9.1% from 2Q 2023). Net income: CN¥259.1m (down 38% from 2Q 2023). Profit margin: 3.9% (down from 7.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Jun 28DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024Declared Dividend • Jun 19Dividend of CN¥0.31 announcedShareholders will receive a dividend of CN¥0.31. Ex-date: 21st June 2024 Payment date: 21st June 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jun 14Less 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. GM & Director Guoqiang Ke was the last director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 30DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2024DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2024, at 10:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong ChinaReported Earnings • Apr 29First quarter 2024 earnings released: EPS: CN¥0.35 (vs CN¥0.43 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.35 (down from CN¥0.43 in 1Q 2023). Revenue: CN¥6.75b (up 14% from 1Q 2023). Net income: CN¥398.5m (down 20% from 1Q 2023). Profit margin: 5.9% (down from 8.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Mar 30DaShenLin Pharmaceutical Group Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.18 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.18 in 3Q 2022). Revenue: CN¥5.73b (up 12% from 3Q 2022). Net income: CN¥256.9m (up 23% from 3Q 2022). Profit margin: 4.5% (up from 4.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.38 (vs CN¥0.28 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.38 (up from CN¥0.28 in 2Q 2022). Revenue: CN¥6.05b (up 20% from 2Q 2022). Net income: CN¥420.7m (up 28% from 2Q 2022). Profit margin: 7.0% (up from 6.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Jun 28DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2023 Results on Aug 30, 2023DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2023 results on Aug 30, 2023Reported Earnings • Apr 28Full year 2022 earnings released: EPS: CN¥1.09 (vs CN¥0.83 in FY 2021)Full year 2022 results: EPS: CN¥1.09 (up from CN¥0.83 in FY 2021). Revenue: CN¥21.2b (up 27% from FY 2021). Net income: CN¥1.04b (up 31% from FY 2021). Profit margin: 4.9% (up from 4.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥43.56, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 23x in the Consumer Retailing industry in China. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥62.56 per share.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥45.38, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 25x in the Consumer Retailing industry in China. Total returns to shareholders of 55% over the past three years.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.22 (vs CN¥0.18 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.22 (up from CN¥0.18 in 3Q 2021). Revenue: CN¥5.10b (up 19% from 3Q 2021). Net income: CN¥209.1m (up 21% from 3Q 2021). Profit margin: 4.1% (up from 4.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥34.59, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Consumer Retailing industry in China. Total returns to shareholders of 4.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥63.02 per share.Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.34 (vs CN¥0.32 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.34 (up from CN¥0.32 in 2Q 2021). Revenue: CN¥5.04b (up 26% from 2Q 2021). Net income: CN¥330.0m (up 8.2% from 2Q 2021). Profit margin: 6.5% (down from 7.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 24%, compared to a 17% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥33.25, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Consumer Retailing industry in China. Total returns to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.90 per share.Reported Earnings • Apr 29Full year 2021 earnings released: EPS: CN¥1.00 (vs CN¥1.35 in FY 2020)Full year 2021 results: EPS: CN¥1.00 (down from CN¥1.35 in FY 2020). Revenue: CN¥16.8b (up 15% from FY 2020). Net income: CN¥791.2m (down 26% from FY 2020). Profit margin: 4.7% (down from 7.3% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 28%, compared to a 17% growth forecast for the retail industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Jan 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥42.11, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Consumer Retailing industry in China. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.30 per share.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.35 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥4.30b (up 21% from 3Q 2020). Net income: CN¥172.7m (down 37% from 3Q 2020). Profit margin: 4.0% (down from 7.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.39 (vs CN¥0.41 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥4.00b (up 12% from 2Q 2020). Net income: CN¥305.1m (down 3.0% from 2Q 2020). Profit margin: 7.6% (down from 8.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥47.25, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Consumer Retailing industry in China. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥90.11 per share.Reported Earnings • Apr 20Full year 2020 earnings released: EPS CN¥1.62 (vs CN¥1.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥14.6b (up 31% from FY 2019). Net income: CN¥1.06b (up 51% from FY 2019). Profit margin: 7.3% (up from 6.3% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 10New 90-day low: CN¥75.58The company is down 9.0% from its price of CN¥82.79 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥66.96 per share.Is New 90 Day High Low • Jan 25New 90-day high: CN¥105The company is up 22% from its price of CN¥86.12 on 28 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥64.40 per share.Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥89.60, the stock is trading at a trailing P/E ratio of 57.3x, up from the previous P/E ratio of 49.6x. This compares to an average P/E of 35x in the Consumer Retailing industry in China. Total returns to shareholders over the past three years are 198%.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥93.33, the stock is trading at a trailing P/E ratio of 59.7x, up from the previous P/E ratio of 50x. This compares to an average P/E of 34x in the Consumer Retailing industry in China. Total returns to shareholders over the past three years are 208%.Is New 90 Day High Low • Jan 04New 90-day low: CN¥76.99The company is down 7.0% from its price of CN¥82.46 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥66.94 per share.Is New 90 Day High Low • Dec 19New 90-day low: CN¥78.69The company is down 2.0% from its price of CN¥80.30 on 21 September 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥66.94 per share.Is New 90 Day High Low • Nov 14New 90-day high: CN¥99.20The company is up 41% from its price of CN¥70.39 on 14 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥57.01 per share.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.01b, up 50% from the prior year. Total revenue was CN¥13.6b over the last 12 months, up 28% from the prior year.Is New 90 Day High Low • Oct 29New 90-day high: CN¥92.06The company is up 20% from its price of CN¥76.50 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥49.33 per share.株主還元603233CN Consumer RetailingCN 市場7D-1.3%-0.6%2.5%1Y4.2%-17.5%10.0%株主還元を見る業界別リターン: 603233過去 1 年間で-17.5 % の収益を上げたCN Consumer Retailing業界を上回りました。リターン対市場: 603233は、過去 1 年間で10 % のリターンを上げたCN市場を下回りました。価格変動Is 603233's price volatile compared to industry and market?603233 volatility603233 Average Weekly Movement5.8%Consumer Retailing Industry Average Movement6.0%Market Average Movement7.3%10% most volatile stocks in CN Market12.5%10% least volatile stocks in CN Market4.4%安定した株価: 603233 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 603233の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199941,141Guoqiang Kewww.dslyy.com大神林製薬集団有限公司は、中国で医薬品の製造、卸売、小売を行っている。中国および西洋の特許医薬品、高麗人参強壮薬、漢方薬、ヘルスケア製品、医療機器、その他の商品を提供。同社は1999年に設立され、中国の広州に拠点を置く。もっと見るDaShenLin Pharmaceutical Group Co., Ltd. 基礎のまとめDaShenLin Pharmaceutical Group の収益と売上を時価総額と比較するとどうか。603233 基礎統計学時価総額CN¥20.40b収益（TTM）CN¥1.29b売上高(TTM)CN¥27.52b15.9xPER（株価収益率0.7xP/Sレシオ603233 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計603233 損益計算書（TTM）収益CN¥27.52b売上原価CN¥18.03b売上総利益CN¥9.49bその他の費用CN¥8.20b収益CN¥1.29b直近の収益報告Mar 31, 2026次回決算日Aug 25, 2026一株当たり利益（EPS）1.13グロス・マージン34.49%純利益率4.67%有利子負債／自己資本比率33.3%603233 の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.5%現在の配当利回り74%配当性向View Valuation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2026/08/19 02:16終値2026/08/19 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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DaShenLin Pharmaceutical Group Co., Ltd. 9 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。15 アナリスト機関Qianyi LiChina International Capital Corporation LimitedBinbin ZhangCitic Securities Co., Ltd.Zhijie ZhaoCLSA12 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.05, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Retailing industry in China. Total loss to shareholders of 30% over the past three years.
お知らせ • Jun 30DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
Declared Dividend • Jun 20Dividend of CN¥0.49 announcedShareholders will receive a dividend of CN¥0.49. Ex-date: 26th June 2026 Payment date: 26th June 2026 Dividend yield will be 5.1%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 20% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). GM & Director Guoqiang Ke was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 24DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China
お知らせ • Apr 23DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million.DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million on April 22, 2026. The consideration is CNY 51.73 million (all PRC stamp duties in relation to this transaction shall be borne by the Seller), representing the valuation of the target and target subsidiaries and subject to adjustment. The Consideration shall be paid by the Purchaser to the Seller in five instalments and subject to the special payment arrangement: The first instalment of CNY 4.674 million shall be paid to the Seller within 15 business days after the date of the Equity Transfer Agreement; second instalment of CNY 16.2362 million shall be paid to the Seller within 15 business days after completion of the changes to effect the Disposal, third instalment of CNY 17.0828 million shall be paid to the Seller within 15 business days after completion of operational handover matters and certain qualifications confirmed by the Purchaser, fourth instalment of CNY 2.46 million shall be paid to the Seller within 15 business days after delivery of operating systems and data to the Purchaser; and the fifth instalment of CNY 7.337 million shall be paid to the Seller within 15 business days after the earlier of (a) the first anniversary of the Closing Date; or (b) the second anniversary of the date of the equity transfer agreement. Pursuant to the Equity Transfer Agreement, an amount representing no more than 50% of the third instalment attributable to specific pharmacies may be withheld by the Purchaser and an additional CNY 3.94 million may be payable depending on the status of the lease agreement entered as prescribed by the equity transfer agreement. If any target subsidiaries are unable to operate normally following completion, the consideration shall be reduced by an amount equal to the attributed valuation of such target subsidiaries. In the event that the net assets of the target company at the closing date exceed the target net asset value of CNY 2.59 million, the consideration should be adjusted upwards to reflect the excess net asset, provided that net asset value at the closing date shall not exceed CNY 30 million and in any event, the total consideration (after any upward adjustment) shall not exceed CNY 79.14 million. As of March 31, 2026, Sipai Zhihe Technology (Guangzhou) Co., Ltd. reported total common equity of CNY 15.08 million. The completion of this transaction is contingent upon several key financial, operational, and structural conditions. Financially, the target company must maintain consolidated net assets of at least CNY 2.59 million and have accurate, compliant financial records. Operationally, all its subsidiaries must hold the necessary licenses and qualifications. Within 45 days after the date of the equity transfer agreement, the Reorganization should be completed and all of the target subsidiaries should become wholly-owned subsidiary of Sipai Zhihe Technology (Guangzhou) Co., Ltd. The net proceeds from the transaction will be applied for corporate purposes and as general working capital of the group. Ignite Capital Limited acted as financial advisor for Sipai Health.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.05, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Retailing industry in China. Total loss to shareholders of 30% over the past three years.
お知らせ • Jun 30DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
Declared Dividend • Jun 20Dividend of CN¥0.49 announcedShareholders will receive a dividend of CN¥0.49. Ex-date: 26th June 2026 Payment date: 26th June 2026 Dividend yield will be 5.1%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 20% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). GM & Director Guoqiang Ke was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 24DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China
お知らせ • Apr 23DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million.DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million on April 22, 2026. The consideration is CNY 51.73 million (all PRC stamp duties in relation to this transaction shall be borne by the Seller), representing the valuation of the target and target subsidiaries and subject to adjustment. The Consideration shall be paid by the Purchaser to the Seller in five instalments and subject to the special payment arrangement: The first instalment of CNY 4.674 million shall be paid to the Seller within 15 business days after the date of the Equity Transfer Agreement; second instalment of CNY 16.2362 million shall be paid to the Seller within 15 business days after completion of the changes to effect the Disposal, third instalment of CNY 17.0828 million shall be paid to the Seller within 15 business days after completion of operational handover matters and certain qualifications confirmed by the Purchaser, fourth instalment of CNY 2.46 million shall be paid to the Seller within 15 business days after delivery of operating systems and data to the Purchaser; and the fifth instalment of CNY 7.337 million shall be paid to the Seller within 15 business days after the earlier of (a) the first anniversary of the Closing Date; or (b) the second anniversary of the date of the equity transfer agreement. Pursuant to the Equity Transfer Agreement, an amount representing no more than 50% of the third instalment attributable to specific pharmacies may be withheld by the Purchaser and an additional CNY 3.94 million may be payable depending on the status of the lease agreement entered as prescribed by the equity transfer agreement. If any target subsidiaries are unable to operate normally following completion, the consideration shall be reduced by an amount equal to the attributed valuation of such target subsidiaries. In the event that the net assets of the target company at the closing date exceed the target net asset value of CNY 2.59 million, the consideration should be adjusted upwards to reflect the excess net asset, provided that net asset value at the closing date shall not exceed CNY 30 million and in any event, the total consideration (after any upward adjustment) shall not exceed CNY 79.14 million. As of March 31, 2026, Sipai Zhihe Technology (Guangzhou) Co., Ltd. reported total common equity of CNY 15.08 million. The completion of this transaction is contingent upon several key financial, operational, and structural conditions. Financially, the target company must maintain consolidated net assets of at least CNY 2.59 million and have accurate, compliant financial records. Operationally, all its subsidiaries must hold the necessary licenses and qualifications. Within 45 days after the date of the equity transfer agreement, the Reorganization should be completed and all of the target subsidiaries should become wholly-owned subsidiary of Sipai Zhihe Technology (Guangzhou) Co., Ltd. The net proceeds from the transaction will be applied for corporate purposes and as general working capital of the group. Ignite Capital Limited acted as financial advisor for Sipai Health.
お知らせ • Mar 30DaShenLin Pharmaceutical Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26DaShenLin Pharmaceutical Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
お知らせ • Sep 30DaShenLin Pharmaceutical Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Apr 26DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2025DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2025, at 10:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China
お知らせ • Mar 28DaShenLin Pharmaceutical Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 27DaShenLin Pharmaceutical Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥16.98, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Consumer Retailing industry in China. Total loss to shareholders of 33% over the past three years.
Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.22 in 3Q 2023). Revenue: CN¥6.39b (up 11% from 3Q 2023). Net income: CN¥200.5m (down 22% from 3Q 2023). Profit margin: 3.1% (down from 4.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30DaShenLin Pharmaceutical Group Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.81, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Consumer Retailing industry in China. Total loss to shareholders of 47% over the past three years.
Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.38 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.23 (down from CN¥0.38 in 2Q 2023). Revenue: CN¥6.59b (up 9.1% from 2Q 2023). Net income: CN¥259.1m (down 38% from 2Q 2023). Profit margin: 3.9% (down from 7.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
Declared Dividend • Jun 19Dividend of CN¥0.31 announcedShareholders will receive a dividend of CN¥0.31. Ex-date: 21st June 2024 Payment date: 21st June 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jun 14Less 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. GM & Director Guoqiang Ke was the last director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 30DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2024DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2024, at 10:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China
Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: CN¥0.35 (vs CN¥0.43 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.35 (down from CN¥0.43 in 1Q 2023). Revenue: CN¥6.75b (up 14% from 1Q 2023). Net income: CN¥398.5m (down 20% from 1Q 2023). Profit margin: 5.9% (down from 8.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Mar 30DaShenLin Pharmaceutical Group Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.18 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.18 in 3Q 2022). Revenue: CN¥5.73b (up 12% from 3Q 2022). Net income: CN¥256.9m (up 23% from 3Q 2022). Profit margin: 4.5% (up from 4.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.38 (vs CN¥0.28 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.38 (up from CN¥0.28 in 2Q 2022). Revenue: CN¥6.05b (up 20% from 2Q 2022). Net income: CN¥420.7m (up 28% from 2Q 2022). Profit margin: 7.0% (up from 6.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2023 Results on Aug 30, 2023DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2023 results on Aug 30, 2023
Reported Earnings • Apr 28Full year 2022 earnings released: EPS: CN¥1.09 (vs CN¥0.83 in FY 2021)Full year 2022 results: EPS: CN¥1.09 (up from CN¥0.83 in FY 2021). Revenue: CN¥21.2b (up 27% from FY 2021). Net income: CN¥1.04b (up 31% from FY 2021). Profit margin: 4.9% (up from 4.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥43.56, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 23x in the Consumer Retailing industry in China. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥62.56 per share.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥45.38, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 25x in the Consumer Retailing industry in China. Total returns to shareholders of 55% over the past three years.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.22 (vs CN¥0.18 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.22 (up from CN¥0.18 in 3Q 2021). Revenue: CN¥5.10b (up 19% from 3Q 2021). Net income: CN¥209.1m (up 21% from 3Q 2021). Profit margin: 4.1% (up from 4.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥34.59, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Consumer Retailing industry in China. Total returns to shareholders of 4.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥63.02 per share.
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.34 (vs CN¥0.32 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.34 (up from CN¥0.32 in 2Q 2021). Revenue: CN¥5.04b (up 26% from 2Q 2021). Net income: CN¥330.0m (up 8.2% from 2Q 2021). Profit margin: 6.5% (down from 7.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 24%, compared to a 17% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥33.25, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Consumer Retailing industry in China. Total returns to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.90 per share.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS: CN¥1.00 (vs CN¥1.35 in FY 2020)Full year 2021 results: EPS: CN¥1.00 (down from CN¥1.35 in FY 2020). Revenue: CN¥16.8b (up 15% from FY 2020). Net income: CN¥791.2m (down 26% from FY 2020). Profit margin: 4.7% (down from 7.3% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 28%, compared to a 17% growth forecast for the retail industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Jan 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥42.11, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Consumer Retailing industry in China. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.30 per share.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.35 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥4.30b (up 21% from 3Q 2020). Net income: CN¥172.7m (down 37% from 3Q 2020). Profit margin: 4.0% (down from 7.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 25% per year.
Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.39 (vs CN¥0.41 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥4.00b (up 12% from 2Q 2020). Net income: CN¥305.1m (down 3.0% from 2Q 2020). Profit margin: 7.6% (down from 8.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥47.25, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Consumer Retailing industry in China. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥90.11 per share.
Reported Earnings • Apr 20Full year 2020 earnings released: EPS CN¥1.62 (vs CN¥1.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥14.6b (up 31% from FY 2019). Net income: CN¥1.06b (up 51% from FY 2019). Profit margin: 7.3% (up from 6.3% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 10New 90-day low: CN¥75.58The company is down 9.0% from its price of CN¥82.79 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥66.96 per share.
Is New 90 Day High Low • Jan 25New 90-day high: CN¥105The company is up 22% from its price of CN¥86.12 on 28 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥64.40 per share.
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥89.60, the stock is trading at a trailing P/E ratio of 57.3x, up from the previous P/E ratio of 49.6x. This compares to an average P/E of 35x in the Consumer Retailing industry in China. Total returns to shareholders over the past three years are 198%.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥93.33, the stock is trading at a trailing P/E ratio of 59.7x, up from the previous P/E ratio of 50x. This compares to an average P/E of 34x in the Consumer Retailing industry in China. Total returns to shareholders over the past three years are 208%.
Is New 90 Day High Low • Jan 04New 90-day low: CN¥76.99The company is down 7.0% from its price of CN¥82.46 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥66.94 per share.
Is New 90 Day High Low • Dec 19New 90-day low: CN¥78.69The company is down 2.0% from its price of CN¥80.30 on 21 September 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥66.94 per share.
Is New 90 Day High Low • Nov 14New 90-day high: CN¥99.20The company is up 41% from its price of CN¥70.39 on 14 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥57.01 per share.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.01b, up 50% from the prior year. Total revenue was CN¥13.6b over the last 12 months, up 28% from the prior year.
Is New 90 Day High Low • Oct 29New 90-day high: CN¥92.06The company is up 20% from its price of CN¥76.50 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥49.33 per share.
