Board Change • May 20
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Director Ruizhen Cai was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. お知らせ • Apr 23
Epoxy Base Electronic Material Corporation Limited, Annual General Meeting, May 13, 2026 Epoxy Base Electronic Material Corporation Limited, Annual General Meeting, May 13, 2026, at 09:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China お知らせ • Mar 30
Epoxy Base Electronic Material Corporation Limited to Report Q1, 2026 Results on Apr 29, 2026 Epoxy Base Electronic Material Corporation Limited announced that they will report Q1, 2026 results on Apr 29, 2026 お知らせ • Dec 26
Epoxy Base Electronic Material Corporation Limited to Report Fiscal Year 2025 Results on Apr 24, 2026 Epoxy Base Electronic Material Corporation Limited announced that they will report fiscal year 2025 results on Apr 24, 2026 お知らせ • Sep 30
Epoxy Base Electronic Material Corporation Limited to Report Q3, 2025 Results on Oct 30, 2025 Epoxy Base Electronic Material Corporation Limited announced that they will report Q3, 2025 results on Oct 30, 2025 お知らせ • Jun 30
Epoxy Base Electronic Material Corporation Limited to Report First Half, 2025 Results on Aug 27, 2025 Epoxy Base Electronic Material Corporation Limited announced that they will report first half, 2025 results on Aug 27, 2025 お知らせ • Mar 28
Epoxy Base Electronic Material Corporation Limited to Report Q1, 2025 Results on Apr 29, 2025 Epoxy Base Electronic Material Corporation Limited announced that they will report Q1, 2025 results on Apr 29, 2025 お知らせ • Dec 27
Epoxy Base Electronic Material Corporation Limited to Report Fiscal Year 2024 Results on Apr 24, 2025 Epoxy Base Electronic Material Corporation Limited announced that they will report fiscal year 2024 results on Apr 24, 2025 Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.01 (vs CN¥0.013 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.01 (down from CN¥0.013 in 3Q 2023). Revenue: CN¥550.8m (down 9.3% from 3Q 2023). Net income: CN¥11.6m (down 50% from 3Q 2023). Profit margin: 2.1% (down from 3.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. お知らせ • Sep 30
Epoxy Base Electronic Material Corporation Limited to Report Q3, 2024 Results on Oct 30, 2024 Epoxy Base Electronic Material Corporation Limited announced that they will report Q3, 2024 results on Oct 30, 2024 Reported Earnings • Aug 24
Second quarter 2024 earnings released: EPS: CN¥0.01 (vs CN¥0.02 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.01 (down from CN¥0.02 in 2Q 2023). Revenue: CN¥582.5m (up 4.6% from 2Q 2023). Net income: CN¥13.3m (down 35% from 2Q 2023). Profit margin: 2.3% (down from 3.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Valuation Update With 7 Day Price Move • Jul 09
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥5.40, the stock trades at a trailing P/E ratio of 76.5x. Average forward P/E is 15x in the Chemicals industry in China. お知らせ • Jun 28
Epoxy Base Electronic Material Corporation Limited to Report First Half, 2024 Results on Aug 24, 2024 Epoxy Base Electronic Material Corporation Limited announced that they will report first half, 2024 results on Aug 24, 2024 Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥5.06, the stock trades at a trailing P/E ratio of 70.8x. Average forward P/E is 16x in the Chemicals industry in China. New Risk • May 09
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.7% net profit margin). Shareholders have been diluted in the past year (25% increase in shares outstanding). Buy Or Sell Opportunity • Apr 26
Now 22% overvalued Over the last 90 days, the stock has fallen 15% to CN¥4.74. The fair value is estimated to be CN¥3.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 11%. お知らせ • Apr 26
Epoxy Base Electronic Material Corporation Limited, Annual General Meeting, May 15, 2024 Epoxy Base Electronic Material Corporation Limited, Annual General Meeting, May 15, 2024, at 09:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China Reported Earnings • Apr 25
Full year 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.62 in FY 2022) Full year 2023 results: EPS: CN¥0.09 (down from CN¥0.62 in FY 2022). Revenue: CN¥2.24b (down 26% from FY 2022). Net income: CN¥86.6m (down 84% from FY 2022). Profit margin: 3.9% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. お知らせ • Mar 29
Epoxy Base Electronic Material Corporation Limited to Report Q1, 2024 Results on Apr 29, 2024 Epoxy Base Electronic Material Corporation Limited announced that they will report Q1, 2024 results on Apr 29, 2024 New Risk • Mar 22
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.9% 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: 234% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Profit margins are more than 30% lower than last year (4.2% net profit margin). Shareholders have been diluted in the past year (25% increase in shares outstanding). Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥6.27, the stock trades at a trailing P/E ratio of 73.1x. Average forward P/E is 16x in the Chemicals industry in China. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥4.80, the stock trades at a trailing P/E ratio of 55.1x. Average forward P/E is 14x in the Chemicals industry in China. Buy Or Sell Opportunity • Feb 08
Now 28% overvalued The stock has been flat over the last 90 days, currently trading at CN¥4.11. The fair value is estimated to be CN¥3.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.1% over the last 3 years. Earnings per share has grown by 5.7%. Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to CN¥4.49, the stock trades at a trailing P/E ratio of 51.6x. Average trailing P/E is 28x in the Chemicals industry in China. お知らせ • Dec 30
Epoxy Base Electronic Material Corporation Limited to Report Fiscal Year 2023 Results on Apr 25, 2024 Epoxy Base Electronic Material Corporation Limited announced that they will report fiscal year 2023 results on Apr 25, 2024 Board Change • Dec 19
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Supervisor Guanhua Gong was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.