View ValuationTransfar Zhilian 将来の成長Future 基準チェック /36Transfar Zhilian利益と収益がそれぞれ年間27.6%と3.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.6% 27.4%なると予測されています。主要情報27.6%収益成長率27.40%EPS成長率Chemicals 収益成長30.6%収益成長率3.7%将来の株主資本利益率6.60%アナリストカバレッジLow最終更新日21 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Jin Chen was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 21Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Transfar Zhilian Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026お知らせ • Oct 14Transfar Zhilian Co., Ltd. Approves Interim Cash Dividend for 2025Transfar Zhilian Co., Ltd. at its Extraordinary General Meeting of 2025 on 10 October 2025, approved interim Cash dividend/10 shares (tax included): CNY 0.500000000 for 2025.お知らせ • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Transfar Zhilian Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Jul 02Transfar Zhilian Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Transfar Zhilian Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • May 22Transfar Zhilian Co., Ltd. Approves Cash Dividend for 2024Transfar Zhilian Co., Ltd. at its Annual General Meeting of 2024 on 20 May 2025, approved Cash dividend (tax included): CNY 1.00000000 per ten shares for 2024.お知らせ • Apr 23Transfar Zhilian Co., Ltd. Proposes Final Cash Dividend for the Year 2024Transfar Zhilian Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2024.お知らせ • Apr 22Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Transfar Zhilian Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.09, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 33% over the past three years.New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 62x cash flows per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).お知らせ • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Transfar Zhilian Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥4.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years.お知らせ • Jun 29Transfar Zhilian Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Transfar Zhilian Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024Declared Dividend • Jun 19Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 24th June 2024 Payment date: 24th June 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.26 in FY 2022)Full year 2023 results: EPS: CN¥0.21 (down from CN¥0.26 in FY 2022). Revenue: CN¥33.6b (down 9.1% from FY 2022). Net income: CN¥590.9m (down 21% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang Chinaお知らせ • Mar 30Transfar Zhilian Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Transfar Zhilian Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥4.65, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 25x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.お知らせ • Dec 29Transfar Zhilian Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.051 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.051 in 3Q 2022). Revenue: CN¥8.90b (down 9.3% from 3Q 2022). Net income: CN¥120.1m (down 23% from 3Q 2022). Profit margin: 1.3% (down from 1.6% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.073 (vs CN¥0.098 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.073 (down from CN¥0.098 in 2Q 2022). Revenue: CN¥8.64b (down 15% from 2Q 2022). Net income: CN¥207.6m (down 30% from 2Q 2022). Profit margin: 2.4% (down from 2.9% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Jun 14Transfar Zhilian Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 19, 2023Transfar Zhilian Co., Ltd. announced final cash dividend of CNY 1.00 per 10 shares on A shares for the year 2022. Record date is June 16, 2023, Ex-Date is June 19, 2023 and Payment Date is June 19, 2023.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.72 in FY 2021)Full year 2022 results: EPS: CN¥0.26 (down from CN¥0.72 in FY 2021). Revenue: CN¥37.0b (up 4.2% from FY 2021). Net income: CN¥744.8m (down 67% from FY 2021). Profit margin: 2.0% (down from 6.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Jin Guo Xin was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.051 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.051 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥9.81b (up 4.8% from 3Q 2021). Net income: CN¥156.7m (down 60% from 3Q 2021). Profit margin: 1.6% (down from 4.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.13 in 2Q 2021). Revenue: CN¥10.1b (up 14% from 2Q 2021). Net income: CN¥296.3m (down 27% from 2Q 2021). Profit margin: 2.9% (down from 4.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 21%, compared to a 42% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥6.34, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 10.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.99 per share.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥9.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.06 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥9.36b (up 62% from 3Q 2020). Net income: CN¥390.1m (up 116% from 3Q 2020). Profit margin: 4.2% (up from 3.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥8.33, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 8.9% over the past three years.Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.15 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥8.90b (up 71% from 2Q 2020). Net income: CN¥406.6m (down 13% from 2Q 2020). Profit margin: 4.6% (down from 9.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥7.54, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 34% over the past three years.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.94, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 38% over the past three years.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.042 (vs CN¥0.005 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥7.10b (up 98% from 1Q 2020). Net income: CN¥139.8m (up CN¥124.7m from 1Q 2020). Profit margin: 2.0% (up from 0.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.29, the stock is trading at a trailing P/E ratio of 16.2x, up from the previous P/E ratio of 13.9x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 54%.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.49 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥21.9b (up 8.0% from FY 2019). Net income: CN¥1.47b (down 8.5% from FY 2019). Profit margin: 6.7% (down from 7.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 04Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 10%, compared to a 51% growth forecast for the Chemicals industry in China.Is New 90 Day High Low • Feb 20New 90-day high: CN¥6.42The company is up 15% from its price of CN¥5.60 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.54 per share.Is New 90 Day High Low • Jan 26New 90-day high: CN¥5.82The company is up 4.0% from its price of CN¥5.62 on 29 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.53 per share.Is New 90 Day High Low • Dec 28New 90-day low: CN¥4.59The company is down 18% from its price of CN¥5.63 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.38 per share.Is New 90 Day High Low • Dec 10New 90-day low: CN¥5.23The company is down 12% from its price of CN¥5.96 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.39 per share.Is New 90 Day High Low • Oct 21New 90-day low: CN¥5.59The company is down 6.0% from its price of CN¥5.94 on 23 July 2020. The Chinese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.20 per share.Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.44b, up 16% from the prior year. Total revenue was CN¥19.6b over the last 12 months, up 9.9% from the prior year.業績と収益の成長予測XSEC:002010 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202825,7131,441N/A550112/31/202724,6941,217N/A3,330112/31/202624,317878N/A48313/31/202623,0206593811,298N/A12/31/202525,0975904831,389N/A9/30/202526,1825538381,475N/A6/30/202526,0163736471,341N/A3/31/202526,3471805051,297N/A12/31/202426,7171545961,661N/A9/30/202427,260326341,179N/A6/30/202429,7074972011,592N/A3/31/202431,813585471,529N/A12/31/202333,6375913171,711N/A9/30/202334,5006402521,890N/A6/30/202335,4126751431,703N/A3/31/202336,894765-1311,523N/A12/31/202236,998745-3661,488N/A9/30/202238,4051,921-8131,435N/A6/30/202237,9572,156-1,2701,385N/A3/31/202236,7402,266-1,9011,125N/A12/31/202135,5122,249-1,8261,327N/A9/30/202132,4541,793-9891,645N/A6/30/202128,8611,583-9421,537N/A3/31/202125,1551,646-3332,112N/A12/31/202021,6411,521-642,180N/A9/30/202019,6051,440-1,2172,206N/A6/30/202019,5641,466-1,4011,887N/A3/31/202019,0071,457-1,6731,326N/A12/31/201920,2801,602N/A1,415N/A9/30/201917,8171,242N/A1,644N/A6/30/201918,6071,168N/A1,815N/A3/31/201920,116880N/A1,957N/A12/31/201820,264819N/A466N/A9/30/201824,893636N/A353N/A6/30/201824,615551N/A-96N/A3/31/201822,023480N/A-1,620N/A12/31/201719,280469N/A-691N/A9/30/201716,218345N/A-2,456N/A6/30/201711,605432N/A-2,051N/A3/31/20179,451709N/A-584N/A12/31/20168,166693N/A-401N/A9/30/20165,145793N/A217N/A6/30/20164,904879N/A285N/A3/31/20165,131571N/A268N/A12/31/20155,340551N/A414N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 002010の予測収益成長率 (年間27.6% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002010の収益 ( 27.6% ) はCN市場 ( 27.3% ) よりも速いペースで成長すると予測されています。高成長収益: 002010の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 002010の収益 ( 3.7% ) CN市場 ( 16.4% ) よりも低い成長が予測されています。高い収益成長: 002010の収益 ( 3.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002010の 自己資本利益率 は、3年後には低くなると予測されています ( 6.6 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 07:25終値2026/05/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Transfar Zhilian Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Nan YuHaitong International Research LimitedXiaofeng ShenHuatai ResearchPin Hui WangIndustrial Securities Co. Ltd.2 その他のアナリストを表示
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Jin Chen was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 21Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
お知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Transfar Zhilian Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026
お知らせ • Oct 14Transfar Zhilian Co., Ltd. Approves Interim Cash Dividend for 2025Transfar Zhilian Co., Ltd. at its Extraordinary General Meeting of 2025 on 10 October 2025, approved interim Cash dividend/10 shares (tax included): CNY 0.500000000 for 2025.
お知らせ • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Transfar Zhilian Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jul 02Transfar Zhilian Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Transfar Zhilian Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • May 22Transfar Zhilian Co., Ltd. Approves Cash Dividend for 2024Transfar Zhilian Co., Ltd. at its Annual General Meeting of 2024 on 20 May 2025, approved Cash dividend (tax included): CNY 1.00000000 per ten shares for 2024.
お知らせ • Apr 23Transfar Zhilian Co., Ltd. Proposes Final Cash Dividend for the Year 2024Transfar Zhilian Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2024.
お知らせ • Apr 22Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
お知らせ • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Transfar Zhilian Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.09, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 33% over the past three years.
New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 62x cash flows per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
お知らせ • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Transfar Zhilian Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥4.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years.
お知らせ • Jun 29Transfar Zhilian Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Transfar Zhilian Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
Declared Dividend • Jun 19Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 24th June 2024 Payment date: 24th June 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.26 in FY 2022)Full year 2023 results: EPS: CN¥0.21 (down from CN¥0.26 in FY 2022). Revenue: CN¥33.6b (down 9.1% from FY 2022). Net income: CN¥590.9m (down 21% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
お知らせ • Mar 30Transfar Zhilian Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Transfar Zhilian Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥4.65, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 25x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.
お知らせ • Dec 29Transfar Zhilian Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.051 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.051 in 3Q 2022). Revenue: CN¥8.90b (down 9.3% from 3Q 2022). Net income: CN¥120.1m (down 23% from 3Q 2022). Profit margin: 1.3% (down from 1.6% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.073 (vs CN¥0.098 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.073 (down from CN¥0.098 in 2Q 2022). Revenue: CN¥8.64b (down 15% from 2Q 2022). Net income: CN¥207.6m (down 30% from 2Q 2022). Profit margin: 2.4% (down from 2.9% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Jun 14Transfar Zhilian Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 19, 2023Transfar Zhilian Co., Ltd. announced final cash dividend of CNY 1.00 per 10 shares on A shares for the year 2022. Record date is June 16, 2023, Ex-Date is June 19, 2023 and Payment Date is June 19, 2023.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.72 in FY 2021)Full year 2022 results: EPS: CN¥0.26 (down from CN¥0.72 in FY 2021). Revenue: CN¥37.0b (up 4.2% from FY 2021). Net income: CN¥744.8m (down 67% from FY 2021). Profit margin: 2.0% (down from 6.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Jin Guo Xin was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.051 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.051 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥9.81b (up 4.8% from 3Q 2021). Net income: CN¥156.7m (down 60% from 3Q 2021). Profit margin: 1.6% (down from 4.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.13 in 2Q 2021). Revenue: CN¥10.1b (up 14% from 2Q 2021). Net income: CN¥296.3m (down 27% from 2Q 2021). Profit margin: 2.9% (down from 4.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 21%, compared to a 42% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥6.34, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 10.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.99 per share.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥9.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.06 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥9.36b (up 62% from 3Q 2020). Net income: CN¥390.1m (up 116% from 3Q 2020). Profit margin: 4.2% (up from 3.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥8.33, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 8.9% over the past three years.
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.15 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥8.90b (up 71% from 2Q 2020). Net income: CN¥406.6m (down 13% from 2Q 2020). Profit margin: 4.6% (down from 9.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥7.54, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 34% over the past three years.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.94, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 38% over the past three years.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.042 (vs CN¥0.005 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥7.10b (up 98% from 1Q 2020). Net income: CN¥139.8m (up CN¥124.7m from 1Q 2020). Profit margin: 2.0% (up from 0.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.29, the stock is trading at a trailing P/E ratio of 16.2x, up from the previous P/E ratio of 13.9x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 54%.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.49 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥21.9b (up 8.0% from FY 2019). Net income: CN¥1.47b (down 8.5% from FY 2019). Profit margin: 6.7% (down from 7.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 04Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 10%, compared to a 51% growth forecast for the Chemicals industry in China.
Is New 90 Day High Low • Feb 20New 90-day high: CN¥6.42The company is up 15% from its price of CN¥5.60 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.54 per share.
Is New 90 Day High Low • Jan 26New 90-day high: CN¥5.82The company is up 4.0% from its price of CN¥5.62 on 29 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.53 per share.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥4.59The company is down 18% from its price of CN¥5.63 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.38 per share.
Is New 90 Day High Low • Dec 10New 90-day low: CN¥5.23The company is down 12% from its price of CN¥5.96 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.39 per share.
Is New 90 Day High Low • Oct 21New 90-day low: CN¥5.59The company is down 6.0% from its price of CN¥5.94 on 23 July 2020. The Chinese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.20 per share.
Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.44b, up 16% from the prior year. Total revenue was CN¥19.6b over the last 12 months, up 9.9% from the prior year.