View ValuationLuyang Energy-Saving Materials 将来の成長Future 基準チェック /06現在、 Luyang Energy-Saving Materialsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長30.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジLow最終更新日07 Mar 2026今後の成長に関する最新情報Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.87b to CN¥3.56b. EPS estimate also fell from CN¥1.12 per share to CN¥0.96 per share. Net income forecast to grow 13% next year vs 46% growth forecast for Chemicals industry in China. Consensus price target down from CN¥16.90 to CN¥13.60. Share price fell 3.7% to CN¥10.17 over the past week.分析記事 • Sep 02Luyang Energy-Saving Materials Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedLuyang Energy-Saving Materials Co., Ltd. ( SZSE:002088 ) shareholders are probably feeling a little disappointed, since...Price Target Changed • Sep 13Price target decreased by 20% to CN¥27.28Down from CN¥34.01, the current price target is an average from 2 analysts. New target price is 68% above last closing price of CN¥16.25. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥1.15 last year.Price Target Changed • Nov 16Price target increased to CN¥38.01Up from CN¥13.81, the current price target is provided by 1 analyst. New target price is 69% above last closing price of CN¥22.51. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of CN¥1.23 for next year compared to CN¥1.06 last year.すべての更新を表示Recent updatesNew Risk • Apr 29New major risk - Revenue and earnings growthEarnings have declined by 9.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 171% Cash payout ratio: 179% Earnings have declined by 9.8% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (1.7% net profit margin).Reported Earnings • Apr 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.08 (down from CN¥0.94 in FY 2024). Revenue: CN¥2.48b (down 30% from FY 2024). Net income: CN¥42.9m (down 91% from FY 2024). Profit margin: 1.7% (down from 14% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 30%. Earnings per share (EPS) also missed analyst estimates by 92%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Apr 29Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong Chinaお知らせ • Mar 31Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥12.49, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 27x in the Chemicals industry in China. Total loss to shareholders of 36% over the past three years.お知らせ • Dec 31Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026Board Change • Nov 04High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director William Kaz Piotrowski was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 01Luyang Energy-Saving Materials Co., Ltd. Announces Board ElectionsLuyang Energy-Saving Materials Co., Ltd. at its Extraordinary General Meeting of 2025 held on 30 October 2025, approved the election Jason Daniel Merszei, Martin Paul Melhorn and William Kaz Piotrowski as non-independent directors. The company approved Su Liyun and Jiang Hong as independent director.Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.052 (vs CN¥0.27 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.052 (down from CN¥0.27 in 3Q 2024). Revenue: CN¥600.6m (down 35% from 3Q 2024). Net income: CN¥26.8m (down 80% from 3Q 2024). Profit margin: 4.5% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% 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 18% per year whereas the company’s share price has fallen by 17% per year.お知らせ • Sep 30Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025New Risk • Sep 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 118% Cash payout ratio: 122% Dividend yield: 6.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • Jul 02Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025Declared Dividend • Jun 11Dividend of CN¥0.80 announcedDividend of CN¥0.80 is the same as last year. Ex-date: 13th June 2025 Payment date: 13th June 2025 Dividend yield will be 6.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (108% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 02First quarter 2025 earnings released: EPS: CN¥0.12 (vs CN¥0.16 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.12 (down from CN¥0.16 in 1Q 2024). Revenue: CN¥542.2m (down 23% from 1Q 2024). Net income: CN¥60.0m (down 27% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 10% 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, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 28Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong Chinaお知らせ • Mar 31Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025お知らせ • Dec 31Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.28 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.28 in 3Q 2023). Revenue: CN¥926.8m (up 13% from 3Q 2023). Net income: CN¥134.8m (down 5.7% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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, earnings per share has fallen by 7% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥11.19, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share.お知らせ • Sep 30Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥11.47, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.87b to CN¥3.56b. EPS estimate also fell from CN¥1.12 per share to CN¥0.96 per share. Net income forecast to grow 13% next year vs 46% growth forecast for Chemicals industry in China. Consensus price target down from CN¥16.90 to CN¥13.60. Share price fell 3.7% to CN¥10.17 over the past week.分析記事 • Sep 02Luyang Energy-Saving Materials Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedLuyang Energy-Saving Materials Co., Ltd. ( SZSE:002088 ) shareholders are probably feeling a little disappointed, since...Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.30 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.24 (down from CN¥0.30 in 2Q 2023). Revenue: CN¥912.5m (up 2.4% from 2Q 2023). Net income: CN¥124.5m (down 16% from 2Q 2023). Profit margin: 14% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 5% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Jul 01Now 74% overvaluedOver the last 90 days, the stock has fallen 22% to CN¥12.35. The fair value is estimated to be CN¥7.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.お知らせ • Jun 29Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥12.87. The fair value is estimated to be CN¥16.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.分析記事 • Jun 09Luyang Energy-Saving Materials (SZSE:002088) Will Pay A Dividend Of CN¥0.80Luyang Energy-Saving Materials Co., Ltd.'s ( SZSE:002088 ) investors are due to receive a payment of CN¥0.80 per share...お知らせ • Jun 08Luyang Energy-Saving Materials Co., Ltd. Announces Final Dividend on A Shares for the Year 2023, Payable on 14 June 2024Luyang Energy-Saving Materials Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 8.00000000 on A shares for the year 2023. Record date is 13 June 2024. Ex-date is 14 June 2024. Payment date is 14 June 2024.Declared Dividend • Jun 08Dividend of CN¥0.80 announcedDividend of CN¥0.80 is the same as last year. Ex-date: 14th June 2024 Payment date: 14th June 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. 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.お知らせ • Apr 29Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong ChinaBuy Or Sell Opportunity • Apr 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CN¥12.48. The fair value is estimated to be CN¥15.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.27, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.64 per share.分析記事 • Apr 05A Look At The Intrinsic Value Of Luyang Energy-Saving Materials Co., Ltd. (SZSE:002088)Key Insights The projected fair value for Luyang Energy-Saving Materials is CN¥15.63 based on 2 Stage Free Cash Flow to...お知らせ • Mar 30Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024分析記事 • Mar 18Returns On Capital At Luyang Energy-Saving Materials (SZSE:002088) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...お知らせ • Dec 30Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.29 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28 (down from CN¥0.29 in 3Q 2022). Revenue: CN¥821.9m (down 4.5% from 3Q 2022). Net income: CN¥142.9m (down 2.5% from 3Q 2022). Profit margin: 17% (in line with 3Q 2022). Revenue is forecast to grow 12% 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 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Oct 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Qing Bin Zhu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Sep 13Price target decreased by 20% to CN¥27.28Down from CN¥34.01, the current price target is an average from 2 analysts. New target price is 68% above last closing price of CN¥16.25. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥1.15 last year.Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.39 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.30 (down from CN¥0.39 in 2Q 2022). Revenue: CN¥890.7m (down 5.2% from 2Q 2022). Net income: CN¥148.9m (down 24% from 2Q 2022). Profit margin: 17% (down from 21% in 2Q 2022). Revenue is forecast to grow 14% 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 17% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 01Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2023 Results on Aug 22, 2023Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2023 results on Aug 22, 2023お知らせ • May 23+ 1 more updateLuyang Energy-Saving Materials Co., Ltd. Announces Executive ChangesLuyang Energy-Saving Materials Co., Ltd. at the AGM, the shareholders approved election of non-independent directors, cumulative voting system applicable: John Charles Dandolph Iv; Brian Eldon Walker; Scott Dennis Horrigan; Paul Vallis; Chad David Cannan and Lu Xiaokun. Election of independent directors, cumulative voting system applicable: Hu Mingji; Li Jun; Zhu Qingbin.お知らせ • May 06+ 1 more updateLuyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2023Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2023, at 14:30 China Standard Time. Agenda: To consider 2022 annual report and its summary; to consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider Reappointment of 2023 financial and internal control audit firm; to consider Connected transaction regarding the exclusive distribution agreement on the ceramic fiber products of the Company to be signed with Luyang Unifrax Trading Company Limited; to consider Connected transaction regarding the exclusive distribution agreement on other products of the Company to be signed with Luyang Unifrax Trading Company Limited; and to consider other matters.Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.24 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.19 (down from CN¥0.24 in 1Q 2022). Revenue: CN¥667.3m (up 2.2% from 1Q 2022). Net income: CN¥98.6m (down 19% from 1Q 2022). Profit margin: 15% (down from 19% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% 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 22% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Nov 16Price target increased to CN¥38.01Up from CN¥13.81, the current price target is provided by 1 analyst. New target price is 69% above last closing price of CN¥22.51. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of CN¥1.23 for next year compared to CN¥1.06 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Non-Employee Representative Supervisor Xiaoming Li is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.28 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.29 (up from CN¥0.28 in 3Q 2021). Revenue: CN¥861.0m (up 2.8% from 3Q 2021). Net income: CN¥146.5m (flat on 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 15% 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 26% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.39 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.39 (up from CN¥0.28 in 2Q 2021). Revenue: CN¥940.0m (up 13% from 2Q 2021). Net income: CN¥196.7m (up 36% from 2Q 2021). Profit margin: 21% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, 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 25% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥24.38, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 203% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.09 per share.お知らせ • Jul 06Luyang Energy-Saving Materials Co., Ltd. Announces Cash Dividend for 2021 on A Shares, Payable on 8 July 2022Luyang Energy-Saving Materials Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 7.00000000. Record date: 07 July 2022. Ex-date: 08 July 2022. Payment date: 08 July 2022.お知らせ • Jun 29+ 1 more updateUnifrax Asia-Pacific Holding Limited completed the acquisition of 4.86% stake in Luyang Energy-Saving Materials Co., Ltd. (SZSE:002088).Unifrax Asia-Pacific Holding Limited made the offer to acquire a 24.86% stake in Luyang Energy-Saving Materials Co., Ltd. (SZSE:002088) on May 22, 2022. As a result of transaction, Unifrax Asia-Pacific Holding will hold 53.86% stake in Luyang Energy-Saving Materials Co., Ltd. Unifrax Asia-Pacific Holding Limited completed the acquisition of 4.86% stake in Luyang Energy-Saving Materials Co., Ltd. (SZSE:002088) on June 28, 2022.お知らせ • May 24Luyang Energy-Saving Materials Co., Ltd. Approves Cash Dividend for 2021Luyang Energy-Saving Materials Co., Ltd. at its AGM held on May 20, 2022, approved cash dividend of CNY 7.00000000 per 10 shares (tax included) for 2021.Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.23 in 1Q 2021). Revenue: CN¥653.2m (up 6.7% from 1Q 2021). Net income: CN¥121.6m (up 6.9% from 1Q 2021). Profit margin: 19% (in line with 1Q 2021). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 18%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Supervisor Yonghua Guo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 19+ 1 more updateLuyang Energy-Saving Materials Co., Ltd. Proposes Final Cash Dividend for 2021Luyang Energy-Saving Materials Co., Ltd. proposed final cash dividend (tax included) of CNY 7.00000000 per ten shares for 2021.Reported Earnings • Apr 16Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥14.11, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 78% over the past three years.Buying Opportunity • Apr 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be CN¥20.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.Buying Opportunity • Mar 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be CN¥21.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.Reported Earnings • Feb 21Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 12%, compared to a 46% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.28 (vs CN¥0.20 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥837.6m (up 35% from 3Q 2020). Net income: CN¥146.2m (up 42% from 3Q 2020). Profit margin: 17% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥22.89, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 161% over the past three years.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥31.95, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 209% over the past three years.Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥835.9m (up 52% from 2Q 2020). Net income: CN¥144.5m (up 85% from 2Q 2020). Profit margin: 17% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥23.82, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 118% over the past three years.お知らせ • May 21Luyang Energy-Saving Materials Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2020, Payable on May 26, 2021Luyang Energy-Saving Materials Co., Ltd. announced final cash dividend on A shares of CNY 8.50 per 10 shares (tax included) for the year 2020. The dividend is payable on May 26, 2021 with record date as May 25, 2021 and ex-date as May 26, 2021.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.32 (vs CN¥0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥612.0m (up 82% from 1Q 2020). Net income: CN¥113.7m (up 179% from 1Q 2020). Profit margin: 19% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 11% per year.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥20.95, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 56% over the past three years.Reported Earnings • Mar 31Full year 2020 earnings released: EPS CN¥1.04 (vs CN¥0.96 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥2.33b (up 8.3% from FY 2019). Net income: CN¥370.1m (up 8.8% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥1.04 (vs CN¥0.96 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥2.33b (up 8.3% from FY 2019). Net income: CN¥370.1m (up 8.8% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Analyst Estimate Surprise Post Earnings • Mar 04Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 19%, compared to a 51% growth forecast for the Chemicals industry in China.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥17.62, the stock is trading at a trailing P/E ratio of 19.4x, up from the previous P/E ratio of 16.6x. 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 58%.Is New 90 Day High Low • Mar 01New 90-day high: CN¥16.72The company is up 34% from its price of CN¥12.50 on 01 December 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period.お知らせ • Feb 25Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021Is New 90 Day High Low • Feb 03New 90-day high: CN¥14.13The company is up 26% from its price of CN¥11.18 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improved over the past weekAfter last week's 25% share price gain to CN¥13.83, the stock is trading at a trailing P/E ratio of 15.2x, up from the previous P/E ratio of 12.2x. 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 33%.Is New 90 Day High Low • Jan 11New 90-day low: CN¥10.13The company is down 5.0% from its price of CN¥10.65 on 13 October 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 12% over the same period.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 20% share price gain to CN¥13.33, the stock is trading at a trailing P/E ratio of 14.7x, up from the previous P/E ratio of 12.2x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 7.7%.Is New 90 Day High Low • Nov 09New 90-day high: CN¥11.83The company is up 19% from its price of CN¥9.91 on 11 August 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period.Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.29The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥621.6m (up 37% from 3Q 2019). Net income: CN¥103.3m (up 55% from 3Q 2019). Profit margin: 17% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. 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 9% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 14New 90-day high: CN¥11.32The company is up 20% from its price of CN¥9.47 on 16 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period.Is New 90 Day High Low • Sep 21New 90-day high: CN¥11.01The company is up 24% from its price of CN¥8.86 on 23 June 2020. The Chinese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 23% over the same period.お知らせ • Aug 07Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2020 Results on Aug 26, 2020Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2020 results on Aug 26, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Luyang Energy-Saving Materials は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SZSE:002088 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20263,617552N/A62313/31/20262,367-14241283N/A12/31/20252,48143229275N/A9/30/20252,765242194228N/A6/30/20253,091350337366N/A3/31/20253,373458381443N/A12/31/20243,532480483564N/A9/30/20243,500470332433N/A6/30/20243,448475271401N/A3/31/20243,463488322467N/A12/31/20233,519492193331N/A9/30/20233,644482401583N/A6/30/20233,675489363534N/A3/31/20233,688548448597N/A1/1/20233,585584502649N/A9/30/20223,377595472552N/A6/30/20223,309594442515N/A3/31/20223,205542405447N/A1/1/20223,164534450526N/A9/30/20213,102552400441N/A6/30/20212,886510503565N/A3/31/20212,602443442515N/A12/31/20202,326370402447N/A9/30/20202,168322387473N/A6/30/20201,999285280360N/A3/31/20202,026309156256N/A12/31/20192,147340N/A268N/A9/30/20192,093318N/A209N/A6/30/20192,113332N/A177N/A3/31/20191,991326N/A251N/A12/31/20181,842307N/A231N/A9/30/20181,724305N/A266N/A6/30/20181,702300N/A389N/A3/31/20181,637250N/A383N/A12/31/20171,596214N/A432N/A9/30/20171,472180N/A399N/A6/30/20171,337142N/A358N/A3/31/20171,222114N/A342N/A12/31/20161,190105N/A355N/A9/30/20161,17988N/A256N/A6/30/20161,14470N/A242N/A3/31/20161,15258N/A189N/A12/31/20151,13358N/A161N/A9/30/20151,10861N/A182N/A6/30/20151,11963N/A108N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 002088の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 002088の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 002088の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 002088の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 002088の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002088の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 03:10終値2026/05/26 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Luyang Energy-Saving Materials 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Maoda YangChina International Capital Corporation LimitedXuan WangChina Stock Investment Research Co. Ltd. (GZ500..com)Yalong ChenHuatai Research
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.87b to CN¥3.56b. EPS estimate also fell from CN¥1.12 per share to CN¥0.96 per share. Net income forecast to grow 13% next year vs 46% growth forecast for Chemicals industry in China. Consensus price target down from CN¥16.90 to CN¥13.60. Share price fell 3.7% to CN¥10.17 over the past week.
分析記事 • Sep 02Luyang Energy-Saving Materials Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedLuyang Energy-Saving Materials Co., Ltd. ( SZSE:002088 ) shareholders are probably feeling a little disappointed, since...
Price Target Changed • Sep 13Price target decreased by 20% to CN¥27.28Down from CN¥34.01, the current price target is an average from 2 analysts. New target price is 68% above last closing price of CN¥16.25. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥1.15 last year.
Price Target Changed • Nov 16Price target increased to CN¥38.01Up from CN¥13.81, the current price target is provided by 1 analyst. New target price is 69% above last closing price of CN¥22.51. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of CN¥1.23 for next year compared to CN¥1.06 last year.
New Risk • Apr 29New major risk - Revenue and earnings growthEarnings have declined by 9.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 171% Cash payout ratio: 179% Earnings have declined by 9.8% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (1.7% net profit margin).
Reported Earnings • Apr 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.08 (down from CN¥0.94 in FY 2024). Revenue: CN¥2.48b (down 30% from FY 2024). Net income: CN¥42.9m (down 91% from FY 2024). Profit margin: 1.7% (down from 14% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 30%. Earnings per share (EPS) also missed analyst estimates by 92%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 29Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
お知らせ • Mar 31Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥12.49, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 27x in the Chemicals industry in China. Total loss to shareholders of 36% over the past three years.
お知らせ • Dec 31Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
Board Change • Nov 04High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director William Kaz Piotrowski was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 01Luyang Energy-Saving Materials Co., Ltd. Announces Board ElectionsLuyang Energy-Saving Materials Co., Ltd. at its Extraordinary General Meeting of 2025 held on 30 October 2025, approved the election Jason Daniel Merszei, Martin Paul Melhorn and William Kaz Piotrowski as non-independent directors. The company approved Su Liyun and Jiang Hong as independent director.
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.052 (vs CN¥0.27 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.052 (down from CN¥0.27 in 3Q 2024). Revenue: CN¥600.6m (down 35% from 3Q 2024). Net income: CN¥26.8m (down 80% from 3Q 2024). Profit margin: 4.5% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% 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 18% per year whereas the company’s share price has fallen by 17% per year.
お知らせ • Sep 30Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
New Risk • Sep 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 118% Cash payout ratio: 122% Dividend yield: 6.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Jul 02Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
Declared Dividend • Jun 11Dividend of CN¥0.80 announcedDividend of CN¥0.80 is the same as last year. Ex-date: 13th June 2025 Payment date: 13th June 2025 Dividend yield will be 6.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (108% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: CN¥0.12 (vs CN¥0.16 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.12 (down from CN¥0.16 in 1Q 2024). Revenue: CN¥542.2m (down 23% from 1Q 2024). Net income: CN¥60.0m (down 27% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 10% 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, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 28Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
お知らせ • Mar 31Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
お知らせ • Dec 31Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.28 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.28 in 3Q 2023). Revenue: CN¥926.8m (up 13% from 3Q 2023). Net income: CN¥134.8m (down 5.7% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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, earnings per share has fallen by 7% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥11.19, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share.
お知らせ • Sep 30Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥11.47, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.87b to CN¥3.56b. EPS estimate also fell from CN¥1.12 per share to CN¥0.96 per share. Net income forecast to grow 13% next year vs 46% growth forecast for Chemicals industry in China. Consensus price target down from CN¥16.90 to CN¥13.60. Share price fell 3.7% to CN¥10.17 over the past week.
分析記事 • Sep 02Luyang Energy-Saving Materials Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedLuyang Energy-Saving Materials Co., Ltd. ( SZSE:002088 ) shareholders are probably feeling a little disappointed, since...
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.30 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.24 (down from CN¥0.30 in 2Q 2023). Revenue: CN¥912.5m (up 2.4% from 2Q 2023). Net income: CN¥124.5m (down 16% from 2Q 2023). Profit margin: 14% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 5% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Jul 01Now 74% overvaluedOver the last 90 days, the stock has fallen 22% to CN¥12.35. The fair value is estimated to be CN¥7.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
お知らせ • Jun 29Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥12.87. The fair value is estimated to be CN¥16.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
分析記事 • Jun 09Luyang Energy-Saving Materials (SZSE:002088) Will Pay A Dividend Of CN¥0.80Luyang Energy-Saving Materials Co., Ltd.'s ( SZSE:002088 ) investors are due to receive a payment of CN¥0.80 per share...
お知らせ • Jun 08Luyang Energy-Saving Materials Co., Ltd. Announces Final Dividend on A Shares for the Year 2023, Payable on 14 June 2024Luyang Energy-Saving Materials Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 8.00000000 on A shares for the year 2023. Record date is 13 June 2024. Ex-date is 14 June 2024. Payment date is 14 June 2024.
Declared Dividend • Jun 08Dividend of CN¥0.80 announcedDividend of CN¥0.80 is the same as last year. Ex-date: 14th June 2024 Payment date: 14th June 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. 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.
お知らせ • Apr 29Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
Buy Or Sell Opportunity • Apr 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CN¥12.48. The fair value is estimated to be CN¥15.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.27, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.64 per share.
分析記事 • Apr 05A Look At The Intrinsic Value Of Luyang Energy-Saving Materials Co., Ltd. (SZSE:002088)Key Insights The projected fair value for Luyang Energy-Saving Materials is CN¥15.63 based on 2 Stage Free Cash Flow to...
お知らせ • Mar 30Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
分析記事 • Mar 18Returns On Capital At Luyang Energy-Saving Materials (SZSE:002088) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
お知らせ • Dec 30Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.29 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28 (down from CN¥0.29 in 3Q 2022). Revenue: CN¥821.9m (down 4.5% from 3Q 2022). Net income: CN¥142.9m (down 2.5% from 3Q 2022). Profit margin: 17% (in line with 3Q 2022). Revenue is forecast to grow 12% 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 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Oct 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Qing Bin Zhu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Sep 13Price target decreased by 20% to CN¥27.28Down from CN¥34.01, the current price target is an average from 2 analysts. New target price is 68% above last closing price of CN¥16.25. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥1.15 last year.
Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.39 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.30 (down from CN¥0.39 in 2Q 2022). Revenue: CN¥890.7m (down 5.2% from 2Q 2022). Net income: CN¥148.9m (down 24% from 2Q 2022). Profit margin: 17% (down from 21% in 2Q 2022). Revenue is forecast to grow 14% 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 17% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 01Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2023 Results on Aug 22, 2023Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2023 results on Aug 22, 2023
お知らせ • May 23+ 1 more updateLuyang Energy-Saving Materials Co., Ltd. Announces Executive ChangesLuyang Energy-Saving Materials Co., Ltd. at the AGM, the shareholders approved election of non-independent directors, cumulative voting system applicable: John Charles Dandolph Iv; Brian Eldon Walker; Scott Dennis Horrigan; Paul Vallis; Chad David Cannan and Lu Xiaokun. Election of independent directors, cumulative voting system applicable: Hu Mingji; Li Jun; Zhu Qingbin.
お知らせ • May 06+ 1 more updateLuyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2023Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2023, at 14:30 China Standard Time. Agenda: To consider 2022 annual report and its summary; to consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider Reappointment of 2023 financial and internal control audit firm; to consider Connected transaction regarding the exclusive distribution agreement on the ceramic fiber products of the Company to be signed with Luyang Unifrax Trading Company Limited; to consider Connected transaction regarding the exclusive distribution agreement on other products of the Company to be signed with Luyang Unifrax Trading Company Limited; and to consider other matters.
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.24 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.19 (down from CN¥0.24 in 1Q 2022). Revenue: CN¥667.3m (up 2.2% from 1Q 2022). Net income: CN¥98.6m (down 19% from 1Q 2022). Profit margin: 15% (down from 19% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% 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 22% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Nov 16Price target increased to CN¥38.01Up from CN¥13.81, the current price target is provided by 1 analyst. New target price is 69% above last closing price of CN¥22.51. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of CN¥1.23 for next year compared to CN¥1.06 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Non-Employee Representative Supervisor Xiaoming Li is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.28 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.29 (up from CN¥0.28 in 3Q 2021). Revenue: CN¥861.0m (up 2.8% from 3Q 2021). Net income: CN¥146.5m (flat on 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 15% 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 26% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.39 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.39 (up from CN¥0.28 in 2Q 2021). Revenue: CN¥940.0m (up 13% from 2Q 2021). Net income: CN¥196.7m (up 36% from 2Q 2021). Profit margin: 21% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, 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 25% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥24.38, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 203% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.09 per share.
お知らせ • Jul 06Luyang Energy-Saving Materials Co., Ltd. Announces Cash Dividend for 2021 on A Shares, Payable on 8 July 2022Luyang Energy-Saving Materials Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 7.00000000. Record date: 07 July 2022. Ex-date: 08 July 2022. Payment date: 08 July 2022.
お知らせ • Jun 29+ 1 more updateUnifrax Asia-Pacific Holding Limited completed the acquisition of 4.86% stake in Luyang Energy-Saving Materials Co., Ltd. (SZSE:002088).Unifrax Asia-Pacific Holding Limited made the offer to acquire a 24.86% stake in Luyang Energy-Saving Materials Co., Ltd. (SZSE:002088) on May 22, 2022. As a result of transaction, Unifrax Asia-Pacific Holding will hold 53.86% stake in Luyang Energy-Saving Materials Co., Ltd. Unifrax Asia-Pacific Holding Limited completed the acquisition of 4.86% stake in Luyang Energy-Saving Materials Co., Ltd. (SZSE:002088) on June 28, 2022.
お知らせ • May 24Luyang Energy-Saving Materials Co., Ltd. Approves Cash Dividend for 2021Luyang Energy-Saving Materials Co., Ltd. at its AGM held on May 20, 2022, approved cash dividend of CNY 7.00000000 per 10 shares (tax included) for 2021.
Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.23 in 1Q 2021). Revenue: CN¥653.2m (up 6.7% from 1Q 2021). Net income: CN¥121.6m (up 6.9% from 1Q 2021). Profit margin: 19% (in line with 1Q 2021). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 18%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Supervisor Yonghua Guo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 19+ 1 more updateLuyang Energy-Saving Materials Co., Ltd. Proposes Final Cash Dividend for 2021Luyang Energy-Saving Materials Co., Ltd. proposed final cash dividend (tax included) of CNY 7.00000000 per ten shares for 2021.
Reported Earnings • Apr 16Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥14.11, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 78% over the past three years.
Buying Opportunity • Apr 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be CN¥20.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
Buying Opportunity • Mar 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be CN¥21.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.
Reported Earnings • Feb 21Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 12%, compared to a 46% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.28 (vs CN¥0.20 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥837.6m (up 35% from 3Q 2020). Net income: CN¥146.2m (up 42% from 3Q 2020). Profit margin: 17% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥22.89, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 161% over the past three years.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥31.95, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 209% over the past three years.
Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥835.9m (up 52% from 2Q 2020). Net income: CN¥144.5m (up 85% from 2Q 2020). Profit margin: 17% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥23.82, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 118% over the past three years.
お知らせ • May 21Luyang Energy-Saving Materials Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2020, Payable on May 26, 2021Luyang Energy-Saving Materials Co., Ltd. announced final cash dividend on A shares of CNY 8.50 per 10 shares (tax included) for the year 2020. The dividend is payable on May 26, 2021 with record date as May 25, 2021 and ex-date as May 26, 2021.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.32 (vs CN¥0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥612.0m (up 82% from 1Q 2020). Net income: CN¥113.7m (up 179% from 1Q 2020). Profit margin: 19% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 11% per year.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥20.95, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 56% over the past three years.
Reported Earnings • Mar 31Full year 2020 earnings released: EPS CN¥1.04 (vs CN¥0.96 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥2.33b (up 8.3% from FY 2019). Net income: CN¥370.1m (up 8.8% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥1.04 (vs CN¥0.96 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥2.33b (up 8.3% from FY 2019). Net income: CN¥370.1m (up 8.8% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Analyst Estimate Surprise Post Earnings • Mar 04Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 19%, compared to a 51% growth forecast for the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥17.62, the stock is trading at a trailing P/E ratio of 19.4x, up from the previous P/E ratio of 16.6x. 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 58%.
Is New 90 Day High Low • Mar 01New 90-day high: CN¥16.72The company is up 34% from its price of CN¥12.50 on 01 December 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period.
お知らせ • Feb 25Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021
Is New 90 Day High Low • Feb 03New 90-day high: CN¥14.13The company is up 26% from its price of CN¥11.18 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improved over the past weekAfter last week's 25% share price gain to CN¥13.83, the stock is trading at a trailing P/E ratio of 15.2x, up from the previous P/E ratio of 12.2x. 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 33%.
Is New 90 Day High Low • Jan 11New 90-day low: CN¥10.13The company is down 5.0% from its price of CN¥10.65 on 13 October 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 12% over the same period.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 20% share price gain to CN¥13.33, the stock is trading at a trailing P/E ratio of 14.7x, up from the previous P/E ratio of 12.2x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 7.7%.
Is New 90 Day High Low • Nov 09New 90-day high: CN¥11.83The company is up 19% from its price of CN¥9.91 on 11 August 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is flat over the same period.
Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.29The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥621.6m (up 37% from 3Q 2019). Net income: CN¥103.3m (up 55% from 3Q 2019). Profit margin: 17% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. 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 9% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 14New 90-day high: CN¥11.32The company is up 20% from its price of CN¥9.47 on 16 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Sep 21New 90-day high: CN¥11.01The company is up 24% from its price of CN¥8.86 on 23 June 2020. The Chinese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 23% over the same period.
お知らせ • Aug 07Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2020 Results on Aug 26, 2020Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2020 results on Aug 26, 2020