View ValuationBomin Electronics 将来の成長Future 基準チェック /06現在、 Bomin Electronicsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長32.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Major Estimate Revision • Dec 05Consensus EPS estimates fall by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.16b to CN¥3.09b. EPS estimate also fell from CN¥0.17 per share to CN¥0.09 per share. Net income forecast to grow 4,045% next year vs 65% growth forecast for Electronic industry in China. Consensus price target up from CN¥14.00 to CN¥14.50. Share price fell 4.8% to CN¥10.62 over the past week.Major Estimate Revision • Nov 07Consensus EPS estimates fall by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.41b to CN¥3.16b. EPS estimate also fell from CN¥0.265 per share to CN¥0.17 per share. Net income forecast to grow 6,275% next year vs 74% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥14.00. Share price rose 4.2% to CN¥11.04 over the past week.Price Target Changed • Aug 22Price target decreased by 29% to CN¥15.00Down from CN¥21.20, the current price target is provided by 1 analyst. New target price is 39% above last closing price of CN¥10.77. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.15 last year.Major Estimate Revision • Jul 26Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.27b to CN¥3.06b. EPS estimate also fell from CN¥0.663 per share to CN¥0.29 per share. Net income forecast to grow 384% next year vs 58% growth forecast for Electronic industry in China. Consensus price target down from CN¥21.20 to CN¥20.20. Share price was steady at CN¥11.96 over the past week.Price Target Changed • Jul 25Price target decreased by 9.4% to CN¥20.20Down from CN¥22.30, the current price target is an average from 2 analysts. New target price is 66% above last closing price of CN¥12.17. Stock is down 13% over the past year. The company is forecast to post earnings per share of CN¥0.66 for next year compared to CN¥0.15 last year.Major Estimate Revision • Apr 29Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from CN¥0.703 to CN¥0.81. Revenue forecast steady at CN¥4.64b. Net income forecast to grow 203% next year vs 53% growth forecast for Electronic industry in China. Consensus price target down from CN¥22.30 to CN¥21.20. Share price fell 14% to CN¥12.15 over the past week.すべての更新を表示Recent updatesNew Risk • May 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.1% operating cash flow to total debt). Earnings have declined by 62% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Share price has been volatile over the past 3 months (8.8% average weekly change).New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.1% operating cash flow to total debt). Earnings have declined by 62% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).お知らせ • Apr 28Bomin Electronics Co., Ltd., Annual General Meeting, May 19, 2026Bomin Electronics Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Meizhou, Guangdong Chinaお知らせ • Mar 30Bomin Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Bomin Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Dec 26Bomin Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Bomin Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.003 (vs CN¥0.006 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.003 (up from CN¥0.006 loss in 3Q 2024). Revenue: CN¥887.3m (up 7.5% from 3Q 2024). Net income: CN¥2.23m (up CN¥6.49m from 3Q 2024). Profit margin: 0.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 30Bomin Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025Bomin Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025New Risk • Sep 06New 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 8.8% 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.3% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.8% average weekly change). Earnings have declined by 63% per year over the past 5 years.Board Change • Aug 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Chi Xu was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.018 (vs CN¥0.051 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.018 (down from CN¥0.051 in 2Q 2024). Revenue: CN¥882.1m (up 11% from 2Q 2024). Net income: CN¥10.6m (down 64% from 2Q 2024). Profit margin: 1.2% (down from 3.7% in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.New Risk • Jul 11New 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 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.7% operating cash flow to total debt). Earnings have declined by 63% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).お知らせ • Jun 30Bomin Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025Bomin Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025Reported Earnings • Apr 28First quarter 2025 earnings released: EPS: CN¥0.04 (vs CN¥0.04 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.04 (in line with 1Q 2024). Revenue: CN¥822.9m (up 14% from 1Q 2024). Net income: CN¥27.3m (up 4.5% from 1Q 2024). Profit margin: 3.3% (down from 3.6% in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Apr 26Bomin Electronics Co., Ltd., Annual General Meeting, May 23, 2025Bomin Electronics Co., Ltd., Annual General Meeting, May 23, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Meizhou, Guangdong Chinaお知らせ • Mar 28Bomin Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Bomin Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025分析記事 • Mar 24Would Bomin Electronics (SHSE:603936) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Feb 11Insufficient Growth At Bomin Electronics Co., Ltd. (SHSE:603936) Hampers Share PriceWith a price-to-sales (or "P/S") ratio of 1.7x Bomin Electronics Co., Ltd. ( SHSE:603936 ) may be sending very bullish...お知らせ • Dec 27Bomin Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Bomin Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Reported Earnings • Nov 01Third quarter 2024 earnings released: CN¥0.006 loss per share (vs CN¥0.026 loss in 3Q 2023)Third quarter 2024 results: CN¥0.006 loss per share (improved from CN¥0.026 loss in 3Q 2023). Revenue: CN¥825.5m (up 7.5% from 3Q 2023). Net loss: CN¥4.26m (loss narrowed 72% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.分析記事 • Sep 30There Is A Reason Bomin Electronics Co., Ltd.'s (SHSE:603936) Price Is UndemandingBomin Electronics Co., Ltd.'s ( SHSE:603936 ) price-to-sales (or "P/S") ratio of 1.8x might make it look like a buy...お知らせ • Sep 30Bomin Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Bomin Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024お知らせ • Sep 21Bomin Electronics Co., Ltd. (SHSE:603936) agreed to acquire 86.85% stake in Meizhou Benchuang Electronics Co., Ltd. from Xiong Dongmei for CNY 250 million.Bomin Electronics Co., Ltd. (SHSE:603936) agreed to acquire 86.85% stake in Meizhou Benchuang Electronics Co., Ltd. from Xiong Dongmei for CNY 250 million on September 20, 2024. A cash consideration of CNY 250 million will be paid by Bomin Electronics Co., Ltd. As part of consideration, CNY 250 million is paid towards common equity of Meizhou Benchuang Electronics Co., Ltd. Upon completion, Bomin Electronics Co., Ltd. will own 100% stake in Meizhou Benchuang Electronics Co., Ltd.Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.051 (vs CN¥0.087 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.051 (down from CN¥0.087 in 2Q 2023). Revenue: CN¥793.3m (down 7.5% from 2Q 2023). Net income: CN¥29.1m (down 43% from 2Q 2023). Profit margin: 3.7% (down from 6.0% in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.分析記事 • Jul 23Is Bomin Electronics (SHSE:603936) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Jun 28Bomin Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 24, 2024Bomin Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 24, 2024分析記事 • Jun 13Bomin Electronics Co., Ltd.'s (SHSE:603936) Revenues Are Not Doing Enough For Some InvestorsBomin Electronics Co., Ltd.'s ( SHSE:603936 ) price-to-sales (or "P/S") ratio of 1.6x might make it look like a strong...New Risk • May 23New major risk - Revenue and earnings growthEarnings have declined by 43% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.4% average weekly change).お知らせ • Apr 29Bomin Electronics Co., Ltd., Annual General Meeting, May 28, 2024Bomin Electronics Co., Ltd., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Meizhou, Guangdong ChinaNew Risk • Apr 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 10% 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 (10% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).分析記事 • Apr 11Bomin Electronics (SHSE:603936) May Have Issues Allocating Its CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...お知らせ • Mar 30Bomin Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Bomin Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024分析記事 • Mar 07The Market Lifts Bomin Electronics Co., Ltd. (SHSE:603936) Shares 32% But It Can Do MoreThose holding Bomin Electronics Co., Ltd. ( SHSE:603936 ) shares would be relieved that the share price has rebounded...お知らせ • Dec 29Bomin Electronics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Bomin Electronics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Major Estimate Revision • Dec 05Consensus EPS estimates fall by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.16b to CN¥3.09b. EPS estimate also fell from CN¥0.17 per share to CN¥0.09 per share. Net income forecast to grow 4,045% next year vs 65% growth forecast for Electronic industry in China. Consensus price target up from CN¥14.00 to CN¥14.50. Share price fell 4.8% to CN¥10.62 over the past week.Major Estimate Revision • Nov 07Consensus EPS estimates fall by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.41b to CN¥3.16b. EPS estimate also fell from CN¥0.265 per share to CN¥0.17 per share. Net income forecast to grow 6,275% next year vs 74% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥14.00. Share price rose 4.2% to CN¥11.04 over the past week.New Risk • Nov 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 55% 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 (0.2% net profit margin). Shareholders have been diluted in the past year (25% increase in shares outstanding).Price Target Changed • Aug 22Price target decreased by 29% to CN¥15.00Down from CN¥21.20, the current price target is provided by 1 analyst. New target price is 39% above last closing price of CN¥10.77. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.15 last year.New Risk • Aug 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% 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 (1.4% net profit margin). Shareholders have been diluted in the past year (25% increase in shares outstanding).Reported Earnings • Aug 19Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: CN¥0.087 (down from CN¥0.13 in 2Q 2022). Revenue: CN¥857.5m (down 1.8% from 2Q 2022). Net income: CN¥51.1m (down 26% from 2Q 2022). Profit margin: 6.0% (down from 7.9% in 2Q 2022). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Jul 26Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.27b to CN¥3.06b. EPS estimate also fell from CN¥0.663 per share to CN¥0.29 per share. Net income forecast to grow 384% next year vs 58% growth forecast for Electronic industry in China. Consensus price target down from CN¥21.20 to CN¥20.20. Share price was steady at CN¥11.96 over the past week.Price Target Changed • Jul 25Price target decreased by 9.4% to CN¥20.20Down from CN¥22.30, the current price target is an average from 2 analysts. New target price is 66% above last closing price of CN¥12.17. Stock is down 13% over the past year. The company is forecast to post earnings per share of CN¥0.66 for next year compared to CN¥0.15 last year.お知らせ • Jun 28Bomin Electronics Co., Ltd. to Report First Half, 2023 Results on Aug 19, 2023Bomin Electronics Co., Ltd. announced that they will report first half, 2023 results on Aug 19, 2023Major Estimate Revision • Apr 29Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from CN¥0.703 to CN¥0.81. Revenue forecast steady at CN¥4.64b. Net income forecast to grow 203% next year vs 53% growth forecast for Electronic industry in China. Consensus price target down from CN¥22.30 to CN¥21.20. Share price fell 14% to CN¥12.15 over the past week.Reported Earnings • Apr 25Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: CN¥0.15 (down from CN¥0.48 in FY 2021). Revenue: CN¥2.91b (down 17% from FY 2021). Net income: CN¥78.6m (down 68% from FY 2021). Profit margin: 2.7% (down from 6.9% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 66%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥14.97, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥13.43, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 3.5% over the past three years.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.04 (vs CN¥0.10 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.04 (down from CN¥0.10 in 3Q 2021). Revenue: CN¥691.2m (down 29% from 3Q 2021). Net income: CN¥20.5m (down 61% from 3Q 2021). Profit margin: 3.0% (down from 5.3% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.21 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.21 in 2Q 2021). Revenue: CN¥873.6m (down 7.7% from 2Q 2021). Net income: CN¥68.9m (down 35% from 2Q 2021). Profit margin: 7.9% (down from 11% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 45%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥11.99, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 33x in the Electronic industry in China. Total returns to shareholders of 19% over the past three years.お知らせ • May 13Bomin Electronics Co., Ltd. announced that it expects to receive CNY 1.5 billion in fundingBomin Electronics Co., Ltd. announced a private placement of not more than 153,303,629 A shares for gross proceeds of not more than CNY 1,500,000,000 on May 11, 2022. The transaction will include participation from not more than 35 specific investors including securities investment fund management companies, securities companies, trust companies, finance companies, insurance institutions, qualified foreign institutional investors, and other legal persons, natural persons or other qualified investors. The pricing base date of this issuance is the first day of the issuance period, and the issuance price shall not be lower than 80% of the average stock trading price 20 trading days. The number of shares issue in the transaction shall not exceed 30% of the total share capital of the company before this issuance. The validity period of the resolutions on this issuance is 12 months from the date when the resolutions related to this issuance are considered and approved at the general meeting of shareholders. All securities to be issued in the transaction will be subject to a lock up period of 6 months from the issuance date. The transaction has been approved at the twentieth meeting of the fourth board of directors of the company and is subject to approval in the company's general meeting of shareholders and China Securities Regulatory Commission.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.08 (vs CN¥0.09 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.08 (down from CN¥0.09 in 1Q 2021). Revenue: CN¥660.9m (down 5.5% from 1Q 2021). Net income: CN¥40.6m (down 13% from 1Q 2021). Profit margin: 6.1% (down from 6.7% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Apr 18Full year 2021 earnings released: EPS: CN¥0.48 (vs CN¥0.55 in FY 2020)Full year 2021 results: EPS: CN¥0.48 (down from CN¥0.55 in FY 2020). Revenue: CN¥3.52b (up 26% from FY 2020). Net income: CN¥241.9m (down 2.0% from FY 2020). Profit margin: 6.9% (down from 8.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥10.36, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 33x in the Electronic industry in China. Total returns to shareholders of 6.8% over the past three years.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥17.30, the stock trades at a trailing P/E ratio of 29.5x. Average trailing P/E is 42x in the Electronic industry in China. Total returns to shareholders of 144% over the past three years.Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS CN¥0.21 (vs CN¥0.24 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¥946.4m (up 13% from 2Q 2020). Net income: CN¥106.2m (down 2.9% from 2Q 2020). Profit margin: 11% (down from 13% 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 28% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.09 (vs CN¥0.036 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥699.7m (up 50% from 1Q 2020). Net income: CN¥46.6m (up 197% from 1Q 2020). Profit margin: 6.7% (up from 3.4% 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 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 25Full year 2020 earnings released: EPS CN¥0.55 (vs CN¥0.46 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥2.79b (up 4.4% from FY 2019). Net income: CN¥246.7m (up 22% from FY 2019). Profit margin: 8.9% (up from 7.6% 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 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 04Bomin Electronics Co., Ltd. to Report Fiscal Year 2020 Results on Mar 25, 2021Bomin Electronics Co., Ltd. announced that they will report fiscal year 2020 results on Mar 25, 2021Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥12.65, the stock is trading at a trailing P/E ratio of 25.4x, up from the previous P/E ratio of 21.7x. This compares to an average P/E of 38x in the Electronic industry in China. Total returns to shareholders over the past three years are 21%.Is New 90 Day High Low • Jan 25New 90-day low: CN¥11.03The company is down 28% from its price of CN¥15.26 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period.Is New 90 Day High Low • Jan 07New 90-day low: CN¥11.55The company is down 17% from its price of CN¥13.99 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period.Is New 90 Day High Low • Dec 22New 90-day low: CN¥12.82The company is down 8.0% from its price of CN¥13.95 on 23 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 1.0% over the same period.Is New 90 Day High Low • Nov 27New 90-day low: CN¥13.50The company is down 14% from its price of CN¥15.62 on 28 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 3.0% over the same period.Reported Earnings • Oct 16Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥215.3m, up 16% from the prior year. Total revenue was CN¥2.87b over the last 12 months, up 24% from the prior year.Valuation Update With 7 Day Price Move • Oct 14Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥15.78, the stock is trading at a trailing P/E ratio of 31.1x, up from the previous P/E ratio of 26.8x. This compares to an average P/E of 50x in the Electronic industry in China. Total returns to shareholders over the past year are 2.2%.Is New 90 Day High Low • Sep 24New 90-day low: CN¥13.60The company is down 3.0% from its price of CN¥14.00 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Bomin Electronics は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SHSE:603936 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/20253,520-247-97999N/A6/30/20253,459-253-1,05571N/A3/31/20253,370-235-1,10981N/A12/31/20243,266-236-934164N/A9/30/20242,970-571-76956N/A6/30/20242,913-583-74496N/A3/31/20242,977-561-716189N/A12/31/20232,913-566-96532N/A9/30/20232,9538-707294N/A6/30/20232,87744-580344N/A3/31/20232,89361-634231N/A12/31/20222,89881-588203N/A9/30/20223,124167-580333N/A6/30/20223,409199-547266N/A3/31/20223,482236-463266N/A12/31/20213,521242-366273N/A9/30/20213,412295-349228N/A6/30/20213,129274-321216N/A3/31/20213,018278-37685N/A12/31/20202,786247-23571N/A9/30/20202,867215-5086N/A6/30/20202,86622333146N/A3/31/20202,635200-4174N/A12/31/20192,66920253236N/A9/30/20192,318185-114161N/A6/30/20192,151182N/A138N/A3/31/20192,018127N/A173N/A12/31/20181,949125N/A174N/A9/30/20181,99091N/A244N/A6/30/20181,89875N/A201N/A3/31/20181,84669N/A112N/A12/31/20171,76065N/A176N/A9/30/20171,59871N/A33N/A6/30/20171,50864N/A48N/A3/31/20171,40058N/A164N/A12/31/20161,35153N/A48N/A9/30/20161,29856N/A43N/A6/30/20161,22455N/A-18N/A3/31/20161,21360N/A-80N/A12/31/20151,13061N/A20N/A9/30/20151,09466N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 603936の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 603936の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 603936の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 603936の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 603936の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 603936の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/15 13:40終値2026/05/15 00:00収益2025/09/30年間収益2024/12/31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Bomin Electronics 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。5 アナリスト機関Feng GaoChina Galaxy Securities Co., Ltd.Jin GuoGoldman SachsJian HuGuosen Securities Co., Ltd.2 その他のアナリストを表示
Major Estimate Revision • Dec 05Consensus EPS estimates fall by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.16b to CN¥3.09b. EPS estimate also fell from CN¥0.17 per share to CN¥0.09 per share. Net income forecast to grow 4,045% next year vs 65% growth forecast for Electronic industry in China. Consensus price target up from CN¥14.00 to CN¥14.50. Share price fell 4.8% to CN¥10.62 over the past week.
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.41b to CN¥3.16b. EPS estimate also fell from CN¥0.265 per share to CN¥0.17 per share. Net income forecast to grow 6,275% next year vs 74% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥14.00. Share price rose 4.2% to CN¥11.04 over the past week.
Price Target Changed • Aug 22Price target decreased by 29% to CN¥15.00Down from CN¥21.20, the current price target is provided by 1 analyst. New target price is 39% above last closing price of CN¥10.77. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.15 last year.
Major Estimate Revision • Jul 26Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.27b to CN¥3.06b. EPS estimate also fell from CN¥0.663 per share to CN¥0.29 per share. Net income forecast to grow 384% next year vs 58% growth forecast for Electronic industry in China. Consensus price target down from CN¥21.20 to CN¥20.20. Share price was steady at CN¥11.96 over the past week.
Price Target Changed • Jul 25Price target decreased by 9.4% to CN¥20.20Down from CN¥22.30, the current price target is an average from 2 analysts. New target price is 66% above last closing price of CN¥12.17. Stock is down 13% over the past year. The company is forecast to post earnings per share of CN¥0.66 for next year compared to CN¥0.15 last year.
Major Estimate Revision • Apr 29Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from CN¥0.703 to CN¥0.81. Revenue forecast steady at CN¥4.64b. Net income forecast to grow 203% next year vs 53% growth forecast for Electronic industry in China. Consensus price target down from CN¥22.30 to CN¥21.20. Share price fell 14% to CN¥12.15 over the past week.
New Risk • May 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.1% operating cash flow to total debt). Earnings have declined by 62% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Share price has been volatile over the past 3 months (8.8% average weekly change).
New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.1% operating cash flow to total debt). Earnings have declined by 62% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).
お知らせ • Apr 28Bomin Electronics Co., Ltd., Annual General Meeting, May 19, 2026Bomin Electronics Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Meizhou, Guangdong China
お知らせ • Mar 30Bomin Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Bomin Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Dec 26Bomin Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Bomin Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.003 (vs CN¥0.006 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.003 (up from CN¥0.006 loss in 3Q 2024). Revenue: CN¥887.3m (up 7.5% from 3Q 2024). Net income: CN¥2.23m (up CN¥6.49m from 3Q 2024). Profit margin: 0.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Bomin Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025Bomin Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025
New Risk • Sep 06New 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 8.8% 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.3% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.8% average weekly change). Earnings have declined by 63% per year over the past 5 years.
Board Change • Aug 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Chi Xu was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.018 (vs CN¥0.051 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.018 (down from CN¥0.051 in 2Q 2024). Revenue: CN¥882.1m (up 11% from 2Q 2024). Net income: CN¥10.6m (down 64% from 2Q 2024). Profit margin: 1.2% (down from 3.7% in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
New Risk • Jul 11New 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 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.7% operating cash flow to total debt). Earnings have declined by 63% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
お知らせ • Jun 30Bomin Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025Bomin Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025
Reported Earnings • Apr 28First quarter 2025 earnings released: EPS: CN¥0.04 (vs CN¥0.04 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.04 (in line with 1Q 2024). Revenue: CN¥822.9m (up 14% from 1Q 2024). Net income: CN¥27.3m (up 4.5% from 1Q 2024). Profit margin: 3.3% (down from 3.6% in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 26Bomin Electronics Co., Ltd., Annual General Meeting, May 23, 2025Bomin Electronics Co., Ltd., Annual General Meeting, May 23, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Meizhou, Guangdong China
お知らせ • Mar 28Bomin Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Bomin Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
分析記事 • Mar 24Would Bomin Electronics (SHSE:603936) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Feb 11Insufficient Growth At Bomin Electronics Co., Ltd. (SHSE:603936) Hampers Share PriceWith a price-to-sales (or "P/S") ratio of 1.7x Bomin Electronics Co., Ltd. ( SHSE:603936 ) may be sending very bullish...
お知らせ • Dec 27Bomin Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Bomin Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Reported Earnings • Nov 01Third quarter 2024 earnings released: CN¥0.006 loss per share (vs CN¥0.026 loss in 3Q 2023)Third quarter 2024 results: CN¥0.006 loss per share (improved from CN¥0.026 loss in 3Q 2023). Revenue: CN¥825.5m (up 7.5% from 3Q 2023). Net loss: CN¥4.26m (loss narrowed 72% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 30There Is A Reason Bomin Electronics Co., Ltd.'s (SHSE:603936) Price Is UndemandingBomin Electronics Co., Ltd.'s ( SHSE:603936 ) price-to-sales (or "P/S") ratio of 1.8x might make it look like a buy...
お知らせ • Sep 30Bomin Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Bomin Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
お知らせ • Sep 21Bomin Electronics Co., Ltd. (SHSE:603936) agreed to acquire 86.85% stake in Meizhou Benchuang Electronics Co., Ltd. from Xiong Dongmei for CNY 250 million.Bomin Electronics Co., Ltd. (SHSE:603936) agreed to acquire 86.85% stake in Meizhou Benchuang Electronics Co., Ltd. from Xiong Dongmei for CNY 250 million on September 20, 2024. A cash consideration of CNY 250 million will be paid by Bomin Electronics Co., Ltd. As part of consideration, CNY 250 million is paid towards common equity of Meizhou Benchuang Electronics Co., Ltd. Upon completion, Bomin Electronics Co., Ltd. will own 100% stake in Meizhou Benchuang Electronics Co., Ltd.
Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.051 (vs CN¥0.087 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.051 (down from CN¥0.087 in 2Q 2023). Revenue: CN¥793.3m (down 7.5% from 2Q 2023). Net income: CN¥29.1m (down 43% from 2Q 2023). Profit margin: 3.7% (down from 6.0% in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 23Is Bomin Electronics (SHSE:603936) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Jun 28Bomin Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 24, 2024Bomin Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 24, 2024
分析記事 • Jun 13Bomin Electronics Co., Ltd.'s (SHSE:603936) Revenues Are Not Doing Enough For Some InvestorsBomin Electronics Co., Ltd.'s ( SHSE:603936 ) price-to-sales (or "P/S") ratio of 1.6x might make it look like a strong...
New Risk • May 23New major risk - Revenue and earnings growthEarnings have declined by 43% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.4% average weekly change).
お知らせ • Apr 29Bomin Electronics Co., Ltd., Annual General Meeting, May 28, 2024Bomin Electronics Co., Ltd., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Meizhou, Guangdong China
New Risk • Apr 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 10% 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 (10% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).
分析記事 • Apr 11Bomin Electronics (SHSE:603936) May Have Issues Allocating Its CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
お知らせ • Mar 30Bomin Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Bomin Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
分析記事 • Mar 07The Market Lifts Bomin Electronics Co., Ltd. (SHSE:603936) Shares 32% But It Can Do MoreThose holding Bomin Electronics Co., Ltd. ( SHSE:603936 ) shares would be relieved that the share price has rebounded...
お知らせ • Dec 29Bomin Electronics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Bomin Electronics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Major Estimate Revision • Dec 05Consensus EPS estimates fall by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.16b to CN¥3.09b. EPS estimate also fell from CN¥0.17 per share to CN¥0.09 per share. Net income forecast to grow 4,045% next year vs 65% growth forecast for Electronic industry in China. Consensus price target up from CN¥14.00 to CN¥14.50. Share price fell 4.8% to CN¥10.62 over the past week.
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.41b to CN¥3.16b. EPS estimate also fell from CN¥0.265 per share to CN¥0.17 per share. Net income forecast to grow 6,275% next year vs 74% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥14.00. Share price rose 4.2% to CN¥11.04 over the past week.
New Risk • Nov 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 55% 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 (0.2% net profit margin). Shareholders have been diluted in the past year (25% increase in shares outstanding).
Price Target Changed • Aug 22Price target decreased by 29% to CN¥15.00Down from CN¥21.20, the current price target is provided by 1 analyst. New target price is 39% above last closing price of CN¥10.77. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.15 last year.
New Risk • Aug 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% 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 (1.4% net profit margin). Shareholders have been diluted in the past year (25% increase in shares outstanding).
Reported Earnings • Aug 19Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: CN¥0.087 (down from CN¥0.13 in 2Q 2022). Revenue: CN¥857.5m (down 1.8% from 2Q 2022). Net income: CN¥51.1m (down 26% from 2Q 2022). Profit margin: 6.0% (down from 7.9% in 2Q 2022). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Jul 26Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.27b to CN¥3.06b. EPS estimate also fell from CN¥0.663 per share to CN¥0.29 per share. Net income forecast to grow 384% next year vs 58% growth forecast for Electronic industry in China. Consensus price target down from CN¥21.20 to CN¥20.20. Share price was steady at CN¥11.96 over the past week.
Price Target Changed • Jul 25Price target decreased by 9.4% to CN¥20.20Down from CN¥22.30, the current price target is an average from 2 analysts. New target price is 66% above last closing price of CN¥12.17. Stock is down 13% over the past year. The company is forecast to post earnings per share of CN¥0.66 for next year compared to CN¥0.15 last year.
お知らせ • Jun 28Bomin Electronics Co., Ltd. to Report First Half, 2023 Results on Aug 19, 2023Bomin Electronics Co., Ltd. announced that they will report first half, 2023 results on Aug 19, 2023
Major Estimate Revision • Apr 29Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from CN¥0.703 to CN¥0.81. Revenue forecast steady at CN¥4.64b. Net income forecast to grow 203% next year vs 53% growth forecast for Electronic industry in China. Consensus price target down from CN¥22.30 to CN¥21.20. Share price fell 14% to CN¥12.15 over the past week.
Reported Earnings • Apr 25Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: CN¥0.15 (down from CN¥0.48 in FY 2021). Revenue: CN¥2.91b (down 17% from FY 2021). Net income: CN¥78.6m (down 68% from FY 2021). Profit margin: 2.7% (down from 6.9% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 66%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥14.97, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥13.43, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 3.5% over the past three years.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.04 (vs CN¥0.10 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.04 (down from CN¥0.10 in 3Q 2021). Revenue: CN¥691.2m (down 29% from 3Q 2021). Net income: CN¥20.5m (down 61% from 3Q 2021). Profit margin: 3.0% (down from 5.3% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.21 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.21 in 2Q 2021). Revenue: CN¥873.6m (down 7.7% from 2Q 2021). Net income: CN¥68.9m (down 35% from 2Q 2021). Profit margin: 7.9% (down from 11% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 45%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥11.99, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 33x in the Electronic industry in China. Total returns to shareholders of 19% over the past three years.
お知らせ • May 13Bomin Electronics Co., Ltd. announced that it expects to receive CNY 1.5 billion in fundingBomin Electronics Co., Ltd. announced a private placement of not more than 153,303,629 A shares for gross proceeds of not more than CNY 1,500,000,000 on May 11, 2022. The transaction will include participation from not more than 35 specific investors including securities investment fund management companies, securities companies, trust companies, finance companies, insurance institutions, qualified foreign institutional investors, and other legal persons, natural persons or other qualified investors. The pricing base date of this issuance is the first day of the issuance period, and the issuance price shall not be lower than 80% of the average stock trading price 20 trading days. The number of shares issue in the transaction shall not exceed 30% of the total share capital of the company before this issuance. The validity period of the resolutions on this issuance is 12 months from the date when the resolutions related to this issuance are considered and approved at the general meeting of shareholders. All securities to be issued in the transaction will be subject to a lock up period of 6 months from the issuance date. The transaction has been approved at the twentieth meeting of the fourth board of directors of the company and is subject to approval in the company's general meeting of shareholders and China Securities Regulatory Commission.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.08 (vs CN¥0.09 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.08 (down from CN¥0.09 in 1Q 2021). Revenue: CN¥660.9m (down 5.5% from 1Q 2021). Net income: CN¥40.6m (down 13% from 1Q 2021). Profit margin: 6.1% (down from 6.7% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Apr 18Full year 2021 earnings released: EPS: CN¥0.48 (vs CN¥0.55 in FY 2020)Full year 2021 results: EPS: CN¥0.48 (down from CN¥0.55 in FY 2020). Revenue: CN¥3.52b (up 26% from FY 2020). Net income: CN¥241.9m (down 2.0% from FY 2020). Profit margin: 6.9% (down from 8.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥10.36, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 33x in the Electronic industry in China. Total returns to shareholders of 6.8% over the past three years.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥17.30, the stock trades at a trailing P/E ratio of 29.5x. Average trailing P/E is 42x in the Electronic industry in China. Total returns to shareholders of 144% over the past three years.
Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS CN¥0.21 (vs CN¥0.24 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¥946.4m (up 13% from 2Q 2020). Net income: CN¥106.2m (down 2.9% from 2Q 2020). Profit margin: 11% (down from 13% 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 28% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.09 (vs CN¥0.036 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥699.7m (up 50% from 1Q 2020). Net income: CN¥46.6m (up 197% from 1Q 2020). Profit margin: 6.7% (up from 3.4% 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 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 25Full year 2020 earnings released: EPS CN¥0.55 (vs CN¥0.46 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥2.79b (up 4.4% from FY 2019). Net income: CN¥246.7m (up 22% from FY 2019). Profit margin: 8.9% (up from 7.6% 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 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 04Bomin Electronics Co., Ltd. to Report Fiscal Year 2020 Results on Mar 25, 2021Bomin Electronics Co., Ltd. announced that they will report fiscal year 2020 results on Mar 25, 2021
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥12.65, the stock is trading at a trailing P/E ratio of 25.4x, up from the previous P/E ratio of 21.7x. This compares to an average P/E of 38x in the Electronic industry in China. Total returns to shareholders over the past three years are 21%.
Is New 90 Day High Low • Jan 25New 90-day low: CN¥11.03The company is down 28% from its price of CN¥15.26 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Jan 07New 90-day low: CN¥11.55The company is down 17% from its price of CN¥13.99 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period.
Is New 90 Day High Low • Dec 22New 90-day low: CN¥12.82The company is down 8.0% from its price of CN¥13.95 on 23 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 1.0% over the same period.
Is New 90 Day High Low • Nov 27New 90-day low: CN¥13.50The company is down 14% from its price of CN¥15.62 on 28 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 3.0% over the same period.
Reported Earnings • Oct 16Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥215.3m, up 16% from the prior year. Total revenue was CN¥2.87b over the last 12 months, up 24% from the prior year.
Valuation Update With 7 Day Price Move • Oct 14Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥15.78, the stock is trading at a trailing P/E ratio of 31.1x, up from the previous P/E ratio of 26.8x. This compares to an average P/E of 50x in the Electronic industry in China. Total returns to shareholders over the past year are 2.2%.
Is New 90 Day High Low • Sep 24New 90-day low: CN¥13.60The company is down 3.0% from its price of CN¥14.00 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period.