Jiangsu Lopal Tech. Group（603906）株式概要江蘇沃特科技股份有限公司Ltd.は、リン酸鉄リチウム正極材料および自動車用環境保護ファインケミカルの研究開発、製造、販売を中国国内および海外で行っています。 詳細603906 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績2/6財務の健全性1/6配当金0/6報酬今年は黒字化を達成 リスク分析利払いは収益で十分にカバーされない 高いレベルの非現金収入 CN市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る603906 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥28.5816.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b18b2016201920222025202620282031Revenue CN¥18.1bEarnings CN¥112.9mAdvancedSet Fair ValueView all narrativesJiangsu Lopal Tech. Group Co., Ltd. 競合他社Shandong Dongyue Organosilicon MaterialsSymbol: SZSE:300821Market cap: CN¥17.2bShaanxi Beiyuan Chemical Industry GroupSymbol: SHSE:601568Market cap: CN¥14.8bTangshan Sanyou Chemical IndustriesLtdSymbol: SHSE:600409Market cap: CN¥14.1bTangshan Sunfar Silicon IndustriesLtdSymbol: SHSE:603938Market cap: CN¥19.3b価格と性能株価の高値、安値、推移の概要Jiangsu Lopal Tech. Group過去の株価現在の株価CN¥28.5852週高値CN¥34.5252週安値CN¥11.46ベータ0.571ヶ月の変化-0.14%3ヶ月変化57.90%1年変化131.98%3年間の変化46.49%5年間の変化1.06%IPOからの変化320.26%最新ニュースNew Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 37% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). High level of non-cash earnings (37% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).New Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.1% average weekly change).Reported Earnings • Apr 04Full year 2025 earnings released: CN¥0.25 loss per share (vs CN¥1.10 loss in FY 2024)Full year 2025 results: CN¥0.25 loss per share (improved from CN¥1.10 loss in FY 2024). Revenue: CN¥8.94b (up 17% from FY 2024). Net loss: CN¥170.6m (loss narrowed 73% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Mar 30Jiangsu Lopal Tech. Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26Jiangsu Lopal Tech. Group Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026New Risk • Nov 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.最新情報をもっと見るRecent updatesNew Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 37% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). High level of non-cash earnings (37% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).New Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.1% average weekly change).Reported Earnings • Apr 04Full year 2025 earnings released: CN¥0.25 loss per share (vs CN¥1.10 loss in FY 2024)Full year 2025 results: CN¥0.25 loss per share (improved from CN¥1.10 loss in FY 2024). Revenue: CN¥8.94b (up 17% from FY 2024). Net loss: CN¥170.6m (loss narrowed 73% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Mar 30Jiangsu Lopal Tech. Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26Jiangsu Lopal Tech. Group Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026New Risk • Nov 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 01Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: CN¥2.20b (up 5.3% from 3Q 2024). Net loss: CN¥25.3m (loss narrowed 69% from 3Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Jiangsu Lopal Tech. Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Reported Earnings • Aug 25Second quarter 2025 earnings released: CN¥0.09 loss per share (vs CN¥0.25 loss in 2Q 2024)Second quarter 2025 results: CN¥0.09 loss per share (improved from CN¥0.25 loss in 2Q 2024). Revenue: CN¥2.03b (down 3.1% from 2Q 2024). Net loss: CN¥59.2m (loss narrowed 59% from 2Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 17Price target increased by 27% to CN¥14.65Up from CN¥11.55, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥14.85. Stock is up 122% over the past year. The company is forecast to post earnings per share of CN¥0.42 next year compared to a net loss per share of CN¥1.10 last year.お知らせ • Jun 30Jiangsu Lopal Tech. Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Jiangsu Lopal Tech. Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025Board Change • Jun 28Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Non-Executive Director Kam Le Hong was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 13Jiangsu Lopal Tech. Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 120 million.Jiangsu Lopal Tech. Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 120 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: HKD 6 Discount Per Security: HKD 0.16 Transaction Features: Subsequent Direct Listingお知らせ • Jun 05Jiangsu Lopal Tech. Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 120 million.Jiangsu Lopal Tech. Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 120 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: HKD 6 Discount Per Security: HKD 0.16 Transaction Features: Subsequent Direct Listingお知らせ • May 06Jiangsu Lopal Tech. Co., Ltd., Annual General Meeting, May 28, 2025Jiangsu Lopal Tech. Co., Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time. Location: 2nd floor, large conference room, no. 6 hengtong avenue, nanjing economic and, technological development zone, jiangsu province, nanjing Chinaお知らせ • Mar 28Jiangsu Lopal Tech. Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Jiangsu Lopal Tech. Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025分析記事 • Feb 27Jiangsu Lopal Tech. Co., Ltd.'s (SHSE:603906) Shares Leap 27% Yet They're Still Not Telling The Full StoryJiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) shareholders are no doubt pleased to see that the share price has bounced...お知らせ • Jan 23Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) completed the acquisition of Shandong Meiduo Technology Co., Ltd. from Shi JunfengJiangsu Lopal Tech. Co., Ltd. (SHSE:603906) agreed to acquire Shandong Meiduo Technology Co., Ltd. from Shi Junfeng for CNY 100 million on March 6, 2024. As per the announcement dated January 16, 2025 all conditions have been fulfilled. Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) completed the acquisition of Shandong Meiduo Technology Co., Ltd. from Shi Junfeng on January 21, 2025.お知らせ • Jan 17Jiangsu Lopal Tech. Co., Ltd. Provides Earnings Guidance for the Year 2024Jiangsu Lopal Tech. Co., Ltd. provided earnings guidance for the year 2024. For the year, the company showed indications of impairment within the scope of consolidation, and recognized corresponding provision for impairment losses on the assets whose recoverable amounts are lower than their respective carrying amounts based on the impairment test results, which is expected to reduce the net profit attributable to owners of the Company by an estimated range of RMB 140.04 million to RMB 164.86 million, as the exact amount has yet to be determined. The aforementioned provision for impairment losses is expected to reduce the net profit attributable to the owners of the Company by an estimated range of approximately RMB 140.04 million to RMB 164.86 million, as the exact amount has yet to be determined. The amount of the provision for impairment losses has not been audited, and the final accounting treatment and its impact on the Group's financial results for the year 2024 shall be subject to the 2024 annual report of the Company to be published by the Company in due course.New Risk • Jan 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).お知らせ • Dec 27Jiangsu Lopal Tech. Co., Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Jiangsu Lopal Tech. Co., Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025分析記事 • Nov 11The Market Lifts Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) Shares 27% But It Can Do MoreDespite an already strong run, Jiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) shares have been powering on, with a gain...Reported Earnings • Nov 04Third quarter 2024 earnings released: CN¥0.15 loss per share (vs CN¥0.15 loss in 3Q 2023)Third quarter 2024 results: CN¥0.15 loss per share (in line with 3Q 2023). Revenue: CN¥2.09b (down 22% from 3Q 2023). Net loss: CN¥81.9m (loss widened 13% from 3Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).お知らせ • Oct 29Jiangsu Lopal Tech. Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 550 million.Jiangsu Lopal Tech. Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 550 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: HKD 5.5 Discount Per Security: HKD 0.12375 Security Name: H Shares Security Type: Common Stock Securities Offered: 70,000,000 Price\Range: HKD 5.5 Discount Per Security: HKD 0.12375 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: HKD 5.5 Discount Per Security: HKD 0.12375 Transaction Features: New Market Listing; Regulation S; Sponsor Backed Offeringお知らせ • Oct 24Jiangsu Lopal Tech. Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 700 million.Jiangsu Lopal Tech. Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 700 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: HKD 4.5 to HKD 7 Discount Per Security: HKD 0.1575 Security Name: H Shares Security Type: Common Stock Securities Offered: 70,000,000 Price\Range: HKD 4.5 to HKD 7 Discount Per Security: HKD 0.1575 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: HKD 4.5 to HKD 7 Discount Per Security: HKD 0.1575 Transaction Features: New Market Listing; Regulation S; Sponsor Backed OfferingNew Risk • Oct 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (136% net debt to equity). Shareholders have been diluted in the past year (17% increase in shares outstanding).お知らせ • Sep 30Jiangsu Lopal Tech. Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Jiangsu Lopal Tech. Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024分析記事 • Sep 24Fewer Investors Than Expected Jumping On Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906)With a price-to-sales (or "P/S") ratio of 0.5x Jiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) may be sending bullish...Reported Earnings • Aug 16Second quarter 2024 earnings released: CN¥0.25 loss per share (vs CN¥0.76 loss in 2Q 2023)Second quarter 2024 results: CN¥0.25 loss per share (improved from CN¥0.76 loss in 2Q 2023). Revenue: CN¥2.09b (up 21% from 2Q 2023). Net loss: CN¥142.8m (loss narrowed 67% from 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Jul 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to CN¥7.37. The fair value is estimated to be CN¥9.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jul 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to CN¥7.94. The fair value is estimated to be CN¥9.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jun 28Jiangsu Lopal Tech. Co., Ltd. to Report First Half, 2024 Results on Aug 16, 2024Jiangsu Lopal Tech. Co., Ltd. announced that they will report first half, 2024 results on Aug 16, 2024分析記事 • Jun 24Investors Aren't Entirely Convinced By Jiangsu Lopal Tech. Co., Ltd.'s (SHSE:603906) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.5x Jiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) is a...Buy Or Sell Opportunity • Jun 24Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to CN¥7.75. The fair value is estimated to be CN¥9.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company became loss making.New Risk • May 02New major risk - Revenue and earnings growthEarnings have declined by 31% 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 Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings have declined by 31% per year over the past 5 years.お知らせ • Apr 30Jiangsu Lopal Tech. Co., Ltd., Annual General Meeting, May 24, 2024Jiangsu Lopal Tech. Co., Ltd., Annual General Meeting, May 24, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu ChinaReported Earnings • Apr 29Full year 2023 earnings released: CN¥2.18 loss per share (vs CN¥1.42 profit in FY 2022)Full year 2023 results: CN¥2.18 loss per share (down from CN¥1.42 profit in FY 2022). Revenue: CN¥8.73b (down 38% from FY 2022). Net loss: CN¥1.23b (down 264% from profit in FY 2022). Revenue is forecast to grow 44% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Mar 29Jiangsu Lopal Tech. Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Jiangsu Lopal Tech. Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024お知らせ • Mar 07Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) agreed to acquire Shandong Meiduo Technology Co., Ltd. from Shi Junfeng for CNY 100 millionJiangsu Lopal Tech. Co., Ltd. (SHSE:603906) agreed to acquire Shandong Meiduo Technology Co., Ltd. from Shi Junfeng for CNY 100 million on March 6, 2024.分析記事 • Feb 28A Piece Of The Puzzle Missing From Jiangsu Lopal Tech. Co., Ltd.'s (SHSE:603906) Share PriceWith a price-to-sales (or "P/S") ratio of 0.5x Jiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) may be sending bullish...New Risk • Feb 05New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).お知らせ • Dec 30Jiangsu Lopal Tech. Co., Ltd. to Report Fiscal Year 2023 Results on Mar 28, 2024Jiangsu Lopal Tech. Co., Ltd. announced that they will report fiscal year 2023 results on Mar 28, 2024Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.76 loss per share (vs CN¥0.43 profit in 2Q 2022)Second quarter 2023 results: CN¥0.76 loss per share (down from CN¥0.43 profit in 2Q 2022). Revenue: CN¥1.73b (down 50% from 2Q 2022). Net loss: CN¥431.4m (down 296% from profit in 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • May 19Jiangsu Lopal Tech. Co., Ltd. announced a financing transactionJiangsu Lopal Tech. Co., Ltd. announced a private placement of common shares on May 17, 2023. The transaction has been approved in the annual general meeting of shareholders.Major Estimate Revision • May 08Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥19.7b to CN¥15.5b. EPS estimate fell from CN¥1.73 to CN¥0.66 per share. Net income forecast to grow 45% next year vs 54% growth forecast for Chemicals industry in China. Consensus price target down from CN¥35.00 to CN¥23.00. Share price fell 5.9% to CN¥18.15 over the past week.Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥1.42 (up from CN¥0.73 in FY 2021). Revenue: CN¥14.1b (up 247% from FY 2021). Net income: CN¥752.9m (up 115% from FY 2021). Profit margin: 5.4% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 16Price target decreased to CN¥35.00Down from CN¥45.00, the current price target is provided by 1 analyst. New target price is 22% above last closing price of CN¥28.60. Stock is down 44% over the past year. The company is forecast to post earnings per share of CN¥1.61 for next year compared to CN¥0.73 last year.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Qingwen Li was the last independent director to join the board, commencing their role in 2020. 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 31Third quarter 2022 earnings released: EPS: CN¥0.51 (vs CN¥0.10 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.51 (up from CN¥0.10 in 3Q 2021). Revenue: CN¥3.93b (up 278% from 3Q 2021). Net income: CN¥274.9m (up 473% from 3Q 2021). Profit margin: 7.0% (up from 4.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 28Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) announces an Equity Buyback for CNY 100 million worth of its shares.Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased at a price not more than CNY 38 per share. The shares purchased will be used for ESOP or equity incentives. The program is valid for 6 months.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: CN¥0.43 (vs CN¥0.17 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.43 (up from CN¥0.17 in 2Q 2021). Revenue: CN¥3.45b (up 407% from 2Q 2021). Net income: CN¥220.3m (up 157% from 2Q 2021). Profit margin: 6.4% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 94%, compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.44 (up from CN¥0.13 in 1Q 2021). Revenue: CN¥2.56b (up 330% from 1Q 2021). Net income: CN¥213.0m (up 252% from 1Q 2021). Profit margin: 8.3% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 161%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.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. 9 experienced directors. 3 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Yu Zhen was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥30.29, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 316% over the past three years.Reported Earnings • Apr 10Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: CN¥0.73 (up from CN¥0.48 in FY 2020). Revenue: CN¥4.05b (up 112% from FY 2020). Net income: CN¥350.8m (up 73% from FY 2020). Profit margin: 8.7% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 157%, compared to a 51% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥34.49, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 524% over the past three years.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥38.61, the stock trades at a trailing P/E ratio of 73.5x. Average trailing P/E is 34x in the Chemicals industry in China. Total returns to shareholders of 685% over the past three years.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥41.73, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 34x in the Chemicals industry in China. Total returns to shareholders of 659% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥43.76, the stock trades at a trailing P/E ratio of 76.5x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 745% over the past three years.Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥38.48, the stock trades at a trailing P/E ratio of 67.2x. Average trailing P/E is 32x in the Chemicals industry in China. Total returns to shareholders of 609% over the past three years.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.16 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥680.7m (up 35% from 2Q 2020). Net income: CN¥85.7m (up 30% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to CN¥37.99, the stock trades at a trailing P/E ratio of 68.9x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 556% over the past three years.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥39.65, the stock trades at a trailing P/E ratio of 71.9x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 554% over the past three years.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥35.17, the stock trades at a trailing P/E ratio of 63.8x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 470% over the past three years.Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥23.71, the stock trades at a trailing P/E ratio of 43x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 213% over the past three years.Reported Earnings • Apr 17First quarter 2021 earnings released: EPS CN¥0.18 (vs CN¥0.08 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥595.1m (up 89% from 1Q 2020). Net income: CN¥60.5m (up 143% from 1Q 2020). Profit margin: 10% (up from 7.9% 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 38% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 29Full year 2020 earnings released: EPS CN¥0.67 (vs CN¥0.42 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥1.91b (up 12% from FY 2019). Net income: CN¥202.8m (up 59% from FY 2019). Profit margin: 11% (up from 7.4% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥29.85, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 242% over the past three years.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥32.58, the stock is trading at a trailing P/E ratio of 55.2x, up from the previous P/E ratio of 46.9x. This compares to an average P/E of 37x in the Chemicals industry in China. Total returns to shareholders over the past three years are 202%.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥28.66, the stock is trading at a trailing P/E ratio of 48.5x, down from the previous P/E ratio of 57.8x. This compares to an average P/E of 35x in the Chemicals industry in China. Total returns to shareholders over the past three years are 187%.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥28.00, the stock is trading at a trailing P/E ratio of 47.4x, down from the previous P/E ratio of 57x. This compares to an average P/E of 36x in the Chemicals industry in China. Total returns to shareholders over the past three years are 172%.Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 35% share price gain to CN¥33.65, the stock is trading at a trailing P/E ratio of 57x, up from the previous P/E ratio of 42.3x. This compares to an average P/E of 35x in the Chemicals industry in China. Total returns to shareholders over the past three years are 223%.Is New 90 Day High Low • Dec 29New 90-day high: CN¥31.65The company is up 19% from its price of CN¥26.70 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.Is New 90 Day High Low • Oct 29New 90-day low: CN¥24.00The company is down 3.0% from its price of CN¥24.82 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 3.0% over the same period.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥176.7m, up 46% from the prior year. Total revenue was CN¥1.87b over the last 12 months, up 12% from the prior year.株主還元603906CN ChemicalsCN 市場7D2.9%-4.2%-2.7%1Y132.0%57.5%31.5%株主還元を見る業界別リターン: 603906過去 1 年間で57.5 % の収益を上げたCN Chemicals業界を上回りました。リターン対市場: 603906過去 1 年間で31.5 % の収益を上げたCN市場を上回りました。価格変動Is 603906's price volatile compared to industry and market?603906 volatility603906 Average Weekly Movement8.7%Chemicals Industry Average Movement6.8%Market Average Movement6.4%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 603906の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 603906の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20034,150Shi Jun Fengwww.lopal.cn江蘇沃特科技有限公司Ltd.は、リン酸鉄リチウム正極材料と自動車用環境保護ファインケミカルの研究開発、生産、販売を中国国内外で行っている。同社は主に、潤滑油、不凍液製品、ブレーキ液、自動車用尿素ソリューション、尿素充填装置、プラスチック製品、リン酸鉄リチウムなどを統合したシステムを提供している。また、ディーゼルエンジン排ガス処理液、エンジンクーラント、車両メンテナンス製品も提供している。同社の製品は、自動車製造、自動車アフターマーケット、建設機械、その他の分野で使用されている。Longpan、Klansu、Dickのブランドで製品を提供している。江蘇Lopal Tech Ltd.は2003年に設立され、中国の南京に拠点を置く。もっと見るJiangsu Lopal Tech. Group Co., Ltd. 基礎のまとめJiangsu Lopal Tech. Group の収益と売上を時価総額と比較するとどうか。603906 基礎統計学時価総額CN¥18.20b収益（TTM）CN¥67.68m売上高(TTM)CN¥10.84b288.4xPER（株価収益率1.8xP/Sレシオ603906 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計603906 損益計算書（TTM）収益CN¥10.84b売上原価CN¥9.23b売上総利益CN¥1.61bその他の費用CN¥1.54b収益CN¥67.68m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.099グロス・マージン14.86%純利益率0.62%有利子負債／自己資本比率216.4%603906 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 10:55終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Jiangsu Lopal Tech. Group 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。3 アナリスト機関null nullChina International Capital Corporation LimitedWei LiuHaitong International Research LimitedTao WangUBS Investment Bank
New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 37% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). High level of non-cash earnings (37% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).
New Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.1% average weekly change).
Reported Earnings • Apr 04Full year 2025 earnings released: CN¥0.25 loss per share (vs CN¥1.10 loss in FY 2024)Full year 2025 results: CN¥0.25 loss per share (improved from CN¥1.10 loss in FY 2024). Revenue: CN¥8.94b (up 17% from FY 2024). Net loss: CN¥170.6m (loss narrowed 73% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Mar 30Jiangsu Lopal Tech. Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26Jiangsu Lopal Tech. Group Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
New Risk • Nov 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 37% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). High level of non-cash earnings (37% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).
New Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.1% average weekly change).
Reported Earnings • Apr 04Full year 2025 earnings released: CN¥0.25 loss per share (vs CN¥1.10 loss in FY 2024)Full year 2025 results: CN¥0.25 loss per share (improved from CN¥1.10 loss in FY 2024). Revenue: CN¥8.94b (up 17% from FY 2024). Net loss: CN¥170.6m (loss narrowed 73% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Mar 30Jiangsu Lopal Tech. Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26Jiangsu Lopal Tech. Group Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
New Risk • Nov 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 01Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: CN¥2.20b (up 5.3% from 3Q 2024). Net loss: CN¥25.3m (loss narrowed 69% from 3Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Jiangsu Lopal Tech. Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Jiangsu Lopal Tech. Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Reported Earnings • Aug 25Second quarter 2025 earnings released: CN¥0.09 loss per share (vs CN¥0.25 loss in 2Q 2024)Second quarter 2025 results: CN¥0.09 loss per share (improved from CN¥0.25 loss in 2Q 2024). Revenue: CN¥2.03b (down 3.1% from 2Q 2024). Net loss: CN¥59.2m (loss narrowed 59% from 2Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 17Price target increased by 27% to CN¥14.65Up from CN¥11.55, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥14.85. Stock is up 122% over the past year. The company is forecast to post earnings per share of CN¥0.42 next year compared to a net loss per share of CN¥1.10 last year.
お知らせ • Jun 30Jiangsu Lopal Tech. Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Jiangsu Lopal Tech. Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
Board Change • Jun 28Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Non-Executive Director Kam Le Hong was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 13Jiangsu Lopal Tech. Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 120 million.Jiangsu Lopal Tech. Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 120 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: HKD 6 Discount Per Security: HKD 0.16 Transaction Features: Subsequent Direct Listing
お知らせ • Jun 05Jiangsu Lopal Tech. Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 120 million.Jiangsu Lopal Tech. Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 120 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: HKD 6 Discount Per Security: HKD 0.16 Transaction Features: Subsequent Direct Listing
お知らせ • May 06Jiangsu Lopal Tech. Co., Ltd., Annual General Meeting, May 28, 2025Jiangsu Lopal Tech. Co., Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time. Location: 2nd floor, large conference room, no. 6 hengtong avenue, nanjing economic and, technological development zone, jiangsu province, nanjing China
お知らせ • Mar 28Jiangsu Lopal Tech. Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Jiangsu Lopal Tech. Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
分析記事 • Feb 27Jiangsu Lopal Tech. Co., Ltd.'s (SHSE:603906) Shares Leap 27% Yet They're Still Not Telling The Full StoryJiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) shareholders are no doubt pleased to see that the share price has bounced...
お知らせ • Jan 23Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) completed the acquisition of Shandong Meiduo Technology Co., Ltd. from Shi JunfengJiangsu Lopal Tech. Co., Ltd. (SHSE:603906) agreed to acquire Shandong Meiduo Technology Co., Ltd. from Shi Junfeng for CNY 100 million on March 6, 2024. As per the announcement dated January 16, 2025 all conditions have been fulfilled. Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) completed the acquisition of Shandong Meiduo Technology Co., Ltd. from Shi Junfeng on January 21, 2025.
お知らせ • Jan 17Jiangsu Lopal Tech. Co., Ltd. Provides Earnings Guidance for the Year 2024Jiangsu Lopal Tech. Co., Ltd. provided earnings guidance for the year 2024. For the year, the company showed indications of impairment within the scope of consolidation, and recognized corresponding provision for impairment losses on the assets whose recoverable amounts are lower than their respective carrying amounts based on the impairment test results, which is expected to reduce the net profit attributable to owners of the Company by an estimated range of RMB 140.04 million to RMB 164.86 million, as the exact amount has yet to be determined. The aforementioned provision for impairment losses is expected to reduce the net profit attributable to the owners of the Company by an estimated range of approximately RMB 140.04 million to RMB 164.86 million, as the exact amount has yet to be determined. The amount of the provision for impairment losses has not been audited, and the final accounting treatment and its impact on the Group's financial results for the year 2024 shall be subject to the 2024 annual report of the Company to be published by the Company in due course.
New Risk • Jan 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).
お知らせ • Dec 27Jiangsu Lopal Tech. Co., Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Jiangsu Lopal Tech. Co., Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025
分析記事 • Nov 11The Market Lifts Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) Shares 27% But It Can Do MoreDespite an already strong run, Jiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) shares have been powering on, with a gain...
Reported Earnings • Nov 04Third quarter 2024 earnings released: CN¥0.15 loss per share (vs CN¥0.15 loss in 3Q 2023)Third quarter 2024 results: CN¥0.15 loss per share (in line with 3Q 2023). Revenue: CN¥2.09b (down 22% from 3Q 2023). Net loss: CN¥81.9m (loss widened 13% from 3Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).
お知らせ • Oct 29Jiangsu Lopal Tech. Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 550 million.Jiangsu Lopal Tech. Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 550 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: HKD 5.5 Discount Per Security: HKD 0.12375 Security Name: H Shares Security Type: Common Stock Securities Offered: 70,000,000 Price\Range: HKD 5.5 Discount Per Security: HKD 0.12375 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: HKD 5.5 Discount Per Security: HKD 0.12375 Transaction Features: New Market Listing; Regulation S; Sponsor Backed Offering
お知らせ • Oct 24Jiangsu Lopal Tech. Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 700 million.Jiangsu Lopal Tech. Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 700 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: HKD 4.5 to HKD 7 Discount Per Security: HKD 0.1575 Security Name: H Shares Security Type: Common Stock Securities Offered: 70,000,000 Price\Range: HKD 4.5 to HKD 7 Discount Per Security: HKD 0.1575 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: HKD 4.5 to HKD 7 Discount Per Security: HKD 0.1575 Transaction Features: New Market Listing; Regulation S; Sponsor Backed Offering
New Risk • Oct 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (136% net debt to equity). Shareholders have been diluted in the past year (17% increase in shares outstanding).
お知らせ • Sep 30Jiangsu Lopal Tech. Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Jiangsu Lopal Tech. Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
分析記事 • Sep 24Fewer Investors Than Expected Jumping On Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906)With a price-to-sales (or "P/S") ratio of 0.5x Jiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) may be sending bullish...
Reported Earnings • Aug 16Second quarter 2024 earnings released: CN¥0.25 loss per share (vs CN¥0.76 loss in 2Q 2023)Second quarter 2024 results: CN¥0.25 loss per share (improved from CN¥0.76 loss in 2Q 2023). Revenue: CN¥2.09b (up 21% from 2Q 2023). Net loss: CN¥142.8m (loss narrowed 67% from 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Jul 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to CN¥7.37. The fair value is estimated to be CN¥9.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jul 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to CN¥7.94. The fair value is estimated to be CN¥9.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jun 28Jiangsu Lopal Tech. Co., Ltd. to Report First Half, 2024 Results on Aug 16, 2024Jiangsu Lopal Tech. Co., Ltd. announced that they will report first half, 2024 results on Aug 16, 2024
分析記事 • Jun 24Investors Aren't Entirely Convinced By Jiangsu Lopal Tech. Co., Ltd.'s (SHSE:603906) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.5x Jiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) is a...
Buy Or Sell Opportunity • Jun 24Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to CN¥7.75. The fair value is estimated to be CN¥9.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company became loss making.
New Risk • May 02New major risk - Revenue and earnings growthEarnings have declined by 31% 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 Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings have declined by 31% per year over the past 5 years.
お知らせ • Apr 30Jiangsu Lopal Tech. Co., Ltd., Annual General Meeting, May 24, 2024Jiangsu Lopal Tech. Co., Ltd., Annual General Meeting, May 24, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China
Reported Earnings • Apr 29Full year 2023 earnings released: CN¥2.18 loss per share (vs CN¥1.42 profit in FY 2022)Full year 2023 results: CN¥2.18 loss per share (down from CN¥1.42 profit in FY 2022). Revenue: CN¥8.73b (down 38% from FY 2022). Net loss: CN¥1.23b (down 264% from profit in FY 2022). Revenue is forecast to grow 44% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 29Jiangsu Lopal Tech. Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Jiangsu Lopal Tech. Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
お知らせ • Mar 07Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) agreed to acquire Shandong Meiduo Technology Co., Ltd. from Shi Junfeng for CNY 100 millionJiangsu Lopal Tech. Co., Ltd. (SHSE:603906) agreed to acquire Shandong Meiduo Technology Co., Ltd. from Shi Junfeng for CNY 100 million on March 6, 2024.
分析記事 • Feb 28A Piece Of The Puzzle Missing From Jiangsu Lopal Tech. Co., Ltd.'s (SHSE:603906) Share PriceWith a price-to-sales (or "P/S") ratio of 0.5x Jiangsu Lopal Tech. Co., Ltd. ( SHSE:603906 ) may be sending bullish...
New Risk • Feb 05New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
お知らせ • Dec 30Jiangsu Lopal Tech. Co., Ltd. to Report Fiscal Year 2023 Results on Mar 28, 2024Jiangsu Lopal Tech. Co., Ltd. announced that they will report fiscal year 2023 results on Mar 28, 2024
Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.76 loss per share (vs CN¥0.43 profit in 2Q 2022)Second quarter 2023 results: CN¥0.76 loss per share (down from CN¥0.43 profit in 2Q 2022). Revenue: CN¥1.73b (down 50% from 2Q 2022). Net loss: CN¥431.4m (down 296% from profit in 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • May 19Jiangsu Lopal Tech. Co., Ltd. announced a financing transactionJiangsu Lopal Tech. Co., Ltd. announced a private placement of common shares on May 17, 2023. The transaction has been approved in the annual general meeting of shareholders.
Major Estimate Revision • May 08Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥19.7b to CN¥15.5b. EPS estimate fell from CN¥1.73 to CN¥0.66 per share. Net income forecast to grow 45% next year vs 54% growth forecast for Chemicals industry in China. Consensus price target down from CN¥35.00 to CN¥23.00. Share price fell 5.9% to CN¥18.15 over the past week.
Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥1.42 (up from CN¥0.73 in FY 2021). Revenue: CN¥14.1b (up 247% from FY 2021). Net income: CN¥752.9m (up 115% from FY 2021). Profit margin: 5.4% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 16Price target decreased to CN¥35.00Down from CN¥45.00, the current price target is provided by 1 analyst. New target price is 22% above last closing price of CN¥28.60. Stock is down 44% over the past year. The company is forecast to post earnings per share of CN¥1.61 for next year compared to CN¥0.73 last year.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Qingwen Li was the last independent director to join the board, commencing their role in 2020. 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 31Third quarter 2022 earnings released: EPS: CN¥0.51 (vs CN¥0.10 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.51 (up from CN¥0.10 in 3Q 2021). Revenue: CN¥3.93b (up 278% from 3Q 2021). Net income: CN¥274.9m (up 473% from 3Q 2021). Profit margin: 7.0% (up from 4.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 28Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) announces an Equity Buyback for CNY 100 million worth of its shares.Jiangsu Lopal Tech. Co., Ltd. (SHSE:603906) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased at a price not more than CNY 38 per share. The shares purchased will be used for ESOP or equity incentives. The program is valid for 6 months.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: CN¥0.43 (vs CN¥0.17 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.43 (up from CN¥0.17 in 2Q 2021). Revenue: CN¥3.45b (up 407% from 2Q 2021). Net income: CN¥220.3m (up 157% from 2Q 2021). Profit margin: 6.4% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 94%, compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.44 (up from CN¥0.13 in 1Q 2021). Revenue: CN¥2.56b (up 330% from 1Q 2021). Net income: CN¥213.0m (up 252% from 1Q 2021). Profit margin: 8.3% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 161%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
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. 9 experienced directors. 3 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Yu Zhen was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥30.29, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 316% over the past three years.
Reported Earnings • Apr 10Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: CN¥0.73 (up from CN¥0.48 in FY 2020). Revenue: CN¥4.05b (up 112% from FY 2020). Net income: CN¥350.8m (up 73% from FY 2020). Profit margin: 8.7% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 157%, compared to a 51% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥34.49, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 524% over the past three years.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥38.61, the stock trades at a trailing P/E ratio of 73.5x. Average trailing P/E is 34x in the Chemicals industry in China. Total returns to shareholders of 685% over the past three years.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥41.73, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 34x in the Chemicals industry in China. Total returns to shareholders of 659% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥43.76, the stock trades at a trailing P/E ratio of 76.5x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 745% over the past three years.
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥38.48, the stock trades at a trailing P/E ratio of 67.2x. Average trailing P/E is 32x in the Chemicals industry in China. Total returns to shareholders of 609% over the past three years.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.16 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥680.7m (up 35% from 2Q 2020). Net income: CN¥85.7m (up 30% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to CN¥37.99, the stock trades at a trailing P/E ratio of 68.9x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 556% over the past three years.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥39.65, the stock trades at a trailing P/E ratio of 71.9x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 554% over the past three years.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥35.17, the stock trades at a trailing P/E ratio of 63.8x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 470% over the past three years.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥23.71, the stock trades at a trailing P/E ratio of 43x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 213% over the past three years.
Reported Earnings • Apr 17First quarter 2021 earnings released: EPS CN¥0.18 (vs CN¥0.08 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥595.1m (up 89% from 1Q 2020). Net income: CN¥60.5m (up 143% from 1Q 2020). Profit margin: 10% (up from 7.9% 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 38% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 29Full year 2020 earnings released: EPS CN¥0.67 (vs CN¥0.42 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥1.91b (up 12% from FY 2019). Net income: CN¥202.8m (up 59% from FY 2019). Profit margin: 11% (up from 7.4% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥29.85, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 242% over the past three years.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥32.58, the stock is trading at a trailing P/E ratio of 55.2x, up from the previous P/E ratio of 46.9x. This compares to an average P/E of 37x in the Chemicals industry in China. Total returns to shareholders over the past three years are 202%.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥28.66, the stock is trading at a trailing P/E ratio of 48.5x, down from the previous P/E ratio of 57.8x. This compares to an average P/E of 35x in the Chemicals industry in China. Total returns to shareholders over the past three years are 187%.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥28.00, the stock is trading at a trailing P/E ratio of 47.4x, down from the previous P/E ratio of 57x. This compares to an average P/E of 36x in the Chemicals industry in China. Total returns to shareholders over the past three years are 172%.
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 35% share price gain to CN¥33.65, the stock is trading at a trailing P/E ratio of 57x, up from the previous P/E ratio of 42.3x. This compares to an average P/E of 35x in the Chemicals industry in China. Total returns to shareholders over the past three years are 223%.
Is New 90 Day High Low • Dec 29New 90-day high: CN¥31.65The company is up 19% from its price of CN¥26.70 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.
Is New 90 Day High Low • Oct 29New 90-day low: CN¥24.00The company is down 3.0% from its price of CN¥24.82 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 3.0% over the same period.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥176.7m, up 46% from the prior year. Total revenue was CN¥1.87b over the last 12 months, up 12% from the prior year.
