Delton Technology (Guangzhou)（001389）株式概要デルトンテクノロジー(広州)有限公司は、中国国内および国際的なプリント基板の研究開発、生産、販売を行っています。 詳細001389 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長6/6過去の実績3/6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48.7%で取引されている 収益は年間32.67%増加すると予測されています 過去1年間で収益は51.4%増加しました アナリストらは、株価が76.9%上昇するだろうとほぼ一致している。 リスク分析CN市場と比較して、過去 3 か月間の株価の変動が非常に大きい高いレベルの非現金収入 0.46%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001389 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW483,421 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA483,421 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥140.5860.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture023b2016201920222025202620282031Revenue CN¥23.0bEarnings CN¥4.3bAdvancedSet Fair ValueView all narrativesDelton Technology (Guangzhou) Inc. 競合他社Jiangxi Redboard TechnologySymbol: SHSE:603459Market cap: CN¥60.1bJonhon Optronic TechnologySymbol: SZSE:002179Market cap: CN¥71.4bShenzhen Kinwong ElectronicSymbol: SHSE:603228Market cap: CN¥73.7bGuangdong Fenghua Advanced Technology (Holding)Symbol: SZSE:000636Market cap: CN¥59.6b価格と性能株価の高値、安値、推移の概要Delton Technology (Guangzhou)過去の株価現在の株価CN¥140.5852週高値CN¥238.2652週安値CN¥61.30ベータ1.51ヶ月の変化-30.75%3ヶ月変化-13.89%1年変化119.66%3年間の変化n/a5年間の変化n/aIPOからの変化170.97%最新ニュースValuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥167, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 156% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥272 per share.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥184, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 41x in the Electronic industry in China. Total returns to shareholders of 183% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥269 per share.Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 68% to CN¥197. The fair value is estimated to be CN¥264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 29% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.お知らせ • Jun 30Delton Technology (Guangzhou) Inc. to Report First Half, 2026 Results on Aug 08, 2026Delton Technology (Guangzhou) Inc. announced that they will report first half, 2026 results on Aug 08, 2026Major Estimate Revision • Jun 26Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥9.54b to CN¥9.74b. EPS estimate increased from CN¥3.94 to CN¥4.57 per share. Net income forecast to grow 103% next year vs 51% growth forecast for Electronic industry in China. Consensus price target up from CN¥218 to CN¥248. Share price rose 9.6% to CN¥221 over the past week.Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 57% to CN¥174. The fair value is estimated to be CN¥218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥167, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 156% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥272 per share.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥184, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 41x in the Electronic industry in China. Total returns to shareholders of 183% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥269 per share.Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 68% to CN¥197. The fair value is estimated to be CN¥264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 29% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.お知らせ • Jun 30Delton Technology (Guangzhou) Inc. to Report First Half, 2026 Results on Aug 08, 2026Delton Technology (Guangzhou) Inc. announced that they will report first half, 2026 results on Aug 08, 2026Major Estimate Revision • Jun 26Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥9.54b to CN¥9.74b. EPS estimate increased from CN¥3.94 to CN¥4.57 per share. Net income forecast to grow 103% next year vs 51% growth forecast for Electronic industry in China. Consensus price target up from CN¥218 to CN¥248. Share price rose 9.6% to CN¥221 over the past week.Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 57% to CN¥174. The fair value is estimated to be CN¥218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.お知らせ • May 27Delton Technology (Guangzhou) Inc., Annual General Meeting, Jun 18, 2026Delton Technology (Guangzhou) Inc., Annual General Meeting, Jun 18, 2026, at 15:00 China Standard Time. Location: No. 22, Baoying South Road, Guangzhou Free Trade Zone, Guangdong ChinaValuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥190, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 284% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥220 per share.Buy Or Sell Opportunity • May 08Now 22% undervaluedOver the last 90 days, the stock has risen 74% to CN¥173. The fair value is estimated to be CN¥221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: CN¥0.93 (up from CN¥0.56 in 1Q 2025). Revenue: CN¥1.91b (up 71% from 1Q 2025). Net income: CN¥392.6m (up 63% from 1Q 2025). Profit margin: 21% (down from 22% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥133, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 187% over the past year.New Risk • Apr 08New 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 10% 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 Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (40% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Mar 31Delton Technology (Guangzhou) Inc. to Report Q1, 2026 Results on Apr 30, 2026Delton Technology (Guangzhou) Inc. announced that they will report Q1, 2026 results on Apr 30, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥99.03, the stock trades at a trailing P/E ratio of 46.1x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 86% over the past year.お知らせ • Mar 20Delton Technology (Guangzhou) Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.30648 billion.Delton Technology (Guangzhou) Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.30648 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 4,600,000 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,725,500 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,674,500 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Transaction Features: New Market Listing; Regulation S; Sponsor Backed Offeringお知らせ • Mar 12Delton Technology (Guangzhou) Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.30648 billion.Delton Technology (Guangzhou) Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.30648 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 4,600,000 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,725,200 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,674,800 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Transaction Features: New Market Listing; Regulation S; Sponsor Backed OfferingNew Risk • Mar 03New 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 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change).Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥118, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 91% over the past year.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥95.51, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 57% over the past year.お知らせ • Dec 31Delton Technology (Guangzhou) Inc. to Report Fiscal Year 2025 Results on Mar 28, 2026Delton Technology (Guangzhou) Inc. announced that they will report fiscal year 2025 results on Mar 28, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.54 (vs CN¥0.41 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.54 (up from CN¥0.41 in 3Q 2024). Revenue: CN¥1.41b (up 45% from 3Q 2024). Net income: CN¥232.2m (up 34% from 3Q 2024). Profit margin: 17% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥81.79, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 74% over the past year.お知らせ • Sep 30Delton Technology (Guangzhou) Inc. to Report Q3, 2025 Results on Oct 28, 2025Delton Technology (Guangzhou) Inc. announced that they will report Q3, 2025 results on Oct 28, 2025Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥76.20, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 123% over the past year.Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: CN¥0.60 (vs CN¥0.41 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.60 (up from CN¥0.41 in 2Q 2024). Revenue: CN¥1.31b (up 42% from 2Q 2024). Net income: CN¥251.2m (up 44% from 2Q 2024). Profit margin: 19% (in line with 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.New Risk • Jul 17New 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 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥66.18, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 44% over the past year.お知らせ • Jul 02Delton Technology (Guangzhou) Inc. to Report First Half, 2025 Results on Aug 28, 2025Delton Technology (Guangzhou) Inc. announced that they will report first half, 2025 results on Aug 28, 2025Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥58.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 34% over the past year.お知らせ • May 27Delton Technology (Guangzhou) Inc. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2024, Payable on 30 May 2025Delton Technology (Guangzhou) Inc. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 4.8 for the year 2024, payable on 30 May 2025. Record date is 29 May 2025. Ex-date is 30 May 2025.Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: CN¥0.56 (vs CN¥0.38 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.56 (up from CN¥0.38 in 1Q 2024). Revenue: CN¥1.12b (up 42% from 1Q 2024). Net income: CN¥240.4m (up 66% from 1Q 2024). Profit margin: 22% (up from 19% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China.お知らせ • Apr 23Delton Technology (Guangzhou) Inc. Approves Cash Dividend for 2024Delton Technology (Guangzhou) Inc. at its Annual General Meeting held on 21 April 2025 approved cash dividend of CNY 4.80000000 per 10 shares (tax included) for 2024.New Risk • Apr 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.1% average weekly change).お知らせ • Apr 02Delton Technology (Guangzhou) Inc. Announces Profit Final Distribution for Year 2024Delton Technology (Guangzhou) Inc. announced on 01 April 2025 the profit distribution proposal for 2024 as follows: final Cash dividend/10 shares (tax included): CNY 4.80000000.お知らせ • Apr 01Delton Technology (Guangzhou) Inc., Annual General Meeting, Apr 21, 2025Delton Technology (Guangzhou) Inc., Annual General Meeting, Apr 21, 2025, at 15:00 China Standard Time. Location: No. 22, Baoying South Road, Guangzhou Free Trade Zone, Guangdong Chinaお知らせ • Mar 31Delton Technology (Guangzhou) Inc. to Report Q1, 2025 Results on Apr 30, 2025Delton Technology (Guangzhou) Inc. announced that they will report Q1, 2025 results on Apr 30, 2025New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.7% 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 Latest financial reports are more than 1 year old (reported December 2021 fiscal period end). High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change).お知らせ • Dec 31Delton Technology (Guangzhou) Inc. to Report Fiscal Year 2024 Results on Apr 01, 2025Delton Technology (Guangzhou) Inc. announced that they will report fiscal year 2024 results on Apr 01, 2025お知らせ • Sep 30Delton Technology (Guangzhou) Inc. to Report Q3, 2024 Results on Oct 30, 2024Delton Technology (Guangzhou) Inc. announced that they will report Q3, 2024 results on Oct 30, 2024お知らせ • Jun 29Delton Technology (Guangzhou) Inc. to Report First Half, 2024 Results on Aug 17, 2024Delton Technology (Guangzhou) Inc. announced that they will report first half, 2024 results on Aug 17, 2024お知らせ • Jun 26Delton Technology (Guangzhou) Inc. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2023, Payable on 01 July 2024Delton Technology (Guangzhou) Inc. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.50000000 for the year 2023, payable on 01 July 2024. Record date is 28 June 2024. Ex-date is 01 July 2024.お知らせ • Apr 30Delton Technology (Guangzhou) Inc., Annual General Meeting, May 20, 2024Delton Technology (Guangzhou) Inc., Annual General Meeting, May 20, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China株主還元001389CN ElectronicCN 市場7D-16.1%-5.8%0.09%1Y119.7%43.5%9.3%株主還元を見る業界別リターン: 001389過去 1 年間で43.5 % の収益を上げたCN Electronic業界を上回りました。リターン対市場: 001389過去 1 年間で9.3 % の収益を上げたCN市場を上回りました。価格変動Is 001389's price volatile compared to industry and market?001389 volatility001389 Average Weekly Movement12.6%Electronic Industry Average Movement10.3%Market Average Movement7.4%10% most volatile stocks in CN Market12.6%10% least volatile stocks in CN Market4.4%安定した株価: 001389の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 001389の weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20024,998Hong Zengwww.delton.com.cnデルトンテクノロジー（広州）有限公司は、中国国内外でプリント基板の研究開発、生産、販売を行っている。同社の製品は、データセンター、クラウドコンピューティング、産業用インターネット、人工知能、5G通信、自動車用電子機器、セキュリティ、印刷などの端末分野で使用されている。デルトンテクノロジー（広州）有限公司は2002年に設立され、中国の広州を拠点としている。もっと見るDelton Technology (Guangzhou) Inc. 基礎のまとめDelton Technology (Guangzhou) の収益と売上を時価総額と比較するとどうか。001389 基礎統計学時価総額CN¥63.88b収益（TTM）CN¥1.17b売上高(TTM)CN¥6.28b56.9xPER（株価収益率10.6xP/Sレシオ001389 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001389 損益計算書（TTM）収益CN¥6.28b売上原価CN¥4.15b売上総利益CN¥2.13bその他の費用CN¥960.28m収益CN¥1.17b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）2.47グロス・マージン33.88%純利益率18.59%有利子負債／自己資本比率10.4%001389 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.5%現在の配当利回り23%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2026/08/03 00:25終値2026/08/03 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Delton Technology (Guangzhou) Inc. 6 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。6 アナリスト機関Xuwen HuangCitigroup IncVincent LeiCLSAJiaying ZongEast Asia Qianhai Securities Co., Ltd3 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥167, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 156% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥272 per share.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥184, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 41x in the Electronic industry in China. Total returns to shareholders of 183% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥269 per share.
Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 68% to CN¥197. The fair value is estimated to be CN¥264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 29% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
お知らせ • Jun 30Delton Technology (Guangzhou) Inc. to Report First Half, 2026 Results on Aug 08, 2026Delton Technology (Guangzhou) Inc. announced that they will report first half, 2026 results on Aug 08, 2026
Major Estimate Revision • Jun 26Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥9.54b to CN¥9.74b. EPS estimate increased from CN¥3.94 to CN¥4.57 per share. Net income forecast to grow 103% next year vs 51% growth forecast for Electronic industry in China. Consensus price target up from CN¥218 to CN¥248. Share price rose 9.6% to CN¥221 over the past week.
Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 57% to CN¥174. The fair value is estimated to be CN¥218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥167, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 156% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥272 per share.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥184, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 41x in the Electronic industry in China. Total returns to shareholders of 183% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥269 per share.
Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 68% to CN¥197. The fair value is estimated to be CN¥264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 29% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
お知らせ • Jun 30Delton Technology (Guangzhou) Inc. to Report First Half, 2026 Results on Aug 08, 2026Delton Technology (Guangzhou) Inc. announced that they will report first half, 2026 results on Aug 08, 2026
Major Estimate Revision • Jun 26Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥9.54b to CN¥9.74b. EPS estimate increased from CN¥3.94 to CN¥4.57 per share. Net income forecast to grow 103% next year vs 51% growth forecast for Electronic industry in China. Consensus price target up from CN¥218 to CN¥248. Share price rose 9.6% to CN¥221 over the past week.
Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 57% to CN¥174. The fair value is estimated to be CN¥218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
お知らせ • May 27Delton Technology (Guangzhou) Inc., Annual General Meeting, Jun 18, 2026Delton Technology (Guangzhou) Inc., Annual General Meeting, Jun 18, 2026, at 15:00 China Standard Time. Location: No. 22, Baoying South Road, Guangzhou Free Trade Zone, Guangdong China
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥190, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 284% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥220 per share.
Buy Or Sell Opportunity • May 08Now 22% undervaluedOver the last 90 days, the stock has risen 74% to CN¥173. The fair value is estimated to be CN¥221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: CN¥0.93 (up from CN¥0.56 in 1Q 2025). Revenue: CN¥1.91b (up 71% from 1Q 2025). Net income: CN¥392.6m (up 63% from 1Q 2025). Profit margin: 21% (down from 22% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥133, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 187% over the past year.
New Risk • Apr 08New 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 10% 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 Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (40% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Mar 31Delton Technology (Guangzhou) Inc. to Report Q1, 2026 Results on Apr 30, 2026Delton Technology (Guangzhou) Inc. announced that they will report Q1, 2026 results on Apr 30, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥99.03, the stock trades at a trailing P/E ratio of 46.1x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 86% over the past year.
お知らせ • Mar 20Delton Technology (Guangzhou) Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.30648 billion.Delton Technology (Guangzhou) Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.30648 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 4,600,000 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,725,500 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,674,500 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Transaction Features: New Market Listing; Regulation S; Sponsor Backed Offering
お知らせ • Mar 12Delton Technology (Guangzhou) Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.30648 billion.Delton Technology (Guangzhou) Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.30648 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 4,600,000 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,725,200 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,674,800 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Transaction Features: New Market Listing; Regulation S; Sponsor Backed Offering
New Risk • Mar 03New 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 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change).
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥118, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 91% over the past year.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥95.51, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 57% over the past year.
お知らせ • Dec 31Delton Technology (Guangzhou) Inc. to Report Fiscal Year 2025 Results on Mar 28, 2026Delton Technology (Guangzhou) Inc. announced that they will report fiscal year 2025 results on Mar 28, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.54 (vs CN¥0.41 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.54 (up from CN¥0.41 in 3Q 2024). Revenue: CN¥1.41b (up 45% from 3Q 2024). Net income: CN¥232.2m (up 34% from 3Q 2024). Profit margin: 17% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥81.79, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 74% over the past year.
お知らせ • Sep 30Delton Technology (Guangzhou) Inc. to Report Q3, 2025 Results on Oct 28, 2025Delton Technology (Guangzhou) Inc. announced that they will report Q3, 2025 results on Oct 28, 2025
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥76.20, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 123% over the past year.
Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: CN¥0.60 (vs CN¥0.41 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.60 (up from CN¥0.41 in 2Q 2024). Revenue: CN¥1.31b (up 42% from 2Q 2024). Net income: CN¥251.2m (up 44% from 2Q 2024). Profit margin: 19% (in line with 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
New Risk • Jul 17New 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 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥66.18, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 44% over the past year.
お知らせ • Jul 02Delton Technology (Guangzhou) Inc. to Report First Half, 2025 Results on Aug 28, 2025Delton Technology (Guangzhou) Inc. announced that they will report first half, 2025 results on Aug 28, 2025
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥58.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 34% over the past year.
お知らせ • May 27Delton Technology (Guangzhou) Inc. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2024, Payable on 30 May 2025Delton Technology (Guangzhou) Inc. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 4.8 for the year 2024, payable on 30 May 2025. Record date is 29 May 2025. Ex-date is 30 May 2025.
Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: CN¥0.56 (vs CN¥0.38 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.56 (up from CN¥0.38 in 1Q 2024). Revenue: CN¥1.12b (up 42% from 1Q 2024). Net income: CN¥240.4m (up 66% from 1Q 2024). Profit margin: 22% (up from 19% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China.
お知らせ • Apr 23Delton Technology (Guangzhou) Inc. Approves Cash Dividend for 2024Delton Technology (Guangzhou) Inc. at its Annual General Meeting held on 21 April 2025 approved cash dividend of CNY 4.80000000 per 10 shares (tax included) for 2024.
New Risk • Apr 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.1% average weekly change).
お知らせ • Apr 02Delton Technology (Guangzhou) Inc. Announces Profit Final Distribution for Year 2024Delton Technology (Guangzhou) Inc. announced on 01 April 2025 the profit distribution proposal for 2024 as follows: final Cash dividend/10 shares (tax included): CNY 4.80000000.
お知らせ • Apr 01Delton Technology (Guangzhou) Inc., Annual General Meeting, Apr 21, 2025Delton Technology (Guangzhou) Inc., Annual General Meeting, Apr 21, 2025, at 15:00 China Standard Time. Location: No. 22, Baoying South Road, Guangzhou Free Trade Zone, Guangdong China
お知らせ • Mar 31Delton Technology (Guangzhou) Inc. to Report Q1, 2025 Results on Apr 30, 2025Delton Technology (Guangzhou) Inc. announced that they will report Q1, 2025 results on Apr 30, 2025
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.7% 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 Latest financial reports are more than 1 year old (reported December 2021 fiscal period end). High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change).
お知らせ • Dec 31Delton Technology (Guangzhou) Inc. to Report Fiscal Year 2024 Results on Apr 01, 2025Delton Technology (Guangzhou) Inc. announced that they will report fiscal year 2024 results on Apr 01, 2025
お知らせ • Sep 30Delton Technology (Guangzhou) Inc. to Report Q3, 2024 Results on Oct 30, 2024Delton Technology (Guangzhou) Inc. announced that they will report Q3, 2024 results on Oct 30, 2024
お知らせ • Jun 29Delton Technology (Guangzhou) Inc. to Report First Half, 2024 Results on Aug 17, 2024Delton Technology (Guangzhou) Inc. announced that they will report first half, 2024 results on Aug 17, 2024
お知らせ • Jun 26Delton Technology (Guangzhou) Inc. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2023, Payable on 01 July 2024Delton Technology (Guangzhou) Inc. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.50000000 for the year 2023, payable on 01 July 2024. Record date is 28 June 2024. Ex-date is 01 July 2024.
お知らせ • Apr 30Delton Technology (Guangzhou) Inc., Annual General Meeting, May 20, 2024Delton Technology (Guangzhou) Inc., Annual General Meeting, May 20, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China
