View ValuationSuning.com 将来の成長Future 基準チェック /36Suning.com利益と収益がそれぞれ年間75.7%と10.3%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3.6% 75.6%なると予測されています。主要情報75.7%収益成長率75.63%EPS成長率Specialty Retail 収益成長27.8%収益成長率10.3%将来の株主資本利益率3.56%アナリストカバレッジLow最終更新日02 Apr 2026今後の成長に関する最新情報Price Target Changed • Apr 07Price target decreased by 24% to CN¥1.76Down from CN¥2.33, the current price target is provided by 1 analyst. New target price is 29% above last closing price of CN¥1.36. Stock is down 23% over the past year. The company is forecast to post earnings per share of CN¥0.01 for next year compared to CN¥0.01 last year.Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2025The analyst covering Suning.com previously expected the company to break even in 2024. New forecast suggests losses will reduce by 67% to 2024. The company is expected to make a profit of CN¥492.3m in 2025. Average annual earnings growth of 112% is required to achieve expected profit on schedule.Major Estimate Revision • Apr 03Consensus revenue estimates fall by 34%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥105.0b to CN¥68.9b. Forecast loss of -CN¥0.144, down from profit of CN¥0.06 per share profit previously. Specialty Retail industry in China expected to see average net income growth of 25% next year. Consensus price target down from CN¥2.70 to CN¥2.10. Share price was steady at CN¥1.59 over the past week.Major Estimate Revision • May 05Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥96.5b to CN¥81.7b. EPS estimate unchanged at -CN¥0.185 per share. Specialty Retail industry in China expected to see average net income growth of 18% next year. Consensus price target down from CN¥4.02 to CN¥3.71. Share price rose 7.7% to CN¥2.10 over the past week.Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥116.9b to CN¥111.8b. 2022 losses expected to reduce from -CN¥0.32 to -CN¥0.11 per share. Specialty Retail industry in China expected to see average net income growth of 23% next year. Consensus price target down from CN¥4.40 to CN¥3.31. Share price rose 7.4% to CN¥2.17 over the past week.Major Estimate Revision • Nov 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥116.9b to CN¥111.8b. 2022 losses expected to reduce from -CN¥0.32 to -CN¥0.11 per share. Specialty Retail industry in China expected to see average net income growth of 23% next year. Consensus price target down from CN¥4.40 to CN¥3.31. Share price rose 13% to CN¥2.04 over the past week.すべての更新を表示Recent updatesReported Earnings • May 05First quarter 2026 earnings released: EPS: CN¥0.003 (vs CN¥0.002 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.003 (up from CN¥0.002 in 1Q 2025). Revenue: CN¥9.18b (down 29% from 1Q 2025). Net income: CN¥28.9m (up 61% from 1Q 2025). Profit margin: 0.3% (up from 0.1% in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.New Risk • Apr 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.8% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.8% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).Price Target Changed • Apr 07Price target decreased by 24% to CN¥1.76Down from CN¥2.33, the current price target is provided by 1 analyst. New target price is 29% above last closing price of CN¥1.36. Stock is down 23% over the past year. The company is forecast to post earnings per share of CN¥0.01 for next year compared to CN¥0.01 last year.New Risk • Apr 05New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.1% Last year net profit margin: 1.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).Reported Earnings • Apr 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.01 (down from CN¥0.067 in FY 2024). Revenue: CN¥49.0b (down 14% from FY 2024). Net income: CN¥58.1m (down 91% from FY 2024). Profit margin: 0.1% (down from 1.1% in FY 2024). Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 87%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Mar 31Suning.com Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Suning.com Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 31Suning.com Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Suning.com Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.003 (vs CN¥0.064 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.003 (down from CN¥0.064 in 3Q 2024). Revenue: CN¥12.2b (flat on 3Q 2024). Net income: CN¥24.6m (down 96% from 3Q 2024). Profit margin: 0.2% (down from 4.8% in 3Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Suning.com Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Suning.com Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025New Risk • Sep 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 10% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.お知らせ • Jul 02Suning.com Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Suning.com Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025Reported Earnings • May 01First quarter 2025 earnings released: EPS: CN¥0.002 (vs CN¥0.011 loss in 1Q 2024)First quarter 2025 results: EPS: CN¥0.002 (up from CN¥0.011 loss in 1Q 2024). Revenue: CN¥12.9b (up 2.5% from 1Q 2024). Net income: CN¥18.0m (up CN¥114.8m from 1Q 2024). Profit margin: 0.1% (up from net loss in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Mar 31Suning.com Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Suning.com Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025New Risk • Mar 30New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.お知らせ • Mar 29Suning.com Co., Ltd., Annual General Meeting, Apr 21, 2025Suning.com Co., Ltd., Annual General Meeting, Apr 21, 2025, at 14:00 China Standard Time. Location: No. 1, Suning Avenue, Xuanwu District, Nanjing, Jiangsu China分析記事 • Feb 24Investors Continue Waiting On Sidelines For Suning.com Co., Ltd. (SZSE:002024)When you see that almost half of the companies in the Specialty Retail industry in China have price-to-sales ratios (or...分析記事 • Jan 23We Think Suning.com (SZSE:002024) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Dec 31Suning.com Co., Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Suning.com Co., Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2025The analyst covering Suning.com previously expected the company to break even in 2024. New forecast suggests losses will reduce by 67% to 2024. The company is expected to make a profit of CN¥492.3m in 2025. Average annual earnings growth of 112% is required to achieve expected profit on schedule.分析記事 • Nov 08A Piece Of The Puzzle Missing From Suning.com Co., Ltd.'s (SZSE:002024) 31% Share Price ClimbDespite an already strong run, Suning.com Co., Ltd. ( SZSE:002024 ) shares have been powering on, with a gain of 31% in...Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.064 (vs CN¥0.074 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.064 (up from CN¥0.074 loss in 3Q 2023). Revenue: CN¥12.2b (down 16% from 3Q 2023). Net income: CN¥584.5m (up CN¥1.26b from 3Q 2023). Profit margin: 4.8% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Suning.com Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Suning.com Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024分析記事 • Sep 23Suning.com (SZSE:002024) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jun 29Suning.com Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Suning.com Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024分析記事 • Jun 23Investors Holding Back On Suning.com Co., Ltd. (SZSE:002024)You may think that with a price-to-sales (or "P/S") ratio of 0.2x Suning.com Co., Ltd. ( SZSE:002024 ) is a stock worth...分析記事 • May 27Is Suning.com (SZSE:002024) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.011 loss per share (vs CN¥0.011 loss in 1Q 2023)First quarter 2024 results: CN¥0.011 loss per share (in line with 1Q 2023). Revenue: CN¥12.6b (down 21% from 1Q 2023). Net loss: CN¥96.9m (loss narrowed 3.7% from 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.Major Estimate Revision • Apr 03Consensus revenue estimates fall by 34%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥105.0b to CN¥68.9b. Forecast loss of -CN¥0.144, down from profit of CN¥0.06 per share profit previously. Specialty Retail industry in China expected to see average net income growth of 25% next year. Consensus price target down from CN¥2.70 to CN¥2.10. Share price was steady at CN¥1.59 over the past week.お知らせ • Mar 30+ 1 more updateSuning.com Co., Ltd., Annual General Meeting, May 08, 2024Suning.com Co., Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: No. 1, Suning Avenue, Xuanwu District, Nanjing, Jiangsu China分析記事 • Mar 01Cautious Investors Not Rewarding Suning.com Co., Ltd.'s (SZSE:002024) Performance CompletelyWhen close to half the companies operating in the Specialty Retail industry in China have price-to-sales ratios (or...お知らせ • Dec 30Suning.com Co., Ltd. to Report Fiscal Year 2023 Results on Mar 30, 2024Suning.com Co., Ltd. announced that they will report fiscal year 2023 results on Mar 30, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: CN¥0.074 loss per share (vs CN¥0.21 loss in 3Q 2022)Third quarter 2023 results: CN¥0.074 loss per share (improved from CN¥0.21 loss in 3Q 2022). Revenue: CN¥14.6b (down 20% from 3Q 2022). Net loss: CN¥677.8m (loss narrowed 62% from 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.20 loss per share (vs CN¥0.18 loss in 2Q 2022)Second quarter 2023 results: CN¥0.20 loss per share (further deteriorated from CN¥0.18 loss in 2Q 2022). Revenue: CN¥18.2b (up 1.9% from 2Q 2022). Net loss: CN¥1.83b (loss widened 6.8% from 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.お知らせ • May 06Suning.com Co., Ltd., Annual General Meeting, Jun 16, 2023Suning.com Co., Ltd., Annual General Meeting, Jun 16, 2023, at 14:00 China Standard Time. Agenda: To consider 2022 annual report and its summary; to consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider 2023 estimated continuing connected transactions with a 2nd company; to consider 2023 estimated continuing connected transactions with a company; and to consider other matters.Major Estimate Revision • May 05Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥96.5b to CN¥81.7b. EPS estimate unchanged at -CN¥0.185 per share. Specialty Retail industry in China expected to see average net income growth of 18% next year. Consensus price target down from CN¥4.02 to CN¥3.71. Share price rose 7.7% to CN¥2.10 over the past week.Board Change • May 02High 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. 2 experienced directors. 1 highly experienced director. Chairman Supervisor Xiaoling Wang 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 • Apr 30First quarter 2023 earnings released: CN¥0.011 loss per share (vs CN¥0.11 loss in 1Q 2022)First quarter 2023 results: CN¥0.011 loss per share (improved from CN¥0.11 loss in 1Q 2022). Revenue: CN¥15.9b (down 18% from 1Q 2022). Net loss: CN¥100.6m (loss narrowed 90% from 1Q 2022). Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥116.9b to CN¥111.8b. 2022 losses expected to reduce from -CN¥0.32 to -CN¥0.11 per share. Specialty Retail industry in China expected to see average net income growth of 23% next year. Consensus price target down from CN¥4.40 to CN¥3.31. Share price rose 7.4% to CN¥2.17 over the past week.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chairman Mingduan Huang was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥116.9b to CN¥111.8b. 2022 losses expected to reduce from -CN¥0.32 to -CN¥0.11 per share. Specialty Retail industry in China expected to see average net income growth of 23% next year. Consensus price target down from CN¥4.40 to CN¥3.31. Share price rose 13% to CN¥2.04 over the past week.Reported Earnings • Oct 30Third quarter 2022 earnings released: CN¥0.21 loss per share (vs CN¥0.45 loss in 3Q 2021)Third quarter 2022 results: CN¥0.21 loss per share (improved from CN¥0.45 loss in 3Q 2021). Revenue: CN¥18.3b (down 17% from 3Q 2021). Net loss: CN¥1.80b (loss narrowed 56% from 3Q 2021). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 02Second quarter 2022 earnings released: CN¥0.18 loss per share (vs CN¥0.42 loss in 2Q 2021)Second quarter 2022 results: CN¥0.18 loss per share (up from CN¥0.42 loss in 2Q 2021). Revenue: CN¥17.8b (down 55% from 2Q 2021). Net loss: CN¥1.71b (loss narrowed 56% from 2Q 2021). Over the next year, revenue is forecast to grow 125%, compared to a 40% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Price Target Changed • Jun 28Price target increased to CN¥7.41Up from CN¥6.74, the current price target is an average from 4 analysts. New target price is 223% above last closing price of CN¥2.29. Stock is down 59% over the past year. The company is forecast to post a net loss per share of CN¥0.39 next year compared to a net loss per share of CN¥4.65 last year.お知らせ • May 16Suning.com Co., Ltd.(XSEC:002024) dropped from FTSE All-World Index (USD)Suning.com Co., Ltd.(XSEC:002024) dropped from FTSE All-World Index (USD)お知らせ • May 07Suning.com Co., Ltd., Annual General Meeting, May 23, 2022Suning.com Co., Ltd., Annual General Meeting, May 23, 2022, at 14:00 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 annual report and its summary; to consider 2021 profit distribution plan; to consider 2021 special report on the deposit and use of raised funds; to consider reappointment of audit firm; and to consider other matters.Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: CN¥0.11 loss per share (down from CN¥0.05 profit in 1Q 2021). Revenue: CN¥19.4b (down 64% from 1Q 2021). Net loss: CN¥1.03b (down 326% from profit in 1Q 2021). Revenue missed analyst estimates by 38%. Earnings per share (EPS) also missed analyst estimates by 342%. Over the next year, revenue is forecast to grow 144%, compared to a 30% growth forecast for the industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Mingduan Huang was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Mar 04Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from CN¥225.4b to CN¥222.4b. 2021 losses expected to reduce from -CN¥0.54 to -CN¥0.47 per share. Specialty Retail industry in China expected to see average net income growth of 28% next year. Consensus price target down from CN¥7.02 to CN¥6.74. Share price was steady at CN¥3.63 over the past week.お知らせ • Dec 03Greenwich Investment Holdings Pte. Ltd. acquired 34.5% stake in Laox CO., LTD. (TSE:8202) from Suning.com Co., Ltd. (SZSE:002024) for ¥5 billion.Greenwich Investment Holdings Pte. Ltd. acquired 34.5% stake in Laox CO., LTD. (TSE:8202) from Suning.com Co., Ltd. (SZSE:002024) for ¥5 billion on December 2, 2021. Greenwich Investment Holdings Pte. Ltd. completed the acquisition of 34.5% stake in Laox CO., LTD. (TSE:8202) from Suning.com Co., Ltd. (SZSE:002024) on December 2, 2021.Price Target Changed • Nov 13Price target decreased to CN¥7.06Down from CN¥7.67, the current price target is an average from 8 analysts. New target price is 62% above last closing price of CN¥4.37. Stock is down 53% over the past year. The company is forecast to post a net loss per share of CN¥1.05 next year compared to a net loss per share of CN¥0.46 last year.Reported Earnings • Nov 01Third quarter 2021 earnings released: CN¥0.45 loss per share (vs CN¥0.078 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥22.0b (down 65% from 3Q 2020). Net loss: CN¥4.12b (down CN¥4.83b from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Price Target Changed • Oct 06Price target decreased to CN¥7.67Down from CN¥9.07, the current price target is an average from 8 analysts. New target price is 54% above last closing price of CN¥4.99. Stock is down 45% over the past year.Board Change • Oct 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Mingduan Huang was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Jul 06Price target decreased to CN¥9.32Down from CN¥10.65, the current price target is an average from 9 analysts. New target price is 52% above last closing price of CN¥6.15. Stock is down 36% over the past year.Price Target Changed • May 04Price target decreased to CN¥9.90Down from CN¥10.65, the current price target is an average from 10 analysts. New target price is 49% above last closing price of CN¥6.66. Stock is down 21% over the past year.Reported Earnings • Apr 25Full year 2020 earnings released: CN¥0.46 loss per share (vs CN¥1.28 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: CN¥252.3b (down 1.5% from FY 2019). Net loss: CN¥4.27b (down 136% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 19% per year.お知らせ • Feb 26State-Owned Firms Reportedly to Buy Stake from Shareholders of Suning.ComSuning.com Co., Ltd. (SZSE:002024) said on February 25, 2021 shareholders plan to sell 20% to 25% of the company to unnamed buyers which might lead to a change in control as its parent seeks to raise cash. The company said it was notified of the stake sale by its founder Zhang Jindong and its parent Suning Electrical Appliance Group Corporation, who respectively hold a 20.96% and 19.88% stake in the firm. "The transfer, if completed, will help further improve the company's shareholding structure and the steady implementation of long-term strategy," Suning said in a statement to the Shenzhen Stock Exchange on February 25, 2021, without elaborating. Trading of shares in Suning.com, which is one of China's largest online and offline retailers of electronics and other consumer goods, were suspended ahead of the announcement. The company said the deal still needs approval by authorities. Chinese financial media Caixin reported on February 25, 2021 that the State-owned Assets Supervision and Administration Commission in Nanjing, where Suning is headquartered, is most likely to become the new controlling shareholder. It also said the other investors might include state-owned firms JiangSu Communications Holding Co., Ltd., Jiangsu Guoxin Investment Group Limited and Nanjing XinGong Investment Group Co., Ltd. Suning.com declined to comment on Caixin's report.お知らせ • Feb 25Suning.com Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Suning.com Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021Major Estimate Revision • Feb 04Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from CN¥0.12 to CN¥0.024. Revenue estimate was approximately flat at CN¥272.8b. Net income is expected to grow by 274% next year compared to 46% growth forecast for the Specialty Retail industry in China. The consensus price target of CN¥11.20 was unchanged from the last update. Share price is down by 3.5% to CN¥6.69 over the past week.お知らせ • Feb 03Soccer-Inter Milan Reportedly Seeks New Bidders After BC Partners Exclusive TalksF. C. Internazionale Milano S.p.A.’s Chinese owner will look for other investors in the loss-making Italian Serie A team after exclusive talks with BC Partners ended without a deal, two people familiar with the matter said on February 2, 2021. Suning.com Co., Ltd. (SZSE:002024), which owns 68.5%, is weighing options to pump fresh resources into the club, which is suffering like rivals due to the COVID-19 pandemic fallout. Exclusive talks with Suning allowing BC Partners to look into the club’s books expired on January 31, 2021 without a bid being formulated, the sources said. However, BC Partners still aims to submit a bid in the next few days, one source close to the private equity firm said, adding that due diligence took longer than expected because Inter’s financial situation is “complicated”. Suning’s price expectations are higher than what BC Partners would be willing to offer, the sources said. Suning eyed a valuation of more that €1 billion ($1.2 billion) including debt while BC Partners was considering offering around €750 million, they said. A source close to Suning said the Chinese firm would now look for other potential investors. Inter are facing a drop in revenues due to the virus crisis, as matches are played in empty stadiums and companies cut sponsorship budgets. Fresh spending restrictions for soccer clubs imposed by Chinese authorities further complicate matters. Fortress Investment Group LLC and Mubadala Investment Company PJSC could be interested in investing in Inter Milan, with Suning also considering a hybrid solution involving equity and debt, Italian newspaper Il Sole 24 Ore reported on February 02, 2021. EQT AB (publ) (OM:EQT) is also studying the situation, the daily added. There has been no official reaction to the report from Fortress, Mubadala or EQT.Price Target Changed • Feb 02Price target lowered to CN¥11.20Down from CN¥12.72, the current price target is an average from 13 analysts. The new target price is 60% above the current share price of CN¥6.99. As of last close, the stock is down 25% over the past year.Is New 90 Day High Low • Jan 28New 90-day low: CN¥6.93The company is down 28% from its price of CN¥9.69 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.62 per share.Is New 90 Day High Low • Jan 07New 90-day low: CN¥7.43The company is down 19% from its price of CN¥9.21 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.75 per share.Is New 90 Day High Low • Dec 11New 90-day low: CN¥8.20The company is down 11% from its price of CN¥9.22 on 11 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 Specialty Retail industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.89 per share.Major Estimate Revision • Dec 05Analysts update estimatesThe 2020 consensus revenue estimate was lowered from CN¥280.0b to CN¥275.2b. Earnings per share (EPS) increased from CN¥0.12 to CN¥0.14 for the same period. Net income is expected to grow by 374% next year compared to 47% growth forecast for the Specialty Retail industry in China. The consensus price target of CN¥11.83 was unchanged from the last update. Share price stayed mostly flat at CN¥9.05 over the past week.Is New 90 Day High Low • Nov 26New 90-day low: CN¥8.96The company is down 11% from its price of CN¥10.05 on 28 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail 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¥3.30 per share.Major Estimate Revision • Nov 08Analysts update estimatesThe 2020 consensus revenue estimate was lowered from CN¥288.6b to CN¥282.8b. Earnings per share (EPS) increased from CN¥0.11 to CN¥0.12 for the same period. Net income is expected to grow by 371% next year compared to 45% growth forecast for the Specialty Retail industry in China. The consensus price target was lowered from CN¥12.72 to CN¥12.48. Share price stayed mostly flat at CN¥9.72 over the past week.Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.078The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥62.4b (down 4.6% from 3Q 2019). Net income: CN¥713.7m (down 93% from 3Q 2019). Profit margin: 1.1% (down from 15% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 18Price target raised to CN¥12.72Up from CN¥11.84, the current price target is an average from 13 analysts. The new target price is 33% above the current share price of CN¥9.59. As of last close, the stock is down 7.6% over the past year.Price Target Changed • Oct 14Price target raised to CN¥12.72Up from CN¥11.84, the current price target is an average from 13 analysts. The new target price is 38% above the current share price of CN¥9.23. As of last close, the stock is down 12% over the past year.お知らせ • Aug 13Suning.com Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020Suning.com Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020業績と収益の成長予測SZSE:002024 - 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12/31/202861,235683N/AN/A112/31/202756,831395N/AN/A112/31/202652,74694N/AN/A13/31/202645,242691,7732,117N/A12/31/202548,958581,9802,358N/A9/30/202556,900852,9193,344N/A6/30/202556,9046453,3983,836N/A3/31/202557,1067253,6044,098N/A12/31/202456,7916114,1124,586N/A9/30/202451,993-8832,8063,145N/A6/30/202454,369-2,1452,7913,206N/A3/31/202459,348-4,0862,0062,371N/A12/31/202362,627-4,0902,5632,910N/A9/30/202364,493-14,2821,2261,756N/A6/30/202368,205-15,40946417N/A3/31/202367,859-15,292-30019N/A12/31/202271,374-16,220-1,195-631N/A9/30/202278,868-40,242-2,972-1,725N/A6/30/202282,508-42,553-8,364-6,992N/A3/31/2022104,273-44,750-7,084-5,602N/A12/31/2021138,904-43,265-9,193-6,430N/A9/30/2021187,008-12,390-7,056-3,648N/A6/30/2021227,477-7,560-5,218-368N/A3/31/2021248,462-3,268-2,4262,772N/A12/31/2020252,296-4,275-7,389-1,622N/A9/30/2020249,082-1,513-3,817-330N/A6/30/2020252,0827,537-13,299-7,392N/A3/31/2020264,8279,156-24,974-15,973N/A12/31/2019269,2299,843N/A-17,865N/A9/30/2019261,40820,143N/A-20,016N/A6/30/2019258,26110,503N/A-18,820N/A3/31/2019245,99014,392N/A-17,043N/A12/31/2018233,36914,367N/A-13,874N/A9/30/2018229,0159,668N/A-11,741N/A6/30/2018214,8609,924N/A-7,006N/A3/31/2018200,1714,246N/A-4,225N/A12/31/2017187,9284,213N/A-6,605N/A9/30/2017176,6051,680N/A-3,963N/A6/30/2017163,6161,117N/A577N/A3/31/2017154,1201,079N/A1,321N/A12/31/2016148,585704N/A3,839N/A9/30/2016145,841516N/A490N/A6/30/2016141,225403N/A-2,573N/A3/31/2016137,943908N/A-2,580N/A12/31/2015135,548873N/A1,733N/A9/30/2015122,8201,961N/A-3,094N/A6/30/2015120,8111,971N/A426N/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: 002024の予測収益成長率 (年間75.7% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002024の収益 ( 75.7% ) はCN市場 ( 27.2% ) よりも速いペースで成長すると予測されています。高成長収益: 002024の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 002024の収益 ( 10.3% ) 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: 002024の収益 ( 10.3% ) 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: 002024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 ( 3.6 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 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2026/05/21 12:49終値2026/05/21 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Suning.com 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。23 アナリスト機関Junhao FanChina International Capital Corporation LimitedYunfeng LiuChina Stock Investment Research Co. Ltd. (GZ500..com)Xueqin ZhaoCitic Securities Co., Ltd.20 その他のアナリストを表示
Price Target Changed • Apr 07Price target decreased by 24% to CN¥1.76Down from CN¥2.33, the current price target is provided by 1 analyst. New target price is 29% above last closing price of CN¥1.36. Stock is down 23% over the past year. The company is forecast to post earnings per share of CN¥0.01 for next year compared to CN¥0.01 last year.
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2025The analyst covering Suning.com previously expected the company to break even in 2024. New forecast suggests losses will reduce by 67% to 2024. The company is expected to make a profit of CN¥492.3m in 2025. Average annual earnings growth of 112% is required to achieve expected profit on schedule.
Major Estimate Revision • Apr 03Consensus revenue estimates fall by 34%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥105.0b to CN¥68.9b. Forecast loss of -CN¥0.144, down from profit of CN¥0.06 per share profit previously. Specialty Retail industry in China expected to see average net income growth of 25% next year. Consensus price target down from CN¥2.70 to CN¥2.10. Share price was steady at CN¥1.59 over the past week.
Major Estimate Revision • May 05Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥96.5b to CN¥81.7b. EPS estimate unchanged at -CN¥0.185 per share. Specialty Retail industry in China expected to see average net income growth of 18% next year. Consensus price target down from CN¥4.02 to CN¥3.71. Share price rose 7.7% to CN¥2.10 over the past week.
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥116.9b to CN¥111.8b. 2022 losses expected to reduce from -CN¥0.32 to -CN¥0.11 per share. Specialty Retail industry in China expected to see average net income growth of 23% next year. Consensus price target down from CN¥4.40 to CN¥3.31. Share price rose 7.4% to CN¥2.17 over the past week.
Major Estimate Revision • Nov 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥116.9b to CN¥111.8b. 2022 losses expected to reduce from -CN¥0.32 to -CN¥0.11 per share. Specialty Retail industry in China expected to see average net income growth of 23% next year. Consensus price target down from CN¥4.40 to CN¥3.31. Share price rose 13% to CN¥2.04 over the past week.
Reported Earnings • May 05First quarter 2026 earnings released: EPS: CN¥0.003 (vs CN¥0.002 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.003 (up from CN¥0.002 in 1Q 2025). Revenue: CN¥9.18b (down 29% from 1Q 2025). Net income: CN¥28.9m (up 61% from 1Q 2025). Profit margin: 0.3% (up from 0.1% in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
New Risk • Apr 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.8% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.8% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).
Price Target Changed • Apr 07Price target decreased by 24% to CN¥1.76Down from CN¥2.33, the current price target is provided by 1 analyst. New target price is 29% above last closing price of CN¥1.36. Stock is down 23% over the past year. The company is forecast to post earnings per share of CN¥0.01 for next year compared to CN¥0.01 last year.
New Risk • Apr 05New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.1% Last year net profit margin: 1.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).
Reported Earnings • Apr 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.01 (down from CN¥0.067 in FY 2024). Revenue: CN¥49.0b (down 14% from FY 2024). Net income: CN¥58.1m (down 91% from FY 2024). Profit margin: 0.1% (down from 1.1% in FY 2024). Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 87%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Mar 31Suning.com Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Suning.com Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 31Suning.com Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Suning.com Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.003 (vs CN¥0.064 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.003 (down from CN¥0.064 in 3Q 2024). Revenue: CN¥12.2b (flat on 3Q 2024). Net income: CN¥24.6m (down 96% from 3Q 2024). Profit margin: 0.2% (down from 4.8% in 3Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Suning.com Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Suning.com Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
New Risk • Sep 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 10% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.
お知らせ • Jul 02Suning.com Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Suning.com Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
Reported Earnings • May 01First quarter 2025 earnings released: EPS: CN¥0.002 (vs CN¥0.011 loss in 1Q 2024)First quarter 2025 results: EPS: CN¥0.002 (up from CN¥0.011 loss in 1Q 2024). Revenue: CN¥12.9b (up 2.5% from 1Q 2024). Net income: CN¥18.0m (up CN¥114.8m from 1Q 2024). Profit margin: 0.1% (up from net loss in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Mar 31Suning.com Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Suning.com Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
New Risk • Mar 30New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.
お知らせ • Mar 29Suning.com Co., Ltd., Annual General Meeting, Apr 21, 2025Suning.com Co., Ltd., Annual General Meeting, Apr 21, 2025, at 14:00 China Standard Time. Location: No. 1, Suning Avenue, Xuanwu District, Nanjing, Jiangsu China
分析記事 • Feb 24Investors Continue Waiting On Sidelines For Suning.com Co., Ltd. (SZSE:002024)When you see that almost half of the companies in the Specialty Retail industry in China have price-to-sales ratios (or...
分析記事 • Jan 23We Think Suning.com (SZSE:002024) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Dec 31Suning.com Co., Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Suning.com Co., Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2025The analyst covering Suning.com previously expected the company to break even in 2024. New forecast suggests losses will reduce by 67% to 2024. The company is expected to make a profit of CN¥492.3m in 2025. Average annual earnings growth of 112% is required to achieve expected profit on schedule.
分析記事 • Nov 08A Piece Of The Puzzle Missing From Suning.com Co., Ltd.'s (SZSE:002024) 31% Share Price ClimbDespite an already strong run, Suning.com Co., Ltd. ( SZSE:002024 ) shares have been powering on, with a gain of 31% in...
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.064 (vs CN¥0.074 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.064 (up from CN¥0.074 loss in 3Q 2023). Revenue: CN¥12.2b (down 16% from 3Q 2023). Net income: CN¥584.5m (up CN¥1.26b from 3Q 2023). Profit margin: 4.8% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Suning.com Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Suning.com Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
分析記事 • Sep 23Suning.com (SZSE:002024) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jun 29Suning.com Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Suning.com Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
分析記事 • Jun 23Investors Holding Back On Suning.com Co., Ltd. (SZSE:002024)You may think that with a price-to-sales (or "P/S") ratio of 0.2x Suning.com Co., Ltd. ( SZSE:002024 ) is a stock worth...
分析記事 • May 27Is Suning.com (SZSE:002024) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.011 loss per share (vs CN¥0.011 loss in 1Q 2023)First quarter 2024 results: CN¥0.011 loss per share (in line with 1Q 2023). Revenue: CN¥12.6b (down 21% from 1Q 2023). Net loss: CN¥96.9m (loss narrowed 3.7% from 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Apr 03Consensus revenue estimates fall by 34%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥105.0b to CN¥68.9b. Forecast loss of -CN¥0.144, down from profit of CN¥0.06 per share profit previously. Specialty Retail industry in China expected to see average net income growth of 25% next year. Consensus price target down from CN¥2.70 to CN¥2.10. Share price was steady at CN¥1.59 over the past week.
お知らせ • Mar 30+ 1 more updateSuning.com Co., Ltd., Annual General Meeting, May 08, 2024Suning.com Co., Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: No. 1, Suning Avenue, Xuanwu District, Nanjing, Jiangsu China
分析記事 • Mar 01Cautious Investors Not Rewarding Suning.com Co., Ltd.'s (SZSE:002024) Performance CompletelyWhen close to half the companies operating in the Specialty Retail industry in China have price-to-sales ratios (or...
お知らせ • Dec 30Suning.com Co., Ltd. to Report Fiscal Year 2023 Results on Mar 30, 2024Suning.com Co., Ltd. announced that they will report fiscal year 2023 results on Mar 30, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: CN¥0.074 loss per share (vs CN¥0.21 loss in 3Q 2022)Third quarter 2023 results: CN¥0.074 loss per share (improved from CN¥0.21 loss in 3Q 2022). Revenue: CN¥14.6b (down 20% from 3Q 2022). Net loss: CN¥677.8m (loss narrowed 62% from 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.20 loss per share (vs CN¥0.18 loss in 2Q 2022)Second quarter 2023 results: CN¥0.20 loss per share (further deteriorated from CN¥0.18 loss in 2Q 2022). Revenue: CN¥18.2b (up 1.9% from 2Q 2022). Net loss: CN¥1.83b (loss widened 6.8% from 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.
お知らせ • May 06Suning.com Co., Ltd., Annual General Meeting, Jun 16, 2023Suning.com Co., Ltd., Annual General Meeting, Jun 16, 2023, at 14:00 China Standard Time. Agenda: To consider 2022 annual report and its summary; to consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider 2023 estimated continuing connected transactions with a 2nd company; to consider 2023 estimated continuing connected transactions with a company; and to consider other matters.
Major Estimate Revision • May 05Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥96.5b to CN¥81.7b. EPS estimate unchanged at -CN¥0.185 per share. Specialty Retail industry in China expected to see average net income growth of 18% next year. Consensus price target down from CN¥4.02 to CN¥3.71. Share price rose 7.7% to CN¥2.10 over the past week.
Board Change • May 02High 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. 2 experienced directors. 1 highly experienced director. Chairman Supervisor Xiaoling Wang 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 • Apr 30First quarter 2023 earnings released: CN¥0.011 loss per share (vs CN¥0.11 loss in 1Q 2022)First quarter 2023 results: CN¥0.011 loss per share (improved from CN¥0.11 loss in 1Q 2022). Revenue: CN¥15.9b (down 18% from 1Q 2022). Net loss: CN¥100.6m (loss narrowed 90% from 1Q 2022). Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥116.9b to CN¥111.8b. 2022 losses expected to reduce from -CN¥0.32 to -CN¥0.11 per share. Specialty Retail industry in China expected to see average net income growth of 23% next year. Consensus price target down from CN¥4.40 to CN¥3.31. Share price rose 7.4% to CN¥2.17 over the past week.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chairman Mingduan Huang was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥116.9b to CN¥111.8b. 2022 losses expected to reduce from -CN¥0.32 to -CN¥0.11 per share. Specialty Retail industry in China expected to see average net income growth of 23% next year. Consensus price target down from CN¥4.40 to CN¥3.31. Share price rose 13% to CN¥2.04 over the past week.
Reported Earnings • Oct 30Third quarter 2022 earnings released: CN¥0.21 loss per share (vs CN¥0.45 loss in 3Q 2021)Third quarter 2022 results: CN¥0.21 loss per share (improved from CN¥0.45 loss in 3Q 2021). Revenue: CN¥18.3b (down 17% from 3Q 2021). Net loss: CN¥1.80b (loss narrowed 56% from 3Q 2021). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 02Second quarter 2022 earnings released: CN¥0.18 loss per share (vs CN¥0.42 loss in 2Q 2021)Second quarter 2022 results: CN¥0.18 loss per share (up from CN¥0.42 loss in 2Q 2021). Revenue: CN¥17.8b (down 55% from 2Q 2021). Net loss: CN¥1.71b (loss narrowed 56% from 2Q 2021). Over the next year, revenue is forecast to grow 125%, compared to a 40% growth forecast for the Specialty Retail industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Price Target Changed • Jun 28Price target increased to CN¥7.41Up from CN¥6.74, the current price target is an average from 4 analysts. New target price is 223% above last closing price of CN¥2.29. Stock is down 59% over the past year. The company is forecast to post a net loss per share of CN¥0.39 next year compared to a net loss per share of CN¥4.65 last year.
お知らせ • May 16Suning.com Co., Ltd.(XSEC:002024) dropped from FTSE All-World Index (USD)Suning.com Co., Ltd.(XSEC:002024) dropped from FTSE All-World Index (USD)
お知らせ • May 07Suning.com Co., Ltd., Annual General Meeting, May 23, 2022Suning.com Co., Ltd., Annual General Meeting, May 23, 2022, at 14:00 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 annual report and its summary; to consider 2021 profit distribution plan; to consider 2021 special report on the deposit and use of raised funds; to consider reappointment of audit firm; and to consider other matters.
Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: CN¥0.11 loss per share (down from CN¥0.05 profit in 1Q 2021). Revenue: CN¥19.4b (down 64% from 1Q 2021). Net loss: CN¥1.03b (down 326% from profit in 1Q 2021). Revenue missed analyst estimates by 38%. Earnings per share (EPS) also missed analyst estimates by 342%. Over the next year, revenue is forecast to grow 144%, compared to a 30% growth forecast for the industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Mingduan Huang was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Mar 04Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from CN¥225.4b to CN¥222.4b. 2021 losses expected to reduce from -CN¥0.54 to -CN¥0.47 per share. Specialty Retail industry in China expected to see average net income growth of 28% next year. Consensus price target down from CN¥7.02 to CN¥6.74. Share price was steady at CN¥3.63 over the past week.
お知らせ • Dec 03Greenwich Investment Holdings Pte. Ltd. acquired 34.5% stake in Laox CO., LTD. (TSE:8202) from Suning.com Co., Ltd. (SZSE:002024) for ¥5 billion.Greenwich Investment Holdings Pte. Ltd. acquired 34.5% stake in Laox CO., LTD. (TSE:8202) from Suning.com Co., Ltd. (SZSE:002024) for ¥5 billion on December 2, 2021. Greenwich Investment Holdings Pte. Ltd. completed the acquisition of 34.5% stake in Laox CO., LTD. (TSE:8202) from Suning.com Co., Ltd. (SZSE:002024) on December 2, 2021.
Price Target Changed • Nov 13Price target decreased to CN¥7.06Down from CN¥7.67, the current price target is an average from 8 analysts. New target price is 62% above last closing price of CN¥4.37. Stock is down 53% over the past year. The company is forecast to post a net loss per share of CN¥1.05 next year compared to a net loss per share of CN¥0.46 last year.
Reported Earnings • Nov 01Third quarter 2021 earnings released: CN¥0.45 loss per share (vs CN¥0.078 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥22.0b (down 65% from 3Q 2020). Net loss: CN¥4.12b (down CN¥4.83b from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Price Target Changed • Oct 06Price target decreased to CN¥7.67Down from CN¥9.07, the current price target is an average from 8 analysts. New target price is 54% above last closing price of CN¥4.99. Stock is down 45% over the past year.
Board Change • Oct 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Mingduan Huang was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Jul 06Price target decreased to CN¥9.32Down from CN¥10.65, the current price target is an average from 9 analysts. New target price is 52% above last closing price of CN¥6.15. Stock is down 36% over the past year.
Price Target Changed • May 04Price target decreased to CN¥9.90Down from CN¥10.65, the current price target is an average from 10 analysts. New target price is 49% above last closing price of CN¥6.66. Stock is down 21% over the past year.
Reported Earnings • Apr 25Full year 2020 earnings released: CN¥0.46 loss per share (vs CN¥1.28 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: CN¥252.3b (down 1.5% from FY 2019). Net loss: CN¥4.27b (down 136% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 19% per year.
お知らせ • Feb 26State-Owned Firms Reportedly to Buy Stake from Shareholders of Suning.ComSuning.com Co., Ltd. (SZSE:002024) said on February 25, 2021 shareholders plan to sell 20% to 25% of the company to unnamed buyers which might lead to a change in control as its parent seeks to raise cash. The company said it was notified of the stake sale by its founder Zhang Jindong and its parent Suning Electrical Appliance Group Corporation, who respectively hold a 20.96% and 19.88% stake in the firm. "The transfer, if completed, will help further improve the company's shareholding structure and the steady implementation of long-term strategy," Suning said in a statement to the Shenzhen Stock Exchange on February 25, 2021, without elaborating. Trading of shares in Suning.com, which is one of China's largest online and offline retailers of electronics and other consumer goods, were suspended ahead of the announcement. The company said the deal still needs approval by authorities. Chinese financial media Caixin reported on February 25, 2021 that the State-owned Assets Supervision and Administration Commission in Nanjing, where Suning is headquartered, is most likely to become the new controlling shareholder. It also said the other investors might include state-owned firms JiangSu Communications Holding Co., Ltd., Jiangsu Guoxin Investment Group Limited and Nanjing XinGong Investment Group Co., Ltd. Suning.com declined to comment on Caixin's report.
お知らせ • Feb 25Suning.com Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Suning.com Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021
Major Estimate Revision • Feb 04Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from CN¥0.12 to CN¥0.024. Revenue estimate was approximately flat at CN¥272.8b. Net income is expected to grow by 274% next year compared to 46% growth forecast for the Specialty Retail industry in China. The consensus price target of CN¥11.20 was unchanged from the last update. Share price is down by 3.5% to CN¥6.69 over the past week.
お知らせ • Feb 03Soccer-Inter Milan Reportedly Seeks New Bidders After BC Partners Exclusive TalksF. C. Internazionale Milano S.p.A.’s Chinese owner will look for other investors in the loss-making Italian Serie A team after exclusive talks with BC Partners ended without a deal, two people familiar with the matter said on February 2, 2021. Suning.com Co., Ltd. (SZSE:002024), which owns 68.5%, is weighing options to pump fresh resources into the club, which is suffering like rivals due to the COVID-19 pandemic fallout. Exclusive talks with Suning allowing BC Partners to look into the club’s books expired on January 31, 2021 without a bid being formulated, the sources said. However, BC Partners still aims to submit a bid in the next few days, one source close to the private equity firm said, adding that due diligence took longer than expected because Inter’s financial situation is “complicated”. Suning’s price expectations are higher than what BC Partners would be willing to offer, the sources said. Suning eyed a valuation of more that €1 billion ($1.2 billion) including debt while BC Partners was considering offering around €750 million, they said. A source close to Suning said the Chinese firm would now look for other potential investors. Inter are facing a drop in revenues due to the virus crisis, as matches are played in empty stadiums and companies cut sponsorship budgets. Fresh spending restrictions for soccer clubs imposed by Chinese authorities further complicate matters. Fortress Investment Group LLC and Mubadala Investment Company PJSC could be interested in investing in Inter Milan, with Suning also considering a hybrid solution involving equity and debt, Italian newspaper Il Sole 24 Ore reported on February 02, 2021. EQT AB (publ) (OM:EQT) is also studying the situation, the daily added. There has been no official reaction to the report from Fortress, Mubadala or EQT.
Price Target Changed • Feb 02Price target lowered to CN¥11.20Down from CN¥12.72, the current price target is an average from 13 analysts. The new target price is 60% above the current share price of CN¥6.99. As of last close, the stock is down 25% over the past year.
Is New 90 Day High Low • Jan 28New 90-day low: CN¥6.93The company is down 28% from its price of CN¥9.69 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.62 per share.
Is New 90 Day High Low • Jan 07New 90-day low: CN¥7.43The company is down 19% from its price of CN¥9.21 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.75 per share.
Is New 90 Day High Low • Dec 11New 90-day low: CN¥8.20The company is down 11% from its price of CN¥9.22 on 11 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 Specialty Retail industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.89 per share.
Major Estimate Revision • Dec 05Analysts update estimatesThe 2020 consensus revenue estimate was lowered from CN¥280.0b to CN¥275.2b. Earnings per share (EPS) increased from CN¥0.12 to CN¥0.14 for the same period. Net income is expected to grow by 374% next year compared to 47% growth forecast for the Specialty Retail industry in China. The consensus price target of CN¥11.83 was unchanged from the last update. Share price stayed mostly flat at CN¥9.05 over the past week.
Is New 90 Day High Low • Nov 26New 90-day low: CN¥8.96The company is down 11% from its price of CN¥10.05 on 28 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail 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¥3.30 per share.
Major Estimate Revision • Nov 08Analysts update estimatesThe 2020 consensus revenue estimate was lowered from CN¥288.6b to CN¥282.8b. Earnings per share (EPS) increased from CN¥0.11 to CN¥0.12 for the same period. Net income is expected to grow by 371% next year compared to 45% growth forecast for the Specialty Retail industry in China. The consensus price target was lowered from CN¥12.72 to CN¥12.48. Share price stayed mostly flat at CN¥9.72 over the past week.
Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.078The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥62.4b (down 4.6% from 3Q 2019). Net income: CN¥713.7m (down 93% from 3Q 2019). Profit margin: 1.1% (down from 15% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 18Price target raised to CN¥12.72Up from CN¥11.84, the current price target is an average from 13 analysts. The new target price is 33% above the current share price of CN¥9.59. As of last close, the stock is down 7.6% over the past year.
Price Target Changed • Oct 14Price target raised to CN¥12.72Up from CN¥11.84, the current price target is an average from 13 analysts. The new target price is 38% above the current share price of CN¥9.23. As of last close, the stock is down 12% over the past year.
お知らせ • Aug 13Suning.com Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020Suning.com Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020