Sichuan Development LomonLtd（002312）株式概要四川発展菱紋有限公司は、中国におけるリン化学製品の研究開発、生産、販売を行っています。 詳細002312 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1/6財務の健全性3/6配当金3/6報酬株価収益率（ 45.8 x） CN市場（ 50.3 x）を下回っています。リスク分析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 過去5年間で収益は年間18.8%減少しました。 利益率(3.7%)は昨年より低い(6.2%) 0.93%の配当はフリーキャッシュフローで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002312 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¥9.7335.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b15b2016201920222025202620282031Revenue CN¥15.5bEarnings CN¥577.5mAdvancedSet Fair ValueView all narrativesSichuan Development Lomon Co.,Ltd. 競合他社YONFER Agricultural TechnologySymbol: SZSE:000902Market cap: CN¥18.2bShandong Weifang Rainbow ChemicalSymbol: SZSE:301035Market cap: CN¥19.7bChengdu Wintrue HoldingSymbol: SZSE:002539Market cap: CN¥15.5bHubei Yihua Chemical IndustrySymbol: SZSE:000422Market cap: CN¥15.6b価格と性能株価の高値、安値、推移の概要Sichuan Development LomonLtd過去の株価現在の株価CN¥9.7352週高値CN¥14.1552週安値CN¥9.65ベータ0.131ヶ月の変化-16.27%3ヶ月変化-16.12%1年変化-14.27%3年間の変化7.75%5年間の変化28.19%IPOからの変化2.42%最新ニュースBoard Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. Board Secretary & Employee Representative Director Huamei Song is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 28Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026, at 14:50 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan Chinaお知らせ • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026お知らせ • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2025 Results on Oct 24, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025お知らせ • Jul 02Sichuan Development Lomon Co.,Ltd. to Report First Half, 2025 Results on Aug 19, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2025 results on Aug 19, 2025最新情報をもっと見るRecent updatesBoard Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. Board Secretary & Employee Representative Director Huamei Song is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 28Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026, at 14:50 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan Chinaお知らせ • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026お知らせ • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2025 Results on Oct 24, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025お知らせ • Jul 02Sichuan Development Lomon Co.,Ltd. to Report First Half, 2025 Results on Aug 19, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2025 results on Aug 19, 2025お知らせ • May 31Sichuan Development Lomon Co.,Ltd. Approves Dividend for the Year 2024Sichuan Development Lomon Co.,Ltd. approved at its AGM held on 29 May 2025 the cash dividend/10 shares (tax included) of CNY 1.41000000 for the year 2024.お知らせ • Apr 25Sichuan Development Lomon Co.,Ltd. Proposes Final Cash Dividend for 2024Sichuan Development Lomon Co.,Ltd. proposed final cash dividend of CNY 1.41000000 per 10 shares (tax included) for 2024.お知らせ • Apr 23Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 29, 2025Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 29, 2025, at 14:30 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan Chinaお知らせ • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2025 Results on Apr 28, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025お知らせ • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥16.52, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 22% over the past three years.Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.043 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (up from CN¥0.043 in 3Q 2023). Revenue: CN¥2.03b (up 13% from 3Q 2023). Net income: CN¥131.2m (up 41% from 3Q 2023). Profit margin: 6.5% (up from 5.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥12.12, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.32 per share.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥9.71, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.23 per share.お知らせ • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2024 Results on Oct 26, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥8.17, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Chemicals industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.13 per share.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.048 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.048 in 2Q 2023). Revenue: CN¥2.35b (up 42% from 2Q 2023). Net income: CN¥190.1m (up 133% from 2Q 2023). Profit margin: 8.1% (up from 4.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Jun 29Sichuan Development Lomon Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024お知らせ • May 23Sichuan Development Lomon Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on May 24, 2024Sichuan Development Lomon Co.,Ltd. announced the implementation of 2023 final profit distribution plan of CNY 0.90000000 per 10 shares (tax included) on A shares. The dividend payable on May 24, 2024. Ex-date is May 24, 2024 and the record date is May 23, 2024.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥8.56, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.Reported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.59 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.59 in FY 2022). Revenue: CN¥7.71b (down 23% from FY 2022). Net income: CN¥414.3m (down 61% from FY 2022). Profit margin: 5.4% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 15, 2024Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, High-tech Zone, Chengdu, Sichuan Chinaお知らせ • Mar 30Sichuan Development Lomon Co.,Ltd. to Report Q1, 2024 Results on Apr 23, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥5.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 22% over the past three years.お知らせ • Dec 30Sichuan Development Lomon Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Sichuan Development Lomon Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.17 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.043 (down from CN¥0.17 in 3Q 2022). Revenue: CN¥1.79b (down 19% from 3Q 2022). Net income: CN¥93.2m (down 71% from 3Q 2022). Profit margin: 5.2% (down from 15% in 3Q 2022). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Profit margins are more than 30% lower than last year (5.9% net profit margin).Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CN¥0.048 (vs CN¥0.26 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.048 (down from CN¥0.26 in 2Q 2022). Revenue: CN¥1.66b (down 45% from 2Q 2022). Net income: CN¥81.6m (down 84% from 2Q 2022). Profit margin: 4.9% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 30% 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 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 01Sichuan Development Lomon Co., Ltd. to Report First Half, 2023 Results on Aug 10, 2023Sichuan Development Lomon Co., Ltd. announced that they will report first half, 2023 results on Aug 10, 2023お知らせ • Jun 21Sichuan Development Lomon Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 28 June 2023Sichuan Development Lomon Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY2.20000000. Record date is 27 June 2023. Ex-date is 28 June 2023.Payment date is 28 June 2023.お知らせ • May 19Sichuan Development Lomon Co., Ltd. Approves Cash Dividend for 2022Sichuan Development Lomon Co., Ltd. held its Annual General Meeting of 2022 on 17 May 2023, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 2.20000000.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.59 (vs CN¥0.63 in FY 2021)Full year 2022 results: EPS: CN¥0.59. Revenue: CN¥10.0b (up 51% from FY 2021). Net income: CN¥1.06b (up 4.7% from FY 2021). Profit margin: 11% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses.Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Non-Independent Director Jiang Zhu is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.12 in 3Q 2021). Revenue: CN¥2.21b (up 31% from 3Q 2021). Net income: CN¥325.7m (up 59% from 3Q 2021). Profit margin: 15% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% 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 59% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥16.43, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 383% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥13.09, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 255% over the past three years.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.08 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.08 in 1Q 2021). Revenue: CN¥2.33b (up 64% from 1Q 2021). Net income: CN¥273.1m (up 146% from 1Q 2021). Profit margin: 12% (up from 7.8% in 1Q 2021). Over the next year, revenue is forecast to grow 18%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Non-Independent Director Jiang Zhu is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 14Full year 2021 earnings released: EPS: CN¥0.63 (vs CN¥0.50 in FY 2020)Full year 2021 results: EPS: CN¥0.63 (up from CN¥0.50 in FY 2020). Revenue: CN¥6.64b (up 28% from FY 2020). Net income: CN¥1.02b (up 52% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). Over the next year, revenue is forecast to grow 11%, compared to a 53% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥15.16, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 380% over the past three years.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.40 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥1.69b (up 28% from 3Q 2020). Net income: CN¥205.0m (down 62% from 3Q 2020). Profit margin: 12% (down from 41% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥16.46, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 441% over the past three years.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥14.23, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 289% over the past three years.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥19.51, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 411% over the past three years.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥16.81, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 393% over the past three years.Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.34 (vs CN¥0.064 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.63b (up 32% from 2Q 2020). Net income: CN¥577.8m (up CN¥493.9m from 2Q 2020). Profit margin: 35% (up from 6.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥13.90, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 297% over the past three years.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 25% share price gain to CN¥10.37, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 202% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥8.96, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the IT industry in China. Total returns to shareholders of 122% over the past three years.Reported Earnings • Apr 20First quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.006 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.42b (up 18% from 1Q 2020). Net income: CN¥111.2m (up CN¥102.6m from 1Q 2020). Profit margin: 7.8% (up from 0.7% in 1Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Apr 04Full year 2020 earnings released: EPS CN¥0.50 (vs CN¥0.06 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥5.18b (up 171% from FY 2019). Net income: CN¥668.7m (up CN¥584.1m from FY 2019). Profit margin: 13% (up from 4.4% in FY 2019). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥9.15, the stock is trading at a trailing P/E ratio of 15.1x, up from the previous P/E ratio of 12.2x. This compares to an average P/E of 55x in the IT industry in China. Total returns to shareholders over the past year are 79%.Is New 90 Day High Low • Feb 20New 90-day high: CN¥8.32The company is up 34% from its price of CN¥6.23 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 21% over the same period.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥7.92, the stock is trading at a trailing P/E ratio of 13.1x, up from the previous P/E ratio of 10.6x. This compares to an average P/E of 54x in the IT industry in China. Total returns to shareholders over the past year are 69%.Is New 90 Day High Low • Jan 22New 90-day high: CN¥6.74The company is up 4.0% from its price of CN¥6.45 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 24% over the same period.Is New 90 Day High Low • Dec 24New 90-day low: CN¥5.63The company is down 8.0% from its price of CN¥6.15 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 22% over the same period.Is New 90 Day High Low • Nov 27New 90-day low: CN¥5.96The company is down 13% from its price of CN¥6.84 on 26 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 14% over the same period.株主還元002312CN ChemicalsCN 市場7D-5.7%-1.3%-0.04%1Y-14.3%61.8%34.9%株主還元を見る業界別リターン: 002312過去 1 年間で61.8 % の収益を上げたCN Chemicals業界を下回りました。リターン対市場: 002312は、過去 1 年間で34.9 % のリターンを上げたCN市場を下回りました。価格変動Is 002312's price volatile compared to industry and market?002312 volatility002312 Average Weekly Movement6.0%Chemicals Industry Average Movement6.8%Market Average Movement6.4%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 002312 、 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: 002312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19976,578Liwei Wangwww.sdlomon.com四川発展菱紋有限公司は中国におけるリン化学製品の研究開発、生産、販売を行っている。工業用リン酸一アンモニウム、飼料用リン酸水素カルシウム、肥料用リン酸水素カルシウム、肥料用リン酸一アンモニウムなどのリン化学製品を提供。また、金融アウトソーシングサービスも提供している。また、農業・物流事業、荷役・倉庫業、新素材の研究開発・生産、リン鉱石の採掘・洗浄・販売、パイプライン輸送事業、エンジニアリング設計・監督・建設事業、化学原料・化学製品の製造、鉄鉱石の採掘・洗浄事業も行っている。同社は以前、成都三泰控股集団有限公司として知られていた。同社は1997年に設立され、中国成都に本社を置く。もっと見るSichuan Development Lomon Co.,Ltd. 基礎のまとめSichuan Development LomonLtd の収益と売上を時価総額と比較するとどうか。002312 基礎統計学時価総額CN¥18.37b収益（TTM）CN¥401.38m売上高(TTM)CN¥10.74b45.8xPER（株価収益率1.7xP/Sレシオ002312 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002312 損益計算書（TTM）収益CN¥10.74b売上原価CN¥9.39b売上総利益CN¥1.35bその他の費用CN¥952.62m収益CN¥401.38m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.21グロス・マージン12.61%純利益率3.74%有利子負債／自己資本比率68.8%002312 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0.9%現在の配当利回り41%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2026/05/22 11:14終値2026/05/22 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Sichuan Development Lomon 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。2 アナリスト機関Nai Di ZhaoEverbright Securities Co. Ltd.Zhiyang ZhangIndustrial Securities Co. Ltd.
Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. Board Secretary & Employee Representative Director Huamei Song is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 28Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026, at 14:50 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan China
お知らせ • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
お知らせ • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2025 Results on Oct 24, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025
お知らせ • Jul 02Sichuan Development Lomon Co.,Ltd. to Report First Half, 2025 Results on Aug 19, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2025 results on Aug 19, 2025
Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. Board Secretary & Employee Representative Director Huamei Song is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 28Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026, at 14:50 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan China
お知らせ • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
お知らせ • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2025 Results on Oct 24, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025
お知らせ • Jul 02Sichuan Development Lomon Co.,Ltd. to Report First Half, 2025 Results on Aug 19, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2025 results on Aug 19, 2025
お知らせ • May 31Sichuan Development Lomon Co.,Ltd. Approves Dividend for the Year 2024Sichuan Development Lomon Co.,Ltd. approved at its AGM held on 29 May 2025 the cash dividend/10 shares (tax included) of CNY 1.41000000 for the year 2024.
お知らせ • Apr 25Sichuan Development Lomon Co.,Ltd. Proposes Final Cash Dividend for 2024Sichuan Development Lomon Co.,Ltd. proposed final cash dividend of CNY 1.41000000 per 10 shares (tax included) for 2024.
お知らせ • Apr 23Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 29, 2025Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 29, 2025, at 14:30 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan China
お知らせ • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2025 Results on Apr 28, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
お知らせ • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥16.52, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 22% over the past three years.
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.043 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (up from CN¥0.043 in 3Q 2023). Revenue: CN¥2.03b (up 13% from 3Q 2023). Net income: CN¥131.2m (up 41% from 3Q 2023). Profit margin: 6.5% (up from 5.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥12.12, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.32 per share.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥9.71, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.23 per share.
お知らせ • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2024 Results on Oct 26, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥8.17, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Chemicals industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.13 per share.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.048 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.048 in 2Q 2023). Revenue: CN¥2.35b (up 42% from 2Q 2023). Net income: CN¥190.1m (up 133% from 2Q 2023). Profit margin: 8.1% (up from 4.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 29Sichuan Development Lomon Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
お知らせ • May 23Sichuan Development Lomon Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on May 24, 2024Sichuan Development Lomon Co.,Ltd. announced the implementation of 2023 final profit distribution plan of CNY 0.90000000 per 10 shares (tax included) on A shares. The dividend payable on May 24, 2024. Ex-date is May 24, 2024 and the record date is May 23, 2024.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥8.56, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.59 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.59 in FY 2022). Revenue: CN¥7.71b (down 23% from FY 2022). Net income: CN¥414.3m (down 61% from FY 2022). Profit margin: 5.4% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 15, 2024Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, High-tech Zone, Chengdu, Sichuan China
お知らせ • Mar 30Sichuan Development Lomon Co.,Ltd. to Report Q1, 2024 Results on Apr 23, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥5.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 22% over the past three years.
お知らせ • Dec 30Sichuan Development Lomon Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Sichuan Development Lomon Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.17 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.043 (down from CN¥0.17 in 3Q 2022). Revenue: CN¥1.79b (down 19% from 3Q 2022). Net income: CN¥93.2m (down 71% from 3Q 2022). Profit margin: 5.2% (down from 15% in 3Q 2022). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Profit margins are more than 30% lower than last year (5.9% net profit margin).
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CN¥0.048 (vs CN¥0.26 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.048 (down from CN¥0.26 in 2Q 2022). Revenue: CN¥1.66b (down 45% from 2Q 2022). Net income: CN¥81.6m (down 84% from 2Q 2022). Profit margin: 4.9% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 30% 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 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 01Sichuan Development Lomon Co., Ltd. to Report First Half, 2023 Results on Aug 10, 2023Sichuan Development Lomon Co., Ltd. announced that they will report first half, 2023 results on Aug 10, 2023
お知らせ • Jun 21Sichuan Development Lomon Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 28 June 2023Sichuan Development Lomon Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY2.20000000. Record date is 27 June 2023. Ex-date is 28 June 2023.Payment date is 28 June 2023.
お知らせ • May 19Sichuan Development Lomon Co., Ltd. Approves Cash Dividend for 2022Sichuan Development Lomon Co., Ltd. held its Annual General Meeting of 2022 on 17 May 2023, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 2.20000000.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.59 (vs CN¥0.63 in FY 2021)Full year 2022 results: EPS: CN¥0.59. Revenue: CN¥10.0b (up 51% from FY 2021). Net income: CN¥1.06b (up 4.7% from FY 2021). Profit margin: 11% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses.
Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Non-Independent Director Jiang Zhu is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.12 in 3Q 2021). Revenue: CN¥2.21b (up 31% from 3Q 2021). Net income: CN¥325.7m (up 59% from 3Q 2021). Profit margin: 15% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% 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 59% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥16.43, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 383% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥13.09, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 255% over the past three years.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.08 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.08 in 1Q 2021). Revenue: CN¥2.33b (up 64% from 1Q 2021). Net income: CN¥273.1m (up 146% from 1Q 2021). Profit margin: 12% (up from 7.8% in 1Q 2021). Over the next year, revenue is forecast to grow 18%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Non-Independent Director Jiang Zhu is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 14Full year 2021 earnings released: EPS: CN¥0.63 (vs CN¥0.50 in FY 2020)Full year 2021 results: EPS: CN¥0.63 (up from CN¥0.50 in FY 2020). Revenue: CN¥6.64b (up 28% from FY 2020). Net income: CN¥1.02b (up 52% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). Over the next year, revenue is forecast to grow 11%, compared to a 53% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥15.16, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 380% over the past three years.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.40 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥1.69b (up 28% from 3Q 2020). Net income: CN¥205.0m (down 62% from 3Q 2020). Profit margin: 12% (down from 41% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥16.46, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 441% over the past three years.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥14.23, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 289% over the past three years.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥19.51, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 411% over the past three years.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥16.81, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 393% over the past three years.
Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.34 (vs CN¥0.064 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.63b (up 32% from 2Q 2020). Net income: CN¥577.8m (up CN¥493.9m from 2Q 2020). Profit margin: 35% (up from 6.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥13.90, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 297% over the past three years.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 25% share price gain to CN¥10.37, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 202% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥8.96, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the IT industry in China. Total returns to shareholders of 122% over the past three years.
Reported Earnings • Apr 20First quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.006 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.42b (up 18% from 1Q 2020). Net income: CN¥111.2m (up CN¥102.6m from 1Q 2020). Profit margin: 7.8% (up from 0.7% in 1Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Apr 04Full year 2020 earnings released: EPS CN¥0.50 (vs CN¥0.06 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥5.18b (up 171% from FY 2019). Net income: CN¥668.7m (up CN¥584.1m from FY 2019). Profit margin: 13% (up from 4.4% in FY 2019). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥9.15, the stock is trading at a trailing P/E ratio of 15.1x, up from the previous P/E ratio of 12.2x. This compares to an average P/E of 55x in the IT industry in China. Total returns to shareholders over the past year are 79%.
Is New 90 Day High Low • Feb 20New 90-day high: CN¥8.32The company is up 34% from its price of CN¥6.23 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 21% over the same period.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥7.92, the stock is trading at a trailing P/E ratio of 13.1x, up from the previous P/E ratio of 10.6x. This compares to an average P/E of 54x in the IT industry in China. Total returns to shareholders over the past year are 69%.
Is New 90 Day High Low • Jan 22New 90-day high: CN¥6.74The company is up 4.0% from its price of CN¥6.45 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 24% over the same period.
Is New 90 Day High Low • Dec 24New 90-day low: CN¥5.63The company is down 8.0% from its price of CN¥6.15 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 22% over the same period.
Is New 90 Day High Low • Nov 27New 90-day low: CN¥5.96The company is down 13% from its price of CN¥6.84 on 26 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 14% over the same period.
