View ValuationHefei Chipmore TechnologyLtd 将来の成長Future 基準チェック /06現在、 Hefei Chipmore TechnologyLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Semiconductor 収益成長40.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Aug 15Second quarter 2026 earnings released: CN¥0.009 loss per share (vs CN¥0.069 profit in 2Q 2025)Second quarter 2026 results: CN¥0.009 loss per share (down from CN¥0.069 profit in 2Q 2025). Revenue: CN¥541.0m (up 3.7% from 2Q 2025). Net loss: CN¥10.4m (down 115% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Jun 30Hefei Chipmore Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Hefei Chipmore Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026New Risk • May 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 8x cash flows per share. Earnings have declined by 12% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).New Risk • May 05New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Dividend per share is over 8x cash flows per share. Dividend yield: 0.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 8x cash flows per share. Earnings have declined by 12% per year over the past 5 years.お知らせ • Apr 23Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 13, 2026Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: No. 2350, Dayu Road, Xinzhan District, Hefei, Anhui ChinaNew Risk • Apr 21New major risk - Revenue and earnings growthEarnings have declined by 12% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).Reported Earnings • Apr 20Full year 2025 earnings released: EPS: CN¥0.22 (vs CN¥0.26 in FY 2024)Full year 2025 results: EPS: CN¥0.22 (down from CN¥0.26 in FY 2024). Revenue: CN¥2.19b (up 12% from FY 2024). Net income: CN¥265.8m (down 15% from FY 2024). Profit margin: 12% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.お知らせ • Mar 30Hefei Chipmore Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Hefei Chipmore Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥16.68, the stock trades at a trailing P/E ratio of 73.1x. Average trailing P/E is 92x in the Semiconductor industry in China. Total returns to shareholders of 45% over the past year.お知らせ • Dec 26Hefei Chipmore Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Hefei Chipmore Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: CN¥0.087 (vs CN¥0.051 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.087 (up from CN¥0.051 in 3Q 2024). Revenue: CN¥608.8m (up 21% from 3Q 2024). Net income: CN¥85.3m (up 29% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024).お知らせ • Sep 30Hefei Chipmore Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 30, 2025Hefei Chipmore Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥14.63, the stock trades at a trailing P/E ratio of 68.9x. Average trailing P/E is 80x in the Semiconductor industry in China. Total returns to shareholders of 27% over the past year.Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: CN¥0.069 (vs CN¥0.082 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.069 (down from CN¥0.082 in 2Q 2024). Revenue: CN¥521.5m (up 6.3% from 2Q 2024). Net income: CN¥69.7m (down 18% from 2Q 2024). Profit margin: 13% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Jun 30Hefei Chipmore Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 22, 2025Hefei Chipmore Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 22, 2025New Risk • May 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 24% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (13% net profit margin).お知らせ • Apr 30Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 20, 2025Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: No. 2350, Dayu Road, Xinzhan District, Hefei, Anhui ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥10.11, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 66x in the Semiconductor industry in China. Negligible returns to shareholders over past year.Reported Earnings • Apr 01Full year 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.33 in FY 2023)Full year 2024 results: EPS: CN¥0.26 (down from CN¥0.33 in FY 2023). Revenue: CN¥1.96b (up 20% from FY 2023). Net income: CN¥313.3m (down 16% from FY 2023). Profit margin: 16% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses.お知らせ • Mar 28Hefei Chipmore Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 30, 2025Hefei Chipmore Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025分析記事 • Mar 21Hefei Chipmore TechnologyLtd (SHSE:688352) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Reported Earnings • Feb 27Full year 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.33 in FY 2023)Full year 2024 results: EPS: CN¥0.26 (down from CN¥0.33 in FY 2023). Revenue: CN¥1.96b (up 20% from FY 2023). Net income: CN¥313.3m (down 16% from FY 2023). Profit margin: 16% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses.お知らせ • Dec 27Hefei Chipmore Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Hefei Chipmore Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025分析記事 • Dec 25Hefei Chipmore TechnologyLtd (SHSE:688352) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 04There's Reason For Concern Over Hefei Chipmore Technology Co.,Ltd.'s (SHSE:688352) PriceWith a price-to-earnings (or "P/E") ratio of 44x Hefei Chipmore Technology Co.,Ltd. ( SHSE:688352 ) may be sending...分析記事 • Nov 13Hefei Chipmore TechnologyLtd (SHSE:688352) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥14.44, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 68x in the Semiconductor industry in China. Total returns to shareholders of 6.4% over the past year.分析記事 • Oct 26We Think You Should Be Aware Of Some Concerning Factors In Hefei Chipmore TechnologyLtd's (SHSE:688352) EarningsFollowing the solid earnings report from Hefei Chipmore Technology Co.,Ltd. ( SHSE:688352 ), the market responded by...Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: CN¥0.051 (vs CN¥0.094 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.051 (down from CN¥0.094 in 3Q 2023). Revenue: CN¥501.4m (up 9.4% from 3Q 2023). Net income: CN¥66.4m (down 46% from 3Q 2023). Profit margin: 13% (down from 27% in 3Q 2023). The decrease in margin was driven by higher expenses.お知らせ • Sep 30Hefei Chipmore Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 17, 2024Hefei Chipmore Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 17, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥9.71, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 47x in the Semiconductor industry in China. Total loss to shareholders of 21% over the past year.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.082 (vs CN¥0.09 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.082 (down from CN¥0.09 in 2Q 2023). Revenue: CN¥490.5m (up 29% from 2Q 2023). Net income: CN¥85.3m (down 6.8% from 2Q 2023). Profit margin: 17% (down from 24% in 2Q 2023). The decrease in margin was driven by higher expenses.分析記事 • Aug 12We Think Hefei Chipmore TechnologyLtd (SHSE:688352) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.85, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 48x in the Semiconductor industry in China. Total loss to shareholders of 25% over the past year.お知らせ • Jun 29Hefei Chipmore Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 15, 2024Hefei Chipmore Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 15, 2024分析記事 • Jun 19Returns Are Gaining Momentum At Hefei Chipmore TechnologyLtd (SHSE:688352)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...お知らせ • May 01Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 23, 2024Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 23, 2024, at 14:00 China Standard Time.分析記事 • Apr 25Hefei Chipmore TechnologyLtd (SHSE:688352) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Hefei Chipmore Technology Co.,Ltd.'s ( SHSE:688352 ) stock hasn't...Reported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.03 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (up from CN¥0.03 in 1Q 2023). Revenue: CN¥443.4m (up 44% from 1Q 2023). Net income: CN¥76.7m (up 151% from 1Q 2023). Profit margin: 17% (up from 9.9% in 1Q 2023). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥8.68, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 49x in the Semiconductor industry in China.お知らせ • Mar 30Hefei Chipmore Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 19, 2024Hefei Chipmore Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 19, 2024分析記事 • Mar 06Hefei Chipmore Technology Co.,Ltd.'s (SHSE:688352) P/E Is Still On The Mark Following 29% Share Price BounceThose holding Hefei Chipmore Technology Co.,Ltd. ( SHSE:688352 ) shares would be relieved that the share price has...Reported Earnings • Feb 20Full year 2023 earnings released: EPS: CN¥0.33 (vs CN¥0.31 in FY 2022)Full year 2023 results: EPS: CN¥0.33 (up from CN¥0.31 in FY 2022). Revenue: CN¥1.63b (up 24% from FY 2022). Net income: CN¥370.2m (up 22% from FY 2022). Profit margin: 23% (in line with FY 2022).Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥9.70, the stock trades at a trailing P/E ratio of 38.3x. Average trailing P/E is 48x in the Semiconductor industry in China.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥12.64, the stock trades at a trailing P/E ratio of 49.9x. Average trailing P/E is 64x in the Semiconductor industry in China.New Risk • Oct 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.094 (vs CN¥0.064 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.094 (up from CN¥0.064 in 3Q 2022). Revenue: CN¥458.4m (up 53% from 3Q 2022). Net income: CN¥122.7m (up 100% from 3Q 2022). Profit margin: 27% (up from 20% in 3Q 2022). The increase in margin was driven by higher revenue.New Risk • Aug 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 24Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.09. Net income: CN¥91.6m (up CN¥91.6m from 2Q 2022).お知らせ • Jun 28Hefei Chipmore Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 24, 2023Hefei Chipmore Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 24, 2023Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥14.50, the stock trades at a trailing P/E ratio of 70.8x. Average trailing P/E is 65x in the Semiconductor industry in China.Reported Earnings • Apr 21First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: CN¥0.03. Net income: CN¥30.6m (up CN¥30.6m from 1Q 2022). このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Hefei Chipmore TechnologyLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SHSE:688352 - 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6/30/20262,156-137-359384N/A3/31/20262,136-5715621N/A12/31/20252,190266-67611N/A9/30/20252,129269-105592N/A6/30/20252,021250-270608N/A3/31/20251,990266-421625N/A12/31/20241,959313-393690N/A9/30/20241,917355-343692N/A6/30/20241,874411-326724N/A3/31/20241,764418-229637N/A12/31/20231,629372-194541N/A9/30/20231,483301-292316N/A6/30/20231,289245-11404N/A3/31/20231,274256162640N/A12/31/20221,317303307701N/A12/31/20211,320305-114608N/A12/31/202086955-233243N/A12/31/201966941N/A112N/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: 688352の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 688352の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 688352の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 688352の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 688352の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 688352の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSemiconductors 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2026/08/23 07:44終値2026/08/21 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Hefei Chipmore Technology Co.,Ltd. 0 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。0
Reported Earnings • Aug 15Second quarter 2026 earnings released: CN¥0.009 loss per share (vs CN¥0.069 profit in 2Q 2025)Second quarter 2026 results: CN¥0.009 loss per share (down from CN¥0.069 profit in 2Q 2025). Revenue: CN¥541.0m (up 3.7% from 2Q 2025). Net loss: CN¥10.4m (down 115% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Jun 30Hefei Chipmore Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Hefei Chipmore Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026
New Risk • May 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 8x cash flows per share. Earnings have declined by 12% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).
New Risk • May 05New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Dividend per share is over 8x cash flows per share. Dividend yield: 0.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 8x cash flows per share. Earnings have declined by 12% per year over the past 5 years.
お知らせ • Apr 23Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 13, 2026Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: No. 2350, Dayu Road, Xinzhan District, Hefei, Anhui China
New Risk • Apr 21New major risk - Revenue and earnings growthEarnings have declined by 12% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).
Reported Earnings • Apr 20Full year 2025 earnings released: EPS: CN¥0.22 (vs CN¥0.26 in FY 2024)Full year 2025 results: EPS: CN¥0.22 (down from CN¥0.26 in FY 2024). Revenue: CN¥2.19b (up 12% from FY 2024). Net income: CN¥265.8m (down 15% from FY 2024). Profit margin: 12% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • Mar 30Hefei Chipmore Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Hefei Chipmore Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥16.68, the stock trades at a trailing P/E ratio of 73.1x. Average trailing P/E is 92x in the Semiconductor industry in China. Total returns to shareholders of 45% over the past year.
お知らせ • Dec 26Hefei Chipmore Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Hefei Chipmore Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: CN¥0.087 (vs CN¥0.051 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.087 (up from CN¥0.051 in 3Q 2024). Revenue: CN¥608.8m (up 21% from 3Q 2024). Net income: CN¥85.3m (up 29% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024).
お知らせ • Sep 30Hefei Chipmore Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 30, 2025Hefei Chipmore Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥14.63, the stock trades at a trailing P/E ratio of 68.9x. Average trailing P/E is 80x in the Semiconductor industry in China. Total returns to shareholders of 27% over the past year.
Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: CN¥0.069 (vs CN¥0.082 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.069 (down from CN¥0.082 in 2Q 2024). Revenue: CN¥521.5m (up 6.3% from 2Q 2024). Net income: CN¥69.7m (down 18% from 2Q 2024). Profit margin: 13% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Jun 30Hefei Chipmore Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 22, 2025Hefei Chipmore Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 22, 2025
New Risk • May 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 24% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (13% net profit margin).
お知らせ • Apr 30Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 20, 2025Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: No. 2350, Dayu Road, Xinzhan District, Hefei, Anhui China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥10.11, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 66x in the Semiconductor industry in China. Negligible returns to shareholders over past year.
Reported Earnings • Apr 01Full year 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.33 in FY 2023)Full year 2024 results: EPS: CN¥0.26 (down from CN¥0.33 in FY 2023). Revenue: CN¥1.96b (up 20% from FY 2023). Net income: CN¥313.3m (down 16% from FY 2023). Profit margin: 16% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses.
お知らせ • Mar 28Hefei Chipmore Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 30, 2025Hefei Chipmore Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
分析記事 • Mar 21Hefei Chipmore TechnologyLtd (SHSE:688352) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Reported Earnings • Feb 27Full year 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.33 in FY 2023)Full year 2024 results: EPS: CN¥0.26 (down from CN¥0.33 in FY 2023). Revenue: CN¥1.96b (up 20% from FY 2023). Net income: CN¥313.3m (down 16% from FY 2023). Profit margin: 16% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses.
お知らせ • Dec 27Hefei Chipmore Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Hefei Chipmore Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
分析記事 • Dec 25Hefei Chipmore TechnologyLtd (SHSE:688352) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 04There's Reason For Concern Over Hefei Chipmore Technology Co.,Ltd.'s (SHSE:688352) PriceWith a price-to-earnings (or "P/E") ratio of 44x Hefei Chipmore Technology Co.,Ltd. ( SHSE:688352 ) may be sending...
分析記事 • Nov 13Hefei Chipmore TechnologyLtd (SHSE:688352) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥14.44, the stock trades at a trailing P/E ratio of 48.4x. Average trailing P/E is 68x in the Semiconductor industry in China. Total returns to shareholders of 6.4% over the past year.
分析記事 • Oct 26We Think You Should Be Aware Of Some Concerning Factors In Hefei Chipmore TechnologyLtd's (SHSE:688352) EarningsFollowing the solid earnings report from Hefei Chipmore Technology Co.,Ltd. ( SHSE:688352 ), the market responded by...
Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: CN¥0.051 (vs CN¥0.094 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.051 (down from CN¥0.094 in 3Q 2023). Revenue: CN¥501.4m (up 9.4% from 3Q 2023). Net income: CN¥66.4m (down 46% from 3Q 2023). Profit margin: 13% (down from 27% in 3Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • Sep 30Hefei Chipmore Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 17, 2024Hefei Chipmore Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 17, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥9.71, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 47x in the Semiconductor industry in China. Total loss to shareholders of 21% over the past year.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.082 (vs CN¥0.09 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.082 (down from CN¥0.09 in 2Q 2023). Revenue: CN¥490.5m (up 29% from 2Q 2023). Net income: CN¥85.3m (down 6.8% from 2Q 2023). Profit margin: 17% (down from 24% in 2Q 2023). The decrease in margin was driven by higher expenses.
分析記事 • Aug 12We Think Hefei Chipmore TechnologyLtd (SHSE:688352) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.85, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 48x in the Semiconductor industry in China. Total loss to shareholders of 25% over the past year.
お知らせ • Jun 29Hefei Chipmore Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 15, 2024Hefei Chipmore Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 15, 2024
分析記事 • Jun 19Returns Are Gaining Momentum At Hefei Chipmore TechnologyLtd (SHSE:688352)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
お知らせ • May 01Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 23, 2024Hefei Chipmore Technology Co.,Ltd., Annual General Meeting, May 23, 2024, at 14:00 China Standard Time.
分析記事 • Apr 25Hefei Chipmore TechnologyLtd (SHSE:688352) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Hefei Chipmore Technology Co.,Ltd.'s ( SHSE:688352 ) stock hasn't...
Reported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.03 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (up from CN¥0.03 in 1Q 2023). Revenue: CN¥443.4m (up 44% from 1Q 2023). Net income: CN¥76.7m (up 151% from 1Q 2023). Profit margin: 17% (up from 9.9% in 1Q 2023). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥8.68, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 49x in the Semiconductor industry in China.
お知らせ • Mar 30Hefei Chipmore Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 19, 2024Hefei Chipmore Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 19, 2024
分析記事 • Mar 06Hefei Chipmore Technology Co.,Ltd.'s (SHSE:688352) P/E Is Still On The Mark Following 29% Share Price BounceThose holding Hefei Chipmore Technology Co.,Ltd. ( SHSE:688352 ) shares would be relieved that the share price has...
Reported Earnings • Feb 20Full year 2023 earnings released: EPS: CN¥0.33 (vs CN¥0.31 in FY 2022)Full year 2023 results: EPS: CN¥0.33 (up from CN¥0.31 in FY 2022). Revenue: CN¥1.63b (up 24% from FY 2022). Net income: CN¥370.2m (up 22% from FY 2022). Profit margin: 23% (in line with FY 2022).
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥9.70, the stock trades at a trailing P/E ratio of 38.3x. Average trailing P/E is 48x in the Semiconductor industry in China.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥12.64, the stock trades at a trailing P/E ratio of 49.9x. Average trailing P/E is 64x in the Semiconductor industry in China.
New Risk • Oct 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.094 (vs CN¥0.064 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.094 (up from CN¥0.064 in 3Q 2022). Revenue: CN¥458.4m (up 53% from 3Q 2022). Net income: CN¥122.7m (up 100% from 3Q 2022). Profit margin: 27% (up from 20% in 3Q 2022). The increase in margin was driven by higher revenue.
New Risk • Aug 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 24Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.09. Net income: CN¥91.6m (up CN¥91.6m from 2Q 2022).
お知らせ • Jun 28Hefei Chipmore Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 24, 2023Hefei Chipmore Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 24, 2023
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥14.50, the stock trades at a trailing P/E ratio of 70.8x. Average trailing P/E is 65x in the Semiconductor industry in China.
Reported Earnings • Apr 21First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: CN¥0.03. Net income: CN¥30.6m (up CN¥30.6m from 1Q 2022).