View ValuationASR Microelectronics 将来の成長Future 基準チェック /56ASR Microelectronics利益と収益がそれぞれ年間106.8%と28.2%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7.7% 107.1%なると予測されています。主要情報106.8%収益成長率107.07%EPS成長率Semiconductor 収益成長47.2%収益成長率28.2%将来の株主資本利益率7.74%アナリストカバレッジLow最終更新日13 Apr 2026今後の成長に関する最新情報Breakeven Date Change • May 13No longer forecast to breakevenThe 4 analysts covering ASR Microelectronics no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of CN¥205.7m in 2026. New consensus forecast suggests the company will make a loss of CN¥226.7m in 2026.Breakeven Date Change • Apr 04Forecast to breakeven in 2026The 3 analysts covering ASR Microelectronics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 65% per year to 2025. The company is expected to make a profit of CN¥205.7m in 2026. Average annual earnings growth of 65% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Zhan Hu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 31ASR Microelectronics Co., Ltd., Annual General Meeting, Apr 21, 2026ASR Microelectronics Co., Ltd., Annual General Meeting, Apr 21, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shanghai Chinaお知らせ • Mar 30ASR Microelectronics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026ASR Microelectronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26ASR Microelectronics Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026ASR Microelectronics Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026お知らせ • Sep 30ASR Microelectronics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025ASR Microelectronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30ASR Microelectronics Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025ASR Microelectronics Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • Apr 30ASR Microelectronics Co., Ltd., Annual General Meeting, May 20, 2025ASR Microelectronics Co., Ltd., Annual General Meeting, May 20, 2025, at 10:00 China Standard Time. Location: The Company's Meeting Room, Shanghai Chinaお知らせ • Mar 28ASR Microelectronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025ASR Microelectronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 27ASR Microelectronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025ASR Microelectronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: CN¥0.36 loss per share (vs CN¥0.23 loss in 3Q 2023)Third quarter 2024 results: CN¥0.36 loss per share (further deteriorated from CN¥0.23 loss in 3Q 2023). Revenue: CN¥884.5m (up 12% from 3Q 2023). Net loss: CN¥147.8m (loss widened 64% from 3Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.New Risk • Sep 30New 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 7.3% 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: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CN¥18m net loss in 2 years). Share price has been volatile over the past 3 months (7.3% average weekly change).お知らせ • Sep 30ASR Microelectronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024ASR Microelectronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024New Risk • Sep 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥435m Forecast net loss in 2 years: CN¥18m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Reported Earnings • Sep 02Second quarter 2024 earnings released: CN¥0.34 loss per share (vs CN¥0.29 loss in 2Q 2023)Second quarter 2024 results: CN¥0.34 loss per share. Revenue: CN¥825.1m (up 27% from 2Q 2023). Net loss: CN¥139.4m (flat on 2Q 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.お知らせ • Jun 28ASR Microelectronics Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024ASR Microelectronics Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024New Risk • May 16New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥435m Forecast net loss in 2 years: CN¥29m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Breakeven Date Change • May 13No longer forecast to breakevenThe 4 analysts covering ASR Microelectronics no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of CN¥205.7m in 2026. New consensus forecast suggests the company will make a loss of CN¥226.7m in 2026.Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.31 loss per share (vs CN¥0.55 loss in 1Q 2023)First quarter 2024 results: CN¥0.31 loss per share (improved from CN¥0.55 loss in 1Q 2023). Revenue: CN¥830.1m (up 103% from 1Q 2023). Net loss: CN¥125.3m (loss narrowed 36% from 1Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.Breakeven Date Change • Apr 04Forecast to breakeven in 2026The 3 analysts covering ASR Microelectronics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 65% per year to 2025. The company is expected to make a profit of CN¥205.7m in 2026. Average annual earnings growth of 65% is required to achieve expected profit on schedule.Reported Earnings • Apr 02Full year 2023 earnings released: CN¥1.22 loss per share (vs CN¥0.61 loss in FY 2022)Full year 2023 results: CN¥1.22 loss per share (further deteriorated from CN¥0.61 loss in FY 2022). Revenue: CN¥2.60b (up 22% from FY 2022). Net loss: CN¥505.8m (loss widened 101% from FY 2022). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.お知らせ • Mar 30ASR Microelectronics Co., Ltd., Annual General Meeting, Apr 19, 2024ASR Microelectronics Co., Ltd., Annual General Meeting, Apr 19, 2024, at 10:00 China Standard Time. Location: 8F, Building 10, No. 399, Keyuan Road, Free Trade Experimental Zone, Shanghai Chinaお知らせ • Mar 29ASR Microelectronics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024ASR Microelectronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Feb 24Full year 2023 earnings released: CN¥1.23 loss per share (vs CN¥0.61 loss in FY 2022)Full year 2023 results: CN¥1.23 loss per share (further deteriorated from CN¥0.61 loss in FY 2022). Revenue: CN¥2.60b (up 22% from FY 2022). Net loss: CN¥510.9m (loss widened 103% from FY 2022). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.New Risk • Nov 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥492m Forecast net loss in 2 years: CN¥30m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 02Third quarter 2023 earnings released: CN¥0.23 loss per share (vs CN¥0.24 loss in 3Q 2022)Third quarter 2023 results: CN¥0.23 loss per share (improved from CN¥0.24 loss in 3Q 2022). Revenue: CN¥787.3m (up 57% from 3Q 2022). Net loss: CN¥90.4m (loss narrowed 7.8% from 3Q 2022). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.New Risk • Sep 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥499m Forecast net loss in 2 years: CN¥23m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.29 loss per share (vs CN¥0.13 loss in 2Q 2022)Second quarter 2023 results: CN¥0.29 loss per share (further deteriorated from CN¥0.13 loss in 2Q 2022). Revenue: CN¥648.6m (up 24% from 2Q 2022). Net loss: CN¥140.3m (loss widened 151% from 2Q 2022). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.Board Change • Jul 06Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 1 highly experienced director. 2 independent directors (3 non-independent directors). Chairman of the Board & GM Baojia Dai is the most experienced director on the board, commencing their role in 2015. Independent Director Ke Zhang was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Feb 15ASR Microelectronics Co., Ltd. (SHSE:688220) announces an Equity Buyback for CNY 1,000 million worth of its shares.ASR Microelectronics Co., Ltd. (SHSE:688220) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares. The shares will be purchased at a price not exceeding CNY 88 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan in the future and will be transferred within three years after the implementation of share repurchase results and the announcement of share changes. If the company fails to complete the transfer within the prescribed time limit, it will perform the procedure of reducing the registered capital according to law, and the shares that have not been transferred will be cancelled. The program will be funded from company's over-raised funds. The program will be valid for 12 months.業績と収益の成長予測XSSC:688220 - 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12/31/20289,001885N/A535112/31/20277,042318514619212/31/20265,23812-1,107-6313/31/20264,037-296-653-547N/A12/31/20253,817-390-543-432N/A9/30/20253,726-608-408-328N/A6/30/20253,629-674-342-276N/A3/31/20253,466-690-636-358N/A12/31/20243,386-693-658-404N/A9/30/20243,295-492-679-413N/A6/30/20243,198-435-833-557N/A3/31/20243,022-435-796-695N/A12/31/20232,600-506-800-678N/A9/30/20232,401-492-894-778N/A6/30/20232,117-499-877-726N/A3/31/20231,991-415-805-658N/A12/31/20222,140-252-473-354N/A9/30/20222,287-291-269-120N/A6/30/20222,338-306-518-329N/A3/31/20222,270-439-520-325N/A12/31/20212,137-589-863-639N/A9/30/20211,807-695-1,020-804N/A12/31/20201,081-2,327-656-558N/A12/31/2019398-584N/A-542N/A12/31/2018115-537N/A-428N/A12/31/201784-998N/A-312N/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: 688220は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.4% ) よりも高い成長率であると考えられます。収益対市場: 688220今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 688220今後 3 年以内に収益を上げることが予想されます。収益対市場: 688220の収益 ( 28.2% ) CN市場 ( 16.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 688220の収益 ( 28.2% ) 20%よりも速いペースで成長すると予測されています。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: 688220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 ( 7.7 %)。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2026/05/21 21:53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ASR Microelectronics Co., Ltd. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Kai LiuEverbright Securities Co. Ltd.Lynn LuoGoldman SachsJian HuGuosen Securities Co., Ltd.4 その他のアナリストを表示
Breakeven Date Change • May 13No longer forecast to breakevenThe 4 analysts covering ASR Microelectronics no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of CN¥205.7m in 2026. New consensus forecast suggests the company will make a loss of CN¥226.7m in 2026.
Breakeven Date Change • Apr 04Forecast to breakeven in 2026The 3 analysts covering ASR Microelectronics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 65% per year to 2025. The company is expected to make a profit of CN¥205.7m in 2026. Average annual earnings growth of 65% is required to achieve expected profit on schedule.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Zhan Hu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 31ASR Microelectronics Co., Ltd., Annual General Meeting, Apr 21, 2026ASR Microelectronics Co., Ltd., Annual General Meeting, Apr 21, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China
お知らせ • Mar 30ASR Microelectronics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026ASR Microelectronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26ASR Microelectronics Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026ASR Microelectronics Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
お知らせ • Sep 30ASR Microelectronics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025ASR Microelectronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30ASR Microelectronics Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025ASR Microelectronics Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • Apr 30ASR Microelectronics Co., Ltd., Annual General Meeting, May 20, 2025ASR Microelectronics Co., Ltd., Annual General Meeting, May 20, 2025, at 10:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China
お知らせ • Mar 28ASR Microelectronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025ASR Microelectronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 27ASR Microelectronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025ASR Microelectronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: CN¥0.36 loss per share (vs CN¥0.23 loss in 3Q 2023)Third quarter 2024 results: CN¥0.36 loss per share (further deteriorated from CN¥0.23 loss in 3Q 2023). Revenue: CN¥884.5m (up 12% from 3Q 2023). Net loss: CN¥147.8m (loss widened 64% from 3Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
New Risk • Sep 30New 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 7.3% 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: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CN¥18m net loss in 2 years). Share price has been volatile over the past 3 months (7.3% average weekly change).
お知らせ • Sep 30ASR Microelectronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024ASR Microelectronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
New Risk • Sep 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥435m Forecast net loss in 2 years: CN¥18m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Reported Earnings • Sep 02Second quarter 2024 earnings released: CN¥0.34 loss per share (vs CN¥0.29 loss in 2Q 2023)Second quarter 2024 results: CN¥0.34 loss per share. Revenue: CN¥825.1m (up 27% from 2Q 2023). Net loss: CN¥139.4m (flat on 2Q 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
お知らせ • Jun 28ASR Microelectronics Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024ASR Microelectronics Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
New Risk • May 16New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥435m Forecast net loss in 2 years: CN¥29m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Breakeven Date Change • May 13No longer forecast to breakevenThe 4 analysts covering ASR Microelectronics no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of CN¥205.7m in 2026. New consensus forecast suggests the company will make a loss of CN¥226.7m in 2026.
Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.31 loss per share (vs CN¥0.55 loss in 1Q 2023)First quarter 2024 results: CN¥0.31 loss per share (improved from CN¥0.55 loss in 1Q 2023). Revenue: CN¥830.1m (up 103% from 1Q 2023). Net loss: CN¥125.3m (loss narrowed 36% from 1Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
Breakeven Date Change • Apr 04Forecast to breakeven in 2026The 3 analysts covering ASR Microelectronics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 65% per year to 2025. The company is expected to make a profit of CN¥205.7m in 2026. Average annual earnings growth of 65% is required to achieve expected profit on schedule.
Reported Earnings • Apr 02Full year 2023 earnings released: CN¥1.22 loss per share (vs CN¥0.61 loss in FY 2022)Full year 2023 results: CN¥1.22 loss per share (further deteriorated from CN¥0.61 loss in FY 2022). Revenue: CN¥2.60b (up 22% from FY 2022). Net loss: CN¥505.8m (loss widened 101% from FY 2022). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.
お知らせ • Mar 30ASR Microelectronics Co., Ltd., Annual General Meeting, Apr 19, 2024ASR Microelectronics Co., Ltd., Annual General Meeting, Apr 19, 2024, at 10:00 China Standard Time. Location: 8F, Building 10, No. 399, Keyuan Road, Free Trade Experimental Zone, Shanghai China
お知らせ • Mar 29ASR Microelectronics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024ASR Microelectronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Feb 24Full year 2023 earnings released: CN¥1.23 loss per share (vs CN¥0.61 loss in FY 2022)Full year 2023 results: CN¥1.23 loss per share (further deteriorated from CN¥0.61 loss in FY 2022). Revenue: CN¥2.60b (up 22% from FY 2022). Net loss: CN¥510.9m (loss widened 103% from FY 2022). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.
New Risk • Nov 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥492m Forecast net loss in 2 years: CN¥30m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 02Third quarter 2023 earnings released: CN¥0.23 loss per share (vs CN¥0.24 loss in 3Q 2022)Third quarter 2023 results: CN¥0.23 loss per share (improved from CN¥0.24 loss in 3Q 2022). Revenue: CN¥787.3m (up 57% from 3Q 2022). Net loss: CN¥90.4m (loss narrowed 7.8% from 3Q 2022). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.
New Risk • Sep 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥499m Forecast net loss in 2 years: CN¥23m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.29 loss per share (vs CN¥0.13 loss in 2Q 2022)Second quarter 2023 results: CN¥0.29 loss per share (further deteriorated from CN¥0.13 loss in 2Q 2022). Revenue: CN¥648.6m (up 24% from 2Q 2022). Net loss: CN¥140.3m (loss widened 151% from 2Q 2022). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.
Board Change • Jul 06Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 1 highly experienced director. 2 independent directors (3 non-independent directors). Chairman of the Board & GM Baojia Dai is the most experienced director on the board, commencing their role in 2015. Independent Director Ke Zhang was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Feb 15ASR Microelectronics Co., Ltd. (SHSE:688220) announces an Equity Buyback for CNY 1,000 million worth of its shares.ASR Microelectronics Co., Ltd. (SHSE:688220) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares. The shares will be purchased at a price not exceeding CNY 88 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan in the future and will be transferred within three years after the implementation of share repurchase results and the announcement of share changes. If the company fails to complete the transfer within the prescribed time limit, it will perform the procedure of reducing the registered capital according to law, and the shares that have not been transferred will be cancelled. The program will be funded from company's over-raised funds. The program will be valid for 12 months.