View Financial HealthXianheLtd 配当と自社株買い配当金 基準チェック /36XianheLtd配当を支払う会社であり、現在の利回りは2.94%で、収益によって十分にカバーされています。主要情報2.9%配当利回り0.009%バイバック利回り総株主利回り3.0%将来の配当利回り2.8%配当成長8.6%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向48%最近の配当と自社株買いの更新Declared Dividend • Jul 07Dividend increased to CN¥0.50Dividend of CN¥0.50 is 43% higher than last year. Ex-date: 10th July 2025 Payment date: 10th July 2025 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 23XianheLtd (SHSE:603733) Is Increasing Its Dividend To CN¥0.35Xianhe Co.,Ltd.'s ( SHSE:603733 ) dividend will be increasing from last year's payment of the same period to CN¥0.35 on...Declared Dividend • Jun 22Dividend increased to CN¥0.35Dividend of CN¥0.35 is 13% higher than last year. Ex-date: 27th June 2024 Payment date: 27th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesReported Earnings • Apr 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥1.43 (up from CN¥1.42 in FY 2024). Revenue: CN¥12.3b (up 20% from FY 2024). Net income: CN¥1.01b (flat on FY 2024). Profit margin: 8.2% (down from 9.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 12%. 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 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 29Xianhe Co.,Ltd., Annual General Meeting, May 19, 2026Xianhe Co.,Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Quzhou, Zhejiang Chinaお知らせ • Mar 30Xianhe Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026Xianhe Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26Xianhe Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Xianhe Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.43 (vs CN¥0.38 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.43 (up from CN¥0.38 in 3Q 2024). Revenue: CN¥3.07b (up 16% from 3Q 2024). Net income: CN¥303.5m (up 14% from 3Q 2024). Profit margin: 9.9% (in line with 3Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Forestry industry in China. 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 5% per year, which means it is significantly lagging earnings.New Risk • Oct 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.0% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.9% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.0% net profit margin).お知らせ • Sep 30Xianhe Co.,Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xianhe Co.,Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Reported Earnings • Aug 24Second quarter 2025 earnings released: EPS: CN¥0.34 (vs CN¥0.40 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.34 (down from CN¥0.40 in 2Q 2024). Revenue: CN¥3.00b (up 25% from 2Q 2024). Net income: CN¥238.3m (down 15% from 2Q 2024). Profit margin: 7.9% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 07Dividend increased to CN¥0.50Dividend of CN¥0.50 is 43% higher than last year. Ex-date: 10th July 2025 Payment date: 10th July 2025 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 30Xianhe Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xianhe Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025Major Estimate Revision • May 07Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥1.88 to CN¥1.65 per share. Revenue forecast steady at CN¥12.5b. Net income forecast to grow 28% next year vs 41% growth forecast for Forestry industry in China. Consensus price target of CN¥27.50 unchanged from last update. Share price was steady at CN¥21.21 over the past week.お知らせ • Apr 29Xianhe Co.,Ltd., Annual General Meeting, May 20, 2025Xianhe Co.,Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time.お知らせ • Mar 28Xianhe Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xianhe Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025分析記事 • Feb 24XianheLtd (SHSE:603733) Might Be Having Difficulty Using Its Capital EffectivelyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...分析記事 • Feb 05Xianhe Co.,Ltd.'s (SHSE:603733) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 35x, you may consider Xianhe...分析記事 • Jan 07Is XianheLtd (SHSE:603733) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Jan 06Price target increased by 7.8% to CN¥27.50Up from CN¥25.50, the current price target is an average from 2 analysts. New target price is 39% above last closing price of CN¥19.82. Stock is up 31% over the past year. The company is forecast to post earnings per share of CN¥1.53 for next year compared to CN¥0.94 last year.お知らせ • Dec 27Xianhe Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Xianhe Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025分析記事 • Dec 19Is Now The Time To Look At Buying Xianhe Co.,Ltd. (SHSE:603733)?While Xianhe Co.,Ltd. ( SHSE:603733 ) might not have the largest market cap around , it received a lot of attention...分析記事 • Nov 06Investors Shouldn't Be Too Comfortable With XianheLtd's (SHSE:603733) EarningsInvestors were disappointed with Xianhe Co.,Ltd.'s ( SHSE:603733 ) earnings, despite the strong profit numbers. We...Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.38 (vs CN¥0.28 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.38 (up from CN¥0.28 in 3Q 2023). Revenue: CN¥2.66b (up 8.7% from 3Q 2023). Net income: CN¥266.6m (up 33% from 3Q 2023). Profit margin: 10.0% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.分析記事 • Oct 09A Piece Of The Puzzle Missing From Xianhe Co.,Ltd.'s (SHSE:603733) 39% Share Price ClimbXianhe Co.,Ltd. ( SHSE:603733 ) shares have had a really impressive month, gaining 39% after a shaky period beforehand...お知らせ • Sep 30Xianhe Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Xianhe Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥17.74, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Forestry industry in China. Total loss to shareholders of 43% over the past three years.分析記事 • Sep 24We Think XianheLtd (SHSE:603733) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.40 (vs CN¥0.087 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.40 (up from CN¥0.087 in 2Q 2023). Revenue: CN¥2.39b (up 24% from 2Q 2023). Net income: CN¥281.6m (up 381% from 2Q 2023). Profit margin: 12% (up from 3.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.分析記事 • Aug 01Some Investors May Be Worried About XianheLtd's (SHSE:603733) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Jul 12Sentiment Still Eluding Xianhe Co.,Ltd. (SHSE:603733)When close to half the companies in China have price-to-earnings ratios (or "P/E's") above 29x, you may consider Xianhe...お知らせ • Jun 28Xianhe Co.,Ltd. to Report First Half, 2024 Results on Aug 15, 2024Xianhe Co.,Ltd. announced that they will report first half, 2024 results on Aug 15, 2024分析記事 • Jun 23XianheLtd (SHSE:603733) Is Increasing Its Dividend To CN¥0.35Xianhe Co.,Ltd.'s ( SHSE:603733 ) dividend will be increasing from last year's payment of the same period to CN¥0.35 on...Declared Dividend • Jun 22Dividend increased to CN¥0.35Dividend of CN¥0.35 is 13% higher than last year. Ex-date: 27th June 2024 Payment date: 27th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • May 24Why Xianhe Co.,Ltd. (SHSE:603733) Could Be Worth WatchingWhile Xianhe Co.,Ltd. ( SHSE:603733 ) might not have the largest market cap around , it saw a significant share price...分析記事 • May 06XianheLtd's (SHSE:603733) Earnings Are Weaker Than They SeemDespite posting some strong earnings, the market for Xianhe Co.,Ltd.'s ( SHSE:603733 ) stock hasn't moved much. Our...お知らせ • Apr 29Xianhe Co.,Ltd., Annual General Meeting, May 17, 2024Xianhe Co.,Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Quzhou, Zhejiang Chinaお知らせ • Mar 29Xianhe Co.,Ltd. to Report Q1, 2024 Results on Apr 30, 2024Xianhe Co.,Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024分析記事 • Mar 22XianheLtd (SHSE:603733) Will Want To Turn Around Its Return TrendsThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Mar 04Market Might Still Lack Some Conviction On Xianhe Co.,Ltd. (SHSE:603733) Even After 26% Share Price BoostThose holding Xianhe Co.,Ltd. ( SHSE:603733 ) shares would be relieved that the share price has rebounded 26% in the...Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥11.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Forestry industry in China. Total loss to shareholders of 46% over the past three years.お知らせ • Dec 29Xianhe Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 03, 2024Xianhe Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 03, 2024Price Target Changed • Nov 10Price target decreased by 17% to CN¥25.00Down from CN¥30.00, the current price target is an average from 2 analysts. New target price is 35% above last closing price of CN¥18.58. Stock is down 33% over the past year. The company is forecast to post earnings per share of CN¥0.92 for next year compared to CN¥1.01 last year.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.30 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28 (down from CN¥0.30 in 3Q 2022). Revenue: CN¥2.45b (up 28% from 3Q 2022). Net income: CN¥201.2m (down 5.5% from 3Q 2022). Profit margin: 8.2% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Board Change • Sep 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Zixue Zhou was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.087 (vs CN¥0.29 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.087 (down from CN¥0.29 in 2Q 2022). Revenue: CN¥1.93b (flat on 2Q 2022). Net income: CN¥58.5m (down 72% from 2Q 2022). Profit margin: 3.0% (down from 11% in 2Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Jun 28Xianhe Co.,Ltd. to Report First Half, 2023 Results on Aug 30, 2023Xianhe Co.,Ltd. announced that they will report first half, 2023 results on Aug 30, 2023Price Target Changed • Apr 30Price target increased by 8.3% to CN¥32.50Up from CN¥30.00, the current price target is an average from 2 analysts. New target price is 34% above last closing price of CN¥24.24. Stock is up 22% over the past year. The company is forecast to post earnings per share of CN¥1.71 for next year compared to CN¥1.01 last year.Reported Earnings • Mar 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: CN¥1.01 (down from CN¥1.44 in FY 2021). Revenue: CN¥7.74b (up 29% from FY 2021). Net income: CN¥710.3m (down 30% from FY 2021). Profit margin: 9.2% (down from 17% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced 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: Insufficient board refreshment.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.42 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.30 (down from CN¥0.42 in 3Q 2021). Revenue: CN¥1.91b (up 30% from 3Q 2021). Net income: CN¥212.8m (down 28% from 3Q 2021). Profit margin: 11% (down from 20% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.Major Estimate Revision • Aug 25Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥8.04b to CN¥7.95b. EPS estimate also fell from CN¥1.64 per share to CN¥1.46 per share. Net income forecast to grow 59% next year vs 25% growth forecast for Forestry industry in China. Consensus price target of CN¥30.00 unchanged from last update. Share price fell 5.2% to CN¥26.40 over the past week.Reported Earnings • Aug 21Second quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.46 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.29 (down from CN¥0.46 in 2Q 2021). Revenue: CN¥1.92b (up 41% from 2Q 2021). Net income: CN¥208.2m (down 37% from 2Q 2021). Profit margin: 11% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 31%, compared to a 43% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 26% per year.Major Estimate Revision • May 05Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥8.44b to CN¥7.71b. EPS estimate also fell from CN¥2.09 per share to CN¥1.45 per share. Net income forecast to grow 0.4% next year vs 43% growth forecast for Forestry industry in China. Consensus price target down from CN¥56.00 to CN¥30.00. Share price rose 6.1% to CN¥19.83 over the past week.Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.40 in 1Q 2021). Revenue: CN¥1.68b (up 10.0% from 1Q 2021). Net income: CN¥146.0m (down 48% from 1Q 2021). Profit margin: 8.7% (down from 18% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 43%, compared to a 52% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target increased to CN¥56.00Up from CN¥50.00, the current price target is an average from 2 analysts. New target price is 178% above last closing price of CN¥20.11. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥1.75 for next year compared to CN¥1.13 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced 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: Insufficient board refreshment.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.32 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.48b (up 13% from 3Q 2020). Net income: CN¥294.3m (up 39% from 3Q 2020). Profit margin: 20% (up from 16% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS CN¥0.46 (vs CN¥0.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.36b (up 21% from 2Q 2020). Net income: CN¥329.1m (up 85% from 2Q 2020). Profit margin: 24% (up from 16% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥38.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Forestry industry in China. Total returns to shareholders of 75% over the past three years.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥31.36, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Forestry industry in China. Total returns to shareholders of 11% over the past three years.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.17 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.53b (up 69% from 1Q 2020). Net income: CN¥279.8m (up 168% from 1Q 2020). Profit margin: 18% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥1.13 (vs CN¥0.72 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.84b (up 6.0% from FY 2019). Net income: CN¥717.2m (up 63% from FY 2019). Profit margin: 15% (up from 9.6% in FY 2019).Valuation Update With 7 Day Price Move • Feb 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥22.68, the stock is trading at a trailing P/E ratio of 21.2x, down from the previous P/E ratio of 25.3x. This compares to an average P/E of 23x in the Forestry industry in China. Total returns to shareholders over the past year are 43%.Is New 90 Day High Low • Jan 27New 90-day high: CN¥27.82The company is up 42% from its price of CN¥19.60 on 29 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 18% over the same period.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.00, the stock is trading at a trailing P/E ratio of 25.3x, up from the previous P/E ratio of 21.6x. This compares to an average P/E of 25x in the Forestry industry in China. Total returns to shareholders over the past year are 103%.Is New 90 Day High Low • Dec 16New 90-day high: CN¥25.44The company is up 30% from its price of CN¥19.55 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 3.0% over the same period.Is New 90 Day High Low • Nov 25New 90-day high: CN¥23.72The company is up 10.0% from its price of CN¥21.60 on 27 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 7.0% over the same period.Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 15% share price gain to CN¥21.95, the stock is trading at a trailing P/E ratio of 20.5x, up from the previous P/E ratio of 17.9x. This compares to an average P/E of 25x in the Forestry industry in China. Total returns to shareholders over the past year are 63%.Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥22.42, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 17.7x. This compares to an average P/E of 24x in the Forestry industry in China. Total returns to shareholders over the past year are 66%.Is New 90 Day High Low • Oct 30New 90-day low: CN¥18.41The company is down 20% from its price of CN¥23.11 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is down 2.0% over the same period.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥666.3m, up 114% from the prior year. Total revenue was CN¥4.62b over the last 12 months, up 3.4% from the prior year.お知らせ • Oct 30Xianhe Co.,Ltd. to Report Q3, 2020 Results on Oct 30, 2020Xianhe Co.,Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020お知らせ • Jul 06Xianhe Co.,Ltd. to Report First Half, 2020 Results on Aug 13, 2020Xianhe Co.,Ltd. announced that they will report first half, 2020 results on Aug 13, 2020決済の安定と成長配当データの取得安定した配当: 603733は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: 603733の配当金は増加していますが、同社は8年間しか配当金を支払っていません。配当利回り対市場XianheLtd 配当利回り対市場603733 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (603733)2.9%市場下位25% (CN)0.4%市場トップ25% (CN)2.0%業界平均 (Forestry)2.4%アナリスト予想 (603733) (最長3年)2.8%注目すべき配当: 603733の配当金 ( 2.94% ) はCN市場の配当金支払者の下位 25% ( 0.37% ) よりも高くなっています。高配当: 603733の配当金 ( 2.94% ) はCN市場 ( 1.96% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 603733の 配当性向 ( 48.3% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 603733は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management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2026/05/27 18:34終値2026/05/27 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Xianhe Co.,Ltd. 1 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。1 アナリスト機関Yunyan XuChina International Capital Corporation Limited
Declared Dividend • Jul 07Dividend increased to CN¥0.50Dividend of CN¥0.50 is 43% higher than last year. Ex-date: 10th July 2025 Payment date: 10th July 2025 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 23XianheLtd (SHSE:603733) Is Increasing Its Dividend To CN¥0.35Xianhe Co.,Ltd.'s ( SHSE:603733 ) dividend will be increasing from last year's payment of the same period to CN¥0.35 on...
Declared Dividend • Jun 22Dividend increased to CN¥0.35Dividend of CN¥0.35 is 13% higher than last year. Ex-date: 27th June 2024 Payment date: 27th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥1.43 (up from CN¥1.42 in FY 2024). Revenue: CN¥12.3b (up 20% from FY 2024). Net income: CN¥1.01b (flat on FY 2024). Profit margin: 8.2% (down from 9.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 12%. 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 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 29Xianhe Co.,Ltd., Annual General Meeting, May 19, 2026Xianhe Co.,Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Quzhou, Zhejiang China
お知らせ • Mar 30Xianhe Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026Xianhe Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26Xianhe Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Xianhe Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.43 (vs CN¥0.38 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.43 (up from CN¥0.38 in 3Q 2024). Revenue: CN¥3.07b (up 16% from 3Q 2024). Net income: CN¥303.5m (up 14% from 3Q 2024). Profit margin: 9.9% (in line with 3Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Forestry industry in China. 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 5% per year, which means it is significantly lagging earnings.
New Risk • Oct 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.0% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.9% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.0% net profit margin).
お知らせ • Sep 30Xianhe Co.,Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xianhe Co.,Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Reported Earnings • Aug 24Second quarter 2025 earnings released: EPS: CN¥0.34 (vs CN¥0.40 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.34 (down from CN¥0.40 in 2Q 2024). Revenue: CN¥3.00b (up 25% from 2Q 2024). Net income: CN¥238.3m (down 15% from 2Q 2024). Profit margin: 7.9% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 07Dividend increased to CN¥0.50Dividend of CN¥0.50 is 43% higher than last year. Ex-date: 10th July 2025 Payment date: 10th July 2025 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 30Xianhe Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xianhe Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
Major Estimate Revision • May 07Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥1.88 to CN¥1.65 per share. Revenue forecast steady at CN¥12.5b. Net income forecast to grow 28% next year vs 41% growth forecast for Forestry industry in China. Consensus price target of CN¥27.50 unchanged from last update. Share price was steady at CN¥21.21 over the past week.
お知らせ • Apr 29Xianhe Co.,Ltd., Annual General Meeting, May 20, 2025Xianhe Co.,Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time.
お知らせ • Mar 28Xianhe Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xianhe Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
分析記事 • Feb 24XianheLtd (SHSE:603733) Might Be Having Difficulty Using Its Capital EffectivelyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 • Feb 05Xianhe Co.,Ltd.'s (SHSE:603733) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 35x, you may consider Xianhe...
分析記事 • Jan 07Is XianheLtd (SHSE:603733) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Jan 06Price target increased by 7.8% to CN¥27.50Up from CN¥25.50, the current price target is an average from 2 analysts. New target price is 39% above last closing price of CN¥19.82. Stock is up 31% over the past year. The company is forecast to post earnings per share of CN¥1.53 for next year compared to CN¥0.94 last year.
お知らせ • Dec 27Xianhe Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Xianhe Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
分析記事 • Dec 19Is Now The Time To Look At Buying Xianhe Co.,Ltd. (SHSE:603733)?While Xianhe Co.,Ltd. ( SHSE:603733 ) might not have the largest market cap around , it received a lot of attention...
分析記事 • Nov 06Investors Shouldn't Be Too Comfortable With XianheLtd's (SHSE:603733) EarningsInvestors were disappointed with Xianhe Co.,Ltd.'s ( SHSE:603733 ) earnings, despite the strong profit numbers. We...
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.38 (vs CN¥0.28 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.38 (up from CN¥0.28 in 3Q 2023). Revenue: CN¥2.66b (up 8.7% from 3Q 2023). Net income: CN¥266.6m (up 33% from 3Q 2023). Profit margin: 10.0% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
分析記事 • Oct 09A Piece Of The Puzzle Missing From Xianhe Co.,Ltd.'s (SHSE:603733) 39% Share Price ClimbXianhe Co.,Ltd. ( SHSE:603733 ) shares have had a really impressive month, gaining 39% after a shaky period beforehand...
お知らせ • Sep 30Xianhe Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Xianhe Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥17.74, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Forestry industry in China. Total loss to shareholders of 43% over the past three years.
分析記事 • Sep 24We Think XianheLtd (SHSE:603733) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.40 (vs CN¥0.087 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.40 (up from CN¥0.087 in 2Q 2023). Revenue: CN¥2.39b (up 24% from 2Q 2023). Net income: CN¥281.6m (up 381% from 2Q 2023). Profit margin: 12% (up from 3.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
分析記事 • Aug 01Some Investors May Be Worried About XianheLtd's (SHSE:603733) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Jul 12Sentiment Still Eluding Xianhe Co.,Ltd. (SHSE:603733)When close to half the companies in China have price-to-earnings ratios (or "P/E's") above 29x, you may consider Xianhe...
お知らせ • Jun 28Xianhe Co.,Ltd. to Report First Half, 2024 Results on Aug 15, 2024Xianhe Co.,Ltd. announced that they will report first half, 2024 results on Aug 15, 2024
分析記事 • Jun 23XianheLtd (SHSE:603733) Is Increasing Its Dividend To CN¥0.35Xianhe Co.,Ltd.'s ( SHSE:603733 ) dividend will be increasing from last year's payment of the same period to CN¥0.35 on...
Declared Dividend • Jun 22Dividend increased to CN¥0.35Dividend of CN¥0.35 is 13% higher than last year. Ex-date: 27th June 2024 Payment date: 27th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • May 24Why Xianhe Co.,Ltd. (SHSE:603733) Could Be Worth WatchingWhile Xianhe Co.,Ltd. ( SHSE:603733 ) might not have the largest market cap around , it saw a significant share price...
分析記事 • May 06XianheLtd's (SHSE:603733) Earnings Are Weaker Than They SeemDespite posting some strong earnings, the market for Xianhe Co.,Ltd.'s ( SHSE:603733 ) stock hasn't moved much. Our...
お知らせ • Apr 29Xianhe Co.,Ltd., Annual General Meeting, May 17, 2024Xianhe Co.,Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Quzhou, Zhejiang China
お知らせ • Mar 29Xianhe Co.,Ltd. to Report Q1, 2024 Results on Apr 30, 2024Xianhe Co.,Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
分析記事 • Mar 22XianheLtd (SHSE:603733) Will Want To Turn Around Its Return TrendsThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 • Mar 04Market Might Still Lack Some Conviction On Xianhe Co.,Ltd. (SHSE:603733) Even After 26% Share Price BoostThose holding Xianhe Co.,Ltd. ( SHSE:603733 ) shares would be relieved that the share price has rebounded 26% in the...
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥11.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Forestry industry in China. Total loss to shareholders of 46% over the past three years.
お知らせ • Dec 29Xianhe Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 03, 2024Xianhe Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 03, 2024
Price Target Changed • Nov 10Price target decreased by 17% to CN¥25.00Down from CN¥30.00, the current price target is an average from 2 analysts. New target price is 35% above last closing price of CN¥18.58. Stock is down 33% over the past year. The company is forecast to post earnings per share of CN¥0.92 for next year compared to CN¥1.01 last year.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.30 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28 (down from CN¥0.30 in 3Q 2022). Revenue: CN¥2.45b (up 28% from 3Q 2022). Net income: CN¥201.2m (down 5.5% from 3Q 2022). Profit margin: 8.2% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Board Change • Sep 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Zixue Zhou was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.087 (vs CN¥0.29 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.087 (down from CN¥0.29 in 2Q 2022). Revenue: CN¥1.93b (flat on 2Q 2022). Net income: CN¥58.5m (down 72% from 2Q 2022). Profit margin: 3.0% (down from 11% in 2Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Jun 28Xianhe Co.,Ltd. to Report First Half, 2023 Results on Aug 30, 2023Xianhe Co.,Ltd. announced that they will report first half, 2023 results on Aug 30, 2023
Price Target Changed • Apr 30Price target increased by 8.3% to CN¥32.50Up from CN¥30.00, the current price target is an average from 2 analysts. New target price is 34% above last closing price of CN¥24.24. Stock is up 22% over the past year. The company is forecast to post earnings per share of CN¥1.71 for next year compared to CN¥1.01 last year.
Reported Earnings • Mar 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: CN¥1.01 (down from CN¥1.44 in FY 2021). Revenue: CN¥7.74b (up 29% from FY 2021). Net income: CN¥710.3m (down 30% from FY 2021). Profit margin: 9.2% (down from 17% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced 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: Insufficient board refreshment.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.42 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.30 (down from CN¥0.42 in 3Q 2021). Revenue: CN¥1.91b (up 30% from 3Q 2021). Net income: CN¥212.8m (down 28% from 3Q 2021). Profit margin: 11% (down from 20% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.
Major Estimate Revision • Aug 25Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥8.04b to CN¥7.95b. EPS estimate also fell from CN¥1.64 per share to CN¥1.46 per share. Net income forecast to grow 59% next year vs 25% growth forecast for Forestry industry in China. Consensus price target of CN¥30.00 unchanged from last update. Share price fell 5.2% to CN¥26.40 over the past week.
Reported Earnings • Aug 21Second quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.46 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.29 (down from CN¥0.46 in 2Q 2021). Revenue: CN¥1.92b (up 41% from 2Q 2021). Net income: CN¥208.2m (down 37% from 2Q 2021). Profit margin: 11% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 31%, compared to a 43% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 26% per year.
Major Estimate Revision • May 05Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥8.44b to CN¥7.71b. EPS estimate also fell from CN¥2.09 per share to CN¥1.45 per share. Net income forecast to grow 0.4% next year vs 43% growth forecast for Forestry industry in China. Consensus price target down from CN¥56.00 to CN¥30.00. Share price rose 6.1% to CN¥19.83 over the past week.
Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.40 in 1Q 2021). Revenue: CN¥1.68b (up 10.0% from 1Q 2021). Net income: CN¥146.0m (down 48% from 1Q 2021). Profit margin: 8.7% (down from 18% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 43%, compared to a 52% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target increased to CN¥56.00Up from CN¥50.00, the current price target is an average from 2 analysts. New target price is 178% above last closing price of CN¥20.11. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥1.75 for next year compared to CN¥1.13 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced 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: Insufficient board refreshment.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.32 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.48b (up 13% from 3Q 2020). Net income: CN¥294.3m (up 39% from 3Q 2020). Profit margin: 20% (up from 16% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS CN¥0.46 (vs CN¥0.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.36b (up 21% from 2Q 2020). Net income: CN¥329.1m (up 85% from 2Q 2020). Profit margin: 24% (up from 16% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥38.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Forestry industry in China. Total returns to shareholders of 75% over the past three years.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥31.36, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Forestry industry in China. Total returns to shareholders of 11% over the past three years.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.17 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.53b (up 69% from 1Q 2020). Net income: CN¥279.8m (up 168% from 1Q 2020). Profit margin: 18% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥1.13 (vs CN¥0.72 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.84b (up 6.0% from FY 2019). Net income: CN¥717.2m (up 63% from FY 2019). Profit margin: 15% (up from 9.6% in FY 2019).
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥22.68, the stock is trading at a trailing P/E ratio of 21.2x, down from the previous P/E ratio of 25.3x. This compares to an average P/E of 23x in the Forestry industry in China. Total returns to shareholders over the past year are 43%.
Is New 90 Day High Low • Jan 27New 90-day high: CN¥27.82The company is up 42% from its price of CN¥19.60 on 29 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 18% over the same period.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.00, the stock is trading at a trailing P/E ratio of 25.3x, up from the previous P/E ratio of 21.6x. This compares to an average P/E of 25x in the Forestry industry in China. Total returns to shareholders over the past year are 103%.
Is New 90 Day High Low • Dec 16New 90-day high: CN¥25.44The company is up 30% from its price of CN¥19.55 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Nov 25New 90-day high: CN¥23.72The company is up 10.0% from its price of CN¥21.60 on 27 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 7.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 15% share price gain to CN¥21.95, the stock is trading at a trailing P/E ratio of 20.5x, up from the previous P/E ratio of 17.9x. This compares to an average P/E of 25x in the Forestry industry in China. Total returns to shareholders over the past year are 63%.
Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥22.42, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 17.7x. This compares to an average P/E of 24x in the Forestry industry in China. Total returns to shareholders over the past year are 66%.
Is New 90 Day High Low • Oct 30New 90-day low: CN¥18.41The company is down 20% from its price of CN¥23.11 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is down 2.0% over the same period.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥666.3m, up 114% from the prior year. Total revenue was CN¥4.62b over the last 12 months, up 3.4% from the prior year.
お知らせ • Oct 30Xianhe Co.,Ltd. to Report Q3, 2020 Results on Oct 30, 2020Xianhe Co.,Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020
お知らせ • Jul 06Xianhe Co.,Ltd. to Report First Half, 2020 Results on Aug 13, 2020Xianhe Co.,Ltd. announced that they will report first half, 2020 results on Aug 13, 2020