Transfar Zhilian（002010）株式概要Transfar Zhilian Co., Ltd.は、中国で化学品と物流事業に従事している。 詳細002010 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3/6過去の実績4/6財務の健全性4/6配当金4/6報酬株価収益率（ 20.3 x） CN市場（ 38.9 x）を下回っています。収益は年間27.59%増加すると予測されています 過去1年間で収益は265.4%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 4.14%の配当はフリーキャッシュフローで十分にカバーされていない 過去1年間で株主の希薄化が進んだ すべてのリスクチェックを見る002010 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW475,526 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA475,526 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥4.8390.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture037b2016201920222025202620282031Revenue CN¥27.6bEarnings CN¥789.7mAdvancedSet Fair ValueView all narrativesTransfar Zhilian Co., Ltd. 競合他社Jushen Logistics GroupSymbol: SZSE:001202Market cap: CN¥2.0bChina Railway Special Cargo LogisticsSymbol: SZSE:001213Market cap: CN¥15.9bChina Railway Tielong Container LogisticsSymbol: SHSE:600125Market cap: CN¥7.3bNingxia Western Venture IndustrialLtdSymbol: SZSE:000557Market cap: CN¥5.3b価格と性能株価の高値、安値、推移の概要Transfar Zhilian過去の株価現在の株価CN¥4.8352週高値CN¥7.3952週安値CN¥4.43ベータ0.691ヶ月の変化5.46%3ヶ月変化-17.15%1年変化-20.43%3年間の変化-14.06%5年間の変化-32.82%IPOからの変化-79.65%最新ニュースお知らせ • Jun 30Transfar Zhilian Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026Transfar Zhilian Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026New Risk • Apr 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% 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: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (114% cash payout ratio). Shareholders have been diluted in the past year (20% increase in shares outstanding).Reported Earnings • Apr 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.21 (up from CN¥0.055 in FY 2024). Revenue: CN¥25.1b (down 6.1% from FY 2024). Net income: CN¥589.7m (up 289% from FY 2024). Profit margin: 2.3% (up from 0.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 1.8% 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 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Apr 20Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Transfar Zhilian Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026最新情報をもっと見るRecent updatesお知らせ • Jun 30Transfar Zhilian Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026Transfar Zhilian Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026New Risk • Apr 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% 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: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (114% cash payout ratio). Shareholders have been diluted in the past year (20% increase in shares outstanding).Reported Earnings • Apr 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.21 (up from CN¥0.055 in FY 2024). Revenue: CN¥25.1b (down 6.1% from FY 2024). Net income: CN¥589.7m (up 289% from FY 2024). Profit margin: 2.3% (up from 0.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 1.8% 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 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Apr 20Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Transfar Zhilian Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.046 (vs CN¥0.019 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.046 (up from CN¥0.019 loss in 3Q 2024). Revenue: CN¥6.62b (up 2.6% from 3Q 2024). Net income: CN¥127.6m (up CN¥179.7m from 3Q 2024). Profit margin: 1.9% (up from net loss in 3Q 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Oct 14Transfar Zhilian Co., Ltd. Approves Interim Cash Dividend for 2025Transfar Zhilian Co., Ltd. at its Extraordinary General Meeting of 2025 on 10 October 2025, approved interim Cash dividend/10 shares (tax included): CNY 0.500000000 for 2025.お知らせ • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Transfar Zhilian Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025Major Estimate Revision • Sep 01Consensus EPS estimates increase by 44%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥27.6b to CN¥28.7b. EPS estimate increased from CN¥0.195 to CN¥0.28 per share. Net income forecast to grow 123% next year vs 47% growth forecast for Chemicals industry in China. Consensus price target up from CN¥5.62 to CN¥6.95. Share price was steady at CN¥6.18 over the past week.New Risk • Aug 27New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 8.9% 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 (8.9% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.043 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.11 (up from CN¥0.043 in 2Q 2024). Revenue: CN¥6.20b (down 5.1% from 2Q 2024). Net income: CN¥312.3m (up 162% from 2Q 2024). Profit margin: 5.0% (up from 1.8% in 2Q 2024). Revenue is forecast to grow 8.0% 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 71 percentage points per year, which is a significant difference in performance.お知らせ • Jul 02Transfar Zhilian Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Transfar Zhilian Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • May 22Transfar Zhilian Co., Ltd. Approves Cash Dividend for 2024Transfar Zhilian Co., Ltd. at its Annual General Meeting of 2024 on 20 May 2025, approved Cash dividend (tax included): CNY 1.00000000 per ten shares for 2024.お知らせ • Apr 23Transfar Zhilian Co., Ltd. Proposes Final Cash Dividend for the Year 2024Transfar Zhilian Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2024.Board Change • Apr 22Less 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 Jin Chen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 22Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.05 (down from CN¥0.21 in FY 2023). Revenue: CN¥26.7b (down 21% from FY 2023). Net income: CN¥151.7m (down 74% from FY 2023). Profit margin: 0.6% (down from 1.8% in FY 2023). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 57%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Apr 22Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Transfar Zhilian Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025分析記事 • Feb 17Even With A 31% Surge, Cautious Investors Are Not Rewarding Transfar Zhilian Co., Ltd.'s (SZSE:002010) Performance CompletelyTransfar Zhilian Co., Ltd. ( SZSE:002010 ) shares have had a really impressive month, gaining 31% after a shaky period...Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥5.68, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 23% over the past three years.分析記事 • Feb 08Transfar Zhilian (SZSE:002010) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Dec 31Is Transfar Zhilian (SZSE:002010) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025分析記事 • Dec 02Sentiment Still Eluding Transfar Zhilian Co., Ltd. (SZSE:002010)It's not a stretch to say that Transfar Zhilian Co., Ltd.'s ( SZSE:002010 ) price-to-earnings (or "P/E") ratio of 34.9x...Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.09, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 33% over the past three years.分析記事 • Nov 04Transfar Zhilian's (SZSE:002010) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Transfar Zhilian Co., Ltd.'s ( SZSE:002010 ) latest earnings release. We did some...New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 62x cash flows per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).お知らせ • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Transfar Zhilian Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥4.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years.分析記事 • Sep 26Investors Could Be Concerned With Transfar Zhilian's (SZSE:002010) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • Aug 02Investors Don't See Light At End Of Transfar Zhilian Co., Ltd.'s (SZSE:002010) TunnelTransfar Zhilian Co., Ltd.'s ( SZSE:002010 ) price-to-earnings (or "P/E") ratio of 15.3x might make it look like a buy...お知らせ • Jun 29Transfar Zhilian Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Transfar Zhilian Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024分析記事 • Jun 19Transfar Zhilian (SZSE:002010) Is Paying Out A Dividend Of CN¥0.10Transfar Zhilian Co., Ltd.'s ( SZSE:002010 ) investors are due to receive a payment of CN¥0.10 per share on 24th of...Declared Dividend • Jun 19Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 24th June 2024 Payment date: 24th June 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Apr 29Transfar Zhilian's (SZSE:002010) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Transfar Zhilian Co., Ltd. ( SZSE:002010 ) last week didn't sink the stock...Reported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.26 in FY 2022)Full year 2023 results: EPS: CN¥0.21 (down from CN¥0.26 in FY 2022). Revenue: CN¥33.6b (down 9.1% from FY 2022). Net income: CN¥590.9m (down 21% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China分析記事 • Apr 12Transfar Zhilian Co., Ltd.'s (SZSE:002010) Prospects Need A Boost To Lift SharesWith a price-to-earnings (or "P/E") ratio of 15.8x Transfar Zhilian Co., Ltd. ( SZSE:002010 ) may be sending bullish...お知らせ • Mar 30Transfar Zhilian Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Transfar Zhilian Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024分析記事 • Mar 05Transfar Zhilian (SZSE:002010) Has No Shortage Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥4.65, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 25x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.お知らせ • Dec 29Transfar Zhilian Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.051 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.051 in 3Q 2022). Revenue: CN¥8.90b (down 9.3% from 3Q 2022). Net income: CN¥120.1m (down 23% from 3Q 2022). Profit margin: 1.3% (down from 1.6% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.073 (vs CN¥0.098 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.073 (down from CN¥0.098 in 2Q 2022). Revenue: CN¥8.64b (down 15% from 2Q 2022). Net income: CN¥207.6m (down 30% from 2Q 2022). Profit margin: 2.4% (down from 2.9% in 2Q 2022). 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 14Transfar Zhilian Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 19, 2023Transfar Zhilian Co., Ltd. announced final cash dividend of CNY 1.00 per 10 shares on A shares for the year 2022. Record date is June 16, 2023, Ex-Date is June 19, 2023 and Payment Date is June 19, 2023.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.72 in FY 2021)Full year 2022 results: EPS: CN¥0.26 (down from CN¥0.72 in FY 2021). Revenue: CN¥37.0b (up 4.2% from FY 2021). Net income: CN¥744.8m (down 67% from FY 2021). Profit margin: 2.0% (down from 6.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥6.23, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 7.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.59 per share.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Jin Guo Xin was the last independent director to join the board, commencing their role in 2019. 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 25Third quarter 2022 earnings released: EPS: CN¥0.051 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.051 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥9.81b (up 4.8% from 3Q 2021). Net income: CN¥156.7m (down 60% from 3Q 2021). Profit margin: 1.6% (down from 4.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from CN¥0.70 to CN¥0.80. Revenue forecast unchanged at CN¥41.3b. Net income forecast to grow 5.5% next year vs 37% growth forecast for Chemicals industry in China. Consensus price target broadly unchanged at CN¥6.51. Share price fell 2.2% to CN¥5.71 over the past week.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.13 in 2Q 2021). Revenue: CN¥10.1b (up 14% from 2Q 2021). Net income: CN¥296.3m (down 27% from 2Q 2021). Profit margin: 2.9% (down from 4.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 21%, compared to a 42% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jun 23Transfar Zhilian Announces 2021 Final Profit Distribution PlanTransfar Zhilian Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares). Cash dividend/10 shares (tax included) of CNY 1.00000000. Record date: 24 June 2022. Ex-date: 27 June 2022. Payment date: 27 June 2022.お知らせ • May 24Transfar Zhilian Co., Ltd. Approves Final Cash Dividend for the Year 2021Transfar Zhilian Co., Ltd. approved final cash dividend of CNY 1.00000000 per 10 shares (tax included) for the year 2021, at its Annual General Meeting of 2021 held on 20 May 2022.Price Target Changed • May 20Price target decreased to CN¥6.63Down from CN¥8.46, the current price target is an average from 3 analysts. New target price is 5.7% above last closing price of CN¥6.27. Stock is down 2.6% over the past year. The company is forecast to post earnings per share of CN¥0.70 for next year compared to CN¥0.72 last year.Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥6.34, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 10.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.99 per share.お知らせ • Apr 27Transfar Zhilian Co., Ltd. Proposes Final Dividend for the Year 2021Transfar Zhilian Co., Ltd. proposed final cash dividend of CNY 1.00000000 per 10 shares (tax included) for the year 2021.Price Target Changed • Apr 27Price target increased to CN¥10.50Up from CN¥8.46, the current price target is an average from 2 analysts. New target price is 74% above last closing price of CN¥6.05. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of CN¥0.69 for next year compared to CN¥0.72 last year.Reported Earnings • Apr 27Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CN¥0.72 (up from CN¥0.47 in FY 2020). Revenue: CN¥35.5b (up 64% from FY 2020). Net income: CN¥2.25b (up 48% from FY 2020). Profit margin: 6.3% (down from 7.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 31%. Over the next year, revenue is forecast to grow 21%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥9.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.06 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥9.36b (up 62% from 3Q 2020). Net income: CN¥390.1m (up 116% from 3Q 2020). Profit margin: 4.2% (up from 3.1% 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 25% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥8.33, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 8.9% over the past three years.Price Target Changed • Sep 03Price target increased to CN¥9.35Up from CN¥8.34, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥9.10. Stock is up 52% over the past year.Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.15 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥8.90b (up 71% from 2Q 2020). Net income: CN¥406.6m (down 13% from 2Q 2020). Profit margin: 4.6% (down from 9.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥7.84, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 30% over the past three years.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.94, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 38% over the past three years.お知らせ • Jun 01Transfar Zhilian Co., Ltd. Approves Cash Dividend/10 SharesTransfar Zhilian Co., Ltd. at its AGM held on May 28, 2021 approved the Cash dividend/10 shares (tax included): CNY 1.00000000.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.042 (vs CN¥0.005 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥7.10b (up 98% from 1Q 2020). Net income: CN¥139.8m (up CN¥124.7m from 1Q 2020). Profit margin: 2.0% (up from 0.4% 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 37% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥6.28, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 35x in the Chemicals industry in China. Total loss to shareholders of 64% over the past three years.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.29, the stock is trading at a trailing P/E ratio of 16.2x, up from the previous P/E ratio of 13.9x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 54%.お知らせ • Mar 09Transfar Zhilian Co., Ltd. to Report Fiscal Year 2020 Results on Apr 20, 2021Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2020 results on Apr 20, 2021Analyst Estimate Surprise Post Earnings • Mar 04Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 10%, compared to a 51% growth forecast for the Chemicals industry in China.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.49 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥21.9b (up 8.0% from FY 2019). Net income: CN¥1.47b (down 8.5% from FY 2019). Profit margin: 6.7% (down from 7.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 18New 90-day high: CN¥6.42The company is up 15% from its price of CN¥5.60 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.53 per share.Is New 90 Day High Low • Jan 26New 90-day high: CN¥5.82The company is up 4.0% from its price of CN¥5.61 on 28 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.53 per share.Is New 90 Day High Low • Dec 28New 90-day low: CN¥4.59The company is down 21% from its price of CN¥5.80 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.38 per share.Is New 90 Day High Low • Dec 10New 90-day low: CN¥5.23The company is down 12% from its price of CN¥5.96 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.39 per share.Is New 90 Day High Low • Oct 21New 90-day low: CN¥5.59The company is down 6.0% from its price of CN¥5.94 on 23 July 2020. The Chinese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.20 per share.Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.44b, up 16% from the prior year. Total revenue was CN¥19.6b over the last 12 months, up 9.9% from the prior year.お知らせ • Oct 16Transfar Zhilian Co., Ltd. to Report Q3, 2020 Results on Oct 20, 2020Transfar Zhilian Co., Ltd. announced that they will report Q3, 2020 results on Oct 20, 2020お知らせ • Oct 02Transfar Zhilian Co., Ltd. (SZSE:002010) agreed to acquire an additional 4.58% stake in Transfar Logistics Group Co., Ltd. from ICBC Financial Asset Investment Co., Ltd. for CNY 1 billion.Transfar Zhilian Co., Ltd. (SZSE:002010) agreed to acquire an additional 4.58% stake in Transfar Logistics Group Co., Ltd. from ICBC Financial Asset Investment Co., Ltd. for CNY 1 billion on September 27, 2020. Post completion, Transfar Zhilian will own 94.12% stake in Transfar Logistics Group. Transfar Logistics Group had total assets of CNY 23.9 billion as of June 30, 2020. Transfar Logistics Group had revenue of CNY 15.1 billion, operating profit of CNY 1.3 billion and net profit of CNY 1 billion for the year ended December 31, 2019. On September 27, 2020, the 5th session of Transfar Zhilian's 7th Directorate approved the transaction.株主還元002010CN TransportationCN 市場7D8.5%2.2%-3.9%1Y-20.4%-20.8%7.3%株主還元を見る業界別リターン: 002010過去 1 年間で-20.8 % のリターンをもたらしたCN Transportation業界と一致しました。リターン対市場: 002010は、過去 1 年間で7.3 % のリターンを上げたCN市場を下回りました。価格変動Is 002010's price volatile compared to industry and market?002010 volatility002010 Average Weekly Movement4.0%Transportation Industry Average Movement5.5%Market Average Movement7.4%10% most volatile stocks in CN Market12.6%10% least volatile stocks in CN Market4.4%安定した株価: 002010 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 002010の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイトn/a4,731Jiahai Zhouwww.transfarzl.comTransfar Zhilian Co., Ltd.は中国で化学品とロジスティクスのビジネスに従事している。パノラマ配送、キャパシティプール構築、輸送会社管理、コンプライアンス決済などのビジュアル配送サービス、LTL取引プラットフォーム、拠点・地域・共有倉庫管理サービス、製造会社、商業会社、物流会社、トラック運転手などのための高速道路港湾都市物流、自動車アフターサービス、石油製品、石油カード販売などの付加価値サービス、決済金融サービスなどを提供している。また、ブタジエンゴムの製造・販売、化学製品、皮革、化学繊維油の販売も行っている。同社は以前、浙江トランスファー有限公司として知られていたが、2016年11月にトランスファー志聯有限公司に社名を変更した。Transfar Zhilian Co,Ltd.は2001年に法人化され、中国の杭州を拠点としている。Transfar Zhilian Co., Ltd.はTransfar Group Co., Ltd.の子会社である。もっと見るTransfar Zhilian Co., Ltd. 基礎のまとめTransfar Zhilian の収益と売上を時価総額と比較するとどうか。002010 基礎統計学時価総額CN¥13.24b収益（TTM）CN¥658.97m売上高(TTM)CN¥23.02b20.3xPER（株価収益率0.6xP/Sレシオ002010 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002010 損益計算書（TTM）収益CN¥23.02b売上原価CN¥19.27b売上総利益CN¥3.75bその他の費用CN¥3.09b収益CN¥658.97m直近の収益報告Mar 31, 2026次回決算日Aug 28, 2026一株当たり利益（EPS）0.24グロス・マージン16.30%純利益率2.86%有利子負債／自己資本比率69.6%002010 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.1%現在の配当利回り63%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/31 11:55終値2026/07/31 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Transfar Zhilian 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。5 アナリスト機関Nan YuHaitong International Research LimitedXiaofeng ShenHuatai ResearchPin Hui WangIndustrial Securities Co. Ltd.2 その他のアナリストを表示
お知らせ • Jun 30Transfar Zhilian Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026Transfar Zhilian Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026
New Risk • Apr 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% 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: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (114% cash payout ratio). Shareholders have been diluted in the past year (20% increase in shares outstanding).
Reported Earnings • Apr 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.21 (up from CN¥0.055 in FY 2024). Revenue: CN¥25.1b (down 6.1% from FY 2024). Net income: CN¥589.7m (up 289% from FY 2024). Profit margin: 2.3% (up from 0.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 1.8% 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 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Apr 20Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
お知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Transfar Zhilian Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026
お知らせ • Jun 30Transfar Zhilian Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026Transfar Zhilian Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026
New Risk • Apr 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% 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: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (114% cash payout ratio). Shareholders have been diluted in the past year (20% increase in shares outstanding).
Reported Earnings • Apr 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.21 (up from CN¥0.055 in FY 2024). Revenue: CN¥25.1b (down 6.1% from FY 2024). Net income: CN¥589.7m (up 289% from FY 2024). Profit margin: 2.3% (up from 0.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 1.8% 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 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Apr 20Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
お知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Transfar Zhilian Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.046 (vs CN¥0.019 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.046 (up from CN¥0.019 loss in 3Q 2024). Revenue: CN¥6.62b (up 2.6% from 3Q 2024). Net income: CN¥127.6m (up CN¥179.7m from 3Q 2024). Profit margin: 1.9% (up from net loss in 3Q 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Oct 14Transfar Zhilian Co., Ltd. Approves Interim Cash Dividend for 2025Transfar Zhilian Co., Ltd. at its Extraordinary General Meeting of 2025 on 10 October 2025, approved interim Cash dividend/10 shares (tax included): CNY 0.500000000 for 2025.
お知らせ • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Transfar Zhilian Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
Major Estimate Revision • Sep 01Consensus EPS estimates increase by 44%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥27.6b to CN¥28.7b. EPS estimate increased from CN¥0.195 to CN¥0.28 per share. Net income forecast to grow 123% next year vs 47% growth forecast for Chemicals industry in China. Consensus price target up from CN¥5.62 to CN¥6.95. Share price was steady at CN¥6.18 over the past week.
New Risk • Aug 27New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 8.9% 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 (8.9% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.043 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.11 (up from CN¥0.043 in 2Q 2024). Revenue: CN¥6.20b (down 5.1% from 2Q 2024). Net income: CN¥312.3m (up 162% from 2Q 2024). Profit margin: 5.0% (up from 1.8% in 2Q 2024). Revenue is forecast to grow 8.0% 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 71 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 02Transfar Zhilian Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Transfar Zhilian Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • May 22Transfar Zhilian Co., Ltd. Approves Cash Dividend for 2024Transfar Zhilian Co., Ltd. at its Annual General Meeting of 2024 on 20 May 2025, approved Cash dividend (tax included): CNY 1.00000000 per ten shares for 2024.
お知らせ • Apr 23Transfar Zhilian Co., Ltd. Proposes Final Cash Dividend for the Year 2024Transfar Zhilian Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2024.
Board Change • Apr 22Less 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 Jin Chen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 22Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.05 (down from CN¥0.21 in FY 2023). Revenue: CN¥26.7b (down 21% from FY 2023). Net income: CN¥151.7m (down 74% from FY 2023). Profit margin: 0.6% (down from 1.8% in FY 2023). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 57%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 22Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
お知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Transfar Zhilian Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
分析記事 • Feb 17Even With A 31% Surge, Cautious Investors Are Not Rewarding Transfar Zhilian Co., Ltd.'s (SZSE:002010) Performance CompletelyTransfar Zhilian Co., Ltd. ( SZSE:002010 ) shares have had a really impressive month, gaining 31% after a shaky period...
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥5.68, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 23% over the past three years.
分析記事 • Feb 08Transfar Zhilian (SZSE:002010) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 • Dec 31Is Transfar Zhilian (SZSE:002010) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025
分析記事 • Dec 02Sentiment Still Eluding Transfar Zhilian Co., Ltd. (SZSE:002010)It's not a stretch to say that Transfar Zhilian Co., Ltd.'s ( SZSE:002010 ) price-to-earnings (or "P/E") ratio of 34.9x...
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.09, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 33% over the past three years.
分析記事 • Nov 04Transfar Zhilian's (SZSE:002010) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Transfar Zhilian Co., Ltd.'s ( SZSE:002010 ) latest earnings release. We did some...
New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 62x cash flows per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
お知らせ • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Transfar Zhilian Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥4.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years.
分析記事 • Sep 26Investors Could Be Concerned With Transfar Zhilian's (SZSE:002010) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
分析記事 • Aug 02Investors Don't See Light At End Of Transfar Zhilian Co., Ltd.'s (SZSE:002010) TunnelTransfar Zhilian Co., Ltd.'s ( SZSE:002010 ) price-to-earnings (or "P/E") ratio of 15.3x might make it look like a buy...
お知らせ • Jun 29Transfar Zhilian Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Transfar Zhilian Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
分析記事 • Jun 19Transfar Zhilian (SZSE:002010) Is Paying Out A Dividend Of CN¥0.10Transfar Zhilian Co., Ltd.'s ( SZSE:002010 ) investors are due to receive a payment of CN¥0.10 per share on 24th of...
Declared Dividend • Jun 19Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 24th June 2024 Payment date: 24th June 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 29Transfar Zhilian's (SZSE:002010) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Transfar Zhilian Co., Ltd. ( SZSE:002010 ) last week didn't sink the stock...
Reported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.26 in FY 2022)Full year 2023 results: EPS: CN¥0.21 (down from CN¥0.26 in FY 2022). Revenue: CN¥33.6b (down 9.1% from FY 2022). Net income: CN¥590.9m (down 21% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
分析記事 • Apr 12Transfar Zhilian Co., Ltd.'s (SZSE:002010) Prospects Need A Boost To Lift SharesWith a price-to-earnings (or "P/E") ratio of 15.8x Transfar Zhilian Co., Ltd. ( SZSE:002010 ) may be sending bullish...
お知らせ • Mar 30Transfar Zhilian Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Transfar Zhilian Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
分析記事 • Mar 05Transfar Zhilian (SZSE:002010) Has No Shortage Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥4.65, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 25x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.
お知らせ • Dec 29Transfar Zhilian Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.051 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.051 in 3Q 2022). Revenue: CN¥8.90b (down 9.3% from 3Q 2022). Net income: CN¥120.1m (down 23% from 3Q 2022). Profit margin: 1.3% (down from 1.6% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.073 (vs CN¥0.098 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.073 (down from CN¥0.098 in 2Q 2022). Revenue: CN¥8.64b (down 15% from 2Q 2022). Net income: CN¥207.6m (down 30% from 2Q 2022). Profit margin: 2.4% (down from 2.9% in 2Q 2022). 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 14Transfar Zhilian Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 19, 2023Transfar Zhilian Co., Ltd. announced final cash dividend of CNY 1.00 per 10 shares on A shares for the year 2022. Record date is June 16, 2023, Ex-Date is June 19, 2023 and Payment Date is June 19, 2023.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.72 in FY 2021)Full year 2022 results: EPS: CN¥0.26 (down from CN¥0.72 in FY 2021). Revenue: CN¥37.0b (up 4.2% from FY 2021). Net income: CN¥744.8m (down 67% from FY 2021). Profit margin: 2.0% (down from 6.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥6.23, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 7.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.59 per share.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Jin Guo Xin was the last independent director to join the board, commencing their role in 2019. 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 25Third quarter 2022 earnings released: EPS: CN¥0.051 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.051 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥9.81b (up 4.8% from 3Q 2021). Net income: CN¥156.7m (down 60% from 3Q 2021). Profit margin: 1.6% (down from 4.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from CN¥0.70 to CN¥0.80. Revenue forecast unchanged at CN¥41.3b. Net income forecast to grow 5.5% next year vs 37% growth forecast for Chemicals industry in China. Consensus price target broadly unchanged at CN¥6.51. Share price fell 2.2% to CN¥5.71 over the past week.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.13 in 2Q 2021). Revenue: CN¥10.1b (up 14% from 2Q 2021). Net income: CN¥296.3m (down 27% from 2Q 2021). Profit margin: 2.9% (down from 4.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 21%, compared to a 42% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jun 23Transfar Zhilian Announces 2021 Final Profit Distribution PlanTransfar Zhilian Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares). Cash dividend/10 shares (tax included) of CNY 1.00000000. Record date: 24 June 2022. Ex-date: 27 June 2022. Payment date: 27 June 2022.
お知らせ • May 24Transfar Zhilian Co., Ltd. Approves Final Cash Dividend for the Year 2021Transfar Zhilian Co., Ltd. approved final cash dividend of CNY 1.00000000 per 10 shares (tax included) for the year 2021, at its Annual General Meeting of 2021 held on 20 May 2022.
Price Target Changed • May 20Price target decreased to CN¥6.63Down from CN¥8.46, the current price target is an average from 3 analysts. New target price is 5.7% above last closing price of CN¥6.27. Stock is down 2.6% over the past year. The company is forecast to post earnings per share of CN¥0.70 for next year compared to CN¥0.72 last year.
Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥6.34, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 10.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.99 per share.
お知らせ • Apr 27Transfar Zhilian Co., Ltd. Proposes Final Dividend for the Year 2021Transfar Zhilian Co., Ltd. proposed final cash dividend of CNY 1.00000000 per 10 shares (tax included) for the year 2021.
Price Target Changed • Apr 27Price target increased to CN¥10.50Up from CN¥8.46, the current price target is an average from 2 analysts. New target price is 74% above last closing price of CN¥6.05. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of CN¥0.69 for next year compared to CN¥0.72 last year.
Reported Earnings • Apr 27Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CN¥0.72 (up from CN¥0.47 in FY 2020). Revenue: CN¥35.5b (up 64% from FY 2020). Net income: CN¥2.25b (up 48% from FY 2020). Profit margin: 6.3% (down from 7.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 31%. Over the next year, revenue is forecast to grow 21%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥9.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.06 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥9.36b (up 62% from 3Q 2020). Net income: CN¥390.1m (up 116% from 3Q 2020). Profit margin: 4.2% (up from 3.1% 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 25% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥8.33, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 8.9% over the past three years.
Price Target Changed • Sep 03Price target increased to CN¥9.35Up from CN¥8.34, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥9.10. Stock is up 52% over the past year.
Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.15 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥8.90b (up 71% from 2Q 2020). Net income: CN¥406.6m (down 13% from 2Q 2020). Profit margin: 4.6% (down from 9.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥7.84, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 30% over the past three years.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.94, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 38% over the past three years.
お知らせ • Jun 01Transfar Zhilian Co., Ltd. Approves Cash Dividend/10 SharesTransfar Zhilian Co., Ltd. at its AGM held on May 28, 2021 approved the Cash dividend/10 shares (tax included): CNY 1.00000000.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.042 (vs CN¥0.005 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥7.10b (up 98% from 1Q 2020). Net income: CN¥139.8m (up CN¥124.7m from 1Q 2020). Profit margin: 2.0% (up from 0.4% 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 37% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥6.28, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 35x in the Chemicals industry in China. Total loss to shareholders of 64% over the past three years.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.29, the stock is trading at a trailing P/E ratio of 16.2x, up from the previous P/E ratio of 13.9x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 54%.
お知らせ • Mar 09Transfar Zhilian Co., Ltd. to Report Fiscal Year 2020 Results on Apr 20, 2021Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2020 results on Apr 20, 2021
Analyst Estimate Surprise Post Earnings • Mar 04Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 10%, compared to a 51% growth forecast for the Chemicals industry in China.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.49 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥21.9b (up 8.0% from FY 2019). Net income: CN¥1.47b (down 8.5% from FY 2019). Profit margin: 6.7% (down from 7.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 18New 90-day high: CN¥6.42The company is up 15% from its price of CN¥5.60 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.53 per share.
Is New 90 Day High Low • Jan 26New 90-day high: CN¥5.82The company is up 4.0% from its price of CN¥5.61 on 28 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.53 per share.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥4.59The company is down 21% from its price of CN¥5.80 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.38 per share.
Is New 90 Day High Low • Dec 10New 90-day low: CN¥5.23The company is down 12% from its price of CN¥5.96 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.39 per share.
Is New 90 Day High Low • Oct 21New 90-day low: CN¥5.59The company is down 6.0% from its price of CN¥5.94 on 23 July 2020. The Chinese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.20 per share.
Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.44b, up 16% from the prior year. Total revenue was CN¥19.6b over the last 12 months, up 9.9% from the prior year.
お知らせ • Oct 16Transfar Zhilian Co., Ltd. to Report Q3, 2020 Results on Oct 20, 2020Transfar Zhilian Co., Ltd. announced that they will report Q3, 2020 results on Oct 20, 2020
お知らせ • Oct 02Transfar Zhilian Co., Ltd. (SZSE:002010) agreed to acquire an additional 4.58% stake in Transfar Logistics Group Co., Ltd. from ICBC Financial Asset Investment Co., Ltd. for CNY 1 billion.Transfar Zhilian Co., Ltd. (SZSE:002010) agreed to acquire an additional 4.58% stake in Transfar Logistics Group Co., Ltd. from ICBC Financial Asset Investment Co., Ltd. for CNY 1 billion on September 27, 2020. Post completion, Transfar Zhilian will own 94.12% stake in Transfar Logistics Group. Transfar Logistics Group had total assets of CNY 23.9 billion as of June 30, 2020. Transfar Logistics Group had revenue of CNY 15.1 billion, operating profit of CNY 1.3 billion and net profit of CNY 1 billion for the year ended December 31, 2019. On September 27, 2020, the 5th session of Transfar Zhilian's 7th Directorate approved the transaction.
