Shanghai Ailu Package（301062）株式概要上海愛鹿包装有限公司は、中国における産業用紙製包装製品、プラスチック製包装製品、インテリジェント包装システムの研究開発、設計、製造、販売を行っている。 詳細301062 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金1/6リスク分析過去5年間で収益は年間38.3%減少しました。 負債は営業キャッシュフローで十分にカバーされていない 1.18%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない すべてのリスクチェックを見る301062 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥6.80284.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-123m1b2016201920222025202620282031Revenue CN¥1.5bEarnings CN¥90.7mAdvancedSet Fair ValueView all narrativesShanghai Ailu Package Co., Ltd. 競合他社Zhejiang Hengda New MaterialLtdSymbol: SZSE:301469Market cap: CN¥2.9bZRP Printing GroupSymbol: SZSE:301223Market cap: CN¥3.3bShanghai Xintonglian PackagingSymbol: SHSE:603022Market cap: CN¥2.0bForest Packaging GroupLtdSymbol: SHSE:605500Market cap: CN¥3.7b価格と性能株価の高値、安値、推移の概要Shanghai Ailu Package過去の株価現在の株価CN¥6.8052週高値CN¥10.5952週安値CN¥6.76ベータ1.051ヶ月の変化-16.56%3ヶ月変化-31.45%1年変化-15.63%3年間の変化-27.58%5年間の変化n/aIPOからの変化-70.18%最新ニュースReported Earnings • Apr 29Full year 2025 earnings released: CN¥0.28 loss per share (vs CN¥0.13 profit in FY 2024)Full year 2025 results: CN¥0.28 loss per share (down from CN¥0.13 profit in FY 2024). Revenue: CN¥1.17b (down 1.4% from FY 2024). Net loss: CN¥122.7m (down 330% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Apr 29Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 20, 2026Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 20, 2026, at 14:00 China Standard Time. Location: No. 3588, Caolang Road, Jinshan District, Shanghai Chinaお知らせ • Mar 31Shanghai Ailu Package Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shanghai Ailu Package Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 27% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 27% per year over the past 5 years.お知らせ • Dec 31Shanghai Ailu Package Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Shanghai Ailu Package Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026お知らせ • Nov 22Shanghai Ailu Package Co., Ltd. Approves Cash Dividend for the Third Quarter of 2025Shanghai Ailu Package Co., Ltd. at its EGM held on 20 November 2025, approved 2025 3rd quarter profit distribution plan Cash dividend/10 shares (tax included): CNY 0.40000000 per share.最新情報をもっと見るRecent updatesReported Earnings • Apr 29Full year 2025 earnings released: CN¥0.28 loss per share (vs CN¥0.13 profit in FY 2024)Full year 2025 results: CN¥0.28 loss per share (down from CN¥0.13 profit in FY 2024). Revenue: CN¥1.17b (down 1.4% from FY 2024). Net loss: CN¥122.7m (down 330% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Apr 29Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 20, 2026Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 20, 2026, at 14:00 China Standard Time. Location: No. 3588, Caolang Road, Jinshan District, Shanghai Chinaお知らせ • Mar 31Shanghai Ailu Package Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shanghai Ailu Package Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 27% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 27% per year over the past 5 years.お知らせ • Dec 31Shanghai Ailu Package Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Shanghai Ailu Package Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026お知らせ • Nov 22Shanghai Ailu Package Co., Ltd. Approves Cash Dividend for the Third Quarter of 2025Shanghai Ailu Package Co., Ltd. at its EGM held on 20 November 2025, approved 2025 3rd quarter profit distribution plan Cash dividend/10 shares (tax included): CNY 0.40000000 per share.Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.029 profit in 3Q 2024)Third quarter 2025 results: CN¥0.12 loss per share (down from CN¥0.029 profit in 3Q 2024). Revenue: CN¥295.5m (down 2.7% from 3Q 2024). Net loss: CN¥50.9m (down CN¥62.6m from profit in 3Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in China. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Sep 30Shanghai Ailu Package Co., Ltd. to Report Q3, 2025 Results on Oct 24, 2025Shanghai Ailu Package Co., Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025New Risk • Sep 02New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 457% The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 457% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (0.4% net profit margin).お知らせ • Jul 02Shanghai Ailu Package Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shanghai Ailu Package Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • May 30Shanghai Ailu Package Co., Ltd. Approves Cash Dividend for 2024Shanghai Ailu Package Co., Ltd. at its Annual General Meeting of 2024 on 28 May 2025, approved 2024 Cash dividend (tax included): CNY 0.50000000 per ten shares.New Risk • May 05New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). 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 (2.1% net profit margin).New Risk • Apr 28New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). 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 (2.1% net profit margin).お知らせ • Apr 22Shanghai Ailu Package Co., Ltd. Proposes Final Cash Dividend for 2024Shanghai Ailu Package Co., Ltd. proposed final cash dividend of CNY 0.50000000 per 10 shares (tax included) for 2024.Reported Earnings • Apr 21Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.13 (down from CN¥0.19 in FY 2023). Revenue: CN¥1.19b (up 12% from FY 2023). Net income: CN¥53.3m (down 29% from FY 2023). Profit margin: 4.5% (down from 7.1% in FY 2023). Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Apr 21Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 28, 2025Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time. Location: 3F, No. 88, Yangda Road, Shanyang Town, Jinshan District, Shanghai ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥7.22, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Packaging industry in China. Total loss to shareholders of 36% over the past three years.お知らせ • Mar 31Shanghai Ailu Package Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Shanghai Ailu Package Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025New Risk • Feb 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks High level of debt (65% net debt to equity). Paying a dividend despite having no free cash flows.分析記事 • Feb 19When Should You Buy Shanghai Ailu Package Co., Ltd. (SZSE:301062)?Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ), is not the largest company out there, but it received a lot of...お知らせ • Dec 31Shanghai Ailu Package Co., Ltd. to Report Fiscal Year 2024 Results on Apr 21, 2025Shanghai Ailu Package Co., Ltd. announced that they will report fiscal year 2024 results on Apr 21, 2025Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥14.75, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 25x in the Packaging industry in China. Total loss to shareholders of 10% over the past three years.分析記事 • Dec 03Investors Appear Satisfied With Shanghai Ailu Package Co., Ltd.'s (SZSE:301062) Prospects As Shares Rocket 26%Despite an already strong run, Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ) shares have been powering on, with a...分析記事 • Nov 26There Are Reasons To Feel Uneasy About Shanghai Ailu Package's (SZSE:301062) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥13.92, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 20x in the Packaging industry in China. Total loss to shareholders of 18% over the past three years.分析記事 • Nov 06Additional Considerations Required While Assessing Shanghai Ailu Package's (SZSE:301062) Strong EarningsLast week's profit announcement from Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ) was underwhelming for investors...Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.029 (vs CN¥0.051 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.029 (down from CN¥0.051 in 3Q 2023). Revenue: CN¥303.7m (up 14% from 3Q 2023). Net income: CN¥11.8m (down 36% from 3Q 2023). Profit margin: 3.9% (down from 6.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.分析記事 • Oct 26Does Shanghai Ailu Package (SZSE:301062) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥10.78, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Packaging industry in China. Total loss to shareholders of 31% over the past three years.分析記事 • Oct 07Shanghai Ailu Package Co., Ltd.'s (SZSE:301062) 40% Jump Shows Its Popularity With InvestorsShanghai Ailu Package Co., Ltd. ( SZSE:301062 ) shareholders would be excited to see that the share price has had a...分析記事 • Oct 01Why Shanghai Ailu Package Co., Ltd. (SZSE:301062) Could Be Worth WatchingWhile Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ) might not have the largest market cap around , it saw a...New Risk • Sep 30New 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 7.7% 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 Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). High level of non-cash earnings (29% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).お知らせ • Sep 30Shanghai Ailu Package Co., Ltd. to Report Q3, 2024 Results on Oct 24, 2024Shanghai Ailu Package Co., Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥10.06, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Packaging industry in China. Total loss to shareholders of 30% over the past three years.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥8.25, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Packaging industry in China. Total loss to shareholders of 63% over the past three years.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.059 (vs CN¥0.061 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.059 (down from CN¥0.061 in 2Q 2023). Revenue: CN¥302.2m (up 11% from 2Q 2023). Net income: CN¥23.2m (down 12% from 2Q 2023). Profit margin: 7.7% (down from 9.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Packaging industry in China.分析記事 • Jul 31Shanghai Ailu Package (SZSE:301062) Will Be Hoping To Turn Its Returns On Capital AroundFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Jun 29Shanghai Ailu Package Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Shanghai Ailu Package Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024分析記事 • Apr 30Shanghai Ailu Package (SZSE:301062) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Shanghai Ailu Package Co., Ltd.'s ( SZSE:301062 ) stock hasn't...New Risk • Apr 24New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). High level of non-cash earnings (26% accrual ratio).Reported Earnings • Apr 11Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.19 (down from CN¥0.27 in FY 2022). Revenue: CN¥1.07b (down 5.0% from FY 2022). Net income: CN¥75.3m (down 29% from FY 2022). Profit margin: 7.1% (down from 9.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Packaging industry in China.お知らせ • Apr 10Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 08, 2024Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: 3F, No. 88, Yangda Road, Shanyang Town, Jinshan District, Shanghai Chinaお知らせ • Mar 30Shanghai Ailu Package Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Shanghai Ailu Package Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024分析記事 • Mar 22Shanghai Ailu Package Co., Ltd.'s (SZSE:301062) 27% Jump Shows Its Popularity With InvestorsThose holding Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ) shares would be relieved that the share price has...Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥9.99, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 19x in the Packaging industry in China. Total returns to shareholders of 2.6% over the past year.New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% 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 Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥7.96, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Packaging industry in China. Total loss to shareholders of 17% over the past year.お知らせ • Dec 29Shanghai Ailu Package Co., Ltd. to Report Fiscal Year 2023 Results on Apr 10, 2024Shanghai Ailu Package Co., Ltd. announced that they will report fiscal year 2023 results on Apr 10, 2024New Risk • Nov 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.051 (vs CN¥0.07 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.051 (down from CN¥0.07 in 3Q 2022). Revenue: CN¥265.2m (down 6.5% from 3Q 2022). Net income: CN¥18.3m (down 32% from 3Q 2022). Profit margin: 6.9% (down from 9.5% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Packaging industry in China.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥10.36, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 15x in the Packaging industry in China. Total returns to shareholders of 36% over the past year.Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.061 (vs CN¥0.06 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.061 (up from CN¥0.06 in 2Q 2022). Revenue: CN¥271.9m (down 5.3% from 2Q 2022). Net income: CN¥26.3m (up 6.1% from 2Q 2022). Profit margin: 9.7% (up from 8.6% in 2Q 2022). The increase in margin was driven by lower expenses.お知らせ • Jul 01Shanghai Ailu Package Co., Ltd. to Report First Half, 2023 Results on Aug 16, 2023Shanghai Ailu Package Co., Ltd. announced that they will report first half, 2023 results on Aug 16, 2023Buying Opportunity • Jun 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be CN¥11.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years, while earnings per share has been flat.お知らせ • Jun 07Shanghai Ailu Package Co., Ltd. Implements Final Profit Distribution Plan of A Shares for 2022, Payable on 13 June 2023Shanghai Ailu Package Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 0.40000000. Record date: 12 June 2023, Ex-date: 13 June 2023, Payment date: 13 June 2023.お知らせ • May 24+ 1 more updateShanghai Ailu Package Co., Ltd. Announces Board AppointmentsShanghai Ailu Package Co., Ltd. announced that at the AGM was held on 19 May 2023, the company approved the appointment of Dai Yufeng, Chen Jie, Xia Yaoyun as independent directors. Qian Huihao and Hu Junlin appointed as supervisors.Buying Opportunity • May 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be CN¥11.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 78% in a year. Earnings is forecast to grow by 169% in the next year.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.018 (vs CN¥0.08 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.018 (down from CN¥0.08 in 1Q 2022). Revenue: CN¥223.1m (down 18% from 1Q 2022). Net income: CN¥7.01m (down 78% from 1Q 2022). Profit margin: 3.1% (down from 12% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Packaging industry in China.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥11.15, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Packaging industry in China. Total loss to shareholders of 25% over the past year.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥9.32, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Packaging industry in China. Total loss to shareholders of 47% over the past year.お知らせ • Nov 16Shanghai Ailu Package Co., Ltd. announced that it expects to receive CNY 199.999998 million in fundingShanghai Ailu Package Co., Ltd. announced that it has signed an agreement to issue more than 30,441,400 A shares pre-plan at an issue price of CNY 6.57 per share for an aggregate gross proceeds of not more than CNY 199,999,998 on November 14, 2022. The transaction will include participation from returning investor, Chen Ankang. The shares to be issued shall have a hold period of 36 months from the issuance closing date. The transaction has been approved at the 21st meeting of the company’s 3rd directorate. The transaction is still subject to the company’s shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.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 Lihui Yu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.11 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.07 (down from CN¥0.11 in 3Q 2021). Revenue: CN¥283.7m (up 2.4% from 3Q 2021). Net income: CN¥26.8m (down 28% from 3Q 2021). Profit margin: 9.5% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Packaging industry in China.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥8.26, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Packaging industry in China. Total loss to shareholders of 51% over the past year.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.06 (vs CN¥0.10 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.10 in 2Q 2021). Revenue: CN¥287.2m (up 4.7% from 2Q 2021). Net income: CN¥24.8m (down 31% from 2Q 2021). Profit margin: 8.6% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 36%, compared to a 35% growth forecast for the Packaging industry in China.お知らせ • Jun 03Shanghai Ailu Package Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on June 10, 2022Shanghai Ailu Package Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares), Payable on June 10, 2022. The company announced Cash dividend/10 shares (tax included) of CNY 0.60000000. The record date is June 9, 2022 and ex-date is June 10, 2022.お知らせ • May 24Shanghai Ailu Package Co., Ltd. Approves Profit Distribution Plan for 2021Shanghai Ailu Package Co., Ltd. at the Annual General Meeting held on 20 May 2022, approved cash dividend (tax included) of CNY 0.60000000 per ten shares for 2021.お知らせ • Apr 28Shanghai Ailu Package Co., Ltd. Proposes Final Cash Dividend for the Year 2021Shanghai Ailu Package Co., Ltd. proposed final cash dividend (tax included) of CNY 0.600000 per 10 shares for the year 2021.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥14.20, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Packaging industry in China.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥14.86, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Packaging industry in China.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥20.74, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 19x in the Packaging industry in China.株主還元301062CN PackagingCN 市場7D-8.7%0.2%1.5%1Y-15.6%51.0%33.7%株主還元を見る業界別リターン: 301062過去 1 年間で51 % の収益を上げたCN Packaging業界を下回りました。リターン対市場: 301062は、過去 1 年間で33.7 % のリターンを上げたCN市場を下回りました。価格変動Is 301062's price volatile compared to industry and market?301062 volatility301062 Average Weekly Movement6.3%Packaging Industry Average Movement6.4%Market Average Movement6.5%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.3%安定した株価: 301062 、 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: 301062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20061,055Ankang Chenwww.ailugroup.com上海愛鹿包装有限公司は、中国で産業用紙包装製品、プラスチック包装製品、インテリジェント包装システムの研究開発、設計、製造、販売を行っている。パスターバルブ、ブロックボトム、縫製オープンマウス、ピンチボトムオープンマウス、サッチェルボトムオープンマウスバッグからなる工業用多層紙袋、プラスチックバルブ袋、プラスチックFFSフィルム、プラスチックオープンマウスバッグを含む工業用プラスチック包装製品、包装機械、完全なライン充填システム、および付加価値サービスを提供しています。化学、建材、食品、医薬品業界に製品を提供している。インドネシア、フィリピン、シンガポール、マレーシア、オーストラリア、日本、インド、ニュージーランド、および海外に製品を輸出している。同社は2006年に設立され、中国の上海を拠点としている。もっと見るShanghai Ailu Package Co., Ltd. 基礎のまとめShanghai Ailu Package の収益と売上を時価総額と比較するとどうか。301062 基礎統計学時価総額CN¥2.95b収益（TTM）-CN¥122.68m売上高(TTM)CN¥1.17b2.5xP/Sレシオ-24.0xPER（株価収益率301062 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301062 損益計算書（TTM）収益CN¥1.17b売上原価CN¥956.49m売上総利益CN¥217.82mその他の費用CN¥340.50m収益-CN¥122.68m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.28グロス・マージン18.55%純利益率-10.45%有利子負債／自己資本比率65.8%301062 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1.2%現在の配当利回り-67%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2026/05/29 22:54終値2026/05/29 00:00収益2025/12/31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Shanghai Ailu Package 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。1 アナリスト機関Sun-Hai YangTianfeng Securities Brokerage Co., Ltd
Reported Earnings • Apr 29Full year 2025 earnings released: CN¥0.28 loss per share (vs CN¥0.13 profit in FY 2024)Full year 2025 results: CN¥0.28 loss per share (down from CN¥0.13 profit in FY 2024). Revenue: CN¥1.17b (down 1.4% from FY 2024). Net loss: CN¥122.7m (down 330% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 29Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 20, 2026Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 20, 2026, at 14:00 China Standard Time. Location: No. 3588, Caolang Road, Jinshan District, Shanghai China
お知らせ • Mar 31Shanghai Ailu Package Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shanghai Ailu Package Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 27% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 27% per year over the past 5 years.
お知らせ • Dec 31Shanghai Ailu Package Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Shanghai Ailu Package Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
お知らせ • Nov 22Shanghai Ailu Package Co., Ltd. Approves Cash Dividend for the Third Quarter of 2025Shanghai Ailu Package Co., Ltd. at its EGM held on 20 November 2025, approved 2025 3rd quarter profit distribution plan Cash dividend/10 shares (tax included): CNY 0.40000000 per share.
Reported Earnings • Apr 29Full year 2025 earnings released: CN¥0.28 loss per share (vs CN¥0.13 profit in FY 2024)Full year 2025 results: CN¥0.28 loss per share (down from CN¥0.13 profit in FY 2024). Revenue: CN¥1.17b (down 1.4% from FY 2024). Net loss: CN¥122.7m (down 330% from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 29Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 20, 2026Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 20, 2026, at 14:00 China Standard Time. Location: No. 3588, Caolang Road, Jinshan District, Shanghai China
お知らせ • Mar 31Shanghai Ailu Package Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shanghai Ailu Package Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 27% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 27% per year over the past 5 years.
お知らせ • Dec 31Shanghai Ailu Package Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Shanghai Ailu Package Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
お知らせ • Nov 22Shanghai Ailu Package Co., Ltd. Approves Cash Dividend for the Third Quarter of 2025Shanghai Ailu Package Co., Ltd. at its EGM held on 20 November 2025, approved 2025 3rd quarter profit distribution plan Cash dividend/10 shares (tax included): CNY 0.40000000 per share.
Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.029 profit in 3Q 2024)Third quarter 2025 results: CN¥0.12 loss per share (down from CN¥0.029 profit in 3Q 2024). Revenue: CN¥295.5m (down 2.7% from 3Q 2024). Net loss: CN¥50.9m (down CN¥62.6m from profit in 3Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in China. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Sep 30Shanghai Ailu Package Co., Ltd. to Report Q3, 2025 Results on Oct 24, 2025Shanghai Ailu Package Co., Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025
New Risk • Sep 02New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 457% The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 457% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (0.4% net profit margin).
お知らせ • Jul 02Shanghai Ailu Package Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shanghai Ailu Package Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • May 30Shanghai Ailu Package Co., Ltd. Approves Cash Dividend for 2024Shanghai Ailu Package Co., Ltd. at its Annual General Meeting of 2024 on 28 May 2025, approved 2024 Cash dividend (tax included): CNY 0.50000000 per ten shares.
New Risk • May 05New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). 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 (2.1% net profit margin).
New Risk • Apr 28New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). 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 (2.1% net profit margin).
お知らせ • Apr 22Shanghai Ailu Package Co., Ltd. Proposes Final Cash Dividend for 2024Shanghai Ailu Package Co., Ltd. proposed final cash dividend of CNY 0.50000000 per 10 shares (tax included) for 2024.
Reported Earnings • Apr 21Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.13 (down from CN¥0.19 in FY 2023). Revenue: CN¥1.19b (up 12% from FY 2023). Net income: CN¥53.3m (down 29% from FY 2023). Profit margin: 4.5% (down from 7.1% in FY 2023). Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Packaging industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 21Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 28, 2025Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time. Location: 3F, No. 88, Yangda Road, Shanyang Town, Jinshan District, Shanghai China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥7.22, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Packaging industry in China. Total loss to shareholders of 36% over the past three years.
お知らせ • Mar 31Shanghai Ailu Package Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Shanghai Ailu Package Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
New Risk • Feb 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks High level of debt (65% net debt to equity). Paying a dividend despite having no free cash flows.
分析記事 • Feb 19When Should You Buy Shanghai Ailu Package Co., Ltd. (SZSE:301062)?Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ), is not the largest company out there, but it received a lot of...
お知らせ • Dec 31Shanghai Ailu Package Co., Ltd. to Report Fiscal Year 2024 Results on Apr 21, 2025Shanghai Ailu Package Co., Ltd. announced that they will report fiscal year 2024 results on Apr 21, 2025
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥14.75, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 25x in the Packaging industry in China. Total loss to shareholders of 10% over the past three years.
分析記事 • Dec 03Investors Appear Satisfied With Shanghai Ailu Package Co., Ltd.'s (SZSE:301062) Prospects As Shares Rocket 26%Despite an already strong run, Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ) shares have been powering on, with a...
分析記事 • Nov 26There Are Reasons To Feel Uneasy About Shanghai Ailu Package's (SZSE:301062) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥13.92, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 20x in the Packaging industry in China. Total loss to shareholders of 18% over the past three years.
分析記事 • Nov 06Additional Considerations Required While Assessing Shanghai Ailu Package's (SZSE:301062) Strong EarningsLast week's profit announcement from Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ) was underwhelming for investors...
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.029 (vs CN¥0.051 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.029 (down from CN¥0.051 in 3Q 2023). Revenue: CN¥303.7m (up 14% from 3Q 2023). Net income: CN¥11.8m (down 36% from 3Q 2023). Profit margin: 3.9% (down from 6.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 26Does Shanghai Ailu Package (SZSE:301062) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥10.78, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Packaging industry in China. Total loss to shareholders of 31% over the past three years.
分析記事 • Oct 07Shanghai Ailu Package Co., Ltd.'s (SZSE:301062) 40% Jump Shows Its Popularity With InvestorsShanghai Ailu Package Co., Ltd. ( SZSE:301062 ) shareholders would be excited to see that the share price has had a...
分析記事 • Oct 01Why Shanghai Ailu Package Co., Ltd. (SZSE:301062) Could Be Worth WatchingWhile Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ) might not have the largest market cap around , it saw a...
New Risk • Sep 30New 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 7.7% 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 Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). High level of non-cash earnings (29% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
お知らせ • Sep 30Shanghai Ailu Package Co., Ltd. to Report Q3, 2024 Results on Oct 24, 2024Shanghai Ailu Package Co., Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024
Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥10.06, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Packaging industry in China. Total loss to shareholders of 30% over the past three years.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥8.25, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Packaging industry in China. Total loss to shareholders of 63% over the past three years.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.059 (vs CN¥0.061 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.059 (down from CN¥0.061 in 2Q 2023). Revenue: CN¥302.2m (up 11% from 2Q 2023). Net income: CN¥23.2m (down 12% from 2Q 2023). Profit margin: 7.7% (down from 9.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Packaging industry in China.
分析記事 • Jul 31Shanghai Ailu Package (SZSE:301062) Will Be Hoping To Turn Its Returns On Capital AroundFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Jun 29Shanghai Ailu Package Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Shanghai Ailu Package Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
分析記事 • Apr 30Shanghai Ailu Package (SZSE:301062) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Shanghai Ailu Package Co., Ltd.'s ( SZSE:301062 ) stock hasn't...
New Risk • Apr 24New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). High level of non-cash earnings (26% accrual ratio).
Reported Earnings • Apr 11Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.19 (down from CN¥0.27 in FY 2022). Revenue: CN¥1.07b (down 5.0% from FY 2022). Net income: CN¥75.3m (down 29% from FY 2022). Profit margin: 7.1% (down from 9.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Packaging industry in China.
お知らせ • Apr 10Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 08, 2024Shanghai Ailu Package Co., Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: 3F, No. 88, Yangda Road, Shanyang Town, Jinshan District, Shanghai China
お知らせ • Mar 30Shanghai Ailu Package Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Shanghai Ailu Package Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024
分析記事 • Mar 22Shanghai Ailu Package Co., Ltd.'s (SZSE:301062) 27% Jump Shows Its Popularity With InvestorsThose holding Shanghai Ailu Package Co., Ltd. ( SZSE:301062 ) shares would be relieved that the share price has...
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥9.99, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 19x in the Packaging industry in China. Total returns to shareholders of 2.6% over the past year.
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% 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 Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥7.96, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Packaging industry in China. Total loss to shareholders of 17% over the past year.
お知らせ • Dec 29Shanghai Ailu Package Co., Ltd. to Report Fiscal Year 2023 Results on Apr 10, 2024Shanghai Ailu Package Co., Ltd. announced that they will report fiscal year 2023 results on Apr 10, 2024
New Risk • Nov 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.051 (vs CN¥0.07 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.051 (down from CN¥0.07 in 3Q 2022). Revenue: CN¥265.2m (down 6.5% from 3Q 2022). Net income: CN¥18.3m (down 32% from 3Q 2022). Profit margin: 6.9% (down from 9.5% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Packaging industry in China.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥10.36, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 15x in the Packaging industry in China. Total returns to shareholders of 36% over the past year.
Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.061 (vs CN¥0.06 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.061 (up from CN¥0.06 in 2Q 2022). Revenue: CN¥271.9m (down 5.3% from 2Q 2022). Net income: CN¥26.3m (up 6.1% from 2Q 2022). Profit margin: 9.7% (up from 8.6% in 2Q 2022). The increase in margin was driven by lower expenses.
お知らせ • Jul 01Shanghai Ailu Package Co., Ltd. to Report First Half, 2023 Results on Aug 16, 2023Shanghai Ailu Package Co., Ltd. announced that they will report first half, 2023 results on Aug 16, 2023
Buying Opportunity • Jun 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be CN¥11.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years, while earnings per share has been flat.
お知らせ • Jun 07Shanghai Ailu Package Co., Ltd. Implements Final Profit Distribution Plan of A Shares for 2022, Payable on 13 June 2023Shanghai Ailu Package Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 0.40000000. Record date: 12 June 2023, Ex-date: 13 June 2023, Payment date: 13 June 2023.
お知らせ • May 24+ 1 more updateShanghai Ailu Package Co., Ltd. Announces Board AppointmentsShanghai Ailu Package Co., Ltd. announced that at the AGM was held on 19 May 2023, the company approved the appointment of Dai Yufeng, Chen Jie, Xia Yaoyun as independent directors. Qian Huihao and Hu Junlin appointed as supervisors.
Buying Opportunity • May 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be CN¥11.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 78% in a year. Earnings is forecast to grow by 169% in the next year.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.018 (vs CN¥0.08 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.018 (down from CN¥0.08 in 1Q 2022). Revenue: CN¥223.1m (down 18% from 1Q 2022). Net income: CN¥7.01m (down 78% from 1Q 2022). Profit margin: 3.1% (down from 12% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Packaging industry in China.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥11.15, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Packaging industry in China. Total loss to shareholders of 25% over the past year.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥9.32, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Packaging industry in China. Total loss to shareholders of 47% over the past year.
お知らせ • Nov 16Shanghai Ailu Package Co., Ltd. announced that it expects to receive CNY 199.999998 million in fundingShanghai Ailu Package Co., Ltd. announced that it has signed an agreement to issue more than 30,441,400 A shares pre-plan at an issue price of CNY 6.57 per share for an aggregate gross proceeds of not more than CNY 199,999,998 on November 14, 2022. The transaction will include participation from returning investor, Chen Ankang. The shares to be issued shall have a hold period of 36 months from the issuance closing date. The transaction has been approved at the 21st meeting of the company’s 3rd directorate. The transaction is still subject to the company’s shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.
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 Lihui Yu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.11 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.07 (down from CN¥0.11 in 3Q 2021). Revenue: CN¥283.7m (up 2.4% from 3Q 2021). Net income: CN¥26.8m (down 28% from 3Q 2021). Profit margin: 9.5% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Packaging industry in China.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥8.26, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Packaging industry in China. Total loss to shareholders of 51% over the past year.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.06 (vs CN¥0.10 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.10 in 2Q 2021). Revenue: CN¥287.2m (up 4.7% from 2Q 2021). Net income: CN¥24.8m (down 31% from 2Q 2021). Profit margin: 8.6% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 36%, compared to a 35% growth forecast for the Packaging industry in China.
お知らせ • Jun 03Shanghai Ailu Package Co., Ltd. Announces 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on June 10, 2022Shanghai Ailu Package Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares), Payable on June 10, 2022. The company announced Cash dividend/10 shares (tax included) of CNY 0.60000000. The record date is June 9, 2022 and ex-date is June 10, 2022.
お知らせ • May 24Shanghai Ailu Package Co., Ltd. Approves Profit Distribution Plan for 2021Shanghai Ailu Package Co., Ltd. at the Annual General Meeting held on 20 May 2022, approved cash dividend (tax included) of CNY 0.60000000 per ten shares for 2021.
お知らせ • Apr 28Shanghai Ailu Package Co., Ltd. Proposes Final Cash Dividend for the Year 2021Shanghai Ailu Package Co., Ltd. proposed final cash dividend (tax included) of CNY 0.600000 per 10 shares for the year 2021.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥14.20, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Packaging industry in China.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥14.86, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Packaging industry in China.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥20.74, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 19x in the Packaging industry in China.
