TianJin 712 Communication & Broadcasting（603712）株式概要天津712通信放送有限公司 詳細603712 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績0/6財務の健全性3/6配当金0/6報酬収益は年間122.74%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、603712 、リスクは検出されなかった。すべてのリスクチェックを見る603712 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥14.8173.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-560m20b2016201920222025202620282031Revenue CN¥20.2bEarnings CN¥2.0bAdvancedSet Fair ValueView all narrativesTianJin 712 Communication & Broadcasting Co., Ltd. 競合他社Beijing BDStar NavigationSymbol: SZSE:002151Market cap: CN¥18.5bShenzhen Phoenix Telecom TechnologyLtdSymbol: SZSE:301191Market cap: CN¥10.5bKyland TechnologySymbol: SZSE:300353Market cap: CN¥12.5bCetc Potevio Science&TechnologyLtdSymbol: SZSE:002544Market cap: CN¥14.8b価格と性能株価の高値、安値、推移の概要TianJin 712 Communication & Broadcasting過去の株価現在の株価CN¥14.8152週高値CN¥26.2552週安値CN¥14.62ベータ0.171ヶ月の変化-8.01%3ヶ月変化-25.24%1年変化-27.15%3年間の変化-53.72%5年間の変化-60.38%IPOからの変化126.11%最新ニュースReported Earnings • Apr 23Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.64 loss per share (further deteriorated from CN¥0.32 loss in FY 2024). Revenue: CN¥2.15b (flat on FY 2024). Net loss: CN¥492.1m (loss widened 98% from FY 2024). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 39% 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, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.お知らせ • Apr 23TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 13, 2026TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tianjin Chinaお知らせ • Mar 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.17 loss in 3Q 2024)Third quarter 2025 results: CN¥0.12 loss per share (improved from CN¥0.17 loss in 3Q 2024). Revenue: CN¥561.4m (up 38% from 3Q 2024). Net loss: CN¥91.8m (loss narrowed 2.5% from 3Q 2024). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Communications industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025最新情報をもっと見るRecent updatesReported Earnings • Apr 23Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.64 loss per share (further deteriorated from CN¥0.32 loss in FY 2024). Revenue: CN¥2.15b (flat on FY 2024). Net loss: CN¥492.1m (loss widened 98% from FY 2024). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 39% 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, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.お知らせ • Apr 23TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 13, 2026TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tianjin Chinaお知らせ • Mar 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.17 loss in 3Q 2024)Third quarter 2025 results: CN¥0.12 loss per share (improved from CN¥0.17 loss in 3Q 2024). Revenue: CN¥561.4m (up 38% from 3Q 2024). Net loss: CN¥91.8m (loss narrowed 2.5% from 3Q 2024). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Communications industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Price Target Changed • Jun 30Price target increased by 13% to CN¥23.89Up from CN¥21.13, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CN¥21.01. Stock is up 17% over the past year. The company is forecast to post earnings per share of CN¥0.35 next year compared to a net loss per share of CN¥0.32 last year.お知らせ • Jun 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Board Change • May 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Shu Li was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 28, 2025TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time.Reported Earnings • Apr 24Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.32 loss per share (down from CN¥0.57 profit in FY 2023). Revenue: CN¥2.15b (down 34% from FY 2023). Net loss: CN¥248.8m (down 157% from profit in FY 2023). Revenue missed analyst estimates by 48%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 46% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Mar 28TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025分析記事 • Mar 13The Market Lifts TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Shares 25% But It Can Do MoreTianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) shares have had a really impressive month, gaining...New Risk • Feb 28New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin).分析記事 • Jan 08Positive Sentiment Still Eludes TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Following 28% Share Price SlumpTianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) shareholders won't be pleased to see that the share...お知らせ • Dec 27TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Major Estimate Revision • Nov 07Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥4.04b to CN¥3.91b. EPS estimate rose from CN¥0.733 to CN¥0.807. Net income forecast to grow 549% next year vs 70% growth forecast for Communications industry in China. Consensus price target up from CN¥22.48 to CN¥24.07. Share price rose 10% to CN¥19.15 over the past week.分析記事 • Nov 05TianJin 712 Communication & Broadcasting's (SHSE:603712) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsInvestors were disappointed by TianJin 712 Communication & Broadcasting Co., Ltd.'s ( SHSE:603712 ) latest earnings...Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.17 loss per share (vs CN¥0.13 profit in 3Q 2023)Third quarter 2024 results: CN¥0.17 loss per share (down from CN¥0.13 profit in 3Q 2023). Revenue: CN¥407.9m (down 54% from 3Q 2023). Net loss: CN¥94.2m (down 194% from profit in 3Q 2023). Revenue is forecast to grow 31% 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 fallen by 25% per year whereas the company’s share price has fallen by 23% per year.分析記事 • Oct 21TianJin 712 Communication & Broadcasting Co., Ltd.'s (SHSE:603712) P/E Is Still On The Mark Following 35% Share Price BounceTianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) shares have had a really impressive month, gaining...分析記事 • Oct 11TianJin 712 Communication & Broadcasting's (SHSE:603712) Returns On Capital Not Reflecting Well On The BusinessWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...お知らせ • Sep 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥16.77, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Communications industry in China. Total loss to shareholders of 54% over the past three years.分析記事 • Sep 23Does TianJin 712 Communication & Broadcasting (SHSE:603712) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Sep 03Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥4.88b to CN¥4.04b. EPS estimate fell from CN¥1.02 to CN¥0.733 per share. Net income forecast to grow 116% next year vs 62% growth forecast for Communications industry in China. Consensus price target down from CN¥26.98 to CN¥22.48. Share price was steady at CN¥15.78 over the past week.分析記事 • Sep 02Analysts Have Just Cut Their TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Revenue Estimates By 17%The latest analyst coverage could presage a bad day for TianJin 712 Communication & Broadcasting Co., Ltd...New Risk • Sep 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin).Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.24 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.07 (down from CN¥0.24 in 2Q 2023). Revenue: CN¥711.7m (down 22% from 2Q 2023). Net income: CN¥51.1m (down 72% from 2Q 2023). Profit margin: 7.2% (down from 20% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 29% 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 fallen by 11% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.分析記事 • Aug 14Getting In Cheap On TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Might Be DifficultWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") below 27x, you may consider...お知らせ • Jun 28TianJin 712 Communication & Broadcasting Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024分析記事 • Jun 20These 4 Measures Indicate That TianJin 712 Communication & Broadcasting (SHSE:603712) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • May 24Price target decreased by 8.5% to CN¥26.98Down from CN¥29.48, the current price target is an average from 2 analysts. New target price is 23% above last closing price of CN¥21.92. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥0.97 for next year compared to CN¥0.57 last year.分析記事 • May 22The Returns At TianJin 712 Communication & Broadcasting (SHSE:603712) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...New Risk • May 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.分析記事 • Apr 03TianJin 712 Communication & Broadcasting's (SHSE:603712) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that TianJin 712 Communication & Broadcasting Co., Ltd.'s ( SHSE:603712 ) recent...分析記事 • Mar 31TianJin 712 Communication & Broadcasting Co., Ltd. Just Missed EPS By 47%: Here's What Analysts Think Will Happen NextTianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) just released its latest annual report and things...お知らせ • Mar 29TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024お知らせ • Mar 28TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, Apr 26, 2024TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, Apr 26, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tianjin ChinaReported Earnings • Mar 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.57 (down from CN¥1.00 in FY 2022). Revenue: CN¥3.27b (down 19% from FY 2022). Net income: CN¥439.8m (down 43% from FY 2022). Profit margin: 14% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 34% 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 6% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥24.41, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Communications industry in China. Total loss to shareholders of 28% over the past three years.分析記事 • Mar 22TianJin 712 Communication & Broadcasting (SHSE:603712) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 04Optimistic Investors Push TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Shares Up 26% But Growth Is LackingThose holding TianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) shares would be relieved that the...Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥23.15, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Communications industry in China. Total loss to shareholders of 40% over the past three years.お知らせ • Dec 29TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2023 Results on Mar 28, 2024TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2023 results on Mar 28, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.13 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥885.3m (up 5.2% from 3Q 2022). Net income: CN¥99.8m (up 2.0% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Revenue is forecast to grow 25% 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 18% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.24 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.24 (down from CN¥0.24 in 2Q 2022). Revenue: CN¥907.9m (down 5.6% from 2Q 2022). Net income: CN¥183.2m (flat on 2Q 2022). Profit margin: 20% (up from 19% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 27% 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 22% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Jun 28TianJin 712 Communication & Broadcasting Co., Ltd. to Report First Half, 2023 Results on Aug 29, 2023TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report first half, 2023 results on Aug 29, 2023Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥26.62, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 30x in the Communications industry in China. Total loss to shareholders of 25% over the past three years.Reported Earnings • Apr 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥1.00 (up from CN¥0.89 in FY 2021). Revenue: CN¥4.04b (up 17% from FY 2021). Net income: CN¥774.9m (up 13% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 27% p.a. on average during the next 2 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 29% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 5 experienced directors. No highly experienced directors. GM & Director Hui Pang is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.12. Revenue: CN¥841.7m (up 26% from 3Q 2021). Net income: CN¥97.8m (up 13% from 3Q 2021). Profit margin: 12% (down from 13% in 3Q 2021). 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 20% growth forecast for the Communications industry in China.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥35.34, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 42% over the past three years.Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.17 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.17 in 2Q 2021). Revenue: CN¥961.7m (up 29% from 2Q 2021). Net income: CN¥183.9m (up 30% from 2Q 2021). Profit margin: 19% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 39%, compared to a 29% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) agreed to acquire Tianjin Tongguang Group Zhenhai Technology Co., Ltd from Tianjin Communication and Broadcasting Group Co., Ltd. and Tianjin Tongguang Group Zhentong Electronics Co., Ltd for CNY 29.1 million.TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) agreed to acquire Tianjin Tongguang Group Zhenhai Technology Co., Ltd from Tianjin Communication and Broadcasting Group Co., Ltd. and Tianjin Tongguang Group Zhentong Electronics Co., Ltd for CNY 29.1 million on June 28, 2022. TianJin 712 Communication & Broadcasting Co., Ltd. board approved the transaction. As of year ended March 31, 2022, Tianjin Tongguang Group Zhenhai Technology Co., Ltd reported total assets of CNY 46.56 million and total common equity of CNY 35.27 million.Reported Earnings • Apr 28First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.028 (up from CN¥0.022 in 1Q 2021). Revenue: CN¥409.8m (up 18% from 1Q 2021). Net income: CN¥21.5m (up 27% from 1Q 2021). Profit margin: 5.2% (up from 4.9% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 41%, compared to a 29% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥33.99, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Communications industry in China. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.68 per share.Reported Earnings • Mar 12Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.89 (up from CN¥0.68 in FY 2020). Revenue: CN¥3.45b (up 28% from FY 2020). Net income: CN¥688.3m (up 32% from FY 2020). Profit margin: 20% (in line with FY 2020). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 36%, compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.09 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥666.3m (up 42% from 3Q 2020). Net income: CN¥86.6m (up 25% from 3Q 2020). Profit margin: 13% (down from 15% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.12 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥745.5m (up 29% from 2Q 2020). Net income: CN¥141.8m (up 50% from 2Q 2020). Profit margin: 19% (up from 16% 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 37% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥40.31, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 30x in the Communications industry in China. Total returns to shareholders of 93% over the past three years.Reported Earnings • May 04First quarter 2021 earnings released: EPS CN¥0.022 (vs CN¥0.011 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥346.6m (up 31% from 1Q 2020). Net income: CN¥17.0m (up 95% from 1Q 2020). Profit margin: 4.9% (up from 3.3% 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 34% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 18Full year 2020 earnings released: EPS CN¥0.68 (vs CN¥0.45 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥2.70b (up 26% from FY 2019). Net income: CN¥523.1m (up 52% from FY 2019). Profit margin: 19% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 11New 90-day low: CN¥34.13The company is down 8.0% from its price of CN¥37.08 on 11 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is down 17% over the same period.お知らせ • Jan 21TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2020 Results on Mar 18, 2021TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2020 results on Mar 18, 2021Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥37.45, the stock is trading at a trailing P/E ratio of 73.4x, down from the previous P/E ratio of 88.5x. This compares to an average P/E of 53x in the Communications industry in China. Total returns to shareholders over the past year are 42%.Is New 90 Day High Low • Dec 07New 90-day low: CN¥37.56The company is down 19% from its price of CN¥46.44 on 08 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 7.0% over the same period.Is New 90 Day High Low • Nov 13New 90-day low: CN¥41.36The company is down 23% from its price of CN¥53.93 on 14 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 10.0% over the same period.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥405.8m, up 56% from the prior year. Total revenue was CN¥2.30b over the last 12 months, up 26% from the prior year.お知らせ • Aug 26Tianjin Zhibo Intelligent Technology Development Co., Ltd. entered into equity transfer agreement to acquire 52.53% stake in TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) from Tianjin Zhonghuan Electronic and Information (Group) Co., Ltd. for free.Tianjin Zhibo Intelligent Technology Development Co., Ltd. entered into equity transfer agreement to acquire 52.53% stake in TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) from Tianjin Zhonghuan Electronic and Information (Group) Co., Ltd. for free on August 25, 2020. Tianjin Zhonghuan held 405 million A shares of TianJin 712, accounting for 52.53% of the total shares, and was the company's controlling shareholder. The transaction still needs to obtain the approval of Tianjin SASAC.株主還元603712CN CommunicationsCN 市場7D-9.9%3.9%-1.8%1Y-27.2%195.7%32.7%株主還元を見る業界別リターン: 603712過去 1 年間で195.7 % の収益を上げたCN Communications業界を下回りました。リターン対市場: 603712は、過去 1 年間で32.7 % のリターンを上げたCN市場を下回りました。価格変動Is 603712's price volatile compared to industry and market?603712 volatility603712 Average Weekly Movement5.9%Communications Industry Average Movement7.5%Market Average Movement6.6%10% most volatile stocks in CN Market10.2%10% least volatile stocks in CN Market4.3%安定した株価: 603712 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 603712の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19362,208Jinbo Zhangwww.712.cn天津712通信放送有限公司は、中国国内外で戦術無線、空中局、鉄道通信無線などの通信設備の研究開発、生産、販売を行っている。同社の製品には、無線列車配車、都市大量輸送、機関車制御装置、操車区マスター無線機、遠隔制御端末などのデジタル無線機操車システム、地上通信システムなどがある。また、投資管理、特殊・電子機器の製造・販売も行っている。防衛建設、鉄道建設などの顧客にサービスを提供している。同社は1936年に設立され、中国の天津に拠点を置く。もっと見るTianJin 712 Communication & Broadcasting Co., Ltd. 基礎のまとめTianJin 712 Communication & Broadcasting の収益と売上を時価総額と比較するとどうか。603712 基礎統計学時価総額CN¥11.35b収益（TTM）-CN¥503.30m売上高(TTM)CN¥2.18b5.2xP/Sレシオ-22.7xPER（株価収益率603712 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計603712 損益計算書（TTM）収益CN¥2.18b売上原価CN¥1.56b売上総利益CN¥614.32mその他の費用CN¥1.12b収益-CN¥503.30m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.65グロス・マージン28.21%純利益率-23.11%有利子負債／自己資本比率39.3%603712 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/06/01 09:09終値2026/06/01 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TianJin 712 Communication & Broadcasting 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。2 アナリスト機関Chenshuo FuCitic Securities Co., Ltd.Jinsong ZhuHaitong International Research Limited
Reported Earnings • Apr 23Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.64 loss per share (further deteriorated from CN¥0.32 loss in FY 2024). Revenue: CN¥2.15b (flat on FY 2024). Net loss: CN¥492.1m (loss widened 98% from FY 2024). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 39% 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, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 23TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 13, 2026TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tianjin China
お知らせ • Mar 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.17 loss in 3Q 2024)Third quarter 2025 results: CN¥0.12 loss per share (improved from CN¥0.17 loss in 3Q 2024). Revenue: CN¥561.4m (up 38% from 3Q 2024). Net loss: CN¥91.8m (loss narrowed 2.5% from 3Q 2024). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Communications industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Reported Earnings • Apr 23Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.64 loss per share (further deteriorated from CN¥0.32 loss in FY 2024). Revenue: CN¥2.15b (flat on FY 2024). Net loss: CN¥492.1m (loss widened 98% from FY 2024). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 39% 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, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 23TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 13, 2026TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tianjin China
お知らせ • Mar 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.17 loss in 3Q 2024)Third quarter 2025 results: CN¥0.12 loss per share (improved from CN¥0.17 loss in 3Q 2024). Revenue: CN¥561.4m (up 38% from 3Q 2024). Net loss: CN¥91.8m (loss narrowed 2.5% from 3Q 2024). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Communications industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Price Target Changed • Jun 30Price target increased by 13% to CN¥23.89Up from CN¥21.13, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CN¥21.01. Stock is up 17% over the past year. The company is forecast to post earnings per share of CN¥0.35 next year compared to a net loss per share of CN¥0.32 last year.
お知らせ • Jun 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Board Change • May 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Shu Li was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 28, 2025TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time.
Reported Earnings • Apr 24Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.32 loss per share (down from CN¥0.57 profit in FY 2023). Revenue: CN¥2.15b (down 34% from FY 2023). Net loss: CN¥248.8m (down 157% from profit in FY 2023). Revenue missed analyst estimates by 48%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 46% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 28TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
分析記事 • Mar 13The Market Lifts TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Shares 25% But It Can Do MoreTianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) shares have had a really impressive month, gaining...
New Risk • Feb 28New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin).
分析記事 • Jan 08Positive Sentiment Still Eludes TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Following 28% Share Price SlumpTianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) shareholders won't be pleased to see that the share...
お知らせ • Dec 27TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Major Estimate Revision • Nov 07Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥4.04b to CN¥3.91b. EPS estimate rose from CN¥0.733 to CN¥0.807. Net income forecast to grow 549% next year vs 70% growth forecast for Communications industry in China. Consensus price target up from CN¥22.48 to CN¥24.07. Share price rose 10% to CN¥19.15 over the past week.
分析記事 • Nov 05TianJin 712 Communication & Broadcasting's (SHSE:603712) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsInvestors were disappointed by TianJin 712 Communication & Broadcasting Co., Ltd.'s ( SHSE:603712 ) latest earnings...
Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.17 loss per share (vs CN¥0.13 profit in 3Q 2023)Third quarter 2024 results: CN¥0.17 loss per share (down from CN¥0.13 profit in 3Q 2023). Revenue: CN¥407.9m (down 54% from 3Q 2023). Net loss: CN¥94.2m (down 194% from profit in 3Q 2023). Revenue is forecast to grow 31% 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 fallen by 25% per year whereas the company’s share price has fallen by 23% per year.
分析記事 • Oct 21TianJin 712 Communication & Broadcasting Co., Ltd.'s (SHSE:603712) P/E Is Still On The Mark Following 35% Share Price BounceTianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) shares have had a really impressive month, gaining...
分析記事 • Oct 11TianJin 712 Communication & Broadcasting's (SHSE:603712) Returns On Capital Not Reflecting Well On The BusinessWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
お知らせ • Sep 30TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥16.77, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Communications industry in China. Total loss to shareholders of 54% over the past three years.
分析記事 • Sep 23Does TianJin 712 Communication & Broadcasting (SHSE:603712) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Sep 03Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥4.88b to CN¥4.04b. EPS estimate fell from CN¥1.02 to CN¥0.733 per share. Net income forecast to grow 116% next year vs 62% growth forecast for Communications industry in China. Consensus price target down from CN¥26.98 to CN¥22.48. Share price was steady at CN¥15.78 over the past week.
分析記事 • Sep 02Analysts Have Just Cut Their TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Revenue Estimates By 17%The latest analyst coverage could presage a bad day for TianJin 712 Communication & Broadcasting Co., Ltd...
New Risk • Sep 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin).
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.24 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.07 (down from CN¥0.24 in 2Q 2023). Revenue: CN¥711.7m (down 22% from 2Q 2023). Net income: CN¥51.1m (down 72% from 2Q 2023). Profit margin: 7.2% (down from 20% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 29% 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 fallen by 11% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
分析記事 • Aug 14Getting In Cheap On TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Might Be DifficultWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") below 27x, you may consider...
お知らせ • Jun 28TianJin 712 Communication & Broadcasting Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
分析記事 • Jun 20These 4 Measures Indicate That TianJin 712 Communication & Broadcasting (SHSE:603712) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • May 24Price target decreased by 8.5% to CN¥26.98Down from CN¥29.48, the current price target is an average from 2 analysts. New target price is 23% above last closing price of CN¥21.92. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥0.97 for next year compared to CN¥0.57 last year.
分析記事 • May 22The Returns At TianJin 712 Communication & Broadcasting (SHSE:603712) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
New Risk • May 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
分析記事 • Apr 03TianJin 712 Communication & Broadcasting's (SHSE:603712) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that TianJin 712 Communication & Broadcasting Co., Ltd.'s ( SHSE:603712 ) recent...
分析記事 • Mar 31TianJin 712 Communication & Broadcasting Co., Ltd. Just Missed EPS By 47%: Here's What Analysts Think Will Happen NextTianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) just released its latest annual report and things...
お知らせ • Mar 29TianJin 712 Communication & Broadcasting Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
お知らせ • Mar 28TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, Apr 26, 2024TianJin 712 Communication & Broadcasting Co., Ltd., Annual General Meeting, Apr 26, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tianjin China
Reported Earnings • Mar 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.57 (down from CN¥1.00 in FY 2022). Revenue: CN¥3.27b (down 19% from FY 2022). Net income: CN¥439.8m (down 43% from FY 2022). Profit margin: 14% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 34% 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 6% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥24.41, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Communications industry in China. Total loss to shareholders of 28% over the past three years.
分析記事 • Mar 22TianJin 712 Communication & Broadcasting (SHSE:603712) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 04Optimistic Investors Push TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) Shares Up 26% But Growth Is LackingThose holding TianJin 712 Communication & Broadcasting Co., Ltd. ( SHSE:603712 ) shares would be relieved that the...
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥23.15, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Communications industry in China. Total loss to shareholders of 40% over the past three years.
お知らせ • Dec 29TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2023 Results on Mar 28, 2024TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2023 results on Mar 28, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.13 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥885.3m (up 5.2% from 3Q 2022). Net income: CN¥99.8m (up 2.0% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Revenue is forecast to grow 25% 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 18% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.24 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.24 (down from CN¥0.24 in 2Q 2022). Revenue: CN¥907.9m (down 5.6% from 2Q 2022). Net income: CN¥183.2m (flat on 2Q 2022). Profit margin: 20% (up from 19% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 27% 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 22% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28TianJin 712 Communication & Broadcasting Co., Ltd. to Report First Half, 2023 Results on Aug 29, 2023TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report first half, 2023 results on Aug 29, 2023
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥26.62, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 30x in the Communications industry in China. Total loss to shareholders of 25% over the past three years.
Reported Earnings • Apr 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥1.00 (up from CN¥0.89 in FY 2021). Revenue: CN¥4.04b (up 17% from FY 2021). Net income: CN¥774.9m (up 13% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 27% p.a. on average during the next 2 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 29% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 5 experienced directors. No highly experienced directors. GM & Director Hui Pang is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.12. Revenue: CN¥841.7m (up 26% from 3Q 2021). Net income: CN¥97.8m (up 13% from 3Q 2021). Profit margin: 12% (down from 13% in 3Q 2021). 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 20% growth forecast for the Communications industry in China.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥35.34, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 42% over the past three years.
Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.17 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.17 in 2Q 2021). Revenue: CN¥961.7m (up 29% from 2Q 2021). Net income: CN¥183.9m (up 30% from 2Q 2021). Profit margin: 19% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 39%, compared to a 29% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) agreed to acquire Tianjin Tongguang Group Zhenhai Technology Co., Ltd from Tianjin Communication and Broadcasting Group Co., Ltd. and Tianjin Tongguang Group Zhentong Electronics Co., Ltd for CNY 29.1 million.TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) agreed to acquire Tianjin Tongguang Group Zhenhai Technology Co., Ltd from Tianjin Communication and Broadcasting Group Co., Ltd. and Tianjin Tongguang Group Zhentong Electronics Co., Ltd for CNY 29.1 million on June 28, 2022. TianJin 712 Communication & Broadcasting Co., Ltd. board approved the transaction. As of year ended March 31, 2022, Tianjin Tongguang Group Zhenhai Technology Co., Ltd reported total assets of CNY 46.56 million and total common equity of CNY 35.27 million.
Reported Earnings • Apr 28First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.028 (up from CN¥0.022 in 1Q 2021). Revenue: CN¥409.8m (up 18% from 1Q 2021). Net income: CN¥21.5m (up 27% from 1Q 2021). Profit margin: 5.2% (up from 4.9% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 41%, compared to a 29% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥33.99, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Communications industry in China. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.68 per share.
Reported Earnings • Mar 12Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.89 (up from CN¥0.68 in FY 2020). Revenue: CN¥3.45b (up 28% from FY 2020). Net income: CN¥688.3m (up 32% from FY 2020). Profit margin: 20% (in line with FY 2020). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 36%, compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.09 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥666.3m (up 42% from 3Q 2020). Net income: CN¥86.6m (up 25% from 3Q 2020). Profit margin: 13% (down from 15% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.12 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥745.5m (up 29% from 2Q 2020). Net income: CN¥141.8m (up 50% from 2Q 2020). Profit margin: 19% (up from 16% 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 37% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥40.31, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 30x in the Communications industry in China. Total returns to shareholders of 93% over the past three years.
Reported Earnings • May 04First quarter 2021 earnings released: EPS CN¥0.022 (vs CN¥0.011 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥346.6m (up 31% from 1Q 2020). Net income: CN¥17.0m (up 95% from 1Q 2020). Profit margin: 4.9% (up from 3.3% 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 34% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 18Full year 2020 earnings released: EPS CN¥0.68 (vs CN¥0.45 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥2.70b (up 26% from FY 2019). Net income: CN¥523.1m (up 52% from FY 2019). Profit margin: 19% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 11New 90-day low: CN¥34.13The company is down 8.0% from its price of CN¥37.08 on 11 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is down 17% over the same period.
お知らせ • Jan 21TianJin 712 Communication & Broadcasting Co., Ltd. to Report Fiscal Year 2020 Results on Mar 18, 2021TianJin 712 Communication & Broadcasting Co., Ltd. announced that they will report fiscal year 2020 results on Mar 18, 2021
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥37.45, the stock is trading at a trailing P/E ratio of 73.4x, down from the previous P/E ratio of 88.5x. This compares to an average P/E of 53x in the Communications industry in China. Total returns to shareholders over the past year are 42%.
Is New 90 Day High Low • Dec 07New 90-day low: CN¥37.56The company is down 19% from its price of CN¥46.44 on 08 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 7.0% over the same period.
Is New 90 Day High Low • Nov 13New 90-day low: CN¥41.36The company is down 23% from its price of CN¥53.93 on 14 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 10.0% over the same period.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥405.8m, up 56% from the prior year. Total revenue was CN¥2.30b over the last 12 months, up 26% from the prior year.
お知らせ • Aug 26Tianjin Zhibo Intelligent Technology Development Co., Ltd. entered into equity transfer agreement to acquire 52.53% stake in TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) from Tianjin Zhonghuan Electronic and Information (Group) Co., Ltd. for free.Tianjin Zhibo Intelligent Technology Development Co., Ltd. entered into equity transfer agreement to acquire 52.53% stake in TianJin 712 Communication & Broadcasting Co., Ltd. (SHSE:603712) from Tianjin Zhonghuan Electronic and Information (Group) Co., Ltd. for free on August 25, 2020. Tianjin Zhonghuan held 405 million A shares of TianJin 712, accounting for 52.53% of the total shares, and was the company's controlling shareholder. The transaction still needs to obtain the approval of Tianjin SASAC.
