View ValuationTDG Holding 将来の成長Future 基準チェック /56TDG Holding利益と収益がそれぞれ年間97.7%と20.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に3.8% 98.1%なると予測されています。主要情報97.7%収益成長率98.06%EPS成長率Electronic 収益成長32.8%収益成長率20.6%将来の株主資本利益率3.79%アナリストカバレッジLow最終更新日22 May 2026今後の成長に関する最新情報Price Target Changed • Aug 29Price target increased by 50% to CN¥12.37Up from CN¥8.25, the current price target is provided by 1 analyst. New target price is 30% above last closing price of CN¥9.50. Stock is up 54% over the past year. The company is forecast to post earnings per share of CN¥0.22 for next year compared to CN¥0.073 last year.Major Estimate Revision • Apr 24Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥3.72b to CN¥3.13b. EPS estimate fell from CN¥0.24 to CN¥0.22 per share. Net income forecast to grow 205% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥8.28. Share price was steady at CN¥6.40 over the past week.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥0.23 to CN¥0.17. Revenue forecast unchanged from CN¥3.47b at last update. Net income forecast to grow 64% next year vs 54% growth forecast for Electronic industry in China. Consensus price target up from CN¥7.14 to CN¥8.38. Share price was steady at CN¥7.75 over the past week.Major Estimate Revision • Aug 27Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.60b to CN¥3.47b. EPS estimate also fell from CN¥0.32 per share to CN¥0.23 per share. Net income forecast to grow 44% next year vs 55% growth forecast for Electronic industry in China. Consensus price target down from CN¥9.63 to CN¥7.14. Share price fell 3.8% to CN¥5.86 over the past week.Price Target Changed • Aug 21Price target decreased by 26% to CN¥7.14Down from CN¥9.66, the current price target is provided by 1 analyst. New target price is 18% above last closing price of CN¥6.03. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥0.23 for next year compared to CN¥0.26 last year.Major Estimate Revision • Aug 24Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥5.69b to CN¥5.54b. EPS estimate also fell from CN¥0.43 per share to CN¥0.365 per share. Net income forecast to shrink 17% next year vs 59% growth forecast for Electronic industry in China . Consensus price target down from CN¥14.16 to CN¥12.67. Share price fell 6.5% to CN¥9.41 over the past week.すべての更新を表示Recent updatesNew Risk • May 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).お知らせ • Apr 28TDG Holding Co., Ltd., Annual General Meeting, May 18, 2026TDG Holding Co., Ltd., Annual General Meeting, May 18, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Haining, Zhejiang ChinaNew Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 22% 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 Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 22% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).お知らせ • Mar 30TDG Holding Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026TDG Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26TDG Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026TDG Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.004 (vs CN¥0.037 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.004 (down from CN¥0.037 in 3Q 2024). Revenue: CN¥875.5m (down 12% from 3Q 2024). Net income: CN¥4.71m (down 90% from 3Q 2024). Profit margin: 0.5% (down from 4.6% in 3Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30TDG Holding Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025TDG Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.2% 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 Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).Price Target Changed • Aug 29Price target increased by 50% to CN¥12.37Up from CN¥8.25, the current price target is provided by 1 analyst. New target price is 30% above last closing price of CN¥9.50. Stock is up 54% over the past year. The company is forecast to post earnings per share of CN¥0.22 for next year compared to CN¥0.073 last year.Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.004 (vs CN¥0.028 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.004 (down from CN¥0.028 in 2Q 2024). Revenue: CN¥869.5m (up 20% from 2Q 2024). Net income: CN¥4.65m (down 87% from 2Q 2024). Profit margin: 0.5% (down from 4.8% in 2Q 2024). Revenue is forecast to grow 5.1% 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, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.お知らせ • Jun 30TDG Holding Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025TDG Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • Apr 30TDG Holding Co., Ltd. (SHSE:600330) announces an Equity Buyback for CNY 50 million worth of its shares.TDG Holding Co., Ltd. (SHSE:600330) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its class A shares. The company will repurchase its shares at a price not more than CNY 10 per share. The repurchased shares will be used for Employee Stock Ownership Plan. The plan will be valid till April 27, 2026.Major Estimate Revision • Apr 24Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥3.72b to CN¥3.13b. EPS estimate fell from CN¥0.24 to CN¥0.22 per share. Net income forecast to grow 205% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥8.28. Share price was steady at CN¥6.40 over the past week.Reported Earnings • Apr 21Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.073 (down from CN¥0.26 in FY 2023). Revenue: CN¥3.07b (down 17% from FY 2023). Net income: CN¥88.7m (down 73% from FY 2023). Profit margin: 2.9% (down from 8.8% in FY 2023). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 57%. Revenue is forecast to grow 15% p.a. on average during the next 2 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 42% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Apr 18TDG Holding Co., Ltd., Annual General Meeting, May 08, 2025TDG Holding Co., Ltd., Annual General Meeting, May 08, 2025, at 10:00 China Standard Time. Location: No. 129, Shuanglian Road, Haining Economic Development Zone, Zhejiang Chinaお知らせ • Mar 28TDG Holding Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TDG Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 27TDG Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 18, 2025TDG Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 18, 2025Major Estimate Revision • Nov 04Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥0.23 to CN¥0.17. Revenue forecast unchanged from CN¥3.47b at last update. Net income forecast to grow 64% next year vs 54% growth forecast for Electronic industry in China. Consensus price target up from CN¥7.14 to CN¥8.38. Share price was steady at CN¥7.75 over the past week.Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.037 (vs CN¥0.074 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.037 (down from CN¥0.074 in 3Q 2023). Revenue: CN¥992.6m (up 10% from 3Q 2023). Net income: CN¥45.4m (down 51% from 3Q 2023). Profit margin: 4.6% (down from 10% in 3Q 2023). Revenue is forecast to grow 9.2% 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 28% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30TDG Holding Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024TDG Holding 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 24%After last week's 24% share price gain to CN¥7.37, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 28% over the past three years.Major Estimate Revision • Aug 27Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.60b to CN¥3.47b. EPS estimate also fell from CN¥0.32 per share to CN¥0.23 per share. Net income forecast to grow 44% next year vs 55% growth forecast for Electronic industry in China. Consensus price target down from CN¥9.63 to CN¥7.14. Share price fell 3.8% to CN¥5.86 over the past week.Price Target Changed • Aug 21Price target decreased by 26% to CN¥7.14Down from CN¥9.66, the current price target is provided by 1 analyst. New target price is 18% above last closing price of CN¥6.03. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥0.23 for next year compared to CN¥0.26 last year.Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥0.028 (vs CN¥0.082 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.028 (down from CN¥0.082 in 2Q 2023). Revenue: CN¥723.8m (down 33% from 2Q 2023). Net income: CN¥34.5m (down 66% from 2Q 2023). Profit margin: 4.8% (down from 9.3% in 2Q 2023). Revenue is forecast to grow 9.3% 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 17% per year whereas the company’s share price has fallen by 21% per year.お知らせ • Jun 28TDG Holding Co., Ltd. to Report First Half, 2024 Results on Aug 21, 2024TDG Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 21, 2024Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.036 (vs CN¥0.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.036 (down from CN¥0.07 in 1Q 2023). Revenue: CN¥844.4m (down 6.9% from 1Q 2023). Net income: CN¥44.3m (down 49% from 1Q 2023). Profit margin: 5.3% (down from 9.6% in 1Q 2023). 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 7% per year whereas the company’s share price has fallen by 3% per year.New Risk • Apr 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.8% net profit margin).Reported Earnings • Apr 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.26 (down from CN¥0.66 in FY 2022). Revenue: CN¥3.68b (down 18% from FY 2022). Net income: CN¥324.9m (down 52% from FY 2022). Profit margin: 8.8% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 30%. Earnings per share (EPS) also missed analyst estimates by 19%. 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 increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Apr 16TDG Holding Co., Ltd., Annual General Meeting, May 07, 2024TDG Holding Co., Ltd., Annual General Meeting, May 07, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Hainning, Zhejiang Chinaお知らせ • Mar 29TDG Holding Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024TDG Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥8.46, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥6.21, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Electronic industry in China. Total loss to shareholders of 29% over the past three years.お知らせ • Jan 25TDG Holding Co., Ltd. (SHSE:600330) announces an Equity Buyback for CNY 200 million worth of its shares.TDG Holding Co., Ltd. (SHSE:600330) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its shares. The shares will be repurchased at a price not more than CNY 11 per share. The repurchased share will be used for employee stock ownership plan. The shares will be repurchased using the company’s own funds. The program will be valid for a period of 12 months, until January 23, 2025.お知らせ • Dec 29TDG Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 16, 2024TDG Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 16, 2024Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.074 (vs CN¥0.40 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.074 (down from CN¥0.40 in 3Q 2022). Revenue: CN¥900.0m (down 30% from 3Q 2022). Net income: CN¥92.2m (down 77% from 3Q 2022). Profit margin: 10% (down from 31% in 3Q 2022). Revenue is forecast to grow 34% 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 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Sep 30TDG Holding Co., Ltd. to Report Q3, 2023 Results on Oct 28, 2023TDG Holding Co., Ltd. announced that they will report Q3, 2023 results at 3:00 PM, China Standard Time on Oct 28, 2023お知らせ • Sep 16+ 1 more updateTDG Holding Co., Ltd. acquired unknown additional stakes in TDG Yinxia New Materials Co., Ltd. from Yinchuan Yucheng Phoenix Science and Innovation Fund Partnership Enterprise (LP) for CNY 105 million.TDG Holding Co., Ltd. acquired unknown additional stakes in TDG Yinxia New Materials Co., Ltd. from Yinchuan Yucheng Phoenix Science and Innovation Fund Partnership Enterprise (LP) for CNY 105 million on December 26, 2023. TDG Holding Co., Ltd. board of directors approved the transaction. TDG Holding Co., Ltd. completed the acquisition of unknown additional stakes in TDG Yinxia New Materials Co., Ltd. from Yinchuan Yucheng Phoenix Science and Innovation Fund Partnership Enterprise (LP) on December 26, 2023.Major Estimate Revision • Aug 24Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥5.69b to CN¥5.54b. EPS estimate also fell from CN¥0.43 per share to CN¥0.365 per share. Net income forecast to shrink 17% next year vs 59% growth forecast for Electronic industry in China . Consensus price target down from CN¥14.16 to CN¥12.67. Share price fell 6.5% to CN¥9.41 over the past week.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.082 (vs CN¥0.14 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.082 (down from CN¥0.14 in 2Q 2022). Revenue: CN¥1.08b (down 6.9% from 2Q 2022). Net income: CN¥100.0m (down 31% from 2Q 2022). Profit margin: 9.3% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 30% 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 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 18Price target decreased by 11% to CN¥12.67Down from CN¥14.16, the current price target is provided by 1 analyst. New target price is 31% above last closing price of CN¥9.64. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥0.43 for next year compared to CN¥0.66 last year.お知らせ • Jun 28TDG Holding Co., Ltd. to Report First Half, 2023 Results on Aug 18, 2023TDG Holding Co., Ltd. announced that they will report first half, 2023 results on Aug 18, 2023New Risk • Jun 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.2% 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 Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (24% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥12.00, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 46x in the Electronic industry in China. Total returns to shareholders of 23% over the past three years.Reported Earnings • Apr 15Full year 2022 earnings released: EPS: CN¥0.66 (vs CN¥0.42 in FY 2021)Full year 2022 results: EPS: CN¥0.66 (up from CN¥0.42 in FY 2021). Revenue: CN¥4.51b (up 10% from FY 2021). Net income: CN¥669.4m (up 61% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 03Now 21% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be CN¥16.86, 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 37%.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.48, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 38x in the Electronic industry in China. Total returns to shareholders of 70% over the past three years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Chairman Xiao Bin Zheng was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 18Third quarter 2022 earnings released: EPS: CN¥0.40 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.40 (up from CN¥0.12 in 3Q 2021). Revenue: CN¥1.28b (up 3.2% from 3Q 2021). Net income: CN¥398.6m (up 226% from 3Q 2021). Profit margin: 31% (up from 9.8% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 26% 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 37% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥11.86, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 90% over the past three years.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.12 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.14 (up from CN¥0.12 in 2Q 2021). Revenue: CN¥1.16b (up 18% from 2Q 2021). Net income: CN¥144.2m (up 21% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 32%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥13.69, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 93% over the past three years.Buying Opportunity • Jun 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CN¥12.42, 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 26%. Revenue is forecast to grow by 63% in 2 years. Earnings is forecast to grow by 80% in the next 2 years.Buying Opportunity • May 24Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be CN¥12.47, 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 26%. Revenue is forecast to grow by 63% in 2 years. Earnings is forecast to grow by 80% in the next 2 years.Reported Earnings • May 02First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.11 (up from CN¥0.11 in 1Q 2021). Revenue: CN¥964.0m (up 13% from 1Q 2021). Net income: CN¥109.6m (up 4.7% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 8.7%. Over the next year, revenue is forecast to grow 29%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less 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. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 20TDG Holding Co., Ltd. announced that it has received CNY 2.5 billion in fundingOn April 20, 2022, TDG Holding Co., Ltd. closed the transaction. The company announced that it has received China Securities Regulatory Commission Administrative License Application Receipt (Acceptance No. 220703).Buying Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be CN¥12.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.お知らせ • Apr 08+ 1 more updateYangtze Optical Fibre And Cable Joint Stock Limited Company (SEHK:6869) agreed to acquire 12.72% stake in Broadex Technologies Co., Ltd. (SZSE:300548) from from Zhu, Ding,Wang , Jiang and TDG Holding Co., Ltd. (SHSE:600330) for CNY 850 billion.Yangtze Optical Fibre And Cable Joint Stock Limited Company (SEHK:6869) agreed to acquire 12.72% stake in Broadex Technologies Co., Ltd. (SZSE:300548) from Zhu, Ding,Wang , Jiang and TDG Holding Co., Ltd. (SHSE:600330) for CNY 850 billion on April 7, 2022. An amount of CNY 20 million will be paid by the Company to a specific domestic bank account designated by Zhu within 5 business days after the date of the Share Transfer Agreement, an amount of CNY 619 million, being 70% of the total consideration for the Sale Shares shall be paid by the Company to the Sellers to the specific domestic bank account designated by the respective Seller within 5 business days after Zhu’s issuance of a confirmation of satisfaction or waiver of closing conditions, an amount of CNY 265 million being 30% of the total consideration for the Sale Shares shall be paid to the Sellers to the specific domestic bank account designated by the respective Seller within 5 business days after the date on which the CSDC completes the registration for the transfer of the Sale Shares. Sale Shares, 1,008,956 and 954,978 Target Shares held by Wang and Jiang, respectively are subject to lock-up restrictions. After completion of the Acquisition, Broadex Technologies Co., Ltd will maintain nine members on the board of directors. The Company shall be entitled to recommend and nominate four non-independent directors and one independent director to the board of directors of the Target, and the director (including the current director) nominated by the Company shall serve as the chairman of the board of directors of the Broadex Technologies Co., Ltd. Completion is conditional upon the satisfaction or the waiver of the conditions precedent-(i) TDG has obtained the necessary approval in respect of the Acquisition, including but not limited to the approval from its board of directors and shareholders’ meeting (if required) )ii) the Company has obtained the necessary approval in respect of the Acquisition, including but not limited to the approval from its board of directors and shareholders’ meeting (if required), or the approval from or filing with the state-owned assets administration authority (if required) iii)the Company has notified the State Administration for Market Regulation (“SAMR”) and obtained the antitrust approval or a non-prohibition decision from the SAMR for the Acquisition (if required)Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥11.64, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 46% over the past three years.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥18.14, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 228% over the past three years.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥18.10, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 220% over the past three years.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥14.91, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 170% over the past three years.Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.12 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: CN¥1.24b (up 52% from 3Q 2020). Net income: CN¥122.3m (flat on 3Q 2020). Profit margin: 9.8% (down from 15% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥986.3m (up 9.9% from 2Q 2020). Net income: CN¥119.0m (up 5.5% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.099 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥850.8m (up 66% from 1Q 2020). Net income: CN¥104.7m (up 5.8% from 1Q 2020). Profit margin: 12% (down from 19% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 05New 90-day low: CN¥8.87The company is down 8.0% from its price of CN¥9.66 on 06 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 6.0% over the same period.Is New 90 Day High Low • Jan 21New 90-day high: CN¥11.06The company is up 12% from its price of CN¥9.88 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 9.0% over the same period.Is New 90 Day High Low • Jan 04New 90-day high: CN¥10.58The company is up 7.0% from its price of CN¥9.90 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 4.0% over the same period.Is New 90 Day High Low • Dec 18New 90-day low: CN¥9.10The company is down 14% from its price of CN¥10.60 on 18 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.59 per share.Is New 90 Day High Low • Nov 28New 90-day low: CN¥9.13The company is down 19% from its price of CN¥11.25 on 28 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.52 per share.Is New 90 Day High Low • Oct 30New 90-day low: CN¥9.19The company is down 18% from its price of CN¥11.16 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.52 per share.Major Estimate Revision • Oct 26Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from CN¥0.28 to CN¥0.34. No change was made to the revenue estimate which at the last update was CN¥3.33b. Net income is expected to grow by 4.4% next year compared to 47% growth forecast for the Electronic industry in China. The consensus price target of CN¥13.20 was unchanged from the last update. Share price is down by 4.1% to CN¥9.88 over the past week.Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥348.6m, up 77% from the prior year. Total revenue was CN¥3.11b over the last 12 months, up 20% from the prior year.お知らせ • Oct 16TDG Holding Co., Ltd. to Report Q3, 2020 Results on Oct 20, 2020TDG Holding Co., Ltd. announced that they will report Q3, 2020 results on Oct 20, 2020Is New 90 Day High Low • Sep 26New 90-day low: CN¥9.72The company is down 2.0% from its price of CN¥9.94 on 24 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.52 per share.お知らせ • Jul 18TDG Holding Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020TDG Holding Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020業績と収益の成長予測SHSE:600330 - 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12/31/20285,730447N/A319112/31/20274,612222N/A588112/31/20263,72264N/A34213/31/20263,291-255-56671N/A12/31/20253,201-165-672103N/A9/30/20252,97022-759188N/A6/30/20253,08762-718282N/A3/31/20252,94192-836259N/A12/31/20243,07189-865195N/A9/30/20243,354170-653188N/A6/30/20243,262217-686143N/A3/31/20243,619282-278330N/A12/31/20233,682325-86434N/A9/30/20233,988296-54571N/A6/30/20234,370602-19673N/A3/31/20234,45164742696N/A12/31/20224,508669143755N/A9/30/20224,41372154755N/A6/30/20224,374445126686N/A3/31/20224,19842045580N/A12/31/20214,08541560564N/A9/30/20214,009394-136218N/A6/30/20213,584393-139180N/A3/31/20213,495387-197105N/A12/31/20203,156381-284-3N/A9/30/20203,110349-19711N/A6/30/20203,008259-241-63N/A3/31/20202,757179-2526N/A12/31/20192,780162N/A-91N/A9/30/20192,599197N/A81N/A6/30/20192,554237N/A184N/A3/31/20192,553284N/A85N/A12/31/20182,610284N/A92N/A9/30/20182,521240N/A-81N/A6/30/20182,395218N/A-113N/A3/31/20182,261185N/A16N/A12/31/20172,179157N/A150N/A9/30/20172,035152N/A92N/A6/30/20171,897118N/A67N/A3/31/20171,750111N/A-67N/A12/31/20161,692110N/A-50N/A9/30/20161,532116N/A33N/A6/30/20161,506136N/A-114N/A3/31/20161,505105N/A91N/A12/31/20151,34063N/A5N/A9/30/20151,35658N/A47N/A6/30/20151,24518N/A143N/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: 600330は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.4% ) よりも高い成長率であると考えられます。収益対市場: 600330今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 600330今後 3 年以内に収益を上げることが予想されます。収益対市場: 600330の収益 ( 20.6% ) CN市場 ( 16% ) 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: 600330の収益 ( 20.6% ) 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: 600330の 自己資本利益率 は、3年後には低くなると予測されています ( 3.8 %)。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2026/05/22 10:02終値2026/05/22 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TDG Holding Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Yujing HuEverbright Securities Co. Ltd.Bin LiHuatai ResearchCheng YangTianfeng Securities Brokerage Co., Ltd
Price Target Changed • Aug 29Price target increased by 50% to CN¥12.37Up from CN¥8.25, the current price target is provided by 1 analyst. New target price is 30% above last closing price of CN¥9.50. Stock is up 54% over the past year. The company is forecast to post earnings per share of CN¥0.22 for next year compared to CN¥0.073 last year.
Major Estimate Revision • Apr 24Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥3.72b to CN¥3.13b. EPS estimate fell from CN¥0.24 to CN¥0.22 per share. Net income forecast to grow 205% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥8.28. Share price was steady at CN¥6.40 over the past week.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥0.23 to CN¥0.17. Revenue forecast unchanged from CN¥3.47b at last update. Net income forecast to grow 64% next year vs 54% growth forecast for Electronic industry in China. Consensus price target up from CN¥7.14 to CN¥8.38. Share price was steady at CN¥7.75 over the past week.
Major Estimate Revision • Aug 27Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.60b to CN¥3.47b. EPS estimate also fell from CN¥0.32 per share to CN¥0.23 per share. Net income forecast to grow 44% next year vs 55% growth forecast for Electronic industry in China. Consensus price target down from CN¥9.63 to CN¥7.14. Share price fell 3.8% to CN¥5.86 over the past week.
Price Target Changed • Aug 21Price target decreased by 26% to CN¥7.14Down from CN¥9.66, the current price target is provided by 1 analyst. New target price is 18% above last closing price of CN¥6.03. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥0.23 for next year compared to CN¥0.26 last year.
Major Estimate Revision • Aug 24Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥5.69b to CN¥5.54b. EPS estimate also fell from CN¥0.43 per share to CN¥0.365 per share. Net income forecast to shrink 17% next year vs 59% growth forecast for Electronic industry in China . Consensus price target down from CN¥14.16 to CN¥12.67. Share price fell 6.5% to CN¥9.41 over the past week.
New Risk • May 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
お知らせ • Apr 28TDG Holding Co., Ltd., Annual General Meeting, May 18, 2026TDG Holding Co., Ltd., Annual General Meeting, May 18, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Haining, Zhejiang China
New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 22% 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 Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 22% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
お知らせ • Mar 30TDG Holding Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026TDG Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26TDG Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026TDG Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.004 (vs CN¥0.037 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.004 (down from CN¥0.037 in 3Q 2024). Revenue: CN¥875.5m (down 12% from 3Q 2024). Net income: CN¥4.71m (down 90% from 3Q 2024). Profit margin: 0.5% (down from 4.6% in 3Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30TDG Holding Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025TDG Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.2% 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 Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).
Price Target Changed • Aug 29Price target increased by 50% to CN¥12.37Up from CN¥8.25, the current price target is provided by 1 analyst. New target price is 30% above last closing price of CN¥9.50. Stock is up 54% over the past year. The company is forecast to post earnings per share of CN¥0.22 for next year compared to CN¥0.073 last year.
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.004 (vs CN¥0.028 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.004 (down from CN¥0.028 in 2Q 2024). Revenue: CN¥869.5m (up 20% from 2Q 2024). Net income: CN¥4.65m (down 87% from 2Q 2024). Profit margin: 0.5% (down from 4.8% in 2Q 2024). Revenue is forecast to grow 5.1% 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, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 30TDG Holding Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025TDG Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • Apr 30TDG Holding Co., Ltd. (SHSE:600330) announces an Equity Buyback for CNY 50 million worth of its shares.TDG Holding Co., Ltd. (SHSE:600330) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its class A shares. The company will repurchase its shares at a price not more than CNY 10 per share. The repurchased shares will be used for Employee Stock Ownership Plan. The plan will be valid till April 27, 2026.
Major Estimate Revision • Apr 24Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥3.72b to CN¥3.13b. EPS estimate fell from CN¥0.24 to CN¥0.22 per share. Net income forecast to grow 205% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥8.28. Share price was steady at CN¥6.40 over the past week.
Reported Earnings • Apr 21Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.073 (down from CN¥0.26 in FY 2023). Revenue: CN¥3.07b (down 17% from FY 2023). Net income: CN¥88.7m (down 73% from FY 2023). Profit margin: 2.9% (down from 8.8% in FY 2023). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 57%. Revenue is forecast to grow 15% p.a. on average during the next 2 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 42% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 18TDG Holding Co., Ltd., Annual General Meeting, May 08, 2025TDG Holding Co., Ltd., Annual General Meeting, May 08, 2025, at 10:00 China Standard Time. Location: No. 129, Shuanglian Road, Haining Economic Development Zone, Zhejiang China
お知らせ • Mar 28TDG Holding Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TDG Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 27TDG Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 18, 2025TDG Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 18, 2025
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥0.23 to CN¥0.17. Revenue forecast unchanged from CN¥3.47b at last update. Net income forecast to grow 64% next year vs 54% growth forecast for Electronic industry in China. Consensus price target up from CN¥7.14 to CN¥8.38. Share price was steady at CN¥7.75 over the past week.
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.037 (vs CN¥0.074 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.037 (down from CN¥0.074 in 3Q 2023). Revenue: CN¥992.6m (up 10% from 3Q 2023). Net income: CN¥45.4m (down 51% from 3Q 2023). Profit margin: 4.6% (down from 10% in 3Q 2023). Revenue is forecast to grow 9.2% 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 28% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30TDG Holding Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024TDG Holding 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 24%After last week's 24% share price gain to CN¥7.37, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 28% over the past three years.
Major Estimate Revision • Aug 27Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.60b to CN¥3.47b. EPS estimate also fell from CN¥0.32 per share to CN¥0.23 per share. Net income forecast to grow 44% next year vs 55% growth forecast for Electronic industry in China. Consensus price target down from CN¥9.63 to CN¥7.14. Share price fell 3.8% to CN¥5.86 over the past week.
Price Target Changed • Aug 21Price target decreased by 26% to CN¥7.14Down from CN¥9.66, the current price target is provided by 1 analyst. New target price is 18% above last closing price of CN¥6.03. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥0.23 for next year compared to CN¥0.26 last year.
Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥0.028 (vs CN¥0.082 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.028 (down from CN¥0.082 in 2Q 2023). Revenue: CN¥723.8m (down 33% from 2Q 2023). Net income: CN¥34.5m (down 66% from 2Q 2023). Profit margin: 4.8% (down from 9.3% in 2Q 2023). Revenue is forecast to grow 9.3% 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 17% per year whereas the company’s share price has fallen by 21% per year.
お知らせ • Jun 28TDG Holding Co., Ltd. to Report First Half, 2024 Results on Aug 21, 2024TDG Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 21, 2024
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.036 (vs CN¥0.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.036 (down from CN¥0.07 in 1Q 2023). Revenue: CN¥844.4m (down 6.9% from 1Q 2023). Net income: CN¥44.3m (down 49% from 1Q 2023). Profit margin: 5.3% (down from 9.6% in 1Q 2023). 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 7% per year whereas the company’s share price has fallen by 3% per year.
New Risk • Apr 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.8% net profit margin).
Reported Earnings • Apr 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.26 (down from CN¥0.66 in FY 2022). Revenue: CN¥3.68b (down 18% from FY 2022). Net income: CN¥324.9m (down 52% from FY 2022). Profit margin: 8.8% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 30%. Earnings per share (EPS) also missed analyst estimates by 19%. 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 increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Apr 16TDG Holding Co., Ltd., Annual General Meeting, May 07, 2024TDG Holding Co., Ltd., Annual General Meeting, May 07, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Hainning, Zhejiang China
お知らせ • Mar 29TDG Holding Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024TDG Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥8.46, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥6.21, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Electronic industry in China. Total loss to shareholders of 29% over the past three years.
お知らせ • Jan 25TDG Holding Co., Ltd. (SHSE:600330) announces an Equity Buyback for CNY 200 million worth of its shares.TDG Holding Co., Ltd. (SHSE:600330) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its shares. The shares will be repurchased at a price not more than CNY 11 per share. The repurchased share will be used for employee stock ownership plan. The shares will be repurchased using the company’s own funds. The program will be valid for a period of 12 months, until January 23, 2025.
お知らせ • Dec 29TDG Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 16, 2024TDG Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 16, 2024
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.074 (vs CN¥0.40 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.074 (down from CN¥0.40 in 3Q 2022). Revenue: CN¥900.0m (down 30% from 3Q 2022). Net income: CN¥92.2m (down 77% from 3Q 2022). Profit margin: 10% (down from 31% in 3Q 2022). Revenue is forecast to grow 34% 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 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30TDG Holding Co., Ltd. to Report Q3, 2023 Results on Oct 28, 2023TDG Holding Co., Ltd. announced that they will report Q3, 2023 results at 3:00 PM, China Standard Time on Oct 28, 2023
お知らせ • Sep 16+ 1 more updateTDG Holding Co., Ltd. acquired unknown additional stakes in TDG Yinxia New Materials Co., Ltd. from Yinchuan Yucheng Phoenix Science and Innovation Fund Partnership Enterprise (LP) for CNY 105 million.TDG Holding Co., Ltd. acquired unknown additional stakes in TDG Yinxia New Materials Co., Ltd. from Yinchuan Yucheng Phoenix Science and Innovation Fund Partnership Enterprise (LP) for CNY 105 million on December 26, 2023. TDG Holding Co., Ltd. board of directors approved the transaction. TDG Holding Co., Ltd. completed the acquisition of unknown additional stakes in TDG Yinxia New Materials Co., Ltd. from Yinchuan Yucheng Phoenix Science and Innovation Fund Partnership Enterprise (LP) on December 26, 2023.
Major Estimate Revision • Aug 24Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥5.69b to CN¥5.54b. EPS estimate also fell from CN¥0.43 per share to CN¥0.365 per share. Net income forecast to shrink 17% next year vs 59% growth forecast for Electronic industry in China . Consensus price target down from CN¥14.16 to CN¥12.67. Share price fell 6.5% to CN¥9.41 over the past week.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.082 (vs CN¥0.14 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.082 (down from CN¥0.14 in 2Q 2022). Revenue: CN¥1.08b (down 6.9% from 2Q 2022). Net income: CN¥100.0m (down 31% from 2Q 2022). Profit margin: 9.3% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 30% 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 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 18Price target decreased by 11% to CN¥12.67Down from CN¥14.16, the current price target is provided by 1 analyst. New target price is 31% above last closing price of CN¥9.64. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥0.43 for next year compared to CN¥0.66 last year.
お知らせ • Jun 28TDG Holding Co., Ltd. to Report First Half, 2023 Results on Aug 18, 2023TDG Holding Co., Ltd. announced that they will report first half, 2023 results on Aug 18, 2023
New Risk • Jun 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.2% 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 Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (24% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥12.00, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 46x in the Electronic industry in China. Total returns to shareholders of 23% over the past three years.
Reported Earnings • Apr 15Full year 2022 earnings released: EPS: CN¥0.66 (vs CN¥0.42 in FY 2021)Full year 2022 results: EPS: CN¥0.66 (up from CN¥0.42 in FY 2021). Revenue: CN¥4.51b (up 10% from FY 2021). Net income: CN¥669.4m (up 61% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 03Now 21% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be CN¥16.86, 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 37%.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.48, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 38x in the Electronic industry in China. Total returns to shareholders of 70% over the past three years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Chairman Xiao Bin Zheng was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 18Third quarter 2022 earnings released: EPS: CN¥0.40 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.40 (up from CN¥0.12 in 3Q 2021). Revenue: CN¥1.28b (up 3.2% from 3Q 2021). Net income: CN¥398.6m (up 226% from 3Q 2021). Profit margin: 31% (up from 9.8% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 26% 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 37% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥11.86, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 90% over the past three years.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.12 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.14 (up from CN¥0.12 in 2Q 2021). Revenue: CN¥1.16b (up 18% from 2Q 2021). Net income: CN¥144.2m (up 21% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 32%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥13.69, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 93% over the past three years.
Buying Opportunity • Jun 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CN¥12.42, 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 26%. Revenue is forecast to grow by 63% in 2 years. Earnings is forecast to grow by 80% in the next 2 years.
Buying Opportunity • May 24Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be CN¥12.47, 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 26%. Revenue is forecast to grow by 63% in 2 years. Earnings is forecast to grow by 80% in the next 2 years.
Reported Earnings • May 02First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.11 (up from CN¥0.11 in 1Q 2021). Revenue: CN¥964.0m (up 13% from 1Q 2021). Net income: CN¥109.6m (up 4.7% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 8.7%. Over the next year, revenue is forecast to grow 29%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less 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. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 20TDG Holding Co., Ltd. announced that it has received CNY 2.5 billion in fundingOn April 20, 2022, TDG Holding Co., Ltd. closed the transaction. The company announced that it has received China Securities Regulatory Commission Administrative License Application Receipt (Acceptance No. 220703).
Buying Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be CN¥12.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.
お知らせ • Apr 08+ 1 more updateYangtze Optical Fibre And Cable Joint Stock Limited Company (SEHK:6869) agreed to acquire 12.72% stake in Broadex Technologies Co., Ltd. (SZSE:300548) from from Zhu, Ding,Wang , Jiang and TDG Holding Co., Ltd. (SHSE:600330) for CNY 850 billion.Yangtze Optical Fibre And Cable Joint Stock Limited Company (SEHK:6869) agreed to acquire 12.72% stake in Broadex Technologies Co., Ltd. (SZSE:300548) from Zhu, Ding,Wang , Jiang and TDG Holding Co., Ltd. (SHSE:600330) for CNY 850 billion on April 7, 2022. An amount of CNY 20 million will be paid by the Company to a specific domestic bank account designated by Zhu within 5 business days after the date of the Share Transfer Agreement, an amount of CNY 619 million, being 70% of the total consideration for the Sale Shares shall be paid by the Company to the Sellers to the specific domestic bank account designated by the respective Seller within 5 business days after Zhu’s issuance of a confirmation of satisfaction or waiver of closing conditions, an amount of CNY 265 million being 30% of the total consideration for the Sale Shares shall be paid to the Sellers to the specific domestic bank account designated by the respective Seller within 5 business days after the date on which the CSDC completes the registration for the transfer of the Sale Shares. Sale Shares, 1,008,956 and 954,978 Target Shares held by Wang and Jiang, respectively are subject to lock-up restrictions. After completion of the Acquisition, Broadex Technologies Co., Ltd will maintain nine members on the board of directors. The Company shall be entitled to recommend and nominate four non-independent directors and one independent director to the board of directors of the Target, and the director (including the current director) nominated by the Company shall serve as the chairman of the board of directors of the Broadex Technologies Co., Ltd. Completion is conditional upon the satisfaction or the waiver of the conditions precedent-(i) TDG has obtained the necessary approval in respect of the Acquisition, including but not limited to the approval from its board of directors and shareholders’ meeting (if required) )ii) the Company has obtained the necessary approval in respect of the Acquisition, including but not limited to the approval from its board of directors and shareholders’ meeting (if required), or the approval from or filing with the state-owned assets administration authority (if required) iii)the Company has notified the State Administration for Market Regulation (“SAMR”) and obtained the antitrust approval or a non-prohibition decision from the SAMR for the Acquisition (if required)
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥11.64, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 46% over the past three years.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥18.14, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 228% over the past three years.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥18.10, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 220% over the past three years.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥14.91, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 170% over the past three years.
Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.12 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: CN¥1.24b (up 52% from 3Q 2020). Net income: CN¥122.3m (flat on 3Q 2020). Profit margin: 9.8% (down from 15% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥986.3m (up 9.9% from 2Q 2020). Net income: CN¥119.0m (up 5.5% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.099 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥850.8m (up 66% from 1Q 2020). Net income: CN¥104.7m (up 5.8% from 1Q 2020). Profit margin: 12% (down from 19% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 05New 90-day low: CN¥8.87The company is down 8.0% from its price of CN¥9.66 on 06 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 6.0% over the same period.
Is New 90 Day High Low • Jan 21New 90-day high: CN¥11.06The company is up 12% from its price of CN¥9.88 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Jan 04New 90-day high: CN¥10.58The company is up 7.0% from its price of CN¥9.90 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Dec 18New 90-day low: CN¥9.10The company is down 14% from its price of CN¥10.60 on 18 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.59 per share.
Is New 90 Day High Low • Nov 28New 90-day low: CN¥9.13The company is down 19% from its price of CN¥11.25 on 28 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.52 per share.
Is New 90 Day High Low • Oct 30New 90-day low: CN¥9.19The company is down 18% from its price of CN¥11.16 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.52 per share.
Major Estimate Revision • Oct 26Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from CN¥0.28 to CN¥0.34. No change was made to the revenue estimate which at the last update was CN¥3.33b. Net income is expected to grow by 4.4% next year compared to 47% growth forecast for the Electronic industry in China. The consensus price target of CN¥13.20 was unchanged from the last update. Share price is down by 4.1% to CN¥9.88 over the past week.
Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥348.6m, up 77% from the prior year. Total revenue was CN¥3.11b over the last 12 months, up 20% from the prior year.
お知らせ • Oct 16TDG Holding Co., Ltd. to Report Q3, 2020 Results on Oct 20, 2020TDG Holding Co., Ltd. announced that they will report Q3, 2020 results on Oct 20, 2020
Is New 90 Day High Low • Sep 26New 90-day low: CN¥9.72The company is down 2.0% from its price of CN¥9.94 on 24 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.52 per share.
お知らせ • Jul 18TDG Holding Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020TDG Holding Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020