Jiangsu Luokai Mechanical &Electrical（603829）株式概要江蘇洛海機電有限公司 . 詳細603829 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金2/6リスク分析0.49%の配当はフリーキャッシュフローで十分にカバーされていない CN市場と比較した過去 3 か月間の株価の変動利益率(2.5%)は昨年より低い(6.3%) 過去1年間で株主の希薄化が進んだ すべてのリスクチェックを見る603829 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¥25.6518.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue CN¥4.3bEarnings CN¥107.5mAdvancedSet Fair ValueView all narrativesJiangsu Luokai Mechanical &Electrical Co., Ltd. 競合他社Shenzhen TXD TechnologyLtdSymbol: SZSE:002845Market cap: CN¥5.0bUnion OptechLtdSymbol: SZSE:300691Market cap: CN¥4.9bSingatron Electronic (China)Symbol: SZSE:301329Market cap: CN¥4.5bSuzhou YourBest New-type MaterialsLtdSymbol: SZSE:301266Market cap: CN¥3.8b価格と性能株価の高値、安値、推移の概要Jiangsu Luokai Mechanical &Electrical過去の株価現在の株価CN¥25.6552週高値CN¥34.0052週安値CN¥15.63ベータ0.541ヶ月の変化-13.78%3ヶ月変化-2.55%1年変化60.11%3年間の変化88.88%5年間の変化140.85%IPOからの変化103.57%最新ニュースNew Risk • May 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 216% Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (216% cash payout ratio). Share price has been volatile over the past 3 months (9.0% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin). Shareholders have been diluted in the past year (16% increase in shares outstanding).Reported Earnings • Apr 30Full year 2025 earnings released: EPS: CN¥0.49 (vs CN¥0.79 in FY 2024)Full year 2025 results: EPS: CN¥0.49 (down from CN¥0.79 in FY 2024). Revenue: CN¥2.21b (up 3.8% from FY 2024). Net income: CN¥79.7m (down 37% from FY 2024). Profit margin: 3.6% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 29, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 29, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu Chinaお知らせ • Mar 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥29.20, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 56x in the Electronic industry in China. Total returns to shareholders of 125% over the past three years.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥28.38, the stock trades at a trailing P/E ratio of 46.5x. Average trailing P/E is 61x in the Electronic industry in China. Total returns to shareholders of 137% over the past three years.最新情報をもっと見るRecent updatesNew Risk • May 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 216% Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (216% cash payout ratio). Share price has been volatile over the past 3 months (9.0% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin). Shareholders have been diluted in the past year (16% increase in shares outstanding).Reported Earnings • Apr 30Full year 2025 earnings released: EPS: CN¥0.49 (vs CN¥0.79 in FY 2024)Full year 2025 results: EPS: CN¥0.49 (down from CN¥0.79 in FY 2024). Revenue: CN¥2.21b (up 3.8% from FY 2024). Net income: CN¥79.7m (down 37% from FY 2024). Profit margin: 3.6% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 29, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 29, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu Chinaお知らせ • Mar 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥29.20, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 56x in the Electronic industry in China. Total returns to shareholders of 125% over the past three years.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥28.38, the stock trades at a trailing P/E ratio of 46.5x. Average trailing P/E is 61x in the Electronic industry in China. Total returns to shareholders of 137% over the past three years.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥26.49, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 137% over the past three years.お知らせ • Dec 26Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026Valuation Update With 7 Day Price Move • Dec 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥24.73, the stock trades at a trailing P/E ratio of 40.5x. Average trailing P/E is 56x in the Electronic industry in China. Total returns to shareholders of 139% over the past three years.Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥29.05, the stock trades at a trailing P/E ratio of 47.6x. Average trailing P/E is 53x in the Electronic industry in China. Total returns to shareholders of 152% over the past three years.New Risk • Nov 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).New Risk • Nov 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥18.57, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 55x in the Electronic industry in China. Total returns to shareholders of 62% over the past three years.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.15 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.09 (down from CN¥0.15 in 3Q 2024). Revenue: CN¥583.9m (up 17% from 3Q 2024). Net income: CN¥14.3m (down 42% from 3Q 2024). Profit margin: 2.4% (down from 5.0% in 3Q 2024). 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 21% per year.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥18.88, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 59x in the Electronic industry in China. Total returns to shareholders of 60% over the past three years.お知らせ • Sep 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.60, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 62x in the Electronic industry in China. Total returns to shareholders of 96% over the past three years.New Risk • Jul 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change).お知らせ • Jun 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025Declared Dividend • Jun 30Dividend increased to CN¥0.13Dividend of CN¥0.13 is 25% higher than last year. Ex-date: 4th July 2025 Payment date: 4th July 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.1% per year over the past 7 years and payments have been stable during that time. Earnings per share has grown by 28% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥19.37, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 48x in the Electronic industry in China. Total returns to shareholders of 97% over the past three years.お知らせ • Jun 02Seven Stars Electric Co., LTD. signed equity transfer agreement to acquire 57.50% stake in Quanzhou Sevenstars Electric Co. Ltd from Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829), Yan Tao, Chen Yuxin, Zhang Zhengchen, and Chen Yuexin for approximately CNY 110 million.Seven Stars Electric Co., LTD. signed equity transfer agreement to acquire 57.50% stake in Quanzhou Sevenstars Electric Co. Ltd from Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829), Yan Tao, Chen Yuxin, Zhang Zhengchen, and Chen Yuexin for approximately CNY 110 million on May 31, 2025. A cash consideration of CNY 113.28 million will be paid by Seven Stars Electric Co., LTD. As part of consideration, CNY 113.28 million is paid towards common equity of Quanzhou Sevenstars Electric Co. Ltd. For the period ending March 31, 2025, Quanzhou Sevenstars Electric Co. Ltd reported EBIT of CNY 87.51 million and net income of CNY 4.95 million. The transaction is subject to approval of offer by Jiangsu Luokai Mechanical &Electrical shareholders. The deal has been approved by the Jiangsu Luokai Mechanical &Electrical board.Reported Earnings • Apr 25Full year 2024 earnings released: EPS: CN¥0.79 (vs CN¥0.68 in FY 2023)Full year 2024 results: EPS: CN¥0.79 (up from CN¥0.68 in FY 2023). Revenue: CN¥2.13b (up 8.5% from FY 2023). Net income: CN¥126.2m (up 16% from FY 2023). Profit margin: 5.9% (up from 5.5% in FY 2023). The increase in margin was driven by higher revenue. 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 18% per year.お知らせ • Apr 25Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 23, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 23, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu Chinaお知らせ • Mar 28Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 27Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.18 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.18 in 3Q 2023). Revenue: CN¥497.2m (down 3.3% from 3Q 2023). Net income: CN¥24.8m (down 14% from 3Q 2023). Profit margin: 5.0% (down from 5.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 09Now 26% undervaluedOver the last 90 days, the stock has risen 8.7% to CN¥14.65. The fair value is estimated to be CN¥19.79, 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 22%.お知らせ • Sep 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥14.94, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 38x in the Electronic industry in China. Total returns to shareholders of 47% over the past three years.Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.27 (up from CN¥0.20 in 2Q 2023). Revenue: CN¥595.8m (up 9.2% from 2Q 2023). Net income: CN¥40.8m (up 30% from 2Q 2023). Profit margin: 6.8% (up from 5.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥14.31, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 40x in the Electronic industry in China. Total returns to shareholders of 36% over the past three years.お知らせ • Jun 28Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024お知らせ • Apr 28Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 17, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu ChinaReported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.11 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.11 (in line with 1Q 2023). Revenue: CN¥435.7m (up 16% from 1Q 2023). Net income: CN¥18.4m (up 4.2% from 1Q 2023). Profit margin: 4.2% (down from 4.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 17Should You Be Adding Jiangsu Luokai Mechanical &Electrical (SHSE:603829) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥11.41, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 3.8% over the past three years.お知らせ • Mar 29Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024分析記事 • Mar 07Improved Earnings Required Before Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829) Stock's 32% Jump Looks JustifiedJiangsu Luokai Mechanical &Electrical Co., Ltd. ( SHSE:603829 ) shareholders are no doubt pleased to see that the share...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥11.81, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 35x in the Electronic industry in China. Total returns to shareholders of 18% over the past three years.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to CN¥9.30, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 30x in the Electronic industry in China. Total loss to shareholders of 2.2% over the past three years.New Risk • Feb 05New 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥13.44, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 33% over the past three years.お知らせ • Dec 29Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.12 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.18 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥514.1m (up 9.3% from 3Q 2022). Net income: CN¥28.8m (up 51% from 3Q 2022). Profit margin: 5.6% (up from 4.1% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.17 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.17 in 2Q 2022). Revenue: CN¥545.8m (up 24% from 2Q 2022). Net income: CN¥31.3m (up 17% from 2Q 2022). Profit margin: 5.7% (down from 6.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥18.74, the stock trades at a trailing P/E ratio of 32.4x. Average trailing P/E is 45x in the Electronic industry in China. Total returns to shareholders of 76% over the past three years.Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.11 (up from CN¥0 in 1Q 2022). Revenue: CN¥377.2m (up 42% from 1Q 2022). Net income: CN¥17.6m (up CN¥17.6m from 1Q 2022). Profit margin: 4.7% (up from 0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.19 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.19 in 3Q 2021). Revenue: CN¥470.3m (up 29% from 3Q 2021). Net income: CN¥19.1m (down 31% from 3Q 2021). Profit margin: 4.1% (down from 7.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥13.45, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 34x in the Electronic industry in China. Total returns to shareholders of 35% over the past three years.Reported Earnings • Aug 26Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: CN¥439.7m (up 62% from 2Q 2021). Net income: CN¥26.6m (up 141% from 2Q 2021). Profit margin: 6.1% (up from 4.1% in 2Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥8.87, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 28x in the Electronic industry in China. Total loss to shareholders of 18% over the past three years.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0 (vs CN¥0.08 in 1Q 2021)First quarter 2022 results: EPS: CN¥0 (down from CN¥0.08 in 1Q 2021). Revenue: CN¥265.2m (up 14% from 1Q 2021). Net income: CN¥26.2k (down 100% from 1Q 2021). Profit margin: 0% (down from 5.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.19 (vs CN¥0.15 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¥365.8m (up 36% from 3Q 2020). Net income: CN¥27.5m (up 15% from 3Q 2020). Profit margin: 7.5% (down from 8.9% 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 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS CN¥0.062 (vs CN¥0.17 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥271.5m (up 20% from 2Q 2020). Net income: CN¥11.1m (down 48% from 2Q 2020). Profit margin: 4.1% (down from 9.3% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 26Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829) agreed to acquire additional 50.5% majority stake in Jiangsu Kailong Electrics Co., Ltd. from Shanghai Electrical Apparatus Research Institute (Group) Co., Ltd. for CNY 57 million.Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829) agreed to acquire additional 50.5% majority stake in Jiangsu Kailong Electrics Co., Ltd. from Shanghai Electrical Apparatus Research Institute (Group) Co., Ltd. for CNY 57 million on June 25, 2021. Post transaction, Shanghai Electrical Apparatus Research Institute (Group) Co., Ltd. will not have any stake in Jiangsu Kailong Electrics Co., Ltd. and Jiangsu Luokai Mechanical &Electrical Co., Ltd. will have 83.2967% stake in Jiangsu Luokai Mechanical &Electrical Co., Ltd., as a result of which, Jiangsu Luokai Mechanical &Electrical Co., Ltd. will become a subsidiary of Jiangsu Luokai Mechanical &Electrical Co., Ltd. Jiangsu Kailong Electrics Co., Ltd. reported total assets of CNY 207.79 million and net assets of CNY 74.57 million for the year ended March 31, 2021. Jiangsu Kailong Electrics Co., Ltd. reported operating income of CNY 113.71 million, net loss of CNY 11.15 million, total assets of CNY 235.67 million and net assets of CNY 77.28 million for the year ended December 31, 2020. Transaction is unanimously approved by board of directors of Jiangsu Luokai Mechanical &Electrical Co., Ltd. and is pending approval of shareholders of Jiangsu Luokai Mechanical &Electrical Co., Ltd.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.01 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥231.7m (up 157% from 1Q 2020). Net income: CN¥12.0m (up 485% from 1Q 2020). Profit margin: 5.2% (up from 2.3% 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 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Dec 24New 90-day low: CN¥10.59The company is down 20% from its price of CN¥13.17 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.Is New 90 Day High Low • Dec 08New 90-day low: CN¥11.27The company is down 11% from its price of CN¥12.71 on 09 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥71.7m, up 43% from the prior year. Total revenue was CN¥780.1m over the last 12 months, up 33% from the prior year.お知らせ • Oct 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q3, 2020 Results on Oct 31, 2020Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q3, 2020 results on Oct 31, 2020Is New 90 Day High Low • Oct 28New 90-day low: CN¥11.65The company is down 5.0% from its price of CN¥12.30 on 30 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period.Is New 90 Day High Low • Sep 21New 90-day high: CN¥13.20The company is up 26% from its price of CN¥10.50 on 23 June 2020. The Chinese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.お知らせ • Jul 09Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report First Half, 2020 Results on Aug 26, 2020Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report first half, 2020 results on Aug 26, 2020株主還元603829CN ElectronicCN 市場7D-2.1%7.2%1.0%1Y60.1%127.6%36.2%株主還元を見る業界別リターン: 603829過去 1 年間で127.6 % の収益を上げたCN Electronic業界を下回りました。リターン対市場: 603829過去 1 年間で36.2 % の収益を上げたCN市場を上回りました。価格変動Is 603829's price volatile compared to industry and market?603829 volatility603829 Average Weekly Movement8.4%Electronic Industry Average Movement7.8%Market Average Movement6.5%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 603829の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 603829の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19702,014Wen Ming Zangwww.lk-jd.com江蘇洛海機械電気有限公司は、中華人民共和国および国際的な様々な高圧および低圧配電設備の研究、開発、生産、販売、サービスを行っています。同社の製品は、フレームラック、操作機構、付属品、インテリジェント・リング・ネットワーク・キャビネットをサポートする低圧および中高圧サーキットブレーカー、サーキットブレーカーユニット操作機構、インテリジェント・リング・ネットワーク・キャビネットのスイッチ、ロードスイッチユニット操作機構およびスイッチ、複合電気ユニット操作機構およびスイッチなど、電力系統の配電設備で使用されている。会社は1970年に創設され、中華人民共和国の常州に基づいている。もっと見るJiangsu Luokai Mechanical &Electrical Co., Ltd. 基礎のまとめJiangsu Luokai Mechanical &Electrical の収益と売上を時価総額と比較するとどうか。603829 基礎統計学時価総額CN¥4.78b収益（TTM）CN¥55.01m売上高(TTM)CN¥2.19b86.9xPER（株価収益率2.2xP/Sレシオ603829 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603829 損益計算書（TTM）収益CN¥2.19b売上原価CN¥1.85b売上総利益CN¥341.39mその他の費用CN¥286.38m収益CN¥55.01m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）0.30グロス・マージン15.57%純利益率2.51%有利子負債／自己資本比率18.3%603829 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.5%現在の配当利回り17%配当性向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2026/05/26 21:02終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Jiangsu Luokai Mechanical &Electrical 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。0
New Risk • May 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 216% Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (216% cash payout ratio). Share price has been volatile over the past 3 months (9.0% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin). Shareholders have been diluted in the past year (16% increase in shares outstanding).
Reported Earnings • Apr 30Full year 2025 earnings released: EPS: CN¥0.49 (vs CN¥0.79 in FY 2024)Full year 2025 results: EPS: CN¥0.49 (down from CN¥0.79 in FY 2024). Revenue: CN¥2.21b (up 3.8% from FY 2024). Net income: CN¥79.7m (down 37% from FY 2024). Profit margin: 3.6% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 29, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 29, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu China
お知らせ • Mar 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥29.20, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 56x in the Electronic industry in China. Total returns to shareholders of 125% over the past three years.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥28.38, the stock trades at a trailing P/E ratio of 46.5x. Average trailing P/E is 61x in the Electronic industry in China. Total returns to shareholders of 137% over the past three years.
New Risk • May 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 216% Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (216% cash payout ratio). Share price has been volatile over the past 3 months (9.0% average weekly change). Profit margins are more than 30% lower than last year (2.5% net profit margin). Shareholders have been diluted in the past year (16% increase in shares outstanding).
Reported Earnings • Apr 30Full year 2025 earnings released: EPS: CN¥0.49 (vs CN¥0.79 in FY 2024)Full year 2025 results: EPS: CN¥0.49 (down from CN¥0.79 in FY 2024). Revenue: CN¥2.21b (up 3.8% from FY 2024). Net income: CN¥79.7m (down 37% from FY 2024). Profit margin: 3.6% (down from 5.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 29, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 29, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu China
お知らせ • Mar 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥29.20, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 56x in the Electronic industry in China. Total returns to shareholders of 125% over the past three years.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥28.38, the stock trades at a trailing P/E ratio of 46.5x. Average trailing P/E is 61x in the Electronic industry in China. Total returns to shareholders of 137% over the past three years.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥26.49, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 137% over the past three years.
お知らせ • Dec 26Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2026Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥24.73, the stock trades at a trailing P/E ratio of 40.5x. Average trailing P/E is 56x in the Electronic industry in China. Total returns to shareholders of 139% over the past three years.
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥29.05, the stock trades at a trailing P/E ratio of 47.6x. Average trailing P/E is 53x in the Electronic industry in China. Total returns to shareholders of 152% over the past three years.
New Risk • Nov 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).
New Risk • Nov 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥18.57, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 55x in the Electronic industry in China. Total returns to shareholders of 62% over the past three years.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.15 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.09 (down from CN¥0.15 in 3Q 2024). Revenue: CN¥583.9m (up 17% from 3Q 2024). Net income: CN¥14.3m (down 42% from 3Q 2024). Profit margin: 2.4% (down from 5.0% in 3Q 2024). 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 21% per year.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥18.88, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 59x in the Electronic industry in China. Total returns to shareholders of 60% over the past three years.
お知らせ • Sep 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.60, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 62x in the Electronic industry in China. Total returns to shareholders of 96% over the past three years.
New Risk • Jul 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change).
お知らせ • Jun 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
Declared Dividend • Jun 30Dividend increased to CN¥0.13Dividend of CN¥0.13 is 25% higher than last year. Ex-date: 4th July 2025 Payment date: 4th July 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.1% per year over the past 7 years and payments have been stable during that time. Earnings per share has grown by 28% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥19.37, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 48x in the Electronic industry in China. Total returns to shareholders of 97% over the past three years.
お知らせ • Jun 02Seven Stars Electric Co., LTD. signed equity transfer agreement to acquire 57.50% stake in Quanzhou Sevenstars Electric Co. Ltd from Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829), Yan Tao, Chen Yuxin, Zhang Zhengchen, and Chen Yuexin for approximately CNY 110 million.Seven Stars Electric Co., LTD. signed equity transfer agreement to acquire 57.50% stake in Quanzhou Sevenstars Electric Co. Ltd from Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829), Yan Tao, Chen Yuxin, Zhang Zhengchen, and Chen Yuexin for approximately CNY 110 million on May 31, 2025. A cash consideration of CNY 113.28 million will be paid by Seven Stars Electric Co., LTD. As part of consideration, CNY 113.28 million is paid towards common equity of Quanzhou Sevenstars Electric Co. Ltd. For the period ending March 31, 2025, Quanzhou Sevenstars Electric Co. Ltd reported EBIT of CNY 87.51 million and net income of CNY 4.95 million. The transaction is subject to approval of offer by Jiangsu Luokai Mechanical &Electrical shareholders. The deal has been approved by the Jiangsu Luokai Mechanical &Electrical board.
Reported Earnings • Apr 25Full year 2024 earnings released: EPS: CN¥0.79 (vs CN¥0.68 in FY 2023)Full year 2024 results: EPS: CN¥0.79 (up from CN¥0.68 in FY 2023). Revenue: CN¥2.13b (up 8.5% from FY 2023). Net income: CN¥126.2m (up 16% from FY 2023). Profit margin: 5.9% (up from 5.5% in FY 2023). The increase in margin was driven by higher revenue. 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 18% per year.
お知らせ • Apr 25Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 23, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 23, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu China
お知らせ • Mar 28Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 27Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.18 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.18 in 3Q 2023). Revenue: CN¥497.2m (down 3.3% from 3Q 2023). Net income: CN¥24.8m (down 14% from 3Q 2023). Profit margin: 5.0% (down from 5.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 09Now 26% undervaluedOver the last 90 days, the stock has risen 8.7% to CN¥14.65. The fair value is estimated to be CN¥19.79, 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 22%.
お知らせ • Sep 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥14.94, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 38x in the Electronic industry in China. Total returns to shareholders of 47% over the past three years.
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.27 (up from CN¥0.20 in 2Q 2023). Revenue: CN¥595.8m (up 9.2% from 2Q 2023). Net income: CN¥40.8m (up 30% from 2Q 2023). Profit margin: 6.8% (up from 5.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥14.31, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 40x in the Electronic industry in China. Total returns to shareholders of 36% over the past three years.
お知らせ • Jun 28Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
お知らせ • Apr 28Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 17, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu China
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.11 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.11 (in line with 1Q 2023). Revenue: CN¥435.7m (up 16% from 1Q 2023). Net income: CN¥18.4m (up 4.2% from 1Q 2023). Profit margin: 4.2% (down from 4.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 17Should You Be Adding Jiangsu Luokai Mechanical &Electrical (SHSE:603829) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥11.41, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 3.8% over the past three years.
お知らせ • Mar 29Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
分析記事 • Mar 07Improved Earnings Required Before Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829) Stock's 32% Jump Looks JustifiedJiangsu Luokai Mechanical &Electrical Co., Ltd. ( SHSE:603829 ) shareholders are no doubt pleased to see that the share...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥11.81, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 35x in the Electronic industry in China. Total returns to shareholders of 18% over the past three years.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to CN¥9.30, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 30x in the Electronic industry in China. Total loss to shareholders of 2.2% over the past three years.
New Risk • Feb 05New 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥13.44, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 33% over the past three years.
お知らせ • Dec 29Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.12 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.18 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥514.1m (up 9.3% from 3Q 2022). Net income: CN¥28.8m (up 51% from 3Q 2022). Profit margin: 5.6% (up from 4.1% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.17 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.17 in 2Q 2022). Revenue: CN¥545.8m (up 24% from 2Q 2022). Net income: CN¥31.3m (up 17% from 2Q 2022). Profit margin: 5.7% (down from 6.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥18.74, the stock trades at a trailing P/E ratio of 32.4x. Average trailing P/E is 45x in the Electronic industry in China. Total returns to shareholders of 76% over the past three years.
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.11 (up from CN¥0 in 1Q 2022). Revenue: CN¥377.2m (up 42% from 1Q 2022). Net income: CN¥17.6m (up CN¥17.6m from 1Q 2022). Profit margin: 4.7% (up from 0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.19 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.19 in 3Q 2021). Revenue: CN¥470.3m (up 29% from 3Q 2021). Net income: CN¥19.1m (down 31% from 3Q 2021). Profit margin: 4.1% (down from 7.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥13.45, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 34x in the Electronic industry in China. Total returns to shareholders of 35% over the past three years.
Reported Earnings • Aug 26Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: CN¥439.7m (up 62% from 2Q 2021). Net income: CN¥26.6m (up 141% from 2Q 2021). Profit margin: 6.1% (up from 4.1% in 2Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥8.87, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 28x in the Electronic industry in China. Total loss to shareholders of 18% over the past three years.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0 (vs CN¥0.08 in 1Q 2021)First quarter 2022 results: EPS: CN¥0 (down from CN¥0.08 in 1Q 2021). Revenue: CN¥265.2m (up 14% from 1Q 2021). Net income: CN¥26.2k (down 100% from 1Q 2021). Profit margin: 0% (down from 5.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.19 (vs CN¥0.15 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¥365.8m (up 36% from 3Q 2020). Net income: CN¥27.5m (up 15% from 3Q 2020). Profit margin: 7.5% (down from 8.9% 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 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS CN¥0.062 (vs CN¥0.17 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥271.5m (up 20% from 2Q 2020). Net income: CN¥11.1m (down 48% from 2Q 2020). Profit margin: 4.1% (down from 9.3% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 26Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829) agreed to acquire additional 50.5% majority stake in Jiangsu Kailong Electrics Co., Ltd. from Shanghai Electrical Apparatus Research Institute (Group) Co., Ltd. for CNY 57 million.Jiangsu Luokai Mechanical &Electrical Co., Ltd. (SHSE:603829) agreed to acquire additional 50.5% majority stake in Jiangsu Kailong Electrics Co., Ltd. from Shanghai Electrical Apparatus Research Institute (Group) Co., Ltd. for CNY 57 million on June 25, 2021. Post transaction, Shanghai Electrical Apparatus Research Institute (Group) Co., Ltd. will not have any stake in Jiangsu Kailong Electrics Co., Ltd. and Jiangsu Luokai Mechanical &Electrical Co., Ltd. will have 83.2967% stake in Jiangsu Luokai Mechanical &Electrical Co., Ltd., as a result of which, Jiangsu Luokai Mechanical &Electrical Co., Ltd. will become a subsidiary of Jiangsu Luokai Mechanical &Electrical Co., Ltd. Jiangsu Kailong Electrics Co., Ltd. reported total assets of CNY 207.79 million and net assets of CNY 74.57 million for the year ended March 31, 2021. Jiangsu Kailong Electrics Co., Ltd. reported operating income of CNY 113.71 million, net loss of CNY 11.15 million, total assets of CNY 235.67 million and net assets of CNY 77.28 million for the year ended December 31, 2020. Transaction is unanimously approved by board of directors of Jiangsu Luokai Mechanical &Electrical Co., Ltd. and is pending approval of shareholders of Jiangsu Luokai Mechanical &Electrical Co., Ltd.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.01 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥231.7m (up 157% from 1Q 2020). Net income: CN¥12.0m (up 485% from 1Q 2020). Profit margin: 5.2% (up from 2.3% 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 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Dec 24New 90-day low: CN¥10.59The company is down 20% from its price of CN¥13.17 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.
Is New 90 Day High Low • Dec 08New 90-day low: CN¥11.27The company is down 11% from its price of CN¥12.71 on 09 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥71.7m, up 43% from the prior year. Total revenue was CN¥780.1m over the last 12 months, up 33% from the prior year.
お知らせ • Oct 30Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report Q3, 2020 Results on Oct 31, 2020Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report Q3, 2020 results on Oct 31, 2020
Is New 90 Day High Low • Oct 28New 90-day low: CN¥11.65The company is down 5.0% from its price of CN¥12.30 on 30 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period.
Is New 90 Day High Low • Sep 21New 90-day high: CN¥13.20The company is up 26% from its price of CN¥10.50 on 23 June 2020. The Chinese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period.
お知らせ • Jul 09Jiangsu Luokai Mechanical &Electrical Co., Ltd. to Report First Half, 2020 Results on Aug 26, 2020Jiangsu Luokai Mechanical &Electrical Co., Ltd. announced that they will report first half, 2020 results on Aug 26, 2020
