View ValuationGuangzhou Tinci Materials Technology 将来の成長Future 基準チェック /66Guangzhou Tinci Materials Technology利益と収益がそれぞれ年間28.9%と26.5%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24.2% 28.4%なると予測されています。主要情報28.9%収益成長率28.42%EPS成長率Chemicals 収益成長30.2%収益成長率26.5%将来の株主資本利益率24.24%アナリストカバレッジGood最終更新日23 Jun 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 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jianqing Zhao was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 31Guangzhou Tinci Materials Technology Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Mar 09Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, Mar 31, 2026Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, Mar 31, 2026, at 14:30 China Standard Time. Location: The Company's Training Room, Guangzhou, Guangdong Chinaお知らせ • Dec 31Guangzhou Tinci Materials Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 10, 2026Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 10, 2026お知らせ • Nov 20Guangzhou Tinci Materials Technology Co., Ltd. Proposes Cash Dividend for the Third Quarter of 2025Guangzhou Tinci Materials Technology Co., Ltd. at its Extraordinary General Meeting of 2025 to be held on 09 December 2025, proposed cash dividend/10 shares (tax included) of CNY 0.50000000 for the third quarter of 2025.お知らせ • Sep 30Guangzhou Tinci Materials Technology Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025お知らせ • Jul 02Guangzhou Tinci Materials Technology Co., Ltd. to Report First Half, 2025 Results on Aug 19, 2025Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 19, 2025お知らせ • Apr 16Guangzhou Tinci Materials Technology Co., Ltd. Proposes Final Cash Dividend for the Year 2024Guangzhou Tinci Materials Technology Co., Ltd. announced on 15 April 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 1.00000000.お知らせ • Apr 15Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, May 08, 2025Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, May 08, 2025, at 14:30 China Standard Time. Location: The Company's Training Room, Guangzhou, Guangdong Chinaお知らせ • Mar 31Guangzhou Tinci Materials Technology Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025お知らせ • Jan 07Guangzhou Tinci Materials Technology Co., Ltd. (SZSE:002709) announces an Equity Buyback for CNY 200 million worth of its shares.Guangzhou Tinci Materials Technology Co., Ltd. (SZSE:002709) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 25 per share. The repurchased shares will be used to maintain the company's value and shareholders' interests. The program will be funded using company's own funds and self-financing, including special loans from industrial banks. The program is valid for 3 months.お知らせ • Dec 31Guangzhou Tinci Materials Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2025Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2025New Risk • Nov 11New 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 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 119% Cash payout ratio: 119% Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin).Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.24 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.24 in 3Q 2023). Revenue: CN¥3.41b (down 18% from 3Q 2023). Net income: CN¥100.8m (down 78% from 3Q 2023). Profit margin: 3.0% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% 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 26% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Oct 25Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to CN¥18.72. The fair value is estimated to be CN¥15.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 4.3%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 111% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥16.72, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.46 per share.Buy Or Sell Opportunity • Sep 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 7.8% to CN¥18.52. The fair value is estimated to be CN¥15.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 4.3%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 111% in the next 2 years.お知らせ • Sep 30Guangzhou Tinci Materials Technology Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024New Risk • Sep 27New 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 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (117% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (6.5% net profit margin).Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥15.37, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.59 per share.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.32 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.32 in 2Q 2023). Revenue: CN¥2.99b (down 19% from 2Q 2023). Net income: CN¥123.1m (down 79% from 2Q 2023). Profit margin: 4.1% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 29Guangzhou Tinci Materials Technology Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Buy Or Sell Opportunity • Jun 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to CN¥18.76. The fair value is estimated to be CN¥23.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 89% in the next 2 years.New Risk • May 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (141% cash payout ratio). Share price has been volatile over the past 3 months (8.5% average weekly change). Profit margins are more than 30% lower than last year (9.7% net profit margin).Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.36 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.36 in 1Q 2023). Revenue: CN¥2.46b (down 43% from 1Q 2023). Net income: CN¥114.4m (down 84% from 1Q 2023). Profit margin: 4.6% (down from 16% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.43, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.72 per share.Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥23.20, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 6.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.79 per share.お知らせ • Mar 30Guangzhou Tinci Materials Technology Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Mar 26Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, Apr 16, 2024Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, Apr 16, 2024, at 14:30 China Standard Time. Location: The Company's Training Room, Guangzhou, Guangdong ChinaValuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥23.02, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.07 per share.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥1.00 (vs CN¥2.99 in FY 2022)Full year 2023 results: EPS: CN¥1.00 (down from CN¥2.99 in FY 2022). Revenue: CN¥15.5b (down 31% from FY 2022). Net income: CN¥1.91b (down 67% from FY 2022). Profit margin: 12% (down from 26% 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 18% growth forecast for the Chemicals industry in China. 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 10% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to CN¥16.63. The fair value is estimated to be CN¥21.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last 3 years. Earnings per share has grown by 56%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥18.31, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 34% over the past three years.New Risk • Jan 22New 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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.0% average weekly change).お知らせ • Dec 30Guangzhou Tinci Materials Technology Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.76 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.24 (down from CN¥0.76 in 3Q 2022). Revenue: CN¥4.14b (down 32% from 3Q 2022). Net income: CN¥463.4m (down 68% from 3Q 2022). Profit margin: 11% (down from 24% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% 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 increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: CN¥0.32 (vs CN¥0.73 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.32 (down from CN¥0.73 in 2Q 2022). Revenue: CN¥3.67b (down 30% from 2Q 2022). Net income: CN¥593.6m (down 58% from 2Q 2022). Profit margin: 16% (down from 27% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 26% 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 72% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 01Guangzhou Tinci Materials Technology Co., Ltd. to Report First Half, 2023 Results on Aug 15, 2023Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report first half, 2023 results on Aug 15, 2023お知らせ • May 10Guangzhou Tinci Materials Technology Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 16 May 2023Guangzhou Tinci Materials Technology Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 6.00000000 for the year 2022, payable on 16 May 2023. Record date is 15 May 2023. Ex-date is 16 May 2023.お知らせ • May 06Guangzhou Tinci Materials Technology Co., Ltd. Announces Board AppointmentsGuangzhou Tinci Materials Technology Co., Ltd. at its AGM held on May 4, 2023, appointed Nan Junmin as Independent Director and Yao Yuze as Supervisor.Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥2.99 (vs CN¥1.18 in FY 2021)Full year 2022 results: EPS: CN¥2.99 (up from CN¥1.18 in FY 2021). Revenue: CN¥22.3b (up 101% from FY 2021). Net income: CN¥5.71b (up 159% from FY 2021). Profit margin: 26% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% 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 99% per year but the company’s share price has only increased by 77% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. Chairman of the Supervisory Board Shou Bin Guo is the most experienced director on the board, commencing their role in 2015. 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¥0.76 (vs CN¥0.41 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.76 (up from CN¥0.41 in 3Q 2021). Revenue: CN¥6.07b (up 108% from 3Q 2021). Net income: CN¥1.45b (up 89% from 3Q 2021). Profit margin: 24% (down from 26% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% 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 106% per year whereas the company’s share price has increased by 107% per year.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥48.49, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 918% over the past three years.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.73 (vs CN¥0.26 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.73 (up from CN¥0.26 in 2Q 2021). Revenue: CN¥5.21b (up 144% from 2Q 2021). Net income: CN¥1.41b (up 184% from 2Q 2021). Profit margin: 27% (up from 23% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 42%, 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 111% per year but the company’s share price has increased by 119% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥45.58, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 943% over the past three years.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Deputy GM & Non-Independent Director Sanshan Xu was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Mar 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be CN¥118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 56% per annum over the last 3 years. Earnings per share has grown by 96% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥89.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 620% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥119 per share.Buying Opportunity • Mar 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be CN¥119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% per annum over the last 3 years. Earnings per share has grown by 70% per annum over the last 3 years.Buying Opportunity • Feb 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be CN¥117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% per annum over the last 3 years. Earnings per share has grown by 70% per annum over the last 3 years.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.82 (vs CN¥0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥2.92b (up 165% from 3Q 2020). Net income: CN¥771.0m (up 273% from 3Q 2020). Profit margin: 26% (up from 19% 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 70% per year but the company’s share price has increased by 181% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.53 (vs CN¥0.28 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥2.14b (up 100% from 2Q 2020). Net income: CN¥495.8m (up 84% from 2Q 2020). Profit margin: 23% (down from 25% 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 34% per year but the company’s share price has increased by 135% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 20First quarter 2021 earnings released: EPS CN¥0.53 (vs CN¥0.08 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.56b (up 198% from 1Q 2020). Net income: CN¥286.9m (up CN¥245.4m from 1Q 2020). Profit margin: 18% (up from 7.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings.Reported Earnings • Mar 25Full year 2020 earnings released: EPS CN¥0.98 (vs CN¥0.03 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.12b (up 50% from FY 2019). Net income: CN¥532.9m (up CN¥516.6m from FY 2019). Profit margin: 13% (up from 0.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.お知らせ • Feb 20Guangzhou Tinci Materials Technology Co., Ltd. to Report Fiscal Year 2020 Results on Mar 25, 2021Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report fiscal year 2020 results on Mar 25, 2021Is New 90 Day High Low • Jan 04New 90-day high: CN¥114The company is up 121% from its price of CN¥51.70 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.21 per share.Is New 90 Day High Low • Dec 15New 90-day high: CN¥94.06The company is up 101% from its price of CN¥46.83 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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¥8.22 per share.Is New 90 Day High Low • Nov 24New 90-day high: CN¥83.60The company is up 109% from its price of CN¥39.95 on 26 August 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.38 per share.Is New 90 Day High Low • Nov 02New 90-day high: CN¥65.30The company is up 69% from its price of CN¥38.55 on 04 August 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.89 per share.お知らせ • Oct 31Guangzhou Tinci Materials Technology Co., Ltd. announced that it expects to receive CNY 1.7 billion in fundingGuangzhou Tinci Materials Technology Co., Ltd. (SZSE:002709) announced a private placement of common shares for gross proceeds of up to CNY 1,700,000,000 on October 30, 2020.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥444.7m, with earnings increasing by CN¥371.5m from the prior year. Total revenue was CN¥3.49b over the last 12 months, up 37% from the prior year.お知らせ • Oct 20Guangzhou Tinci Materials Technology Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020Is New 90 Day High Low • Sep 25New 90-day high: CN¥50.68The company is up 51% from its price of CN¥33.52 on 24 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.80 per share.お知らせ • Jul 24Guangzhou Tinci Materials Technology Co., Ltd. to Report First Half, 2020 Results on Aug 19, 2020Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 19, 2020業績と収益の成長予測XSEC:002709 - 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12/31/202846,7087,927N/A4,734512/31/202738,8986,797N/A14,186712/31/202633,9246,1274,9491,35473/31/202619,8352,8675481,283N/A12/31/202516,6501,3625231,182N/A9/30/202514,4985664637N/A6/30/202514,097514259926N/A3/31/202513,54451956737N/A12/31/202412,518484110882N/A9/30/202412,1434774831,504N/A6/30/202412,8688404901,977N/A3/31/202413,5541,3104072,786N/A12/31/202315,4051,891-8282,274N/A9/30/202318,0123,106-7123,239N/A6/30/202319,9404,096-1,9542,399N/A3/31/202321,4824,911-1,0743,107N/A1/1/202322,3175,7144834,164N/A9/30/202220,8975,0152463,400N/A6/30/202217,7554,3321,1623,754N/A3/31/202214,6783,4194522,399N/A1/1/202211,0912,2084362,047N/A9/30/20218,0471,568781,134N/A6/30/20216,2261,0043891,087N/A3/31/20215,156778243754N/A12/31/20204,119533275632N/A9/30/20203,486445263578N/A6/30/20203,13027743291N/A3/31/20202,73629-263-6N/A12/31/20192,75516N/A-18N/A9/30/20192,54774N/A-150N/A6/30/20192,35661N/A-90N/A3/31/20192,18873N/A-99N/A12/31/20182,080456N/A-318N/A9/30/20182,021499N/A-283N/A6/30/20182,064574N/A-344N/A3/31/20182,114652N/A-180N/A12/31/20172,057305N/A-79N/A9/30/20172,025358N/A79N/A6/30/20171,971381N/A169N/A3/31/20171,871389N/A202N/A12/31/20161,837396N/A234N/A9/30/20161,646366N/A130N/A6/30/20161,378263N/A116N/A3/31/20161,136158N/A75N/A12/31/2015946100N/A90N/A9/30/201583761N/A91N/A6/30/201575961N/A89N/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: 002709の予測収益成長率 (年間28.9% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002709の収益 ( 28.9% ) はCN市場 ( 28.1% ) 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: 002709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: 002709の収益 ( 26.5% ) CN市場 ( 17.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 002709の収益 ( 26.5% ) 20%よりも速いペースで成長すると予測されています。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: 002709の 自己資本利益率 は、3年後には高くなると予測されています ( 24.2 %)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2026/06/26 00:05終値2026/06/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Guangzhou Tinci Materials Technology Co., Ltd. 7 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。22 アナリスト機関Edward LeungBofA Global ResearchTao ZengChina Galaxy Securities Co., Ltd.Tao ZengChina International Capital Corporation Limited19 その他のアナリストを表示
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jianqing Zhao was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 31Guangzhou Tinci Materials Technology Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Mar 09Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, Mar 31, 2026Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, Mar 31, 2026, at 14:30 China Standard Time. Location: The Company's Training Room, Guangzhou, Guangdong China
お知らせ • Dec 31Guangzhou Tinci Materials Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 10, 2026Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 10, 2026
お知らせ • Nov 20Guangzhou Tinci Materials Technology Co., Ltd. Proposes Cash Dividend for the Third Quarter of 2025Guangzhou Tinci Materials Technology Co., Ltd. at its Extraordinary General Meeting of 2025 to be held on 09 December 2025, proposed cash dividend/10 shares (tax included) of CNY 0.50000000 for the third quarter of 2025.
お知らせ • Sep 30Guangzhou Tinci Materials Technology Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025
お知らせ • Jul 02Guangzhou Tinci Materials Technology Co., Ltd. to Report First Half, 2025 Results on Aug 19, 2025Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 19, 2025
お知らせ • Apr 16Guangzhou Tinci Materials Technology Co., Ltd. Proposes Final Cash Dividend for the Year 2024Guangzhou Tinci Materials Technology Co., Ltd. announced on 15 April 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 1.00000000.
お知らせ • Apr 15Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, May 08, 2025Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, May 08, 2025, at 14:30 China Standard Time. Location: The Company's Training Room, Guangzhou, Guangdong China
お知らせ • Mar 31Guangzhou Tinci Materials Technology Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025
お知らせ • Jan 07Guangzhou Tinci Materials Technology Co., Ltd. (SZSE:002709) announces an Equity Buyback for CNY 200 million worth of its shares.Guangzhou Tinci Materials Technology Co., Ltd. (SZSE:002709) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 25 per share. The repurchased shares will be used to maintain the company's value and shareholders' interests. The program will be funded using company's own funds and self-financing, including special loans from industrial banks. The program is valid for 3 months.
お知らせ • Dec 31Guangzhou Tinci Materials Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2025Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2025
New Risk • Nov 11New 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 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 119% Cash payout ratio: 119% Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin).
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.24 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.24 in 3Q 2023). Revenue: CN¥3.41b (down 18% from 3Q 2023). Net income: CN¥100.8m (down 78% from 3Q 2023). Profit margin: 3.0% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% 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 26% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Oct 25Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to CN¥18.72. The fair value is estimated to be CN¥15.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 4.3%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 111% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥16.72, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.46 per share.
Buy Or Sell Opportunity • Sep 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 7.8% to CN¥18.52. The fair value is estimated to be CN¥15.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 4.3%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 111% in the next 2 years.
お知らせ • Sep 30Guangzhou Tinci Materials Technology Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
New Risk • Sep 27New 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 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (117% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (6.5% net profit margin).
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥15.37, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.59 per share.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.32 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.32 in 2Q 2023). Revenue: CN¥2.99b (down 19% from 2Q 2023). Net income: CN¥123.1m (down 79% from 2Q 2023). Profit margin: 4.1% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 29Guangzhou Tinci Materials Technology Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Buy Or Sell Opportunity • Jun 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to CN¥18.76. The fair value is estimated to be CN¥23.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 89% in the next 2 years.
New Risk • May 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (141% cash payout ratio). Share price has been volatile over the past 3 months (8.5% average weekly change). Profit margins are more than 30% lower than last year (9.7% net profit margin).
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.36 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.36 in 1Q 2023). Revenue: CN¥2.46b (down 43% from 1Q 2023). Net income: CN¥114.4m (down 84% from 1Q 2023). Profit margin: 4.6% (down from 16% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.43, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.72 per share.
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥23.20, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 6.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.79 per share.
お知らせ • Mar 30Guangzhou Tinci Materials Technology Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Mar 26Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, Apr 16, 2024Guangzhou Tinci Materials Technology Co., Ltd., Annual General Meeting, Apr 16, 2024, at 14:30 China Standard Time. Location: The Company's Training Room, Guangzhou, Guangdong China
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥23.02, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.07 per share.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥1.00 (vs CN¥2.99 in FY 2022)Full year 2023 results: EPS: CN¥1.00 (down from CN¥2.99 in FY 2022). Revenue: CN¥15.5b (down 31% from FY 2022). Net income: CN¥1.91b (down 67% from FY 2022). Profit margin: 12% (down from 26% 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 18% growth forecast for the Chemicals industry in China. 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 10% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to CN¥16.63. The fair value is estimated to be CN¥21.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last 3 years. Earnings per share has grown by 56%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥18.31, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 34% over the past three years.
New Risk • Jan 22New 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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.0% average weekly change).
お知らせ • Dec 30Guangzhou Tinci Materials Technology Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.76 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.24 (down from CN¥0.76 in 3Q 2022). Revenue: CN¥4.14b (down 32% from 3Q 2022). Net income: CN¥463.4m (down 68% from 3Q 2022). Profit margin: 11% (down from 24% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% 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 increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: CN¥0.32 (vs CN¥0.73 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.32 (down from CN¥0.73 in 2Q 2022). Revenue: CN¥3.67b (down 30% from 2Q 2022). Net income: CN¥593.6m (down 58% from 2Q 2022). Profit margin: 16% (down from 27% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 26% 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 72% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 01Guangzhou Tinci Materials Technology Co., Ltd. to Report First Half, 2023 Results on Aug 15, 2023Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report first half, 2023 results on Aug 15, 2023
お知らせ • May 10Guangzhou Tinci Materials Technology Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 16 May 2023Guangzhou Tinci Materials Technology Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 6.00000000 for the year 2022, payable on 16 May 2023. Record date is 15 May 2023. Ex-date is 16 May 2023.
お知らせ • May 06Guangzhou Tinci Materials Technology Co., Ltd. Announces Board AppointmentsGuangzhou Tinci Materials Technology Co., Ltd. at its AGM held on May 4, 2023, appointed Nan Junmin as Independent Director and Yao Yuze as Supervisor.
Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥2.99 (vs CN¥1.18 in FY 2021)Full year 2022 results: EPS: CN¥2.99 (up from CN¥1.18 in FY 2021). Revenue: CN¥22.3b (up 101% from FY 2021). Net income: CN¥5.71b (up 159% from FY 2021). Profit margin: 26% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% 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 99% per year but the company’s share price has only increased by 77% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. Chairman of the Supervisory Board Shou Bin Guo is the most experienced director on the board, commencing their role in 2015. 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¥0.76 (vs CN¥0.41 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.76 (up from CN¥0.41 in 3Q 2021). Revenue: CN¥6.07b (up 108% from 3Q 2021). Net income: CN¥1.45b (up 89% from 3Q 2021). Profit margin: 24% (down from 26% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% 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 106% per year whereas the company’s share price has increased by 107% per year.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥48.49, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 918% over the past three years.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.73 (vs CN¥0.26 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.73 (up from CN¥0.26 in 2Q 2021). Revenue: CN¥5.21b (up 144% from 2Q 2021). Net income: CN¥1.41b (up 184% from 2Q 2021). Profit margin: 27% (up from 23% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 42%, 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 111% per year but the company’s share price has increased by 119% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥45.58, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 943% over the past three years.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Deputy GM & Non-Independent Director Sanshan Xu was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Mar 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be CN¥118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 56% per annum over the last 3 years. Earnings per share has grown by 96% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥89.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 620% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥119 per share.
Buying Opportunity • Mar 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be CN¥119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% per annum over the last 3 years. Earnings per share has grown by 70% per annum over the last 3 years.
Buying Opportunity • Feb 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be CN¥117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% per annum over the last 3 years. Earnings per share has grown by 70% per annum over the last 3 years.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.82 (vs CN¥0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥2.92b (up 165% from 3Q 2020). Net income: CN¥771.0m (up 273% from 3Q 2020). Profit margin: 26% (up from 19% 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 70% per year but the company’s share price has increased by 181% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.53 (vs CN¥0.28 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥2.14b (up 100% from 2Q 2020). Net income: CN¥495.8m (up 84% from 2Q 2020). Profit margin: 23% (down from 25% 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 34% per year but the company’s share price has increased by 135% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 20First quarter 2021 earnings released: EPS CN¥0.53 (vs CN¥0.08 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.56b (up 198% from 1Q 2020). Net income: CN¥286.9m (up CN¥245.4m from 1Q 2020). Profit margin: 18% (up from 7.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 25Full year 2020 earnings released: EPS CN¥0.98 (vs CN¥0.03 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.12b (up 50% from FY 2019). Net income: CN¥532.9m (up CN¥516.6m from FY 2019). Profit margin: 13% (up from 0.6% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
お知らせ • Feb 20Guangzhou Tinci Materials Technology Co., Ltd. to Report Fiscal Year 2020 Results on Mar 25, 2021Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report fiscal year 2020 results on Mar 25, 2021
Is New 90 Day High Low • Jan 04New 90-day high: CN¥114The company is up 121% from its price of CN¥51.70 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.21 per share.
Is New 90 Day High Low • Dec 15New 90-day high: CN¥94.06The company is up 101% from its price of CN¥46.83 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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¥8.22 per share.
Is New 90 Day High Low • Nov 24New 90-day high: CN¥83.60The company is up 109% from its price of CN¥39.95 on 26 August 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.38 per share.
Is New 90 Day High Low • Nov 02New 90-day high: CN¥65.30The company is up 69% from its price of CN¥38.55 on 04 August 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.89 per share.
お知らせ • Oct 31Guangzhou Tinci Materials Technology Co., Ltd. announced that it expects to receive CNY 1.7 billion in fundingGuangzhou Tinci Materials Technology Co., Ltd. (SZSE:002709) announced a private placement of common shares for gross proceeds of up to CNY 1,700,000,000 on October 30, 2020.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥444.7m, with earnings increasing by CN¥371.5m from the prior year. Total revenue was CN¥3.49b over the last 12 months, up 37% from the prior year.
お知らせ • Oct 20Guangzhou Tinci Materials Technology Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020
Is New 90 Day High Low • Sep 25New 90-day high: CN¥50.68The company is up 51% from its price of CN¥33.52 on 24 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.80 per share.
お知らせ • Jul 24Guangzhou Tinci Materials Technology Co., Ltd. to Report First Half, 2020 Results on Aug 19, 2020Guangzhou Tinci Materials Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 19, 2020