View Financial HealthSemitronix 配当と自社株買い配当金 基準チェック /16Semitronix配当を支払う会社であり、現在の利回りは0.2%で、収益によって十分にカバーされています。主要情報0.2%配当利回り0.6%バイバック利回り総株主利回り0.8%将来の配当利回り0.2%配当成長-22.5%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向43%最近の配当と自社株買いの更新Declared Dividend • May 19Dividend reduced to CN¥0.25Dividend of CN¥0.25 is 43% lower than last year. Ex-date: 23rd May 2025 Payment date: 23rd May 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 22Semitronix Corporation Proposes Final Cash Dividend for the Year 2024Semitronix Corporation proposed final cash dividend/10 shares (tax included) of CNY 2.50000000 for the year 2024.お知らせ • May 11Semitronix Corporation Approves Cash Dividend for the Year 2023Semitronix Corporation at its Annual General Meeting held on 09 May 2024, approved cash dividend per ten shares (tax included) of CNY 4.40000000 for the year 2023.お知らせ • Apr 12Semitronix Corporation (SZSE:301095) announces an Equity Buyback for CNY 160 million worth of its shares.Semitronix Corporation (SZSE:301095) announces a share repurchase program. Under the program, the company will repurchase up to CNY 160 million worth of its shares. The repurchase price will not more than CNY 80 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be funded using funds raised from the company’s initial public offering of shares. The repurchase period will be not more than 12 months.すべての更新を表示Recent updatesReported Earnings • Apr 23Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.45 (up from CN¥0.40 in FY 2024). Revenue: CN¥735.0m (up 34% from FY 2024). Net income: CN¥88.7m (up 11% from FY 2024). Profit margin: 12% (down from 15% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23Semitronix Corporation, Annual General Meeting, May 18, 2026Semitronix Corporation, Annual General Meeting, May 18, 2026, at 14:00 China Standard Time. Location: No. 1095, Chaoyong Road, Puyan Subdistrict, Binjiang District, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Semitronix Corporation to Report Q1, 2026 Results on Apr 27, 2026Semitronix Corporation announced that they will report Q1, 2026 results on Apr 27, 2026New Risk • Mar 03New 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 7.6% 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 Risk High level of non-cash earnings (22% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).お知らせ • Dec 31Semitronix Corporation to Report Fiscal Year 2025 Results on Apr 23, 2026Semitronix Corporation announced that they will report fiscal year 2025 results on Apr 23, 2026New Risk • Oct 31New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10.0% average weekly change). High level of non-cash earnings (22% accrual ratio).Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.027 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.11 (up from CN¥0.027 in 3Q 2024). Revenue: CN¥181.8m (up 57% from 3Q 2024). Net income: CN¥21.3m (up 312% from 3Q 2024). Profit margin: 12% (up from 4.5% in 3Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. 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 14% per year.お知らせ • Sep 30Semitronix Corporation to Report Q3, 2025 Results on Oct 30, 2025Semitronix Corporation announced that they will report Q3, 2025 results on Oct 30, 2025Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: CN¥0.15 (vs CN¥0.13 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.15 (up from CN¥0.13 in 2Q 2024). Revenue: CN¥179.5m (up 40% from 2Q 2024). Net income: CN¥29.4m (up 16% from 2Q 2024). Profit margin: 16% (down from 20% in 2Q 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.New Risk • Aug 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risk Large one-off items impacting financial results.お知らせ • Jul 02Semitronix Corporation to Report First Half, 2025 Results on Aug 18, 2025Semitronix Corporation announced that they will report first half, 2025 results on Aug 18, 2025New Risk • May 29New 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 8.5% 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 Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results.Declared Dividend • May 19Dividend reduced to CN¥0.25Dividend of CN¥0.25 is 43% lower than last year. Ex-date: 23rd May 2025 Payment date: 23rd May 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Apr 23Price target decreased by 7.7% to CN¥67.21Down from CN¥72.85, the current price target is an average from 3 analysts. New target price is 34% above last closing price of CN¥50.29. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of CN¥0.64 for next year compared to CN¥0.40 last year.Board Change • Apr 22High number of new directorsDeputy GM Non-Independent Director Meijun Lu was the last director to join the board, commencing their role in 2023.お知らせ • Apr 22Semitronix Corporation Proposes Final Cash Dividend for the Year 2024Semitronix Corporation proposed final cash dividend/10 shares (tax included) of CNY 2.50000000 for the year 2024.お知らせ • Apr 21Semitronix Corporation, Annual General Meeting, May 12, 2025Semitronix Corporation, Annual General Meeting, May 12, 2025, at 14:00 China Standard Time. Location: 4F, Building A1, No. 188, Lianchuang Street, Wuchang Subdistrict, Yuhang District, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Semitronix Corporation to Report Q1, 2025 Results on Apr 26, 2025Semitronix Corporation announced that they will report Q1, 2025 results on Apr 26, 2025分析記事 • Feb 26Semitronix Corporation (SZSE:301095) Stocks Shoot Up 25% But Its P/S Still Looks ReasonableThose holding Semitronix Corporation ( SZSE:301095 ) shares would be relieved that the share price has rebounded 25% in...分析記事 • Jan 02Semitronix Corporation's (SZSE:301095) Stock Retreats 25% But Revenues Haven't Escaped The Attention Of InvestorsThe Semitronix Corporation ( SZSE:301095 ) share price has softened a substantial 25% over the previous 30 days...お知らせ • Dec 31Semitronix Corporation to Report Fiscal Year 2024 Results on Apr 21, 2025Semitronix Corporation announced that they will report fiscal year 2024 results on Apr 21, 2025分析記事 • Oct 28Semitronix Corporation's (SZSE:301095) 31% Jump Shows Its Popularity With InvestorsSemitronix Corporation ( SZSE:301095 ) shares have continued their recent momentum with a 31% gain in the last month...Price Target Changed • Oct 25Price target increased by 8.5% to CN¥66.27Up from CN¥61.09, the current price target is an average from 2 analysts. New target price is 29% above last closing price of CN¥51.17. Stock is down 42% over the past year. The company is forecast to post earnings per share of CN¥0.70 for next year compared to CN¥0.64 last year.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: CN¥0.027 (vs CN¥0.14 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.027 (down from CN¥0.14 in 3Q 2023). Revenue: CN¥115.5m (down 10% from 3Q 2023). Net income: CN¥5.17m (down 82% from 3Q 2023). Profit margin: 4.5% (down from 22% in 3Q 2023). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software 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 7.6% 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 Risk High level of non-cash earnings (37% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (21% net profit margin).お知らせ • Sep 30Semitronix Corporation to Report Q3, 2024 Results on Oct 24, 2024Semitronix Corporation announced that they will report Q3, 2024 results on Oct 24, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥41.49, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 31x in the Software industry in China. Total loss to shareholders of 47% over the past year.Major Estimate Revision • Aug 29Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥743.5m to CN¥706.3m. EPS estimate also fell from CN¥1.01 per share to CN¥0.745 per share. Net income forecast to grow 89% next year vs 54% growth forecast for Software industry in China. Consensus price target down from CN¥66.03 to CN¥61.09. Share price was steady at CN¥37.41 over the past week.Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.095 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.095 in 2Q 2023). Revenue: CN¥127.9m (up 21% from 2Q 2023). Net income: CN¥25.4m (up 35% from 2Q 2023). Profit margin: 20% (up from 18% in 2Q 2023). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.お知らせ • Jun 29Semitronix Corporation to Report First Half, 2024 Results on Aug 23, 2024Semitronix Corporation announced that they will report first half, 2024 results on Aug 23, 2024お知らせ • May 11Semitronix Corporation Approves Cash Dividend for the Year 2023Semitronix Corporation at its Annual General Meeting held on 09 May 2024, approved cash dividend per ten shares (tax included) of CNY 4.40000000 for the year 2023.分析記事 • Apr 25Semitronix's (SZSE:301095) Shareholders Have More To Worry About Than Lackluster EarningsSemitronix Corporation's ( SZSE:301095 ) lackluster earnings announcement last week disappointed investors. We think...Major Estimate Revision • Apr 25Consensus revenue estimates fall by 23%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥997.0m to CN¥767.9m. EPS estimate fell from CN¥1.46 to CN¥1.01 per share. Net income forecast to grow 143% next year vs 66% growth forecast for Software industry in China. Consensus price target down from CN¥103 to CN¥90.69. Share price fell 9.9% to CN¥49.65 over the past week.Reported Earnings • Apr 20First quarter 2024 earnings released: CN¥0.11 loss per share (vs CN¥0.02 profit in 1Q 2023)First quarter 2024 results: CN¥0.11 loss per share (down from CN¥0.02 profit in 1Q 2023). Revenue: CN¥43.9m (up 101% from 1Q 2023). Net loss: CN¥22.9m (down CN¥26.9m from profit in 1Q 2023). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China.お知らせ • Apr 20Semitronix Corporation, Annual General Meeting, May 09, 2024Semitronix Corporation, Annual General Meeting, May 09, 2024, at 14:00 China Standard Time. Location: 4F, Building A1, No. 188, Lianchuang Street, Wuchang Subdistrict, Yuhang District, Hangzhou, Zhejiang Chinaお知らせ • Apr 12Semitronix Corporation (SZSE:301095) announces an Equity Buyback for CNY 160 million worth of its shares.Semitronix Corporation (SZSE:301095) announces a share repurchase program. Under the program, the company will repurchase up to CNY 160 million worth of its shares. The repurchase price will not more than CNY 80 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be funded using funds raised from the company’s initial public offering of shares. The repurchase period will be not more than 12 months.お知らせ • Mar 30Semitronix Corporation to Report Q1, 2024 Results on Apr 19, 2024Semitronix Corporation announced that they will report Q1, 2024 results on Apr 19, 2024分析記事 • Mar 25Here's Why Semitronix (SZSE:301095) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 04Semitronix Corporation's (SZSE:301095) 27% Jump Shows Its Popularity With InvestorsSemitronix Corporation ( SZSE:301095 ) shareholders are no doubt pleased to see that the share price has bounced 27% in...お知らせ • Dec 30Semitronix Corporation to Report Fiscal Year 2023 Results on Apr 19, 2024Semitronix Corporation announced that they will report fiscal year 2023 results on Apr 19, 2024お知らせ • Nov 23Semitronix Corporation Approves Management AppointmentsSemitronix Corporation at its Extraordinary General Meeting held on 20 November 2023, approved election and nomination of LU MEIJUN as non-independent director; election and nomination of Yang Huazhong, Zhu Chafen and Liu Jun as independent directors; election and nomination of Pan Weiwei and Gao Yuan as non-employee supervisors.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.20 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.14 (down from CN¥0.20 in 3Q 2022). Revenue: CN¥128.7m (up 30% from 3Q 2022). Net income: CN¥28.2m (down 15% from 3Q 2022). Profit margin: 22% (down from 34% in 3Q 2022). Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.お知らせ • Sep 30Semitronix Corporation to Report Q3, 2023 Results on Oct 25, 2023Semitronix Corporation announced that they will report Q3, 2023 results on Oct 25, 2023Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.095 (vs CN¥0.092 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.095 (up from CN¥0.092 in 2Q 2022). Revenue: CN¥105.5m (up 65% from 2Q 2022). Net income: CN¥18.8m (up 43% from 2Q 2022). Profit margin: 18% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China.New Risk • Jun 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (56% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 25Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: CN¥0.20. Net income: CN¥33.3m (up CN¥33.3m from 3Q 2021). Revenue is forecast to grow 55% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.Reported Earnings • Aug 31First half 2022 earnings released: EPS: CN¥0.004 (vs CN¥0.021 loss in 1H 2021)First half 2022 results: EPS: CN¥0.004 (up from CN¥0.021 loss in 1H 2021). Revenue: CN¥77.7m (up 243% from 1H 2021). Net income: CN¥575.3k (up CN¥3.79m from 1H 2021). Profit margin: 0.7% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 104%, compared to a 47% growth forecast for the Semiconductor industry in China.決済の安定と成長配当データの取得安定した配当: 301095は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: 301095は3年間のみ配当金を支払っており、それ以降は支払額が減少しています。配当利回り対市場Semitronix 配当利回り対市場301095 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (301095)0.2%市場下位25% (CN)0.4%市場トップ25% (CN)1.9%業界平均 (Software)0.5%アナリスト予想 (301095) (最長3年)0.2%注目すべき配当: 301095の配当金 ( 0.2% ) はCN市場の配当金支払者の下位 25% ( 0.36% ) と比べると目立ったものではありません。高配当: 301095の配当金 ( 0.2% ) はCN市場の配当金支払者の上位 25% ( 1.91% ) と比較すると低いです。株主への利益配当収益カバレッジ: 301095の 配当性向 ( 43% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 301095は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management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 01:35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Semitronix Corporation 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。4 アナリスト機関null nullChina International Capital Corporation LimitedZhihao WangChina International Capital Corporation LimitedYa Li GuoHuatai Research1 その他のアナリストを表示
Declared Dividend • May 19Dividend reduced to CN¥0.25Dividend of CN¥0.25 is 43% lower than last year. Ex-date: 23rd May 2025 Payment date: 23rd May 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 22Semitronix Corporation Proposes Final Cash Dividend for the Year 2024Semitronix Corporation proposed final cash dividend/10 shares (tax included) of CNY 2.50000000 for the year 2024.
お知らせ • May 11Semitronix Corporation Approves Cash Dividend for the Year 2023Semitronix Corporation at its Annual General Meeting held on 09 May 2024, approved cash dividend per ten shares (tax included) of CNY 4.40000000 for the year 2023.
お知らせ • Apr 12Semitronix Corporation (SZSE:301095) announces an Equity Buyback for CNY 160 million worth of its shares.Semitronix Corporation (SZSE:301095) announces a share repurchase program. Under the program, the company will repurchase up to CNY 160 million worth of its shares. The repurchase price will not more than CNY 80 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be funded using funds raised from the company’s initial public offering of shares. The repurchase period will be not more than 12 months.
Reported Earnings • Apr 23Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.45 (up from CN¥0.40 in FY 2024). Revenue: CN¥735.0m (up 34% from FY 2024). Net income: CN¥88.7m (up 11% from FY 2024). Profit margin: 12% (down from 15% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23Semitronix Corporation, Annual General Meeting, May 18, 2026Semitronix Corporation, Annual General Meeting, May 18, 2026, at 14:00 China Standard Time. Location: No. 1095, Chaoyong Road, Puyan Subdistrict, Binjiang District, Hangzhou, Zhejiang China
お知らせ • Mar 31Semitronix Corporation to Report Q1, 2026 Results on Apr 27, 2026Semitronix Corporation announced that they will report Q1, 2026 results on Apr 27, 2026
New Risk • Mar 03New 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 7.6% 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 Risk High level of non-cash earnings (22% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).
お知らせ • Dec 31Semitronix Corporation to Report Fiscal Year 2025 Results on Apr 23, 2026Semitronix Corporation announced that they will report fiscal year 2025 results on Apr 23, 2026
New Risk • Oct 31New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10.0% average weekly change). High level of non-cash earnings (22% accrual ratio).
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.027 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.11 (up from CN¥0.027 in 3Q 2024). Revenue: CN¥181.8m (up 57% from 3Q 2024). Net income: CN¥21.3m (up 312% from 3Q 2024). Profit margin: 12% (up from 4.5% in 3Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. 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 14% per year.
お知らせ • Sep 30Semitronix Corporation to Report Q3, 2025 Results on Oct 30, 2025Semitronix Corporation announced that they will report Q3, 2025 results on Oct 30, 2025
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: CN¥0.15 (vs CN¥0.13 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.15 (up from CN¥0.13 in 2Q 2024). Revenue: CN¥179.5m (up 40% from 2Q 2024). Net income: CN¥29.4m (up 16% from 2Q 2024). Profit margin: 16% (down from 20% in 2Q 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.
New Risk • Aug 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risk Large one-off items impacting financial results.
お知らせ • Jul 02Semitronix Corporation to Report First Half, 2025 Results on Aug 18, 2025Semitronix Corporation announced that they will report first half, 2025 results on Aug 18, 2025
New Risk • May 29New 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 8.5% 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 Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results.
Declared Dividend • May 19Dividend reduced to CN¥0.25Dividend of CN¥0.25 is 43% lower than last year. Ex-date: 23rd May 2025 Payment date: 23rd May 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Apr 23Price target decreased by 7.7% to CN¥67.21Down from CN¥72.85, the current price target is an average from 3 analysts. New target price is 34% above last closing price of CN¥50.29. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of CN¥0.64 for next year compared to CN¥0.40 last year.
Board Change • Apr 22High number of new directorsDeputy GM Non-Independent Director Meijun Lu was the last director to join the board, commencing their role in 2023.
お知らせ • Apr 22Semitronix Corporation Proposes Final Cash Dividend for the Year 2024Semitronix Corporation proposed final cash dividend/10 shares (tax included) of CNY 2.50000000 for the year 2024.
お知らせ • Apr 21Semitronix Corporation, Annual General Meeting, May 12, 2025Semitronix Corporation, Annual General Meeting, May 12, 2025, at 14:00 China Standard Time. Location: 4F, Building A1, No. 188, Lianchuang Street, Wuchang Subdistrict, Yuhang District, Hangzhou, Zhejiang China
お知らせ • Mar 31Semitronix Corporation to Report Q1, 2025 Results on Apr 26, 2025Semitronix Corporation announced that they will report Q1, 2025 results on Apr 26, 2025
分析記事 • Feb 26Semitronix Corporation (SZSE:301095) Stocks Shoot Up 25% But Its P/S Still Looks ReasonableThose holding Semitronix Corporation ( SZSE:301095 ) shares would be relieved that the share price has rebounded 25% in...
分析記事 • Jan 02Semitronix Corporation's (SZSE:301095) Stock Retreats 25% But Revenues Haven't Escaped The Attention Of InvestorsThe Semitronix Corporation ( SZSE:301095 ) share price has softened a substantial 25% over the previous 30 days...
お知らせ • Dec 31Semitronix Corporation to Report Fiscal Year 2024 Results on Apr 21, 2025Semitronix Corporation announced that they will report fiscal year 2024 results on Apr 21, 2025
分析記事 • Oct 28Semitronix Corporation's (SZSE:301095) 31% Jump Shows Its Popularity With InvestorsSemitronix Corporation ( SZSE:301095 ) shares have continued their recent momentum with a 31% gain in the last month...
Price Target Changed • Oct 25Price target increased by 8.5% to CN¥66.27Up from CN¥61.09, the current price target is an average from 2 analysts. New target price is 29% above last closing price of CN¥51.17. Stock is down 42% over the past year. The company is forecast to post earnings per share of CN¥0.70 for next year compared to CN¥0.64 last year.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: CN¥0.027 (vs CN¥0.14 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.027 (down from CN¥0.14 in 3Q 2023). Revenue: CN¥115.5m (down 10% from 3Q 2023). Net income: CN¥5.17m (down 82% from 3Q 2023). Profit margin: 4.5% (down from 22% in 3Q 2023). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software 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 7.6% 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 Risk High level of non-cash earnings (37% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (21% net profit margin).
お知らせ • Sep 30Semitronix Corporation to Report Q3, 2024 Results on Oct 24, 2024Semitronix Corporation announced that they will report Q3, 2024 results on Oct 24, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥41.49, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 31x in the Software industry in China. Total loss to shareholders of 47% over the past year.
Major Estimate Revision • Aug 29Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥743.5m to CN¥706.3m. EPS estimate also fell from CN¥1.01 per share to CN¥0.745 per share. Net income forecast to grow 89% next year vs 54% growth forecast for Software industry in China. Consensus price target down from CN¥66.03 to CN¥61.09. Share price was steady at CN¥37.41 over the past week.
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.095 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.095 in 2Q 2023). Revenue: CN¥127.9m (up 21% from 2Q 2023). Net income: CN¥25.4m (up 35% from 2Q 2023). Profit margin: 20% (up from 18% in 2Q 2023). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.
お知らせ • Jun 29Semitronix Corporation to Report First Half, 2024 Results on Aug 23, 2024Semitronix Corporation announced that they will report first half, 2024 results on Aug 23, 2024
お知らせ • May 11Semitronix Corporation Approves Cash Dividend for the Year 2023Semitronix Corporation at its Annual General Meeting held on 09 May 2024, approved cash dividend per ten shares (tax included) of CNY 4.40000000 for the year 2023.
分析記事 • Apr 25Semitronix's (SZSE:301095) Shareholders Have More To Worry About Than Lackluster EarningsSemitronix Corporation's ( SZSE:301095 ) lackluster earnings announcement last week disappointed investors. We think...
Major Estimate Revision • Apr 25Consensus revenue estimates fall by 23%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥997.0m to CN¥767.9m. EPS estimate fell from CN¥1.46 to CN¥1.01 per share. Net income forecast to grow 143% next year vs 66% growth forecast for Software industry in China. Consensus price target down from CN¥103 to CN¥90.69. Share price fell 9.9% to CN¥49.65 over the past week.
Reported Earnings • Apr 20First quarter 2024 earnings released: CN¥0.11 loss per share (vs CN¥0.02 profit in 1Q 2023)First quarter 2024 results: CN¥0.11 loss per share (down from CN¥0.02 profit in 1Q 2023). Revenue: CN¥43.9m (up 101% from 1Q 2023). Net loss: CN¥22.9m (down CN¥26.9m from profit in 1Q 2023). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China.
お知らせ • Apr 20Semitronix Corporation, Annual General Meeting, May 09, 2024Semitronix Corporation, Annual General Meeting, May 09, 2024, at 14:00 China Standard Time. Location: 4F, Building A1, No. 188, Lianchuang Street, Wuchang Subdistrict, Yuhang District, Hangzhou, Zhejiang China
お知らせ • Apr 12Semitronix Corporation (SZSE:301095) announces an Equity Buyback for CNY 160 million worth of its shares.Semitronix Corporation (SZSE:301095) announces a share repurchase program. Under the program, the company will repurchase up to CNY 160 million worth of its shares. The repurchase price will not more than CNY 80 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be funded using funds raised from the company’s initial public offering of shares. The repurchase period will be not more than 12 months.
お知らせ • Mar 30Semitronix Corporation to Report Q1, 2024 Results on Apr 19, 2024Semitronix Corporation announced that they will report Q1, 2024 results on Apr 19, 2024
分析記事 • Mar 25Here's Why Semitronix (SZSE:301095) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 04Semitronix Corporation's (SZSE:301095) 27% Jump Shows Its Popularity With InvestorsSemitronix Corporation ( SZSE:301095 ) shareholders are no doubt pleased to see that the share price has bounced 27% in...
お知らせ • Dec 30Semitronix Corporation to Report Fiscal Year 2023 Results on Apr 19, 2024Semitronix Corporation announced that they will report fiscal year 2023 results on Apr 19, 2024
お知らせ • Nov 23Semitronix Corporation Approves Management AppointmentsSemitronix Corporation at its Extraordinary General Meeting held on 20 November 2023, approved election and nomination of LU MEIJUN as non-independent director; election and nomination of Yang Huazhong, Zhu Chafen and Liu Jun as independent directors; election and nomination of Pan Weiwei and Gao Yuan as non-employee supervisors.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.20 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.14 (down from CN¥0.20 in 3Q 2022). Revenue: CN¥128.7m (up 30% from 3Q 2022). Net income: CN¥28.2m (down 15% from 3Q 2022). Profit margin: 22% (down from 34% in 3Q 2022). Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.
お知らせ • Sep 30Semitronix Corporation to Report Q3, 2023 Results on Oct 25, 2023Semitronix Corporation announced that they will report Q3, 2023 results on Oct 25, 2023
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.095 (vs CN¥0.092 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.095 (up from CN¥0.092 in 2Q 2022). Revenue: CN¥105.5m (up 65% from 2Q 2022). Net income: CN¥18.8m (up 43% from 2Q 2022). Profit margin: 18% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China.
New Risk • Jun 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (56% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 25Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: CN¥0.20. Net income: CN¥33.3m (up CN¥33.3m from 3Q 2021). Revenue is forecast to grow 55% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.
Reported Earnings • Aug 31First half 2022 earnings released: EPS: CN¥0.004 (vs CN¥0.021 loss in 1H 2021)First half 2022 results: EPS: CN¥0.004 (up from CN¥0.021 loss in 1H 2021). Revenue: CN¥77.7m (up 243% from 1H 2021). Net income: CN¥575.3k (up CN¥3.79m from 1H 2021). Profit margin: 0.7% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 104%, compared to a 47% growth forecast for the Semiconductor industry in China.