View Future GrowthJiangsu Liba Enterprise 過去の業績過去 基準チェック /26Jiangsu Liba Enterpriseの収益は年間平均-4.8%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間5.7% 3.1%割合で 増加しています。 Jiangsu Liba Enterpriseの自己資本利益率は12.3%であり、純利益率は9.4%です。主要情報-4.78%収益成長率-4.69%EPS成長率Chemicals 業界の成長12.10%収益成長率3.14%株主資本利益率12.34%ネット・マージン9.35%次回の業績アップデート20 Aug 2026最近の業績更新お知らせ • Jun 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2026 Results on Aug 20, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2026 results on Aug 20, 2026お知らせ • Mar 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Fiscal Year 2025 Results on Apr 18, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report fiscal year 2025 results on Apr 18, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.13 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.16 (up from CN¥0.13 in 3Q 2024). Revenue: CN¥413.2m (flat on 3Q 2024). Net income: CN¥41.8m (up 22% from 3Q 2024). Profit margin: 10% (up from 8.4% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.17 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.16 (down from CN¥0.17 in 2Q 2024). Revenue: CN¥398.7m (down 6.1% from 2Q 2024). Net income: CN¥41.7m (down 6.3% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has remained flat, which means it is well ahead of earnings.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jul 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥17.60, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 41x in the Chemicals industry in China. Total returns to shareholders of 65% over the past three years.お知らせ • Jun 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2026 Results on Aug 20, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2026 results on Aug 20, 2026Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥14.88, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 30% over the past three years.New Risk • Apr 28New major risk - Revenue and earnings growthEarnings have declined by 4.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 169% Cash payout ratio: 140% Earnings have declined by 4.8% per year over the past 5 years.New Risk • Apr 20New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 159% Cash payout ratio: 105% Dividend yield: 7.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • Apr 20Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 11, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 11, 2026, at 13:30 China Standard Time. Location: 3F, No. 88, Huaxi Road, Environmental Protection Technology Industrial Park, Yixing, Jiangsu Chinaお知らせ • Mar 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Fiscal Year 2025 Results on Apr 18, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report fiscal year 2025 results on Apr 18, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.13 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.16 (up from CN¥0.13 in 3Q 2024). Revenue: CN¥413.2m (flat on 3Q 2024). Net income: CN¥41.8m (up 22% from 3Q 2024). Profit margin: 10% (up from 8.4% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.17 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.16 (down from CN¥0.17 in 2Q 2024). Revenue: CN¥398.7m (down 6.1% from 2Q 2024). Net income: CN¥41.7m (down 6.3% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Jun 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025New Risk • Apr 22New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 167% Cash payout ratio: 272% Dividend yield: 8.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 167% Cash payout ratio: 272% Minor Risk Profit margins are more than 30% lower than last year (9.3% net profit margin).Reported Earnings • Apr 19Full year 2024 earnings released: EPS: CN¥0.60 (vs CN¥2.40 in FY 2023)Full year 2024 results: EPS: CN¥0.60 (down from CN¥2.40 in FY 2023). Revenue: CN¥1.71b (up 12% from FY 2023). Net income: CN¥159.0m (down 75% from FY 2023). Profit margin: 9.3% (down from 42% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% 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 18Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 08, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 08, 2025, at 13:30 China Standard Time. Location: 3F, No. 88, Huaxi Road, Environmental Protection Technology Industrial Park, Yixing, Jiangsu Chinaお知らせ • Mar 28Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025分析記事 • Jan 10Jiangsu Liba Enterprise Joint-Stock Co., Ltd. (SHSE:603519) Looks Inexpensive After Falling 25% But Perhaps Not Attractive EnoughJiangsu Liba Enterprise Joint-Stock Co., Ltd. ( SHSE:603519 ) shares have had a horrible month, losing 25% after a...お知らせ • Dec 27Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Fiscal Year 2024 Results on Apr 18, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report fiscal year 2024 results on Apr 18, 2025Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.18, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 36x in the Chemicals industry in China. Total returns to shareholders of 14% over the past three years.分析記事 • Nov 04Jiangsu Liba Enterprise's (SHSE:603519) Shareholders Have More To Worry About Than Only Soft EarningsDespite Jiangsu Liba Enterprise Joint-Stock Co., Ltd.'s ( SHSE:603519 ) recent earnings report having lackluster...Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.20 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.20 loss in 3Q 2023). Revenue: CN¥410.0m (up 1.9% from 3Q 2023). Net income: CN¥34.2m (up CN¥87.4m from 3Q 2023). Profit margin: 8.4% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥12.52, the stock trades at a trailing P/E ratio of 69x. Average trailing P/E is 32x in the Chemicals industry in China. Total returns to shareholders of 13% over the past three years.お知らせ • Sep 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024分析記事 • Sep 25Jiangsu Liba Enterprise Joint-Stock Co., Ltd.'s (SHSE:603519) Share Price Could Signal Some RiskThere wouldn't be many who think Jiangsu Liba Enterprise Joint-Stock Co., Ltd.'s ( SHSE:603519 ) price-to-sales (or...New Risk • Sep 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 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin).New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥1.60 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.17 (down from CN¥1.60 in 2Q 2023). Revenue: CN¥424.5m (up 9.6% from 2Q 2023). Net income: CN¥44.5m (down 90% from 2Q 2023). Profit margin: 11% (down from 110% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥11.23, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 29x in the Chemicals industry in China. Total loss to shareholders of 1.6% over the past three years.お知らせ • Jun 28Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024分析記事 • May 06Jiangsu Liba Enterprise's (SHSE:603519) Weak Earnings May Only Reveal A Part Of The Whole PictureJiangsu Liba Enterprise Joint-Stock Co., Ltd.'s ( SHSE:603519 ) recent weak earnings report didn't cause a big stock...お知らせ • Apr 27Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 21, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 21, 2024, at 13:30 China Standard Time. Location: 3F, No. 88, Huaxi Road, Environmental Protection Technology Industrial Park, Yixing, Jiangsu ChinaReported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥2.40 (vs CN¥2.12 in FY 2022)Full year 2023 results: EPS: CN¥2.40 (up from CN¥2.12 in FY 2022). Revenue: CN¥1.52b (up 7.6% from FY 2022). Net income: CN¥639.8m (up 13% from FY 2022). Profit margin: 42% (up from 40% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Mar 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024お知らせ • Dec 29Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Board Change • Dec 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Zhi Yi is the most experienced director on the board, commencing their role in 2020. Independent Director Xiaodong Wang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Oct 26Jiangsu Liba Enterprise Joint-Stock Co., Ltd. (SHSE:603519) announces an Equity Buyback for CNY 50 million worth of its shares.Jiangsu Liba Enterprise Joint-Stock Co., Ltd. (SHSE:603519) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The shares will be repurchased at a price not more than CNY 15 per share. The repurchased shares will be used for equity incentives plan. The program will be valid for 6 months.Reported Earnings • Oct 18Third quarter 2023 earnings released: CN¥0.20 loss per share (vs CN¥0.69 profit in 3Q 2022)Third quarter 2023 results: CN¥0.20 loss per share (down from CN¥0.69 profit in 3Q 2022). Revenue: CN¥402.4m (up 18% from 3Q 2022). Net loss: CN¥53.2m (down 129% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2023 Results on Oct 18, 2023Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2023 results on Oct 18, 2023お知らせ • Jun 28Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q2, 2023 Results on Aug 18, 2023Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q2, 2023 results on Aug 18, 2023Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥15.97, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 48% over the past three years.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥2.12 (vs CN¥0.41 in FY 2021)Full year 2022 results: EPS: CN¥2.12 (up from CN¥0.41 in FY 2021). Revenue: CN¥1.42b (down 11% from FY 2021). Net income: CN¥564.6m (up 414% from FY 2021). Profit margin: 40% (up from 6.9% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Dec 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CN¥14.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 47%.Buying Opportunity • Nov 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be CN¥15.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 47%.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 18Third quarter 2022 earnings released: EPS: CN¥0.69 (vs CN¥0.081 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.69 (up from CN¥0.081 in 3Q 2021). Revenue: CN¥339.8m (down 17% from 3Q 2021). Net income: CN¥184.7m (up CN¥161.9m from 3Q 2021). Profit margin: 54% (up from 5.6% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 22Second quarter 2022 earnings released: EPS: CN¥1.04 (vs CN¥0.072 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.04 (up from CN¥0.072 in 2Q 2021). Revenue: CN¥363.5m (up 1.8% from 2Q 2021). Net income: CN¥280.1m (up CN¥262.4m from 2Q 2021). Profit margin: 77% (up from 5.0% in 2Q 2021). The increase in margin was primarily driven by lower 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 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: CN¥1.04 (vs CN¥0.072 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.04 (up from CN¥0.072 in 2Q 2021). Revenue: CN¥363.5m (up 1.8% from 2Q 2021). Net income: CN¥280.1m (up CN¥262.4m from 2Q 2021). Profit margin: 77% (up from 5.0% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.081 (vs CN¥0.11 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¥407.9m (up 18% from 3Q 2020). Net income: CN¥22.9m (down 20% from 3Q 2020). Profit margin: 5.6% (down from 8.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.Reported Earnings • Aug 25Second quarter 2021 earnings released: EPS CN¥0.072 (vs CN¥0.092 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥357.1m (up 34% from 2Q 2020). Net income: CN¥17.7m (down 30% from 2Q 2020). Profit margin: 5.0% (down from 9.5% 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 2% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥15.49, the stock trades at a trailing P/E ratio of 40.2x. Average trailing P/E is 31x in the Chemicals industry in China. Total returns to shareholders of 144% over the past three years.Reported Earnings • Apr 26Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥0.60 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¥1.30b (up 1.1% from FY 2019). Net income: CN¥95.6m (down 28% from FY 2019). Profit margin: 7.4% (down from 10% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.Is New 90 Day High Low • Mar 03New 90-day high: CN¥16.42The company is up 3.0% from its price of CN¥15.89 on 03 December 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 13% over the same period.Is New 90 Day High Low • Dec 28New 90-day low: CN¥13.16The company is down 2.0% from its price of CN¥13.45 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period.Is New 90 Day High Low • Nov 27New 90-day high: CN¥17.62The company is up 31% from its price of CN¥13.48 on 28 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day high: CN¥15.10The company is up 8.0% from its price of CN¥13.92 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 2.0% over the same period.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥99.4m, down 31% from the prior year. Total revenue was CN¥1.21b over the last 12 months, down 9.4% from the prior year.お知らせ • Oct 27Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2020 Results on Oct 29, 2020Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2020 results on Oct 29, 2020お知らせ • Jul 17Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020収支内訳Jiangsu Liba Enterprise の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SHSE:603519 収益、費用、利益 ( )CNY Millions日付収益収益G+A経費研究開発費31 Mar 261,665156285431 Dec 251,688157275530 Sep 251,713167265630 Jun 251,710159245731 Mar 251,736162235731 Dec 241,710159225630 Sep 241,690135205230 Jun 241,68248215331 Mar 241,645429245231 Dec 231,524640244930 Sep 231,405678174630 Jun 231,342916174631 Mar 231,318770174531 Dec 221,416565164730 Sep 221,50853764730 Jun 221,576375114931 Mar 221,56911335131 Dec 211,587110134930 Sep 211,59290115230 Jun 211,53196144831 Mar 211,440103244531 Dec 201,29996194130 Sep 201,20899433730 Jun 201,160106393631 Mar 201,217120383631 Dec 191,284132424230 Sep 191,334144454230 Jun 191,348129474431 Mar 191,337113484431 Dec 181,28391484030 Sep 181,22885424130 Jun 181,22384265631 Mar 181,20279384631 Dec 171,22383453930 Sep 171,14980572730 Jun 171,0377676031 Mar 179627573031 Dec 168637371030 Sep 167636862030 Jun 167907162031 Mar 167876760031 Dec 157876459030 Sep 1579359590質の高い収益: 603519は 高品質の収益 を持っています。利益率の向上: 603519の現在の純利益率 (9.4%)は、昨年(9.3%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 603519の収益は過去 5 年間で年間4.8%減少しました。成長の加速: 603519は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 603519は過去 1 年間で収益成長率がマイナス ( -4% ) となったため、 Chemicals業界平均 ( 4.6% ) と比較することが困難です。株主資本利益率高いROE: 603519の 自己資本利益率 ( 12.3% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/16 18:01終値2026/08/14 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Jiangsu Liba Enterprise Joint-Stock 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。2 アナリスト機関Li Cong ZhangHuatai ResearchXin ZhangZhongtai Securities Co. Ltd.
お知らせ • Jun 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2026 Results on Aug 20, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2026 results on Aug 20, 2026
お知らせ • Mar 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Fiscal Year 2025 Results on Apr 18, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report fiscal year 2025 results on Apr 18, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.13 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.16 (up from CN¥0.13 in 3Q 2024). Revenue: CN¥413.2m (flat on 3Q 2024). Net income: CN¥41.8m (up 22% from 3Q 2024). Profit margin: 10% (up from 8.4% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.17 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.16 (down from CN¥0.17 in 2Q 2024). Revenue: CN¥398.7m (down 6.1% from 2Q 2024). Net income: CN¥41.7m (down 6.3% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% 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 • Jul 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥17.60, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 41x in the Chemicals industry in China. Total returns to shareholders of 65% over the past three years.
お知らせ • Jun 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2026 Results on Aug 20, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2026 results on Aug 20, 2026
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥14.88, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 30% over the past three years.
New Risk • Apr 28New major risk - Revenue and earnings growthEarnings have declined by 4.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 169% Cash payout ratio: 140% Earnings have declined by 4.8% per year over the past 5 years.
New Risk • Apr 20New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 159% Cash payout ratio: 105% Dividend yield: 7.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Apr 20Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 11, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 11, 2026, at 13:30 China Standard Time. Location: 3F, No. 88, Huaxi Road, Environmental Protection Technology Industrial Park, Yixing, Jiangsu China
お知らせ • Mar 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Fiscal Year 2025 Results on Apr 18, 2026Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report fiscal year 2025 results on Apr 18, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.13 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.16 (up from CN¥0.13 in 3Q 2024). Revenue: CN¥413.2m (flat on 3Q 2024). Net income: CN¥41.8m (up 22% from 3Q 2024). Profit margin: 10% (up from 8.4% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.17 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.16 (down from CN¥0.17 in 2Q 2024). Revenue: CN¥398.7m (down 6.1% from 2Q 2024). Net income: CN¥41.7m (down 6.3% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Jun 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
New Risk • Apr 22New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 167% Cash payout ratio: 272% Dividend yield: 8.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 167% Cash payout ratio: 272% Minor Risk Profit margins are more than 30% lower than last year (9.3% net profit margin).
Reported Earnings • Apr 19Full year 2024 earnings released: EPS: CN¥0.60 (vs CN¥2.40 in FY 2023)Full year 2024 results: EPS: CN¥0.60 (down from CN¥2.40 in FY 2023). Revenue: CN¥1.71b (up 12% from FY 2023). Net income: CN¥159.0m (down 75% from FY 2023). Profit margin: 9.3% (down from 42% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% 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 18Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 08, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 08, 2025, at 13:30 China Standard Time. Location: 3F, No. 88, Huaxi Road, Environmental Protection Technology Industrial Park, Yixing, Jiangsu China
お知らせ • Mar 28Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
分析記事 • Jan 10Jiangsu Liba Enterprise Joint-Stock Co., Ltd. (SHSE:603519) Looks Inexpensive After Falling 25% But Perhaps Not Attractive EnoughJiangsu Liba Enterprise Joint-Stock Co., Ltd. ( SHSE:603519 ) shares have had a horrible month, losing 25% after a...
お知らせ • Dec 27Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Fiscal Year 2024 Results on Apr 18, 2025Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report fiscal year 2024 results on Apr 18, 2025
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.18, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 36x in the Chemicals industry in China. Total returns to shareholders of 14% over the past three years.
分析記事 • Nov 04Jiangsu Liba Enterprise's (SHSE:603519) Shareholders Have More To Worry About Than Only Soft EarningsDespite Jiangsu Liba Enterprise Joint-Stock Co., Ltd.'s ( SHSE:603519 ) recent earnings report having lackluster...
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.20 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.20 loss in 3Q 2023). Revenue: CN¥410.0m (up 1.9% from 3Q 2023). Net income: CN¥34.2m (up CN¥87.4m from 3Q 2023). Profit margin: 8.4% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥12.52, the stock trades at a trailing P/E ratio of 69x. Average trailing P/E is 32x in the Chemicals industry in China. Total returns to shareholders of 13% over the past three years.
お知らせ • Sep 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024
分析記事 • Sep 25Jiangsu Liba Enterprise Joint-Stock Co., Ltd.'s (SHSE:603519) Share Price Could Signal Some RiskThere wouldn't be many who think Jiangsu Liba Enterprise Joint-Stock Co., Ltd.'s ( SHSE:603519 ) price-to-sales (or...
New Risk • Sep 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 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin).
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥1.60 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.17 (down from CN¥1.60 in 2Q 2023). Revenue: CN¥424.5m (up 9.6% from 2Q 2023). Net income: CN¥44.5m (down 90% from 2Q 2023). Profit margin: 11% (down from 110% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥11.23, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 29x in the Chemicals industry in China. Total loss to shareholders of 1.6% over the past three years.
お知らせ • Jun 28Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024
分析記事 • May 06Jiangsu Liba Enterprise's (SHSE:603519) Weak Earnings May Only Reveal A Part Of The Whole PictureJiangsu Liba Enterprise Joint-Stock Co., Ltd.'s ( SHSE:603519 ) recent weak earnings report didn't cause a big stock...
お知らせ • Apr 27Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 21, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd., Annual General Meeting, May 21, 2024, at 13:30 China Standard Time. Location: 3F, No. 88, Huaxi Road, Environmental Protection Technology Industrial Park, Yixing, Jiangsu China
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥2.40 (vs CN¥2.12 in FY 2022)Full year 2023 results: EPS: CN¥2.40 (up from CN¥2.12 in FY 2022). Revenue: CN¥1.52b (up 7.6% from FY 2022). Net income: CN¥639.8m (up 13% from FY 2022). Profit margin: 42% (up from 40% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Mar 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
お知らせ • Dec 29Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Board Change • Dec 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Zhi Yi is the most experienced director on the board, commencing their role in 2020. Independent Director Xiaodong Wang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Oct 26Jiangsu Liba Enterprise Joint-Stock Co., Ltd. (SHSE:603519) announces an Equity Buyback for CNY 50 million worth of its shares.Jiangsu Liba Enterprise Joint-Stock Co., Ltd. (SHSE:603519) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The shares will be repurchased at a price not more than CNY 15 per share. The repurchased shares will be used for equity incentives plan. The program will be valid for 6 months.
Reported Earnings • Oct 18Third quarter 2023 earnings released: CN¥0.20 loss per share (vs CN¥0.69 profit in 3Q 2022)Third quarter 2023 results: CN¥0.20 loss per share (down from CN¥0.69 profit in 3Q 2022). Revenue: CN¥402.4m (up 18% from 3Q 2022). Net loss: CN¥53.2m (down 129% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2023 Results on Oct 18, 2023Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2023 results on Oct 18, 2023
お知らせ • Jun 28Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q2, 2023 Results on Aug 18, 2023Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q2, 2023 results on Aug 18, 2023
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥15.97, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥2.12 (vs CN¥0.41 in FY 2021)Full year 2022 results: EPS: CN¥2.12 (up from CN¥0.41 in FY 2021). Revenue: CN¥1.42b (down 11% from FY 2021). Net income: CN¥564.6m (up 414% from FY 2021). Profit margin: 40% (up from 6.9% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Dec 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CN¥14.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 47%.
Buying Opportunity • Nov 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be CN¥15.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 47%.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 18Third quarter 2022 earnings released: EPS: CN¥0.69 (vs CN¥0.081 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.69 (up from CN¥0.081 in 3Q 2021). Revenue: CN¥339.8m (down 17% from 3Q 2021). Net income: CN¥184.7m (up CN¥161.9m from 3Q 2021). Profit margin: 54% (up from 5.6% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 22Second quarter 2022 earnings released: EPS: CN¥1.04 (vs CN¥0.072 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.04 (up from CN¥0.072 in 2Q 2021). Revenue: CN¥363.5m (up 1.8% from 2Q 2021). Net income: CN¥280.1m (up CN¥262.4m from 2Q 2021). Profit margin: 77% (up from 5.0% in 2Q 2021). The increase in margin was primarily driven by lower 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 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: CN¥1.04 (vs CN¥0.072 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.04 (up from CN¥0.072 in 2Q 2021). Revenue: CN¥363.5m (up 1.8% from 2Q 2021). Net income: CN¥280.1m (up CN¥262.4m from 2Q 2021). Profit margin: 77% (up from 5.0% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.081 (vs CN¥0.11 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¥407.9m (up 18% from 3Q 2020). Net income: CN¥22.9m (down 20% from 3Q 2020). Profit margin: 5.6% (down from 8.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 25Second quarter 2021 earnings released: EPS CN¥0.072 (vs CN¥0.092 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥357.1m (up 34% from 2Q 2020). Net income: CN¥17.7m (down 30% from 2Q 2020). Profit margin: 5.0% (down from 9.5% 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 2% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥15.49, the stock trades at a trailing P/E ratio of 40.2x. Average trailing P/E is 31x in the Chemicals industry in China. Total returns to shareholders of 144% over the past three years.
Reported Earnings • Apr 26Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥0.60 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¥1.30b (up 1.1% from FY 2019). Net income: CN¥95.6m (down 28% from FY 2019). Profit margin: 7.4% (down from 10% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
Is New 90 Day High Low • Mar 03New 90-day high: CN¥16.42The company is up 3.0% from its price of CN¥15.89 on 03 December 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 13% over the same period.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥13.16The company is down 2.0% from its price of CN¥13.45 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period.
Is New 90 Day High Low • Nov 27New 90-day high: CN¥17.62The company is up 31% from its price of CN¥13.48 on 28 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day high: CN¥15.10The company is up 8.0% from its price of CN¥13.92 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 2.0% over the same period.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥99.4m, down 31% from the prior year. Total revenue was CN¥1.21b over the last 12 months, down 9.4% from the prior year.
お知らせ • Oct 27Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report Q3, 2020 Results on Oct 29, 2020Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report Q3, 2020 results on Oct 29, 2020
お知らせ • Jul 17Jiangsu Liba Enterprise Joint-Stock Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Jiangsu Liba Enterprise Joint-Stock Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020