View ValuationGlarun TechnologyLtd 将来の成長Future 基準チェック /16Glarun TechnologyLtd利益と収益がそれぞれ年間16.2%と11.3%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10.9% 16.3%なると予測されています。主要情報16.2%収益成長率16.29%EPS成長率Communications 収益成長46.7%収益成長率11.3%将来の株主資本利益率10.95%アナリストカバレッジLow最終更新日25 May 2026今後の成長に関する最新情報Major Estimate Revision • Apr 25Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥0.694 to CN¥0.617. Revenue forecast unchanged from CN¥4.10b at last update. Net income forecast to grow 38% next year vs 49% growth forecast for Communications industry in China. Consensus price target of CN¥20.54 unchanged from last update. Share price rose 12% to CN¥20.80 over the past week.Price Target Changed • Aug 26Price target decreased by 19% to CN¥20.88Down from CN¥25.80, the current price target is provided by 1 analyst. New target price is 59% above last closing price of CN¥13.11. Stock is down 11% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥0.48 last year.Price Target Changed • Apr 27Price target increased by 13% to CN¥22.55Up from CN¥19.97, the current price target is an average from 2 analysts. New target price is 56% above last closing price of CN¥14.47. Stock is down 10% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥0.48 last year.Price Target Changed • May 04Price target increased by 8.0% to CN¥18.15Up from CN¥16.80, the current price target is an average from 2 analysts. New target price is 13% above last closing price of CN¥16.12. Stock is up 12% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.44 last year.Price Target Changed • Nov 16Price target increased to CN¥19.29Up from CN¥16.80, the current price target is provided by 1 analyst. New target price is 16% above last closing price of CN¥16.65. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of CN¥0.52 for next year compared to CN¥0.42 last year.Price Target Changed • Apr 27Price target increased to CN¥19.29Up from CN¥16.80, the current price target is provided by 1 analyst. New target price is 42% above last closing price of CN¥13.61. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of CN¥0.43 for next year compared to CN¥0.38 last year.すべての更新を表示Recent updatesReported Earnings • Apr 23Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.51 (in line with FY 2024). Revenue: CN¥3.36b (down 1.2% from FY 2024). Net income: CN¥628.5m (flat on FY 2024). Profit margin: 19% (in line with FY 2024). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 23Glarun Technology Co.,Ltd, Annual General Meeting, May 14, 2026Glarun Technology Co.,Ltd, Annual General Meeting, May 14, 2026, at 14:30 China Standard Time. Location: 22F, Building 1, No. 359, Jiangdong Middle Road, Jianye District, Nanjing, Jiangsu ChinaValuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥27.62, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 64x in the Communications industry in China. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥39.93 per share.お知らせ • Mar 30Glarun Technology Co.,Ltd to Report Q1, 2026 Results on Apr 23, 2026Glarun Technology Co.,Ltd announced that they will report Q1, 2026 results on Apr 23, 2026Buy Or Sell Opportunity • Jan 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to CN¥31.11. The fair value is estimated to be CN¥40.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥34.41, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 51x in the Communications industry in China. Total returns to shareholders of 119% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥39.98 per share.お知らせ • Dec 26Glarun Technology Co.,Ltd to Report Fiscal Year 2025 Results on Apr 23, 2026Glarun Technology Co.,Ltd announced that they will report fiscal year 2025 results on Apr 23, 2026Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.019 (vs CN¥0.019 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.019 (in line with 3Q 2024). Revenue: CN¥396.8m (down 7.0% from 3Q 2024). Net income: CN¥22.9m (up 1.2% from 3Q 2024). Profit margin: 5.8% (up from 5.3% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications 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 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 30Glarun Technology Co.,Ltd to Report Q3, 2025 Results on Oct 25, 2025Glarun Technology Co.,Ltd announced that they will report Q3, 2025 results on Oct 25, 2025Declared Dividend • Jul 02Dividend increased to CN¥0.16Dividend of CN¥0.16 is 8.3% higher than last year. Ex-date: 4th July 2025 Payment date: 4th July 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 30Glarun Technology Co.,Ltd to Report First Half, 2025 Results on Aug 28, 2025Glarun Technology Co.,Ltd announced that they will report first half, 2025 results on Aug 28, 2025New Risk • Jun 13New 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥30.33, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 45x in the Communications industry in China. Total returns to shareholders of 107% over the past three years.New Risk • May 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥24.96, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 40x in the Communications industry in China. Total returns to shareholders of 81% over the past three years.Major Estimate Revision • Apr 25Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥0.694 to CN¥0.617. Revenue forecast unchanged from CN¥4.10b at last update. Net income forecast to grow 38% next year vs 49% growth forecast for Communications industry in China. Consensus price target of CN¥20.54 unchanged from last update. Share price rose 12% to CN¥20.80 over the past week.Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: CN¥0.06 (vs CN¥0.09 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.06 (down from CN¥0.09 in 1Q 2024). Revenue: CN¥363.3m (down 35% from 1Q 2024). Net income: CN¥75.3m (down 35% from 1Q 2024). Profit margin: 21% (in line with 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications 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 increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 20Glarun Technology Co.,Ltd, Annual General Meeting, May 13, 2025Glarun Technology Co.,Ltd, Annual General Meeting, May 13, 2025, at 14:00 China Standard Time. Location: 22F, Building 1, No. 359, Jiangdong Middle Road, Jianye District, Nanjing, Jiangsu Chinaお知らせ • Mar 28Glarun Technology Co.,Ltd to Report Q1, 2025 Results on Apr 19, 2025Glarun Technology Co.,Ltd announced that they will report Q1, 2025 results on Apr 19, 2025分析記事 • Feb 27Why We're Not Concerned About Glarun Technology Co.,Ltd's (SHSE:600562) Share PriceWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") below 38x, you may consider Glarun...分析記事 • Feb 06Is Glarun TechnologyLtd (SHSE:600562) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 15Returns On Capital At Glarun TechnologyLtd (SHSE:600562) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...お知らせ • Dec 27Glarun Technology Co.,Ltd to Report Fiscal Year 2024 Results on Apr 19, 2025Glarun Technology Co.,Ltd announced that they will report fiscal year 2024 results on Apr 19, 2025分析記事 • Nov 08After Leaping 26% Glarun Technology Co.,Ltd (SHSE:600562) Shares Are Not Flying Under The RadarGlarun Technology Co.,Ltd ( SHSE:600562 ) shares have continued their recent momentum with a 26% gain in the last month...Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.25, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 32x in the Communications industry in China. Total returns to shareholders of 22% over the past three years.Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.019 (vs CN¥0.049 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.019 (down from CN¥0.049 in 3Q 2023). Revenue: CN¥426.6m (down 25% from 3Q 2023). Net income: CN¥22.7m (down 61% from 3Q 2023). Profit margin: 5.3% (down from 10% in 3Q 2023). 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 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥18.28, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Communications industry in China. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.27 per share.分析記事 • Oct 16Is Glarun TechnologyLtd (SHSE:600562) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Buy Or Sell Opportunity • Oct 09Now 21% undervaluedOver the last 90 days, the stock has risen 20% to CN¥16.02. The fair value is estimated to be CN¥20.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.7%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.お知らせ • Sep 30Glarun Technology Co.,Ltd to Report Q3, 2024 Results on Oct 26, 2024Glarun Technology Co.,Ltd announced that they will report Q3, 2024 results on Oct 26, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥15.41, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.35 per share.分析記事 • Sep 24Glarun Technology Co.,Ltd's (SHSE:600562) Earnings Haven't Escaped The Attention Of InvestorsWith a median price-to-earnings (or "P/E") ratio of close to 26x in China, you could be forgiven for feeling...Price Target Changed • Aug 26Price target decreased by 19% to CN¥20.88Down from CN¥25.80, the current price target is provided by 1 analyst. New target price is 59% above last closing price of CN¥13.11. Stock is down 11% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥0.48 last year.Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.18 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.18 in 2Q 2023). Revenue: CN¥996.5m (up 1.1% from 2Q 2023). Net income: CN¥230.1m (up 3.4% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Aug 07Returns On Capital Are Showing Encouraging Signs At Glarun TechnologyLtd (SHSE:600562)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Declared Dividend • Jul 08Dividend of CN¥0.14 announcedShareholders will receive a dividend of CN¥0.14. Ex-date: 11th July 2024 Payment date: 11th July 2024 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 78% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28Glarun Technology Co.,Ltd to Report First Half, 2024 Results on Aug 24, 2024Glarun Technology Co.,Ltd announced that they will report first half, 2024 results on Aug 24, 2024分析記事 • Jun 18Getting In Cheap On Glarun Technology Co.,Ltd (SHSE:600562) Is UnlikelyThere wouldn't be many who think Glarun Technology Co.,Ltd's ( SHSE:600562 ) price-to-earnings (or "P/E") ratio of...分析記事 • May 22We Think Glarun TechnologyLtd (SHSE:600562) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Apr 27Price target increased by 13% to CN¥22.55Up from CN¥19.97, the current price target is an average from 2 analysts. New target price is 56% above last closing price of CN¥14.47. Stock is down 10% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥0.48 last year.お知らせ • Apr 26Glarun Technology Co.,Ltd, Annual General Meeting, May 16, 2024Glarun Technology Co.,Ltd, Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu ChinaReported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.09 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.09 (in line with 1Q 2023). Revenue: CN¥562.0m (down 1.8% from 1Q 2023). Net income: CN¥115.5m (up 2.7% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 29Glarun Technology Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Glarun Technology Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024分析記事 • Mar 21Returns Are Gaining Momentum At Glarun TechnologyLtd (SHSE:600562)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Mar 01Glarun Technology Co.,Ltd's (SHSE:600562) Popularity With Investors Is Under Threat From OverpricingThere wouldn't be many who think Glarun Technology Co.,Ltd's ( SHSE:600562 ) price-to-earnings (or "P/E") ratio of...Reported Earnings • Feb 06Full year 2023 earnings released: EPS: CN¥0.48 (vs CN¥0.44 in FY 2022)Full year 2023 results: EPS: CN¥0.48 (up from CN¥0.44 in FY 2022). Revenue: CN¥3.28b (up 1.8% from FY 2022). Net income: CN¥599.2m (up 9.1% from FY 2022). Profit margin: 18% (up from 17% in FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥9.85, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Communications industry in China. Total loss to shareholders of 26% over the past three years.お知らせ • Dec 29Glarun Technology Co.,Ltd to Report Fiscal Year 2023 Results on Apr 25, 2024Glarun Technology Co.,Ltd announced that they will report fiscal year 2023 results on Apr 25, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.049 (vs CN¥0.054 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.049 (down from CN¥0.054 in 3Q 2022). Revenue: CN¥566.4m (up 4.2% from 3Q 2022). Net income: CN¥58.6m (down 14% from 3Q 2022). Profit margin: 10% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications 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 8% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Glarun Technology Co.,Ltd to Report Q3, 2023 Results on Oct 27, 2023Glarun Technology Co.,Ltd announced that they will report Q3, 2023 results on Oct 27, 2023Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.17 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.18 (up from CN¥0.17 in 2Q 2022). Revenue: CN¥985.9m (up 11% from 2Q 2022). Net income: CN¥222.6m (up 7.3% from 2Q 2022). Profit margin: 23% (in line with 2Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications 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 7% per year, which means it is significantly lagging earnings.お知らせ • Jun 28Glarun Technology Co.,Ltd to Report First Half, 2023 Results on Aug 30, 2023Glarun Technology Co.,Ltd announced that they will report first half, 2023 results on Aug 30, 2023Price Target Changed • May 04Price target increased by 8.0% to CN¥18.15Up from CN¥16.80, the current price target is an average from 2 analysts. New target price is 13% above last closing price of CN¥16.12. Stock is up 12% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.44 last year.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.07 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.09 (up from CN¥0.07 in 1Q 2022). Revenue: CN¥572.4m (down 2.6% from 1Q 2022). Net income: CN¥112.5m (up 31% from 1Q 2022). Profit margin: 20% (up from 15% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 16Price target increased to CN¥19.29Up from CN¥16.80, the current price target is provided by 1 analyst. New target price is 16% above last closing price of CN¥16.65. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of CN¥0.52 for next year compared to CN¥0.42 last year.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.054 (vs CN¥0.07 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.054 (down from CN¥0.07 in 3Q 2021). Revenue: CN¥543.4m (down 25% from 3Q 2021). Net income: CN¥68.6m (down 17% from 3Q 2021). Profit margin: 13% (up from 11% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 28Second quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.08 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.08 in 2Q 2021). Revenue: CN¥888.5m (up 9.5% from 2Q 2021). Net income: CN¥207.5m (up 100% from 2Q 2021). Profit margin: 23% (up from 13% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 56%, compared to a 32% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 28First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.06 in 1Q 2021). Revenue: CN¥587.7m (down 30% from 1Q 2021). Net income: CN¥86.2m (up 15% from 1Q 2021). Profit margin: 15% (up from 9.0% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target increased to CN¥19.29Up from CN¥16.80, the current price target is provided by 1 analyst. New target price is 42% above last closing price of CN¥13.61. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of CN¥0.43 for next year compared to CN¥0.38 last year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Chairman Mingchun Hu was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.07 (vs CN¥0.065 in 3Q 2020)The company reported a decent third quarter result with improved earnings, although revenues and profit margins were flat. Third quarter 2021 results: Revenue: CN¥721.3m (flat on 3Q 2020). Net income: CN¥82.3m (up 4.9% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥14.32, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 32x in the Communications industry in China. Total loss to shareholders of 10% over the past three years.Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.098 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: CN¥811.1m (down 50% from 2Q 2020). Net income: CN¥103.7m (down 42% from 2Q 2020). Profit margin: 13% (up from 11% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥17.66, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Communications industry in China. Total returns to shareholders of 14% over the past three years.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.005 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥833.8m (up CN¥730.7m from 1Q 2020). Net income: CN¥75.0m (up CN¥78.0m from 1Q 2020). Profit margin: 9.0% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 03New 90-day low: CN¥14.57The company is down 19% from its price of CN¥18.06 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥45.63 per share.Is New 90 Day High Low • Dec 10New 90-day low: CN¥15.67The company is down 11% from its price of CN¥17.70 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications 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¥45.78 per share.Is New 90 Day High Low • Nov 12New 90-day low: CN¥16.72The company is down 14% from its price of CN¥19.35 on 14 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥40.99 per share.お知らせ • Oct 27Glarun Technology Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020Glarun Technology Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020お知らせ • Jul 18Glarun Technology Co., Ltd. to Report First Half, 2020 Results on Aug 31, 2020Glarun Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 31, 2020業績と収益の成長予測SHSE:600562 - 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12/31/20284,684965N/A1,540112/31/20273,981774N/A415112/31/20263,517660N/A87113/31/20263,502630349384N/A12/31/20253,358629357394N/A9/30/20253,533634276297N/A6/30/20253,563634924N/A3/31/20253,202590-248-219N/A12/31/20243,400630-335-305N/A9/30/20243,142574449N/A6/30/20243,282610230278N/A3/31/20243,272602387423N/A12/31/20233,282599378414N/A9/30/20233,330581-86-43N/A6/30/20233,30759162109N/A3/31/20233,210576330373N/A12/31/20223,225549398441N/A9/30/20223,085627225247N/A6/30/20223,2636415171N/A3/31/20223,186537-217-194N/A12/31/20213,432526127N/A9/30/20213,542473335358N/A6/30/20213,542472369391N/A3/31/20214,184535230253N/A12/31/20203,606466358384N/A9/30/20203,662426315338N/A6/30/20203,915440266300N/A3/31/20203,433400-160-122N/A12/31/20193,384410N/A-322N/A9/30/20192,512246N/A-292N/A6/30/20191,765157N/A-295N/A3/31/20191,07438N/A174N/A12/31/20181,04338N/A139N/A9/30/20181,12470N/A-7N/A6/30/20181,170103N/A121N/A3/31/20181,169163N/A219N/A12/31/20171,154169N/A231N/A9/30/20171,267224N/A94N/A6/30/20171,258235N/A-2N/A3/31/20171,267228N/A-119N/A12/31/20161,258228N/A-47N/A9/30/20161,191214N/A-52N/A6/30/20161,195213N/A2N/A3/31/20161,146196N/A1N/A12/31/20151,092187N/A-8N/A9/30/2015981163N/A25N/A6/30/2015947147N/A-13N/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: 600562の予測収益成長率 (年間16.2% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 600562の収益 ( 16.2% ) CN市場 ( 28.1% ) よりも低い成長が予測されています。高成長収益: 600562の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 600562の収益 ( 11.3% ) CN市場 ( 17.1% ) よりも低い成長が予測されています。高い収益成長: 600562の収益 ( 11.3% ) 20%よりも低い成長が予測されています。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: 600562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 ( 10.9 %)。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2026/06/26 13:47終値2026/06/26 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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Glarun Technology 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。6 アナリスト機関Chenshuo FuCitic Securities Co., Ltd.Nick ZhengDeutsche BankJunh LiGuosen Securities Co., Ltd.3 その他のアナリストを表示
Major Estimate Revision • Apr 25Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥0.694 to CN¥0.617. Revenue forecast unchanged from CN¥4.10b at last update. Net income forecast to grow 38% next year vs 49% growth forecast for Communications industry in China. Consensus price target of CN¥20.54 unchanged from last update. Share price rose 12% to CN¥20.80 over the past week.
Price Target Changed • Aug 26Price target decreased by 19% to CN¥20.88Down from CN¥25.80, the current price target is provided by 1 analyst. New target price is 59% above last closing price of CN¥13.11. Stock is down 11% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥0.48 last year.
Price Target Changed • Apr 27Price target increased by 13% to CN¥22.55Up from CN¥19.97, the current price target is an average from 2 analysts. New target price is 56% above last closing price of CN¥14.47. Stock is down 10% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥0.48 last year.
Price Target Changed • May 04Price target increased by 8.0% to CN¥18.15Up from CN¥16.80, the current price target is an average from 2 analysts. New target price is 13% above last closing price of CN¥16.12. Stock is up 12% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.44 last year.
Price Target Changed • Nov 16Price target increased to CN¥19.29Up from CN¥16.80, the current price target is provided by 1 analyst. New target price is 16% above last closing price of CN¥16.65. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of CN¥0.52 for next year compared to CN¥0.42 last year.
Price Target Changed • Apr 27Price target increased to CN¥19.29Up from CN¥16.80, the current price target is provided by 1 analyst. New target price is 42% above last closing price of CN¥13.61. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of CN¥0.43 for next year compared to CN¥0.38 last year.
Reported Earnings • Apr 23Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.51 (in line with FY 2024). Revenue: CN¥3.36b (down 1.2% from FY 2024). Net income: CN¥628.5m (flat on FY 2024). Profit margin: 19% (in line with FY 2024). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 23Glarun Technology Co.,Ltd, Annual General Meeting, May 14, 2026Glarun Technology Co.,Ltd, Annual General Meeting, May 14, 2026, at 14:30 China Standard Time. Location: 22F, Building 1, No. 359, Jiangdong Middle Road, Jianye District, Nanjing, Jiangsu China
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥27.62, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 64x in the Communications industry in China. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥39.93 per share.
お知らせ • Mar 30Glarun Technology Co.,Ltd to Report Q1, 2026 Results on Apr 23, 2026Glarun Technology Co.,Ltd announced that they will report Q1, 2026 results on Apr 23, 2026
Buy Or Sell Opportunity • Jan 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to CN¥31.11. The fair value is estimated to be CN¥40.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥34.41, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 51x in the Communications industry in China. Total returns to shareholders of 119% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥39.98 per share.
お知らせ • Dec 26Glarun Technology Co.,Ltd to Report Fiscal Year 2025 Results on Apr 23, 2026Glarun Technology Co.,Ltd announced that they will report fiscal year 2025 results on Apr 23, 2026
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.019 (vs CN¥0.019 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.019 (in line with 3Q 2024). Revenue: CN¥396.8m (down 7.0% from 3Q 2024). Net income: CN¥22.9m (up 1.2% from 3Q 2024). Profit margin: 5.8% (up from 5.3% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications 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 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 30Glarun Technology Co.,Ltd to Report Q3, 2025 Results on Oct 25, 2025Glarun Technology Co.,Ltd announced that they will report Q3, 2025 results on Oct 25, 2025
Declared Dividend • Jul 02Dividend increased to CN¥0.16Dividend of CN¥0.16 is 8.3% higher than last year. Ex-date: 4th July 2025 Payment date: 4th July 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 30Glarun Technology Co.,Ltd to Report First Half, 2025 Results on Aug 28, 2025Glarun Technology Co.,Ltd announced that they will report first half, 2025 results on Aug 28, 2025
New Risk • Jun 13New 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥30.33, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 45x in the Communications industry in China. Total returns to shareholders of 107% over the past three years.
New Risk • May 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥24.96, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 40x in the Communications industry in China. Total returns to shareholders of 81% over the past three years.
Major Estimate Revision • Apr 25Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥0.694 to CN¥0.617. Revenue forecast unchanged from CN¥4.10b at last update. Net income forecast to grow 38% next year vs 49% growth forecast for Communications industry in China. Consensus price target of CN¥20.54 unchanged from last update. Share price rose 12% to CN¥20.80 over the past week.
Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: CN¥0.06 (vs CN¥0.09 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.06 (down from CN¥0.09 in 1Q 2024). Revenue: CN¥363.3m (down 35% from 1Q 2024). Net income: CN¥75.3m (down 35% from 1Q 2024). Profit margin: 21% (in line with 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications 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 increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 20Glarun Technology Co.,Ltd, Annual General Meeting, May 13, 2025Glarun Technology Co.,Ltd, Annual General Meeting, May 13, 2025, at 14:00 China Standard Time. Location: 22F, Building 1, No. 359, Jiangdong Middle Road, Jianye District, Nanjing, Jiangsu China
お知らせ • Mar 28Glarun Technology Co.,Ltd to Report Q1, 2025 Results on Apr 19, 2025Glarun Technology Co.,Ltd announced that they will report Q1, 2025 results on Apr 19, 2025
分析記事 • Feb 27Why We're Not Concerned About Glarun Technology Co.,Ltd's (SHSE:600562) Share PriceWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") below 38x, you may consider Glarun...
分析記事 • Feb 06Is Glarun TechnologyLtd (SHSE:600562) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 15Returns On Capital At Glarun TechnologyLtd (SHSE:600562) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
お知らせ • Dec 27Glarun Technology Co.,Ltd to Report Fiscal Year 2024 Results on Apr 19, 2025Glarun Technology Co.,Ltd announced that they will report fiscal year 2024 results on Apr 19, 2025
分析記事 • Nov 08After Leaping 26% Glarun Technology Co.,Ltd (SHSE:600562) Shares Are Not Flying Under The RadarGlarun Technology Co.,Ltd ( SHSE:600562 ) shares have continued their recent momentum with a 26% gain in the last month...
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.25, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 32x in the Communications industry in China. Total returns to shareholders of 22% over the past three years.
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.019 (vs CN¥0.049 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.019 (down from CN¥0.049 in 3Q 2023). Revenue: CN¥426.6m (down 25% from 3Q 2023). Net income: CN¥22.7m (down 61% from 3Q 2023). Profit margin: 5.3% (down from 10% in 3Q 2023). 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 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥18.28, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Communications industry in China. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.27 per share.
分析記事 • Oct 16Is Glarun TechnologyLtd (SHSE:600562) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Buy Or Sell Opportunity • Oct 09Now 21% undervaluedOver the last 90 days, the stock has risen 20% to CN¥16.02. The fair value is estimated to be CN¥20.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.7%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.
お知らせ • Sep 30Glarun Technology Co.,Ltd to Report Q3, 2024 Results on Oct 26, 2024Glarun Technology Co.,Ltd announced that they will report Q3, 2024 results on Oct 26, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥15.41, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.35 per share.
分析記事 • Sep 24Glarun Technology Co.,Ltd's (SHSE:600562) Earnings Haven't Escaped The Attention Of InvestorsWith a median price-to-earnings (or "P/E") ratio of close to 26x in China, you could be forgiven for feeling...
Price Target Changed • Aug 26Price target decreased by 19% to CN¥20.88Down from CN¥25.80, the current price target is provided by 1 analyst. New target price is 59% above last closing price of CN¥13.11. Stock is down 11% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥0.48 last year.
Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.18 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.18 in 2Q 2023). Revenue: CN¥996.5m (up 1.1% from 2Q 2023). Net income: CN¥230.1m (up 3.4% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Aug 07Returns On Capital Are Showing Encouraging Signs At Glarun TechnologyLtd (SHSE:600562)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Declared Dividend • Jul 08Dividend of CN¥0.14 announcedShareholders will receive a dividend of CN¥0.14. Ex-date: 11th July 2024 Payment date: 11th July 2024 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 78% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28Glarun Technology Co.,Ltd to Report First Half, 2024 Results on Aug 24, 2024Glarun Technology Co.,Ltd announced that they will report first half, 2024 results on Aug 24, 2024
分析記事 • Jun 18Getting In Cheap On Glarun Technology Co.,Ltd (SHSE:600562) Is UnlikelyThere wouldn't be many who think Glarun Technology Co.,Ltd's ( SHSE:600562 ) price-to-earnings (or "P/E") ratio of...
分析記事 • May 22We Think Glarun TechnologyLtd (SHSE:600562) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Apr 27Price target increased by 13% to CN¥22.55Up from CN¥19.97, the current price target is an average from 2 analysts. New target price is 56% above last closing price of CN¥14.47. Stock is down 10% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥0.48 last year.
お知らせ • Apr 26Glarun Technology Co.,Ltd, Annual General Meeting, May 16, 2024Glarun Technology Co.,Ltd, Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.09 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.09 (in line with 1Q 2023). Revenue: CN¥562.0m (down 1.8% from 1Q 2023). Net income: CN¥115.5m (up 2.7% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 29Glarun Technology Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Glarun Technology Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024
分析記事 • Mar 21Returns Are Gaining Momentum At Glarun TechnologyLtd (SHSE:600562)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Mar 01Glarun Technology Co.,Ltd's (SHSE:600562) Popularity With Investors Is Under Threat From OverpricingThere wouldn't be many who think Glarun Technology Co.,Ltd's ( SHSE:600562 ) price-to-earnings (or "P/E") ratio of...
Reported Earnings • Feb 06Full year 2023 earnings released: EPS: CN¥0.48 (vs CN¥0.44 in FY 2022)Full year 2023 results: EPS: CN¥0.48 (up from CN¥0.44 in FY 2022). Revenue: CN¥3.28b (up 1.8% from FY 2022). Net income: CN¥599.2m (up 9.1% from FY 2022). Profit margin: 18% (up from 17% in FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥9.85, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Communications industry in China. Total loss to shareholders of 26% over the past three years.
お知らせ • Dec 29Glarun Technology Co.,Ltd to Report Fiscal Year 2023 Results on Apr 25, 2024Glarun Technology Co.,Ltd announced that they will report fiscal year 2023 results on Apr 25, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.049 (vs CN¥0.054 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.049 (down from CN¥0.054 in 3Q 2022). Revenue: CN¥566.4m (up 4.2% from 3Q 2022). Net income: CN¥58.6m (down 14% from 3Q 2022). Profit margin: 10% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications 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 8% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Glarun Technology Co.,Ltd to Report Q3, 2023 Results on Oct 27, 2023Glarun Technology Co.,Ltd announced that they will report Q3, 2023 results on Oct 27, 2023
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.17 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.18 (up from CN¥0.17 in 2Q 2022). Revenue: CN¥985.9m (up 11% from 2Q 2022). Net income: CN¥222.6m (up 7.3% from 2Q 2022). Profit margin: 23% (in line with 2Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications 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 7% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28Glarun Technology Co.,Ltd to Report First Half, 2023 Results on Aug 30, 2023Glarun Technology Co.,Ltd announced that they will report first half, 2023 results on Aug 30, 2023
Price Target Changed • May 04Price target increased by 8.0% to CN¥18.15Up from CN¥16.80, the current price target is an average from 2 analysts. New target price is 13% above last closing price of CN¥16.12. Stock is up 12% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.44 last year.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.07 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.09 (up from CN¥0.07 in 1Q 2022). Revenue: CN¥572.4m (down 2.6% from 1Q 2022). Net income: CN¥112.5m (up 31% from 1Q 2022). Profit margin: 20% (up from 15% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 16Price target increased to CN¥19.29Up from CN¥16.80, the current price target is provided by 1 analyst. New target price is 16% above last closing price of CN¥16.65. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of CN¥0.52 for next year compared to CN¥0.42 last year.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.054 (vs CN¥0.07 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.054 (down from CN¥0.07 in 3Q 2021). Revenue: CN¥543.4m (down 25% from 3Q 2021). Net income: CN¥68.6m (down 17% from 3Q 2021). Profit margin: 13% (up from 11% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 28Second quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.08 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.08 in 2Q 2021). Revenue: CN¥888.5m (up 9.5% from 2Q 2021). Net income: CN¥207.5m (up 100% from 2Q 2021). Profit margin: 23% (up from 13% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 56%, compared to a 32% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 28First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.06 in 1Q 2021). Revenue: CN¥587.7m (down 30% from 1Q 2021). Net income: CN¥86.2m (up 15% from 1Q 2021). Profit margin: 15% (up from 9.0% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target increased to CN¥19.29Up from CN¥16.80, the current price target is provided by 1 analyst. New target price is 42% above last closing price of CN¥13.61. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of CN¥0.43 for next year compared to CN¥0.38 last year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Chairman Mingchun Hu was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.07 (vs CN¥0.065 in 3Q 2020)The company reported a decent third quarter result with improved earnings, although revenues and profit margins were flat. Third quarter 2021 results: Revenue: CN¥721.3m (flat on 3Q 2020). Net income: CN¥82.3m (up 4.9% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥14.32, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 32x in the Communications industry in China. Total loss to shareholders of 10% over the past three years.
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.098 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: CN¥811.1m (down 50% from 2Q 2020). Net income: CN¥103.7m (down 42% from 2Q 2020). Profit margin: 13% (up from 11% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥17.66, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Communications industry in China. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.005 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥833.8m (up CN¥730.7m from 1Q 2020). Net income: CN¥75.0m (up CN¥78.0m from 1Q 2020). Profit margin: 9.0% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 03New 90-day low: CN¥14.57The company is down 19% from its price of CN¥18.06 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥45.63 per share.
Is New 90 Day High Low • Dec 10New 90-day low: CN¥15.67The company is down 11% from its price of CN¥17.70 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications 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¥45.78 per share.
Is New 90 Day High Low • Nov 12New 90-day low: CN¥16.72The company is down 14% from its price of CN¥19.35 on 14 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥40.99 per share.
お知らせ • Oct 27Glarun Technology Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020Glarun Technology Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020
お知らせ • Jul 18Glarun Technology Co., Ltd. to Report First Half, 2020 Results on Aug 31, 2020Glarun Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 31, 2020