Xinxiang Richful Lube AdditiveLtd（300910）株式概要新郷富力潤滑油添加剤有限公司は、中国で潤滑油添加剤製品の研究、生産、販売を行っている。 詳細300910 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績2/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より7.8%で取引されている 収益は年間24.98%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、300910 、リスクは検出されなかった。すべてのリスクチェックを見る300910 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW473,956 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA473,956 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥27.7848.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture09b2016201920222025202620282031Revenue CN¥9.5bEarnings CN¥1.8bAdvancedSet Fair ValueView all narrativesXinxiang Richful Lube Additive Co.,Ltd. 競合他社North Chemical IndustriesSymbol: SZSE:002246Market cap: CN¥11.6bGuangZhou LingWe TechnologySymbol: SZSE:301373Market cap: CN¥11.5bGuangdong Guanghua Sci-TechSymbol: SZSE:002741Market cap: CN¥11.9bGuizhou RedStar DevelopingLtdSymbol: SHSE:600367Market cap: CN¥11.5b価格と性能株価の高値、安値、推移の概要Xinxiang Richful Lube AdditiveLtd過去の株価現在の株価CN¥27.7852週高値CN¥51.0052週安値CN¥26.51ベータ-0.0351ヶ月の変化-0.29%3ヶ月変化-21.47%1年変化-40.01%3年間の変化-26.78%5年間の変化-20.86%IPOからの変化-33.38%最新ニュースPrice Target Changed • Jul 22Price target increased by 11% to CN¥52.46Up from CN¥47.16, the current price target is an average from 3 analysts. New target price is 83% above last closing price of CN¥28.68. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥1.98 for next year compared to CN¥1.92 last year.お知らせ • Jun 30Xinxiang Richful Lube Additive Co.,Ltd. to Report First Half, 2026 Results on Aug 26, 2026Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report first half, 2026 results on Aug 26, 2026Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥27.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.27 per share.Price Target Changed • May 29Price target decreased by 12% to CN¥48.13Down from CN¥54.62, the current price target is an average from 2 analysts. New target price is 43% above last closing price of CN¥33.76. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥1.80 for next year compared to CN¥1.92 last year.Major Estimate Revision • May 29Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CN¥2.35 to CN¥1.80. Revenue forecast unchanged from CN¥4.51b at last update. Net income forecast to grow 40% next year vs 53% growth forecast for Chemicals industry in China. Consensus price target down from CN¥54.62 to CN¥48.13. Share price fell 4.1% to CN¥33.76 over the past week.Declared Dividend • May 27Dividend increased to CN¥1.50Dividend of CN¥1.50 is 63% higher than last year. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 29% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesPrice Target Changed • Jul 22Price target increased by 11% to CN¥52.46Up from CN¥47.16, the current price target is an average from 3 analysts. New target price is 83% above last closing price of CN¥28.68. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥1.98 for next year compared to CN¥1.92 last year.お知らせ • Jun 30Xinxiang Richful Lube Additive Co.,Ltd. to Report First Half, 2026 Results on Aug 26, 2026Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report first half, 2026 results on Aug 26, 2026Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥27.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.27 per share.Price Target Changed • May 29Price target decreased by 12% to CN¥48.13Down from CN¥54.62, the current price target is an average from 2 analysts. New target price is 43% above last closing price of CN¥33.76. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥1.80 for next year compared to CN¥1.92 last year.Major Estimate Revision • May 29Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CN¥2.35 to CN¥1.80. Revenue forecast unchanged from CN¥4.51b at last update. Net income forecast to grow 40% next year vs 53% growth forecast for Chemicals industry in China. Consensus price target down from CN¥54.62 to CN¥48.13. Share price fell 4.1% to CN¥33.76 over the past week.Declared Dividend • May 27Dividend increased to CN¥1.50Dividend of CN¥1.50 is 63% higher than last year. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 29% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 20% to CN¥45.78. The fair value is estimated to be CN¥38.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 2.6%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.Reported Earnings • Apr 23First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: CN¥0.47 (down from CN¥0.67 in 1Q 2025). Revenue: CN¥876.5m (up 3.2% from 1Q 2025). Net income: CN¥139.9m (down 28% from 1Q 2025). Profit margin: 16% (down from 23% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 21% 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 3% per year and the company’s share price has also fallen by 3% per year.お知らせ • Mar 31Xinxiang Richful Lube Additive Co.,Ltd. to Report Q1, 2026 Results on Apr 23, 2026Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026Major Estimate Revision • Mar 27Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥4.89b to CN¥4.21b. EPS estimate fell from CN¥3.57 to CN¥2.97 per share. Net income forecast to grow 19% next year vs 49% growth forecast for Chemicals industry in China. Consensus price target down from CN¥75.67 to CN¥70.50. Share price fell 2.1% to CN¥47.67 over the past week.Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥2.50. Revenue: CN¥3.51b (up 11% from FY 2024). Net income: CN¥736.4m (up 1.9% from FY 2024). Profit margin: 21% (down from 23% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China.お知らせ • Mar 20Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 10, 2026Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 10, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xinxiang County, Henan Chinaお知らせ • Dec 31Xinxiang Richful Lube Additive Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 21, 2026Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 21, 2026Reported Earnings • Oct 28Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: CN¥0.69 (up from CN¥0.64 in 3Q 2024). Revenue: CN¥888.6m (up 11% from 3Q 2024). Net income: CN¥204.2m (up 13% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue missed analyst estimates by 10.0%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 25% 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 increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Xinxiang Richful Lube Additive Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.60 (vs CN¥0.58 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.60 (up from CN¥0.58 in 2Q 2024). Revenue: CN¥813.2m (up 3.4% from 2Q 2024). Net income: CN¥175.3m (up 5.5% from 2Q 2024). Profit margin: 22% (in line with 2Q 2024). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 02Xinxiang Richful Lube Additive Co.,Ltd. to Report First Half, 2025 Results on Aug 23, 2025Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report first half, 2025 results on Aug 23, 2025Declared Dividend • May 17Dividend reduced to CN¥1.20Dividend of CN¥1.20 is 7.7% lower than last year. Ex-date: 22nd May 2025 Payment date: 22nd May 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (dividend approximately 11x free cash flows). The dividend has increased by an average of 30% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 22Xinxiang Richful Lube Additive Co.,Ltd. Approves Final Cash Dividend for the Year 2024Xinxiang Richful Lube Additive Co.,Ltd. held its Annual General Meeting of 2024 on 18 April 2025 and approved Cash dividend/10 shares (tax included) of CNY 12.00000000.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥64.59, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 143% over the past three years.お知らせ • Apr 01Xinxiang Richful Lube Additive Co.,Ltd. Proposes Final Cash Dividend for the Year 2024Xinxiang Richful Lube Additive Co.,Ltd. proposed final cash dividend per 10 shares (tax included) of CNY 12 for the year 2024.お知らせ • Mar 31Xinxiang Richful Lube Additive Co.,Ltd. to Report Q1, 2025 Results on Apr 22, 2025Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025Reported Earnings • Mar 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: CN¥2.52. Revenue: CN¥3.16b (up 12% from FY 2023). Net income: CN¥722.5m (up 19% from FY 2023). Profit margin: 23% (up from 22% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China.分析記事 • Mar 30Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Mar 29Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 18, 2025Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 18, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xinxiang County, Henan China分析記事 • Mar 07Lacklustre Performance Is Driving Xinxiang Richful Lube Additive Co.,Ltd.'s (SZSE:300910) Low P/EWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 39x, you may consider...分析記事 • Feb 13We Like Xinxiang Richful Lube AdditiveLtd's (SZSE:300910) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Feb 08Price target increased by 8.5% to CN¥51.33Up from CN¥47.33, the current price target is an average from 3 analysts. New target price is 7.3% above last closing price of CN¥47.85. Stock is up 11% over the past year. The company is forecast to post earnings per share of CN¥2.41 for next year compared to CN¥2.63 last year.お知らせ • Dec 31Xinxiang Richful Lube Additive Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025分析記事 • Dec 11Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 14There Is A Reason Xinxiang Richful Lube Additive Co.,Ltd.'s (SZSE:300910) Price Is UndemandingXinxiang Richful Lube Additive Co.,Ltd.'s ( SZSE:300910 ) price-to-earnings (or "P/E") ratio of 20x might make it look...Reported Earnings • Oct 23Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: CN¥0.64 (down from CN¥0.70 in 3Q 2023). Revenue: CN¥800.4m (down 1.7% from 3Q 2023). Net income: CN¥181.2m (down 9.8% from 3Q 2023). Profit margin: 23% (down from 25% in 3Q 2023). Revenue exceeded analyst estimates by 9.2%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 22% 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 increased by 41% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30Xinxiang Richful Lube Additive Co.,Ltd. to Report Q3, 2024 Results on Oct 23, 2024Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q3, 2024 results on Oct 23, 2024Price Target Changed • Sep 28Price target decreased by 11% to CN¥63.04Down from CN¥71.06, the current price target is an average from 3 analysts. New target price is 51% above last closing price of CN¥41.74. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of CN¥2.43 for next year compared to CN¥2.63 last year.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥41.74, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 14% over the past three years.分析記事 • Sep 24Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Reported Earnings • Aug 26Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.58 (up from CN¥0.53 in 2Q 2023). Revenue: CN¥786.3m (up 10% from 2Q 2023). Net income: CN¥166.1m (up 8.5% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. 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 increased by 47% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • Jul 30Why Investors Shouldn't Be Surprised By Xinxiang Richful Lube Additive Co.,Ltd.'s (SZSE:300910) Low P/EWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 28x, you may consider...分析記事 • Jul 13Is Xinxiang Richful Lube Additive Co.,Ltd. (SZSE:300910) Worth CN¥41.8 Based On Its Intrinsic Value?Key Insights The projected fair value for Xinxiang Richful Lube AdditiveLtd is CN¥33.23 based on Dividend Discount...お知らせ • Jun 29Xinxiang Richful Lube Additive Co.,Ltd. to Report First Half, 2024 Results on Aug 26, 2024Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report first half, 2024 results on Aug 26, 2024分析記事 • Jun 19Why The 22% Return On Capital At Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Should Have Your AttentionFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Apr 26First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.53 (up from CN¥0.34 in 1Q 2023). Revenue: CN¥713.9m (up 14% from 1Q 2023). Net income: CN¥152.8m (up 58% from 1Q 2023). Profit margin: 21% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 19% 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 increased by 52% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Apr 24Insufficient Growth At Xinxiang Richful Lube Additive Co.,Ltd. (SZSE:300910) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 20.2x Xinxiang Richful Lube Additive Co.,Ltd. ( SZSE:300910 ) may be...New Risk • Apr 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Dividend is not well covered by cash flows (152% cash payout ratio). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).分析記事 • Apr 02Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Strong Profits May Be Masking Some Underlying IssuesThe market for Xinxiang Richful Lube Additive Co.,Ltd.'s ( SZSE:300910 ) stock was strong after it released a healthy...Major Estimate Revision • Apr 02Consensus revenue estimates fall by 28%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥4.69b to CN¥3.36b. EPS estimate fell from CN¥2.82 to CN¥2.31 per share. Net income forecast to grow 13% next year vs 50% growth forecast for Chemicals industry in China. Consensus price target of CN¥70.06 unchanged from last update. Share price rose 11% to CN¥40.55 over the past week.お知らせ • Mar 30Xinxiang Richful Lube Additive Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024分析記事 • Mar 29Xinxiang Richful Lube Additive Co.,Ltd. (SZSE:300910) Analysts Are Reducing Their Forecasts For This YearToday is shaping up negative for Xinxiang Richful Lube Additive Co.,Ltd. ( SZSE:300910 ) shareholders, with the...お知らせ • Mar 27Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 16, 2024Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 16, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xinxiang County, Henan ChinaReported Earnings • Mar 27Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥2.63 (up from CN¥2.06 in FY 2022). Revenue: CN¥2.82b (down 7.6% from FY 2022). Net income: CN¥606.5m (up 3.1% from FY 2022). Profit margin: 22% (up from 19% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates by 8.1%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Mar 21Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Has A Rock Solid Balance SheetThe 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 • Feb 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥43.98, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Chemicals industry in China. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.62 per share.Buy Or Sell Opportunity • Feb 07Now 20% overvaluedOver the last 90 days, the stock has fallen 7.4% to CN¥43.98. The fair value is estimated to be CN¥36.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.お知らせ • Dec 29Xinxiang Richful Lube Additive Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 27, 2024Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 27, 2024Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥44.08, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥37.64 per share.Reported Earnings • Oct 24Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: CN¥0.70 (down from CN¥0.77 in 3Q 2022). Revenue: CN¥814.3m (down 20% from 3Q 2022). Net income: CN¥201.0m (down 7.6% from 3Q 2022). Profit margin: 25% (up from 21% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 2.7%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China.Major Estimate Revision • Aug 30Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥4.82b to CN¥4.09b. EPS estimate fell from CN¥2.83 to CN¥2.38 per share. Net income forecast to grow 44% next year vs 63% growth forecast for Chemicals industry in China. Consensus price target of CN¥71.06 unchanged from last update. Share price rose 8.9% to CN¥51.65 over the past week.Price Target Changed • Aug 29Price target decreased by 17% to CN¥71.06Down from CN¥86.10, the current price target is an average from 2 analysts. New target price is 40% above last closing price of CN¥50.90. Stock is up 2.4% over the past year. The company is forecast to post earnings per share of CN¥2.38 for next year compared to CN¥2.06 last year.Reported Earnings • Aug 24Second quarter 2023 earnings released: EPS: CN¥2.39 (vs CN¥0.33 in 2Q 2022)Second quarter 2023 results: EPS: CN¥2.39 (up from CN¥0.33 in 2Q 2022). Revenue: CN¥714.1m (up 14% from 2Q 2022). Net income: CN¥153.1m (up 62% from 2Q 2022). Profit margin: 21% (up from 15% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.Buying Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be CN¥65.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 61% in the next year.Buying Opportunity • Jul 20Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be CN¥65.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 61% in the next year.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥54.55, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 58% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥65.92 per share.お知らせ • Jul 01Xinxiang Richful Lube Additive Co., Ltd to Report First Half, 2023 Results on Aug 24, 2023Xinxiang Richful Lube Additive Co., Ltd announced that they will report first half, 2023 results on Aug 24, 2023Major Estimate Revision • May 17Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥3.68 to CN¥3.25. Revenue forecast unchanged from CN¥4.82b at last update. Net income forecast to grow 61% next year vs 52% growth forecast for Chemicals industry in China. Consensus price target down from CN¥86.10 to CN¥71.58. Share price rose 2.3% to CN¥58.99 over the past week.Buying Opportunity • May 11Now 56% undervalued after recent price dropOver the last 90 days, the stock is down 56%. The fair value is estimated to be CN¥129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 57% in a year. Earnings is forecast to grow by 75% in the next year.お知らせ • May 06Xinxiang Richful Lube Additive Co., Ltd Announces Final Cash Dividend on A Shares for the Year 2022, Payable on 12 May 2023Xinxiang Richful Lube Additive Co. Ltd. announced final cash dividend of CNY 23.00000000 per 10 shares (tax included) on A Shares for the year 2022. Record date: 11 May 2023, Ex-date: 12 May 2023 and Payment date: 12 May 2023.Buying Opportunity • Apr 21Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be CN¥124, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 109% in 2 years. Earnings is forecast to grow by 123% in the next 2 years.Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: CN¥3.92 (up from CN¥1.34 in FY 2021). Revenue: CN¥3.05b (up 182% from FY 2021). Net income: CN¥588.1m (up 193% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to CN¥101, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 100% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥73.07 per share.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥139, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 172% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥72.45 per share.Major Estimate Revision • Jan 12Consensus revenue estimates increase by 23%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CN¥2.51b to CN¥3.09b. EPS estimate increased from CN¥2.71 to CN¥3.68 per share. Net income forecast to grow 95% next year vs 42% growth forecast for Chemicals industry in China. Consensus price target up from CN¥138 to CN¥163. Share price was steady at CN¥133 over the past week.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥123, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 57% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥81.90 per share.Major Estimate Revision • Nov 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from CN¥3.60 to CN¥2.67. Revenue forecast unchanged from CN¥3.10b at last update. Net income forecast to grow 13% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target of CN¥138 unchanged from last update. Share price fell 6.1% to CN¥141 over the past week.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Xianping Cheng was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Oct 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CN¥2.13b to CN¥2.51b. EPS estimate unchanged from CN¥2.24 at last update. Chemicals industry in China expected to see average net income growth of 37% next year. Consensus price target up from CN¥116 to CN¥138. Share price rose 11% to CN¥146 over the past week.Reported Earnings • Oct 21Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: CN¥1.46 (up from CN¥0.21 in 3Q 2021). Revenue: CN¥1.02b (up 438% from 3Q 2021). Net income: CN¥217.5m (up CN¥185.9m from 3Q 2021). Profit margin: 21% (up from 17% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 103%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥128, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 65% over the past year.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥105, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 19% over the past year.Reported Earnings • Aug 26Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: CN¥0.63 (up from CN¥0.30 in 2Q 2021). Revenue: CN¥624.5m (up 161% from 2Q 2021). Net income: CN¥94.6m (up 110% from 2Q 2021). Profit margin: 15% (down from 19% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 63%. Earnings per share (EPS) also surpassed analyst estimates by 64%. Over the next year, revenue is forecast to grow 33%, compared to a 42% growth forecast for the Chemicals industry in China.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥88.80, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 5.6% over the past year.Price Target Changed • Jul 13Price target increased to CN¥84.50Up from CN¥75.50, the current price target is an average from 3 analysts. New target price is 35% above last closing price of CN¥62.82. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥1.70 for next year compared to CN¥1.34 last year.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥61.50, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.88 per share.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥49.11, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.54 per share.お知らせ • May 26Xinxiang Richful Lube Additive Co., Ltd Approves Final Dividend for 2021, Payable on May 30, 2022Xinxiang Richful Lube Additive Co. Ltd. approved the final dividend of CNY 8.0000000 per 10 shares (tax included) for 2021. Record date: 27 May 2022, Ex-date: 30 May 2022 and Payment date: 30 May 2022.Price Target Changed • May 24Price target decreased to CN¥73.00Down from CN¥96.10, the current price target is an average from 2 analysts. New target price is 69% above last closing price of CN¥43.29. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥1.39 for next year compared to CN¥1.34 last year.Reported Earnings • Apr 27First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.34 (down from CN¥0.39 in 1Q 2021). Revenue: CN¥396.3m (up 61% from 1Q 2021). Net income: CN¥51.5m (down 13% from 1Q 2021). Profit margin: 13% (down from 24% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Over the next year, revenue is forecast to grow 56%, compared to a 43% growth forecast for the industry in China.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥54.13, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 17x in the Chemicals industry in China. Total loss to shareholders of 31% over the past year.お知らせ • Apr 13+ 1 more updateXinxiang Richful Lube Additive Co., Ltd Proposes Final Cash Dividend for the Year 2021Xinxiang Richful Lube Additive Co. Ltd. proposed final cash dividend per ten shares (tax included) of CNY 8.00000000 for the year 2021.Reported Earnings • Apr 12Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: CN¥1.34. Revenue: CN¥1.08b (up 26% from FY 2020). Net income: CN¥201.0m (up 9.9% from FY 2020). Profit margin: 19% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Over the next year, revenue is forecast to grow 35%, compared to a 49% growth forecast for the industry in China.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.21 (vs CN¥0.51 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥189.7m (down 25% from 3Q 2020). Net income: CN¥31.6m (down 45% from 3Q 2020). Profit margin: 17% (down from 23% in 3Q 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.30 (vs CN¥0.51 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥239.3m (down 5.6% from 2Q 2020). Net income: CN¥45.2m (down 22% from 2Q 2020). Profit margin: 19% (down from 23% in 2Q 2020).Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥90.99, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 19x in the Chemicals industry in China.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥87.50, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 19x in the Chemicals industry in China.Valuation Update With 7 Day Price Move • May 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥105, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 18x in the Chemicals industry in China.株主還元300910CN ChemicalsCN 市場7D-4.7%-1.0%0.2%1Y-40.0%27.2%9.7%株主還元を見る業界別リターン: 300910過去 1 年間で27.2 % の収益を上げたCN Chemicals業界を下回りました。リターン対市場: 300910は、過去 1 年間で9.7 % のリターンを上げたCN市場を下回りました。価格変動Is 300910's price volatile compared to industry and market?300910 volatility300910 Average Weekly Movement6.1%Chemicals Industry Average Movement7.8%Market Average Movement7.3%10% most volatile stocks in CN Market12.5%10% least volatile stocks in CN Market4.4%安定した株価: 300910 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 300910の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19961,491Chunxuan Guowww.richful.com新郷富力潤滑油添加剤有限公司は、中国で潤滑油添加剤製品の研究、生産、販売を行っている。同社は、PMA流動点降下剤、PMA粘度指数向上剤、金属不活性化剤、洗浄剤およびTBNブースター、無灰分散剤、ZDDP、高温酸化防止剤などの潤滑油添加剤成分、工業用、鉄道機関車用、船舶用、オートバイ用、ガスエンジン用、ユニバーサルタイプ、ガソリンエンジン用、ディーゼルエンジン用オイルパッケージからなる潤滑油添加剤パッケージ、インヒビター、ゴム加硫促進剤、乳化剤からなる特殊化学品、製紙用特殊化学品を提供している。また、米国、欧州、東南アジア、中東、その他の国や地域に製品を輸出している。同社は1996年に設立され、中国の新郷に本社を置いている。もっと見るXinxiang Richful Lube Additive Co.,Ltd. 基礎のまとめXinxiang Richful Lube AdditiveLtd の収益と売上を時価総額と比較するとどうか。300910 基礎統計学時価総額CN¥10.44b収益（TTM）CN¥681.38m売上高(TTM)CN¥3.54b15.3xPER（株価収益率3.0xP/Sレシオ300910 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計300910 損益計算書（TTM）収益CN¥3.54b売上原価CN¥2.33b売上総利益CN¥1.21bその他の費用CN¥528.44m収益CN¥681.38m直近の収益報告Mar 31, 2026次回決算日Aug 26, 2026一株当たり利益（EPS）1.81グロス・マージン34.22%純利益率19.27%有利子負債／自己資本比率20.5%300910 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.2%現在の配当利回り65%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/14 13:31終値2026/08/14 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Xinxiang Richful Lube Additive Co.,Ltd. 2 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。7 アナリスト機関Xiaotian XuChina International Capital Corporation LimitedZhe WangCitic Securities Co., Ltd.Nick ZhengGoldman Sachs4 その他のアナリストを表示
Price Target Changed • Jul 22Price target increased by 11% to CN¥52.46Up from CN¥47.16, the current price target is an average from 3 analysts. New target price is 83% above last closing price of CN¥28.68. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥1.98 for next year compared to CN¥1.92 last year.
お知らせ • Jun 30Xinxiang Richful Lube Additive Co.,Ltd. to Report First Half, 2026 Results on Aug 26, 2026Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report first half, 2026 results on Aug 26, 2026
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥27.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.27 per share.
Price Target Changed • May 29Price target decreased by 12% to CN¥48.13Down from CN¥54.62, the current price target is an average from 2 analysts. New target price is 43% above last closing price of CN¥33.76. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥1.80 for next year compared to CN¥1.92 last year.
Major Estimate Revision • May 29Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CN¥2.35 to CN¥1.80. Revenue forecast unchanged from CN¥4.51b at last update. Net income forecast to grow 40% next year vs 53% growth forecast for Chemicals industry in China. Consensus price target down from CN¥54.62 to CN¥48.13. Share price fell 4.1% to CN¥33.76 over the past week.
Declared Dividend • May 27Dividend increased to CN¥1.50Dividend of CN¥1.50 is 63% higher than last year. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 29% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Jul 22Price target increased by 11% to CN¥52.46Up from CN¥47.16, the current price target is an average from 3 analysts. New target price is 83% above last closing price of CN¥28.68. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥1.98 for next year compared to CN¥1.92 last year.
お知らせ • Jun 30Xinxiang Richful Lube Additive Co.,Ltd. to Report First Half, 2026 Results on Aug 26, 2026Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report first half, 2026 results on Aug 26, 2026
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥27.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.27 per share.
Price Target Changed • May 29Price target decreased by 12% to CN¥48.13Down from CN¥54.62, the current price target is an average from 2 analysts. New target price is 43% above last closing price of CN¥33.76. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥1.80 for next year compared to CN¥1.92 last year.
Major Estimate Revision • May 29Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CN¥2.35 to CN¥1.80. Revenue forecast unchanged from CN¥4.51b at last update. Net income forecast to grow 40% next year vs 53% growth forecast for Chemicals industry in China. Consensus price target down from CN¥54.62 to CN¥48.13. Share price fell 4.1% to CN¥33.76 over the past week.
Declared Dividend • May 27Dividend increased to CN¥1.50Dividend of CN¥1.50 is 63% higher than last year. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 29% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 20% to CN¥45.78. The fair value is estimated to be CN¥38.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 2.6%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.
Reported Earnings • Apr 23First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: CN¥0.47 (down from CN¥0.67 in 1Q 2025). Revenue: CN¥876.5m (up 3.2% from 1Q 2025). Net income: CN¥139.9m (down 28% from 1Q 2025). Profit margin: 16% (down from 23% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 21% 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 3% per year and the company’s share price has also fallen by 3% per year.
お知らせ • Mar 31Xinxiang Richful Lube Additive Co.,Ltd. to Report Q1, 2026 Results on Apr 23, 2026Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
Major Estimate Revision • Mar 27Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥4.89b to CN¥4.21b. EPS estimate fell from CN¥3.57 to CN¥2.97 per share. Net income forecast to grow 19% next year vs 49% growth forecast for Chemicals industry in China. Consensus price target down from CN¥75.67 to CN¥70.50. Share price fell 2.1% to CN¥47.67 over the past week.
Reported Earnings • Mar 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥2.50. Revenue: CN¥3.51b (up 11% from FY 2024). Net income: CN¥736.4m (up 1.9% from FY 2024). Profit margin: 21% (down from 23% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China.
お知らせ • Mar 20Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 10, 2026Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 10, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xinxiang County, Henan China
お知らせ • Dec 31Xinxiang Richful Lube Additive Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 21, 2026Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 21, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: CN¥0.69 (up from CN¥0.64 in 3Q 2024). Revenue: CN¥888.6m (up 11% from 3Q 2024). Net income: CN¥204.2m (up 13% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue missed analyst estimates by 10.0%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 25% 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 increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Xinxiang Richful Lube Additive Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.60 (vs CN¥0.58 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.60 (up from CN¥0.58 in 2Q 2024). Revenue: CN¥813.2m (up 3.4% from 2Q 2024). Net income: CN¥175.3m (up 5.5% from 2Q 2024). Profit margin: 22% (in line with 2Q 2024). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 02Xinxiang Richful Lube Additive Co.,Ltd. to Report First Half, 2025 Results on Aug 23, 2025Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report first half, 2025 results on Aug 23, 2025
Declared Dividend • May 17Dividend reduced to CN¥1.20Dividend of CN¥1.20 is 7.7% lower than last year. Ex-date: 22nd May 2025 Payment date: 22nd May 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (dividend approximately 11x free cash flows). The dividend has increased by an average of 30% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 22Xinxiang Richful Lube Additive Co.,Ltd. Approves Final Cash Dividend for the Year 2024Xinxiang Richful Lube Additive Co.,Ltd. held its Annual General Meeting of 2024 on 18 April 2025 and approved Cash dividend/10 shares (tax included) of CNY 12.00000000.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥64.59, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 143% over the past three years.
お知らせ • Apr 01Xinxiang Richful Lube Additive Co.,Ltd. Proposes Final Cash Dividend for the Year 2024Xinxiang Richful Lube Additive Co.,Ltd. proposed final cash dividend per 10 shares (tax included) of CNY 12 for the year 2024.
お知らせ • Mar 31Xinxiang Richful Lube Additive Co.,Ltd. to Report Q1, 2025 Results on Apr 22, 2025Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025
Reported Earnings • Mar 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: CN¥2.52. Revenue: CN¥3.16b (up 12% from FY 2023). Net income: CN¥722.5m (up 19% from FY 2023). Profit margin: 23% (up from 22% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China.
分析記事 • Mar 30Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Mar 29Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 18, 2025Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 18, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xinxiang County, Henan China
分析記事 • Mar 07Lacklustre Performance Is Driving Xinxiang Richful Lube Additive Co.,Ltd.'s (SZSE:300910) Low P/EWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 39x, you may consider...
分析記事 • Feb 13We Like Xinxiang Richful Lube AdditiveLtd's (SZSE:300910) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Feb 08Price target increased by 8.5% to CN¥51.33Up from CN¥47.33, the current price target is an average from 3 analysts. New target price is 7.3% above last closing price of CN¥47.85. Stock is up 11% over the past year. The company is forecast to post earnings per share of CN¥2.41 for next year compared to CN¥2.63 last year.
お知らせ • Dec 31Xinxiang Richful Lube Additive Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025
分析記事 • Dec 11Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 14There Is A Reason Xinxiang Richful Lube Additive Co.,Ltd.'s (SZSE:300910) Price Is UndemandingXinxiang Richful Lube Additive Co.,Ltd.'s ( SZSE:300910 ) price-to-earnings (or "P/E") ratio of 20x might make it look...
Reported Earnings • Oct 23Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: CN¥0.64 (down from CN¥0.70 in 3Q 2023). Revenue: CN¥800.4m (down 1.7% from 3Q 2023). Net income: CN¥181.2m (down 9.8% from 3Q 2023). Profit margin: 23% (down from 25% in 3Q 2023). Revenue exceeded analyst estimates by 9.2%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 22% 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 increased by 41% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30Xinxiang Richful Lube Additive Co.,Ltd. to Report Q3, 2024 Results on Oct 23, 2024Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q3, 2024 results on Oct 23, 2024
Price Target Changed • Sep 28Price target decreased by 11% to CN¥63.04Down from CN¥71.06, the current price target is an average from 3 analysts. New target price is 51% above last closing price of CN¥41.74. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of CN¥2.43 for next year compared to CN¥2.63 last year.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥41.74, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 14% over the past three years.
分析記事 • Sep 24Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Reported Earnings • Aug 26Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.58 (up from CN¥0.53 in 2Q 2023). Revenue: CN¥786.3m (up 10% from 2Q 2023). Net income: CN¥166.1m (up 8.5% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. 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 increased by 47% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • Jul 30Why Investors Shouldn't Be Surprised By Xinxiang Richful Lube Additive Co.,Ltd.'s (SZSE:300910) Low P/EWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 28x, you may consider...
分析記事 • Jul 13Is Xinxiang Richful Lube Additive Co.,Ltd. (SZSE:300910) Worth CN¥41.8 Based On Its Intrinsic Value?Key Insights The projected fair value for Xinxiang Richful Lube AdditiveLtd is CN¥33.23 based on Dividend Discount...
お知らせ • Jun 29Xinxiang Richful Lube Additive Co.,Ltd. to Report First Half, 2024 Results on Aug 26, 2024Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report first half, 2024 results on Aug 26, 2024
分析記事 • Jun 19Why The 22% Return On Capital At Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Should Have Your AttentionFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Apr 26First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.53 (up from CN¥0.34 in 1Q 2023). Revenue: CN¥713.9m (up 14% from 1Q 2023). Net income: CN¥152.8m (up 58% from 1Q 2023). Profit margin: 21% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 19% 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 increased by 52% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Apr 24Insufficient Growth At Xinxiang Richful Lube Additive Co.,Ltd. (SZSE:300910) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 20.2x Xinxiang Richful Lube Additive Co.,Ltd. ( SZSE:300910 ) may be...
New Risk • Apr 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Dividend is not well covered by cash flows (152% cash payout ratio). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
分析記事 • Apr 02Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Strong Profits May Be Masking Some Underlying IssuesThe market for Xinxiang Richful Lube Additive Co.,Ltd.'s ( SZSE:300910 ) stock was strong after it released a healthy...
Major Estimate Revision • Apr 02Consensus revenue estimates fall by 28%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥4.69b to CN¥3.36b. EPS estimate fell from CN¥2.82 to CN¥2.31 per share. Net income forecast to grow 13% next year vs 50% growth forecast for Chemicals industry in China. Consensus price target of CN¥70.06 unchanged from last update. Share price rose 11% to CN¥40.55 over the past week.
お知らせ • Mar 30Xinxiang Richful Lube Additive Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
分析記事 • Mar 29Xinxiang Richful Lube Additive Co.,Ltd. (SZSE:300910) Analysts Are Reducing Their Forecasts For This YearToday is shaping up negative for Xinxiang Richful Lube Additive Co.,Ltd. ( SZSE:300910 ) shareholders, with the...
お知らせ • Mar 27Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 16, 2024Xinxiang Richful Lube Additive Co.,Ltd., Annual General Meeting, Apr 16, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xinxiang County, Henan China
Reported Earnings • Mar 27Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥2.63 (up from CN¥2.06 in FY 2022). Revenue: CN¥2.82b (down 7.6% from FY 2022). Net income: CN¥606.5m (up 3.1% from FY 2022). Profit margin: 22% (up from 19% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates by 8.1%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Mar 21Xinxiang Richful Lube AdditiveLtd (SZSE:300910) Has A Rock Solid Balance SheetThe 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 • Feb 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥43.98, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Chemicals industry in China. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.62 per share.
Buy Or Sell Opportunity • Feb 07Now 20% overvaluedOver the last 90 days, the stock has fallen 7.4% to CN¥43.98. The fair value is estimated to be CN¥36.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
お知らせ • Dec 29Xinxiang Richful Lube Additive Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 27, 2024Xinxiang Richful Lube Additive Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 27, 2024
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥44.08, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥37.64 per share.
Reported Earnings • Oct 24Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: CN¥0.70 (down from CN¥0.77 in 3Q 2022). Revenue: CN¥814.3m (down 20% from 3Q 2022). Net income: CN¥201.0m (down 7.6% from 3Q 2022). Profit margin: 25% (up from 21% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 21%. Earnings per share (EPS) exceeded analyst estimates by 2.7%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China.
Major Estimate Revision • Aug 30Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥4.82b to CN¥4.09b. EPS estimate fell from CN¥2.83 to CN¥2.38 per share. Net income forecast to grow 44% next year vs 63% growth forecast for Chemicals industry in China. Consensus price target of CN¥71.06 unchanged from last update. Share price rose 8.9% to CN¥51.65 over the past week.
Price Target Changed • Aug 29Price target decreased by 17% to CN¥71.06Down from CN¥86.10, the current price target is an average from 2 analysts. New target price is 40% above last closing price of CN¥50.90. Stock is up 2.4% over the past year. The company is forecast to post earnings per share of CN¥2.38 for next year compared to CN¥2.06 last year.
Reported Earnings • Aug 24Second quarter 2023 earnings released: EPS: CN¥2.39 (vs CN¥0.33 in 2Q 2022)Second quarter 2023 results: EPS: CN¥2.39 (up from CN¥0.33 in 2Q 2022). Revenue: CN¥714.1m (up 14% from 2Q 2022). Net income: CN¥153.1m (up 62% from 2Q 2022). Profit margin: 21% (up from 15% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.
Buying Opportunity • Aug 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be CN¥65.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 61% in the next year.
Buying Opportunity • Jul 20Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be CN¥65.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 61% in the next year.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥54.55, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 58% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥65.92 per share.
お知らせ • Jul 01Xinxiang Richful Lube Additive Co., Ltd to Report First Half, 2023 Results on Aug 24, 2023Xinxiang Richful Lube Additive Co., Ltd announced that they will report first half, 2023 results on Aug 24, 2023
Major Estimate Revision • May 17Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥3.68 to CN¥3.25. Revenue forecast unchanged from CN¥4.82b at last update. Net income forecast to grow 61% next year vs 52% growth forecast for Chemicals industry in China. Consensus price target down from CN¥86.10 to CN¥71.58. Share price rose 2.3% to CN¥58.99 over the past week.
Buying Opportunity • May 11Now 56% undervalued after recent price dropOver the last 90 days, the stock is down 56%. The fair value is estimated to be CN¥129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 57% in a year. Earnings is forecast to grow by 75% in the next year.
お知らせ • May 06Xinxiang Richful Lube Additive Co., Ltd Announces Final Cash Dividend on A Shares for the Year 2022, Payable on 12 May 2023Xinxiang Richful Lube Additive Co. Ltd. announced final cash dividend of CNY 23.00000000 per 10 shares (tax included) on A Shares for the year 2022. Record date: 11 May 2023, Ex-date: 12 May 2023 and Payment date: 12 May 2023.
Buying Opportunity • Apr 21Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be CN¥124, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 109% in 2 years. Earnings is forecast to grow by 123% in the next 2 years.
Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: CN¥3.92 (up from CN¥1.34 in FY 2021). Revenue: CN¥3.05b (up 182% from FY 2021). Net income: CN¥588.1m (up 193% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to CN¥101, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 100% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥73.07 per share.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥139, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 172% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥72.45 per share.
Major Estimate Revision • Jan 12Consensus revenue estimates increase by 23%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CN¥2.51b to CN¥3.09b. EPS estimate increased from CN¥2.71 to CN¥3.68 per share. Net income forecast to grow 95% next year vs 42% growth forecast for Chemicals industry in China. Consensus price target up from CN¥138 to CN¥163. Share price was steady at CN¥133 over the past week.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥123, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 57% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥81.90 per share.
Major Estimate Revision • Nov 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from CN¥3.60 to CN¥2.67. Revenue forecast unchanged from CN¥3.10b at last update. Net income forecast to grow 13% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target of CN¥138 unchanged from last update. Share price fell 6.1% to CN¥141 over the past week.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Xianping Cheng was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Oct 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CN¥2.13b to CN¥2.51b. EPS estimate unchanged from CN¥2.24 at last update. Chemicals industry in China expected to see average net income growth of 37% next year. Consensus price target up from CN¥116 to CN¥138. Share price rose 11% to CN¥146 over the past week.
Reported Earnings • Oct 21Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: CN¥1.46 (up from CN¥0.21 in 3Q 2021). Revenue: CN¥1.02b (up 438% from 3Q 2021). Net income: CN¥217.5m (up CN¥185.9m from 3Q 2021). Profit margin: 21% (up from 17% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 103%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥128, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 65% over the past year.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥105, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 19% over the past year.
Reported Earnings • Aug 26Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: CN¥0.63 (up from CN¥0.30 in 2Q 2021). Revenue: CN¥624.5m (up 161% from 2Q 2021). Net income: CN¥94.6m (up 110% from 2Q 2021). Profit margin: 15% (down from 19% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 63%. Earnings per share (EPS) also surpassed analyst estimates by 64%. Over the next year, revenue is forecast to grow 33%, compared to a 42% growth forecast for the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥88.80, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 5.6% over the past year.
Price Target Changed • Jul 13Price target increased to CN¥84.50Up from CN¥75.50, the current price target is an average from 3 analysts. New target price is 35% above last closing price of CN¥62.82. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥1.70 for next year compared to CN¥1.34 last year.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥61.50, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.88 per share.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥49.11, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.54 per share.
お知らせ • May 26Xinxiang Richful Lube Additive Co., Ltd Approves Final Dividend for 2021, Payable on May 30, 2022Xinxiang Richful Lube Additive Co. Ltd. approved the final dividend of CNY 8.0000000 per 10 shares (tax included) for 2021. Record date: 27 May 2022, Ex-date: 30 May 2022 and Payment date: 30 May 2022.
Price Target Changed • May 24Price target decreased to CN¥73.00Down from CN¥96.10, the current price target is an average from 2 analysts. New target price is 69% above last closing price of CN¥43.29. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥1.39 for next year compared to CN¥1.34 last year.
Reported Earnings • Apr 27First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.34 (down from CN¥0.39 in 1Q 2021). Revenue: CN¥396.3m (up 61% from 1Q 2021). Net income: CN¥51.5m (down 13% from 1Q 2021). Profit margin: 13% (down from 24% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Over the next year, revenue is forecast to grow 56%, compared to a 43% growth forecast for the industry in China.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥54.13, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 17x in the Chemicals industry in China. Total loss to shareholders of 31% over the past year.
お知らせ • Apr 13+ 1 more updateXinxiang Richful Lube Additive Co., Ltd Proposes Final Cash Dividend for the Year 2021Xinxiang Richful Lube Additive Co. Ltd. proposed final cash dividend per ten shares (tax included) of CNY 8.00000000 for the year 2021.
Reported Earnings • Apr 12Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: CN¥1.34. Revenue: CN¥1.08b (up 26% from FY 2020). Net income: CN¥201.0m (up 9.9% from FY 2020). Profit margin: 19% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Over the next year, revenue is forecast to grow 35%, compared to a 49% growth forecast for the industry in China.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.21 (vs CN¥0.51 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥189.7m (down 25% from 3Q 2020). Net income: CN¥31.6m (down 45% from 3Q 2020). Profit margin: 17% (down from 23% in 3Q 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.30 (vs CN¥0.51 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥239.3m (down 5.6% from 2Q 2020). Net income: CN¥45.2m (down 22% from 2Q 2020). Profit margin: 19% (down from 23% in 2Q 2020).
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥90.99, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 19x in the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥87.50, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 19x in the Chemicals industry in China.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥105, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 18x in the Chemicals industry in China.
