View ValuationOffshore Oil EngineeringLtd 将来の成長Future 基準チェック /16Offshore Oil EngineeringLtd利益と収益がそれぞれ年間11.5%と8.9%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8.3% 11.4%なると予測されています。主要情報11.5%収益成長率11.44%EPS成長率Energy Services 収益成長26.2%収益成長率8.9%将来の株主資本利益率8.29%アナリストカバレッジLow最終更新日18 Jun 2026今後の成長に関する最新情報Price Target Changed • Sep 19Price target increased by 8.1% to CN¥6.87Up from CN¥6.35, the current price target is an average from 3 analysts. New target price is 30% above last closing price of CN¥5.29. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of CN¥0.54 for next year compared to CN¥0.49 last year.分析記事 • Mar 19Earnings Beat: Offshore Oil Engineering Co.,Ltd Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a pretty great week for Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) shareholders, with its shares...Price Target Changed • Sep 20Price target decreased by 8.3% to CN¥6.35Down from CN¥6.93, the current price target is an average from 4 analysts. New target price is 31% above last closing price of CN¥4.85. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.44 for next year compared to CN¥0.37 last year.Price Target Changed • Jul 20Price target increased by 9.2% to CN¥6.93Up from CN¥6.34, the current price target is an average from 4 analysts. New target price is 23% above last closing price of CN¥5.65. Stock is down 12% over the past year. The company is forecast to post earnings per share of CN¥0.44 for next year compared to CN¥0.37 last year.Major Estimate Revision • Mar 25Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥37.1b to CN¥33.9b. EPS estimate also fell from CN¥0.521 per share to CN¥0.464 per share. Net income forecast to grow 27% next year vs 47% growth forecast for Energy Services industry in China. Consensus price target of CN¥6.34 unchanged from last update. Share price fell 13% to CN¥6.04 over the past week.分析記事 • Mar 20Earnings Miss: Offshore Oil Engineering Co.,Ltd Missed EPS By 9.9% And Analysts Are Revising Their ForecastsOffshore Oil Engineering Co.,Ltd ( SHSE:600583 ) just released its latest full-year report and things are not looking...すべての更新を表示Recent updatesお知らせ • Jun 30Offshore Oil Engineering Co.,Ltd to Report First Half, 2026 Results on Aug 18, 2026Offshore Oil Engineering Co.,Ltd announced that they will report first half, 2026 results on Aug 18, 2026お知らせ • May 29Offshore Oil Engineering Co.,Ltd, Annual General Meeting, Jun 23, 2026Offshore Oil Engineering Co.,Ltd, Annual General Meeting, Jun 23, 2026, at 14:30 China Standard Time. Location: Office Building, Tower A, No. 199, Haibin 15th Road, Tianjin Port Free Trade Zone, Tianjin ChinaReported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.10 (vs CN¥0.12 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.10 (down from CN¥0.12 in 1Q 2025). Revenue: CN¥4.99b (down 2.0% from 1Q 2025). Net income: CN¥438.4m (down 19% from 1Q 2025). Profit margin: 8.8% (down from 11% in 1Q 2025). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.New Risk • Apr 15New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 417% Cash payout ratio: 346% Minor Risk Share price has been volatile over the past 3 months (8.1% average weekly change).お知らせ • Mar 30Offshore Oil Engineering Co.,Ltd to Report Q1, 2026 Results on Apr 25, 2026Offshore Oil Engineering Co.,Ltd announced that they will report Q1, 2026 results on Apr 25, 2026New Risk • Mar 29New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 417% Cash payout ratio: 346% Dividend yield: 29% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.47 (down from CN¥0.49 in FY 2024). Revenue: CN¥27.2b (down 9.3% from FY 2024). Net income: CN¥2.08b (down 3.6% from FY 2024). Profit margin: 7.7% (up from 7.2% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥7.93, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 30x in the Energy Services industry in China. Total returns to shareholders of 23% over the past three years.お知らせ • Dec 26Offshore Oil Engineering Co.,Ltd to Report Fiscal Year 2025 Results on Mar 21, 2026Offshore Oil Engineering Co.,Ltd announced that they will report fiscal year 2025 results on Mar 21, 2026Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.12 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.11 (down from CN¥0.12 in 3Q 2024). Revenue: CN¥6.34b (down 9.3% from 3Q 2024). Net income: CN¥506.6m (down 7.6% from 3Q 2024). Profit margin: 8.0% (up from 7.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30Offshore Oil Engineering Co.,Ltd to Report Q3, 2025 Results on Oct 25, 2025Offshore Oil Engineering Co.,Ltd announced that they will report Q3, 2025 results on Oct 25, 2025Price Target Changed • Sep 19Price target increased by 8.1% to CN¥6.87Up from CN¥6.35, the current price target is an average from 3 analysts. New target price is 30% above last closing price of CN¥5.29. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of CN¥0.54 for next year compared to CN¥0.49 last year.Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: CN¥0.13 (vs CN¥0.16 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.13 (down from CN¥0.16 in 2Q 2024). Revenue: CN¥6.22b (down 20% from 2Q 2024). Net income: CN¥557.5m (down 23% from 2Q 2024). Profit margin: 9.0% (down from 9.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30Offshore Oil Engineering Co.,Ltd to Report First Half, 2025 Results on Aug 16, 2025Offshore Oil Engineering Co.,Ltd announced that they will report first half, 2025 results on Aug 16, 2025Board Change • May 13High number of new directorsEmployee Supervisor Meiqing Xue was the last director to join the board, commencing their role in 2023.Upcoming Dividend • May 01Upcoming dividend of CN¥0.20 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Chinese dividend payers (2.2%). Higher than average of industry peers (2.4%).Reported Earnings • Apr 26First quarter 2025 earnings released: EPS: CN¥0.12 (vs CN¥0.11 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.12 (up from CN¥0.11 in 1Q 2024). Revenue: CN¥5.10b (down 10% from 1Q 2024). Net income: CN¥540.8m (up 14% from 1Q 2024). Profit margin: 11% (up from 8.4% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to CN¥5.05. The fair value is estimated to be CN¥6.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.お知らせ • Mar 28Offshore Oil Engineering Co.,Ltd to Report Q1, 2025 Results on Apr 26, 2025Offshore Oil Engineering Co.,Ltd announced that they will report Q1, 2025 results on Apr 26, 2025分析記事 • Mar 24Offshore Oil EngineeringLtd's (SHSE:600583) Profits Appear To Have Quality IssuesThe market for Offshore Oil Engineering Co.,Ltd's ( SHSE:600583 ) stock was strong after it released a healthy earnings...分析記事 • Mar 19Earnings Beat: Offshore Oil Engineering Co.,Ltd Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a pretty great week for Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) shareholders, with its shares...Reported Earnings • Mar 18Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.49 (up from CN¥0.37 in FY 2023). Revenue: CN¥30.0b (down 2.6% from FY 2023). Net income: CN¥2.16b (up 33% from FY 2023). Profit margin: 7.2% (up from 5.3% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.2%. Earnings per share (EPS) exceeded analyst estimates by 9.3%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 18Offshore Oil Engineering Co.,Ltd, Annual General Meeting, Apr 08, 2025Offshore Oil Engineering Co.,Ltd, Annual General Meeting, Apr 08, 2025, at 14:30 China Standard Time. Location: Block A, No. 199, Haibin 15th Road, Tianjin Port Free Trade Zone, Tianjin China分析記事 • Feb 24Offshore Oil EngineeringLtd (SHSE:600583) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jan 18Offshore Oil EngineeringLtd (SHSE:600583) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...お知らせ • Dec 27Offshore Oil Engineering Co.,Ltd to Report Fiscal Year 2024 Results on Mar 18, 2025Offshore Oil Engineering Co.,Ltd announced that they will report fiscal year 2024 results on Mar 18, 2025分析記事 • Dec 03Little Excitement Around Offshore Oil Engineering Co.,Ltd's (SHSE:600583) EarningsWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 37x, you may consider...New Risk • Oct 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Oct 28Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.09 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.09 in 3Q 2023). Revenue: CN¥7.00b (up 7.3% from 3Q 2023). Net income: CN¥548.0m (up 41% from 3Q 2023). Profit margin: 7.8% (up from 6.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 09Offshore Oil EngineeringLtd (SHSE:600583) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Oct 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to CN¥5.59. The fair value is estimated to be CN¥7.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.お知らせ • Sep 30Offshore Oil Engineering Co.,Ltd to Report Q3, 2024 Results on Oct 28, 2024Offshore Oil Engineering Co.,Ltd announced that they will report Q3, 2024 results on Oct 28, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥5.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Energy Services industry in China. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.19 per share.Price Target Changed • Sep 20Price target decreased by 8.3% to CN¥6.35Down from CN¥6.93, the current price target is an average from 4 analysts. New target price is 31% above last closing price of CN¥4.85. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.44 for next year compared to CN¥0.37 last year.分析記事 • Sep 03Is There An Opportunity With Offshore Oil Engineering Co.,Ltd's (SHSE:600583) 26% Undervaluation?Key Insights Offshore Oil EngineeringLtd's estimated fair value is CN¥7.13 based on 2 Stage Free Cash Flow to Equity...New Risk • Aug 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Aug 19Second quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.16 (up from CN¥0.12 in 2Q 2023). Revenue: CN¥7.76b (down 3.6% from 2Q 2023). Net income: CN¥721.5m (up 35% from 2Q 2023). Profit margin: 9.3% (up from 6.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 21Insufficient Growth At Offshore Oil Engineering Co.,Ltd (SHSE:600583) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 15.2x Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) may be sending...Price Target Changed • Jul 20Price target increased by 9.2% to CN¥6.93Up from CN¥6.34, the current price target is an average from 4 analysts. New target price is 23% above last closing price of CN¥5.65. Stock is down 12% over the past year. The company is forecast to post earnings per share of CN¥0.44 for next year compared to CN¥0.37 last year.分析記事 • Jul 02These 4 Measures Indicate That Offshore Oil EngineeringLtd (SHSE:600583) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Jun 28Offshore Oil Engineering Co.,Ltd to Report First Half, 2024 Results on Aug 19, 2024Offshore Oil Engineering Co.,Ltd announced that they will report first half, 2024 results on Aug 19, 2024Declared Dividend • Jun 14Dividend of CN¥0.15 announcedShareholders will receive a dividend of CN¥0.15. Ex-date: 18th June 2024 Payment date: 18th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 11Returns At Offshore Oil EngineeringLtd (SHSE:600583) Are On The Way UpDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.10 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.10 in 1Q 2023). Revenue: CN¥5.67b (down 11% from 1Q 2023). Net income: CN¥475.0m (up 6.0% from 1Q 2023). Profit margin: 8.4% (up from 7.0% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26Offshore Oil Engineering Co.,Ltd, Annual General Meeting, May 16, 2024Offshore Oil Engineering Co.,Ltd, Annual General Meeting, May 16, 2024, at 14:30 China Standard Time. Location: Block A, No. 199, Haibin 15th Road, Tianjin Port Free Trade Zone, Tianjin Chinaお知らせ • Mar 29Offshore Oil Engineering Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Offshore Oil Engineering Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024分析記事 • Mar 25Offshore Oil EngineeringLtd's (SHSE:600583) Earnings May Just Be The Starting PointEven though Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) posted strong earnings, investors appeared to be...Major Estimate Revision • Mar 25Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥37.1b to CN¥33.9b. EPS estimate also fell from CN¥0.521 per share to CN¥0.464 per share. Net income forecast to grow 27% next year vs 47% growth forecast for Energy Services industry in China. Consensus price target of CN¥6.34 unchanged from last update. Share price fell 13% to CN¥6.04 over the past week.分析記事 • Mar 20Earnings Miss: Offshore Oil Engineering Co.,Ltd Missed EPS By 9.9% And Analysts Are Revising Their ForecastsOffshore Oil Engineering Co.,Ltd ( SHSE:600583 ) just released its latest full-year report and things are not looking...Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.37 (up from CN¥0.33 in FY 2022). Revenue: CN¥30.8b (up 4.7% from FY 2022). Net income: CN¥1.62b (up 11% from FY 2022). Profit margin: 5.3% (up from 5.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 9.9%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 06Offshore Oil Engineering Co.,Ltd's (SHSE:600583) Price Is Right But Growth Is Lacking After Shares Rocket 29%Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) shareholders would be excited to see that the share price has had a...Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥6.02, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Energy Services industry in China. Total returns to shareholders of 32% over the past three years.お知らせ • Dec 29Offshore Oil Engineering Co.,Ltd to Report Fiscal Year 2023 Results on Mar 19, 2024Offshore Oil Engineering Co.,Ltd announced that they will report fiscal year 2023 results on Mar 19, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.082 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.09 (up from CN¥0.082 in 3Q 2022). Revenue: CN¥6.52b (down 16% from 3Q 2022). Net income: CN¥389.2m (up 10.0% from 3Q 2022). Profit margin: 6.0% (up from 4.6% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Offshore Oil Engineering Co.,Ltd to Report First Half, 2023 Results on Aug 21, 2023Offshore Oil Engineering Co.,Ltd announced that they will report first half, 2023 results on Aug 21, 2023Reported Earnings • Mar 21Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: CN¥0.33 (up from CN¥0.084 in FY 2021). Revenue: CN¥29.4b (up 48% from FY 2021). Net income: CN¥1.46b (up 294% from FY 2021). Profit margin: 5.0% (up from 1.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Price Target Changed • Feb 15Price target increased by 11% to CN¥6.05Up from CN¥5.44, the current price target is an average from 6 analysts. New target price is 10% below last closing price of CN¥6.73. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥0.27 for next year compared to CN¥0.084 last year.Major Estimate Revision • Jan 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from CN¥0.20 to CN¥0.26. Revenue forecast steady at CN¥23.4b. Net income forecast to grow 79% next year vs 76% growth forecast for Energy Services industry in China. Consensus price target up from CN¥5.44 to CN¥5.66. Share price rose 8.5% to CN¥6.73 over the past week.Price Target Changed • Dec 12Price target increased to CN¥5.44Up from CN¥5.00, the current price target is an average from 5 analysts. New target price is 5.1% below last closing price of CN¥5.73. Stock is up 31% over the past year. The company is forecast to post earnings per share of CN¥0.20 for next year compared to CN¥0.084 last year.Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xiaohua Qiu is the most experienced director on the board, commencing their role in 2016. Independent Director Xin Wei was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: CN¥0.082 (vs CN¥0.031 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.082 (up from CN¥0.031 in 3Q 2021). Revenue: CN¥7.74b (up 73% from 3Q 2021). Net income: CN¥353.7m (up 137% from 3Q 2021). Profit margin: 4.6% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: CN¥0.074 (vs CN¥0.058 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.074 (up from CN¥0.058 in 2Q 2021). Revenue: CN¥7.38b (up 69% from 2Q 2021). Net income: CN¥363.0m (up 30% from 2Q 2021). Profit margin: 4.9% (down from 6.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 17% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 30First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.03 (vs CN¥0.03 in 1Q 2021). Revenue: CN¥4.35b (up 41% from 1Q 2021). Net income: CN¥118.1m (down 1.4% from 1Q 2021). Profit margin: 2.7% (down from 3.9% in 1Q 2021). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 63%. Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xiaohua Qiu is the most experienced director on the board, commencing their role in 2016. Independent Director Xin Wei was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.031 (vs CN¥0.07 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥4.48b (down 17% from 3Q 2020). Net income: CN¥149.4m (down 54% from 3Q 2020). Profit margin: 3.3% (down from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.058 (vs CN¥0.014 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥4.38b (up 4.6% from 2Q 2020). Net income: CN¥279.9m (up 358% from 2Q 2020). Profit margin: 6.4% (up from 1.5% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.03 (vs CN¥0.07 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.09b (up 34% from 1Q 2020). Net income: CN¥119.8m (up CN¥424.5m from 1Q 2020). Profit margin: 3.9% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 23Full year 2020 earnings released: EPS CN¥0.08 (vs CN¥0.006 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥17.9b (up 21% from FY 2019). Net income: CN¥363.3m (up CN¥335.4m from FY 2019). Profit margin: 2.0% (up from 0.2% 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 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 09New 90-day high: CN¥4.87The company is up 8.0% from its price of CN¥4.50 on 11 November 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.48 per share.お知らせ • Jan 22Offshore Oil Engineering Co., Ltd. to Report Fiscal Year 2020 Results on Mar 23, 2021Offshore Oil Engineering Co., Ltd. announced that they will report fiscal year 2020 results on Mar 23, 2021お知らせ • Oct 27Offshore Oil Engineering Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020Offshore Oil Engineering Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020Is New 90 Day High Low • Oct 19New 90-day low: CN¥4.50The company is down 7.0% from its price of CN¥4.84 on 21 July 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.36 per share.Is New 90 Day High Low • Sep 25New 90-day low: CN¥4.52The company is down 2.0% from its price of CN¥4.60 on 24 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.87 per share.お知らせ • Jul 08Offshore Oil Engineering Co., Ltd. to Report Q2, 2020 Results on Aug 18, 2020Offshore Oil Engineering Co., Ltd. announced that they will report Q2, 2020 results on Aug 18, 2020業績と収益の成長予測SHSE:600583 - 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12/31/202834,6642,6745,1923,476212/31/202734,0752,5605,0823,468312/31/202631,3162,1995,3152,98033/31/202627,0621,9821,0262,090N/A12/31/202527,1632,0842,5063,594N/A9/30/202527,1902,0221,6312,435N/A6/30/202527,8432,0632,5553,490N/A3/31/202529,3792,2272,4153,301N/A12/31/202429,9542,1612,9033,850N/A9/30/202430,2151,9931,7312,899N/A6/30/202429,7401,8343,8154,810N/A3/31/202430,0271,6476,8827,774N/A12/31/202330,7521,6214,2785,125N/A9/30/202330,8461,9976,1106,643N/A6/30/202332,0661,9602,9863,476N/A3/31/202331,4011,7892,4952,984N/A12/31/202229,3581,4592,8443,313N/A9/30/202227,3236563,1743,733N/A6/30/202224,0594534,2444,927N/A3/31/202221,0583682,2573,222N/A12/31/202119,7953701,8963,033N/A9/30/202117,9418331,7852,995N/A6/30/202118,8471,0071,3122,457N/A3/31/202118,6527881,7162,606N/A12/31/202017,8633631,3572,021N/A9/30/202018,5157435211,107N/A6/30/202016,638498-168302N/A3/31/202015,218-16-954-558N/A12/31/201914,71028N/A-75N/A9/30/201912,465-416N/A1,980N/A6/30/201912,036-452N/A2,047N/A3/31/201911,590179N/A1,187N/A12/31/201811,05280N/A376N/A9/30/201810,05649N/A-1,032N/A6/30/20189,650109N/A-119N/A3/31/201810,110301N/A128N/A12/31/201710,253491N/A531N/A9/30/201710,796500N/A1,021N/A6/30/201711,074645N/A957N/A3/31/201711,770647N/A1,964N/A12/31/201611,9921,315N/A3,288N/A9/30/201614,1172,542N/A2,973N/A6/30/201614,3622,724N/A3,392N/A3/31/201615,5513,672N/A4,475N/A12/31/201516,2023,410N/A3,626N/A9/30/201516,8543,660N/A5,962N/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: 600583の予測収益成長率 (年間11.5% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 600583の収益 ( 11.5% ) CN市場 ( 27.6% ) よりも低い成長が予測されています。高成長収益: 600583の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 600583の収益 ( 8.9% ) CN市場 ( 16.8% ) よりも低い成長が予測されています。高い収益成長: 600583の収益 ( 8.9% ) 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: 600583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 ( 8.3 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 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2026/07/03 09:30終値2026/07/03 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Offshore Oil Engineering Co.,Ltd 3 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。16 アナリスト機関Jingru MaBohai Securities Co., Ltd.Xiaofeng QiuChina International Capital Corporation LimitedBei Na YanChina International Capital Corporation Limited13 その他のアナリストを表示
Price Target Changed • Sep 19Price target increased by 8.1% to CN¥6.87Up from CN¥6.35, the current price target is an average from 3 analysts. New target price is 30% above last closing price of CN¥5.29. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of CN¥0.54 for next year compared to CN¥0.49 last year.
分析記事 • Mar 19Earnings Beat: Offshore Oil Engineering Co.,Ltd Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a pretty great week for Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) shareholders, with its shares...
Price Target Changed • Sep 20Price target decreased by 8.3% to CN¥6.35Down from CN¥6.93, the current price target is an average from 4 analysts. New target price is 31% above last closing price of CN¥4.85. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.44 for next year compared to CN¥0.37 last year.
Price Target Changed • Jul 20Price target increased by 9.2% to CN¥6.93Up from CN¥6.34, the current price target is an average from 4 analysts. New target price is 23% above last closing price of CN¥5.65. Stock is down 12% over the past year. The company is forecast to post earnings per share of CN¥0.44 for next year compared to CN¥0.37 last year.
Major Estimate Revision • Mar 25Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥37.1b to CN¥33.9b. EPS estimate also fell from CN¥0.521 per share to CN¥0.464 per share. Net income forecast to grow 27% next year vs 47% growth forecast for Energy Services industry in China. Consensus price target of CN¥6.34 unchanged from last update. Share price fell 13% to CN¥6.04 over the past week.
分析記事 • Mar 20Earnings Miss: Offshore Oil Engineering Co.,Ltd Missed EPS By 9.9% And Analysts Are Revising Their ForecastsOffshore Oil Engineering Co.,Ltd ( SHSE:600583 ) just released its latest full-year report and things are not looking...
お知らせ • Jun 30Offshore Oil Engineering Co.,Ltd to Report First Half, 2026 Results on Aug 18, 2026Offshore Oil Engineering Co.,Ltd announced that they will report first half, 2026 results on Aug 18, 2026
お知らせ • May 29Offshore Oil Engineering Co.,Ltd, Annual General Meeting, Jun 23, 2026Offshore Oil Engineering Co.,Ltd, Annual General Meeting, Jun 23, 2026, at 14:30 China Standard Time. Location: Office Building, Tower A, No. 199, Haibin 15th Road, Tianjin Port Free Trade Zone, Tianjin China
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.10 (vs CN¥0.12 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.10 (down from CN¥0.12 in 1Q 2025). Revenue: CN¥4.99b (down 2.0% from 1Q 2025). Net income: CN¥438.4m (down 19% from 1Q 2025). Profit margin: 8.8% (down from 11% in 1Q 2025). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.
New Risk • Apr 15New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 417% Cash payout ratio: 346% Minor Risk Share price has been volatile over the past 3 months (8.1% average weekly change).
お知らせ • Mar 30Offshore Oil Engineering Co.,Ltd to Report Q1, 2026 Results on Apr 25, 2026Offshore Oil Engineering Co.,Ltd announced that they will report Q1, 2026 results on Apr 25, 2026
New Risk • Mar 29New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 417% Cash payout ratio: 346% Dividend yield: 29% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.47 (down from CN¥0.49 in FY 2024). Revenue: CN¥27.2b (down 9.3% from FY 2024). Net income: CN¥2.08b (down 3.6% from FY 2024). Profit margin: 7.7% (up from 7.2% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥7.93, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 30x in the Energy Services industry in China. Total returns to shareholders of 23% over the past three years.
お知らせ • Dec 26Offshore Oil Engineering Co.,Ltd to Report Fiscal Year 2025 Results on Mar 21, 2026Offshore Oil Engineering Co.,Ltd announced that they will report fiscal year 2025 results on Mar 21, 2026
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.12 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.11 (down from CN¥0.12 in 3Q 2024). Revenue: CN¥6.34b (down 9.3% from 3Q 2024). Net income: CN¥506.6m (down 7.6% from 3Q 2024). Profit margin: 8.0% (up from 7.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30Offshore Oil Engineering Co.,Ltd to Report Q3, 2025 Results on Oct 25, 2025Offshore Oil Engineering Co.,Ltd announced that they will report Q3, 2025 results on Oct 25, 2025
Price Target Changed • Sep 19Price target increased by 8.1% to CN¥6.87Up from CN¥6.35, the current price target is an average from 3 analysts. New target price is 30% above last closing price of CN¥5.29. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of CN¥0.54 for next year compared to CN¥0.49 last year.
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: CN¥0.13 (vs CN¥0.16 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.13 (down from CN¥0.16 in 2Q 2024). Revenue: CN¥6.22b (down 20% from 2Q 2024). Net income: CN¥557.5m (down 23% from 2Q 2024). Profit margin: 9.0% (down from 9.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30Offshore Oil Engineering Co.,Ltd to Report First Half, 2025 Results on Aug 16, 2025Offshore Oil Engineering Co.,Ltd announced that they will report first half, 2025 results on Aug 16, 2025
Board Change • May 13High number of new directorsEmployee Supervisor Meiqing Xue was the last director to join the board, commencing their role in 2023.
Upcoming Dividend • May 01Upcoming dividend of CN¥0.20 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Chinese dividend payers (2.2%). Higher than average of industry peers (2.4%).
Reported Earnings • Apr 26First quarter 2025 earnings released: EPS: CN¥0.12 (vs CN¥0.11 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.12 (up from CN¥0.11 in 1Q 2024). Revenue: CN¥5.10b (down 10% from 1Q 2024). Net income: CN¥540.8m (up 14% from 1Q 2024). Profit margin: 11% (up from 8.4% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to CN¥5.05. The fair value is estimated to be CN¥6.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
お知らせ • Mar 28Offshore Oil Engineering Co.,Ltd to Report Q1, 2025 Results on Apr 26, 2025Offshore Oil Engineering Co.,Ltd announced that they will report Q1, 2025 results on Apr 26, 2025
分析記事 • Mar 24Offshore Oil EngineeringLtd's (SHSE:600583) Profits Appear To Have Quality IssuesThe market for Offshore Oil Engineering Co.,Ltd's ( SHSE:600583 ) stock was strong after it released a healthy earnings...
分析記事 • Mar 19Earnings Beat: Offshore Oil Engineering Co.,Ltd Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a pretty great week for Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) shareholders, with its shares...
Reported Earnings • Mar 18Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.49 (up from CN¥0.37 in FY 2023). Revenue: CN¥30.0b (down 2.6% from FY 2023). Net income: CN¥2.16b (up 33% from FY 2023). Profit margin: 7.2% (up from 5.3% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.2%. Earnings per share (EPS) exceeded analyst estimates by 9.3%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 18Offshore Oil Engineering Co.,Ltd, Annual General Meeting, Apr 08, 2025Offshore Oil Engineering Co.,Ltd, Annual General Meeting, Apr 08, 2025, at 14:30 China Standard Time. Location: Block A, No. 199, Haibin 15th Road, Tianjin Port Free Trade Zone, Tianjin China
分析記事 • Feb 24Offshore Oil EngineeringLtd (SHSE:600583) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jan 18Offshore Oil EngineeringLtd (SHSE:600583) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
お知らせ • Dec 27Offshore Oil Engineering Co.,Ltd to Report Fiscal Year 2024 Results on Mar 18, 2025Offshore Oil Engineering Co.,Ltd announced that they will report fiscal year 2024 results on Mar 18, 2025
分析記事 • Dec 03Little Excitement Around Offshore Oil Engineering Co.,Ltd's (SHSE:600583) EarningsWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 37x, you may consider...
New Risk • Oct 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Oct 28Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.09 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.09 in 3Q 2023). Revenue: CN¥7.00b (up 7.3% from 3Q 2023). Net income: CN¥548.0m (up 41% from 3Q 2023). Profit margin: 7.8% (up from 6.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 09Offshore Oil EngineeringLtd (SHSE:600583) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Oct 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to CN¥5.59. The fair value is estimated to be CN¥7.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
お知らせ • Sep 30Offshore Oil Engineering Co.,Ltd to Report Q3, 2024 Results on Oct 28, 2024Offshore Oil Engineering Co.,Ltd announced that they will report Q3, 2024 results on Oct 28, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥5.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Energy Services industry in China. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.19 per share.
Price Target Changed • Sep 20Price target decreased by 8.3% to CN¥6.35Down from CN¥6.93, the current price target is an average from 4 analysts. New target price is 31% above last closing price of CN¥4.85. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.44 for next year compared to CN¥0.37 last year.
分析記事 • Sep 03Is There An Opportunity With Offshore Oil Engineering Co.,Ltd's (SHSE:600583) 26% Undervaluation?Key Insights Offshore Oil EngineeringLtd's estimated fair value is CN¥7.13 based on 2 Stage Free Cash Flow to Equity...
New Risk • Aug 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Aug 19Second quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.16 (up from CN¥0.12 in 2Q 2023). Revenue: CN¥7.76b (down 3.6% from 2Q 2023). Net income: CN¥721.5m (up 35% from 2Q 2023). Profit margin: 9.3% (up from 6.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 21Insufficient Growth At Offshore Oil Engineering Co.,Ltd (SHSE:600583) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 15.2x Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) may be sending...
Price Target Changed • Jul 20Price target increased by 9.2% to CN¥6.93Up from CN¥6.34, the current price target is an average from 4 analysts. New target price is 23% above last closing price of CN¥5.65. Stock is down 12% over the past year. The company is forecast to post earnings per share of CN¥0.44 for next year compared to CN¥0.37 last year.
分析記事 • Jul 02These 4 Measures Indicate That Offshore Oil EngineeringLtd (SHSE:600583) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Jun 28Offshore Oil Engineering Co.,Ltd to Report First Half, 2024 Results on Aug 19, 2024Offshore Oil Engineering Co.,Ltd announced that they will report first half, 2024 results on Aug 19, 2024
Declared Dividend • Jun 14Dividend of CN¥0.15 announcedShareholders will receive a dividend of CN¥0.15. Ex-date: 18th June 2024 Payment date: 18th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 11Returns At Offshore Oil EngineeringLtd (SHSE:600583) Are On The Way UpDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.10 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.10 in 1Q 2023). Revenue: CN¥5.67b (down 11% from 1Q 2023). Net income: CN¥475.0m (up 6.0% from 1Q 2023). Profit margin: 8.4% (up from 7.0% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26Offshore Oil Engineering Co.,Ltd, Annual General Meeting, May 16, 2024Offshore Oil Engineering Co.,Ltd, Annual General Meeting, May 16, 2024, at 14:30 China Standard Time. Location: Block A, No. 199, Haibin 15th Road, Tianjin Port Free Trade Zone, Tianjin China
お知らせ • Mar 29Offshore Oil Engineering Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Offshore Oil Engineering Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024
分析記事 • Mar 25Offshore Oil EngineeringLtd's (SHSE:600583) Earnings May Just Be The Starting PointEven though Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) posted strong earnings, investors appeared to be...
Major Estimate Revision • Mar 25Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥37.1b to CN¥33.9b. EPS estimate also fell from CN¥0.521 per share to CN¥0.464 per share. Net income forecast to grow 27% next year vs 47% growth forecast for Energy Services industry in China. Consensus price target of CN¥6.34 unchanged from last update. Share price fell 13% to CN¥6.04 over the past week.
分析記事 • Mar 20Earnings Miss: Offshore Oil Engineering Co.,Ltd Missed EPS By 9.9% And Analysts Are Revising Their ForecastsOffshore Oil Engineering Co.,Ltd ( SHSE:600583 ) just released its latest full-year report and things are not looking...
Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.37 (up from CN¥0.33 in FY 2022). Revenue: CN¥30.8b (up 4.7% from FY 2022). Net income: CN¥1.62b (up 11% from FY 2022). Profit margin: 5.3% (up from 5.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 9.9%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 06Offshore Oil Engineering Co.,Ltd's (SHSE:600583) Price Is Right But Growth Is Lacking After Shares Rocket 29%Offshore Oil Engineering Co.,Ltd ( SHSE:600583 ) shareholders would be excited to see that the share price has had a...
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥6.02, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Energy Services industry in China. Total returns to shareholders of 32% over the past three years.
お知らせ • Dec 29Offshore Oil Engineering Co.,Ltd to Report Fiscal Year 2023 Results on Mar 19, 2024Offshore Oil Engineering Co.,Ltd announced that they will report fiscal year 2023 results on Mar 19, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.082 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.09 (up from CN¥0.082 in 3Q 2022). Revenue: CN¥6.52b (down 16% from 3Q 2022). Net income: CN¥389.2m (up 10.0% from 3Q 2022). Profit margin: 6.0% (up from 4.6% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Offshore Oil Engineering Co.,Ltd to Report First Half, 2023 Results on Aug 21, 2023Offshore Oil Engineering Co.,Ltd announced that they will report first half, 2023 results on Aug 21, 2023
Reported Earnings • Mar 21Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: CN¥0.33 (up from CN¥0.084 in FY 2021). Revenue: CN¥29.4b (up 48% from FY 2021). Net income: CN¥1.46b (up 294% from FY 2021). Profit margin: 5.0% (up from 1.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Feb 15Price target increased by 11% to CN¥6.05Up from CN¥5.44, the current price target is an average from 6 analysts. New target price is 10% below last closing price of CN¥6.73. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥0.27 for next year compared to CN¥0.084 last year.
Major Estimate Revision • Jan 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from CN¥0.20 to CN¥0.26. Revenue forecast steady at CN¥23.4b. Net income forecast to grow 79% next year vs 76% growth forecast for Energy Services industry in China. Consensus price target up from CN¥5.44 to CN¥5.66. Share price rose 8.5% to CN¥6.73 over the past week.
Price Target Changed • Dec 12Price target increased to CN¥5.44Up from CN¥5.00, the current price target is an average from 5 analysts. New target price is 5.1% below last closing price of CN¥5.73. Stock is up 31% over the past year. The company is forecast to post earnings per share of CN¥0.20 for next year compared to CN¥0.084 last year.
Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xiaohua Qiu is the most experienced director on the board, commencing their role in 2016. Independent Director Xin Wei was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: CN¥0.082 (vs CN¥0.031 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.082 (up from CN¥0.031 in 3Q 2021). Revenue: CN¥7.74b (up 73% from 3Q 2021). Net income: CN¥353.7m (up 137% from 3Q 2021). Profit margin: 4.6% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: CN¥0.074 (vs CN¥0.058 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.074 (up from CN¥0.058 in 2Q 2021). Revenue: CN¥7.38b (up 69% from 2Q 2021). Net income: CN¥363.0m (up 30% from 2Q 2021). Profit margin: 4.9% (down from 6.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 17% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 30First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.03 (vs CN¥0.03 in 1Q 2021). Revenue: CN¥4.35b (up 41% from 1Q 2021). Net income: CN¥118.1m (down 1.4% from 1Q 2021). Profit margin: 2.7% (down from 3.9% in 1Q 2021). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 63%. Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xiaohua Qiu is the most experienced director on the board, commencing their role in 2016. Independent Director Xin Wei was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.031 (vs CN¥0.07 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥4.48b (down 17% from 3Q 2020). Net income: CN¥149.4m (down 54% from 3Q 2020). Profit margin: 3.3% (down from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.058 (vs CN¥0.014 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥4.38b (up 4.6% from 2Q 2020). Net income: CN¥279.9m (up 358% from 2Q 2020). Profit margin: 6.4% (up from 1.5% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.03 (vs CN¥0.07 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.09b (up 34% from 1Q 2020). Net income: CN¥119.8m (up CN¥424.5m from 1Q 2020). Profit margin: 3.9% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 23Full year 2020 earnings released: EPS CN¥0.08 (vs CN¥0.006 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥17.9b (up 21% from FY 2019). Net income: CN¥363.3m (up CN¥335.4m from FY 2019). Profit margin: 2.0% (up from 0.2% 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 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 09New 90-day high: CN¥4.87The company is up 8.0% from its price of CN¥4.50 on 11 November 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.48 per share.
お知らせ • Jan 22Offshore Oil Engineering Co., Ltd. to Report Fiscal Year 2020 Results on Mar 23, 2021Offshore Oil Engineering Co., Ltd. announced that they will report fiscal year 2020 results on Mar 23, 2021
お知らせ • Oct 27Offshore Oil Engineering Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020Offshore Oil Engineering Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020
Is New 90 Day High Low • Oct 19New 90-day low: CN¥4.50The company is down 7.0% from its price of CN¥4.84 on 21 July 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.36 per share.
Is New 90 Day High Low • Sep 25New 90-day low: CN¥4.52The company is down 2.0% from its price of CN¥4.60 on 24 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.87 per share.
お知らせ • Jul 08Offshore Oil Engineering Co., Ltd. to Report Q2, 2020 Results on Aug 18, 2020Offshore Oil Engineering Co., Ltd. announced that they will report Q2, 2020 results on Aug 18, 2020