Changzhou Aohong Electronics（605058）株式概要常州澳宏電子有限公司は、中国でプリント基板（PCB）を製造・販売しています。 詳細605058 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績4/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より23.7%で取引されている 過去5年間の収益は年間0.3%増加しました。 リスク分析1.38%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 すべてのリスクチェックを見る605058 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¥36.3512.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue CN¥1.9bEarnings CN¥203.4mAdvancedSet Fair ValueView all narrativesChangzhou Aohong Electronics Co., Ltd. 競合他社Jiangsu Transimage TechnologySymbol: SZSE:002866Market cap: CN¥5.0bShenzhen TXD TechnologyLtdSymbol: SZSE:002845Market cap: CN¥4.6bShenzhen Textile (Holdings)Symbol: SZSE:000045Market cap: CN¥5.0bBeijing Bayi Space LCD TechnologyLtdSymbol: SHSE:688181Market cap: CN¥5.7b価格と性能株価の高値、安値、推移の概要Changzhou Aohong Electronics過去の株価現在の株価CN¥36.3552週高値CN¥41.9752週安値CN¥23.81ベータ0.561ヶ月の変化-5.95%3ヶ月変化12.26%1年変化51.58%3年間の変化65.91%5年間の変化52.28%IPOからの変化38.48%最新ニュースBuy Or Sell Opportunity • Jun 05Now 21% undervaluedOver the last 90 days, the stock has risen 15% to CN¥37.20. The fair value is estimated to be CN¥47.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.6%.Buy Or Sell Opportunity • May 15Now 22% undervaluedOver the last 90 days, the stock has risen 17% to CN¥37.48. The fair value is estimated to be CN¥47.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.6%.New Risk • May 04New 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 7.9% 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: Minor Risks Dividend is not well covered by cash flows (114% cash payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change).New Risk • Apr 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 114% Dividend yield: 1.4% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 16Full year 2025 earnings released: EPS: CN¥1.07 (vs CN¥0.99 in FY 2024)Full year 2025 results: EPS: CN¥1.07 (up from CN¥0.99 in FY 2024). Revenue: CN¥1.35b (up 4.3% from FY 2024). Net income: CN¥152.4m (up 7.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 0.1% 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. This is currently the only risk that has been identified for the company.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jun 05Now 21% undervaluedOver the last 90 days, the stock has risen 15% to CN¥37.20. The fair value is estimated to be CN¥47.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.6%.Buy Or Sell Opportunity • May 15Now 22% undervaluedOver the last 90 days, the stock has risen 17% to CN¥37.48. The fair value is estimated to be CN¥47.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.6%.New Risk • May 04New 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 7.9% 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: Minor Risks Dividend is not well covered by cash flows (114% cash payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change).New Risk • Apr 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 114% Dividend yield: 1.4% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 16Full year 2025 earnings released: EPS: CN¥1.07 (vs CN¥0.99 in FY 2024)Full year 2025 results: EPS: CN¥1.07 (up from CN¥0.99 in FY 2024). Revenue: CN¥1.35b (up 4.3% from FY 2024). Net income: CN¥152.4m (up 7.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 0.1% 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. This is currently the only risk that has been identified for the company.お知らせ • Apr 16Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 11, 2026Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 11, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu ChinaValuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥36.96, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 62x in the Electronic industry in China. Total returns to shareholders of 88% over the past three years.お知らせ • Mar 30Changzhou Aohong Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Changzhou Aohong Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26Changzhou Aohong Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026Changzhou Aohong Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥29.29, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 54x in the Electronic industry in China. Total returns to shareholders of 61% over the past three years.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.15 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.19 (up from CN¥0.15 in 3Q 2024). Revenue: CN¥332.0m (up 1.7% from 3Q 2024). Net income: CN¥26.2m (up 18% from 3Q 2024). Profit margin: 7.9% (up from 6.8% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 30Changzhou Aohong Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Changzhou Aohong Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.30 (vs CN¥0.33 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.30 (down from CN¥0.33 in 2Q 2024). Revenue: CN¥335.7m (down 1.7% from 2Q 2024). Net income: CN¥44.1m (down 6.2% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.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. This is currently the only risk that has been identified for the company.お知らせ • Jun 30Changzhou Aohong Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 09, 2025Changzhou Aohong Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 09, 2025Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥30.56, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 50x in the Electronic industry in China. Total returns to shareholders of 69% over the past three years.Reported Earnings • May 05First quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.22 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.22 in 1Q 2024). Revenue: CN¥338.0m (up 23% from 1Q 2024). Net income: CN¥36.6m (up 17% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥19.26, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 42x in the Electronic industry in China. Total returns to shareholders of 4.5% over the past three years.お知らせ • Mar 28Changzhou Aohong Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Changzhou Aohong Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025分析記事 • Mar 18Investors Don't See Light At End Of Changzhou Aohong Electronics Co., Ltd.'s (SHSE:605058) TunnelWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 40x, you may consider...New Risk • Mar 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 18Full year 2024 earnings released: EPS: CN¥0.99 (vs CN¥0.93 in FY 2023)Full year 2024 results: EPS: CN¥0.99 (up from CN¥0.93 in FY 2023). Revenue: CN¥1.29b (up 20% from FY 2023). Net income: CN¥141.5m (up 6.5% from FY 2023). Profit margin: 11% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Mar 18Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 20, 2025Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu ChinaValuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥23.56, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 46x in the Electronic industry in China. Total returns to shareholders of 1.7% over the past three years.分析記事 • Jan 03Some Investors May Be Worried About Changzhou Aohong Electronics' (SHSE:605058) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Dec 27Changzhou Aohong Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 18, 2025Changzhou Aohong Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Mar 18, 2025分析記事 • Nov 01Changzhou Aohong Electronics (SHSE:605058) Strong Profits May Be Masking Some Underlying IssuesThe market shrugged off Changzhou Aohong Electronics Co., Ltd.'s ( SHSE:605058 ) solid earnings report. We think that...Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥326.6m (up 17% from 3Q 2023). Net income: CN¥22.2m (down 40% from 3Q 2023). Profit margin: 6.8% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 3% per year.お知らせ • Sep 30Changzhou Aohong Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Changzhou Aohong Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥20.48, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 38x in the Electronic industry in China. Total loss to shareholders of 3.0% over the past three years.Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.33 (vs CN¥0.31 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.33 (up from CN¥0.31 in 2Q 2023). Revenue: CN¥341.7m (up 23% from 2Q 2023). Net income: CN¥47.0m (up 5.8% from 2Q 2023). Profit margin: 14% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.分析記事 • Jul 05Changzhou Aohong Electronics Co., Ltd. (SHSE:605058) Looks Inexpensive But Perhaps Not Attractive EnoughChangzhou Aohong Electronics Co., Ltd.'s ( SHSE:605058 ) price-to-earnings (or "P/E") ratio of 18.8x might make it look...お知らせ • Jun 29Changzhou Aohong Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024Changzhou Aohong Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥22.40, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 39x in the Electronic industry in China. Total loss to shareholders of 1.1% over the past three years.分析記事 • May 01Changzhou Aohong Electronics' (SHSE:605058) Solid Earnings Have Been Accounted For ConservativelyShareholders appeared to be happy with Changzhou Aohong Electronics Co., Ltd.'s ( SHSE:605058 ) solid earnings report...お知らせ • Apr 26Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 30, 2024Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 30, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu ChinaReported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.21 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.22 (up from CN¥0.21 in 1Q 2023). Revenue: CN¥274.5m (up 7.7% from 1Q 2023). Net income: CN¥31.2m (up 2.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.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¥14.46, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 37x in the Electronic industry in China. Total loss to shareholders of 37% over the past three years.お知らせ • Mar 29Changzhou Aohong Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024Changzhou Aohong Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024分析記事 • Mar 09Changzhou Aohong Electronics Co., Ltd. (SHSE:605058) Shares Fly 35% But Investors Aren't Buying For GrowthThose holding Changzhou Aohong Electronics Co., Ltd. ( SHSE:605058 ) shares would be relieved that the share price has...Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥16.09, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 24% over the past three years.お知らせ • Dec 29Changzhou Aohong Electronics Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Changzhou Aohong Electronics Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.35 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.35 in 3Q 2022). Revenue: CN¥279.0m (flat on 3Q 2022). Net income: CN¥36.9m (down 25% from 3Q 2022). Profit margin: 13% (down from 18% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.Reported Earnings • Mar 23Full year 2022 earnings released: EPS: CN¥0.93 (vs CN¥1.00 in FY 2021)Full year 2022 results: EPS: CN¥0.93 (down from CN¥1.00 in FY 2021). Revenue: CN¥1.13b (up 5.2% from FY 2021). Net income: CN¥133.1m (down 6.8% from FY 2021). Profit margin: 12% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥25.55, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 38x in the Electronic industry in China. Total returns to shareholders of 24% over the past year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Longji Wang was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.35 (vs CN¥0.29 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.35 (up from CN¥0.29 in 3Q 2021). Revenue: CN¥281.4m (down 5.5% from 3Q 2021). Net income: CN¥49.2m (up 19% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). The increase in margin was driven by lower expenses.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.31 (vs CN¥0.27 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.31 (up from CN¥0.27 in 2Q 2021). Revenue: CN¥300.4m (up 14% from 2Q 2021). Net income: CN¥44.0m (up 16% from 2Q 2021). Profit margin: 15% (in line with 2Q 2021).Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.23 (vs CN¥0.27 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.23 (down from CN¥0.27 in 1Q 2021). Revenue: CN¥277.2m (up 8.0% from 1Q 2021). Net income: CN¥33.4m (down 14% from 1Q 2021). Profit margin: 12% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses.Buying Opportunity • Mar 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be CN¥24.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Reported Earnings • Mar 09Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥1.00 (down from CN¥1.10 in FY 2020). Revenue: CN¥1.07b (up 21% from FY 2020). Net income: CN¥142.7m (up 14% from FY 2020). Profit margin: 13% (in line with FY 2020). Revenue was in line with analyst estimates.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.29 (vs CN¥0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥297.9m (up 15% from 3Q 2020). Net income: CN¥41.2m (up 70% from 3Q 2020). Profit margin: 14% (up from 9.4% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS CN¥0.27 (vs CN¥0.35 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥262.5m (up 15% from 2Q 2020). Net income: CN¥38.1m (up 3.4% from 2Q 2020). Profit margin: 14% (down from 16% in 2Q 2020).Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥1.10 (vs CN¥1.16 in FY 2019)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2020 results: Revenue: CN¥882.2m (up 4.5% from FY 2019). Net income: CN¥124.8m (flat on FY 2019). Profit margin: 14% (in line with FY 2019).Is New 90 Day High Low • Mar 15New 90-day low: CN¥20.80The company is down 23% from a price of CN¥27.05 on 15 December 2020. Underperformed the Chinese market, which is flat over the last 90 days. Lagged the Electronic industry, which is down 6.0% over the same period.お知らせ • Mar 05Changzhou Aohong Electronics Co., Ltd. to Report Fiscal Year 2020 Results on Mar 29, 2021Changzhou Aohong Electronics Co., Ltd. announced that they will report fiscal year 2020 results on Mar 29, 2021Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 16% share price decline to CN¥26.67, the stock is trading at a trailing P/E ratio of 23.8x, down from the previous P/E ratio of 28.4x. This compares to an average P/E of 46x in the Electronic industry in China.Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥120.4m, up 1.8% from the prior year. Total revenue was CN¥866.2m over the last 12 months, up 2.8% from the prior year.株主還元605058CN ElectronicCN 市場7D-4.6%-6.1%-3.5%1Y51.6%110.2%25.0%株主還元を見る業界別リターン: 605058過去 1 年間で110.2 % 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: 605058過去 1 年間で25 % の収益を上げたCN市場を上回りました。価格変動Is 605058's price volatile compared to industry and market?605058 volatility605058 Average Weekly Movement8.0%Electronic Industry Average Movement8.3%Market Average Movement6.6%10% most volatile stocks in CN Market10.4%10% least volatile stocks in CN Market4.3%安定した株価: 605058 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 605058の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20051,328Dinghong Chenwww.czaohong.com常州葵紅電子有限公司は、中国でプリント基板（PCB）を製造・販売している。同社の製品には、片面、両面、多層、メタルベースPCB、OSPプリント基板、スズジェットプリント基板、HASL製品、金／金メッキプリント基板、カーボンフィルム基板、複合基板プリント基板などがある。同社の製品は家電、民生用電子機器、電源、ネットワーク通信、自動車用電子機器などの分野で使用されている。常州澳宏電子有限公司は2005年に設立され、中国常州市に本社を置いている。もっと見るChangzhou Aohong Electronics Co., Ltd. 基礎のまとめChangzhou Aohong Electronics の収益と売上を時価総額と比較するとどうか。605058 基礎統計学時価総額CN¥5.20b収益（TTM）CN¥148.92m売上高(TTM)CN¥1.37b34.9xPER（株価収益率3.8xP/Sレシオ605058 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605058 損益計算書（TTM）収益CN¥1.37b売上原価CN¥1.05b売上総利益CN¥315.03mその他の費用CN¥166.10m収益CN¥148.92m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）1.04グロス・マージン23.02%純利益率10.88%有利子負債／自己資本比率36.9%605058 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1.4%現在の配当利回り48%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2026/06/11 07:15終値2026/06/11 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Changzhou Aohong 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。0
Buy Or Sell Opportunity • Jun 05Now 21% undervaluedOver the last 90 days, the stock has risen 15% to CN¥37.20. The fair value is estimated to be CN¥47.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.6%.
Buy Or Sell Opportunity • May 15Now 22% undervaluedOver the last 90 days, the stock has risen 17% to CN¥37.48. The fair value is estimated to be CN¥47.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.6%.
New Risk • May 04New 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 7.9% 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: Minor Risks Dividend is not well covered by cash flows (114% cash payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change).
New Risk • Apr 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 114% Dividend yield: 1.4% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 16Full year 2025 earnings released: EPS: CN¥1.07 (vs CN¥0.99 in FY 2024)Full year 2025 results: EPS: CN¥1.07 (up from CN¥0.99 in FY 2024). Revenue: CN¥1.35b (up 4.3% from FY 2024). Net income: CN¥152.4m (up 7.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 0.1% 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jun 05Now 21% undervaluedOver the last 90 days, the stock has risen 15% to CN¥37.20. The fair value is estimated to be CN¥47.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.6%.
Buy Or Sell Opportunity • May 15Now 22% undervaluedOver the last 90 days, the stock has risen 17% to CN¥37.48. The fair value is estimated to be CN¥47.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.6%.
New Risk • May 04New 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 7.9% 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: Minor Risks Dividend is not well covered by cash flows (114% cash payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change).
New Risk • Apr 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 114% Dividend yield: 1.4% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 16Full year 2025 earnings released: EPS: CN¥1.07 (vs CN¥0.99 in FY 2024)Full year 2025 results: EPS: CN¥1.07 (up from CN¥0.99 in FY 2024). Revenue: CN¥1.35b (up 4.3% from FY 2024). Net income: CN¥152.4m (up 7.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 0.1% 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. This is currently the only risk that has been identified for the company.
お知らせ • Apr 16Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 11, 2026Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 11, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu China
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥36.96, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 62x in the Electronic industry in China. Total returns to shareholders of 88% over the past three years.
お知らせ • Mar 30Changzhou Aohong Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Changzhou Aohong Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26Changzhou Aohong Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026Changzhou Aohong Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥29.29, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 54x in the Electronic industry in China. Total returns to shareholders of 61% over the past three years.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.15 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.19 (up from CN¥0.15 in 3Q 2024). Revenue: CN¥332.0m (up 1.7% from 3Q 2024). Net income: CN¥26.2m (up 18% from 3Q 2024). Profit margin: 7.9% (up from 6.8% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 30Changzhou Aohong Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Changzhou Aohong Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.30 (vs CN¥0.33 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.30 (down from CN¥0.33 in 2Q 2024). Revenue: CN¥335.7m (down 1.7% from 2Q 2024). Net income: CN¥44.1m (down 6.2% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
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. This is currently the only risk that has been identified for the company.
お知らせ • Jun 30Changzhou Aohong Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 09, 2025Changzhou Aohong Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 09, 2025
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥30.56, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 50x in the Electronic industry in China. Total returns to shareholders of 69% over the past three years.
Reported Earnings • May 05First quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.22 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.22 in 1Q 2024). Revenue: CN¥338.0m (up 23% from 1Q 2024). Net income: CN¥36.6m (up 17% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥19.26, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 42x in the Electronic industry in China. Total returns to shareholders of 4.5% over the past three years.
お知らせ • Mar 28Changzhou Aohong Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Changzhou Aohong Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
分析記事 • Mar 18Investors Don't See Light At End Of Changzhou Aohong Electronics Co., Ltd.'s (SHSE:605058) TunnelWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 40x, you may consider...
New Risk • Mar 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 18Full year 2024 earnings released: EPS: CN¥0.99 (vs CN¥0.93 in FY 2023)Full year 2024 results: EPS: CN¥0.99 (up from CN¥0.93 in FY 2023). Revenue: CN¥1.29b (up 20% from FY 2023). Net income: CN¥141.5m (up 6.5% from FY 2023). Profit margin: 11% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Mar 18Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 20, 2025Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu China
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥23.56, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 46x in the Electronic industry in China. Total returns to shareholders of 1.7% over the past three years.
分析記事 • Jan 03Some Investors May Be Worried About Changzhou Aohong Electronics' (SHSE:605058) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Dec 27Changzhou Aohong Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 18, 2025Changzhou Aohong Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Mar 18, 2025
分析記事 • Nov 01Changzhou Aohong Electronics (SHSE:605058) Strong Profits May Be Masking Some Underlying IssuesThe market shrugged off Changzhou Aohong Electronics Co., Ltd.'s ( SHSE:605058 ) solid earnings report. We think that...
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥326.6m (up 17% from 3Q 2023). Net income: CN¥22.2m (down 40% from 3Q 2023). Profit margin: 6.8% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 3% per year.
お知らせ • Sep 30Changzhou Aohong Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Changzhou Aohong Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥20.48, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 38x in the Electronic industry in China. Total loss to shareholders of 3.0% over the past three years.
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.33 (vs CN¥0.31 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.33 (up from CN¥0.31 in 2Q 2023). Revenue: CN¥341.7m (up 23% from 2Q 2023). Net income: CN¥47.0m (up 5.8% from 2Q 2023). Profit margin: 14% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
分析記事 • Jul 05Changzhou Aohong Electronics Co., Ltd. (SHSE:605058) Looks Inexpensive But Perhaps Not Attractive EnoughChangzhou Aohong Electronics Co., Ltd.'s ( SHSE:605058 ) price-to-earnings (or "P/E") ratio of 18.8x might make it look...
お知らせ • Jun 29Changzhou Aohong Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024Changzhou Aohong Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥22.40, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 39x in the Electronic industry in China. Total loss to shareholders of 1.1% over the past three years.
分析記事 • May 01Changzhou Aohong Electronics' (SHSE:605058) Solid Earnings Have Been Accounted For ConservativelyShareholders appeared to be happy with Changzhou Aohong Electronics Co., Ltd.'s ( SHSE:605058 ) solid earnings report...
お知らせ • Apr 26Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 30, 2024Changzhou Aohong Electronics Co., Ltd., Annual General Meeting, May 30, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Changzhou, Jiangsu China
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.21 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.22 (up from CN¥0.21 in 1Q 2023). Revenue: CN¥274.5m (up 7.7% from 1Q 2023). Net income: CN¥31.2m (up 2.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.
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¥14.46, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 37x in the Electronic industry in China. Total loss to shareholders of 37% over the past three years.
お知らせ • Mar 29Changzhou Aohong Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024Changzhou Aohong Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
分析記事 • Mar 09Changzhou Aohong Electronics Co., Ltd. (SHSE:605058) Shares Fly 35% But Investors Aren't Buying For GrowthThose holding Changzhou Aohong Electronics Co., Ltd. ( SHSE:605058 ) shares would be relieved that the share price has...
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥16.09, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 24% over the past three years.
お知らせ • Dec 29Changzhou Aohong Electronics Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Changzhou Aohong Electronics Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.35 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.35 in 3Q 2022). Revenue: CN¥279.0m (flat on 3Q 2022). Net income: CN¥36.9m (down 25% from 3Q 2022). Profit margin: 13% (down from 18% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.
Reported Earnings • Mar 23Full year 2022 earnings released: EPS: CN¥0.93 (vs CN¥1.00 in FY 2021)Full year 2022 results: EPS: CN¥0.93 (down from CN¥1.00 in FY 2021). Revenue: CN¥1.13b (up 5.2% from FY 2021). Net income: CN¥133.1m (down 6.8% from FY 2021). Profit margin: 12% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥25.55, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 38x in the Electronic industry in China. Total returns to shareholders of 24% over the past year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Longji Wang was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.35 (vs CN¥0.29 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.35 (up from CN¥0.29 in 3Q 2021). Revenue: CN¥281.4m (down 5.5% from 3Q 2021). Net income: CN¥49.2m (up 19% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). The increase in margin was driven by lower expenses.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.31 (vs CN¥0.27 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.31 (up from CN¥0.27 in 2Q 2021). Revenue: CN¥300.4m (up 14% from 2Q 2021). Net income: CN¥44.0m (up 16% from 2Q 2021). Profit margin: 15% (in line with 2Q 2021).
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.23 (vs CN¥0.27 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.23 (down from CN¥0.27 in 1Q 2021). Revenue: CN¥277.2m (up 8.0% from 1Q 2021). Net income: CN¥33.4m (down 14% from 1Q 2021). Profit margin: 12% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses.
Buying Opportunity • Mar 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be CN¥24.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Reported Earnings • Mar 09Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥1.00 (down from CN¥1.10 in FY 2020). Revenue: CN¥1.07b (up 21% from FY 2020). Net income: CN¥142.7m (up 14% from FY 2020). Profit margin: 13% (in line with FY 2020). Revenue was in line with analyst estimates.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.29 (vs CN¥0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥297.9m (up 15% from 3Q 2020). Net income: CN¥41.2m (up 70% from 3Q 2020). Profit margin: 14% (up from 9.4% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS CN¥0.27 (vs CN¥0.35 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥262.5m (up 15% from 2Q 2020). Net income: CN¥38.1m (up 3.4% from 2Q 2020). Profit margin: 14% (down from 16% in 2Q 2020).
Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥1.10 (vs CN¥1.16 in FY 2019)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2020 results: Revenue: CN¥882.2m (up 4.5% from FY 2019). Net income: CN¥124.8m (flat on FY 2019). Profit margin: 14% (in line with FY 2019).
Is New 90 Day High Low • Mar 15New 90-day low: CN¥20.80The company is down 23% from a price of CN¥27.05 on 15 December 2020. Underperformed the Chinese market, which is flat over the last 90 days. Lagged the Electronic industry, which is down 6.0% over the same period.
お知らせ • Mar 05Changzhou Aohong Electronics Co., Ltd. to Report Fiscal Year 2020 Results on Mar 29, 2021Changzhou Aohong Electronics Co., Ltd. announced that they will report fiscal year 2020 results on Mar 29, 2021
Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 16% share price decline to CN¥26.67, the stock is trading at a trailing P/E ratio of 23.8x, down from the previous P/E ratio of 28.4x. This compares to an average P/E of 46x in the Electronic industry in China.
Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥120.4m, up 1.8% from the prior year. Total revenue was CN¥866.2m over the last 12 months, up 2.8% from the prior year.
