View ValuationNanjing Develop Advanced Manufacturing 将来の成長Future 基準チェック /56Nanjing Develop Advanced Manufacturing利益と収益がそれぞれ年間38.1%と23.4%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13.5% 37.8%なると予測されています。主要情報38.1%収益成長率37.83%EPS成長率Energy Services 収益成長27.0%収益成長率23.4%将来の株主資本利益率13.52%アナリストカバレッジLow最終更新日25 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥44.55, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Energy Services industry in China. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥69.32 per share.New Risk • May 13New 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 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change).New Risk • Apr 22New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 120% Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 • Apr 17Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.62 (up from CN¥0.44 in FY 2024). Revenue: CN¥1.21b (up 7.4% from FY 2024). Net income: CN¥119.4m (up 39% from FY 2024). Profit margin: 9.9% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 23% 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 fallen by 14% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Apr 17Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 07, 2026Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, No. 8, Dixi Road, Jiangbei New District, Nanjing, Jiangsu Chinaお知らせ • Mar 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥36.06, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Energy Services industry in China. Total returns to shareholders of 18% over the past three years.New Risk • Mar 23New 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 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.63 (up from CN¥0.44 in FY 2024). Revenue: CN¥1.21b (up 7.4% from FY 2024). Net income: CN¥123.0m (up 44% from FY 2024). Profit margin: 10% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Dec 26Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.042 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.19 (up from CN¥0.042 in 3Q 2024). Revenue: CN¥310.2m (up 34% from 3Q 2024). Net income: CN¥38.2m (up 360% from 3Q 2024). Profit margin: 12% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% 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 fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Energy Services industry in China. Total loss to shareholders of 9.8% over the past three years.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥28.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Energy Services industry in China. Total loss to shareholders of 15% over the past three years.お知らせ • Jun 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025New Risk • Apr 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.7% average weekly change). Profit margins are more than 30% lower than last year (7.1% net profit margin).お知らせ • Apr 26Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 20, 2025Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu ChinaNew Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.4% average weekly change).Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.02, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Energy Services industry in China. Total loss to shareholders of 21% over the past three years.お知らせ • Mar 28Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025Reported Earnings • Mar 02Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥4,800. Revenue: CN¥1.13b (down 6.8% from FY 2023). Net income: CN¥92.9m (down 35% from FY 2023). Profit margin: 8.2% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Energy Services industry in China.分析記事 • Jan 27Some Investors May Be Worried About Nanjing Develop Advanced Manufacturing's (SHSE:688377) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Dec 27Earnings Tell The Story For Nanjing Develop Advanced Manufacturing Co., Ltd. (SHSE:688377) As Its Stock Soars 34%Despite an already strong run, Nanjing Develop Advanced Manufacturing Co., Ltd. ( SHSE:688377 ) shares have been...お知らせ • Dec 27Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.89, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Energy Services industry in China. Total returns to shareholders of 15% over the past three years.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.22 in 3Q 2023). Revenue: CN¥231.6m (down 31% from 3Q 2023). Net income: CN¥8.31m (down 81% from 3Q 2023). Profit margin: 3.6% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.80, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 28x in the Energy Services industry in China. Total loss to shareholders of 8.4% over the past three years.分析記事 • Oct 08Even With A 52% Surge, Cautious Investors Are Not Rewarding Nanjing Develop Advanced Manufacturing Co., Ltd.'s (SHSE:688377) Performance CompletelyNanjing Develop Advanced Manufacturing Co., Ltd. ( SHSE:688377 ) shareholders would be excited to see that the share...New Risk • Sep 30New 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 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change).お知らせ • Sep 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥12.27, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 23x in the Energy Services industry in China. Total loss to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥10.25, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 22x in the Energy Services industry in China. Total loss to shareholders of 39% over the past three years.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.26 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.26 in 2Q 2023). Revenue: CN¥276.6m (down 16% from 2Q 2023). Net income: CN¥27.3m (down 46% from 2Q 2023). Profit margin: 9.9% (down from 15% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jun 28Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024お知らせ • Apr 21Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 13, 2024Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 13, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu ChinaReported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.16 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.16 in 1Q 2023). Revenue: CN¥286.4m (up 5.8% from 1Q 2023). Net income: CN¥28.2m (down 7.4% from 1Q 2023). Profit margin: 9.9% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 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 44% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥19.54, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Energy Services industry in China. Total returns to shareholders of 27% over the past three years.お知らせ • Mar 29Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2024 Results on Apr 20, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2024 results on Apr 20, 2024Reported Earnings • Feb 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.74 (up from CN¥0.63 in FY 2022). Revenue: CN¥1.21b (up 23% from FY 2022). Net income: CN¥142.3m (up 17% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Feb 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.0% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥14.29, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Energy Services industry in China. Total loss to shareholders of 2.6% over the past three years.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.59, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Energy Services industry in China. Total returns to shareholders of 30% over the past three years.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.22 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22. Revenue: CN¥335.7m (up 18% from 3Q 2022). Net income: CN¥43.1m (up 3.5% from 3Q 2022). Profit margin: 13% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Energy Services industry in China.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥30.14, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Energy Services industry in China. Total returns to shareholders of 17% over the past three years.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.13 in 2Q 2022). Revenue: CN¥329.6m (up 54% from 2Q 2022). Net income: CN¥50.6m (up 92% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 3 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 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥29.14, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Energy Services industry in China. Total loss to shareholders of 9.1% over the past three years.Reported Earnings • Apr 22First quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.16 (in line with 1Q 2022). Revenue: CN¥270.7m (up 35% from 1Q 2022). Net income: CN¥30.5m (flat on 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Energy Services industry in China.Reported Earnings • Mar 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.65 (up from CN¥0.17 in FY 2021). Revenue: CN¥982.8m (up 86% from FY 2021). Net income: CN¥125.4m (up 290% from FY 2021). Profit margin: 13% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Energy Services industry in China.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¥0.041 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.22 (up from CN¥0.041 in 3Q 2021). Revenue: CN¥283.7m (up 106% from 3Q 2021). Net income: CN¥41.7m (up 391% from 3Q 2021). Profit margin: 15% (up from 6.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.032 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.032 in 2Q 2021). Revenue: CN¥214.3m (up 69% from 2Q 2021). Net income: CN¥26.4m (up 307% from 2Q 2021). Profit margin: 12% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 85%, compared to a 17% growth forecast for the Energy Services industry in China.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. 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 • Feb 28Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.18 (down from CN¥0.48 in FY 2020). Revenue: CN¥527.9m (down 25% from FY 2020). Net income: CN¥35.8m (down 56% from FY 2020). Profit margin: 6.8% (down from 11% in FY 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 99%, compared to a 20% growth forecast for the industry in China.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.041 (vs CN¥0.06 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥137.5m (down 20% from 3Q 2020). Net income: CN¥8.49m (down 30% from 3Q 2020). Profit margin: 6.2% (down from 7.1% in 3Q 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.032 (vs CN¥0.21 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥127.2m (down 40% from 2Q 2020). Net income: CN¥6.49m (down 79% from 2Q 2020). Profit margin: 5.1% (down from 14% in 2Q 2020).Reported Earnings • May 05First quarter 2021 earnings released: EPS CN¥0.07 (vs CN¥0.19 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥121.4m (down 33% from 1Q 2020). Net income: CN¥12.8m (down 54% from 1Q 2020). Profit margin: 11% (down from 15% in 1Q 2020).Reported Earnings • Mar 31Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥707.6m (up 2.0% from FY 2019). Net income: CN¥78.3m (down 18% from FY 2019). Profit margin: 11% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥707.6m (up 2.0% from FY 2019). Net income: CN¥78.3m (down 18% from FY 2019). Profit margin: 11% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.Is New 90 Day High Low • Jan 29New 90-day low: CN¥15.91The company is down 29% from its price of CN¥22.52 on 30 October 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 2.0% over the same period.Is New 90 Day High Low • Jan 13New 90-day low: CN¥16.03The company is down 38% from its price of CN¥25.84 on 15 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 4.0% over the same period.Is New 90 Day High Low • Dec 28New 90-day low: CN¥18.27The company is down 27% from its price of CN¥25.13 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 3.0% over the same period.Is New 90 Day High Low • Dec 11New 90-day low: CN¥21.77The company is down 14% from its price of CN¥25.33 on 11 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 1.0% over the same period.Is New 90 Day High Low • Oct 26New 90-day low: CN¥24.70The company is down 18% from its price of CN¥29.95 on 28 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is flat over the same period.業績と収益の成長予測SHSE:688377 - 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12/31/20282,252354N/AN/A112/31/20272,116292N/A373212/31/20261,560190N/A11213/31/20261,216115110284N/A12/31/20251,20711932193N/A9/30/20251,20211229209N/A6/30/20251,12482-16172N/A3/31/20251,10978-39106N/A12/31/20241,12486-77104N/A9/30/20241,06982-12720N/A6/30/20241,173117-9162N/A3/31/20241,226140-142104N/A12/31/20231,210142-65199N/A9/30/20231,221147-65187N/A6/30/20231,169146-124118N/A3/31/20231,053121-16550N/A12/31/2022983121-208-22N/A9/30/2022840103-23430N/A6/30/202269470-286-4N/A3/31/202260750-20829N/A12/31/202152832-14667N/A9/30/202152938-7094N/A6/30/20215644123186N/A3/31/202164865-1134N/A12/31/20207088036154N/A9/30/20207259143114N/A6/30/2020742111-441N/A3/31/20207081034298N/A12/31/201969495N/A76N/A12/31/201850352N/A51N/A12/31/20173404N/A3N/A12/31/201528328N/A83N/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: 688377の予測収益成長率 (年間38.1% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 688377の収益 ( 38.1% ) はCN市場 ( 27.1% ) よりも速いペースで成長すると予測されています。高成長収益: 688377の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 688377の収益 ( 23.4% ) CN市場 ( 16.3% ) よりも速いペースで成長すると予測されています。高い収益成長: 688377の収益 ( 23.4% ) 20%よりも速いペースで成長すると予測されています。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: 688377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 ( 13.5 %)。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2026/05/30 01:03終値2026/05/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nanjing Develop Advanced Manufacturing Co., Ltd. 2 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。2 アナリスト機関Zhengyang NiHuatai ResearchZihua HuangUBS Investment Bank
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥44.55, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Energy Services industry in China. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥69.32 per share.
New Risk • May 13New 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 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change).
New Risk • Apr 22New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 120% Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 • Apr 17Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.62 (up from CN¥0.44 in FY 2024). Revenue: CN¥1.21b (up 7.4% from FY 2024). Net income: CN¥119.4m (up 39% from FY 2024). Profit margin: 9.9% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 23% 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 fallen by 14% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Apr 17Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 07, 2026Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, No. 8, Dixi Road, Jiangbei New District, Nanjing, Jiangsu China
お知らせ • Mar 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥36.06, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Energy Services industry in China. Total returns to shareholders of 18% over the past three years.
New Risk • Mar 23New 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 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.63 (up from CN¥0.44 in FY 2024). Revenue: CN¥1.21b (up 7.4% from FY 2024). Net income: CN¥123.0m (up 44% from FY 2024). Profit margin: 10% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Dec 26Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.042 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.19 (up from CN¥0.042 in 3Q 2024). Revenue: CN¥310.2m (up 34% from 3Q 2024). Net income: CN¥38.2m (up 360% from 3Q 2024). Profit margin: 12% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% 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 fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Energy Services industry in China. Total loss to shareholders of 9.8% over the past three years.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥28.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Energy Services industry in China. Total loss to shareholders of 15% over the past three years.
お知らせ • Jun 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
New Risk • Apr 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.7% average weekly change). Profit margins are more than 30% lower than last year (7.1% net profit margin).
お知らせ • Apr 26Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 20, 2025Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.4% average weekly change).
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.02, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Energy Services industry in China. Total loss to shareholders of 21% over the past three years.
お知らせ • Mar 28Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
Reported Earnings • Mar 02Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥4,800. Revenue: CN¥1.13b (down 6.8% from FY 2023). Net income: CN¥92.9m (down 35% from FY 2023). Profit margin: 8.2% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Energy Services industry in China.
分析記事 • Jan 27Some Investors May Be Worried About Nanjing Develop Advanced Manufacturing's (SHSE:688377) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Dec 27Earnings Tell The Story For Nanjing Develop Advanced Manufacturing Co., Ltd. (SHSE:688377) As Its Stock Soars 34%Despite an already strong run, Nanjing Develop Advanced Manufacturing Co., Ltd. ( SHSE:688377 ) shares have been...
お知らせ • Dec 27Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.89, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Energy Services industry in China. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.22 in 3Q 2023). Revenue: CN¥231.6m (down 31% from 3Q 2023). Net income: CN¥8.31m (down 81% from 3Q 2023). Profit margin: 3.6% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.80, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 28x in the Energy Services industry in China. Total loss to shareholders of 8.4% over the past three years.
分析記事 • Oct 08Even With A 52% Surge, Cautious Investors Are Not Rewarding Nanjing Develop Advanced Manufacturing Co., Ltd.'s (SHSE:688377) Performance CompletelyNanjing Develop Advanced Manufacturing Co., Ltd. ( SHSE:688377 ) shareholders would be excited to see that the share...
New Risk • Sep 30New 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 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change).
お知らせ • Sep 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥12.27, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 23x in the Energy Services industry in China. Total loss to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥10.25, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 22x in the Energy Services industry in China. Total loss to shareholders of 39% over the past three years.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.26 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.26 in 2Q 2023). Revenue: CN¥276.6m (down 16% from 2Q 2023). Net income: CN¥27.3m (down 46% from 2Q 2023). Profit margin: 9.9% (down from 15% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
お知らせ • Apr 21Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 13, 2024Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 13, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China
Reported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.16 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.16 in 1Q 2023). Revenue: CN¥286.4m (up 5.8% from 1Q 2023). Net income: CN¥28.2m (down 7.4% from 1Q 2023). Profit margin: 9.9% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 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 44% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥19.54, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Energy Services industry in China. Total returns to shareholders of 27% over the past three years.
お知らせ • Mar 29Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2024 Results on Apr 20, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2024 results on Apr 20, 2024
Reported Earnings • Feb 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.74 (up from CN¥0.63 in FY 2022). Revenue: CN¥1.21b (up 23% from FY 2022). Net income: CN¥142.3m (up 17% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.0% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥14.29, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Energy Services industry in China. Total loss to shareholders of 2.6% over the past three years.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.59, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Energy Services industry in China. Total returns to shareholders of 30% over the past three years.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.22 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22. Revenue: CN¥335.7m (up 18% from 3Q 2022). Net income: CN¥43.1m (up 3.5% from 3Q 2022). Profit margin: 13% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Energy Services industry in China.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥30.14, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Energy Services industry in China. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.13 in 2Q 2022). Revenue: CN¥329.6m (up 54% from 2Q 2022). Net income: CN¥50.6m (up 92% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 3 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 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥29.14, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Energy Services industry in China. Total loss to shareholders of 9.1% over the past three years.
Reported Earnings • Apr 22First quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.16 (in line with 1Q 2022). Revenue: CN¥270.7m (up 35% from 1Q 2022). Net income: CN¥30.5m (flat on 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Energy Services industry in China.
Reported Earnings • Mar 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.65 (up from CN¥0.17 in FY 2021). Revenue: CN¥982.8m (up 86% from FY 2021). Net income: CN¥125.4m (up 290% from FY 2021). Profit margin: 13% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Energy Services industry in China.
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¥0.041 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.22 (up from CN¥0.041 in 3Q 2021). Revenue: CN¥283.7m (up 106% from 3Q 2021). Net income: CN¥41.7m (up 391% from 3Q 2021). Profit margin: 15% (up from 6.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.032 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.032 in 2Q 2021). Revenue: CN¥214.3m (up 69% from 2Q 2021). Net income: CN¥26.4m (up 307% from 2Q 2021). Profit margin: 12% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 85%, compared to a 17% growth forecast for the Energy Services industry in China.
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. 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 • Feb 28Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.18 (down from CN¥0.48 in FY 2020). Revenue: CN¥527.9m (down 25% from FY 2020). Net income: CN¥35.8m (down 56% from FY 2020). Profit margin: 6.8% (down from 11% in FY 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 99%, compared to a 20% growth forecast for the industry in China.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.041 (vs CN¥0.06 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥137.5m (down 20% from 3Q 2020). Net income: CN¥8.49m (down 30% from 3Q 2020). Profit margin: 6.2% (down from 7.1% in 3Q 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.032 (vs CN¥0.21 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥127.2m (down 40% from 2Q 2020). Net income: CN¥6.49m (down 79% from 2Q 2020). Profit margin: 5.1% (down from 14% in 2Q 2020).
Reported Earnings • May 05First quarter 2021 earnings released: EPS CN¥0.07 (vs CN¥0.19 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥121.4m (down 33% from 1Q 2020). Net income: CN¥12.8m (down 54% from 1Q 2020). Profit margin: 11% (down from 15% in 1Q 2020).
Reported Earnings • Mar 31Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥707.6m (up 2.0% from FY 2019). Net income: CN¥78.3m (down 18% from FY 2019). Profit margin: 11% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥707.6m (up 2.0% from FY 2019). Net income: CN¥78.3m (down 18% from FY 2019). Profit margin: 11% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.
Is New 90 Day High Low • Jan 29New 90-day low: CN¥15.91The company is down 29% from its price of CN¥22.52 on 30 October 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 2.0% over the same period.
Is New 90 Day High Low • Jan 13New 90-day low: CN¥16.03The company is down 38% from its price of CN¥25.84 on 15 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥18.27The company is down 27% from its price of CN¥25.13 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Dec 11New 90-day low: CN¥21.77The company is down 14% from its price of CN¥25.33 on 11 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Oct 26New 90-day low: CN¥24.70The company is down 18% from its price of CN¥29.95 on 28 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is flat over the same period.