View ValuationShengyi TechnologyLtd 将来の成長Future 基準チェック /56Shengyi TechnologyLtd利益と収益がそれぞれ年間25.6%と21.2%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34.5% 25.6%なると予測されています。主要情報25.6%収益成長率25.56%EPS成長率Electronic 収益成長32.1%収益成長率21.2%将来の株主資本利益率34.53%アナリストカバレッジGood最終更新日29 Apr 2026今後の成長に関する最新情報Price Target Changed • Mar 20Price target increased by 7.8% to CN¥79.86Up from CN¥74.06, the current price target is an average from 10 analysts. New target price is 33% above last closing price of CN¥60.22. Stock is up 109% over the past year. The company is forecast to post earnings per share of CN¥2.21 for next year compared to CN¥1.39 last year.Price Target Changed • Jan 21Price target increased by 9.0% to CN¥73.26Up from CN¥67.23, the current price target is an average from 9 analysts. New target price is 5.8% above last closing price of CN¥69.23. Stock is up 125% over the past year. The company is forecast to post earnings per share of CN¥1.45 for next year compared to CN¥0.74 last year.Major Estimate Revision • Nov 04Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥26.1b to CN¥28.6b. EPS estimate increased from CN¥1.29 to CN¥1.43 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥47.68 to CN¥56.48. Share price fell 6.4% to CN¥63.08 over the past week.Price Target Changed • Oct 25Price target increased by 9.4% to CN¥47.68Up from CN¥43.60, the current price target is an average from 9 analysts. New target price is 18% below last closing price of CN¥58.50. Stock is up 193% over the past year. The company is forecast to post earnings per share of CN¥1.28 for next year compared to CN¥0.74 last year.Price Target Changed • Aug 18Price target increased by 11% to CN¥41.43Up from CN¥37.27, the current price target is an average from 9 analysts. New target price is 7.3% below last closing price of CN¥44.69. Stock is up 143% over the past year. The company is forecast to post earnings per share of CN¥1.32 for next year compared to CN¥0.74 last year.Major Estimate Revision • Jul 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥24.3b to CN¥25.5b. EPS estimate increased from CN¥1.07 to CN¥1.19 per share. Net income forecast to grow 60% next year vs 45% growth forecast for Electronic industry in China. Consensus price target up from CN¥31.28 to CN¥35.80. Share price rose 7.7% to CN¥38.46 over the past week.すべての更新を表示Recent updatesReported Earnings • Apr 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥1.39 (up from CN¥0.74 in FY 2024). Revenue: CN¥28.4b (up 39% from FY 2024). Net income: CN¥3.33b (up 92% from FY 2024). Profit margin: 12% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 25Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong ChinaValuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥61.21, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥49.39 per share.Buy Or Sell Opportunity • Apr 10Now 24% overvaluedOver the last 90 days, the stock has fallen 13% to CN¥61.21. The fair value is estimated to be CN¥49.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 67% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.お知らせ • Mar 30Shengyi Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shengyi Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026Price Target Changed • Mar 20Price target increased by 7.8% to CN¥79.86Up from CN¥74.06, the current price target is an average from 10 analysts. New target price is 33% above last closing price of CN¥60.22. Stock is up 109% over the past year. The company is forecast to post earnings per share of CN¥2.21 for next year compared to CN¥1.39 last year.Reported Earnings • Feb 28Full year 2025 earnings released: EPS: CN¥1.39 (vs CN¥0.74 in FY 2024)Full year 2025 results: EPS: CN¥1.39 (up from CN¥0.74 in FY 2024). Revenue: CN¥28.4b (up 39% from FY 2024). Net income: CN¥3.33b (up 92% from FY 2024). Profit margin: 12% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jan 21Price target increased by 9.0% to CN¥73.26Up from CN¥67.23, the current price target is an average from 9 analysts. New target price is 5.8% above last closing price of CN¥69.23. Stock is up 125% over the past year. The company is forecast to post earnings per share of CN¥1.45 for next year compared to CN¥0.74 last year.お知らせ • Dec 26Shengyi Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥70.68, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 428% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.51 per share.Major Estimate Revision • Nov 04Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥26.1b to CN¥28.6b. EPS estimate increased from CN¥1.29 to CN¥1.43 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥47.68 to CN¥56.48. Share price fell 6.4% to CN¥63.08 over the past week.Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: CN¥0.42 (up from CN¥0.18 in 3Q 2024). Revenue: CN¥7.93b (up 55% from 3Q 2024). Net income: CN¥1.02b (up 131% from 3Q 2024). Profit margin: 13% (up from 8.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥64.35, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 404% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥38.15 per share.New Risk • Oct 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 133% Dividend yield: 1.0% 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 Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 133%Price Target Changed • Oct 25Price target increased by 9.4% to CN¥47.68Up from CN¥43.60, the current price target is an average from 9 analysts. New target price is 18% below last closing price of CN¥58.50. Stock is up 193% over the past year. The company is forecast to post earnings per share of CN¥1.28 for next year compared to CN¥0.74 last year.お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥53.76, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.46 per share.New Risk • Sep 09New 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 8.8% 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 (8.8% average weekly change). Minor Risk Dividend is not well covered by cash flows (133% cash payout ratio).Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥52.50, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 256% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.95 per share.Price Target Changed • Aug 18Price target increased by 11% to CN¥41.43Up from CN¥37.27, the current price target is an average from 9 analysts. New target price is 7.3% below last closing price of CN¥44.69. Stock is up 143% over the past year. The company is forecast to post earnings per share of CN¥1.32 for next year compared to CN¥0.74 last year.Reported Earnings • Aug 17Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: CN¥0.35 (up from CN¥0.23 in 2Q 2024). Revenue: CN¥7.07b (up 36% from 2Q 2024). Net income: CN¥862.8m (up 60% from 2Q 2024). Profit margin: 12% (up from 10% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 53% to CN¥42.62. The fair value is estimated to be CN¥34.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.Buy Or Sell Opportunity • Jul 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to CN¥38.85. The fair value is estimated to be CN¥32.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 96% in the next 2 years.Major Estimate Revision • Jul 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥24.3b to CN¥25.5b. EPS estimate increased from CN¥1.07 to CN¥1.19 per share. Net income forecast to grow 60% next year vs 45% growth forecast for Electronic industry in China. Consensus price target up from CN¥31.28 to CN¥35.80. Share price rose 7.7% to CN¥38.46 over the past week.New Risk • Jul 21New 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 6.7% 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 Dividend is not well covered by cash flows (223% cash payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥38.41, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 165% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥18.89 per share.Price Target Changed • Jul 18Price target increased by 8.1% to CN¥33.80Up from CN¥31.28, the current price target is an average from 8 analysts. New target price is 7.4% below last closing price of CN¥36.50. Stock is up 64% over the past year. The company is forecast to post earnings per share of CN¥1.15 for next year compared to CN¥0.74 last year.New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 6.0% 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 6.0% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (223% cash payout ratio).お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 16, 2025Shengyi Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 16, 2025Declared Dividend • May 19Dividend increased to CN¥0.60Dividend of CN¥0.60 is 33% higher than last year. Ex-date: 23rd May 2025 Payment date: 23rd May 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (223% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥0.24 (up from CN¥0.17 in 1Q 2024). Revenue: CN¥5.61b (up 27% from 1Q 2024). Net income: CN¥563.6m (up 44% from 1Q 2024). Profit margin: 10.0% (up from 8.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥21.72, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 49% over the past three years.Price Target Changed • Mar 31Price target increased by 8.1% to CN¥29.71Up from CN¥27.49, the current price target is an average from 8 analysts. New target price is 9.2% above last closing price of CN¥27.21. Stock is up 54% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥0.74 last year.Reported Earnings • Mar 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.74 (up from CN¥0.50 in FY 2023). Revenue: CN¥20.4b (up 23% from FY 2023). Net income: CN¥1.74b (up 49% from FY 2023). Profit margin: 8.5% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Mar 29Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong Chinaお知らせ • Mar 28Shengyi Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025Reported Earnings • Feb 28Full year 2024 earnings released: EPS: CN¥0.74 (vs CN¥0.50 in FY 2023)Full year 2024 results: EPS: CN¥0.74 (up from CN¥0.50 in FY 2023). Revenue: CN¥20.4b (up 23% from FY 2023). Net income: CN¥1.74b (up 50% from FY 2023). Profit margin: 8.6% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.New Risk • Feb 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 8.2% 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 Dividend is not well covered by cash flows (154% cash payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change).Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥33.71, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.74 per share.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥29.06, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.56 per share.お知らせ • Dec 27Shengyi Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025Reported Earnings • Oct 29Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.14 in 3Q 2023). Revenue: CN¥5.12b (up 14% from 3Q 2023). Net income: CN¥439.8m (up 28% from 3Q 2023). Profit margin: 8.6% (up from 7.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 30% 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 • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Shengyi Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to CN¥20.84, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.46 per share.Reported Earnings • Aug 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.13 in 2Q 2023). Revenue: CN¥5.21b (up 26% from 2Q 2023). Net income: CN¥540.4m (up 76% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.New Risk • Aug 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shengyi Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Declared Dividend • May 22Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 24th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years.お知らせ • Apr 17Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong ChinaReported Earnings • Mar 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Mar 29Shengyi Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shengyi Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Mar 01Shengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 millionShengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 million on February 26, 2024.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.50 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Dec 29Shengyi Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 29, 2024Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 29, 2024Major Estimate Revision • Nov 04Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥18.2b to CN¥17.1b. EPS estimate also fell from CN¥0.736 per share to CN¥0.576 per share. Net income forecast to grow 55% next year vs 75% growth forecast for Electronic industry in China. Consensus price target up from CN¥19.62 to CN¥20.24. Share price was steady at CN¥17.47 over the past week.Reported Earnings • Oct 27Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: CN¥0.14 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥4.47b (up 3.8% from 3Q 2022). Net income: CN¥344.0m (up 32% from 3Q 2022). Profit margin: 7.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic 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 11% per year.お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 27, 2023Shengyi Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023Major Estimate Revision • Aug 22Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥17.5b to CN¥15.2b. EPS estimate fell from CN¥0.666 to CN¥0.535 per share. Net income forecast to grow 54% next year vs 60% growth forecast for Electronic industry in China. Consensus price target down from CN¥20.27 to CN¥19.60. Share price fell 5.1% to CN¥14.28 over the past week.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.19 in 2Q 2022). Revenue: CN¥4.12b (down 11% from 2Q 2022). Net income: CN¥307.1m (down 32% from 2Q 2022). Profit margin: 7.4% (down from 9.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Price Target Changed • Aug 10Price target increased by 8.1% to CN¥21.62Up from CN¥20.00, the current price target is an average from 9 analysts. New target price is 37% above last closing price of CN¥15.77. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of CN¥0.88 for next year compared to CN¥0.66 last year.お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 18, 2023Shengyi Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 18, 2023Major Estimate Revision • May 19Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥20.9b to CN¥18.8b. EPS estimate fell from CN¥0.939 to CN¥0.924 per share. Net income forecast to grow 75% next year vs 54% growth forecast for Electronic industry in China. Consensus price target down from CN¥20.00 to CN¥19.45. Share price rose 2.0% to CN¥15.10 over the past week.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.28, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.57 per share.Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.66 (down from CN¥1.23 in FY 2021). Revenue: CN¥18.0b (down 11% from FY 2021). Net income: CN¥1.53b (down 46% from FY 2021). Profit margin: 8.5% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Price Target Changed • Mar 02Price target increased by 7.1% to CN¥18.31Up from CN¥17.09, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥18.51. Stock is down 2.4% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥0.38 last year.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: CN¥0.38 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥0.38 (down from CN¥1.23 in FY 2021). Revenue: CN¥353.5k (down 100% from FY 2021). Net income: CN¥31.3k (down 100% from FY 2021). Profit margin: 8.9% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 79% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 16Price target decreased to CN¥17.17Down from CN¥18.58, the current price target is an average from 11 analysts. New target price is 12% above last closing price of CN¥15.29. Stock is down 38% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥1.23 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Director Liqun Xu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Nov 09Price target decreased to CN¥17.17Down from CN¥18.58, the current price target is an average from 11 analysts. New target price is 21% above last closing price of CN¥14.22. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥1.23 last year.Price Target Changed • Nov 08Price target decreased to CN¥17.61Down from CN¥18.99, the current price target is an average from 11 analysts. New target price is 24% above last closing price of CN¥14.19. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥0.63 for next year compared to CN¥1.23 last year.Major Estimate Revision • Nov 03Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥19.9b to CN¥18.1b. EPS estimate also fell from CN¥0.93 per share to CN¥0.61 per share. Net income forecast to grow 35% next year vs 55% growth forecast for Electronic industry in China. Consensus price target down from CN¥18.99 to CN¥18.58. Share price was steady at CN¥14.19 over the past week.Reported Earnings • Oct 28Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.40 in 3Q 2021). Revenue: CN¥4.30b (down 22% from 3Q 2021). Net income: CN¥261.4m (down 72% from 3Q 2021). Profit margin: 6.1% (down from 17% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 24Now 22% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be CN¥20.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.Major Estimate Revision • Aug 19Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥21.3b to CN¥20.4b. EPS estimate also fell from CN¥1.08 per share to CN¥0.93 per share. Net income forecast to grow 5.2% next year vs 44% growth forecast for Electronic industry in China. Consensus price target down from CN¥21.53 to CN¥20.87. Share price was steady at CN¥17.00 over the past week.Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.38 in 2Q 2021). Revenue: CN¥4.61b (down 14% from 2Q 2021). Net income: CN¥452.8m (down 48% from 2Q 2021). Profit margin: 9.8% (down from 16% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 14%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Price Target Changed • May 27Price target decreased to CN¥22.88Down from CN¥25.19, the current price target is an average from 15 analysts. New target price is 45% above last closing price of CN¥15.76. Stock is down 31% over the past year. The company is forecast to post earnings per share of CN¥1.11 for next year compared to CN¥1.23 last year.Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.24 in 1Q 2021). Revenue: CN¥4.77b (up 5.8% from 1Q 2021). Net income: CN¥482.4m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.9%. Over the next year, revenue is forecast to grow 9.8%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 31Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 11%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be CN¥24.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.55b (up 46% from 3Q 2020). Net income: CN¥924.8m (up 94% from 3Q 2020). Profit margin: 17% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 192% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.37 per share.Reported Earnings • May 04First quarter 2021 earnings released: EPS CN¥0.24 (vs CN¥0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥4.51b (up 47% from 1Q 2020). Net income: CN¥544.3m (up 60% from 1Q 2020). Profit margin: 12% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.74 (vs CN¥0.66 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥14.7b (up 11% from FY 2019). Net income: CN¥1.68b (up 16% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 05Shengyi Technology Co., Ltd. to Report Fiscal Year 2020 Results on Mar 30, 2021Shengyi Technology Co., Ltd. announced that they will report fiscal year 2020 results on Mar 30, 2021Is New 90 Day High Low • Feb 01New 90-day low: CN¥23.34The company is down 6.0% from its price of CN¥24.72 on 03 November 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.89 per share.業績と収益の成長予測SHSE:600183 - 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12/31/202864,76910,2085,9149,585612/31/202748,5857,1923,4845,3141412/31/202639,6715,7991,0964,10963/31/202630,9613,9282,7425,574N/A12/31/202528,4313,3342,8985,274N/A9/30/202526,2572,8101,5693,503N/A6/30/202523,4392,2331,0982,474N/A3/31/202521,5761,9106551,594N/A12/31/202420,3881,7395301,456N/A9/30/202418,9831,6377111,697N/A6/30/202418,3351,5421,3152,318N/A3/31/202417,2531,3081,0242,221N/A12/31/202316,5861,1641,6342,743N/A9/30/202316,6861,2331,7903,082N/A6/30/202316,5211,1501,7963,192N/A3/31/202317,0031,2961,5843,018N/A12/31/202218,0141,5311,2862,820N/A9/30/202218,5721,6879122,560N/A6/30/202219,8172,350-3131,390N/A3/31/202220,5372,768-2781,482N/A12/31/202120,2742,830-111,776N/A9/30/202119,3762,7171921,748N/A6/30/202117,6402,2694642,217N/A3/31/202116,1211,8861451,936N/A12/31/202014,6871,681-31,758N/A9/30/202014,4611,709-3931,429N/A6/30/202014,1471,646-1661,519N/A3/31/202013,5781,5391151,786N/A12/31/201913,2411,449N/A1,692N/A9/30/201912,4771,233N/A1,975N/A6/30/201912,1471,096N/A1,988N/A3/31/201911,8881,000N/A1,769N/A12/31/201811,9811,000N/A1,337N/A9/30/201811,9961,078N/A1,082N/A6/30/201811,7031,068N/A860N/A3/31/201811,1991,040N/A549N/A12/31/201710,7501,075N/A593N/A9/30/201710,1571,055N/A708N/A6/30/20179,497972N/A996N/A3/31/20179,023879N/A1,035N/A12/31/20168,538748N/A1,168N/A9/30/20168,107706N/A1,288N/A6/30/20167,918630N/A1,071N/A3/31/20167,707579N/A1,207N/A12/31/20157,610544N/A1,130N/A9/30/20157,438434N/A528N/A6/30/20157,398465N/A597N/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: 600183の予測収益成長率 (年間25.6% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 600183の収益 ( 25.6% ) CN市場 ( 26.8% ) よりも低い成長が予測されています。高成長収益: 600183の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 600183の収益 ( 21.2% ) CN市場 ( 15.6% ) 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: 600183の収益 ( 21.2% ) 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: 600183の 自己資本利益率 は、3年後には高くなると予測されています ( 34.5 %)成長企業の発掘7D1Y7D1Y7D1YTech 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2026/05/08 19:28終値2026/05/08 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Shengyi Technology Co.,Ltd. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Mike YangBofA Global ResearchQian DeshengChina Galaxy Securities Co., Ltd.Feng GaoChina Galaxy Securities Co., Ltd.23 その他のアナリストを表示
Price Target Changed • Mar 20Price target increased by 7.8% to CN¥79.86Up from CN¥74.06, the current price target is an average from 10 analysts. New target price is 33% above last closing price of CN¥60.22. Stock is up 109% over the past year. The company is forecast to post earnings per share of CN¥2.21 for next year compared to CN¥1.39 last year.
Price Target Changed • Jan 21Price target increased by 9.0% to CN¥73.26Up from CN¥67.23, the current price target is an average from 9 analysts. New target price is 5.8% above last closing price of CN¥69.23. Stock is up 125% over the past year. The company is forecast to post earnings per share of CN¥1.45 for next year compared to CN¥0.74 last year.
Major Estimate Revision • Nov 04Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥26.1b to CN¥28.6b. EPS estimate increased from CN¥1.29 to CN¥1.43 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥47.68 to CN¥56.48. Share price fell 6.4% to CN¥63.08 over the past week.
Price Target Changed • Oct 25Price target increased by 9.4% to CN¥47.68Up from CN¥43.60, the current price target is an average from 9 analysts. New target price is 18% below last closing price of CN¥58.50. Stock is up 193% over the past year. The company is forecast to post earnings per share of CN¥1.28 for next year compared to CN¥0.74 last year.
Price Target Changed • Aug 18Price target increased by 11% to CN¥41.43Up from CN¥37.27, the current price target is an average from 9 analysts. New target price is 7.3% below last closing price of CN¥44.69. Stock is up 143% over the past year. The company is forecast to post earnings per share of CN¥1.32 for next year compared to CN¥0.74 last year.
Major Estimate Revision • Jul 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥24.3b to CN¥25.5b. EPS estimate increased from CN¥1.07 to CN¥1.19 per share. Net income forecast to grow 60% next year vs 45% growth forecast for Electronic industry in China. Consensus price target up from CN¥31.28 to CN¥35.80. Share price rose 7.7% to CN¥38.46 over the past week.
Reported Earnings • Apr 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥1.39 (up from CN¥0.74 in FY 2024). Revenue: CN¥28.4b (up 39% from FY 2024). Net income: CN¥3.33b (up 92% from FY 2024). Profit margin: 12% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 25Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong China
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥61.21, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥49.39 per share.
Buy Or Sell Opportunity • Apr 10Now 24% overvaluedOver the last 90 days, the stock has fallen 13% to CN¥61.21. The fair value is estimated to be CN¥49.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 67% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.
お知らせ • Mar 30Shengyi Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shengyi Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
Price Target Changed • Mar 20Price target increased by 7.8% to CN¥79.86Up from CN¥74.06, the current price target is an average from 10 analysts. New target price is 33% above last closing price of CN¥60.22. Stock is up 109% over the past year. The company is forecast to post earnings per share of CN¥2.21 for next year compared to CN¥1.39 last year.
Reported Earnings • Feb 28Full year 2025 earnings released: EPS: CN¥1.39 (vs CN¥0.74 in FY 2024)Full year 2025 results: EPS: CN¥1.39 (up from CN¥0.74 in FY 2024). Revenue: CN¥28.4b (up 39% from FY 2024). Net income: CN¥3.33b (up 92% from FY 2024). Profit margin: 12% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jan 21Price target increased by 9.0% to CN¥73.26Up from CN¥67.23, the current price target is an average from 9 analysts. New target price is 5.8% above last closing price of CN¥69.23. Stock is up 125% over the past year. The company is forecast to post earnings per share of CN¥1.45 for next year compared to CN¥0.74 last year.
お知らせ • Dec 26Shengyi Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥70.68, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 428% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.51 per share.
Major Estimate Revision • Nov 04Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥26.1b to CN¥28.6b. EPS estimate increased from CN¥1.29 to CN¥1.43 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥47.68 to CN¥56.48. Share price fell 6.4% to CN¥63.08 over the past week.
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: CN¥0.42 (up from CN¥0.18 in 3Q 2024). Revenue: CN¥7.93b (up 55% from 3Q 2024). Net income: CN¥1.02b (up 131% from 3Q 2024). Profit margin: 13% (up from 8.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥64.35, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 404% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥38.15 per share.
New Risk • Oct 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 133% Dividend yield: 1.0% 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 Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 133%
Price Target Changed • Oct 25Price target increased by 9.4% to CN¥47.68Up from CN¥43.60, the current price target is an average from 9 analysts. New target price is 18% below last closing price of CN¥58.50. Stock is up 193% over the past year. The company is forecast to post earnings per share of CN¥1.28 for next year compared to CN¥0.74 last year.
お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥53.76, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.46 per share.
New Risk • Sep 09New 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 8.8% 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 (8.8% average weekly change). Minor Risk Dividend is not well covered by cash flows (133% cash payout ratio).
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥52.50, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 256% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.95 per share.
Price Target Changed • Aug 18Price target increased by 11% to CN¥41.43Up from CN¥37.27, the current price target is an average from 9 analysts. New target price is 7.3% below last closing price of CN¥44.69. Stock is up 143% over the past year. The company is forecast to post earnings per share of CN¥1.32 for next year compared to CN¥0.74 last year.
Reported Earnings • Aug 17Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: CN¥0.35 (up from CN¥0.23 in 2Q 2024). Revenue: CN¥7.07b (up 36% from 2Q 2024). Net income: CN¥862.8m (up 60% from 2Q 2024). Profit margin: 12% (up from 10% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 53% to CN¥42.62. The fair value is estimated to be CN¥34.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.
Buy Or Sell Opportunity • Jul 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to CN¥38.85. The fair value is estimated to be CN¥32.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 96% in the next 2 years.
Major Estimate Revision • Jul 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥24.3b to CN¥25.5b. EPS estimate increased from CN¥1.07 to CN¥1.19 per share. Net income forecast to grow 60% next year vs 45% growth forecast for Electronic industry in China. Consensus price target up from CN¥31.28 to CN¥35.80. Share price rose 7.7% to CN¥38.46 over the past week.
New Risk • Jul 21New 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 6.7% 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 Dividend is not well covered by cash flows (223% cash payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥38.41, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 165% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥18.89 per share.
Price Target Changed • Jul 18Price target increased by 8.1% to CN¥33.80Up from CN¥31.28, the current price target is an average from 8 analysts. New target price is 7.4% below last closing price of CN¥36.50. Stock is up 64% over the past year. The company is forecast to post earnings per share of CN¥1.15 for next year compared to CN¥0.74 last year.
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 6.0% 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 6.0% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (223% cash payout ratio).
お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 16, 2025Shengyi Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 16, 2025
Declared Dividend • May 19Dividend increased to CN¥0.60Dividend of CN¥0.60 is 33% higher than last year. Ex-date: 23rd May 2025 Payment date: 23rd May 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (223% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥0.24 (up from CN¥0.17 in 1Q 2024). Revenue: CN¥5.61b (up 27% from 1Q 2024). Net income: CN¥563.6m (up 44% from 1Q 2024). Profit margin: 10.0% (up from 8.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥21.72, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 49% over the past three years.
Price Target Changed • Mar 31Price target increased by 8.1% to CN¥29.71Up from CN¥27.49, the current price target is an average from 8 analysts. New target price is 9.2% above last closing price of CN¥27.21. Stock is up 54% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥0.74 last year.
Reported Earnings • Mar 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.74 (up from CN¥0.50 in FY 2023). Revenue: CN¥20.4b (up 23% from FY 2023). Net income: CN¥1.74b (up 49% from FY 2023). Profit margin: 8.5% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Mar 29Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong China
お知らせ • Mar 28Shengyi Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: CN¥0.74 (vs CN¥0.50 in FY 2023)Full year 2024 results: EPS: CN¥0.74 (up from CN¥0.50 in FY 2023). Revenue: CN¥20.4b (up 23% from FY 2023). Net income: CN¥1.74b (up 50% from FY 2023). Profit margin: 8.6% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
New Risk • Feb 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 8.2% 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 Dividend is not well covered by cash flows (154% cash payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change).
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥33.71, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.74 per share.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥29.06, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.56 per share.
お知らせ • Dec 27Shengyi Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025
Reported Earnings • Oct 29Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.14 in 3Q 2023). Revenue: CN¥5.12b (up 14% from 3Q 2023). Net income: CN¥439.8m (up 28% from 3Q 2023). Profit margin: 8.6% (up from 7.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 30% 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 • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Shengyi Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to CN¥20.84, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.46 per share.
Reported Earnings • Aug 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.13 in 2Q 2023). Revenue: CN¥5.21b (up 26% from 2Q 2023). Net income: CN¥540.4m (up 76% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
New Risk • Aug 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).
お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shengyi Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Declared Dividend • May 22Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 24th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years.
お知らせ • Apr 17Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
Reported Earnings • Mar 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 29Shengyi Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shengyi Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Mar 01Shengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 millionShengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 million on February 26, 2024.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.50 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 29Shengyi Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 29, 2024Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 29, 2024
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥18.2b to CN¥17.1b. EPS estimate also fell from CN¥0.736 per share to CN¥0.576 per share. Net income forecast to grow 55% next year vs 75% growth forecast for Electronic industry in China. Consensus price target up from CN¥19.62 to CN¥20.24. Share price was steady at CN¥17.47 over the past week.
Reported Earnings • Oct 27Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: CN¥0.14 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥4.47b (up 3.8% from 3Q 2022). Net income: CN¥344.0m (up 32% from 3Q 2022). Profit margin: 7.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic 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 11% per year.
お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 27, 2023Shengyi Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023
Major Estimate Revision • Aug 22Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥17.5b to CN¥15.2b. EPS estimate fell from CN¥0.666 to CN¥0.535 per share. Net income forecast to grow 54% next year vs 60% growth forecast for Electronic industry in China. Consensus price target down from CN¥20.27 to CN¥19.60. Share price fell 5.1% to CN¥14.28 over the past week.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.19 in 2Q 2022). Revenue: CN¥4.12b (down 11% from 2Q 2022). Net income: CN¥307.1m (down 32% from 2Q 2022). Profit margin: 7.4% (down from 9.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Aug 10Price target increased by 8.1% to CN¥21.62Up from CN¥20.00, the current price target is an average from 9 analysts. New target price is 37% above last closing price of CN¥15.77. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of CN¥0.88 for next year compared to CN¥0.66 last year.
お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 18, 2023Shengyi Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 18, 2023
Major Estimate Revision • May 19Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥20.9b to CN¥18.8b. EPS estimate fell from CN¥0.939 to CN¥0.924 per share. Net income forecast to grow 75% next year vs 54% growth forecast for Electronic industry in China. Consensus price target down from CN¥20.00 to CN¥19.45. Share price rose 2.0% to CN¥15.10 over the past week.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.28, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.57 per share.
Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.66 (down from CN¥1.23 in FY 2021). Revenue: CN¥18.0b (down 11% from FY 2021). Net income: CN¥1.53b (down 46% from FY 2021). Profit margin: 8.5% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Price Target Changed • Mar 02Price target increased by 7.1% to CN¥18.31Up from CN¥17.09, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥18.51. Stock is down 2.4% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥0.38 last year.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: CN¥0.38 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥0.38 (down from CN¥1.23 in FY 2021). Revenue: CN¥353.5k (down 100% from FY 2021). Net income: CN¥31.3k (down 100% from FY 2021). Profit margin: 8.9% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 79% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 16Price target decreased to CN¥17.17Down from CN¥18.58, the current price target is an average from 11 analysts. New target price is 12% above last closing price of CN¥15.29. Stock is down 38% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥1.23 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Director Liqun Xu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Nov 09Price target decreased to CN¥17.17Down from CN¥18.58, the current price target is an average from 11 analysts. New target price is 21% above last closing price of CN¥14.22. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥1.23 last year.
Price Target Changed • Nov 08Price target decreased to CN¥17.61Down from CN¥18.99, the current price target is an average from 11 analysts. New target price is 24% above last closing price of CN¥14.19. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥0.63 for next year compared to CN¥1.23 last year.
Major Estimate Revision • Nov 03Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥19.9b to CN¥18.1b. EPS estimate also fell from CN¥0.93 per share to CN¥0.61 per share. Net income forecast to grow 35% next year vs 55% growth forecast for Electronic industry in China. Consensus price target down from CN¥18.99 to CN¥18.58. Share price was steady at CN¥14.19 over the past week.
Reported Earnings • Oct 28Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.40 in 3Q 2021). Revenue: CN¥4.30b (down 22% from 3Q 2021). Net income: CN¥261.4m (down 72% from 3Q 2021). Profit margin: 6.1% (down from 17% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 24Now 22% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be CN¥20.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥21.3b to CN¥20.4b. EPS estimate also fell from CN¥1.08 per share to CN¥0.93 per share. Net income forecast to grow 5.2% next year vs 44% growth forecast for Electronic industry in China. Consensus price target down from CN¥21.53 to CN¥20.87. Share price was steady at CN¥17.00 over the past week.
Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.38 in 2Q 2021). Revenue: CN¥4.61b (down 14% from 2Q 2021). Net income: CN¥452.8m (down 48% from 2Q 2021). Profit margin: 9.8% (down from 16% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 14%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Price Target Changed • May 27Price target decreased to CN¥22.88Down from CN¥25.19, the current price target is an average from 15 analysts. New target price is 45% above last closing price of CN¥15.76. Stock is down 31% over the past year. The company is forecast to post earnings per share of CN¥1.11 for next year compared to CN¥1.23 last year.
Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.24 in 1Q 2021). Revenue: CN¥4.77b (up 5.8% from 1Q 2021). Net income: CN¥482.4m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.9%. Over the next year, revenue is forecast to grow 9.8%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 31Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 11%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be CN¥24.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.55b (up 46% from 3Q 2020). Net income: CN¥924.8m (up 94% from 3Q 2020). Profit margin: 17% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 192% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.37 per share.
Reported Earnings • May 04First quarter 2021 earnings released: EPS CN¥0.24 (vs CN¥0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥4.51b (up 47% from 1Q 2020). Net income: CN¥544.3m (up 60% from 1Q 2020). Profit margin: 12% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.74 (vs CN¥0.66 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥14.7b (up 11% from FY 2019). Net income: CN¥1.68b (up 16% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 05Shengyi Technology Co., Ltd. to Report Fiscal Year 2020 Results on Mar 30, 2021Shengyi Technology Co., Ltd. announced that they will report fiscal year 2020 results on Mar 30, 2021
Is New 90 Day High Low • Feb 01New 90-day low: CN¥23.34The company is down 6.0% from its price of CN¥24.72 on 03 November 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.89 per share.