View ValuationPoly Plastic Masterbatch (SuZhou)Ltd 将来の成長Future 基準チェック /06現在、 Poly Plastic Masterbatch (SuZhou)Ltd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29.6%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None最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥68.12, the stock trades at a trailing P/E ratio of 76.4x. Average trailing P/E is 49x in the Chemicals industry in China. Total returns to shareholders of 339% over the past three years.お知らせ • Apr 24Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, May 15, 2026Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu ChinaReported Earnings • Apr 24Full year 2025 earnings released: EPS: CN¥0.85 (vs CN¥0.65 in FY 2024)Full year 2025 results: EPS: CN¥0.85 (up from CN¥0.65 in FY 2024). Revenue: CN¥1.49b (up 9.0% from FY 2024). Net income: CN¥151.3m (up 33% from FY 2024). Profit margin: 10% (up from 8.4% in FY 2024). The increase in margin was driven by higher revenue. 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 51% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (168% cash payout ratio). Share price has been volatile over the past 3 months (8.6% average weekly change).Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥34.88, the stock trades at a trailing P/E ratio of 44.8x. Average trailing P/E is 47x in the Chemicals industry in China. Total returns to shareholders of 103% over the past three years.お知らせ • Mar 31Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q1, 2026 Results on Apr 27, 2026Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Dec 31Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Fiscal Year 2025 Results on Apr 24, 2026Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report fiscal year 2025 results on Apr 24, 2026Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: CN¥0.24 (vs CN¥0.15 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.24 (up from CN¥0.15 in 3Q 2024). Revenue: CN¥382.0m (up 11% from 3Q 2024). Net income: CN¥42.3m (up 66% from 3Q 2024). Profit margin: 11% (up from 7.4% in 3Q 2024). 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥32.82, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 43x in the Chemicals industry in China. Total returns to shareholders of 111% over the past three years.お知らせ • Sep 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q3, 2025 Results on Oct 24, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q3, 2025 results on Oct 24, 2025Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: CN¥0.21 (vs CN¥0.16 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.21 (up from CN¥0.16 in 2Q 2024). Revenue: CN¥368.0m (up 8.5% from 2Q 2024). Net income: CN¥36.9m (up 25% from 2Q 2024). Profit margin: 10.0% (up from 8.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year and the company’s share price has also increased by 20% per year.お知らせ • Jul 02Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report First Half, 2025 Results on Aug 14, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report first half, 2025 results on Aug 14, 2025New Risk • Jun 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 25%After last week's 25% share price gain to CN¥32.10, the stock trades at a trailing P/E ratio of 49.6x. Average trailing P/E is 37x in the Chemicals industry in China. Total returns to shareholders of 87% over the past three years.お知らせ • Apr 17Poly Plastic Masterbatch (Suzhou) Co.,Ltd Proposes Final Cash Dividend for 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced on 16 April 2025 the profit distribution proposal for 2024 as follows: Final cash dividend per 10 shares (tax included) of CNY 3.00000000.Reported Earnings • Apr 16Full year 2024 earnings released: EPS: CN¥0.65 (vs CN¥0.62 in FY 2023)Full year 2024 results: EPS: CN¥0.65 (up from CN¥0.62 in FY 2023). Revenue: CN¥1.36b (up 14% from FY 2023). Net income: CN¥114.0m (up 15% from FY 2023). Profit margin: 8.4% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.お知らせ • Apr 16Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, May 08, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, May 08, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu ChinaNew Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.1% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (328% cash payout ratio). Share price has been volatile over the past 3 months (8.6% average weekly change).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to CN¥20.94, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 37x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.お知らせ • Mar 31Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q1, 2025 Results on Apr 28, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q1, 2025 results on Apr 28, 2025分析記事 • Jan 03Some Poly Plastic Masterbatch (SuZhou) Co.,Ltd (SZSE:300905) Shareholders Look For Exit As Shares Take 29% PoundingPoly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) shareholders that were waiting for something to happen have...お知らせ • Dec 31Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Fiscal Year 2024 Results on Apr 16, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report fiscal year 2024 results on Apr 16, 2025Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥31.20, the stock trades at a trailing P/E ratio of 52.3x. Average trailing P/E is 37x in the Chemicals industry in China. Total returns to shareholders of 33% over the past three years.Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.19 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.19 in 3Q 2023). Revenue: CN¥345.6m (down 2.3% from 3Q 2023). Net income: CN¥25.5m (down 24% from 3Q 2023). Profit margin: 7.4% (down from 9.5% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥33.65, the stock trades at a trailing P/E ratio of 52.4x. Average trailing P/E is 31x in the Chemicals industry in China. Total returns to shareholders of 39% over the past three years.お知らせ • Sep 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q3, 2024 Results on Oct 23, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q3, 2024 results on Oct 23, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥31.02, the stock trades at a trailing P/E ratio of 48.3x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 23% over the past three years.分析記事 • Sep 27Subdued Growth No Barrier To Poly Plastic Masterbatch (SuZhou) Co.,Ltd (SZSE:300905) With Shares Advancing 25%Poly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) shareholders are no doubt pleased to see that the share price...分析記事 • Sep 04We Think Poly Plastic Masterbatch (SuZhou)Ltd (SZSE:300905) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥25.19, the stock trades at a trailing P/E ratio of 38.9x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 21% over the past three years.New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% 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 Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.16. Revenue: CN¥339.3m (up 19% from 2Q 2023). Net income: CN¥29.6m (up 6.2% from 2Q 2023). Profit margin: 8.7% (down from 9.7% in 2Q 2023). The decrease in margin was driven by higher expenses.お知らせ • Jun 29Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report First Half, 2024 Results on Aug 15, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report first half, 2024 results on Aug 15, 2024Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥43.98, the stock trades at a trailing P/E ratio of 69x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 55% over the past three years.Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥35.00, the stock trades at a trailing P/E ratio of 54.9x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years.分析記事 • Apr 29Poly Plastic Masterbatch (SuZhou)Ltd (SZSE:300905) Has Announced That It Will Be Increasing Its Dividend To CN¥0.50Poly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) has announced that it will be increasing its dividend from...Declared Dividend • Apr 29Dividend increased to CN¥0.50Dividend of CN¥0.50 is 150% higher than last year. Ex-date: 6th May 2024 Payment date: 6th May 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 17% to shift the payout ratio to a potentially unsustainable range, which is more than the 7.3% EPS decline seen over the last 5 years.お知らせ • Apr 27Poly Plastic Masterbatch (SuZhou) Co.,Ltd Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 6 May 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced 2023 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 5.00000000. Record date: 30 April 2024. Ex-date: 06 May 2024. Payment date: 06 May 2024.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.09 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.09 in 1Q 2023). Revenue: CN¥326.5m (up 77% from 1Q 2023). Net income: CN¥25.8m (up 100% from 1Q 2023). Profit margin: 7.9% (up from 7.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.分析記事 • Apr 22There's Reason For Concern Over Poly Plastic Masterbatch (SuZhou) Co.,Ltd's (SZSE:300905) Massive 49% Price JumpThe Poly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) share price has done very well over the last month...Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥17.90, the stock trades at a trailing P/E ratio of 31.7x. Average trailing P/E is 29x in the Chemicals industry in China. Total loss to shareholders of 44% over the past three years.分析記事 • Apr 04Investors Shouldn't Be Too Comfortable With Poly Plastic Masterbatch (SuZhou)Ltd's (SZSE:300905) EarningsDespite posting some strong earnings, the market for Poly Plastic Masterbatch (SuZhou) Co.,Ltd's ( SZSE:300905 ) stock...お知らせ • Mar 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q1, 2024 Results on Apr 24, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q1, 2024 results on Apr 24, 2024お知らせ • Mar 29Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, Apr 19, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, Apr 19, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu ChinaReported Earnings • Mar 12Full year 2023 earnings released: EPS: CN¥0.62 (vs CN¥0.33 in FY 2022)Full year 2023 results: EPS: CN¥0.62 (up from CN¥0.33 in FY 2022). Revenue: CN¥1.20b (up 51% from FY 2022). Net income: CN¥99.5m (up 112% from FY 2022). Profit margin: 8.3% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.分析記事 • Mar 08What Poly Plastic Masterbatch (SuZhou) Co.,Ltd's (SZSE:300905) 37% Share Price Gain Is Not Telling YouPoly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) shareholders are no doubt pleased to see that the share price...New Risk • Feb 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 20% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (22% increase in shares outstanding).Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥13.25, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 52% over the past three years.お知らせ • Dec 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Fiscal Year 2023 Results on Mar 29, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report fiscal year 2023 results on Mar 29, 2024New Risk • Oct 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% 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 Earnings have declined by 20% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (22% increase in shares outstanding).Reported Earnings • Oct 21Third quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.05 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.05 in 3Q 2022). Revenue: CN¥353.7m (up 79% from 3Q 2022). Net income: CN¥33.4m (up 373% from 3Q 2022). Profit margin: 9.5% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue.New Risk • Oct 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.9% average weekly change). Earnings have declined by 24% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.6% net profit margin). Shareholders have been diluted in the past year (22% increase in shares outstanding).お知らせ • Sep 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q3, 2023 Results on Oct 21, 2023Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q3, 2023 results on Oct 21, 2023Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.073 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.073 in 2Q 2022). Revenue: CN¥286.4m (up 43% from 2Q 2022). Net income: CN¥27.9m (up 154% from 2Q 2022). Profit margin: 9.7% (up from 5.5% in 2Q 2022). The increase in margin was driven by higher revenue.お知らせ • Jul 01Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report First Half, 2023 Results on Aug 15, 2023Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report first half, 2023 results on Aug 15, 2023お知らせ • May 06Poly Plastic Masterbatch (SuZhou) Co.,Ltd Announces Implementation of Final Cash Dividend for 2022, Payable on 09 May 2023Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced implementation of final cash dividend (tax included) of CNY 2.00000000 per 10 A shares for 2022. Record date is 08 May 2023 with Ex-date on 09 May 2023 and Payment date on 09 May 2023. Net cash dividend/10 shares after tax: CNY 1.80000000 (CNY 2.00000000 - CNY 0.20000000).Reported Earnings • Mar 31Full year 2022 earnings released: EPS: CN¥0.33 (vs CN¥0.72 in FY 2021)Full year 2022 results: EPS: CN¥0.33 (down from CN¥0.72 in FY 2021). Revenue: CN¥791.8m (up 2.5% from FY 2021). Net income: CN¥46.9m (down 55% from FY 2021). Profit margin: 5.9% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman of Supervisory Board Yang Fu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: CN¥0.05 (vs CN¥0.15 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.05 (down from CN¥0.15 in 3Q 2021). Revenue: CN¥198.1m (down 2.7% from 3Q 2021). Net income: CN¥7.08m (down 69% from 3Q 2021). Profit margin: 3.6% (down from 11% in 3Q 2021).Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: CN¥0.073 (vs CN¥0.21 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.073 (down from CN¥0.21 in 2Q 2021). Revenue: CN¥200.7m (up 11% from 2Q 2021). Net income: CN¥11.0m (down 63% from 2Q 2021). Profit margin: 5.5% (down from 16% in 2Q 2021).Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥21.25, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 30x in the Chemicals industry in China. Total loss to shareholders of 19% over the past year.Board Change • May 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Yang Fu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 12Poly Plastic Masterbatch (Suzhou) Co.,Ltd Announces 2021 Final Profit Distribution, Payable on 16 May 2022Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend of CNY 4.00000000 per 10 shares (tax included). Net cash dividend per 10 shares after tax is CNY 3.60000000. For the dividend record date is 13 May 2022, ex-date is 16 May 2022 and payment date of 16 May 2022.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.19 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.14 (down from CN¥0.19 in 1Q 2021). Revenue: CN¥190.4m (up 7.4% from 1Q 2021). Net income: CN¥19.5m (down 29% from 1Q 2021). Profit margin: 10% (down from 16% in 1Q 2021).Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Yang Fu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 22Poly Plastic Masterbatch (SuZhou) Co.,Ltd Approves Cash Dividend for 2021Poly Plastic Masterbatch (SuZhou) Co.,Ltd at the AGM held on April 19, 2022, approved the Cash dividend per 10 shares (tax included) of CNY 4.00000000 for the year 2021.お知らせ • Apr 02Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, Apr 19, 2022Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, Apr 19, 2022, at 14:00 China Standard Time. Agenda: To consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; to consider 2021 annual accounts; to consider 2022 financial budget report; to consider 2021 profit distribution plan; to consider 2021 annual report and its summary; to consider Reappointment of 2022 audit firm; to consider 2022 application for comprehensive credit line by the Company and its wholly-owned subsidiaries; to consider Permanently supplementing the working capital with some surplus raised funds; to consider Confirmation of 2021 continuing connected transactions and 2022 estimated continuing connected transactions; to consider 2022 remuneration for directors; to consider 2022 remuneration for supervisors; to consider Amendments to the Company's articles of association and handling of the industrial and commercial registration amendment; to consider Amendments to the rules of procedure governing shareholders' general meetings.Reported Earnings • Apr 01Full year 2021 earnings released: EPS: CN¥0.72 (vs CN¥0.92 in FY 2020)Full year 2021 results: EPS: CN¥0.72 (down from CN¥0.92 in FY 2020). Revenue: CN¥772.4m (up 15% from FY 2020). Net income: CN¥103.3m (down 1.1% from FY 2020). Profit margin: 13% (down from 16% in FY 2020). The decrease in margin was driven by higher expenses.お知らせ • Mar 31Poly Plastic Masterbatch (Suzhou) Co.,Ltd Proposes Dividend for 2021Poly Plastic Masterbatch (SuZhou) Co.,Ltd proposed dividend for 2021 of CNY 4.000000 per 10 shares.Board Change • Dec 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Yang Fu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.30 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥203.5m (up 8.1% from 3Q 2020). Net income: CN¥23.0m (down 30% from 3Q 2020). Profit margin: 11% (down from 17% in 3Q 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥26.10, the stock trades at a trailing P/E ratio of 32.4x. Average trailing P/E is 31x in the Chemicals industry in China.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥36.00, the stock trades at a trailing P/E ratio of 40.7x. Average trailing P/E is 32x in the Chemicals industry in China.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥32.02, the stock trades at a trailing P/E ratio of 36.2x. Average trailing P/E is 33x in the Chemicals industry in China.Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS CN¥0.21 (vs CN¥0.30 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥180.4m (down 4.2% from 2Q 2020). Net income: CN¥29.5m (down 9.7% from 2Q 2020). Profit margin: 16% (in line with 2Q 2020).お知らせ • May 11Poly Plastic Masterbatch (Suzhou) Co.,Ltd Announces 2020 Final Profit Distribution, Payable on 17 May 2021Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced 2020 final profit distribution plan to be implemented (A shares): Cash dividend of CNY 10.00000000 per 10 shares (tax included). Net cash dividend per 10 shares after tax is CNY 9.00000000. For the dividend record date is14 May 2021, ex-date is 17 May 2021 and payment date of 17 May 2021.お知らせ • Feb 24Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Fiscal Year 2020 Results on Apr 08, 2021Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report fiscal year 2020 results on Apr 08, 2021Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥60.36, the stock is trading at a trailing P/E ratio of 31.8x, up from the previous P/E ratio of 27x. This compares to an average P/E of 36x in the Chemicals industry in China.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥59.81, the stock is trading at a trailing P/E ratio of 31.5x, up from the previous P/E ratio of 27.1x. This compares to an average P/E of 35x in the Chemicals industry in China. 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、Poly Plastic Masterbatch (SuZhou)Ltd 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:300905 - 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3/31/20261,5251602990N/A12/31/20251,4851513399N/A9/30/20251,40913943129N/A6/30/20251,37312222109N/A3/31/20251,34411562151N/A12/31/20241,36311432133N/A9/30/20241,38410627112N/A6/30/20241,392114-676N/A3/31/20241,339112-4924N/A12/31/20231,19799-1751N/A9/30/20231,02784-4733N/A6/30/202387257-7617N/A3/31/202378640-5841N/A1/1/202379247-158-35N/A9/30/202280061-142122N/A6/30/202280677-193115N/A3/31/202278695-210134N/A1/1/2022772103-203134N/A9/30/2021751106-231-24N/A6/30/2021736116-14213N/A3/31/2021736117-1065N/A12/31/2020671104-1961N/A9/30/20206761035595N/A12/31/2019712101N/A71N/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: 300905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: 300905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: 300905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: 300905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: 300905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: 300905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2026/05/09 09:36終値2026/05/08 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Poly Plastic Masterbatch (SuZhou) Co.,Ltd 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥68.12, the stock trades at a trailing P/E ratio of 76.4x. Average trailing P/E is 49x in the Chemicals industry in China. Total returns to shareholders of 339% over the past three years.
お知らせ • Apr 24Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, May 15, 2026Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China
Reported Earnings • Apr 24Full year 2025 earnings released: EPS: CN¥0.85 (vs CN¥0.65 in FY 2024)Full year 2025 results: EPS: CN¥0.85 (up from CN¥0.65 in FY 2024). Revenue: CN¥1.49b (up 9.0% from FY 2024). Net income: CN¥151.3m (up 33% from FY 2024). Profit margin: 10% (up from 8.4% in FY 2024). The increase in margin was driven by higher revenue. 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 51% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (168% cash payout ratio). Share price has been volatile over the past 3 months (8.6% average weekly change).
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥34.88, the stock trades at a trailing P/E ratio of 44.8x. Average trailing P/E is 47x in the Chemicals industry in China. Total returns to shareholders of 103% over the past three years.
お知らせ • Mar 31Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q1, 2026 Results on Apr 27, 2026Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Dec 31Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Fiscal Year 2025 Results on Apr 24, 2026Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report fiscal year 2025 results on Apr 24, 2026
Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: CN¥0.24 (vs CN¥0.15 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.24 (up from CN¥0.15 in 3Q 2024). Revenue: CN¥382.0m (up 11% from 3Q 2024). Net income: CN¥42.3m (up 66% from 3Q 2024). Profit margin: 11% (up from 7.4% in 3Q 2024). 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥32.82, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 43x in the Chemicals industry in China. Total returns to shareholders of 111% over the past three years.
お知らせ • Sep 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q3, 2025 Results on Oct 24, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q3, 2025 results on Oct 24, 2025
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: CN¥0.21 (vs CN¥0.16 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.21 (up from CN¥0.16 in 2Q 2024). Revenue: CN¥368.0m (up 8.5% from 2Q 2024). Net income: CN¥36.9m (up 25% from 2Q 2024). Profit margin: 10.0% (up from 8.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year and the company’s share price has also increased by 20% per year.
お知らせ • Jul 02Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report First Half, 2025 Results on Aug 14, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report first half, 2025 results on Aug 14, 2025
New Risk • Jun 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 25%After last week's 25% share price gain to CN¥32.10, the stock trades at a trailing P/E ratio of 49.6x. Average trailing P/E is 37x in the Chemicals industry in China. Total returns to shareholders of 87% over the past three years.
お知らせ • Apr 17Poly Plastic Masterbatch (Suzhou) Co.,Ltd Proposes Final Cash Dividend for 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced on 16 April 2025 the profit distribution proposal for 2024 as follows: Final cash dividend per 10 shares (tax included) of CNY 3.00000000.
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: CN¥0.65 (vs CN¥0.62 in FY 2023)Full year 2024 results: EPS: CN¥0.65 (up from CN¥0.62 in FY 2023). Revenue: CN¥1.36b (up 14% from FY 2023). Net income: CN¥114.0m (up 15% from FY 2023). Profit margin: 8.4% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Apr 16Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, May 08, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, May 08, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.1% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (328% cash payout ratio). Share price has been volatile over the past 3 months (8.6% average weekly change).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to CN¥20.94, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 37x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.
お知らせ • Mar 31Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q1, 2025 Results on Apr 28, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q1, 2025 results on Apr 28, 2025
分析記事 • Jan 03Some Poly Plastic Masterbatch (SuZhou) Co.,Ltd (SZSE:300905) Shareholders Look For Exit As Shares Take 29% PoundingPoly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) shareholders that were waiting for something to happen have...
お知らせ • Dec 31Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Fiscal Year 2024 Results on Apr 16, 2025Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report fiscal year 2024 results on Apr 16, 2025
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥31.20, the stock trades at a trailing P/E ratio of 52.3x. Average trailing P/E is 37x in the Chemicals industry in China. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.19 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.19 in 3Q 2023). Revenue: CN¥345.6m (down 2.3% from 3Q 2023). Net income: CN¥25.5m (down 24% from 3Q 2023). Profit margin: 7.4% (down from 9.5% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥33.65, the stock trades at a trailing P/E ratio of 52.4x. Average trailing P/E is 31x in the Chemicals industry in China. Total returns to shareholders of 39% over the past three years.
お知らせ • Sep 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q3, 2024 Results on Oct 23, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q3, 2024 results on Oct 23, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥31.02, the stock trades at a trailing P/E ratio of 48.3x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 23% over the past three years.
分析記事 • Sep 27Subdued Growth No Barrier To Poly Plastic Masterbatch (SuZhou) Co.,Ltd (SZSE:300905) With Shares Advancing 25%Poly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) shareholders are no doubt pleased to see that the share price...
分析記事 • Sep 04We Think Poly Plastic Masterbatch (SuZhou)Ltd (SZSE:300905) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥25.19, the stock trades at a trailing P/E ratio of 38.9x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 21% over the past three years.
New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% 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 Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.16. Revenue: CN¥339.3m (up 19% from 2Q 2023). Net income: CN¥29.6m (up 6.2% from 2Q 2023). Profit margin: 8.7% (down from 9.7% in 2Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • Jun 29Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report First Half, 2024 Results on Aug 15, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report first half, 2024 results on Aug 15, 2024
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥43.98, the stock trades at a trailing P/E ratio of 69x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 55% over the past three years.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥35.00, the stock trades at a trailing P/E ratio of 54.9x. Average trailing P/E is 33x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years.
分析記事 • Apr 29Poly Plastic Masterbatch (SuZhou)Ltd (SZSE:300905) Has Announced That It Will Be Increasing Its Dividend To CN¥0.50Poly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) has announced that it will be increasing its dividend from...
Declared Dividend • Apr 29Dividend increased to CN¥0.50Dividend of CN¥0.50 is 150% higher than last year. Ex-date: 6th May 2024 Payment date: 6th May 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 3 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 17% to shift the payout ratio to a potentially unsustainable range, which is more than the 7.3% EPS decline seen over the last 5 years.
お知らせ • Apr 27Poly Plastic Masterbatch (SuZhou) Co.,Ltd Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 6 May 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced 2023 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 5.00000000. Record date: 30 April 2024. Ex-date: 06 May 2024. Payment date: 06 May 2024.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.09 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.09 in 1Q 2023). Revenue: CN¥326.5m (up 77% from 1Q 2023). Net income: CN¥25.8m (up 100% from 1Q 2023). Profit margin: 7.9% (up from 7.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 22There's Reason For Concern Over Poly Plastic Masterbatch (SuZhou) Co.,Ltd's (SZSE:300905) Massive 49% Price JumpThe Poly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) share price has done very well over the last month...
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥17.90, the stock trades at a trailing P/E ratio of 31.7x. Average trailing P/E is 29x in the Chemicals industry in China. Total loss to shareholders of 44% over the past three years.
分析記事 • Apr 04Investors Shouldn't Be Too Comfortable With Poly Plastic Masterbatch (SuZhou)Ltd's (SZSE:300905) EarningsDespite posting some strong earnings, the market for Poly Plastic Masterbatch (SuZhou) Co.,Ltd's ( SZSE:300905 ) stock...
お知らせ • Mar 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q1, 2024 Results on Apr 24, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q1, 2024 results on Apr 24, 2024
お知らせ • Mar 29Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, Apr 19, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, Apr 19, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: CN¥0.62 (vs CN¥0.33 in FY 2022)Full year 2023 results: EPS: CN¥0.62 (up from CN¥0.33 in FY 2022). Revenue: CN¥1.20b (up 51% from FY 2022). Net income: CN¥99.5m (up 112% from FY 2022). Profit margin: 8.3% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 08What Poly Plastic Masterbatch (SuZhou) Co.,Ltd's (SZSE:300905) 37% Share Price Gain Is Not Telling YouPoly Plastic Masterbatch (SuZhou) Co.,Ltd ( SZSE:300905 ) shareholders are no doubt pleased to see that the share price...
New Risk • Feb 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 20% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (22% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥13.25, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 52% over the past three years.
お知らせ • Dec 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Fiscal Year 2023 Results on Mar 29, 2024Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report fiscal year 2023 results on Mar 29, 2024
New Risk • Oct 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% 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 Earnings have declined by 20% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (22% increase in shares outstanding).
Reported Earnings • Oct 21Third quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.05 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.05 in 3Q 2022). Revenue: CN¥353.7m (up 79% from 3Q 2022). Net income: CN¥33.4m (up 373% from 3Q 2022). Profit margin: 9.5% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue.
New Risk • Oct 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.9% average weekly change). Earnings have declined by 24% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.6% net profit margin). Shareholders have been diluted in the past year (22% increase in shares outstanding).
お知らせ • Sep 30Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Q3, 2023 Results on Oct 21, 2023Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report Q3, 2023 results on Oct 21, 2023
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.073 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.073 in 2Q 2022). Revenue: CN¥286.4m (up 43% from 2Q 2022). Net income: CN¥27.9m (up 154% from 2Q 2022). Profit margin: 9.7% (up from 5.5% in 2Q 2022). The increase in margin was driven by higher revenue.
お知らせ • Jul 01Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report First Half, 2023 Results on Aug 15, 2023Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report first half, 2023 results on Aug 15, 2023
お知らせ • May 06Poly Plastic Masterbatch (SuZhou) Co.,Ltd Announces Implementation of Final Cash Dividend for 2022, Payable on 09 May 2023Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced implementation of final cash dividend (tax included) of CNY 2.00000000 per 10 A shares for 2022. Record date is 08 May 2023 with Ex-date on 09 May 2023 and Payment date on 09 May 2023. Net cash dividend/10 shares after tax: CNY 1.80000000 (CNY 2.00000000 - CNY 0.20000000).
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: CN¥0.33 (vs CN¥0.72 in FY 2021)Full year 2022 results: EPS: CN¥0.33 (down from CN¥0.72 in FY 2021). Revenue: CN¥791.8m (up 2.5% from FY 2021). Net income: CN¥46.9m (down 55% from FY 2021). Profit margin: 5.9% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman of Supervisory Board Yang Fu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: CN¥0.05 (vs CN¥0.15 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.05 (down from CN¥0.15 in 3Q 2021). Revenue: CN¥198.1m (down 2.7% from 3Q 2021). Net income: CN¥7.08m (down 69% from 3Q 2021). Profit margin: 3.6% (down from 11% in 3Q 2021).
Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: CN¥0.073 (vs CN¥0.21 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.073 (down from CN¥0.21 in 2Q 2021). Revenue: CN¥200.7m (up 11% from 2Q 2021). Net income: CN¥11.0m (down 63% from 2Q 2021). Profit margin: 5.5% (down from 16% in 2Q 2021).
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥21.25, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 30x in the Chemicals industry in China. Total loss to shareholders of 19% over the past year.
Board Change • May 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Yang Fu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 12Poly Plastic Masterbatch (Suzhou) Co.,Ltd Announces 2021 Final Profit Distribution, Payable on 16 May 2022Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced 2021 final profit distribution plan to be implemented (A shares): Cash dividend of CNY 4.00000000 per 10 shares (tax included). Net cash dividend per 10 shares after tax is CNY 3.60000000. For the dividend record date is 13 May 2022, ex-date is 16 May 2022 and payment date of 16 May 2022.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.19 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.14 (down from CN¥0.19 in 1Q 2021). Revenue: CN¥190.4m (up 7.4% from 1Q 2021). Net income: CN¥19.5m (down 29% from 1Q 2021). Profit margin: 10% (down from 16% in 1Q 2021).
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Yang Fu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 22Poly Plastic Masterbatch (SuZhou) Co.,Ltd Approves Cash Dividend for 2021Poly Plastic Masterbatch (SuZhou) Co.,Ltd at the AGM held on April 19, 2022, approved the Cash dividend per 10 shares (tax included) of CNY 4.00000000 for the year 2021.
お知らせ • Apr 02Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, Apr 19, 2022Poly Plastic Masterbatch (SuZhou) Co.,Ltd, Annual General Meeting, Apr 19, 2022, at 14:00 China Standard Time. Agenda: To consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; to consider 2021 annual accounts; to consider 2022 financial budget report; to consider 2021 profit distribution plan; to consider 2021 annual report and its summary; to consider Reappointment of 2022 audit firm; to consider 2022 application for comprehensive credit line by the Company and its wholly-owned subsidiaries; to consider Permanently supplementing the working capital with some surplus raised funds; to consider Confirmation of 2021 continuing connected transactions and 2022 estimated continuing connected transactions; to consider 2022 remuneration for directors; to consider 2022 remuneration for supervisors; to consider Amendments to the Company's articles of association and handling of the industrial and commercial registration amendment; to consider Amendments to the rules of procedure governing shareholders' general meetings.
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: CN¥0.72 (vs CN¥0.92 in FY 2020)Full year 2021 results: EPS: CN¥0.72 (down from CN¥0.92 in FY 2020). Revenue: CN¥772.4m (up 15% from FY 2020). Net income: CN¥103.3m (down 1.1% from FY 2020). Profit margin: 13% (down from 16% in FY 2020). The decrease in margin was driven by higher expenses.
お知らせ • Mar 31Poly Plastic Masterbatch (Suzhou) Co.,Ltd Proposes Dividend for 2021Poly Plastic Masterbatch (SuZhou) Co.,Ltd proposed dividend for 2021 of CNY 4.000000 per 10 shares.
Board Change • Dec 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Yang Fu was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.30 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥203.5m (up 8.1% from 3Q 2020). Net income: CN¥23.0m (down 30% from 3Q 2020). Profit margin: 11% (down from 17% in 3Q 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥26.10, the stock trades at a trailing P/E ratio of 32.4x. Average trailing P/E is 31x in the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥36.00, the stock trades at a trailing P/E ratio of 40.7x. Average trailing P/E is 32x in the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥32.02, the stock trades at a trailing P/E ratio of 36.2x. Average trailing P/E is 33x in the Chemicals industry in China.
Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS CN¥0.21 (vs CN¥0.30 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥180.4m (down 4.2% from 2Q 2020). Net income: CN¥29.5m (down 9.7% from 2Q 2020). Profit margin: 16% (in line with 2Q 2020).
お知らせ • May 11Poly Plastic Masterbatch (Suzhou) Co.,Ltd Announces 2020 Final Profit Distribution, Payable on 17 May 2021Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced 2020 final profit distribution plan to be implemented (A shares): Cash dividend of CNY 10.00000000 per 10 shares (tax included). Net cash dividend per 10 shares after tax is CNY 9.00000000. For the dividend record date is14 May 2021, ex-date is 17 May 2021 and payment date of 17 May 2021.
お知らせ • Feb 24Poly Plastic Masterbatch (SuZhou) Co.,Ltd to Report Fiscal Year 2020 Results on Apr 08, 2021Poly Plastic Masterbatch (SuZhou) Co.,Ltd announced that they will report fiscal year 2020 results on Apr 08, 2021
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥60.36, the stock is trading at a trailing P/E ratio of 31.8x, up from the previous P/E ratio of 27x. This compares to an average P/E of 36x in the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥59.81, the stock is trading at a trailing P/E ratio of 31.5x, up from the previous P/E ratio of 27.1x. This compares to an average P/E of 35x in the Chemicals industry in China.