Dong-E-E-Jiao(000423)株式概要東娥娥製薬有限公司は、娥娥製薬と一連の中国特許医薬品、健康食品、食品の研究開発、製造、販売を行っている。 詳細000423 ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長1/6過去の実績4/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より57.5%で取引されている 収益は年間12.07%増加すると予測されています 過去1年間で収益は8.6%増加しました 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が52.6%上昇するだろうとほぼ一致している。 リスク分析5.58%の配当は利益で十分にカバーされていない すべてのリスクチェックを見る000423 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥48.3921.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-932m12b2016201920222025202620282031Revenue CN¥11.5bEarnings CN¥3.0bAdvancedSet Fair ValueView all narrativesDong-E-E-Jiao Co., Ltd. 競合他社China Resources Sanjiu Medical & PharmaceuticalSymbol: SZSE:000999Market cap: CN¥40.3bShenzhen Salubris PharmaceuticalsSymbol: SZSE:002294Market cap: CN¥38.5bBeijing TongrentangSymbol: SHSE:600085Market cap: CN¥34.6bHumanwell Healthcare (Group)LtdSymbol: SHSE:600079Market cap: CN¥28.7b価格と性能株価の高値、安値、推移の概要Dong-E-E-Jiao過去の株価現在の株価CN¥48.3952週高値CN¥58.3652週安値CN¥46.09ベータ0.211ヶ月の変化-6.94%3ヶ月変化-12.57%1年変化-12.61%3年間の変化-1.67%5年間の変化31.07%IPOからの変化-16.14%最新ニュースDeclared Dividend • May 21Dividend of CN¥1.44 announcedShareholders will receive a dividend of CN¥1.44. Ex-date: 25th May 2026 Payment date: 25th May 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.2% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • May 20High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Independent Director Dean Guo is the most experienced director on the board, commencing their role in 2021. 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 25Dong-E-E-Jiao Co., Ltd., Annual General Meeting, May 15, 2026Dong-E-E-Jiao Co., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: 1F, Tower E, No. 1, Long'ao West Road, Lixia District, Jinan, Shandong Chinaお知らせ • Mar 31Dong-E-E-Jiao Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Dong-E-E-Jiao Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Dec 31Dong-E-E-Jiao Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026Dong-E-E-Jiao Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026お知らせ • Dec 05Dong-E-E-Jiao Co.,Ltd. (SZSE:000423) announces an Equity Buyback for CNY 200 million worth of its shares.Dong-E-E-Jiao Co.,Ltd. (SZSE:000423) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of it's shares. The shares will be purchased at a price not exceeding CNY 72.08 per share. The purchased shares will be cancelled to reduce registered capital. The program will be funded from company's own funds or Self-Financing. The program will be valid for 12 months.最新情報をもっと見るRecent updatesDeclared Dividend • May 21Dividend of CN¥1.44 announcedShareholders will receive a dividend of CN¥1.44. Ex-date: 25th May 2026 Payment date: 25th May 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.2% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • May 20High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Independent Director Dean Guo is the most experienced director on the board, commencing their role in 2021. 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 25Dong-E-E-Jiao Co., Ltd., Annual General Meeting, May 15, 2026Dong-E-E-Jiao Co., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: 1F, Tower E, No. 1, Long'ao West Road, Lixia District, Jinan, Shandong Chinaお知らせ • Mar 31Dong-E-E-Jiao Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Dong-E-E-Jiao Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Dec 31Dong-E-E-Jiao Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026Dong-E-E-Jiao Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026お知らせ • Dec 05Dong-E-E-Jiao Co.,Ltd. (SZSE:000423) announces an Equity Buyback for CNY 200 million worth of its shares.Dong-E-E-Jiao Co.,Ltd. (SZSE:000423) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of it's shares. The shares will be purchased at a price not exceeding CNY 72.08 per share. The purchased shares will be cancelled to reduce registered capital. The program will be funded from company's own funds or Self-Financing. The program will be valid for 12 months.お知らせ • Jul 02Dong-E-E-Jiao Co.,Ltd. to Report First Half, 2025 Results on Aug 22, 2025Dong-E-E-Jiao Co.,Ltd. announced that they will report first half, 2025 results on Aug 22, 2025お知らせ • May 22+ 1 more updateDong-E-E-Jiao Co.,Ltd. Elects Yu Xiaohui as Non-Independent DirectorDong-E-E-Jiao Co.,Ltd. held its Annual General Meeting of 2024 on 20 May 2025 and announced by election appointment of Yu Xiaohui as a non-independent director.お知らせ • Apr 28Dong-E-E-Jiao Co.,Ltd., Annual General Meeting, May 20, 2025Dong-E-E-Jiao Co.,Ltd., Annual General Meeting, May 20, 2025, at 09:30 China Standard Time. Location: The Company's Meeting Room, Dong'e County, Shandong Chinaお知らせ • Mar 31Dong-E-E-Jiao Co.,Ltd. to Report Q1, 2025 Results on Apr 28, 2025Dong-E-E-Jiao Co.,Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025お知らせ • Mar 19Dong-E-E-Jiao Co.,Ltd. Proposes Cash Dividend for 2024Dong-E-E-Jiao Co.,Ltd. announced on 18 March 2025 the profit distribution proposal for 2024 as follows: Cash dividend/10 shares (tax included): CNY 12.70000000.お知らせ • Jan 17Dong-E-E-Jiao Co.,Ltd. Provides Earnings Guidance for the Year Ended 31 December 2024Dong-E-E-Jiao Co.,Ltd. Provided earnings guidance for the year ended 31 December 2024. For the year, the company expects net profit attributable to the shareholders of Dong-E-E-Jiao for the year ended 31 December 2024 is estimated to range from approximately RMB 1,500 million to RMB 1,600 million (as compared to the same period last year of net profit of approximately RMB 1,150.8786 million), net profit excluding non- recurring gain or loss is estimated to range from approximately RMB 1,400 million to RMB 1,500 million (as compared to the same period last year of net profit of approximately RMB 1,082.6285 million), and basic earnings per share is estimated to range from approximately RMB 2.33 per share to approximately RMB 2.49 per share (as compared to same period last year of profit per share of approximately RMB 1.79 per share). The main reasons for the change in results are set forth as follows: In 2024, Dong-E-E-Jiao closely focused on the theme of ``growth and quality'', firmly implemented the ``1238'' development strategy and continued to deeply practise ``reshaping values, businesses, organisation and ethos'' and achieved steady growth in operating performance. It adheres to a consumer-centric approach, further enhance the brand's market awareness and influence through the deep combination of high-potential nodes and media, multi-dimensional digital integrated marketing and innovative channel communication. It continues to firmly implement the ``dual growth model'' driven by both pharmaceuticals and health consumer products, consolidate the value leadership of Dong-E-E-Jiao block in the whole system, create a large variety strategy of compound E-Jiao syrup in the whole industry chain, expand the ``Taohuajie'' as the top brand for nourishing energy and beauty in all regions, innovate the product and effect synergy of E-Jiao instant powder in all directions, layout the ``Royal Weichang 1619'' men's nourishing product matrix in all dimensions and focus on opening up a new track for ``Zhuangben'' cistanche deserticola category at full speed. In 2025, Dong-E-E-Jiao will focus on ``growth and breakthrough'' in its principal businesses and deepens the coordinated development of the ``three-industry integration'' of the gelatin industry chain. Dong-E-E-Jiao will continue to strengthen, optimize and expand its core business, accurately expand its cornerstone business, coordinate the development of potential products, focus on cultivating extended varieties and systematically promote the implementation of the ``one center and three highlands'' research and development platform. With innovation-driven and lean operations as the core, Dong-E-E-Jiao will enhance digital capabilities around products and services, gather new-era and new-quality productivity, strive to promote steady and high-quality growth in performance and strive to become the most trusted leader in nourishment and health for the general public.お知らせ • Dec 31Dong-E-E-Jiao Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 18, 2025Dong-E-E-Jiao Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 18, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.64 (vs CN¥0.39 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.64 (up from CN¥0.39 in 3Q 2023). Revenue: CN¥1.58b (up 25% from 3Q 2023). Net income: CN¥413.6m (up 64% from 3Q 2023). Profit margin: 26% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 09Now 20% undervaluedOver the last 90 days, the stock has risen 2.3% to CN¥57.60. The fair value is estimated to be CN¥72.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.お知らせ • Sep 30Dong-E-E-Jiao Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Dong-E-E-Jiao Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥53.74, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Pharmaceuticals industry in China. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥72.15 per share.Board Change • Sep 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Jinni Sun was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 24Dong-E-E-Jiao Co.,Ltd. Proposes Interim Dividend for the First Half of 2024Dong-E-E-Jiao Co.,Ltd. proposed interim cash dividend of CNY 11.44000000 per 10 shares (tax included) for the first half of 2024.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.60 (vs CN¥0.47 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.60 (up from CN¥0.47 in 2Q 2023). Revenue: CN¥1.29b (up 18% from 2Q 2023). Net income: CN¥385.0m (up 28% from 2Q 2023). Profit margin: 30% (up from 27% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 12Dong-E-E-Jiao Company Limited Provides Earnings Guidance for the Six Months Ended 30 June 2024Dong-E-E-Jiao Company Limited provided earnings guidance for the six months ended 30 June 2024. The company released its results estimate for the six months ended 30 June 2024, in which, it announced that the net profit attributable to the shareholders of Dong- E-E-Jiao for the six months ended 30 June 2024 is estimated to range from approximately RMB 695 million to RMB 760 million, representing an increase between approximately 31% and 43% (as compared to that of approximately RMB 531.1136 million for the same period last year), net profit excluding non-recurring gain or loss is estimated to range from approximately RMB 658 million to RMB 723 million, representing an increase between approximately 34% and 48% (as compared to that of approximately RMB 489.9443 million for the same period last year), and basic earnings per share is estimated to range from approximately RMB 1.08 per share to approximately RMB 1.18per share (as compared to that of approximately RMB 0.8247per share for the same period last year) (the "Dong-E-E-Jiao Results Estimate"). The main reasons for the change in results are - Dong-E-E-Jiao focuses on the key theme of " growth and quality " and steadily advances its "1238" development strategy, and consistently implements the principles of "reshaping values, businesses, organization and ethos." It adheres to a consumer- centric approach, systematically builds a distinctive brand, integrates and upgrades brand rejuvenation, combines precise digital touchpoints with content dissemination, and fully empowers channel development. It firmly implements the "dual-driver" growth model of pharmaceuticals and health consumer products, with its growth of value chain led by E-Jiao block, the complete deployment of the comprehensive strategy of compound E-Jiao paste products, the significant results shown by the national brand expansion of Taohuaji E-Jiao cake, the gradual momentum gained by "Dong-E-E-Jiao Little Gold Bar" instant E-Jiao powder, and the new trend of men's nourishment led by its "Royal Weichang 1619", thereby driving steady and high-quality performance growth. In the future, Dong-E-E-Jiao will further advance its "1238" development strategy with a comprehensive and systematic layout, actively explore new avenues for nourishment products, innovate the nourishment and health preservation sectors, continuously strengthen and expand the core E-Jiao business, vigorously develop " E-Jiao+ " and "+E-Jiao", firmly shoulder the responsibility of inheriting excellent traditional Chinese medicine culture and promoting the development of innovative traditional Chinese medicine industry. It will unleash new vitality through new qualitative productivity and strive to become the most trusted leader in nourishment and health for the public.Buy Or Sell Opportunity • Jul 01Now 15% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to CN¥63.57. The fair value is estimated to be CN¥55.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.お知らせ • Jun 29Dong-E-E-Jiao Co.,Ltd. to Report First Half, 2024 Results on Aug 22, 2024Dong-E-E-Jiao Co.,Ltd. announced that they will report first half, 2024 results on Aug 22, 2024Buy Or Sell Opportunity • Jun 18Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to CN¥68.74. The fair value is estimated to be CN¥55.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Declared Dividend • Jun 06Dividend increased to CN¥1.78Dividend of CN¥1.78 is 51% higher than last year. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 2.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (89.8% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 55% over the next 3 years, which should maintain adequate earnings cover for the dividend.お知らせ • May 25Dong-E-E-Jiao Co.,Ltd. Approves Cash Dividend for the Year 2023Dong-E-E-Jiao Co.,Ltd. announced that at the Annual General Meeting of 2023 on 23 May 2024, the shareholders approved Cash dividend/10 shares (tax included) of CNY 17.80 for the year 2023.お知らせ • Apr 28Dong-E-E-Jiao Co.,Ltd., Annual General Meeting, May 23, 2024Dong-E-E-Jiao Co.,Ltd., Annual General Meeting, May 23, 2024, at 09:00 China Standard Time. Location: The Company's Meeting Room, Dong'e County, Shandong China Agenda: To consider 2023 annual report and its summary; to consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider2023 work report of independent directors; to consider2023 annual accounts and 2024 financial budget report; to consider2023 profit distribution plan; to consider2024 estimated amount of continuing connected transactions; to consider Investment in financial wealth management products; to consider 2024 total wages budget; to consider Reappointment of audit firm; to consider 2024 interim profit distribution plan; to consider Formulation of the work system for independent directors.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.55 (vs CN¥0.36 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.55 (up from CN¥0.36 in 1Q 2023). Revenue: CN¥1.45b (up 36% from 1Q 2023). Net income: CN¥353.4m (up 53% from 1Q 2023). Profit margin: 24% (up from 22% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to CN¥63.84. The fair value is estimated to be CN¥52.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 59%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.お知らせ • Mar 30Dong-E-E-Jiao Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Dong-E-E-Jiao Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024Reported Earnings • Mar 22Full year 2023 earnings released: EPS: CN¥1.79 (vs CN¥1.21 in FY 2022)Full year 2023 results: EPS: CN¥1.79 (up from CN¥1.21 in FY 2022). Revenue: CN¥4.72b (up 17% from FY 2022). Net income: CN¥1.15b (up 48% from FY 2022). Profit margin: 24% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 24Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to CN¥50.06. The fair value is estimated to be CN¥40.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.お知らせ • Dec 30Dong-E-E-Jiao Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 22, 2024Dong-E-E-Jiao Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 22, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.39 (vs CN¥0.32 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.39 (up from CN¥0.32 in 3Q 2022). Revenue: CN¥1.26b (up 3.3% from 3Q 2022). Net income: CN¥252.6m (up 23% from 3Q 2022). Profit margin: 20% (up from 17% in 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥57.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.お知らせ • Oct 12Dong-E-E-Jiao Co.,Ltd. Provides Earnings Guidance for the Nine Months Ended 30 September 2023Dong-E-E-Jiao Co.,Ltd. provided earnings guidance for the nine months ended 30 September 2023. The company announced that the net profit attributable to the shareholders of the company for the nine months ended 30 September 2023 is estimated to range from approximately RMB 740.00 million to RMB 820.00 million, representing an increase between approximately 44% and 60% as compared to that of approximately RMB 512.8984 million for the same period last year, net profit excluding non-recurring gain or loss is estimated to range from approximately RMB 660.00 million to RMB 740.00 million, representing an increase between approximately 46% and 64% as compared to that of approximately RMB 452.2982 million for the same period last year, and basic earnings per share is estimated to range from approximately RMB 1.15 per share to approximately RMB 1.27 per share (as compared to that of approximately RMB 0.80 per share for the same period last year) (the "Dong-E-E-Jiao Results Estimate").Reported Earnings • Aug 07Second quarter 2023 earnings released: EPS: CN¥0.47 (vs CN¥0.30 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.47 (up from CN¥0.30 in 2Q 2022). Revenue: CN¥1.10b (up 17% from 2Q 2022). Net income: CN¥300.8m (up 55% from 2Q 2022). Profit margin: 27% (up from 21% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 16Dong-E-E-Jiao Co.,Ltd. Implements Cash Dividend for the Year 2022, Payable on June 21, 2023Dong-E-E-Jiao Co.,Ltd. announced implementation of (A shares) cash dividend/10 shares (tax included) of CNY 11.78093600 for the year 2022. Record date: 20 June 2023. Ex-date: 21 June 2023. Payment date: 21 June 2023.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥52.99, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 23x in the Pharmaceuticals industry in China. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.26 per share.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: CN¥1.21 (vs CN¥0.68 in FY 2021)Full year 2022 results: EPS: CN¥1.21 (up from CN¥0.68 in FY 2021). Revenue: CN¥4.04b (up 5.0% from FY 2021). Net income: CN¥780.0m (up 77% from FY 2021). Profit margin: 19% (up from 11% in FY 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01Dong-E-E-Jiao Co.,Ltd. Provides Earnings Guidance for the Year Ended December 31, 2022Dong-E-E-Jiao Co.,Ltd. provided earnings guidance for the year ended December 31, 2022. On 30 January 2023, Dong-E-E-Jiao released its results estimate for the year ended 31 December 2022, in which, it announced that the net profit attributable to the shareholders of the company for the year ended 31 December 2022 is estimated to range from approximately RMB 760 million to RMB 810 million (as compared to the same period last year of net profit of approximately RMB 440.44 million), net profit excluding non-recurring gain or loss is estimated to range from approximately RMB 686.37 million to RMB 736.37 million (as compared to the same period last year of net profit of approximately RMB 352.38 million), basic earnings per share is estimated to range from approximately RMB 1.18 per share to approximately RMB 1.26 per share (as compared to same period last year of profit per share of approximately RMB 0.68 per share).Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Employee Representative to the Supervisory Board Guang Li Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: CN¥0.32 (vs CN¥0.23 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.32 (up from CN¥0.23 in 3Q 2021). Revenue: CN¥1.22b (up 7.1% from 3Q 2021). Net income: CN¥204.6m (up 35% from 3Q 2021). Profit margin: 17% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 21Second quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.14 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.30 (up from CN¥0.14 in 2Q 2021). Revenue: CN¥935.4m (down 1.9% from 2Q 2021). Net income: CN¥193.6m (up 120% from 2Q 2021). Profit margin: 21% (up from 9.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 25%, compared to a 23% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.096 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.18 (up from CN¥0.096 in 1Q 2021). Revenue: CN¥890.4m (up 21% from 1Q 2021). Net income: CN¥114.7m (up 86% from 1Q 2021). Profit margin: 13% (up from 8.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Independent Director Yuanxing Zhang is the most experienced director on the board, commencing their role in 2018. 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 • Mar 31Full year 2021 earnings released: EPS: CN¥0.68 (vs CN¥0.067 in FY 2020)Full year 2021 results: EPS: CN¥0.68 (up from CN¥0.067 in FY 2020). Revenue: CN¥3.85b (up 13% from FY 2020). Net income: CN¥440.4m (up CN¥397.2m from FY 2020). Profit margin: 11% (up from 1.3% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 24% growth forecast for the pharmaceuticals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥40.59, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Pharmaceuticals industry in China. Total returns to shareholders of 5.5% over the past three years.Reported Earnings • Nov 04Third quarter 2021 earnings released: EPS CN¥0.23 (vs CN¥0.099 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.14b (up 21% from 3Q 2020). Net income: CN¥151.6m (up 141% from 3Q 2020). Profit margin: 13% (up from 6.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Reported Earnings • May 01First quarter 2021 earnings released: EPS CN¥0.096 (vs CN¥0.13 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¥733.5m (up 68% from 1Q 2020). Net income: CN¥61.6m (up CN¥145.5m from 1Q 2020). Profit margin: 8.4% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 21Full year 2020 earnings released: EPS CN¥0.07 (vs CN¥0.68 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.41b (up 15% from FY 2019). Net income: CN¥43.3m (up CN¥487.2m from FY 2019). Profit margin: 1.3% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 84% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 26New 90-day low: CN¥34.80The company is down 12% from its price of CN¥39.47 on 29 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥34.25 per share.Is New 90 Day High Low • Jan 11New 90-day low: CN¥36.38The company is down 16% from its price of CN¥43.13 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals 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¥34.25 per share.Is New 90 Day High Low • Dec 24New 90-day low: CN¥37.75The company is down 7.0% from its price of CN¥40.45 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 Pharmaceuticals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥34.25 per share.Is New 90 Day High Low • Dec 07New 90-day high: CN¥44.28The company is up 1.0% from its price of CN¥43.86 on 08 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Pharmaceuticals industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥29.23 per share.Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.099The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: CN¥945.4m (flat on 3Q 2019). Net income: CN¥63.0m (up 296% from 3Q 2019). Profit margin: 6.7% (up from 1.7% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 74% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 03Revenue beats expectationsRevenue exceeded analyst estimates by 17%. Over the next year, revenue is forecast to grow 95%, compared to a 30% growth forecast for the Pharmaceuticals industry in China.Is New 90 Day High Low • Oct 30New 90-day low: CN¥38.25The company is down 6.0% from its price of CN¥40.72 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Pharmaceuticals industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥29.05 per share.株主還元000423CN PharmaceuticalsCN 市場7D-4.7%-2.9%1.0%1Y-12.6%-3.5%36.2%株主還元を見る業界別リターン: 000423過去 1 年間で-3.5 % の収益を上げたCN Pharmaceuticals業界を下回りました。リターン対市場: 000423は、過去 1 年間で36.2 % のリターンを上げたCN市場を下回りました。価格変動Is 000423's price volatile compared to industry and market?000423 volatility000423 Average Weekly Movement3.7%Pharmaceuticals Industry Average Movement5.5%Market Average Movement6.5%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 000423 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 000423の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19524,345Jinni Sunwww.dongeejiao.com東頴頴製薬有限公司は、頴頴と一連の中国特許医薬品、健康食品、食品の研究開発、生産、販売を行っている。同社は1952年に設立され、中国聊城市に拠点を置く。もっと見るDong-E-E-Jiao Co., Ltd. 基礎のまとめDong-E-E-Jiao の収益と売上を時価総額と比較するとどうか。000423 基礎統計学時価総額CN¥31.08b収益(TTM)CN¥1.77b売上高(TTM)CN¥6.80b17.6xPER(株価収益率4.6xP/Sレシオ000423 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計000423 損益計算書(TTM)収益CN¥6.80b売上原価CN¥1.77b売上総利益CN¥5.02bその他の費用CN¥3.25b収益CN¥1.77b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)2.75グロス・マージン73.90%純利益率26.03%有利子負債/自己資本比率0%000423 の長期的なパフォーマンスは?過去の実績と比較を見る配当金5.6%現在の配当利回り98%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/26 00:03終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Dong-E-E-Jiao Co., Ltd. 9 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。26 アナリスト機関Jessica LiBofA Global ResearchYanyin ZhuChina International Capital Corporation LimitedBing ZhaoChina Renaissance Securities23 その他のアナリストを表示
Declared Dividend • May 21Dividend of CN¥1.44 announcedShareholders will receive a dividend of CN¥1.44. Ex-date: 25th May 2026 Payment date: 25th May 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.2% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • May 20High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Independent Director Dean Guo is the most experienced director on the board, commencing their role in 2021. 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 25Dong-E-E-Jiao Co., Ltd., Annual General Meeting, May 15, 2026Dong-E-E-Jiao Co., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: 1F, Tower E, No. 1, Long'ao West Road, Lixia District, Jinan, Shandong China
お知らせ • Mar 31Dong-E-E-Jiao Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Dong-E-E-Jiao Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Dec 31Dong-E-E-Jiao Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026Dong-E-E-Jiao Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026
お知らせ • Dec 05Dong-E-E-Jiao Co.,Ltd. (SZSE:000423) announces an Equity Buyback for CNY 200 million worth of its shares.Dong-E-E-Jiao Co.,Ltd. (SZSE:000423) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of it's shares. The shares will be purchased at a price not exceeding CNY 72.08 per share. The purchased shares will be cancelled to reduce registered capital. The program will be funded from company's own funds or Self-Financing. The program will be valid for 12 months.
Declared Dividend • May 21Dividend of CN¥1.44 announcedShareholders will receive a dividend of CN¥1.44. Ex-date: 25th May 2026 Payment date: 25th May 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.2% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • May 20High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Independent Director Dean Guo is the most experienced director on the board, commencing their role in 2021. 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 25Dong-E-E-Jiao Co., Ltd., Annual General Meeting, May 15, 2026Dong-E-E-Jiao Co., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: 1F, Tower E, No. 1, Long'ao West Road, Lixia District, Jinan, Shandong China
お知らせ • Mar 31Dong-E-E-Jiao Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Dong-E-E-Jiao Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Dec 31Dong-E-E-Jiao Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026Dong-E-E-Jiao Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026
お知らせ • Dec 05Dong-E-E-Jiao Co.,Ltd. (SZSE:000423) announces an Equity Buyback for CNY 200 million worth of its shares.Dong-E-E-Jiao Co.,Ltd. (SZSE:000423) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of it's shares. The shares will be purchased at a price not exceeding CNY 72.08 per share. The purchased shares will be cancelled to reduce registered capital. The program will be funded from company's own funds or Self-Financing. The program will be valid for 12 months.
お知らせ • Jul 02Dong-E-E-Jiao Co.,Ltd. to Report First Half, 2025 Results on Aug 22, 2025Dong-E-E-Jiao Co.,Ltd. announced that they will report first half, 2025 results on Aug 22, 2025
お知らせ • May 22+ 1 more updateDong-E-E-Jiao Co.,Ltd. Elects Yu Xiaohui as Non-Independent DirectorDong-E-E-Jiao Co.,Ltd. held its Annual General Meeting of 2024 on 20 May 2025 and announced by election appointment of Yu Xiaohui as a non-independent director.
お知らせ • Apr 28Dong-E-E-Jiao Co.,Ltd., Annual General Meeting, May 20, 2025Dong-E-E-Jiao Co.,Ltd., Annual General Meeting, May 20, 2025, at 09:30 China Standard Time. Location: The Company's Meeting Room, Dong'e County, Shandong China
お知らせ • Mar 31Dong-E-E-Jiao Co.,Ltd. to Report Q1, 2025 Results on Apr 28, 2025Dong-E-E-Jiao Co.,Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
お知らせ • Mar 19Dong-E-E-Jiao Co.,Ltd. Proposes Cash Dividend for 2024Dong-E-E-Jiao Co.,Ltd. announced on 18 March 2025 the profit distribution proposal for 2024 as follows: Cash dividend/10 shares (tax included): CNY 12.70000000.
お知らせ • Jan 17Dong-E-E-Jiao Co.,Ltd. Provides Earnings Guidance for the Year Ended 31 December 2024Dong-E-E-Jiao Co.,Ltd. Provided earnings guidance for the year ended 31 December 2024. For the year, the company expects net profit attributable to the shareholders of Dong-E-E-Jiao for the year ended 31 December 2024 is estimated to range from approximately RMB 1,500 million to RMB 1,600 million (as compared to the same period last year of net profit of approximately RMB 1,150.8786 million), net profit excluding non- recurring gain or loss is estimated to range from approximately RMB 1,400 million to RMB 1,500 million (as compared to the same period last year of net profit of approximately RMB 1,082.6285 million), and basic earnings per share is estimated to range from approximately RMB 2.33 per share to approximately RMB 2.49 per share (as compared to same period last year of profit per share of approximately RMB 1.79 per share). The main reasons for the change in results are set forth as follows: In 2024, Dong-E-E-Jiao closely focused on the theme of ``growth and quality'', firmly implemented the ``1238'' development strategy and continued to deeply practise ``reshaping values, businesses, organisation and ethos'' and achieved steady growth in operating performance. It adheres to a consumer-centric approach, further enhance the brand's market awareness and influence through the deep combination of high-potential nodes and media, multi-dimensional digital integrated marketing and innovative channel communication. It continues to firmly implement the ``dual growth model'' driven by both pharmaceuticals and health consumer products, consolidate the value leadership of Dong-E-E-Jiao block in the whole system, create a large variety strategy of compound E-Jiao syrup in the whole industry chain, expand the ``Taohuajie'' as the top brand for nourishing energy and beauty in all regions, innovate the product and effect synergy of E-Jiao instant powder in all directions, layout the ``Royal Weichang 1619'' men's nourishing product matrix in all dimensions and focus on opening up a new track for ``Zhuangben'' cistanche deserticola category at full speed. In 2025, Dong-E-E-Jiao will focus on ``growth and breakthrough'' in its principal businesses and deepens the coordinated development of the ``three-industry integration'' of the gelatin industry chain. Dong-E-E-Jiao will continue to strengthen, optimize and expand its core business, accurately expand its cornerstone business, coordinate the development of potential products, focus on cultivating extended varieties and systematically promote the implementation of the ``one center and three highlands'' research and development platform. With innovation-driven and lean operations as the core, Dong-E-E-Jiao will enhance digital capabilities around products and services, gather new-era and new-quality productivity, strive to promote steady and high-quality growth in performance and strive to become the most trusted leader in nourishment and health for the general public.
お知らせ • Dec 31Dong-E-E-Jiao Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 18, 2025Dong-E-E-Jiao Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 18, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.64 (vs CN¥0.39 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.64 (up from CN¥0.39 in 3Q 2023). Revenue: CN¥1.58b (up 25% from 3Q 2023). Net income: CN¥413.6m (up 64% from 3Q 2023). Profit margin: 26% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 09Now 20% undervaluedOver the last 90 days, the stock has risen 2.3% to CN¥57.60. The fair value is estimated to be CN¥72.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
お知らせ • Sep 30Dong-E-E-Jiao Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Dong-E-E-Jiao Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥53.74, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Pharmaceuticals industry in China. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥72.15 per share.
Board Change • Sep 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Jinni Sun was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 24Dong-E-E-Jiao Co.,Ltd. Proposes Interim Dividend for the First Half of 2024Dong-E-E-Jiao Co.,Ltd. proposed interim cash dividend of CNY 11.44000000 per 10 shares (tax included) for the first half of 2024.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.60 (vs CN¥0.47 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.60 (up from CN¥0.47 in 2Q 2023). Revenue: CN¥1.29b (up 18% from 2Q 2023). Net income: CN¥385.0m (up 28% from 2Q 2023). Profit margin: 30% (up from 27% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 12Dong-E-E-Jiao Company Limited Provides Earnings Guidance for the Six Months Ended 30 June 2024Dong-E-E-Jiao Company Limited provided earnings guidance for the six months ended 30 June 2024. The company released its results estimate for the six months ended 30 June 2024, in which, it announced that the net profit attributable to the shareholders of Dong- E-E-Jiao for the six months ended 30 June 2024 is estimated to range from approximately RMB 695 million to RMB 760 million, representing an increase between approximately 31% and 43% (as compared to that of approximately RMB 531.1136 million for the same period last year), net profit excluding non-recurring gain or loss is estimated to range from approximately RMB 658 million to RMB 723 million, representing an increase between approximately 34% and 48% (as compared to that of approximately RMB 489.9443 million for the same period last year), and basic earnings per share is estimated to range from approximately RMB 1.08 per share to approximately RMB 1.18per share (as compared to that of approximately RMB 0.8247per share for the same period last year) (the "Dong-E-E-Jiao Results Estimate"). The main reasons for the change in results are - Dong-E-E-Jiao focuses on the key theme of " growth and quality " and steadily advances its "1238" development strategy, and consistently implements the principles of "reshaping values, businesses, organization and ethos." It adheres to a consumer- centric approach, systematically builds a distinctive brand, integrates and upgrades brand rejuvenation, combines precise digital touchpoints with content dissemination, and fully empowers channel development. It firmly implements the "dual-driver" growth model of pharmaceuticals and health consumer products, with its growth of value chain led by E-Jiao block, the complete deployment of the comprehensive strategy of compound E-Jiao paste products, the significant results shown by the national brand expansion of Taohuaji E-Jiao cake, the gradual momentum gained by "Dong-E-E-Jiao Little Gold Bar" instant E-Jiao powder, and the new trend of men's nourishment led by its "Royal Weichang 1619", thereby driving steady and high-quality performance growth. In the future, Dong-E-E-Jiao will further advance its "1238" development strategy with a comprehensive and systematic layout, actively explore new avenues for nourishment products, innovate the nourishment and health preservation sectors, continuously strengthen and expand the core E-Jiao business, vigorously develop " E-Jiao+ " and "+E-Jiao", firmly shoulder the responsibility of inheriting excellent traditional Chinese medicine culture and promoting the development of innovative traditional Chinese medicine industry. It will unleash new vitality through new qualitative productivity and strive to become the most trusted leader in nourishment and health for the public.
Buy Or Sell Opportunity • Jul 01Now 15% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to CN¥63.57. The fair value is estimated to be CN¥55.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
お知らせ • Jun 29Dong-E-E-Jiao Co.,Ltd. to Report First Half, 2024 Results on Aug 22, 2024Dong-E-E-Jiao Co.,Ltd. announced that they will report first half, 2024 results on Aug 22, 2024
Buy Or Sell Opportunity • Jun 18Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to CN¥68.74. The fair value is estimated to be CN¥55.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Declared Dividend • Jun 06Dividend increased to CN¥1.78Dividend of CN¥1.78 is 51% higher than last year. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 2.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (89.8% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 55% over the next 3 years, which should maintain adequate earnings cover for the dividend.
お知らせ • May 25Dong-E-E-Jiao Co.,Ltd. Approves Cash Dividend for the Year 2023Dong-E-E-Jiao Co.,Ltd. announced that at the Annual General Meeting of 2023 on 23 May 2024, the shareholders approved Cash dividend/10 shares (tax included) of CNY 17.80 for the year 2023.
お知らせ • Apr 28Dong-E-E-Jiao Co.,Ltd., Annual General Meeting, May 23, 2024Dong-E-E-Jiao Co.,Ltd., Annual General Meeting, May 23, 2024, at 09:00 China Standard Time. Location: The Company's Meeting Room, Dong'e County, Shandong China Agenda: To consider 2023 annual report and its summary; to consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider2023 work report of independent directors; to consider2023 annual accounts and 2024 financial budget report; to consider2023 profit distribution plan; to consider2024 estimated amount of continuing connected transactions; to consider Investment in financial wealth management products; to consider 2024 total wages budget; to consider Reappointment of audit firm; to consider 2024 interim profit distribution plan; to consider Formulation of the work system for independent directors.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.55 (vs CN¥0.36 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.55 (up from CN¥0.36 in 1Q 2023). Revenue: CN¥1.45b (up 36% from 1Q 2023). Net income: CN¥353.4m (up 53% from 1Q 2023). Profit margin: 24% (up from 22% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to CN¥63.84. The fair value is estimated to be CN¥52.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 59%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
お知らせ • Mar 30Dong-E-E-Jiao Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Dong-E-E-Jiao Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: CN¥1.79 (vs CN¥1.21 in FY 2022)Full year 2023 results: EPS: CN¥1.79 (up from CN¥1.21 in FY 2022). Revenue: CN¥4.72b (up 17% from FY 2022). Net income: CN¥1.15b (up 48% from FY 2022). Profit margin: 24% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 24Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to CN¥50.06. The fair value is estimated to be CN¥40.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
お知らせ • Dec 30Dong-E-E-Jiao Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 22, 2024Dong-E-E-Jiao Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 22, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.39 (vs CN¥0.32 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.39 (up from CN¥0.32 in 3Q 2022). Revenue: CN¥1.26b (up 3.3% from 3Q 2022). Net income: CN¥252.6m (up 23% from 3Q 2022). Profit margin: 20% (up from 17% in 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥57.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.
お知らせ • Oct 12Dong-E-E-Jiao Co.,Ltd. Provides Earnings Guidance for the Nine Months Ended 30 September 2023Dong-E-E-Jiao Co.,Ltd. provided earnings guidance for the nine months ended 30 September 2023. The company announced that the net profit attributable to the shareholders of the company for the nine months ended 30 September 2023 is estimated to range from approximately RMB 740.00 million to RMB 820.00 million, representing an increase between approximately 44% and 60% as compared to that of approximately RMB 512.8984 million for the same period last year, net profit excluding non-recurring gain or loss is estimated to range from approximately RMB 660.00 million to RMB 740.00 million, representing an increase between approximately 46% and 64% as compared to that of approximately RMB 452.2982 million for the same period last year, and basic earnings per share is estimated to range from approximately RMB 1.15 per share to approximately RMB 1.27 per share (as compared to that of approximately RMB 0.80 per share for the same period last year) (the "Dong-E-E-Jiao Results Estimate").
Reported Earnings • Aug 07Second quarter 2023 earnings released: EPS: CN¥0.47 (vs CN¥0.30 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.47 (up from CN¥0.30 in 2Q 2022). Revenue: CN¥1.10b (up 17% from 2Q 2022). Net income: CN¥300.8m (up 55% from 2Q 2022). Profit margin: 27% (up from 21% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 16Dong-E-E-Jiao Co.,Ltd. Implements Cash Dividend for the Year 2022, Payable on June 21, 2023Dong-E-E-Jiao Co.,Ltd. announced implementation of (A shares) cash dividend/10 shares (tax included) of CNY 11.78093600 for the year 2022. Record date: 20 June 2023. Ex-date: 21 June 2023. Payment date: 21 June 2023.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥52.99, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 23x in the Pharmaceuticals industry in China. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.26 per share.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: CN¥1.21 (vs CN¥0.68 in FY 2021)Full year 2022 results: EPS: CN¥1.21 (up from CN¥0.68 in FY 2021). Revenue: CN¥4.04b (up 5.0% from FY 2021). Net income: CN¥780.0m (up 77% from FY 2021). Profit margin: 19% (up from 11% in FY 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01Dong-E-E-Jiao Co.,Ltd. Provides Earnings Guidance for the Year Ended December 31, 2022Dong-E-E-Jiao Co.,Ltd. provided earnings guidance for the year ended December 31, 2022. On 30 January 2023, Dong-E-E-Jiao released its results estimate for the year ended 31 December 2022, in which, it announced that the net profit attributable to the shareholders of the company for the year ended 31 December 2022 is estimated to range from approximately RMB 760 million to RMB 810 million (as compared to the same period last year of net profit of approximately RMB 440.44 million), net profit excluding non-recurring gain or loss is estimated to range from approximately RMB 686.37 million to RMB 736.37 million (as compared to the same period last year of net profit of approximately RMB 352.38 million), basic earnings per share is estimated to range from approximately RMB 1.18 per share to approximately RMB 1.26 per share (as compared to same period last year of profit per share of approximately RMB 0.68 per share).
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Employee Representative to the Supervisory Board Guang Li Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: CN¥0.32 (vs CN¥0.23 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.32 (up from CN¥0.23 in 3Q 2021). Revenue: CN¥1.22b (up 7.1% from 3Q 2021). Net income: CN¥204.6m (up 35% from 3Q 2021). Profit margin: 17% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 21Second quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.14 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.30 (up from CN¥0.14 in 2Q 2021). Revenue: CN¥935.4m (down 1.9% from 2Q 2021). Net income: CN¥193.6m (up 120% from 2Q 2021). Profit margin: 21% (up from 9.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 25%, compared to a 23% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.096 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.18 (up from CN¥0.096 in 1Q 2021). Revenue: CN¥890.4m (up 21% from 1Q 2021). Net income: CN¥114.7m (up 86% from 1Q 2021). Profit margin: 13% (up from 8.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Independent Director Yuanxing Zhang is the most experienced director on the board, commencing their role in 2018. 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 • Mar 31Full year 2021 earnings released: EPS: CN¥0.68 (vs CN¥0.067 in FY 2020)Full year 2021 results: EPS: CN¥0.68 (up from CN¥0.067 in FY 2020). Revenue: CN¥3.85b (up 13% from FY 2020). Net income: CN¥440.4m (up CN¥397.2m from FY 2020). Profit margin: 11% (up from 1.3% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 24% growth forecast for the pharmaceuticals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥40.59, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Pharmaceuticals industry in China. Total returns to shareholders of 5.5% over the past three years.
Reported Earnings • Nov 04Third quarter 2021 earnings released: EPS CN¥0.23 (vs CN¥0.099 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.14b (up 21% from 3Q 2020). Net income: CN¥151.6m (up 141% from 3Q 2020). Profit margin: 13% (up from 6.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 01First quarter 2021 earnings released: EPS CN¥0.096 (vs CN¥0.13 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¥733.5m (up 68% from 1Q 2020). Net income: CN¥61.6m (up CN¥145.5m from 1Q 2020). Profit margin: 8.4% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 21Full year 2020 earnings released: EPS CN¥0.07 (vs CN¥0.68 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.41b (up 15% from FY 2019). Net income: CN¥43.3m (up CN¥487.2m from FY 2019). Profit margin: 1.3% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 84% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 26New 90-day low: CN¥34.80The company is down 12% from its price of CN¥39.47 on 29 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥34.25 per share.
Is New 90 Day High Low • Jan 11New 90-day low: CN¥36.38The company is down 16% from its price of CN¥43.13 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals 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¥34.25 per share.
Is New 90 Day High Low • Dec 24New 90-day low: CN¥37.75The company is down 7.0% from its price of CN¥40.45 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 Pharmaceuticals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥34.25 per share.
Is New 90 Day High Low • Dec 07New 90-day high: CN¥44.28The company is up 1.0% from its price of CN¥43.86 on 08 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Pharmaceuticals industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥29.23 per share.
Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.099The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: CN¥945.4m (flat on 3Q 2019). Net income: CN¥63.0m (up 296% from 3Q 2019). Profit margin: 6.7% (up from 1.7% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 74% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 03Revenue beats expectationsRevenue exceeded analyst estimates by 17%. Over the next year, revenue is forecast to grow 95%, compared to a 30% growth forecast for the Pharmaceuticals industry in China.
Is New 90 Day High Low • Oct 30New 90-day low: CN¥38.25The company is down 6.0% from its price of CN¥40.72 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Pharmaceuticals industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥29.05 per share.