View ValuationNingbo Tianlong Electronics 将来の成長Future 基準チェック /06現在、 Ningbo Tianlong Electronicsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長30.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Apr 25Full year 2025 earnings released: EPS: CN¥0.53 (vs CN¥0.55 in FY 2024)Full year 2025 results: EPS: CN¥0.53 (down from CN¥0.55 in FY 2024). Revenue: CN¥1.32b (down 3.1% from FY 2024). Net income: CN¥106.1m (down 3.7% from FY 2024). Profit margin: 8.0% (down from 8.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Apr 25Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, May 18, 2026Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, May 18, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang Chinaお知らせ • Apr 23Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) completed the acquisition of 32.3% stake in Suzhou Haomibo Technology Co., Ltd. from a group of shareholders.Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) agreed to acquire 32.3% stake in Suzhou Haomibo Technology Co., Ltd. from a group of shareholders for approximately CNY 130 million on December 31, 2025. A cash consideration of CNY 131.84 million will be paid by Ningbo Tianlong Electronics Co., Ltd. As part of consideration, CNY 131.84 million is paid towards common equity of Suzhou Haomibo Technology Co., Ltd. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board of Ningbo Tianlong Electronics Co., Ltd. Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) completed the acquisition of 32.3% stake in Suzhou Haomibo Technology Co., Ltd. from a group of shareholders on April 21, 2026.お知らせ • Mar 30Ningbo Tianlong Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26Ningbo Tianlong Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Ningbo Tianlong Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.14 (vs CN¥0.13 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.14 (up from CN¥0.13 in 3Q 2024). Revenue: CN¥332.9m (up 2.0% from 3Q 2024). Net income: CN¥26.2m (up 6.3% from 3Q 2024). Profit margin: 7.9% (up from 7.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Sep 30Ningbo Tianlong Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥26.04, the stock trades at a trailing P/E ratio of 47.6x. Average trailing P/E is 44x in the Chemicals industry in China. Total returns to shareholders of 95% over the past three years.New Risk • Jul 24New 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.95, the stock trades at a trailing P/E ratio of 40.5x. Average trailing P/E is 39x in the Chemicals industry in China. Total returns to shareholders of 44% over the past three years.お知らせ • Jun 30Ningbo Tianlong Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Ningbo Tianlong Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025Buy Or Sell Opportunity • Jun 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to CN¥17.64. The fair value is estimated to be CN¥14.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat.お知らせ • May 26Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, Jun 20, 2025Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, Jun 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang ChinaReported Earnings • Apr 28Full year 2024 earnings released: EPS: CN¥0.55 (vs CN¥0.56 in FY 2023)Full year 2024 results: EPS: CN¥0.55 (down from CN¥0.56 in FY 2023). Revenue: CN¥1.37b (up 3.7% from FY 2023). Net income: CN¥110.2m (down 1.2% from FY 2023). Profit margin: 8.1% (down from 8.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 28Ningbo Tianlong Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥18.99, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 38x in the Chemicals industry in China. Total returns to shareholders of 50% over the past three years.お知らせ • Dec 27Ningbo Tianlong Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025Ningbo Tianlong Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.75, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 35x in the Chemicals industry in China. Total returns to shareholders of 100% over the past three years.分析記事 • Nov 06Optimistic Investors Push Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) Shares Up 25% But Growth Is LackingNingbo Tianlong Electronics Co., Ltd. ( SHSE:603266 ) shares have continued their recent momentum with a 25% gain in...Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.17 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.17 in 3Q 2023). Revenue: CN¥326.3m (down 5.5% from 3Q 2023). Net income: CN¥24.6m (down 26% from 3Q 2023). Profit margin: 7.5% (down from 9.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 30Ningbo Tianlong Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥17.26, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 75% over the past three years.Buy Or Sell Opportunity • Sep 30Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to CN¥17.26. The fair value is estimated to be CN¥13.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 4.1%.分析記事 • Sep 30Ningbo Tianlong Electronics (SHSE:603266) Is Looking To Continue Growing Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Reported Earnings • Sep 02Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.13 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12. Revenue: CN¥320.1m (up 4.0% from 2Q 2023). Net income: CN¥25.0m (flat on 2Q 2023). Profit margin: 7.8% (down from 8.1% in 2Q 2023). The decrease in margin was driven by higher expenses.Buy Or Sell Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to CN¥17.03. The fair value is estimated to be CN¥21.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 4.2%.お知らせ • Jun 28Ningbo Tianlong Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Ningbo Tianlong Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024Buy Or Sell Opportunity • Jun 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to CN¥16.63. The fair value is estimated to be CN¥21.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 4.2%.Declared Dividend • Jun 13Dividend increased to CN¥0.17Dividend of CN¥0.17 is 31% higher than last year. Ex-date: 18th June 2024 Payment date: 18th June 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 06Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to CN¥16.39. The fair value is estimated to be CN¥21.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 4.2%.分析記事 • May 06Some May Be Optimistic About Ningbo Tianlong Electronics' (SHSE:603266) EarningsShareholders appeared unconcerned with Ningbo Tianlong Electronics Co., Ltd.'s ( SHSE:603266 ) lackluster earnings...New Risk • May 06New 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 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (10% average weekly change).お知らせ • Apr 27Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, May 21, 2024Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang ChinaReported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.56 (vs CN¥0.62 in FY 2022)Full year 2023 results: EPS: CN¥0.56 (down from CN¥0.62 in FY 2022). Revenue: CN¥1.32b (up 5.0% from FY 2022). Net income: CN¥111.5m (down 9.2% from FY 2022). Profit margin: 8.5% (down from 9.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.32, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 60% over the past three years.分析記事 • Apr 15The Returns On Capital At Ningbo Tianlong Electronics (SHSE:603266) Don't Inspire ConfidenceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Apr 15Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) May Have Run Too Fast Too Soon With Recent 28% Price PlummetNingbo Tianlong Electronics Co., Ltd. ( SHSE:603266 ) shareholders that were waiting for something to happen have been...お知らせ • Mar 29Ningbo Tianlong Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥24.16, the stock trades at a trailing P/E ratio of 42.4x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 139% over the past three years.Buy Or Sell Opportunity • Mar 14Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to CN¥24.16. The fair value is estimated to be CN¥19.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 8.6%.分析記事 • Feb 28Getting In Cheap On Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) Is UnlikelyWith a price-to-earnings (or "P/E") ratio of 38.2x Ningbo Tianlong Electronics Co., Ltd. ( SHSE:603266 ) may be sending...Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥18.90, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 109% over the past three years.Buy Or Sell Opportunity • Jan 25Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥22.51. The fair value is estimated to be CN¥18.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 8.6%.お知らせ • Dec 29Ningbo Tianlong Electronics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Ningbo Tianlong Electronics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥33.61, the stock trades at a trailing P/E ratio of 59x. Average trailing P/E is 35x in the Chemicals industry in China. Total returns to shareholders of 218% over the past three years.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥38.88, the stock trades at a trailing P/E ratio of 68.3x. Average trailing P/E is 38x in the Chemicals industry in China. Total returns to shareholders of 213% over the past three years.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.17 (vs CN¥0.18 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.17 (down from CN¥0.18 in 3Q 2022). Revenue: CN¥345.3m (flat on 3Q 2022). Net income: CN¥33.2m (down 3.0% from 3Q 2022). Profit margin: 9.6% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 44%After last week's 44% share price gain to CN¥22.36, the stock trades at a trailing P/E ratio of 39x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 92% over the past three years.New Risk • Oct 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥16.69, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 34x in the Chemicals industry in China. Total returns to shareholders of 47% over the past three years.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.16 in 2Q 2022). Revenue: CN¥307.8m (up 7.9% from 2Q 2022). Net income: CN¥24.9m (down 22% from 2Q 2022). Profit margin: 8.1% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥16.05, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 22% over the past three years.Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.13 per share at 0.9% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Chinese dividend payers (2.0%). Lower than average of industry peers (1.9%).Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.62 (vs CN¥0.50 in FY 2021)Full year 2022 results: EPS: CN¥0.62 (up from CN¥0.50 in FY 2021). Revenue: CN¥1.25b (up 5.9% from FY 2021). Net income: CN¥122.8m (up 25% from FY 2021). Profit margin: 9.8% (up from 8.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 21Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be CN¥16.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%.お知らせ • Jan 09Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) and Suzhou Industrial Park Zhongyuan Naxing Venture Capital Partnership (Limited Partnership) signed the Equity transfer agreement to acquire 5.4546% in Zhejiang Grecon Semiconductor Co., Ltd from group of sellers for CNY 30 million.Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) and Suzhou Industrial Park Zhongyuan Naxing Venture Capital Partnership (Limited Partnership) signed the Equity transfer agreement to acquire 5.4546% in Zhejiang Grecon Semiconductor Co., Ltd from Shanghai Cuiyuan Semiconductor Technology Partnership (Limited Partnership), Shanghai Cuirui Semiconductor Partnership (Limited Partnership), Shanghai Cuijiang Semiconductor Partnership (Limited Partnership) and Shanghai Cuixin Semiconductor Partnership (Limited Partnership) for CNY 30 million on January 6, 2023. The transaction was approved by Ningbo Tianlong Electronics Co., Ltd. thirteenth meeting of the fourth board of directors. For the year ended, October 31, 2022, Zhejiang Grecon Semiconductor Co., Ltd total asset is CNY 152.98 million and net asset is CNY 103.71 million.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Yang Juan Ping was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.11 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.18 (up from CN¥0.11 in 3Q 2021). Revenue: CN¥345.4m (up 23% from 3Q 2021). Net income: CN¥34.2m (up 52% from 3Q 2021). Profit margin: 9.9% (up from 8.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 28Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.13 in 2Q 2021). Revenue: CN¥285.4m (flat on 2Q 2021). Net income: CN¥31.9m (up 26% from 2Q 2021). Profit margin: 11% (up from 8.8% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥16.20, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 35% over the past three years.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥13.73, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 23x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 27Full year 2021 earnings released: EPS: CN¥0.50 (vs CN¥0.47 in FY 2020)Full year 2021 results: EPS: CN¥0.50 (up from CN¥0.47 in FY 2020). Revenue: CN¥1.18b (up 22% from FY 2020). Net income: CN¥98.0m (up 5.6% from FY 2020). Profit margin: 8.3% (down from 9.5% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥15.95, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 3.3% over the past three years.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥13.73, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 30x in the Chemicals industry in China. Total loss to shareholders of 4.7% over the past three years.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥13.50, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 19% over the past three years.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.14 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥281.3m (up 4.4% from 3Q 2020). Net income: CN¥22.6m (down 21% from 3Q 2020). Profit margin: 8.0% (down from 11% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥10.13, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 32x in the Chemicals industry in China. Total returns to shareholders of 8.6% over the past three years.Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥285.9m (up 18% from 2Q 2020). Net income: CN¥25.2m (up 6.3% from 2Q 2020). Profit margin: 8.8% (down from 9.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 25Full year 2020 earnings released: EPS CN¥0.47 (vs CN¥0.33 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥973.3m (up 5.9% from FY 2019). Net income: CN¥92.8m (up 43% from FY 2019). Profit margin: 9.5% (up from 7.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 03New 90-day low: CN¥9.94The company is down 21% from its price of CN¥12.63 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.Is New 90 Day High Low • Jan 12New 90-day low: CN¥10.81The company is down 9.0% from its price of CN¥11.85 on 14 October 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.お知らせ • Jan 08Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) entered into a equity transfer agreement to acquire 4.1818% stake in Wuhan First Bioscience Inc. from Boai NKY Medical Holdings Ltd. (SZSE:300109) for CNY 14 million.Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) entered into a equity transfer agreement to acquire 4.1818% stake in Wuhan First Bioscience Inc. from Boai NKY Medical Holdings Ltd. (SZSE:300109) for CNY 14 million on January 6, 2021. Ningbo Tianlong Electronics will pay the total consideration to Boai NKY Medical Holdings within 5 working days after the agreement becomes effective. As a result of the transaction, Boai NKY Medical Holdings Ltd. will hold 4% stake in Wuhan First Bioscience Inc. The transaction was approved by the Board of Directors of Boai NKY Medical Holdings Ltd.Is New 90 Day High Low • Dec 24New 90-day low: CN¥10.87The company is down 2.0% from its price of CN¥11.09 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥11.88, the stock is trading at a trailing P/E ratio of 28.2x, down from the previous P/E ratio of 33.3x. This compares to an average P/E of 37x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 8.2%.Is New 90 Day High Low • Nov 27New 90-day high: CN¥13.22The company is up 4.0% from its price of CN¥12.71 on 28 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 5.0% over the same period.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥82.9m, up 34% from the prior year. Total revenue was CN¥931.8m over the last 12 months, up 3.7% from the prior year.お知らせ • Jul 18Ningbo Tianlong Electronics Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020Ningbo Tianlong Electronics Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Ningbo Tianlong Electronics は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SHSE:603266 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20261,341110106172N/A12/31/20251,324106111175N/A9/30/20251,336110106189N/A6/30/20251,329109135227N/A3/31/20251,338103125216N/A12/31/20241,367110121209N/A9/30/20241,345107132191N/A6/30/20241,364116136190N/A3/31/20241,352116151216N/A12/31/20231,318111177240N/A9/30/20231,259113141206N/A6/30/20231,260114108175N/A3/31/20231,237121111171N/A12/31/20221,25412389148N/A9/30/20221,287118117176N/A6/30/20221,223106124182N/A3/31/20221,2249994154N/A12/31/20211,1859881147N/A9/30/20211,14810243109N/A6/30/20211,13710845107N/A3/31/20211,09310770126N/A12/31/20209739388134N/A9/30/20209328367105N/A6/30/20208967688121N/A3/31/20208736970108N/A12/31/201991965N/A85N/A9/30/201989962N/A121N/A6/30/201989860N/A85N/A3/31/201992264N/A79N/A12/31/201892767N/A63N/A9/30/201891869N/A55N/A6/30/201889868N/A98N/A3/31/201884773N/A127N/A12/31/201785778N/A102N/A9/30/201785384N/A101N/A6/30/201784588N/A64N/A3/31/201783883N/A62N/A12/31/201680681N/A51N/A9/30/201678286N/A89N/A6/30/201673876N/A67N/A3/31/201672172N/A49N/A12/31/201570367N/A80N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 603266の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 603266の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 603266の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 603266の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 603266の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 603266の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 08:57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Ningbo Tianlong Electronics Co., Ltd. 0 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。0
Reported Earnings • Apr 25Full year 2025 earnings released: EPS: CN¥0.53 (vs CN¥0.55 in FY 2024)Full year 2025 results: EPS: CN¥0.53 (down from CN¥0.55 in FY 2024). Revenue: CN¥1.32b (down 3.1% from FY 2024). Net income: CN¥106.1m (down 3.7% from FY 2024). Profit margin: 8.0% (down from 8.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Apr 25Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, May 18, 2026Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, May 18, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang China
お知らせ • Apr 23Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) completed the acquisition of 32.3% stake in Suzhou Haomibo Technology Co., Ltd. from a group of shareholders.Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) agreed to acquire 32.3% stake in Suzhou Haomibo Technology Co., Ltd. from a group of shareholders for approximately CNY 130 million on December 31, 2025. A cash consideration of CNY 131.84 million will be paid by Ningbo Tianlong Electronics Co., Ltd. As part of consideration, CNY 131.84 million is paid towards common equity of Suzhou Haomibo Technology Co., Ltd. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board of Ningbo Tianlong Electronics Co., Ltd. Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) completed the acquisition of 32.3% stake in Suzhou Haomibo Technology Co., Ltd. from a group of shareholders on April 21, 2026.
お知らせ • Mar 30Ningbo Tianlong Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26Ningbo Tianlong Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Ningbo Tianlong Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.14 (vs CN¥0.13 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.14 (up from CN¥0.13 in 3Q 2024). Revenue: CN¥332.9m (up 2.0% from 3Q 2024). Net income: CN¥26.2m (up 6.3% from 3Q 2024). Profit margin: 7.9% (up from 7.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Ningbo Tianlong Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥26.04, the stock trades at a trailing P/E ratio of 47.6x. Average trailing P/E is 44x in the Chemicals industry in China. Total returns to shareholders of 95% over the past three years.
New Risk • Jul 24New 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.95, the stock trades at a trailing P/E ratio of 40.5x. Average trailing P/E is 39x in the Chemicals industry in China. Total returns to shareholders of 44% over the past three years.
お知らせ • Jun 30Ningbo Tianlong Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Ningbo Tianlong Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
Buy Or Sell Opportunity • Jun 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to CN¥17.64. The fair value is estimated to be CN¥14.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat.
お知らせ • May 26Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, Jun 20, 2025Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, Jun 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang China
Reported Earnings • Apr 28Full year 2024 earnings released: EPS: CN¥0.55 (vs CN¥0.56 in FY 2023)Full year 2024 results: EPS: CN¥0.55 (down from CN¥0.56 in FY 2023). Revenue: CN¥1.37b (up 3.7% from FY 2023). Net income: CN¥110.2m (down 1.2% from FY 2023). Profit margin: 8.1% (down from 8.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 28Ningbo Tianlong Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥18.99, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 38x in the Chemicals industry in China. Total returns to shareholders of 50% over the past three years.
お知らせ • Dec 27Ningbo Tianlong Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025Ningbo Tianlong Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.75, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 35x in the Chemicals industry in China. Total returns to shareholders of 100% over the past three years.
分析記事 • Nov 06Optimistic Investors Push Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) Shares Up 25% But Growth Is LackingNingbo Tianlong Electronics Co., Ltd. ( SHSE:603266 ) shares have continued their recent momentum with a 25% gain in...
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.17 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.17 in 3Q 2023). Revenue: CN¥326.3m (down 5.5% from 3Q 2023). Net income: CN¥24.6m (down 26% from 3Q 2023). Profit margin: 7.5% (down from 9.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 30Ningbo Tianlong Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥17.26, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 75% over the past three years.
Buy Or Sell Opportunity • Sep 30Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to CN¥17.26. The fair value is estimated to be CN¥13.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 4.1%.
分析記事 • Sep 30Ningbo Tianlong Electronics (SHSE:603266) Is Looking To Continue Growing Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Reported Earnings • Sep 02Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.13 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12. Revenue: CN¥320.1m (up 4.0% from 2Q 2023). Net income: CN¥25.0m (flat on 2Q 2023). Profit margin: 7.8% (down from 8.1% in 2Q 2023). The decrease in margin was driven by higher expenses.
Buy Or Sell Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to CN¥17.03. The fair value is estimated to be CN¥21.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 4.2%.
お知らせ • Jun 28Ningbo Tianlong Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Ningbo Tianlong Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
Buy Or Sell Opportunity • Jun 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to CN¥16.63. The fair value is estimated to be CN¥21.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 4.2%.
Declared Dividend • Jun 13Dividend increased to CN¥0.17Dividend of CN¥0.17 is 31% higher than last year. Ex-date: 18th June 2024 Payment date: 18th June 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 06Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to CN¥16.39. The fair value is estimated to be CN¥21.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 4.2%.
分析記事 • May 06Some May Be Optimistic About Ningbo Tianlong Electronics' (SHSE:603266) EarningsShareholders appeared unconcerned with Ningbo Tianlong Electronics Co., Ltd.'s ( SHSE:603266 ) lackluster earnings...
New Risk • May 06New 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 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (10% average weekly change).
お知らせ • Apr 27Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, May 21, 2024Ningbo Tianlong Electronics Co., Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang China
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.56 (vs CN¥0.62 in FY 2022)Full year 2023 results: EPS: CN¥0.56 (down from CN¥0.62 in FY 2022). Revenue: CN¥1.32b (up 5.0% from FY 2022). Net income: CN¥111.5m (down 9.2% from FY 2022). Profit margin: 8.5% (down from 9.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.32, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 60% over the past three years.
分析記事 • Apr 15The Returns On Capital At Ningbo Tianlong Electronics (SHSE:603266) Don't Inspire ConfidenceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Apr 15Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) May Have Run Too Fast Too Soon With Recent 28% Price PlummetNingbo Tianlong Electronics Co., Ltd. ( SHSE:603266 ) shareholders that were waiting for something to happen have been...
お知らせ • Mar 29Ningbo Tianlong Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Ningbo Tianlong Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥24.16, the stock trades at a trailing P/E ratio of 42.4x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 139% over the past three years.
Buy Or Sell Opportunity • Mar 14Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to CN¥24.16. The fair value is estimated to be CN¥19.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 8.6%.
分析記事 • Feb 28Getting In Cheap On Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) Is UnlikelyWith a price-to-earnings (or "P/E") ratio of 38.2x Ningbo Tianlong Electronics Co., Ltd. ( SHSE:603266 ) may be sending...
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥18.90, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 109% over the past three years.
Buy Or Sell Opportunity • Jan 25Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥22.51. The fair value is estimated to be CN¥18.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 8.6%.
お知らせ • Dec 29Ningbo Tianlong Electronics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Ningbo Tianlong Electronics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥33.61, the stock trades at a trailing P/E ratio of 59x. Average trailing P/E is 35x in the Chemicals industry in China. Total returns to shareholders of 218% over the past three years.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥38.88, the stock trades at a trailing P/E ratio of 68.3x. Average trailing P/E is 38x in the Chemicals industry in China. Total returns to shareholders of 213% over the past three years.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.17 (vs CN¥0.18 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.17 (down from CN¥0.18 in 3Q 2022). Revenue: CN¥345.3m (flat on 3Q 2022). Net income: CN¥33.2m (down 3.0% from 3Q 2022). Profit margin: 9.6% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 44%After last week's 44% share price gain to CN¥22.36, the stock trades at a trailing P/E ratio of 39x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 92% over the past three years.
New Risk • Oct 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥16.69, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 34x in the Chemicals industry in China. Total returns to shareholders of 47% over the past three years.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.16 in 2Q 2022). Revenue: CN¥307.8m (up 7.9% from 2Q 2022). Net income: CN¥24.9m (down 22% from 2Q 2022). Profit margin: 8.1% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥16.05, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 22% over the past three years.
Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.13 per share at 0.9% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Chinese dividend payers (2.0%). Lower than average of industry peers (1.9%).
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.62 (vs CN¥0.50 in FY 2021)Full year 2022 results: EPS: CN¥0.62 (up from CN¥0.50 in FY 2021). Revenue: CN¥1.25b (up 5.9% from FY 2021). Net income: CN¥122.8m (up 25% from FY 2021). Profit margin: 9.8% (up from 8.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 21Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be CN¥16.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%.
お知らせ • Jan 09Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) and Suzhou Industrial Park Zhongyuan Naxing Venture Capital Partnership (Limited Partnership) signed the Equity transfer agreement to acquire 5.4546% in Zhejiang Grecon Semiconductor Co., Ltd from group of sellers for CNY 30 million.Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) and Suzhou Industrial Park Zhongyuan Naxing Venture Capital Partnership (Limited Partnership) signed the Equity transfer agreement to acquire 5.4546% in Zhejiang Grecon Semiconductor Co., Ltd from Shanghai Cuiyuan Semiconductor Technology Partnership (Limited Partnership), Shanghai Cuirui Semiconductor Partnership (Limited Partnership), Shanghai Cuijiang Semiconductor Partnership (Limited Partnership) and Shanghai Cuixin Semiconductor Partnership (Limited Partnership) for CNY 30 million on January 6, 2023. The transaction was approved by Ningbo Tianlong Electronics Co., Ltd. thirteenth meeting of the fourth board of directors. For the year ended, October 31, 2022, Zhejiang Grecon Semiconductor Co., Ltd total asset is CNY 152.98 million and net asset is CNY 103.71 million.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Yang Juan Ping was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.11 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.18 (up from CN¥0.11 in 3Q 2021). Revenue: CN¥345.4m (up 23% from 3Q 2021). Net income: CN¥34.2m (up 52% from 3Q 2021). Profit margin: 9.9% (up from 8.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 28Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.13 in 2Q 2021). Revenue: CN¥285.4m (flat on 2Q 2021). Net income: CN¥31.9m (up 26% from 2Q 2021). Profit margin: 11% (up from 8.8% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥16.20, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 35% over the past three years.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥13.73, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 23x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 27Full year 2021 earnings released: EPS: CN¥0.50 (vs CN¥0.47 in FY 2020)Full year 2021 results: EPS: CN¥0.50 (up from CN¥0.47 in FY 2020). Revenue: CN¥1.18b (up 22% from FY 2020). Net income: CN¥98.0m (up 5.6% from FY 2020). Profit margin: 8.3% (down from 9.5% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥15.95, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 3.3% over the past three years.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥13.73, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 30x in the Chemicals industry in China. Total loss to shareholders of 4.7% over the past three years.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥13.50, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 19% over the past three years.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.14 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥281.3m (up 4.4% from 3Q 2020). Net income: CN¥22.6m (down 21% from 3Q 2020). Profit margin: 8.0% (down from 11% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥10.13, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 32x in the Chemicals industry in China. Total returns to shareholders of 8.6% over the past three years.
Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥285.9m (up 18% from 2Q 2020). Net income: CN¥25.2m (up 6.3% from 2Q 2020). Profit margin: 8.8% (down from 9.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 25Full year 2020 earnings released: EPS CN¥0.47 (vs CN¥0.33 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥973.3m (up 5.9% from FY 2019). Net income: CN¥92.8m (up 43% from FY 2019). Profit margin: 9.5% (up from 7.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 03New 90-day low: CN¥9.94The company is down 21% from its price of CN¥12.63 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.
Is New 90 Day High Low • Jan 12New 90-day low: CN¥10.81The company is down 9.0% from its price of CN¥11.85 on 14 October 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.
お知らせ • Jan 08Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) entered into a equity transfer agreement to acquire 4.1818% stake in Wuhan First Bioscience Inc. from Boai NKY Medical Holdings Ltd. (SZSE:300109) for CNY 14 million.Ningbo Tianlong Electronics Co., Ltd. (SHSE:603266) entered into a equity transfer agreement to acquire 4.1818% stake in Wuhan First Bioscience Inc. from Boai NKY Medical Holdings Ltd. (SZSE:300109) for CNY 14 million on January 6, 2021. Ningbo Tianlong Electronics will pay the total consideration to Boai NKY Medical Holdings within 5 working days after the agreement becomes effective. As a result of the transaction, Boai NKY Medical Holdings Ltd. will hold 4% stake in Wuhan First Bioscience Inc. The transaction was approved by the Board of Directors of Boai NKY Medical Holdings Ltd.
Is New 90 Day High Low • Dec 24New 90-day low: CN¥10.87The company is down 2.0% from its price of CN¥11.09 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥11.88, the stock is trading at a trailing P/E ratio of 28.2x, down from the previous P/E ratio of 33.3x. This compares to an average P/E of 37x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 8.2%.
Is New 90 Day High Low • Nov 27New 90-day high: CN¥13.22The company is up 4.0% from its price of CN¥12.71 on 28 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 5.0% over the same period.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥82.9m, up 34% from the prior year. Total revenue was CN¥931.8m over the last 12 months, up 3.7% from the prior year.
お知らせ • Jul 18Ningbo Tianlong Electronics Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020Ningbo Tianlong Electronics Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020