View ValuationSuzhou Etron TechnologiesLtd 将来の成長Future 基準チェック /06現在、 Suzhou Etron TechnologiesLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長32.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥43.10, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 74x in the Electronic industry in China. Total returns to shareholders of 102% over the past three years.お知らせ • Apr 22Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 13, 2026Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 13, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu ChinaReported Earnings • Apr 22First quarter 2026 earnings released: EPS: CN¥0.19 (vs CN¥0.26 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.19 (down from CN¥0.26 in 1Q 2025). Revenue: CN¥530.2m (down 3.5% from 1Q 2025). Net income: CN¥30.5m (down 27% from 1Q 2025). Profit margin: 5.8% (down from 7.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.お知らせ • Apr 11Suzhou Etron Technologies Co.,Ltd. (SHSE:603380) announces an Equity Buyback for CNY 10 million worth of its shares.Suzhou Etron Technologies Co.,Ltd. (SHSE:603380) announces a share repurchase program. Under the program, the company will repurchase not more than CNY 10 million worth of its shares. The shares will be repurchased at a price not more than CNY 45 per share. The repurchases will be funded using the company's own funds. The shares repurchased will be used for ESOP or equity incentives. Shares not used within 3 years after the completion of the repurchase will be cancelled. The program will be valid for 12 months.お知らせ • Mar 30Suzhou Etron Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Suzhou Etron Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026お知らせ • Dec 26Suzhou Etron Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Suzhou Etron Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥40.37, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 57x in the Electronic industry in China. Total returns to shareholders of 66% over the past three years.New Risk • Dec 04New major risk - Revenue and earnings growthEarnings have declined by 1.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.5% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.39 (vs CN¥0.32 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.39 (up from CN¥0.32 in 3Q 2024). Revenue: CN¥551.7m (up 2.4% from 3Q 2024). Net income: CN¥61.5m (up 20% from 3Q 2024). Profit margin: 11% (up from 9.5% in 3Q 2024). Revenue is forecast to grow 21% 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, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.お知らせ • Sep 30Suzhou Etron Technologies Co.,Ltd. to Report Q3, 2025 Results on Oct 30, 2025Suzhou Etron Technologies Co.,Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥51.92, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 78% over the past three years.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥44.60, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 49% over the past three years.New Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥34.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 30x in the Electronic industry in China. Total loss to shareholders of 5.8% over the past three years.Buy Or Sell Opportunity • Aug 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to CN¥33.11. The fair value is estimated to be CN¥27.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 7.5%. Revenue is forecast to grow by 49% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.お知らせ • Jun 30Suzhou Etron Technologies Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025Suzhou Etron Technologies Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.19 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.19 in 1Q 2024). Revenue: CN¥549.1m (up 22% from 1Q 2024). Net income: CN¥41.8m (up 34% from 1Q 2024). Profit margin: 7.6% (up from 6.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 7% per year whereas the company’s share price has fallen by 11% per year.お知らせ • Apr 26Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 16, 2025Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 16, 2025, at 10:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu ChinaValuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥19.36, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 30% over the past three years.お知らせ • Mar 28Suzhou Etron Technologies Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Suzhou Etron Technologies Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025お知らせ • Dec 27Suzhou Etron Technologies Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Suzhou Etron Technologies Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025分析記事 • Nov 06Additional Considerations Required While Assessing Suzhou Etron TechnologiesLtd's (SHSE:603380) Strong EarningsLast week's profit announcement from Suzhou Etron Technologies Co.,Ltd. ( SHSE:603380 ) was underwhelming for...分析記事 • Oct 01Here's Why Suzhou Etron TechnologiesLtd (SHSE:603380) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 30Suzhou Etron Technologies Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Suzhou Etron Technologies Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.35 (vs CN¥0.27 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.35 (up from CN¥0.27 in 2Q 2023). Revenue: CN¥561.8m (up 29% from 2Q 2023). Net income: CN¥56.2m (up 27% from 2Q 2023). Profit margin: 10.0% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.お知らせ • Jun 28Suzhou Etron Technologies Co.,Ltd. to Report First Half, 2024 Results on Aug 31, 2024Suzhou Etron Technologies Co.,Ltd. announced that they will report first half, 2024 results on Aug 31, 2024New Risk • May 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.分析記事 • May 02Some May Be Optimistic About Suzhou Etron TechnologiesLtd's (SHSE:603380) EarningsSuzhou Etron Technologies Co.,Ltd.'s ( SHSE:603380 ) recent soft profit numbers didn't appear to worry shareholders, as...Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.14 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.14 in 1Q 2023). Revenue: CN¥451.3m (up 8.1% from 1Q 2023). Net income: CN¥31.1m (up 40% from 1Q 2023). Profit margin: 6.9% (up from 5.3% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Apr 27Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 24, 2024Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 24, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu Chinaお知らせ • Mar 30Suzhou Etron Technologies Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Suzhou Etron Technologies Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024分析記事 • Mar 04Suzhou Etron Technologies Co.,Ltd. (SHSE:603380) Surges 30% Yet Its Low P/E Is No Reason For ExcitementSuzhou Etron Technologies Co.,Ltd. ( SHSE:603380 ) shareholders are no doubt pleased to see that the share price has...分析記事 • Feb 28Suzhou Etron TechnologiesLtd (SHSE:603380) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥17.27, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 34x in the Electronic industry in China. Total returns to shareholders of 4.5% over the past three years.お知らせ • Dec 30Suzhou Etron Technologies Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Suzhou Etron Technologies Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.4% 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 • Nov 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥27.38, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 10% over the past three years.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.23 (vs CN¥0.27 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.23 (down from CN¥0.27 in 3Q 2022). Revenue: CN¥509.0m (up 15% from 3Q 2022). Net income: CN¥36.9m (down 14% from 3Q 2022). Profit margin: 7.2% (down from 9.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% 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, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.Buying Opportunity • Nov 01Now 20% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be CN¥30.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 88% in 2 years. Earnings is forecast to grow by 133% in the next 2 years.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.24 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.27 (up from CN¥0.24 in 2Q 2022). Revenue: CN¥436.3m (down 13% from 2Q 2022). Net income: CN¥44.2m (up 17% from 2Q 2022). Profit margin: 10% (up from 7.5% in 2Q 2022). The increase in margin was 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 remained flat whereas the company’s share price has increased by 1% per year.New Risk • Jul 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (7.6% net profit margin).お知らせ • Jun 28Suzhou Etron Technologies Co.,Ltd. to Report First Half, 2023 Results on Aug 30, 2023Suzhou Etron Technologies Co.,Ltd. announced that they will report first half, 2023 results on Aug 30, 2023Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥1.12 (down from CN¥1.42 in FY 2021). Revenue: CN¥1.97b (up 13% from FY 2021). Net income: CN¥178.5m (down 22% from FY 2021). Profit margin: 9.0% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock is up 3.1%. The fair value is estimated to be CN¥35.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 71% in 2 years. Earnings is forecast to grow by 106% in the next 2 years.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Supervisor Su Xiao Gu is the most experienced director on the board, commencing their role in 2020. Independent Director Hong Man Ma was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.27 (vs CN¥0.39 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.27 (down from CN¥0.39 in 3Q 2021). Revenue: CN¥442.4m (down 2.1% from 3Q 2021). Net income: CN¥43.0m (down 31% from 3Q 2021). Profit margin: 9.7% (down from 14% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.Buying Opportunity • Sep 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be CN¥37.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 32% in a year. Earnings is forecast to grow by 63% in the next year.Buying Opportunity • Aug 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CN¥37.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 32% in a year. Earnings is forecast to grow by 63% in the next year.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.40 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.24 (down from CN¥0.40 in 2Q 2021). Revenue: CN¥500.3m (up 26% from 2Q 2021). Net income: CN¥37.7m (down 42% from 2Q 2021). Profit margin: 7.5% (down from 16% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 32%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 25% per year.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥38.46, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 179% over the past three years.Reported Earnings • Apr 30First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: CN¥0.34 (up from CN¥0.27 in 1Q 2021). Revenue: CN¥489.4m (up 34% from 1Q 2021). Net income: CN¥55.5m (up 28% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 31%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.Buying Opportunity • Apr 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be CN¥34.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 68% in 2 years. Earnings is forecast to grow by 71% in the next 2 years.Reported Earnings • Mar 13Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.42 (up from CN¥1.03 in FY 2020). Revenue: CN¥1.75b (up 36% from FY 2020). Net income: CN¥227.4m (up 37% from FY 2020). Profit margin: 13% (in line with FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 30%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥36.43, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 162% over the past three years.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥35.89, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 164% over the past three years.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.39 (vs CN¥0.28 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥451.9m (up 36% from 3Q 2020). Net income: CN¥62.0m (up 36% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 27% per year.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.37 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥395.7m (up 7.5% from 2Q 2020). Net income: CN¥64.5m (up 14% from 2Q 2020). Profit margin: 16% (up from 15% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥31.07, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 101% over the past three years.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.27 (vs CN¥0.10 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥365.2m (up 56% from 1Q 2020). Net income: CN¥43.5m (up 162% from 1Q 2020). Profit margin: 12% (up from 7.1% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥23.86, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 38x in the Electronic industry in China. Total returns to shareholders of 3.9% over the past three years.Is New 90 Day High Low • Mar 15New 90-day high: CN¥23.01The company is up 4.0% from a price of CN¥22.14 on 15 December 2020. Outperformed the Chinese market which is flat over the last 90 days. Exceeded the Electronic industry, which is down 6.0% over the same period.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥20.70, the stock is trading at a trailing P/E ratio of 19.9x, up from the previous P/E ratio of 16.8x. This compares to an average P/E of 40x in the Electronic industry in China. Total returns to shareholders over the past three years are 22%.Is New 90 Day High Low • Jan 29New 90-day low: CN¥18.24The company is down 26% from its price of CN¥24.56 on 30 October 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 4.0% over the same period.Is New 90 Day High Low • Dec 24New 90-day low: CN¥20.50The company is down 2.0% from its price of CN¥20.91 on 25 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 Electronic industry, which is up 3.0% over the same period.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥166.7m, up 55% from the prior year. Total revenue was CN¥1.24b over the last 12 months, up 25% from the prior year.お知らせ • Oct 27Suzhou Etron Technologies Co.,Ltd. to Report Q3, 2020 Results on Oct 29, 2020Suzhou Etron Technologies Co.,Ltd. announced that they will report Q3, 2020 results on Oct 29, 2020Is New 90 Day High Low • Oct 13New 90-day high: CN¥25.82The company is up 38% from its price of CN¥18.72 on 15 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 21% share price gain to CN¥25.82, the stock is trading at a trailing P/E ratio of 27.5x, up from the previous P/E ratio of 22.7x. This compares to an average P/E of 49x in the Electronic industry in China. Total returns to shareholders over the past three years are 13%.お知らせ • Jul 09Suzhou Etron Technologies Co.,Ltd. to Report First Half, 2020 Results on Aug 26, 2020Suzhou Etron Technologies Co.,Ltd. announced that they will report first half, 2020 results on Aug 26, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Suzhou Etron TechnologiesLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SHSE:603380 - 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3/31/20262,271211354468N/A12/31/20252,290222267355N/A9/30/20252,332221408508N/A6/30/20252,319211194309N/A3/31/20252,259195153252N/A12/31/20242,161184175276N/A9/30/20242,10616939155N/A6/30/20242,076154187297N/A3/31/20241,951142164296N/A12/31/20231,917133134292N/A9/30/20231,90414618192N/A6/30/20231,838152-13488N/A3/31/20231,902145-13577N/A12/31/20221,973179-20839N/A9/30/20221,971194-15053N/A6/30/20221,980213-13367N/A3/31/20221,876239-16448N/A12/31/20211,752227-10199N/A9/30/20211,567217-32154N/A6/30/20211,44720148202N/A3/31/20211,41919285233N/A12/31/20201,28916686202N/A9/30/20201,23516757159N/A6/30/20201,14815045137N/A3/31/20201,04312962139N/A12/31/20191,027127N/A163N/A9/30/2019990108N/A162N/A6/30/2019994100N/A172N/A3/31/201996995N/A109N/A12/31/2018951102N/A106N/A9/30/2018939100N/A91N/A6/30/2018899109N/A93N/A3/31/2018886103N/A98N/A12/31/201786396N/A83N/A9/30/201781992N/A59N/A6/30/201777187N/A52N/A3/31/201772180N/A46N/A12/31/201668881N/A79N/A12/31/201560265N/A58N/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: 603380の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 603380の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 603380の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 603380の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 603380の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 603380の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/05/20 03:43終値2026/05/20 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Suzhou Etron Technologies Co.,Ltd. 0 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。1 アナリスト機関Jian HuGuosen Securities Co., Ltd.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥43.10, the stock trades at a trailing P/E ratio of 32.3x. Average trailing P/E is 74x in the Electronic industry in China. Total returns to shareholders of 102% over the past three years.
お知らせ • Apr 22Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 13, 2026Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 13, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China
Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: CN¥0.19 (vs CN¥0.26 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.19 (down from CN¥0.26 in 1Q 2025). Revenue: CN¥530.2m (down 3.5% from 1Q 2025). Net income: CN¥30.5m (down 27% from 1Q 2025). Profit margin: 5.8% (down from 7.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Apr 11Suzhou Etron Technologies Co.,Ltd. (SHSE:603380) announces an Equity Buyback for CNY 10 million worth of its shares.Suzhou Etron Technologies Co.,Ltd. (SHSE:603380) announces a share repurchase program. Under the program, the company will repurchase not more than CNY 10 million worth of its shares. The shares will be repurchased at a price not more than CNY 45 per share. The repurchases will be funded using the company's own funds. The shares repurchased will be used for ESOP or equity incentives. Shares not used within 3 years after the completion of the repurchase will be cancelled. The program will be valid for 12 months.
お知らせ • Mar 30Suzhou Etron Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Suzhou Etron Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
お知らせ • Dec 26Suzhou Etron Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Suzhou Etron Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥40.37, the stock trades at a trailing P/E ratio of 28.8x. Average trailing P/E is 57x in the Electronic industry in China. Total returns to shareholders of 66% over the past three years.
New Risk • Dec 04New major risk - Revenue and earnings growthEarnings have declined by 1.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.5% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.39 (vs CN¥0.32 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.39 (up from CN¥0.32 in 3Q 2024). Revenue: CN¥551.7m (up 2.4% from 3Q 2024). Net income: CN¥61.5m (up 20% from 3Q 2024). Profit margin: 11% (up from 9.5% in 3Q 2024). Revenue is forecast to grow 21% 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, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Sep 30Suzhou Etron Technologies Co.,Ltd. to Report Q3, 2025 Results on Oct 30, 2025Suzhou Etron Technologies Co.,Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥51.92, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 78% over the past three years.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥44.60, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 49% over the past three years.
New Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥34.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 30x in the Electronic industry in China. Total loss to shareholders of 5.8% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to CN¥33.11. The fair value is estimated to be CN¥27.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 7.5%. Revenue is forecast to grow by 49% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.
お知らせ • Jun 30Suzhou Etron Technologies Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025Suzhou Etron Technologies Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.19 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.19 in 1Q 2024). Revenue: CN¥549.1m (up 22% from 1Q 2024). Net income: CN¥41.8m (up 34% from 1Q 2024). Profit margin: 7.6% (up from 6.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 7% per year whereas the company’s share price has fallen by 11% per year.
お知らせ • Apr 26Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 16, 2025Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 16, 2025, at 10:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥19.36, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 30% over the past three years.
お知らせ • Mar 28Suzhou Etron Technologies Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Suzhou Etron Technologies Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
お知らせ • Dec 27Suzhou Etron Technologies Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Suzhou Etron Technologies Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
分析記事 • Nov 06Additional Considerations Required While Assessing Suzhou Etron TechnologiesLtd's (SHSE:603380) Strong EarningsLast week's profit announcement from Suzhou Etron Technologies Co.,Ltd. ( SHSE:603380 ) was underwhelming for...
分析記事 • Oct 01Here's Why Suzhou Etron TechnologiesLtd (SHSE:603380) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 30Suzhou Etron Technologies Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Suzhou Etron Technologies Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.35 (vs CN¥0.27 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.35 (up from CN¥0.27 in 2Q 2023). Revenue: CN¥561.8m (up 29% from 2Q 2023). Net income: CN¥56.2m (up 27% from 2Q 2023). Profit margin: 10.0% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • Jun 28Suzhou Etron Technologies Co.,Ltd. to Report First Half, 2024 Results on Aug 31, 2024Suzhou Etron Technologies Co.,Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
New Risk • May 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
分析記事 • May 02Some May Be Optimistic About Suzhou Etron TechnologiesLtd's (SHSE:603380) EarningsSuzhou Etron Technologies Co.,Ltd.'s ( SHSE:603380 ) recent soft profit numbers didn't appear to worry shareholders, as...
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.14 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.14 in 1Q 2023). Revenue: CN¥451.3m (up 8.1% from 1Q 2023). Net income: CN¥31.1m (up 40% from 1Q 2023). Profit margin: 6.9% (up from 5.3% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 27Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 24, 2024Suzhou Etron Technologies Co.,Ltd., Annual General Meeting, May 24, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China
お知らせ • Mar 30Suzhou Etron Technologies Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Suzhou Etron Technologies Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
分析記事 • Mar 04Suzhou Etron Technologies Co.,Ltd. (SHSE:603380) Surges 30% Yet Its Low P/E Is No Reason For ExcitementSuzhou Etron Technologies Co.,Ltd. ( SHSE:603380 ) shareholders are no doubt pleased to see that the share price has...
分析記事 • Feb 28Suzhou Etron TechnologiesLtd (SHSE:603380) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥17.27, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 34x in the Electronic industry in China. Total returns to shareholders of 4.5% over the past three years.
お知らせ • Dec 30Suzhou Etron Technologies Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Suzhou Etron Technologies Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.4% 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 • Nov 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥27.38, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 10% over the past three years.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.23 (vs CN¥0.27 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.23 (down from CN¥0.27 in 3Q 2022). Revenue: CN¥509.0m (up 15% from 3Q 2022). Net income: CN¥36.9m (down 14% from 3Q 2022). Profit margin: 7.2% (down from 9.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% 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, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.
Buying Opportunity • Nov 01Now 20% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be CN¥30.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 88% in 2 years. Earnings is forecast to grow by 133% in the next 2 years.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.24 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.27 (up from CN¥0.24 in 2Q 2022). Revenue: CN¥436.3m (down 13% from 2Q 2022). Net income: CN¥44.2m (up 17% from 2Q 2022). Profit margin: 10% (up from 7.5% in 2Q 2022). The increase in margin was 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 remained flat whereas the company’s share price has increased by 1% per year.
New Risk • Jul 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (7.6% net profit margin).
お知らせ • Jun 28Suzhou Etron Technologies Co.,Ltd. to Report First Half, 2023 Results on Aug 30, 2023Suzhou Etron Technologies Co.,Ltd. announced that they will report first half, 2023 results on Aug 30, 2023
Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥1.12 (down from CN¥1.42 in FY 2021). Revenue: CN¥1.97b (up 13% from FY 2021). Net income: CN¥178.5m (down 22% from FY 2021). Profit margin: 9.0% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock is up 3.1%. The fair value is estimated to be CN¥35.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 71% in 2 years. Earnings is forecast to grow by 106% in the next 2 years.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Supervisor Su Xiao Gu is the most experienced director on the board, commencing their role in 2020. Independent Director Hong Man Ma was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.27 (vs CN¥0.39 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.27 (down from CN¥0.39 in 3Q 2021). Revenue: CN¥442.4m (down 2.1% from 3Q 2021). Net income: CN¥43.0m (down 31% from 3Q 2021). Profit margin: 9.7% (down from 14% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.
Buying Opportunity • Sep 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be CN¥37.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 32% in a year. Earnings is forecast to grow by 63% in the next year.
Buying Opportunity • Aug 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CN¥37.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 32% in a year. Earnings is forecast to grow by 63% in the next year.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.40 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.24 (down from CN¥0.40 in 2Q 2021). Revenue: CN¥500.3m (up 26% from 2Q 2021). Net income: CN¥37.7m (down 42% from 2Q 2021). Profit margin: 7.5% (down from 16% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 32%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 25% per year.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥38.46, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 179% over the past three years.
Reported Earnings • Apr 30First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: CN¥0.34 (up from CN¥0.27 in 1Q 2021). Revenue: CN¥489.4m (up 34% from 1Q 2021). Net income: CN¥55.5m (up 28% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 31%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.
Buying Opportunity • Apr 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be CN¥34.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 68% in 2 years. Earnings is forecast to grow by 71% in the next 2 years.
Reported Earnings • Mar 13Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.42 (up from CN¥1.03 in FY 2020). Revenue: CN¥1.75b (up 36% from FY 2020). Net income: CN¥227.4m (up 37% from FY 2020). Profit margin: 13% (in line with FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 30%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥36.43, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 162% over the past three years.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥35.89, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 164% over the past three years.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.39 (vs CN¥0.28 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥451.9m (up 36% from 3Q 2020). Net income: CN¥62.0m (up 36% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 27% per year.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.37 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥395.7m (up 7.5% from 2Q 2020). Net income: CN¥64.5m (up 14% from 2Q 2020). Profit margin: 16% (up from 15% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥31.07, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 101% over the past three years.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.27 (vs CN¥0.10 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥365.2m (up 56% from 1Q 2020). Net income: CN¥43.5m (up 162% from 1Q 2020). Profit margin: 12% (up from 7.1% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥23.86, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 38x in the Electronic industry in China. Total returns to shareholders of 3.9% over the past three years.
Is New 90 Day High Low • Mar 15New 90-day high: CN¥23.01The company is up 4.0% from a price of CN¥22.14 on 15 December 2020. Outperformed the Chinese market which is flat over the last 90 days. Exceeded the Electronic industry, which is down 6.0% over the same period.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥20.70, the stock is trading at a trailing P/E ratio of 19.9x, up from the previous P/E ratio of 16.8x. This compares to an average P/E of 40x in the Electronic industry in China. Total returns to shareholders over the past three years are 22%.
Is New 90 Day High Low • Jan 29New 90-day low: CN¥18.24The company is down 26% from its price of CN¥24.56 on 30 October 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 4.0% over the same period.
Is New 90 Day High Low • Dec 24New 90-day low: CN¥20.50The company is down 2.0% from its price of CN¥20.91 on 25 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 Electronic industry, which is up 3.0% over the same period.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥166.7m, up 55% from the prior year. Total revenue was CN¥1.24b over the last 12 months, up 25% from the prior year.
お知らせ • Oct 27Suzhou Etron Technologies Co.,Ltd. to Report Q3, 2020 Results on Oct 29, 2020Suzhou Etron Technologies Co.,Ltd. announced that they will report Q3, 2020 results on Oct 29, 2020
Is New 90 Day High Low • Oct 13New 90-day high: CN¥25.82The company is up 38% from its price of CN¥18.72 on 15 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period.
Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 21% share price gain to CN¥25.82, the stock is trading at a trailing P/E ratio of 27.5x, up from the previous P/E ratio of 22.7x. This compares to an average P/E of 49x in the Electronic industry in China. Total returns to shareholders over the past three years are 13%.
お知らせ • Jul 09Suzhou Etron Technologies Co.,Ltd. to Report First Half, 2020 Results on Aug 26, 2020Suzhou Etron Technologies Co.,Ltd. announced that they will report first half, 2020 results on Aug 26, 2020