Xinfengming Group（603225）株式概要ポリエステル長繊維の研究、開発、生産、販売を行う。 詳細603225 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績1/6財務の健全性2/6配当金2/6報酬当社が推定した公正価値より34.2%で取引されている 収益は年間27.46%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない 1.2%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る603225 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥16.6527.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-301m102b2016201920222025202620282031Revenue CN¥101.7bEarnings CN¥1.5bAdvancedSet Fair ValueView all narrativesXinfengming Group Co., Ltd. 競合他社Hubei Zhenhua ChemicalLtdSymbol: SHSE:603067Market cap: CN¥31.9bWeihai Guangwei CompositesSymbol: SZSE:300699Market cap: CN¥27.5bSunresin New MaterialsLtdSymbol: SZSE:300487Market cap: CN¥30.7bRed Avenue New Materials GroupSymbol: SHSE:603650Market cap: CN¥35.3b価格と性能株価の高値、安値、推移の概要Xinfengming Group過去の株価現在の株価CN¥16.6552週高値CN¥22.7752週安値CN¥10.30ベータ1.11ヶ月の変化-3.76%3ヶ月変化-20.14%1年変化50.14%3年間の変化62.76%5年間の変化-13.37%IPOからの変化-15.06%最新ニュースPrice Target Changed • Apr 18Price target increased by 10% to CN¥20.45Up from CN¥18.55, the current price target is an average from 2 analysts. New target price is 22% above last closing price of CN¥16.78. Stock is up 63% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥0.69 last year.Reported Earnings • Apr 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.69 (down from CN¥0.73 in FY 2024). Revenue: CN¥71.6b (up 6.7% from FY 2024). Net income: CN¥1.02b (down 7.5% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang Chinaお知らせ • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥17.44, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 61% over the past three years.お知らせ • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026最新情報をもっと見るRecent updatesPrice Target Changed • Apr 18Price target increased by 10% to CN¥20.45Up from CN¥18.55, the current price target is an average from 2 analysts. New target price is 22% above last closing price of CN¥16.78. Stock is up 63% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥0.69 last year.Reported Earnings • Apr 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.69 (down from CN¥0.73 in FY 2024). Revenue: CN¥71.6b (up 6.7% from FY 2024). Net income: CN¥1.02b (down 7.5% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang Chinaお知らせ • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥17.44, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 61% over the past three years.お知らせ • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.29, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 81% over the past three years.New Risk • Nov 11New 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 7.4% 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: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.4% average weekly change).Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥18.15, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 89% over the past three years.New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xinfengming Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Price Target Changed • Aug 31Price target increased by 9.5% to CN¥15.87Up from CN¥14.49, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥15.33. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.91 for next year compared to CN¥0.73 last year.お知らせ • Jun 30Xinfengming Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xinfengming Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025New Risk • May 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.New Risk • May 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.Price Target Changed • Apr 29Price target decreased by 7.1% to CN¥14.47Down from CN¥15.58, the current price target is an average from 4 analysts. New target price is 33% above last closing price of CN¥10.84. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥1.10 for next year compared to CN¥0.73 last year.Reported Earnings • Apr 25Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.73 (up from CN¥0.72 in FY 2023). Revenue: CN¥67.1b (up 9.1% from FY 2023). Net income: CN¥1.10b (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Apr 25Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang ChinaValuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥10.21, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 6.0% over the past three years.お知らせ • Mar 28Xinfengming Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xinfengming Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025分析記事 • Feb 27Xinfengming Group (SHSE:603225) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 11Investors Aren't Entirely Convinced By Xinfengming Group Co., Ltd.'s (SHSE:603225) EarningsWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 37x, you may consider...分析記事 • Jan 12Some Investors May Be Worried About Xinfengming Group's (SHSE:603225) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...お知らせ • Dec 27Xinfengming Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Xinfengming Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025分析記事 • Dec 11Is Now An Opportune Moment To Examine Xinfengming Group Co., Ltd. (SHSE:603225)?Xinfengming Group Co., Ltd. ( SHSE:603225 ), might not be a large cap stock, but it saw a decent share price growth of...分析記事 • Nov 19Here's Why Xinfengming Group (SHSE:603225) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 04Impressive Earnings May Not Tell The Whole Story For Xinfengming Group (SHSE:603225)Last week's profit announcement from Xinfengming Group Co., Ltd. ( SHSE:603225 ) was underwhelming for investors...Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.097 (vs CN¥0.27 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.097 (down from CN¥0.27 in 3Q 2023). Revenue: CN¥17.9b (up 12% from 3Q 2023). Net income: CN¥140.9m (down 65% from 3Q 2023). Profit margin: 0.8% (down from 2.5% in 3Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Xinfengming Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024分析記事 • Sep 30Xinfengming Group Co., Ltd.'s (SHSE:603225) Revenues Are Not Doing Enough For Some InvestorsXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy...Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥11.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 27% over the past three years.分析記事 • Sep 14There Are Reasons To Feel Uneasy About Xinfengming Group's (SHSE:603225) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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: Major Risk Debt is not well covered by operating cash flow (7.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.22 (up from CN¥0.19 in 2Q 2023). Revenue: CN¥16.8b (up 7.3% from 2Q 2023). Net income: CN¥329.5m (up 14% from 2Q 2023). Profit margin: 2.0% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.分析記事 • Aug 14Is Xinfengming Group (SHSE:603225) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Jul 29What Is Xinfengming Group Co., Ltd.'s (SHSE:603225) Share Price Doing?Xinfengming Group Co., Ltd. ( SHSE:603225 ), is not the largest company out there, but it received a lot of attention...Price Target Changed • Jul 13Price target increased by 8.5% to CN¥16.36Up from CN¥15.07, the current price target is an average from 4 analysts. New target price is 9.7% above last closing price of CN¥14.91. Stock is up 20% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.72 last year.お知らせ • Jun 29Xinfengming Group Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Xinfengming Group Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024分析記事 • Jun 28There Is A Reason Xinfengming Group Co., Ltd.'s (SHSE:603225) Price Is UndemandingXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy...分析記事 • Jun 13Returns On Capital At Xinfengming Group (SHSE:603225) Paint A Concerning PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Large one-off items impacting financial results.分析記事 • May 02Investors Shouldn't Be Too Comfortable With Xinfengming Group's (SHSE:603225) EarningsDespite posting some strong earnings, the market for Xinfengming Group Co., Ltd.'s ( SHSE:603225 ) stock hasn't moved...New Risk • May 01New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 92% Dividend yield: 1.8% 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (92% cash payout ratio).Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.13 in 1Q 2023). Revenue: CN¥14.5b (up 16% from 1Q 2023). Net income: CN¥275.2m (up 45% from 1Q 2023). Profit margin: 1.9% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.分析記事 • Apr 15What Is Xinfengming Group Co., Ltd.'s (SHSE:603225) Share Price Doing?While Xinfengming Group Co., Ltd. ( SHSE:603225 ) might not have the largest market cap around , it received a lot of...Price Target Changed • Apr 11Price target increased by 7.7% to CN¥15.07Up from CN¥14.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥14.77. Stock is up 34% over the past year. The company is forecast to post earnings per share of CN¥1.21 for next year compared to CN¥0.72 last year.分析記事 • Mar 30Analysts Are Updating Their Xinfengming Group Co., Ltd. (SHSE:603225) Estimates After Its Annual ResultsIt's been a good week for Xinfengming Group Co., Ltd. ( SHSE:603225 ) shareholders, because the company has just...お知らせ • Mar 29Xinfengming Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Xinfengming Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Mar 26Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang ChinaReported Earnings • Mar 26Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: CN¥0.72 (up from CN¥0.14 loss in FY 2022). Revenue: CN¥61.5b (up 21% from FY 2022). Net income: CN¥1.09b (up CN¥1.29b from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.分析記事 • Mar 17Xinfengming Group Co., Ltd.'s (SHSE:603225) Price In Tune With EarningsXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-earnings (or "P/E") ratio of 54.6x might make it look like a...分析記事 • Mar 01Investors Could Be Concerned With Xinfengming Group's (SHSE:603225) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years.お知らせ • Feb 01Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 150 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its class A shares. The shares will be repurchased at no more than CNY 16 per share. The repurchased shares will be used for ESOP or equity incentives. The program will be valid for 12 months.お知らせ • Dec 30Xinfengming Group Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Xinfengming Group Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.57, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.075 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (up from CN¥0.075 loss in 3Q 2022). Revenue: CN¥16.0b (up 13% from 3Q 2022). Net income: CN¥407.4m (up CN¥517.0m from 3Q 2022). Profit margin: 2.5% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Xinfengming Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023Price Target Changed • Sep 19Price target increased by 17% to CN¥14.13Up from CN¥12.08, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥13.63. Stock is up 38% over the past year. The company is forecast to post earnings per share of CN¥0.63 next year compared to a net loss per share of CN¥0.14 last year.Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.071 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.071 in 2Q 2022). Revenue: CN¥15.7b (up 20% from 2Q 2022). Net income: CN¥289.8m (up 166% from 2Q 2022). Profit margin: 1.8% (up from 0.8% in 2Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Mar 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: CN¥0.14 loss per share (down from CN¥1.57 profit in FY 2021). Revenue: CN¥50.8b (up 13% from FY 2021). Net loss: CN¥205.1m (down 109% from profit in FY 2021). Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Feb 17Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd for CNY 3.30 million.Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd. for CNY 3.30 million on February 15, 2023. Xinfengming Group's board of directors approves the acquisition. As of December 31, 2022, total assets of CNY 3.30662519 million, net assets of CNY 3.30662519 million, operating income of CNY 0, and net income of CNY -0.48211548 million.お知らせ • Jan 18Xinfengming Group Co., Ltd. announced that it expects to receive CNY 999.999998 million in funding from Xinfengming Holding Group Co., Ltd. and other investorXinfengming Group Co., Ltd. announced that it has entered into the share subscription agreement of 114,285,714 A shares at an issue price of CNY 8.75 per share for the gross proceeds of CNY 1,000,000,000 on January 17, 2023. The transaction will include participation from Xinfengming Holding Group Co., Ltd. for not more than 68,571,428 shares and individual investor Zhuang Kuilong for not more than 45,714,286 shares. The shares cannot be transferred within 18 months from the issuance closing date. The transaction has been approved approved in the 37th meeting of the company’s 5th directorate and the 24th meeting of the 5th supervisory board, and is subject to the approvals of the company’s shareholders and the China Securities Regulatory Commission. The company’s total share capital is 1,529,469,778 shares. Xinfengming Holding Group Co., Ltd. holds 15.41% stake for 235,693,920 shares and Zhuang Kuilong holds 22.07% stake for 337,521,813 shares. Post the completion, Xinfengming Holding Group Co., Ltd. will hold 304,265,348 shares and Zhuang Kuilong will hold 383,236,099 shares.Price Target Changed • Dec 19Price target decreased to CN¥10.93Down from CN¥12.05, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥11.03. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥0.28 for next year compared to CN¥1.57 last year.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. 4 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥9.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 14% over the past three years.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥52.9b to CN¥51.1b. EPS estimate also fell from CN¥0.99 per share to CN¥0.64 per share. Net income forecast to grow 189% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target down from CN¥12.05 to CN¥11.43. Share price was steady at CN¥8.42 over the past week.Reported Earnings • Oct 28Third quarter 2022 earnings released: CN¥0.075 loss per share (vs CN¥0.42 profit in 3Q 2021)Third quarter 2022 results: CN¥0.075 loss per share (down from CN¥0.42 profit in 3Q 2021). Revenue: CN¥14.2b (up 10% from 3Q 2021). Net loss: CN¥109.5m (down 118% from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 11Price target decreased to CN¥12.05Down from CN¥13.18, the current price target is an average from 4 analysts. New target price is 37% above last closing price of CN¥8.82. Stock is down 45% over the past year. The company is forecast to post earnings per share of CN¥0.99 for next year compared to CN¥1.57 last year.Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.071 (vs CN¥0.59 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.071 (down from CN¥0.59 in 2Q 2021). Revenue: CN¥13.1b (up 1.9% from 2Q 2021). Net income: CN¥108.8m (down 87% from 2Q 2021). Profit margin: 0.8% (down from 6.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 40% growth forecast for the Chemicals industry in China. 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 6% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jul 20Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥53.9b to CN¥53.2b. EPS estimate also fell from CN¥1.25 per share to CN¥1.11 per share. Net income forecast to shrink 1.6% next year vs 41% growth forecast for Chemicals industry in China . Consensus price target broadly unchanged at CN¥13.18. Share price was steady at CN¥10.47 over the past week.Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥11.59, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.87 per share.Price Target Changed • May 12Price target decreased to CN¥13.55Down from CN¥15.09, the current price target is an average from 8 analysts. New target price is 40% above last closing price of CN¥9.65. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥1.34 for next year compared to CN¥1.57 last year.Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.36 in 1Q 2021). Revenue: CN¥10.6b (down 2.0% from 1Q 2021). Net income: CN¥284.8m (down 43% from 1Q 2021). Profit margin: 2.7% (down from 4.6% in 1Q 2021). Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 28%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target decreased to CN¥15.09Down from CN¥18.44, the current price target is an average from 7 analysts. New target price is 61% above last closing price of CN¥9.39. Stock is down 48% over the past year. The company is forecast to post earnings per share of CN¥1.40 for next year compared to CN¥1.57 last year.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. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Apr 21Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥59.9b to CN¥54.7b. EPS estimate also fell from CN¥1.87 per share to CN¥1.40 per share. Net income forecast to shrink 6.4% next year vs 39% growth forecast for Chemicals industry in China . Consensus price target down from CN¥18.44 to CN¥15.09. Share price fell 9.2% to CN¥10.30 over the past week.Price Target Changed • Apr 19Price target decreased to CN¥15.09Down from CN¥18.44, the current price target is an average from 7 analysts. New target price is 46% above last closing price of CN¥10.30. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥1.40 for next year compared to CN¥1.57 last year.Reported Earnings • Apr 17Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥1.57 (up from CN¥0.43 in FY 2020). Revenue: CN¥44.8b (up 21% from FY 2020). Net income: CN¥2.25b (up 274% from FY 2020). Profit margin: 5.0% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 32%, compared to a 50% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Mar 10Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 300 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 300 million worth of its shares. The shares will be repurchased at a price of not more than CNY 18 per share. The authorization will be valid for a period of 12 months.Price Target Changed • Jan 21Price target increased to CN¥21.88Up from CN¥18.98, the current price target is an average from 6 analysts. New target price is 48% above last closing price of CN¥14.80. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥1.67 for next year compared to CN¥0.43 last year.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.05 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥12.9b (up 36% from 3Q 2020). Net income: CN¥610.6m (up CN¥551.1m from 3Q 2020). Profit margin: 4.7% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥17.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 8.8% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥21.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Chemicals industry in China. Total returns to shareholders of 43% over the past three years.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.59 (vs CN¥0.098 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥12.9b (up 51% from 2Q 2020). Net income: CN¥826.3m (up 485% from 2Q 2020). Profit margin: 6.4% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥19.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥23.90, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 67% over the past three years.Major Estimate Revision • Jul 14Consensus EPS estimates increase to CN¥1.54The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from CN¥49.9b to CN¥52.7b. EPS estimate increased from CN¥1.39 to CN¥1.54 per share. Net income forecast to grow 117% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target up from CN¥16.86 to CN¥21.43. Share price rose 8.9% to CN¥22.45 over the past week.Price Target Changed • Jul 09Price target increased to CN¥21.43Up from CN¥17.45, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CN¥20.91. Stock is up 84% over the past year.お知らせ • Jun 05An unknown buyer agree to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Xinfengming Group Co., Ltd. (SHSE:603225) for CNY 10.3 million.An unknown buyer agree to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Xinfengming Group Co., Ltd. (SHSE:603225) for CNY 10.3 million on June 3, 2021. As on May 5, 2021, Tongxiang Wujiang Technology Development Co., Ltd. reported total assets of CNY 14.03 million, net assets of CNY 10.3 million, operating income of CNY 7.8 million and net profit of CNY 1.8 million. Transaction is approved by the Board of Xinfengming Group Co., Ltd.Reported Earnings • Apr 20Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥1.13 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¥37.0b (up 8.3% from FY 2019). Net income: CN¥603.0m (down 56% from FY 2019). Profit margin: 1.6% (down from 4.0% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥16.35, the stock is trading at a trailing P/E ratio of 42.8x, down from the previous P/E ratio of 51.2x. This compares to an average P/E of 36x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 13%.Is New 90 Day High Low • Feb 08New 90-day high: CN¥21.13The company is up 100% from its price of CN¥10.58 on 10 November 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.76 per share.Is New 90 Day High Low • Jan 21New 90-day high: CN¥19.02The company is up 79% from its price of CN¥10.62 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.74 per share.Price Target Changed • Jan 19Price target raised to CN¥16.70Up from CN¥14.05, the current price target is an average from 4 analysts. The new target price is close to the current share price of CN¥17.50. As of last close, the stock is up 41% over the past year.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥16.93, the stock is trading at a trailing P/E ratio of 44.3x, up from the previous P/E ratio of 36.3x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 9.1%.Is New 90 Day High Low • Dec 25New 90-day high: CN¥13.75The company is up 37% from its price of CN¥10.05 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.24 per share.Valuation Update With 7 Day Price Move • Nov 21Market bids up stock over the past weekAfter last week's 17% share price gain to CN¥13.10, the stock is trading at a trailing P/E ratio of 34.3x, up from the previous P/E ratio of 29.2x. This compares to an average P/E of 40x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 22%.Price Target Changed • Nov 20Price target raised to CN¥14.05Up from CN¥12.67, the current price target is an average from 4 analysts. The new target price is 11% above the current share price of CN¥12.71. As of last close, the stock is up 9.6% over the past year.Is New 90 Day High Low • Nov 17New 90-day high: CN¥12.70The company is up 3.0% from its price of CN¥12.29 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.98 per share.株主還元603225CN ChemicalsCN 市場7D-2.2%-4.2%-2.7%1Y50.1%57.5%31.5%株主還元を見る業界別リターン: 603225過去 1 年間で57.5 % の収益を上げたCN Chemicals業界を下回りました。リターン対市場: 603225過去 1 年間で31.5 % の収益を上げたCN市場を上回りました。価格変動Is 603225's price volatile compared to industry and market?603225 volatility603225 Average Weekly Movement7.7%Chemicals Industry Average Movement6.8%Market Average Movement6.4%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 603225 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 603225の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200018,136Yao Zhong Zhuangwww.xinfengming.com新豊明集団有限公司は、ポリエステル長繊維の研究開発、生産、販売を行っている。また、高純度テレフタル酸（PTA）の製造・販売も行っている。PTA、ポリエステル延伸糸、延伸加工糸、ステープルファイバー、ポリエステルチップ、再生ポリエステルなど、衣料用、家庭用繊維用、工業用繊維用などの製品を生産している。新豊明集団有限公司は2000年に設立され、中国の桐郷に本社を置く。もっと見るXinfengming Group Co., Ltd. 基礎のまとめXinfengming Group の収益と売上を時価総額と比較するとどうか。603225 基礎統計学時価総額CN¥27.46b収益（TTM）CN¥1.08b売上高(TTM)CN¥74.53b25.5xPER（株価収益率0.4xP/Sレシオ603225 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計603225 損益計算書（TTM）収益CN¥74.53b売上原価CN¥70.59b売上総利益CN¥3.94bその他の費用CN¥2.86b収益CN¥1.08b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.65グロス・マージン5.28%純利益率1.45%有利子負債／自己資本比率163.3%603225 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.2%現在の配当利回り28%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 12:51終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Xinfengming Group Co., Ltd. 5 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。7 アナリスト機関Wang PengChina Galaxy Securities Co., Ltd.Xiaotian XuChina International Capital Corporation LimitedLin YangGuosen Securities Co., Ltd.4 その他のアナリストを表示
Price Target Changed • Apr 18Price target increased by 10% to CN¥20.45Up from CN¥18.55, the current price target is an average from 2 analysts. New target price is 22% above last closing price of CN¥16.78. Stock is up 63% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥0.69 last year.
Reported Earnings • Apr 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.69 (down from CN¥0.73 in FY 2024). Revenue: CN¥71.6b (up 6.7% from FY 2024). Net income: CN¥1.02b (down 7.5% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
お知らせ • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥17.44, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 61% over the past three years.
お知らせ • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
Price Target Changed • Apr 18Price target increased by 10% to CN¥20.45Up from CN¥18.55, the current price target is an average from 2 analysts. New target price is 22% above last closing price of CN¥16.78. Stock is up 63% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥0.69 last year.
Reported Earnings • Apr 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.69 (down from CN¥0.73 in FY 2024). Revenue: CN¥71.6b (up 6.7% from FY 2024). Net income: CN¥1.02b (down 7.5% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
お知らせ • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥17.44, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 61% over the past three years.
お知らせ • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.29, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 81% over the past three years.
New Risk • Nov 11New 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 7.4% 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: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.4% average weekly change).
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥18.15, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 89% over the past three years.
New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xinfengming Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Price Target Changed • Aug 31Price target increased by 9.5% to CN¥15.87Up from CN¥14.49, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥15.33. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.91 for next year compared to CN¥0.73 last year.
お知らせ • Jun 30Xinfengming Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xinfengming Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
New Risk • May 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
New Risk • May 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
Price Target Changed • Apr 29Price target decreased by 7.1% to CN¥14.47Down from CN¥15.58, the current price target is an average from 4 analysts. New target price is 33% above last closing price of CN¥10.84. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥1.10 for next year compared to CN¥0.73 last year.
Reported Earnings • Apr 25Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.73 (up from CN¥0.72 in FY 2023). Revenue: CN¥67.1b (up 9.1% from FY 2023). Net income: CN¥1.10b (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Apr 25Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥10.21, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 6.0% over the past three years.
お知らせ • Mar 28Xinfengming Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xinfengming Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
分析記事 • Feb 27Xinfengming Group (SHSE:603225) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 11Investors Aren't Entirely Convinced By Xinfengming Group Co., Ltd.'s (SHSE:603225) EarningsWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 37x, you may consider...
分析記事 • Jan 12Some Investors May Be Worried About Xinfengming Group's (SHSE:603225) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
お知らせ • Dec 27Xinfengming Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Xinfengming Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
分析記事 • Dec 11Is Now An Opportune Moment To Examine Xinfengming Group Co., Ltd. (SHSE:603225)?Xinfengming Group Co., Ltd. ( SHSE:603225 ), might not be a large cap stock, but it saw a decent share price growth of...
分析記事 • Nov 19Here's Why Xinfengming Group (SHSE:603225) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 04Impressive Earnings May Not Tell The Whole Story For Xinfengming Group (SHSE:603225)Last week's profit announcement from Xinfengming Group Co., Ltd. ( SHSE:603225 ) was underwhelming for investors...
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.097 (vs CN¥0.27 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.097 (down from CN¥0.27 in 3Q 2023). Revenue: CN¥17.9b (up 12% from 3Q 2023). Net income: CN¥140.9m (down 65% from 3Q 2023). Profit margin: 0.8% (down from 2.5% in 3Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Xinfengming Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
分析記事 • Sep 30Xinfengming Group Co., Ltd.'s (SHSE:603225) Revenues Are Not Doing Enough For Some InvestorsXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy...
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥11.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 27% over the past three years.
分析記事 • Sep 14There Are Reasons To Feel Uneasy About Xinfengming Group's (SHSE:603225) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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: Major Risk Debt is not well covered by operating cash flow (7.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.22 (up from CN¥0.19 in 2Q 2023). Revenue: CN¥16.8b (up 7.3% from 2Q 2023). Net income: CN¥329.5m (up 14% from 2Q 2023). Profit margin: 2.0% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 14Is Xinfengming Group (SHSE:603225) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Jul 29What Is Xinfengming Group Co., Ltd.'s (SHSE:603225) Share Price Doing?Xinfengming Group Co., Ltd. ( SHSE:603225 ), is not the largest company out there, but it received a lot of attention...
Price Target Changed • Jul 13Price target increased by 8.5% to CN¥16.36Up from CN¥15.07, the current price target is an average from 4 analysts. New target price is 9.7% above last closing price of CN¥14.91. Stock is up 20% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.72 last year.
お知らせ • Jun 29Xinfengming Group Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Xinfengming Group Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
分析記事 • Jun 28There Is A Reason Xinfengming Group Co., Ltd.'s (SHSE:603225) Price Is UndemandingXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy...
分析記事 • Jun 13Returns On Capital At Xinfengming Group (SHSE:603225) Paint A Concerning PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Large one-off items impacting financial results.
分析記事 • May 02Investors Shouldn't Be Too Comfortable With Xinfengming Group's (SHSE:603225) EarningsDespite posting some strong earnings, the market for Xinfengming Group Co., Ltd.'s ( SHSE:603225 ) stock hasn't moved...
New Risk • May 01New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 92% Dividend yield: 1.8% 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (92% cash payout ratio).
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.13 in 1Q 2023). Revenue: CN¥14.5b (up 16% from 1Q 2023). Net income: CN¥275.2m (up 45% from 1Q 2023). Profit margin: 1.9% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 15What Is Xinfengming Group Co., Ltd.'s (SHSE:603225) Share Price Doing?While Xinfengming Group Co., Ltd. ( SHSE:603225 ) might not have the largest market cap around , it received a lot of...
Price Target Changed • Apr 11Price target increased by 7.7% to CN¥15.07Up from CN¥14.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥14.77. Stock is up 34% over the past year. The company is forecast to post earnings per share of CN¥1.21 for next year compared to CN¥0.72 last year.
分析記事 • Mar 30Analysts Are Updating Their Xinfengming Group Co., Ltd. (SHSE:603225) Estimates After Its Annual ResultsIt's been a good week for Xinfengming Group Co., Ltd. ( SHSE:603225 ) shareholders, because the company has just...
お知らせ • Mar 29Xinfengming Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Xinfengming Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Mar 26Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
Reported Earnings • Mar 26Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: CN¥0.72 (up from CN¥0.14 loss in FY 2022). Revenue: CN¥61.5b (up 21% from FY 2022). Net income: CN¥1.09b (up CN¥1.29b from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 17Xinfengming Group Co., Ltd.'s (SHSE:603225) Price In Tune With EarningsXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-earnings (or "P/E") ratio of 54.6x might make it look like a...
分析記事 • Mar 01Investors Could Be Concerned With Xinfengming Group's (SHSE:603225) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years.
お知らせ • Feb 01Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 150 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its class A shares. The shares will be repurchased at no more than CNY 16 per share. The repurchased shares will be used for ESOP or equity incentives. The program will be valid for 12 months.
お知らせ • Dec 30Xinfengming Group Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Xinfengming Group Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.57, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.075 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (up from CN¥0.075 loss in 3Q 2022). Revenue: CN¥16.0b (up 13% from 3Q 2022). Net income: CN¥407.4m (up CN¥517.0m from 3Q 2022). Profit margin: 2.5% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Xinfengming Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023
Price Target Changed • Sep 19Price target increased by 17% to CN¥14.13Up from CN¥12.08, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥13.63. Stock is up 38% over the past year. The company is forecast to post earnings per share of CN¥0.63 next year compared to a net loss per share of CN¥0.14 last year.
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.071 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.071 in 2Q 2022). Revenue: CN¥15.7b (up 20% from 2Q 2022). Net income: CN¥289.8m (up 166% from 2Q 2022). Profit margin: 1.8% (up from 0.8% in 2Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: CN¥0.14 loss per share (down from CN¥1.57 profit in FY 2021). Revenue: CN¥50.8b (up 13% from FY 2021). Net loss: CN¥205.1m (down 109% from profit in FY 2021). Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Feb 17Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd for CNY 3.30 million.Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd. for CNY 3.30 million on February 15, 2023. Xinfengming Group's board of directors approves the acquisition. As of December 31, 2022, total assets of CNY 3.30662519 million, net assets of CNY 3.30662519 million, operating income of CNY 0, and net income of CNY -0.48211548 million.
お知らせ • Jan 18Xinfengming Group Co., Ltd. announced that it expects to receive CNY 999.999998 million in funding from Xinfengming Holding Group Co., Ltd. and other investorXinfengming Group Co., Ltd. announced that it has entered into the share subscription agreement of 114,285,714 A shares at an issue price of CNY 8.75 per share for the gross proceeds of CNY 1,000,000,000 on January 17, 2023. The transaction will include participation from Xinfengming Holding Group Co., Ltd. for not more than 68,571,428 shares and individual investor Zhuang Kuilong for not more than 45,714,286 shares. The shares cannot be transferred within 18 months from the issuance closing date. The transaction has been approved approved in the 37th meeting of the company’s 5th directorate and the 24th meeting of the 5th supervisory board, and is subject to the approvals of the company’s shareholders and the China Securities Regulatory Commission. The company’s total share capital is 1,529,469,778 shares. Xinfengming Holding Group Co., Ltd. holds 15.41% stake for 235,693,920 shares and Zhuang Kuilong holds 22.07% stake for 337,521,813 shares. Post the completion, Xinfengming Holding Group Co., Ltd. will hold 304,265,348 shares and Zhuang Kuilong will hold 383,236,099 shares.
Price Target Changed • Dec 19Price target decreased to CN¥10.93Down from CN¥12.05, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥11.03. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥0.28 for next year compared to CN¥1.57 last year.
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. 4 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥9.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 14% over the past three years.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥52.9b to CN¥51.1b. EPS estimate also fell from CN¥0.99 per share to CN¥0.64 per share. Net income forecast to grow 189% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target down from CN¥12.05 to CN¥11.43. Share price was steady at CN¥8.42 over the past week.
Reported Earnings • Oct 28Third quarter 2022 earnings released: CN¥0.075 loss per share (vs CN¥0.42 profit in 3Q 2021)Third quarter 2022 results: CN¥0.075 loss per share (down from CN¥0.42 profit in 3Q 2021). Revenue: CN¥14.2b (up 10% from 3Q 2021). Net loss: CN¥109.5m (down 118% from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 11Price target decreased to CN¥12.05Down from CN¥13.18, the current price target is an average from 4 analysts. New target price is 37% above last closing price of CN¥8.82. Stock is down 45% over the past year. The company is forecast to post earnings per share of CN¥0.99 for next year compared to CN¥1.57 last year.
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.071 (vs CN¥0.59 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.071 (down from CN¥0.59 in 2Q 2021). Revenue: CN¥13.1b (up 1.9% from 2Q 2021). Net income: CN¥108.8m (down 87% from 2Q 2021). Profit margin: 0.8% (down from 6.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 40% growth forecast for the Chemicals industry in China. 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 6% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jul 20Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥53.9b to CN¥53.2b. EPS estimate also fell from CN¥1.25 per share to CN¥1.11 per share. Net income forecast to shrink 1.6% next year vs 41% growth forecast for Chemicals industry in China . Consensus price target broadly unchanged at CN¥13.18. Share price was steady at CN¥10.47 over the past week.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥11.59, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.87 per share.
Price Target Changed • May 12Price target decreased to CN¥13.55Down from CN¥15.09, the current price target is an average from 8 analysts. New target price is 40% above last closing price of CN¥9.65. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥1.34 for next year compared to CN¥1.57 last year.
Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.36 in 1Q 2021). Revenue: CN¥10.6b (down 2.0% from 1Q 2021). Net income: CN¥284.8m (down 43% from 1Q 2021). Profit margin: 2.7% (down from 4.6% in 1Q 2021). Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 28%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target decreased to CN¥15.09Down from CN¥18.44, the current price target is an average from 7 analysts. New target price is 61% above last closing price of CN¥9.39. Stock is down 48% over the past year. The company is forecast to post earnings per share of CN¥1.40 for next year compared to CN¥1.57 last year.
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. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Apr 21Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥59.9b to CN¥54.7b. EPS estimate also fell from CN¥1.87 per share to CN¥1.40 per share. Net income forecast to shrink 6.4% next year vs 39% growth forecast for Chemicals industry in China . Consensus price target down from CN¥18.44 to CN¥15.09. Share price fell 9.2% to CN¥10.30 over the past week.
Price Target Changed • Apr 19Price target decreased to CN¥15.09Down from CN¥18.44, the current price target is an average from 7 analysts. New target price is 46% above last closing price of CN¥10.30. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥1.40 for next year compared to CN¥1.57 last year.
Reported Earnings • Apr 17Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥1.57 (up from CN¥0.43 in FY 2020). Revenue: CN¥44.8b (up 21% from FY 2020). Net income: CN¥2.25b (up 274% from FY 2020). Profit margin: 5.0% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 32%, compared to a 50% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Mar 10Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 300 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 300 million worth of its shares. The shares will be repurchased at a price of not more than CNY 18 per share. The authorization will be valid for a period of 12 months.
Price Target Changed • Jan 21Price target increased to CN¥21.88Up from CN¥18.98, the current price target is an average from 6 analysts. New target price is 48% above last closing price of CN¥14.80. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥1.67 for next year compared to CN¥0.43 last year.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.05 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥12.9b (up 36% from 3Q 2020). Net income: CN¥610.6m (up CN¥551.1m from 3Q 2020). Profit margin: 4.7% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥17.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 8.8% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥21.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Chemicals industry in China. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.59 (vs CN¥0.098 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥12.9b (up 51% from 2Q 2020). Net income: CN¥826.3m (up 485% from 2Q 2020). Profit margin: 6.4% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥19.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥23.90, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 67% over the past three years.
Major Estimate Revision • Jul 14Consensus EPS estimates increase to CN¥1.54The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from CN¥49.9b to CN¥52.7b. EPS estimate increased from CN¥1.39 to CN¥1.54 per share. Net income forecast to grow 117% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target up from CN¥16.86 to CN¥21.43. Share price rose 8.9% to CN¥22.45 over the past week.
Price Target Changed • Jul 09Price target increased to CN¥21.43Up from CN¥17.45, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CN¥20.91. Stock is up 84% over the past year.
お知らせ • Jun 05An unknown buyer agree to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Xinfengming Group Co., Ltd. (SHSE:603225) for CNY 10.3 million.An unknown buyer agree to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Xinfengming Group Co., Ltd. (SHSE:603225) for CNY 10.3 million on June 3, 2021. As on May 5, 2021, Tongxiang Wujiang Technology Development Co., Ltd. reported total assets of CNY 14.03 million, net assets of CNY 10.3 million, operating income of CNY 7.8 million and net profit of CNY 1.8 million. Transaction is approved by the Board of Xinfengming Group Co., Ltd.
Reported Earnings • Apr 20Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥1.13 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¥37.0b (up 8.3% from FY 2019). Net income: CN¥603.0m (down 56% from FY 2019). Profit margin: 1.6% (down from 4.0% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥16.35, the stock is trading at a trailing P/E ratio of 42.8x, down from the previous P/E ratio of 51.2x. This compares to an average P/E of 36x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 13%.
Is New 90 Day High Low • Feb 08New 90-day high: CN¥21.13The company is up 100% from its price of CN¥10.58 on 10 November 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.76 per share.
Is New 90 Day High Low • Jan 21New 90-day high: CN¥19.02The company is up 79% from its price of CN¥10.62 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.74 per share.
Price Target Changed • Jan 19Price target raised to CN¥16.70Up from CN¥14.05, the current price target is an average from 4 analysts. The new target price is close to the current share price of CN¥17.50. As of last close, the stock is up 41% over the past year.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥16.93, the stock is trading at a trailing P/E ratio of 44.3x, up from the previous P/E ratio of 36.3x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 9.1%.
Is New 90 Day High Low • Dec 25New 90-day high: CN¥13.75The company is up 37% from its price of CN¥10.05 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.24 per share.
Valuation Update With 7 Day Price Move • Nov 21Market bids up stock over the past weekAfter last week's 17% share price gain to CN¥13.10, the stock is trading at a trailing P/E ratio of 34.3x, up from the previous P/E ratio of 29.2x. This compares to an average P/E of 40x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 22%.
Price Target Changed • Nov 20Price target raised to CN¥14.05Up from CN¥12.67, the current price target is an average from 4 analysts. The new target price is 11% above the current share price of CN¥12.71. As of last close, the stock is up 9.6% over the past year.
Is New 90 Day High Low • Nov 17New 90-day high: CN¥12.70The company is up 3.0% from its price of CN¥12.29 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.98 per share.
