View ValuationSunwave CommunicationsLtd 将来の成長Future 基準チェック /36Sunwave CommunicationsLtd利益と収益がそれぞれ年間63.6%と8.1%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8.6% 63.3%なると予測されています。主要情報63.6%収益成長率63.30%EPS成長率Media 収益成長25.5%収益成長率8.1%将来の株主資本利益率8.65%アナリストカバレッジLow最終更新日26 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Apr 27Full year 2025 earnings released: CN¥0.016 loss per share (vs CN¥0.34 loss in FY 2024)Full year 2025 results: CN¥0.016 loss per share (improved from CN¥0.34 loss in FY 2024). Revenue: CN¥12.0b (up 9.2% from FY 2024). Net loss: CN¥13.2m (loss narrowed 95% from FY 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Media industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 130 percentage points per year, which is a significant difference in performance.お知らせ • Apr 27Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2026Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: 2F, Block C, No. 581, Huoju Avenue, Binjiang District, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Sunwave Communications Co.Ltd to Report Q1, 2026 Results on Apr 27, 2026Sunwave Communications Co.Ltd announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Mar 07Sunwave Communications Launches All-In-One Site at MWC Barcelona 2026Sunwave Communications officially launched its carrier-grade All-in-One Site, a fully integrated solution designed for remote, temporary, and mission-critical scenarios. The company also showcased its latest digital DAS platform and next-generation integrated base stations. All-in-One Site addresses these challenges by integrating satellite backhaul, private 5G, edge computing, and IoT into a single, rapidly deployable unit. Operators and enterprise users can establish an independent 5G network within 30 minutes, enabling fast service activation and reliable coverage in infrastructure-limited environments. In the DAS segment, Sunwave showcased its third-generation high-power solutions, the H3RU and N3 Plus. Supporting 700–4200 MHz with up to 46 dBm output power, the H3RU enables flexible single-band 4T4R or quad-band SISO configurations and delivers up to 400 MHz bandwidth per channel. The solution is designed for complex environments such as tunnels, stadiums, airports, and campuses, supporting multi-band, high-capacity networks. The N3 Plus, a compact 5 L unit covering 600–4200 MHz, integrates 12 channels and supports up to five-band MIMO, with up to 400 MHz bandwidth per channel to meet multi-operator and multi-standard access needs. O-RAN ready and equipped with intelligent energy-saving features, it delivers high performance while supporting greener network operations. In addition, Sunwave introduced its latest base station, the nCELL-M, featuring an all-in-one design with up to 37 dBm and a built-in 5G gateway. Supporting multi-carrier operation and flexible spectrum configurations, it enables rapid, plug-and-play deployment. Another standout product, the 5G femtocell, delivers compact, high-performance coverage for homes, offices, and dense indoor environments, providing seamless connectivity for private and enterprise 5G networks.お知らせ • Dec 31Sunwave Communications Co.Ltd to Report Fiscal Year 2025 Results on Apr 27, 2026Sunwave Communications Co.Ltd announced that they will report fiscal year 2025 results on Apr 27, 2026お知らせ • Nov 27Sunwave Embarks on Middle East Exploration with MWC Doha ShowcaseSunwave Communications made its debut at MWC Doha 2022, marking a key step in expanding its presence in the Middle East. The event gathered leading operators and industry experts to discuss 5G evolution, digital transformation, and future connectivity trends. At the exhibition, Sunwave showcased two latest products: N3 Plus, a remote platform supporting 600MHz-4200MHz, multi-operator access, and energy-efficient operation in high-load environments; and nCELL-M, an integrated small cell built on Qualcomm's FSM200 4nm platform with embedded 5G core, supporting major 5G bands and 4T4R output for fast, stable deployments. Sunwave also presented a concept "Satellite + Private Network" All-in-One solution for remote scenarios, expected to be featured at MWC Barcelona 2026. Highlighting its project expertise, Sunwave recently completed Turkey's first fully 5G-upgraded exhibition venue at Istanbul Fuar Merkezi (I Istanbul Expo Center, IFM), covering 11 halls (96,000 m2) with a distributed solution based on T5000 and RU4370, delivering continuous coverage and stable performance praised by IFM technical team.New Risk • Nov 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.5% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0 (vs CN¥0.035 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0 (improved from CN¥0.035 loss in 3Q 2024). Revenue: CN¥2.84b (up 7.3% from 3Q 2024). Net income: CN¥255.9k (up CN¥28.3m from 3Q 2024). Profit margin: 0% (up from net loss in 3Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 10Now 22% undervaluedOver the last 90 days, the stock has risen 31% to CN¥11.05. The fair value is estimated to be CN¥14.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Sep 30Sunwave Communications Co.Ltd to Report Q3, 2025 Results on Oct 28, 2025Sunwave Communications Co.Ltd announced that they will report Q3, 2025 results on Oct 28, 2025Buy Or Sell Opportunity • Sep 23Now 22% undervaluedOver the last 90 days, the stock has risen 23% to CN¥11.10. The fair value is estimated to be CN¥14.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Sep 02Now 22% undervaluedOver the last 90 days, the stock has risen 41% to CN¥11.00. The fair value is estimated to be CN¥14.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 27Second quarter 2025 earnings released: EPS: CN¥0.002 (vs CN¥0.016 loss in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.002 (up from CN¥0.016 loss in 2Q 2024). Revenue: CN¥2.12b (down 31% from 2Q 2024). Net income: CN¥1.30m (up CN¥13.7m from 2Q 2024). Profit margin: 0.1% (up from net loss in 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year.お知らせ • Jul 02Sunwave Communications Co.Ltd to Report First Half, 2025 Results on Aug 27, 2025Sunwave Communications Co.Ltd announced that they will report first half, 2025 results on Aug 27, 2025Board Change • Jun 25High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. GM & Chairman Yuelun Li is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • May 13High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. GM & Chairman Yuelun Li is the most experienced director on the board, commencing their role in 2020. 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 • May 02First quarter 2025 earnings released: EPS: CN¥0.002 (vs CN¥0.02 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.002 (down from CN¥0.02 in 1Q 2024). Revenue: CN¥2.29b (down 19% from 1Q 2024). Net income: CN¥1.32m (down 92% from 1Q 2024). Profit margin: 0.1% (down from 0.6% in 1Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2025Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: 2F, Block C, No. 581, Huoju Avenue, Binjiang District, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Sunwave Communications Co.Ltd to Report Q1, 2025 Results on Apr 28, 2025Sunwave Communications Co.Ltd announced that they will report Q1, 2025 results on Apr 28, 2025分析記事 • Mar 05Sunwave Communications Co.Ltd (SZSE:002115) Stock Catapults 25% Though Its Price And Business Still Lag The IndustrySunwave Communications Co.Ltd ( SZSE:002115 ) shareholders would be excited to see that the share price has had a great...Buy Or Sell Opportunity • Mar 05Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CN¥8.03. The fair value is estimated to be CN¥6.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Feb 11Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to CN¥8.19. The fair value is estimated to be CN¥6.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Feb 07Calculating The Fair Value Of Sunwave Communications Co.Ltd (SZSE:002115)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sunwave CommunicationsLtd fair value estimate is CN¥6.31...Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to CN¥7.57. The fair value is estimated to be CN¥6.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jan 10Investors Don't See Light At End Of Sunwave Communications Co.Ltd's (SZSE:002115) Tunnel And Push Stock Down 29%Sunwave Communications Co.Ltd ( SZSE:002115 ) shares have retraced a considerable 29% in the last month, reversing a...お知らせ • Dec 31Sunwave Communications Co.Ltd to Report Fiscal Year 2024 Results on Apr 28, 2025Sunwave Communications Co.Ltd announced that they will report fiscal year 2024 results on Apr 28, 2025分析記事 • Dec 18Is Sunwave CommunicationsLtd (SZSE:002115) Using Debt In A Risky Way?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Dec 17New 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 11% 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 Earnings have declined by 11% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Buy Or Sell Opportunity • Dec 10Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to CN¥8.14. The fair value is estimated to be CN¥6.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Nov 12Sunwave Communications Co.Ltd (SZSE:002115) Surges 27% Yet Its Low P/S Is No Reason For ExcitementSunwave Communications Co.Ltd ( SZSE:002115 ) shares have continued their recent momentum with a 27% gain in the last...Reported Earnings • Oct 31Third quarter 2024 earnings released: CN¥0.035 loss per share (vs CN¥0.049 profit in 3Q 2023)Third quarter 2024 results: CN¥0.035 loss per share (down from CN¥0.049 profit in 3Q 2023). Revenue: CN¥2.65b (down 21% from 3Q 2023). Net loss: CN¥28.1m (down 171% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 30Sunwave Communications Co.Ltd to Report Q3, 2024 Results on Oct 31, 2024Sunwave Communications Co.Ltd announced that they will report Q3, 2024 results on Oct 31, 2024分析記事 • Sep 26The Market Doesn't Like What It Sees From Sunwave Communications Co.Ltd's (SZSE:002115) Revenues YetYou may think that with a price-to-sales (or "P/S") ratio of 0.3x Sunwave Communications Co.Ltd ( SZSE:002115 ) is a...New Risk • Sep 19New 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.03% net profit margin).Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.016 loss per share (vs CN¥0.043 profit in 2Q 2023)Second quarter 2024 results: CN¥0.016 loss per share (down from CN¥0.043 profit in 2Q 2023). Revenue: CN¥3.06b (down 3.7% from 2Q 2023). Net loss: CN¥12.4m (down 136% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥4.79, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Media industry in China. Total loss to shareholders of 8.9% over the past three years.お知らせ • Jun 29Sunwave Communications Co.Ltd to Report First Half, 2024 Results on Aug 29, 2024Sunwave Communications Co.Ltd announced that they will report first half, 2024 results on Aug 29, 2024分析記事 • Jun 07Why Investors Shouldn't Be Surprised By Sunwave Communications Co.Ltd's (SZSE:002115) P/EWith a price-to-earnings (or "P/E") ratio of 78.1x Sunwave Communications Co.Ltd ( SZSE:002115 ) may be sending very...New Risk • May 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).お知らせ • Apr 29Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2024Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2024, at 14:30 China Standard Time. Location: 2F, Block C, No. 581, Huoju Avenue, Binjiang District, Hangzhou, Zhejiang ChinaReported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.02 (vs CN¥0.025 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.02 (down from CN¥0.025 in 1Q 2023). Revenue: CN¥2.81b (down 17% from 1Q 2023). Net income: CN¥15.9m (down 22% from 1Q 2023). Profit margin: 0.6% (in line with 1Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥5.05, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Media industry in China. Total loss to shareholders of 7.8% over the past three years.お知らせ • Mar 30Sunwave Communications Co.Ltd to Report Q1, 2024 Results on Apr 27, 2024Sunwave Communications Co.Ltd announced that they will report Q1, 2024 results on Apr 27, 2024分析記事 • Mar 28Investors Met With Slowing Returns on Capital At Sunwave CommunicationsLtd (SZSE:002115)What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Mar 04Sunwave Communications Co.Ltd's (SZSE:002115) Shares Bounce 26% But Its Business Still Trails The IndustryThose holding Sunwave Communications Co.Ltd ( SZSE:002115 ) shares would be relieved that the share price has rebounded...Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥5.46, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Media industry in China. Total returns to shareholders of 8.3% over the past three years.お知らせ • Dec 29Sunwave Communications Co.Ltd to Report Fiscal Year 2023 Results on Apr 27, 2024Sunwave Communications Co.Ltd announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.049 (vs CN¥0.048 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.049 (up from CN¥0.048 in 3Q 2022). Revenue: CN¥3.37b (up 33% from 3Q 2022). Net income: CN¥39.8m (up 2.5% from 3Q 2022). Profit margin: 1.2% (down from 1.5% in 3Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.New Risk • Oct 24New 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 6.4% 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 (24% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥8.05, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Media industry in China. Total returns to shareholders of 3.7% over the past three years.New Risk • Aug 31New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.041 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.043 (up from CN¥0.041 in 2Q 2022). Revenue: CN¥3.18b (up 30% from 2Q 2022). Net income: CN¥35.0m (up 5.3% from 2Q 2022). Profit margin: 1.1% (down from 1.4% in 2Q 2022). 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 13% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Jun 10Sunwave Communications Co., Ltd. Reveals Its Scenario-Based Solutions for Network InfrastructureSunwave Communications Co. Ltd. revealed its scenario-based solutions for network infrastructure, providing customized services for various industries that cater to the clients' specific needs. In the rail transit field, Sunwave's solutions have garnered widespread attention due to their successful deployments. Sunwave's offerings encompass both commercial and public safety network solutions. Through a collaborative approach with clients, Sunwave has addressed the unique challenges of tunnel and underground environments through waterproof and dust-proof solutions. Moreover, Sunwave's dual system backup ensures consistent signal strength and reliable operation, ensuring an uninterruptable mobile experience in high-speed train travel. In Malaysia, Sunwave has deployed CrossFire High Power DAS products supporting multiple technology standards and frequencies, which enabled six operators to expand their mobile signal coverage. In addition, Sunwave also shipments in Tetra networks providing public safety services for Malaysia's metro system. The Tetra system delivers 380-410MHz signal coverage for the entire metro line including metro stations and tunnels. An optical loop-back function ensures the stability and reliability in the event of fiber break ensuring uninterrupted operations. In Singapore, Sunwave has deployed MIMO solution across Remote Units which ensured system stability. In the event of device malfunction, the other device will continue to operate. This solution resulted from Sunwave forward looking thinking in designing solutions, making it an ideal choice for metros, railways and underground trains. The benefits to rail transit companies are increased network capacity, improved customer experience and increased profitability. Sunwave has demonstrated notable strengths in theAsia Pacific rail transit coverage market in recent years through numerous successful partnerships in both Singapore and Malaysia.お知らせ • May 06Sunwave Communications Co.Ltd, Annual General Meeting, May 22, 2023Sunwave Communications Co.Ltd, Annual General Meeting, May 22, 2023, at 14:30 China Standard Time. Agenda: To consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider Shareholder return plan for the next three years from 2023 to 2025; to consider special report on the deposit and use of raised funds in 2022; to consider 2022 annual report and its summary; to consider appointment of 2023 financial audit firm; and to consider provision of guarantee quota for controlled subsidiaries.Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.025 (vs CN¥0.02 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.025 (up from CN¥0.02 in 1Q 2022). Revenue: CN¥3.39b (up 40% from 1Q 2022). Net income: CN¥20.3m (up 24% from 1Q 2022). Profit margin: 0.6% (down from 0.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 55% 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.お知らせ • Jan 11Sunwave Communications Co.Ltd Approves Executive AppointmentsSunwave Communications Co.Ltd at its 1st Extraordinary General Meeting of 2023 on 09 January 2023 approved Election of Ren Feng as non-independent director, Election of Fan Haijian and Shi Jilong as supervisors.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Wei Wang 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.Reported Earnings • Oct 31Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: CN¥0.048. Net income: CN¥38.8m (up CN¥38.8m from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥0.041 (vs CN¥0.026 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.041 (up from CN¥0.026 in 2Q 2021). Revenue: CN¥2.45b (down 8.8% from 2Q 2021). Net income: CN¥33.2m (up 76% from 2Q 2021). Profit margin: 1.4% (up from 0.7% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.お知らせ • May 08Sunwave Communications Co.Ltd, Annual General Meeting, May 23, 2022Sunwave Communications Co.Ltd, Annual General Meeting, May 23, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 annual report and its summary; to consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; to consider 2021 annual accounts; to consider 2021 profit distribution plan; and to transact other matters.Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.02 (vs CN¥0.026 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.02 (down from CN¥0.026 in 1Q 2021). Revenue: CN¥2.43b (down 9.4% from 1Q 2021). Net income: CN¥16.3m (down 14% from 1Q 2021). Profit margin: 0.7% (in line with 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Wei Wang 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.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥5.22, the stock trades at a trailing P/E ratio of 71x. Average trailing P/E is 33x in the Media industry in China. Total loss to shareholders of 34% over the past three years.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS CN¥0.035 (vs CN¥0.057 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¥2.54b (up 11% from 3Q 2020). Net income: CN¥24.8m (down 39% from 3Q 2020). Profit margin: 1.0% (down from 1.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.023 (vs CN¥0.031 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥2.53b (up 25% from 2Q 2020). Net income: CN¥16.3m (down 25% from 2Q 2020). Profit margin: 0.6% (down from 1.1% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • May 03First quarter 2021 earnings released: EPS CN¥0.026 (vs CN¥0.063 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥2.68b (up 42% from 1Q 2020). Net income: CN¥18.9m (up CN¥64.0m from 1Q 2020). Profit margin: 0.7% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.024 (vs CN¥0.22 in FY 2019)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥8.72b (up 57% from FY 2019). Net income: CN¥17.1m (down 89% from FY 2019). Profit margin: 0.2% (down from 2.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% 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.Is New 90 Day High Low • Feb 03New 90-day low: CN¥5.39The company is down 30% from its price of CN¥7.65 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 11% over the same period.Is New 90 Day High Low • Jan 07New 90-day low: CN¥5.74The company is down 27% from its price of CN¥7.91 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 8.0% over the same period.Is New 90 Day High Low • Dec 16New 90-day low: CN¥6.53The company is down 19% from its price of CN¥8.05 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 5.0% over the same period.Is New 90 Day High Low • Nov 30New 90-day low: CN¥7.28The company is down 18% from its price of CN¥8.84 on 01 September 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 8.0% over the same period.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥22.4m, down 89% from the prior year. Total revenue was CN¥8.27b over the last 12 months, up 77% from the prior year.Is New 90 Day High Low • Oct 29New 90-day low: CN¥7.67The company is down 15% from its price of CN¥9.01 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is flat over the same period.Is New 90 Day High Low • Sep 24New 90-day low: CN¥7.86The company is down 19% from its price of CN¥9.67 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 2.0% over the same period.お知らせ • Aug 13Sunwave Communications Co.Ltd to Report First Half, 2020 Results on Aug 29, 2020Sunwave Communications Co.Ltd announced that they will report first half, 2020 results on Aug 29, 2020お知らせ • Jul 30Jointcom Communication Technology Co.,Ltd. acquired remaining 56% stake in Jointcom Communication Technology Co., Ltd. from Sunwave Communications Co.Ltd (SZSE:002115).Jointcom Communication Technology Co.,Ltd. agreed to acquire remaining 56% stake in Jointcom Communication Technology Co., Ltd. from Sunwave Communications Co.Ltd (SZSE:002115) on January 8, 2020. Jointcom Communication Technology Co.,Ltd. will issue shares equivalent to 6.6 million shares or 14.91% in itself for the deal. Pre deal, Jointcom Communication Technology Co.,Ltd. held 44% stake and post completion, it will hold 100% stake in Jointcom Communication Technology Co., Ltd. Jointcom Communication Technology Co., Ltd. operates as a wholly owned subsidiary of Jointcom Communication Technology Co.,Ltd. Jointcom Communication Technology Co.,Ltd. completed the acquisition of remaining 56% stake in Jointcom Communication Technology Co., Ltd. from Sunwave Communications Co.Ltd (SZSE:002115) on July 23, 2020. As of July 23, 2020, Jointcom Communication Technology Co., Ltd. and Jointcom Communication Technology Co.,Ltd. have officially completed the industrial and commercial registration procedures for the equity change. The shares of Jointcom Communication Technology Co.,Ltd. held by Sunwave Communications Co.Ltd have been in the Beijing Branch of China Securities Depository and Clearing Co., Ltd. Registration is complete.業績と収益の成長予測SZSE:002115 - 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12/31/202817,549290N/A341112/31/202715,288188N/A333112/31/202613,482127N/A48413/31/202614,4827-92-4N/A12/31/202511,951-13-240-136N/A9/30/20259,680-244-266-159N/A6/30/20259,486-272143280N/A3/31/202510,428-286-51118N/A12/31/202410,949-271-81136N/A9/30/202411,068-64297477N/A6/30/202411,790444256N/A3/31/202411,90651-9699N/A12/31/202312,4895560296N/A9/30/202312,819143-399-82N/A6/30/202311,986142-316-50N/A3/31/202311,257141-101154N/A1/1/202310,296137-184-30N/A9/30/20229,929-676321485N/A6/30/20229,930-69058246N/A3/31/202210,012-707-290-76N/A1/1/202210,264-704-2095N/A9/30/202110,27760-13620N/A6/30/202110,02876170302N/A3/31/20219,52782667764N/A12/31/20208,73818578663N/A9/30/20208,27522351526N/A6/30/20207,39874535717N/A3/31/20206,45489416643N/A12/31/20195,559159N/A779N/A9/30/20194,671201N/A674N/A6/30/20194,212207N/A278N/A3/31/20194,034217N/A70N/A12/31/20183,554215N/A-40N/A9/30/20182,835193N/A-170N/A6/30/20182,159100N/A-179N/A3/31/20181,48478N/A-60N/A12/31/20171,18147N/A30N/A9/30/20171,12569N/A72N/A6/30/20171,06369N/A187N/A3/31/20171,02933N/A179N/A12/31/201698928N/A134N/A9/30/2016857-13N/A222N/A6/30/2016847-12N/A187N/A3/31/201690019N/A274N/A12/31/201586519N/A243N/A9/30/201598549N/A298N/A6/30/201596449N/A285N/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: 002115の予測収益成長率 (年間63.6% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002115の収益 ( 63.6% ) はCN市場 ( 27.2% ) 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: 002115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: 002115の収益 ( 8.1% ) CN市場 ( 16.2% ) よりも低い成長が予測されています。高い収益成長: 002115の収益 ( 8.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002115の 自己資本利益率 は、3年後には低くなると予測されています ( 8.6 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 07:09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Sunwave Communications Co.Ltd 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Liangbi ZhaoChina Galaxy Securities Co., Ltd.Nan ZhangChina Stock Investment Research Co. Ltd. (GZ500..com)Bing ZhangCitic Securities Co., Ltd.6 その他のアナリストを表示
Reported Earnings • Apr 27Full year 2025 earnings released: CN¥0.016 loss per share (vs CN¥0.34 loss in FY 2024)Full year 2025 results: CN¥0.016 loss per share (improved from CN¥0.34 loss in FY 2024). Revenue: CN¥12.0b (up 9.2% from FY 2024). Net loss: CN¥13.2m (loss narrowed 95% from FY 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Media industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 130 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 27Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2026Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: 2F, Block C, No. 581, Huoju Avenue, Binjiang District, Hangzhou, Zhejiang China
お知らせ • Mar 31Sunwave Communications Co.Ltd to Report Q1, 2026 Results on Apr 27, 2026Sunwave Communications Co.Ltd announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Mar 07Sunwave Communications Launches All-In-One Site at MWC Barcelona 2026Sunwave Communications officially launched its carrier-grade All-in-One Site, a fully integrated solution designed for remote, temporary, and mission-critical scenarios. The company also showcased its latest digital DAS platform and next-generation integrated base stations. All-in-One Site addresses these challenges by integrating satellite backhaul, private 5G, edge computing, and IoT into a single, rapidly deployable unit. Operators and enterprise users can establish an independent 5G network within 30 minutes, enabling fast service activation and reliable coverage in infrastructure-limited environments. In the DAS segment, Sunwave showcased its third-generation high-power solutions, the H3RU and N3 Plus. Supporting 700–4200 MHz with up to 46 dBm output power, the H3RU enables flexible single-band 4T4R or quad-band SISO configurations and delivers up to 400 MHz bandwidth per channel. The solution is designed for complex environments such as tunnels, stadiums, airports, and campuses, supporting multi-band, high-capacity networks. The N3 Plus, a compact 5 L unit covering 600–4200 MHz, integrates 12 channels and supports up to five-band MIMO, with up to 400 MHz bandwidth per channel to meet multi-operator and multi-standard access needs. O-RAN ready and equipped with intelligent energy-saving features, it delivers high performance while supporting greener network operations. In addition, Sunwave introduced its latest base station, the nCELL-M, featuring an all-in-one design with up to 37 dBm and a built-in 5G gateway. Supporting multi-carrier operation and flexible spectrum configurations, it enables rapid, plug-and-play deployment. Another standout product, the 5G femtocell, delivers compact, high-performance coverage for homes, offices, and dense indoor environments, providing seamless connectivity for private and enterprise 5G networks.
お知らせ • Dec 31Sunwave Communications Co.Ltd to Report Fiscal Year 2025 Results on Apr 27, 2026Sunwave Communications Co.Ltd announced that they will report fiscal year 2025 results on Apr 27, 2026
お知らせ • Nov 27Sunwave Embarks on Middle East Exploration with MWC Doha ShowcaseSunwave Communications made its debut at MWC Doha 2022, marking a key step in expanding its presence in the Middle East. The event gathered leading operators and industry experts to discuss 5G evolution, digital transformation, and future connectivity trends. At the exhibition, Sunwave showcased two latest products: N3 Plus, a remote platform supporting 600MHz-4200MHz, multi-operator access, and energy-efficient operation in high-load environments; and nCELL-M, an integrated small cell built on Qualcomm's FSM200 4nm platform with embedded 5G core, supporting major 5G bands and 4T4R output for fast, stable deployments. Sunwave also presented a concept "Satellite + Private Network" All-in-One solution for remote scenarios, expected to be featured at MWC Barcelona 2026. Highlighting its project expertise, Sunwave recently completed Turkey's first fully 5G-upgraded exhibition venue at Istanbul Fuar Merkezi (I Istanbul Expo Center, IFM), covering 11 halls (96,000 m2) with a distributed solution based on T5000 and RU4370, delivering continuous coverage and stable performance praised by IFM technical team.
New Risk • Nov 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.5% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0 (vs CN¥0.035 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0 (improved from CN¥0.035 loss in 3Q 2024). Revenue: CN¥2.84b (up 7.3% from 3Q 2024). Net income: CN¥255.9k (up CN¥28.3m from 3Q 2024). Profit margin: 0% (up from net loss in 3Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 10Now 22% undervaluedOver the last 90 days, the stock has risen 31% to CN¥11.05. The fair value is estimated to be CN¥14.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Sep 30Sunwave Communications Co.Ltd to Report Q3, 2025 Results on Oct 28, 2025Sunwave Communications Co.Ltd announced that they will report Q3, 2025 results on Oct 28, 2025
Buy Or Sell Opportunity • Sep 23Now 22% undervaluedOver the last 90 days, the stock has risen 23% to CN¥11.10. The fair value is estimated to be CN¥14.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Sep 02Now 22% undervaluedOver the last 90 days, the stock has risen 41% to CN¥11.00. The fair value is estimated to be CN¥14.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 27Second quarter 2025 earnings released: EPS: CN¥0.002 (vs CN¥0.016 loss in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.002 (up from CN¥0.016 loss in 2Q 2024). Revenue: CN¥2.12b (down 31% from 2Q 2024). Net income: CN¥1.30m (up CN¥13.7m from 2Q 2024). Profit margin: 0.1% (up from net loss in 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jul 02Sunwave Communications Co.Ltd to Report First Half, 2025 Results on Aug 27, 2025Sunwave Communications Co.Ltd announced that they will report first half, 2025 results on Aug 27, 2025
Board Change • Jun 25High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. GM & Chairman Yuelun Li is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • May 13High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. GM & Chairman Yuelun Li is the most experienced director on the board, commencing their role in 2020. 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 • May 02First quarter 2025 earnings released: EPS: CN¥0.002 (vs CN¥0.02 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.002 (down from CN¥0.02 in 1Q 2024). Revenue: CN¥2.29b (down 19% from 1Q 2024). Net income: CN¥1.32m (down 92% from 1Q 2024). Profit margin: 0.1% (down from 0.6% in 1Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2025Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: 2F, Block C, No. 581, Huoju Avenue, Binjiang District, Hangzhou, Zhejiang China
お知らせ • Mar 31Sunwave Communications Co.Ltd to Report Q1, 2025 Results on Apr 28, 2025Sunwave Communications Co.Ltd announced that they will report Q1, 2025 results on Apr 28, 2025
分析記事 • Mar 05Sunwave Communications Co.Ltd (SZSE:002115) Stock Catapults 25% Though Its Price And Business Still Lag The IndustrySunwave Communications Co.Ltd ( SZSE:002115 ) shareholders would be excited to see that the share price has had a great...
Buy Or Sell Opportunity • Mar 05Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CN¥8.03. The fair value is estimated to be CN¥6.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Feb 11Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to CN¥8.19. The fair value is estimated to be CN¥6.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Feb 07Calculating The Fair Value Of Sunwave Communications Co.Ltd (SZSE:002115)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sunwave CommunicationsLtd fair value estimate is CN¥6.31...
Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to CN¥7.57. The fair value is estimated to be CN¥6.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jan 10Investors Don't See Light At End Of Sunwave Communications Co.Ltd's (SZSE:002115) Tunnel And Push Stock Down 29%Sunwave Communications Co.Ltd ( SZSE:002115 ) shares have retraced a considerable 29% in the last month, reversing a...
お知らせ • Dec 31Sunwave Communications Co.Ltd to Report Fiscal Year 2024 Results on Apr 28, 2025Sunwave Communications Co.Ltd announced that they will report fiscal year 2024 results on Apr 28, 2025
分析記事 • Dec 18Is Sunwave CommunicationsLtd (SZSE:002115) Using Debt In A Risky Way?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Dec 17New 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 11% 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 Earnings have declined by 11% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Buy Or Sell Opportunity • Dec 10Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to CN¥8.14. The fair value is estimated to be CN¥6.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Nov 12Sunwave Communications Co.Ltd (SZSE:002115) Surges 27% Yet Its Low P/S Is No Reason For ExcitementSunwave Communications Co.Ltd ( SZSE:002115 ) shares have continued their recent momentum with a 27% gain in the last...
Reported Earnings • Oct 31Third quarter 2024 earnings released: CN¥0.035 loss per share (vs CN¥0.049 profit in 3Q 2023)Third quarter 2024 results: CN¥0.035 loss per share (down from CN¥0.049 profit in 3Q 2023). Revenue: CN¥2.65b (down 21% from 3Q 2023). Net loss: CN¥28.1m (down 171% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 30Sunwave Communications Co.Ltd to Report Q3, 2024 Results on Oct 31, 2024Sunwave Communications Co.Ltd announced that they will report Q3, 2024 results on Oct 31, 2024
分析記事 • Sep 26The Market Doesn't Like What It Sees From Sunwave Communications Co.Ltd's (SZSE:002115) Revenues YetYou may think that with a price-to-sales (or "P/S") ratio of 0.3x Sunwave Communications Co.Ltd ( SZSE:002115 ) is a...
New Risk • Sep 19New 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.03% net profit margin).
Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.016 loss per share (vs CN¥0.043 profit in 2Q 2023)Second quarter 2024 results: CN¥0.016 loss per share (down from CN¥0.043 profit in 2Q 2023). Revenue: CN¥3.06b (down 3.7% from 2Q 2023). Net loss: CN¥12.4m (down 136% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥4.79, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Media industry in China. Total loss to shareholders of 8.9% over the past three years.
お知らせ • Jun 29Sunwave Communications Co.Ltd to Report First Half, 2024 Results on Aug 29, 2024Sunwave Communications Co.Ltd announced that they will report first half, 2024 results on Aug 29, 2024
分析記事 • Jun 07Why Investors Shouldn't Be Surprised By Sunwave Communications Co.Ltd's (SZSE:002115) P/EWith a price-to-earnings (or "P/E") ratio of 78.1x Sunwave Communications Co.Ltd ( SZSE:002115 ) may be sending very...
New Risk • May 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).
お知らせ • Apr 29Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2024Sunwave Communications Co.Ltd, Annual General Meeting, May 20, 2024, at 14:30 China Standard Time. Location: 2F, Block C, No. 581, Huoju Avenue, Binjiang District, Hangzhou, Zhejiang China
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.02 (vs CN¥0.025 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.02 (down from CN¥0.025 in 1Q 2023). Revenue: CN¥2.81b (down 17% from 1Q 2023). Net income: CN¥15.9m (down 22% from 1Q 2023). Profit margin: 0.6% (in line with 1Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥5.05, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Media industry in China. Total loss to shareholders of 7.8% over the past three years.
お知らせ • Mar 30Sunwave Communications Co.Ltd to Report Q1, 2024 Results on Apr 27, 2024Sunwave Communications Co.Ltd announced that they will report Q1, 2024 results on Apr 27, 2024
分析記事 • Mar 28Investors Met With Slowing Returns on Capital At Sunwave CommunicationsLtd (SZSE:002115)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Mar 04Sunwave Communications Co.Ltd's (SZSE:002115) Shares Bounce 26% But Its Business Still Trails The IndustryThose holding Sunwave Communications Co.Ltd ( SZSE:002115 ) shares would be relieved that the share price has rebounded...
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥5.46, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Media industry in China. Total returns to shareholders of 8.3% over the past three years.
お知らせ • Dec 29Sunwave Communications Co.Ltd to Report Fiscal Year 2023 Results on Apr 27, 2024Sunwave Communications Co.Ltd announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.049 (vs CN¥0.048 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.049 (up from CN¥0.048 in 3Q 2022). Revenue: CN¥3.37b (up 33% from 3Q 2022). Net income: CN¥39.8m (up 2.5% from 3Q 2022). Profit margin: 1.2% (down from 1.5% in 3Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.
New Risk • Oct 24New 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 6.4% 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 (24% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥8.05, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Media industry in China. Total returns to shareholders of 3.7% over the past three years.
New Risk • Aug 31New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.041 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.043 (up from CN¥0.041 in 2Q 2022). Revenue: CN¥3.18b (up 30% from 2Q 2022). Net income: CN¥35.0m (up 5.3% from 2Q 2022). Profit margin: 1.1% (down from 1.4% in 2Q 2022). 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 13% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 10Sunwave Communications Co., Ltd. Reveals Its Scenario-Based Solutions for Network InfrastructureSunwave Communications Co. Ltd. revealed its scenario-based solutions for network infrastructure, providing customized services for various industries that cater to the clients' specific needs. In the rail transit field, Sunwave's solutions have garnered widespread attention due to their successful deployments. Sunwave's offerings encompass both commercial and public safety network solutions. Through a collaborative approach with clients, Sunwave has addressed the unique challenges of tunnel and underground environments through waterproof and dust-proof solutions. Moreover, Sunwave's dual system backup ensures consistent signal strength and reliable operation, ensuring an uninterruptable mobile experience in high-speed train travel. In Malaysia, Sunwave has deployed CrossFire High Power DAS products supporting multiple technology standards and frequencies, which enabled six operators to expand their mobile signal coverage. In addition, Sunwave also shipments in Tetra networks providing public safety services for Malaysia's metro system. The Tetra system delivers 380-410MHz signal coverage for the entire metro line including metro stations and tunnels. An optical loop-back function ensures the stability and reliability in the event of fiber break ensuring uninterrupted operations. In Singapore, Sunwave has deployed MIMO solution across Remote Units which ensured system stability. In the event of device malfunction, the other device will continue to operate. This solution resulted from Sunwave forward looking thinking in designing solutions, making it an ideal choice for metros, railways and underground trains. The benefits to rail transit companies are increased network capacity, improved customer experience and increased profitability. Sunwave has demonstrated notable strengths in theAsia Pacific rail transit coverage market in recent years through numerous successful partnerships in both Singapore and Malaysia.
お知らせ • May 06Sunwave Communications Co.Ltd, Annual General Meeting, May 22, 2023Sunwave Communications Co.Ltd, Annual General Meeting, May 22, 2023, at 14:30 China Standard Time. Agenda: To consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider Shareholder return plan for the next three years from 2023 to 2025; to consider special report on the deposit and use of raised funds in 2022; to consider 2022 annual report and its summary; to consider appointment of 2023 financial audit firm; and to consider provision of guarantee quota for controlled subsidiaries.
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.025 (vs CN¥0.02 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.025 (up from CN¥0.02 in 1Q 2022). Revenue: CN¥3.39b (up 40% from 1Q 2022). Net income: CN¥20.3m (up 24% from 1Q 2022). Profit margin: 0.6% (down from 0.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 55% 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.
お知らせ • Jan 11Sunwave Communications Co.Ltd Approves Executive AppointmentsSunwave Communications Co.Ltd at its 1st Extraordinary General Meeting of 2023 on 09 January 2023 approved Election of Ren Feng as non-independent director, Election of Fan Haijian and Shi Jilong as supervisors.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Wei Wang 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.
Reported Earnings • Oct 31Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: CN¥0.048. Net income: CN¥38.8m (up CN¥38.8m from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥0.041 (vs CN¥0.026 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.041 (up from CN¥0.026 in 2Q 2021). Revenue: CN¥2.45b (down 8.8% from 2Q 2021). Net income: CN¥33.2m (up 76% from 2Q 2021). Profit margin: 1.4% (up from 0.7% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
お知らせ • May 08Sunwave Communications Co.Ltd, Annual General Meeting, May 23, 2022Sunwave Communications Co.Ltd, Annual General Meeting, May 23, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 annual report and its summary; to consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; to consider 2021 annual accounts; to consider 2021 profit distribution plan; and to transact other matters.
Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.02 (vs CN¥0.026 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.02 (down from CN¥0.026 in 1Q 2021). Revenue: CN¥2.43b (down 9.4% from 1Q 2021). Net income: CN¥16.3m (down 14% from 1Q 2021). Profit margin: 0.7% (in line with 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Wei Wang 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.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥5.22, the stock trades at a trailing P/E ratio of 71x. Average trailing P/E is 33x in the Media industry in China. Total loss to shareholders of 34% over the past three years.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS CN¥0.035 (vs CN¥0.057 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¥2.54b (up 11% from 3Q 2020). Net income: CN¥24.8m (down 39% from 3Q 2020). Profit margin: 1.0% (down from 1.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.023 (vs CN¥0.031 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥2.53b (up 25% from 2Q 2020). Net income: CN¥16.3m (down 25% from 2Q 2020). Profit margin: 0.6% (down from 1.1% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 03First quarter 2021 earnings released: EPS CN¥0.026 (vs CN¥0.063 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥2.68b (up 42% from 1Q 2020). Net income: CN¥18.9m (up CN¥64.0m from 1Q 2020). Profit margin: 0.7% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.024 (vs CN¥0.22 in FY 2019)The company reported a mediocre full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥8.72b (up 57% from FY 2019). Net income: CN¥17.1m (down 89% from FY 2019). Profit margin: 0.2% (down from 2.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% 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.
Is New 90 Day High Low • Feb 03New 90-day low: CN¥5.39The company is down 30% from its price of CN¥7.65 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 11% over the same period.
Is New 90 Day High Low • Jan 07New 90-day low: CN¥5.74The company is down 27% from its price of CN¥7.91 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 8.0% over the same period.
Is New 90 Day High Low • Dec 16New 90-day low: CN¥6.53The company is down 19% from its price of CN¥8.05 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 5.0% over the same period.
Is New 90 Day High Low • Nov 30New 90-day low: CN¥7.28The company is down 18% from its price of CN¥8.84 on 01 September 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 8.0% over the same period.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥22.4m, down 89% from the prior year. Total revenue was CN¥8.27b over the last 12 months, up 77% from the prior year.
Is New 90 Day High Low • Oct 29New 90-day low: CN¥7.67The company is down 15% from its price of CN¥9.01 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is flat over the same period.
Is New 90 Day High Low • Sep 24New 90-day low: CN¥7.86The company is down 19% from its price of CN¥9.67 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 2.0% over the same period.
お知らせ • Aug 13Sunwave Communications Co.Ltd to Report First Half, 2020 Results on Aug 29, 2020Sunwave Communications Co.Ltd announced that they will report first half, 2020 results on Aug 29, 2020
お知らせ • Jul 30Jointcom Communication Technology Co.,Ltd. acquired remaining 56% stake in Jointcom Communication Technology Co., Ltd. from Sunwave Communications Co.Ltd (SZSE:002115).Jointcom Communication Technology Co.,Ltd. agreed to acquire remaining 56% stake in Jointcom Communication Technology Co., Ltd. from Sunwave Communications Co.Ltd (SZSE:002115) on January 8, 2020. Jointcom Communication Technology Co.,Ltd. will issue shares equivalent to 6.6 million shares or 14.91% in itself for the deal. Pre deal, Jointcom Communication Technology Co.,Ltd. held 44% stake and post completion, it will hold 100% stake in Jointcom Communication Technology Co., Ltd. Jointcom Communication Technology Co., Ltd. operates as a wholly owned subsidiary of Jointcom Communication Technology Co.,Ltd. Jointcom Communication Technology Co.,Ltd. completed the acquisition of remaining 56% stake in Jointcom Communication Technology Co., Ltd. from Sunwave Communications Co.Ltd (SZSE:002115) on July 23, 2020. As of July 23, 2020, Jointcom Communication Technology Co., Ltd. and Jointcom Communication Technology Co.,Ltd. have officially completed the industrial and commercial registration procedures for the equity change. The shares of Jointcom Communication Technology Co.,Ltd. held by Sunwave Communications Co.Ltd have been in the Beijing Branch of China Securities Depository and Clearing Co., Ltd. Registration is complete.