View ValuationNanJi E-Commerce 将来の成長Future 基準チェック /36NanJi E-Commerce利益と収益がそれぞれ年間71.7%と2.9%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8.7% 72.9%なると予測されています。主要情報71.7%収益成長率72.90%EPS成長率Media 収益成長24.9%収益成長率2.9%将来の株主資本利益率8.69%アナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報Price Target Changed • Nov 16Price target decreased to CN¥5.29Down from CN¥7.82, the current price target is provided by 1 analyst. New target price is 10.0% above last closing price of CN¥4.81. Stock is down 30% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.20 last year.Major Estimate Revision • Apr 28Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥4.97b to CN¥4.50b. EPS estimate also fell from CN¥0.48 per share to CN¥0.29 per share. Net income forecast to grow 51% next year vs 27% growth forecast for Media industry in China. Consensus price target down from CN¥7.82 to CN¥4.99. Share price fell 11% to CN¥4.35 over the past week.Price Target Changed • Oct 31Price target decreased to CN¥7.82Down from CN¥10.14, the current price target is an average from 2 analysts. New target price is 9.1% above last closing price of CN¥7.17. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.49 last year.すべての更新を表示Recent updatesお知らせ • Apr 24NanJi E-Commerce Co., LTD, Annual General Meeting, May 15, 2026NanJi E-Commerce Co., LTD, Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 10F, Building 3, No. 99, Jiangwancheng Road, Yangpu District, Shanghai ChinaReported Earnings • Apr 24First quarter 2026 earnings released: EPS: CN¥0.014 (vs CN¥0.006 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥0.014 (up from CN¥0.006 loss in 1Q 2025). Revenue: CN¥500.9m (down 31% from 1Q 2025). Net income: CN¥32.6m (up CN¥46.3m from 1Q 2025). Profit margin: 6.5% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 63% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 63% per year over the past 5 years.お知らせ • Mar 31NanJi E-Commerce Co., LTD to Report Q1, 2026 Results on Apr 24, 2026NanJi E-Commerce Co., LTD announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Dec 31NanJi E-Commerce Co., LTD to Report Fiscal Year 2025 Results on Apr 24, 2026NanJi E-Commerce Co., LTD announced that they will report fiscal year 2025 results on Apr 24, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.012 (vs CN¥0.01 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.012 (up from CN¥0.01 loss in 3Q 2024). Revenue: CN¥637.1m (down 25% from 3Q 2024). Net income: CN¥29.2m (up CN¥52.9m from 3Q 2024). Profit margin: 4.6% (up from net loss in 3Q 2024). Revenue is forecast to grow 24% 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 11% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Sep 30NanJi E-Commerce Co., LTD to Report Q3, 2025 Results on Oct 31, 2025NanJi E-Commerce Co., LTD announced that they will report Q3, 2025 results on Oct 31, 2025Reported Earnings • Sep 01Second quarter 2025 earnings released: EPS: CN¥0.011 (vs CN¥0.013 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.011 (down from CN¥0.013 in 2Q 2024). Revenue: CN¥624.3m (down 26% from 2Q 2024). Net income: CN¥27.2m (down 9.7% from 2Q 2024). Profit margin: 4.4% (up from 3.6% in 2Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.3% 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 only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Jul 02NanJi E-Commerce Co., LTD to Report First Half, 2025 Results on Aug 27, 2025NanJi E-Commerce Co., LTD announced that they will report first half, 2025 results on Aug 27, 2025Declared Dividend • May 28Dividend reduced to CN¥0.04Dividend of CN¥0.04 is 50% lower than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments.お知らせ • May 27NanJi E-Commerce Co., LTD Announces Final Cash Dividend on A Shares for 2024, Payable on 30 May 2025NanJi E-Commerce Co., LTD announced approved cash dividend of CNY 0.40000000 per 10 A shares (tax included) for 2024. Record date: 29 May 2025; Ex-date: 30 May 2025 and Payment date: 30 May 2025.Reported Earnings • Apr 25First quarter 2025 earnings released: CN¥0.006 loss per share (vs CN¥0.02 profit in 1Q 2024)First quarter 2025 results: CN¥0.006 loss per share (down from CN¥0.02 profit in 1Q 2024). Revenue: CN¥729.1m (up 2.0% from 1Q 2024). Net loss: CN¥13.6m (down 129% from profit in 1Q 2024). 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 1% per year, which means it has not declined as severely as earnings.お知らせ • Apr 25NanJi E-Commerce Co., LTD, Annual General Meeting, May 21, 2025NanJi E-Commerce Co., LTD, Annual General Meeting, May 21, 2025, at 14:30 China Standard Time. Location: 10F, Building 3, No. 99, Jiangwancheng Road, Yangpu District, Shanghai Chinaお知らせ • Mar 31NanJi E-Commerce Co., LTD to Report Q1, 2025 Results on Apr 25, 2025NanJi E-Commerce Co., LTD announced that they will report Q1, 2025 results on Apr 25, 2025分析記事 • Mar 24NanJi E-Commerce Co., LTD's (SZSE:002127) Business Is Yet to Catch Up With Its Share PriceWith a median price-to-sales (or "P/S") ratio of close to 3.4x in the Media industry in China, you could be forgiven...分析記事 • Feb 20Returns On Capital Signal Difficult Times Ahead For NanJi E-Commerce (SZSE:002127)If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...お知らせ • Dec 31NanJi E-Commerce Co., LTD to Report Fiscal Year 2024 Results on Apr 25, 2025NanJi E-Commerce Co., LTD announced that they will report fiscal year 2024 results on Apr 25, 2025New Risk • Dec 10New 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 231% Cash payout ratio: 94% Earnings have declined by 51% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.分析記事 • Nov 22Revenues Not Telling The Story For NanJi E-Commerce Co., LTD (SZSE:002127) After Shares Rise 37%NanJi E-Commerce Co., LTD ( SZSE:002127 ) shares have continued their recent momentum with a 37% gain in the last month...分析記事 • Nov 06NanJi E-Commerce's (SZSE:002127) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from NanJi E-Commerce Co., LTD ( SZSE:002127 ) was underwhelming for investors, despite...Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.01 loss per share (vs CN¥0.012 profit in 3Q 2023)Third quarter 2024 results: CN¥0.01 loss per share (down from CN¥0.012 profit in 3Q 2023). Revenue: CN¥849.7m (up 13% from 3Q 2023). Net loss: CN¥23.7m (down 180% from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.分析記事 • Oct 11The Returns On Capital At NanJi E-Commerce (SZSE:002127) Don't Inspire ConfidenceIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...Board Change • Oct 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. 3 highly experienced directors. Shareholder Supervisor Xiao Jie Chen is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Sep 30NanJi E-Commerce Co., LTD to Report Q3, 2024 Results on Oct 30, 2024NanJi E-Commerce Co., LTD announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥3.29, the stock trades at a trailing P/E ratio of 57.1x. Average trailing P/E is 42x in the Media industry in China. Total loss to shareholders of 48% over the past three years.お知らせ • Sep 14NanJi E-Commerce Co., LTD Announces Management AppointmentsNanJi E-Commerce Co., LTD at its Extraordinary General Meeting held on 12 September 2024, approved election of Zhang Yuxiang, Mao Dongfang and Chen Hongyu as non-independent directors; election of Ayinu'er Xiekan, Wang Yongping and Lu Youyi as independent directors and election of Ma Qiuchen as non-employee supervisor.Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.013 (vs CN¥0.008 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.013 (up from CN¥0.008 in 2Q 2023). Revenue: CN¥842.3m (up 20% from 2Q 2023). Net income: CN¥30.2m (up 67% from 2Q 2023). Profit margin: 3.6% (up from 2.6% in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.お知らせ • Jun 29NanJi E-Commerce Co., LTD to Report First Half, 2024 Results on Aug 27, 2024NanJi E-Commerce Co., LTD announced that they will report first half, 2024 results on Aug 27, 2024お知らせ • May 25NanJi E-Commerce Co., LTD Announces Final Cash Dividend Plan to Be Implemented on A Shares for the Year 2023, Payable on 30 May 2024NanJi E-Commerce Co., LTD announced final profit distribution plan to be implemented on A shares cash dividend/10 shares (tax included) of CNY 0.80000000 for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024. Net cash dividend/10 shares after tax: CNY 0.72000000 (CNY 0.80000000- CNY 0.08000000).分析記事 • May 02We Think That There Are Some Issues For NanJi E-Commerce (SZSE:002127) Beyond Its Promising EarningsThe market for NanJi E-Commerce Co., LTD's ( SZSE:002127 ) stock was strong after it released a healthy earnings report...New Risk • Apr 25New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 169% Dividend yield: 2.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 41% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (169% payout ratio).お知らせ • Apr 21NanJi E-Commerce Co., LTD, Annual General Meeting, May 15, 2024NanJi E-Commerce Co., LTD, Annual General Meeting, May 15, 2024, at 14:30 China Standard Time.Reported Earnings • Apr 20Full year 2023 earnings released: EPS: CN¥0.047 (vs CN¥0.13 loss in FY 2022)Full year 2023 results: EPS: CN¥0.047 (up from CN¥0.13 loss in FY 2022). Revenue: CN¥2.69b (down 19% from FY 2022). Net income: CN¥111.6m (up CN¥409.8m from FY 2022). Profit margin: 4.1% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Apr 17Now 24% overvaluedOver the last 90 days, the stock has fallen 14% to CN¥2.84. The fair value is estimated to be CN¥2.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Apr 17NanJi E-Commerce Co., LTD's (SZSE:002127) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think NanJi E-Commerce Co., LTD's ( SZSE:002127 ) price-to-sales (or "P/S") ratio of 2.3x is...お知らせ • Mar 30NanJi E-Commerce Co., LTD to Report Q1, 2024 Results on Apr 26, 2024NanJi E-Commerce Co., LTD announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Dec 29NanJi E-Commerce Co., LTD to Report Fiscal Year 2023 Results on Apr 20, 2024NanJi E-Commerce Co., LTD announced that they will report fiscal year 2023 results on Apr 20, 2024お知らせ • Dec 13+ 1 more updateNanJi E-Commerce Co., LTD(SZSE:002127) dropped from Shenzhen Stock Exchange Component A Share IndexNanJi E-Commerce Co., Ltd has been removed from Shenzhen Stock Exchange Component A Share Index .Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.012 (vs CN¥0.032 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.012 (down from CN¥0.032 in 3Q 2022). Revenue: CN¥754.7m (down 8.2% from 3Q 2022). Net income: CN¥29.6m (down 60% from 3Q 2022). Profit margin: 3.9% (down from 9.0% in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30NanJi E-Commerce Co., LTD to Report Q3, 2023 Results on Oct 25, 2023NanJi E-Commerce Co., LTD announced that they will report Q3, 2023 results on Oct 25, 2023Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.008 (vs CN¥0.015 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.008 (down from CN¥0.015 in 2Q 2022). Revenue: CN¥701.7m (down 13% from 2Q 2022). Net income: CN¥18.0m (down 49% from 2Q 2022). Profit margin: 2.6% (down from 4.4% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 22Full year 2022 earnings released: CN¥0.13 loss per share (vs CN¥0.20 profit in FY 2021)Full year 2022 results: CN¥0.13 loss per share (down from CN¥0.20 profit in FY 2021). Revenue: CN¥3.31b (down 15% from FY 2021). Net loss: CN¥298.3m (down 163% from profit in FY 2021). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.Price Target Changed • Nov 16Price target decreased to CN¥5.29Down from CN¥7.82, the current price target is provided by 1 analyst. New target price is 10.0% above last closing price of CN¥4.81. Stock is down 30% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.20 last year.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.032 (vs CN¥0.067 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.032 (down from CN¥0.067 in 3Q 2021). Revenue: CN¥822.4m (down 26% from 3Q 2021). Net income: CN¥74.1m (down 53% from 3Q 2021). Profit margin: 9.0% (down from 14% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.015 (vs CN¥0.048 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.015 (down from CN¥0.048 in 2Q 2021). Revenue: CN¥807.9m (down 4.8% from 2Q 2021). Net income: CN¥35.7m (down 68% from 2Q 2021). Profit margin: 4.4% (down from 13% in 2Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to grow 20%, compared to a 14% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 22% per year.お知らせ • May 19NanJi E-Commerce Co., LTD Approves Profit Distribution for 2021NanJi E-Commerce Co., LTD at its Annual General Meeting of 2021 held on 16 May 2022, approved 2021 profit distribution plan with cash dividend (tax included) of CNY 0.80000000 per 10 shares.Major Estimate Revision • Apr 28Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥4.97b to CN¥4.50b. EPS estimate also fell from CN¥0.48 per share to CN¥0.29 per share. Net income forecast to grow 51% next year vs 27% growth forecast for Media industry in China. Consensus price target down from CN¥7.82 to CN¥4.99. Share price fell 11% to CN¥4.35 over the past week.Reported Earnings • Apr 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.20 (down from CN¥0.49 in FY 2020). Revenue: CN¥3.89b (down 6.8% from FY 2020). Net income: CN¥477.1m (down 60% from FY 2020). Profit margin: 12% (down from 28% in FY 2020). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 16%, compared to a 15% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Employee Representative Supervisor Xianghuai Hu is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 24NanJi E-Commerce Co., LTD, Annual General Meeting, May 16, 2022NanJi E-Commerce Co., LTD, Annual General Meeting, May 16, 2022, at 14:30 China Standard Time. Agenda: 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; to consider Remuneration for directors and supervisors; to consider Reappointment of 2022 audit firm; to consider 2021 annual report and its summary; to consider 2022 application for comprehensive credit line by the Company and its subsidiaries; to consider Purchase of wealth management products with idle proprietary funds; and to consider Amendments to the Company's articles of association.お知らせ • Apr 23Nanji E-Commerce Co., Ltd Proposes Dividend for the Year 2020NanJi E-Commerce Co., LTD announced on 22 April 2022 the profit distribution proposal for 2021 as follows: Cash dividend/10 shares (tax included) of CNY 0.80000000.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥5.68, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Media industry in China. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.74 per share.Buying Opportunity • Mar 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be CN¥5.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 7.8% per annum over the last 3 years.お知らせ • Feb 12NanJi E-Commerce Co., LTD (SZSE:002127) agreed to acquire The Basichouse (shanghai) Co., Ltd from TBH Hongkong Limited for CNY 180 million.NanJi E-Commerce Co., LTD (SZSE:002127) agreed to acquire The Basichouse (shanghai) Co., Ltd from TBH Hongkong Limited for CNY 180 million on December 26, 2021. The deal is subject to approval from NanJi E-Commerce Co., LTD (SZSE:002127) board. As of December 26, 2021 NanJi E-Commerce Co., LTD (SZSE:002127) board approved the deal.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥5.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Media industry in China. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.61 per share.Price Target Changed • Oct 31Price target decreased to CN¥7.82Down from CN¥10.14, the current price target is an average from 2 analysts. New target price is 9.1% above last closing price of CN¥7.17. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.49 last year.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS CN¥0.067 (vs CN¥0.12 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.11b (down 2.8% from 3Q 2020). Net income: CN¥157.0m (down 46% from 3Q 2020). Profit margin: 14% (down from 25% in 3Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.048 (vs CN¥0.14 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥848.6m (down 11% from 2Q 2020). Net income: CN¥112.1m (down 63% from 2Q 2020). Profit margin: 13% (down from 32% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥10.08, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Media industry in China. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.89 per share.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥9.93, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Media industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.11 per share.お知らせ • Jun 02Nanji E-Commerce Co., Ltd to Implement 2020 Final Profit Distribution Plan on A Shares, Payable on June 7, 2021NanJi E-Commerce Co., LTD announced 2020 final profit distribution plan to be implemented on A shares as cash dividend/10 shares (tax included) of CNY 1.66655100. Record date is 04 June 2021 and ex-date is 07 June 2021. Payable date is 07 June 2021.Reported Earnings • Apr 17Full year 2020 earnings released: EPS CN¥0.49 (vs CN¥0.49 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥4.17b (up 6.8% from FY 2019). Net income: CN¥1.19b (down 1.5% from FY 2019). Profit margin: 28% (down from 31% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Mar 04NanJi E-Commerce Co., LTD to Report Fiscal Year 2020 Results on Apr 16, 2021NanJi E-Commerce Co., LTD announced that they will report fiscal year 2020 results on Apr 16, 2021Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥11.80, the stock is trading at a trailing P/E ratio of 21.9x, up from the previous P/E ratio of 19x. This compares to an average P/E of 28x in the Media industry in China. Total returns to shareholders over the past three years are 25%.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥11.25, the stock is trading at a trailing P/E ratio of 20.9x, up from the previous P/E ratio of 18.1x. This compares to an average P/E of 26x in the Media industry in China. Total returns to shareholders over the past three years are 25%.Is New 90 Day High Low • Jan 12New 90-day low: CN¥9.23The company is down 54% from its price of CN¥20.25 on 14 October 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 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.07 per share.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥11.09, the stock is trading at a trailing P/E ratio of 20.6x, down from the previous P/E ratio of 25.7x. This compares to an average P/E of 31x in the Media industry in China. Total returns to shareholders over the past three years are 34%.Is New 90 Day High Low • Dec 25New 90-day low: CN¥14.43The company is down 20% from its price of CN¥18.06 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.11 per share.Is New 90 Day High Low • Dec 07New 90-day low: CN¥16.18The company is down 12% from its price of CN¥18.37 on 08 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 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.97 per share.Is New 90 Day High Low • Nov 16New 90-day low: CN¥17.16The company is down 14% from its price of CN¥20.00 on 18 August 2020. The Chinese market is down 3.0% 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.52 per share.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.33b, up 27% from the prior year. Total revenue was CN¥4.03b over the last 12 months, up 2.0% from the prior year.お知らせ • Oct 16NanJi E-Commerce Co., LTD to Report Q3, 2020 Results on Oct 23, 2020NanJi E-Commerce Co., LTD announced that they will report Q3, 2020 results on Oct 23, 2020Valuation Update With 7 Day Price Move • Oct 12Market bids up stock over the past weekAfter last week's 19% share price gain to CN¥20.60, the stock is trading at a trailing P/E ratio of 40.4x, up from the previous P/E ratio of 33.8x. This compares to an average P/E of 45x in the Media industry in China. Total returns to shareholders over the past three years are 83%.Is New 90 Day High Low • Sep 29New 90-day low: CN¥17.45The company is down 18% from its price of CN¥21.22 on 01 July 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥13.98 per share.お知らせ • Jul 31NanJi E-Commerce Co., LTD to Report First Half, 2020 Results on Aug 22, 2020NanJi E-Commerce Co., LTD announced that they will report first half, 2020 results on Aug 22, 2020業績と収益の成長予測SZSE:002127 - 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12/31/20282,584496N/A455112/31/20272,342344N/A161112/31/20262,363257N/A16313/31/20262,371-235143151N/A12/31/20252,600-2821220N/A9/30/20252,942-248-167-163N/A6/30/20253,155-301-354-351N/A3/31/20253,373-298-211-207N/A12/31/20243,358-237-180-177N/A9/30/20243,03283201204N/A6/30/20242,937136265268N/A3/31/20242,796124177179N/A12/31/20232,692112388400N/A9/30/20232,800-464422436N/A6/30/20232,868-419464516N/A3/31/20232,974-401692744N/A1/1/20233,310-298254575N/A9/30/20223,690323243562N/A6/30/20223,981406188471N/A3/31/20224,02248212295N/A1/1/20223,888477377380N/A9/30/20214,174869592596N/A6/30/20214,2071,003711717N/A3/31/20214,3131,1931,0371,042N/A12/31/20204,1721,188951956N/A9/30/20204,0321,3261,0211,036N/A6/30/20203,8991,2511,0641,079N/A3/31/20203,7541,213779794N/A12/31/20193,9071,206N/A1,255N/A9/30/20193,9551,039N/A639N/A6/30/20193,753981N/A597N/A3/31/20193,673919N/A689N/A12/31/20183,353886N/A551N/A9/30/20182,629741N/A554N/A6/30/20181,968686N/A546N/A3/31/20181,420598N/A485N/A12/31/2017986534N/A538N/A9/30/2017620400N/A597N/A6/30/2017614356N/A495N/A3/31/2017548311N/A450N/A12/31/2016521301N/A457N/A9/30/2016445230N/A74N/A6/30/2016434224N/A82N/A3/31/2016399184N/A90N/A12/31/2015389172N/A37N/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: 002127は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.4% ) よりも高い成長率であると考えられます。収益対市場: 002127今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 002127今後 3 年以内に収益を上げることが予想されます。収益対市場: 002127の収益 ( 2.9% ) 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: 002127の収益 ( 2.9% ) 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: 002127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 ( 8.7 %)。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2026/05/25 12:05終値2026/05/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NanJi E-Commerce 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。7 アナリスト機関Haiyan GuoChina International Capital Corporation LimitedJie LiEverbright Securities Co. Ltd.Junhao FanHuatai Research4 その他のアナリストを表示
Price Target Changed • Nov 16Price target decreased to CN¥5.29Down from CN¥7.82, the current price target is provided by 1 analyst. New target price is 10.0% above last closing price of CN¥4.81. Stock is down 30% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.20 last year.
Major Estimate Revision • Apr 28Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥4.97b to CN¥4.50b. EPS estimate also fell from CN¥0.48 per share to CN¥0.29 per share. Net income forecast to grow 51% next year vs 27% growth forecast for Media industry in China. Consensus price target down from CN¥7.82 to CN¥4.99. Share price fell 11% to CN¥4.35 over the past week.
Price Target Changed • Oct 31Price target decreased to CN¥7.82Down from CN¥10.14, the current price target is an average from 2 analysts. New target price is 9.1% above last closing price of CN¥7.17. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.49 last year.
お知らせ • Apr 24NanJi E-Commerce Co., LTD, Annual General Meeting, May 15, 2026NanJi E-Commerce Co., LTD, Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: 10F, Building 3, No. 99, Jiangwancheng Road, Yangpu District, Shanghai China
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: CN¥0.014 (vs CN¥0.006 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥0.014 (up from CN¥0.006 loss in 1Q 2025). Revenue: CN¥500.9m (down 31% from 1Q 2025). Net income: CN¥32.6m (up CN¥46.3m from 1Q 2025). Profit margin: 6.5% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 63% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 63% per year over the past 5 years.
お知らせ • Mar 31NanJi E-Commerce Co., LTD to Report Q1, 2026 Results on Apr 24, 2026NanJi E-Commerce Co., LTD announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Dec 31NanJi E-Commerce Co., LTD to Report Fiscal Year 2025 Results on Apr 24, 2026NanJi E-Commerce Co., LTD announced that they will report fiscal year 2025 results on Apr 24, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.012 (vs CN¥0.01 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.012 (up from CN¥0.01 loss in 3Q 2024). Revenue: CN¥637.1m (down 25% from 3Q 2024). Net income: CN¥29.2m (up CN¥52.9m from 3Q 2024). Profit margin: 4.6% (up from net loss in 3Q 2024). Revenue is forecast to grow 24% 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 11% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Sep 30NanJi E-Commerce Co., LTD to Report Q3, 2025 Results on Oct 31, 2025NanJi E-Commerce Co., LTD announced that they will report Q3, 2025 results on Oct 31, 2025
Reported Earnings • Sep 01Second quarter 2025 earnings released: EPS: CN¥0.011 (vs CN¥0.013 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.011 (down from CN¥0.013 in 2Q 2024). Revenue: CN¥624.3m (down 26% from 2Q 2024). Net income: CN¥27.2m (down 9.7% from 2Q 2024). Profit margin: 4.4% (up from 3.6% in 2Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.3% 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 only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 02NanJi E-Commerce Co., LTD to Report First Half, 2025 Results on Aug 27, 2025NanJi E-Commerce Co., LTD announced that they will report first half, 2025 results on Aug 27, 2025
Declared Dividend • May 28Dividend reduced to CN¥0.04Dividend of CN¥0.04 is 50% lower than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments.
お知らせ • May 27NanJi E-Commerce Co., LTD Announces Final Cash Dividend on A Shares for 2024, Payable on 30 May 2025NanJi E-Commerce Co., LTD announced approved cash dividend of CNY 0.40000000 per 10 A shares (tax included) for 2024. Record date: 29 May 2025; Ex-date: 30 May 2025 and Payment date: 30 May 2025.
Reported Earnings • Apr 25First quarter 2025 earnings released: CN¥0.006 loss per share (vs CN¥0.02 profit in 1Q 2024)First quarter 2025 results: CN¥0.006 loss per share (down from CN¥0.02 profit in 1Q 2024). Revenue: CN¥729.1m (up 2.0% from 1Q 2024). Net loss: CN¥13.6m (down 129% from profit in 1Q 2024). 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 1% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 25NanJi E-Commerce Co., LTD, Annual General Meeting, May 21, 2025NanJi E-Commerce Co., LTD, Annual General Meeting, May 21, 2025, at 14:30 China Standard Time. Location: 10F, Building 3, No. 99, Jiangwancheng Road, Yangpu District, Shanghai China
お知らせ • Mar 31NanJi E-Commerce Co., LTD to Report Q1, 2025 Results on Apr 25, 2025NanJi E-Commerce Co., LTD announced that they will report Q1, 2025 results on Apr 25, 2025
分析記事 • Mar 24NanJi E-Commerce Co., LTD's (SZSE:002127) Business Is Yet to Catch Up With Its Share PriceWith a median price-to-sales (or "P/S") ratio of close to 3.4x in the Media industry in China, you could be forgiven...
分析記事 • Feb 20Returns On Capital Signal Difficult Times Ahead For NanJi E-Commerce (SZSE:002127)If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
お知らせ • Dec 31NanJi E-Commerce Co., LTD to Report Fiscal Year 2024 Results on Apr 25, 2025NanJi E-Commerce Co., LTD announced that they will report fiscal year 2024 results on Apr 25, 2025
New Risk • Dec 10New 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 231% Cash payout ratio: 94% Earnings have declined by 51% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.
分析記事 • Nov 22Revenues Not Telling The Story For NanJi E-Commerce Co., LTD (SZSE:002127) After Shares Rise 37%NanJi E-Commerce Co., LTD ( SZSE:002127 ) shares have continued their recent momentum with a 37% gain in the last month...
分析記事 • Nov 06NanJi E-Commerce's (SZSE:002127) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from NanJi E-Commerce Co., LTD ( SZSE:002127 ) was underwhelming for investors, despite...
Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.01 loss per share (vs CN¥0.012 profit in 3Q 2023)Third quarter 2024 results: CN¥0.01 loss per share (down from CN¥0.012 profit in 3Q 2023). Revenue: CN¥849.7m (up 13% from 3Q 2023). Net loss: CN¥23.7m (down 180% from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 11The Returns On Capital At NanJi E-Commerce (SZSE:002127) Don't Inspire ConfidenceIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...
Board Change • Oct 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. 3 highly experienced directors. Shareholder Supervisor Xiao Jie Chen is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Sep 30NanJi E-Commerce Co., LTD to Report Q3, 2024 Results on Oct 30, 2024NanJi E-Commerce Co., LTD announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥3.29, the stock trades at a trailing P/E ratio of 57.1x. Average trailing P/E is 42x in the Media industry in China. Total loss to shareholders of 48% over the past three years.
お知らせ • Sep 14NanJi E-Commerce Co., LTD Announces Management AppointmentsNanJi E-Commerce Co., LTD at its Extraordinary General Meeting held on 12 September 2024, approved election of Zhang Yuxiang, Mao Dongfang and Chen Hongyu as non-independent directors; election of Ayinu'er Xiekan, Wang Yongping and Lu Youyi as independent directors and election of Ma Qiuchen as non-employee supervisor.
Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.013 (vs CN¥0.008 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.013 (up from CN¥0.008 in 2Q 2023). Revenue: CN¥842.3m (up 20% from 2Q 2023). Net income: CN¥30.2m (up 67% from 2Q 2023). Profit margin: 3.6% (up from 2.6% in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 29NanJi E-Commerce Co., LTD to Report First Half, 2024 Results on Aug 27, 2024NanJi E-Commerce Co., LTD announced that they will report first half, 2024 results on Aug 27, 2024
お知らせ • May 25NanJi E-Commerce Co., LTD Announces Final Cash Dividend Plan to Be Implemented on A Shares for the Year 2023, Payable on 30 May 2024NanJi E-Commerce Co., LTD announced final profit distribution plan to be implemented on A shares cash dividend/10 shares (tax included) of CNY 0.80000000 for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024. Net cash dividend/10 shares after tax: CNY 0.72000000 (CNY 0.80000000- CNY 0.08000000).
分析記事 • May 02We Think That There Are Some Issues For NanJi E-Commerce (SZSE:002127) Beyond Its Promising EarningsThe market for NanJi E-Commerce Co., LTD's ( SZSE:002127 ) stock was strong after it released a healthy earnings report...
New Risk • Apr 25New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 169% Dividend yield: 2.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 41% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (169% payout ratio).
お知らせ • Apr 21NanJi E-Commerce Co., LTD, Annual General Meeting, May 15, 2024NanJi E-Commerce Co., LTD, Annual General Meeting, May 15, 2024, at 14:30 China Standard Time.
Reported Earnings • Apr 20Full year 2023 earnings released: EPS: CN¥0.047 (vs CN¥0.13 loss in FY 2022)Full year 2023 results: EPS: CN¥0.047 (up from CN¥0.13 loss in FY 2022). Revenue: CN¥2.69b (down 19% from FY 2022). Net income: CN¥111.6m (up CN¥409.8m from FY 2022). Profit margin: 4.1% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Apr 17Now 24% overvaluedOver the last 90 days, the stock has fallen 14% to CN¥2.84. The fair value is estimated to be CN¥2.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Apr 17NanJi E-Commerce Co., LTD's (SZSE:002127) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think NanJi E-Commerce Co., LTD's ( SZSE:002127 ) price-to-sales (or "P/S") ratio of 2.3x is...
お知らせ • Mar 30NanJi E-Commerce Co., LTD to Report Q1, 2024 Results on Apr 26, 2024NanJi E-Commerce Co., LTD announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Dec 29NanJi E-Commerce Co., LTD to Report Fiscal Year 2023 Results on Apr 20, 2024NanJi E-Commerce Co., LTD announced that they will report fiscal year 2023 results on Apr 20, 2024
お知らせ • Dec 13+ 1 more updateNanJi E-Commerce Co., LTD(SZSE:002127) dropped from Shenzhen Stock Exchange Component A Share IndexNanJi E-Commerce Co., Ltd has been removed from Shenzhen Stock Exchange Component A Share Index .
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.012 (vs CN¥0.032 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.012 (down from CN¥0.032 in 3Q 2022). Revenue: CN¥754.7m (down 8.2% from 3Q 2022). Net income: CN¥29.6m (down 60% from 3Q 2022). Profit margin: 3.9% (down from 9.0% in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30NanJi E-Commerce Co., LTD to Report Q3, 2023 Results on Oct 25, 2023NanJi E-Commerce Co., LTD announced that they will report Q3, 2023 results on Oct 25, 2023
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.008 (vs CN¥0.015 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.008 (down from CN¥0.015 in 2Q 2022). Revenue: CN¥701.7m (down 13% from 2Q 2022). Net income: CN¥18.0m (down 49% from 2Q 2022). Profit margin: 2.6% (down from 4.4% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 22Full year 2022 earnings released: CN¥0.13 loss per share (vs CN¥0.20 profit in FY 2021)Full year 2022 results: CN¥0.13 loss per share (down from CN¥0.20 profit in FY 2021). Revenue: CN¥3.31b (down 15% from FY 2021). Net loss: CN¥298.3m (down 163% from profit in FY 2021). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
Price Target Changed • Nov 16Price target decreased to CN¥5.29Down from CN¥7.82, the current price target is provided by 1 analyst. New target price is 10.0% above last closing price of CN¥4.81. Stock is down 30% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.20 last year.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.032 (vs CN¥0.067 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.032 (down from CN¥0.067 in 3Q 2021). Revenue: CN¥822.4m (down 26% from 3Q 2021). Net income: CN¥74.1m (down 53% from 3Q 2021). Profit margin: 9.0% (down from 14% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.015 (vs CN¥0.048 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.015 (down from CN¥0.048 in 2Q 2021). Revenue: CN¥807.9m (down 4.8% from 2Q 2021). Net income: CN¥35.7m (down 68% from 2Q 2021). Profit margin: 4.4% (down from 13% in 2Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to grow 20%, compared to a 14% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 22% per year.
お知らせ • May 19NanJi E-Commerce Co., LTD Approves Profit Distribution for 2021NanJi E-Commerce Co., LTD at its Annual General Meeting of 2021 held on 16 May 2022, approved 2021 profit distribution plan with cash dividend (tax included) of CNY 0.80000000 per 10 shares.
Major Estimate Revision • Apr 28Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥4.97b to CN¥4.50b. EPS estimate also fell from CN¥0.48 per share to CN¥0.29 per share. Net income forecast to grow 51% next year vs 27% growth forecast for Media industry in China. Consensus price target down from CN¥7.82 to CN¥4.99. Share price fell 11% to CN¥4.35 over the past week.
Reported Earnings • Apr 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.20 (down from CN¥0.49 in FY 2020). Revenue: CN¥3.89b (down 6.8% from FY 2020). Net income: CN¥477.1m (down 60% from FY 2020). Profit margin: 12% (down from 28% in FY 2020). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 16%, compared to a 15% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Employee Representative Supervisor Xianghuai Hu is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 24NanJi E-Commerce Co., LTD, Annual General Meeting, May 16, 2022NanJi E-Commerce Co., LTD, Annual General Meeting, May 16, 2022, at 14:30 China Standard Time. Agenda: 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; to consider Remuneration for directors and supervisors; to consider Reappointment of 2022 audit firm; to consider 2021 annual report and its summary; to consider 2022 application for comprehensive credit line by the Company and its subsidiaries; to consider Purchase of wealth management products with idle proprietary funds; and to consider Amendments to the Company's articles of association.
お知らせ • Apr 23Nanji E-Commerce Co., Ltd Proposes Dividend for the Year 2020NanJi E-Commerce Co., LTD announced on 22 April 2022 the profit distribution proposal for 2021 as follows: Cash dividend/10 shares (tax included) of CNY 0.80000000.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥5.68, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Media industry in China. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.74 per share.
Buying Opportunity • Mar 15Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be CN¥5.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 7.8% per annum over the last 3 years.
お知らせ • Feb 12NanJi E-Commerce Co., LTD (SZSE:002127) agreed to acquire The Basichouse (shanghai) Co., Ltd from TBH Hongkong Limited for CNY 180 million.NanJi E-Commerce Co., LTD (SZSE:002127) agreed to acquire The Basichouse (shanghai) Co., Ltd from TBH Hongkong Limited for CNY 180 million on December 26, 2021. The deal is subject to approval from NanJi E-Commerce Co., LTD (SZSE:002127) board. As of December 26, 2021 NanJi E-Commerce Co., LTD (SZSE:002127) board approved the deal.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥5.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Media industry in China. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.61 per share.
Price Target Changed • Oct 31Price target decreased to CN¥7.82Down from CN¥10.14, the current price target is an average from 2 analysts. New target price is 9.1% above last closing price of CN¥7.17. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.49 last year.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS CN¥0.067 (vs CN¥0.12 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.11b (down 2.8% from 3Q 2020). Net income: CN¥157.0m (down 46% from 3Q 2020). Profit margin: 14% (down from 25% in 3Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.048 (vs CN¥0.14 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥848.6m (down 11% from 2Q 2020). Net income: CN¥112.1m (down 63% from 2Q 2020). Profit margin: 13% (down from 32% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥10.08, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Media industry in China. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.89 per share.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥9.93, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Media industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.11 per share.
お知らせ • Jun 02Nanji E-Commerce Co., Ltd to Implement 2020 Final Profit Distribution Plan on A Shares, Payable on June 7, 2021NanJi E-Commerce Co., LTD announced 2020 final profit distribution plan to be implemented on A shares as cash dividend/10 shares (tax included) of CNY 1.66655100. Record date is 04 June 2021 and ex-date is 07 June 2021. Payable date is 07 June 2021.
Reported Earnings • Apr 17Full year 2020 earnings released: EPS CN¥0.49 (vs CN¥0.49 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥4.17b (up 6.8% from FY 2019). Net income: CN¥1.19b (down 1.5% from FY 2019). Profit margin: 28% (down from 31% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Mar 04NanJi E-Commerce Co., LTD to Report Fiscal Year 2020 Results on Apr 16, 2021NanJi E-Commerce Co., LTD announced that they will report fiscal year 2020 results on Apr 16, 2021
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥11.80, the stock is trading at a trailing P/E ratio of 21.9x, up from the previous P/E ratio of 19x. This compares to an average P/E of 28x in the Media industry in China. Total returns to shareholders over the past three years are 25%.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥11.25, the stock is trading at a trailing P/E ratio of 20.9x, up from the previous P/E ratio of 18.1x. This compares to an average P/E of 26x in the Media industry in China. Total returns to shareholders over the past three years are 25%.
Is New 90 Day High Low • Jan 12New 90-day low: CN¥9.23The company is down 54% from its price of CN¥20.25 on 14 October 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 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.07 per share.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥11.09, the stock is trading at a trailing P/E ratio of 20.6x, down from the previous P/E ratio of 25.7x. This compares to an average P/E of 31x in the Media industry in China. Total returns to shareholders over the past three years are 34%.
Is New 90 Day High Low • Dec 25New 90-day low: CN¥14.43The company is down 20% from its price of CN¥18.06 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.11 per share.
Is New 90 Day High Low • Dec 07New 90-day low: CN¥16.18The company is down 12% from its price of CN¥18.37 on 08 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 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.97 per share.
Is New 90 Day High Low • Nov 16New 90-day low: CN¥17.16The company is down 14% from its price of CN¥20.00 on 18 August 2020. The Chinese market is down 3.0% 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.52 per share.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.33b, up 27% from the prior year. Total revenue was CN¥4.03b over the last 12 months, up 2.0% from the prior year.
お知らせ • Oct 16NanJi E-Commerce Co., LTD to Report Q3, 2020 Results on Oct 23, 2020NanJi E-Commerce Co., LTD announced that they will report Q3, 2020 results on Oct 23, 2020
Valuation Update With 7 Day Price Move • Oct 12Market bids up stock over the past weekAfter last week's 19% share price gain to CN¥20.60, the stock is trading at a trailing P/E ratio of 40.4x, up from the previous P/E ratio of 33.8x. This compares to an average P/E of 45x in the Media industry in China. Total returns to shareholders over the past three years are 83%.
Is New 90 Day High Low • Sep 29New 90-day low: CN¥17.45The company is down 18% from its price of CN¥21.22 on 01 July 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥13.98 per share.
お知らせ • Jul 31NanJi E-Commerce Co., LTD to Report First Half, 2020 Results on Aug 22, 2020NanJi E-Commerce Co., LTD announced that they will report first half, 2020 results on Aug 22, 2020