Shenzhen Aisidi（002416）株式概要Shenzhen Aisidi Co, Ltd.は、中国国内および国際的にデジタル配信および小売サービスを提供している。 詳細002416 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性5/6配当金3/6報酬株価収益率（ 39.5 x） CN市場（ 50.3 x）を下回っています。リスク分析過去5年間で収益は年間15.5%減少しました。 4.17%の配当は利益で十分にカバーされていない 利益率(0.6%)は昨年より低い(0.9%) すべてのリスクチェックを見る002416 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¥11.99155.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-91m98b2016201920222025202620282031Revenue CN¥35.1bEarnings CN¥227.5mAdvancedSet Fair ValueView all narrativesShenzhen Aisidi Co., Ltd. 競合他社ICkey (Shanghai) Internet and TechnologyLtdSymbol: SZSE:301563Market cap: CN¥11.1bWuhan P&S Information TechnologySymbol: SZSE:300184Market cap: CN¥16.9bNanjing Sunlord ElectronicsSymbol: SZSE:300975Market cap: CN¥15.6bShenzhen Best of Best HoldingsLtdSymbol: SZSE:001298Market cap: CN¥9.9b価格と性能株価の高値、安値、推移の概要Shenzhen Aisidi過去の株価現在の株価CN¥11.9952週高値CN¥14.5052週安値CN¥10.70ベータ0.501ヶ月の変化-11.51%3ヶ月変化-9.37%1年変化4.08%3年間の変化53.32%5年間の変化44.81%IPOからの変化-34.45%最新ニュースDeclared Dividend • 2hDividend of CN¥0.50 announcedDividend of CN¥0.50 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (165% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 17% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 83% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.Board Change • May 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Director Bin Lin was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 0.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (165% payout ratio). Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Apr 29Full year 2025 earnings released: EPS: CN¥0.30 (vs CN¥0.47 in FY 2024)Full year 2025 results: EPS: CN¥0.30 (down from CN¥0.47 in FY 2024). Revenue: CN¥55.2b (down 16% from FY 2024). Net income: CN¥374.4m (down 36% from FY 2024). Profit margin: 0.7% (down from 0.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Apr 28Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong Chinaお知らせ • Mar 31Shenzhen Aisidi Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026最新情報をもっと見るRecent updatesDeclared Dividend • 2hDividend of CN¥0.50 announcedDividend of CN¥0.50 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (165% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 17% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 83% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.Board Change • May 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Director Bin Lin was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 0.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (165% payout ratio). Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Apr 29Full year 2025 earnings released: EPS: CN¥0.30 (vs CN¥0.47 in FY 2024)Full year 2025 results: EPS: CN¥0.30 (down from CN¥0.47 in FY 2024). Revenue: CN¥55.2b (down 16% from FY 2024). Net income: CN¥374.4m (down 36% from FY 2024). Profit margin: 0.7% (down from 0.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Apr 28Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong Chinaお知らせ • Mar 31Shenzhen Aisidi Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026New Risk • Feb 08New major risk - Revenue and earnings growthEarnings have declined by 8.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.9% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (157% payout ratio).お知らせ • Dec 31Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Liangbiao Lv was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.093 (vs CN¥0.10 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.093 (down from CN¥0.10 in 3Q 2024). Revenue: CN¥14.0b (down 25% from 3Q 2024). Net income: CN¥115.6m (down 11% from 3Q 2024). Profit margin: 0.8% (up from 0.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Sep 30Shenzhen Aisidi Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025お知らせ • Jul 02Shenzhen Aisidi Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shenzhen Aisidi Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥13.22, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 67% over the past three years.New Risk • Jun 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (115% payout ratio). Large one-off items impacting financial results.Declared Dividend • May 22Dividend increased to CN¥0.50Dividend of CN¥0.50 is 25% higher than last year. Ex-date: 28th May 2025 Payment date: 28th May 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 17Shenzhen Aisidi Co., Ltd. Approves Cash Dividend for the Year 2024Shenzhen Aisidi Co., Ltd. at its Annual General Meeting of 2024 held on 13 May 2025, approved cash dividend of CNY 5.00000000 per 10 shares (tax included) for the year 2024.お知らせ • Apr 23Shenzhen Aisidi Co., Ltd. Proposes Final Cash Dividend for the Year 2024Shenzhen Aisidi Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 5.00000000 for the year 2024.Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: CN¥0.10 (vs CN¥0.14 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.10 (down from CN¥0.14 in 1Q 2024). Revenue: CN¥12.7b (down 41% from 1Q 2024). Net income: CN¥126.1m (down 25% from 1Q 2024). Profit margin: 1.0% (up from 0.8% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Apr 22Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 13, 2025Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 13, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong ChinaBuy Or Sell Opportunity • Apr 10Now 20% overvaluedOver the last 90 days, the stock has fallen 7.6% to CN¥11.59. The fair value is estimated to be CN¥9.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.お知らせ • Mar 31Shenzhen Aisidi Co., Ltd. to Report Q1, 2025 Results on Apr 22, 2025Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025分析記事 • Mar 27Shenzhen Aisidi Co., Ltd.'s (SZSE:002416) Price Is Right But Growth Is LackingWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 39x, you may consider...分析記事 • Feb 26Is There Now An Opportunity In Shenzhen Aisidi Co., Ltd. (SZSE:002416)?While Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ) might not have the largest market cap around , it saw a decent share...分析記事 • Feb 03Shenzhen Aisidi Co., Ltd.'s (SZSE:002416) Intrinsic Value Is Potentially 21% Below Its Share PriceKey Insights The projected fair value for Shenzhen Aisidi is CN¥9.99 based on 2 Stage Free Cash Flow to Equity Shenzhen...分析記事 • Jan 06These 4 Measures Indicate That Shenzhen Aisidi (SZSE:002416) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Jan 03New 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 12% 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 Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Dec 31Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥16.27, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.32 per share.分析記事 • Dec 06Shenzhen Aisidi Co., Ltd. (SZSE:002416) Not Doing Enough For Some Investors As Its Shares Slump 29%Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ) shares have retraced a considerable 29% in the last month, reversing a fair...Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥14.99, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.29 per share.分析記事 • Nov 17Should You Investigate Shenzhen Aisidi Co., Ltd. (SZSE:002416) At CN¥14.99?Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ), might not be a large cap stock, but it received a lot of attention from a...New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results.分析記事 • Nov 01Shenzhen Aisidi's (SZSE:002416) Profits Appear To Have Quality IssuesThe recent earnings posted by Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ) were solid, but the stock didn't move as much...Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 37%After last week's 37% share price gain to CN¥14.62, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.15 per share.Buy Or Sell Opportunity • Oct 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to CN¥12.08. The fair value is estimated to be CN¥9.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.New Risk • Oct 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.16 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.16 in 3Q 2023). Revenue: CN¥18.6b (down 19% from 3Q 2023). Net income: CN¥129.5m (down 35% from 3Q 2023). Profit margin: 0.7% (down from 0.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Oct 23There's Been No Shortage Of Growth Recently For Shenzhen Aisidi's (SZSE:002416) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...お知らせ • Sep 30Shenzhen Aisidi Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥11.10, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.78 per share.分析記事 • Sep 25These 4 Measures Indicate That Shenzhen Aisidi (SZSE:002416) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Sep 11Are Investors Undervaluing Shenzhen Aisidi Co., Ltd. (SZSE:002416) By 44%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Shenzhen Aisidi fair value estimate is CN¥16.72 Shenzhen...Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.12 in 2Q 2023). Revenue: CN¥17.2b (down 20% from 2Q 2023). Net income: CN¥227.6m (up 58% from 2Q 2023). Profit margin: 1.3% (up from 0.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥9.86, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 11% over the past three years.分析記事 • Jul 19Shenzhen Aisidi (SZSE:002416) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Jul 04There Is A Reason Shenzhen Aisidi Co., Ltd.'s (SZSE:002416) Price Is UndemandingShenzhen Aisidi Co., Ltd.'s ( SZSE:002416 ) price-to-earnings (or "P/E") ratio of 17x might make it look like a buy...お知らせ • Jun 29Shenzhen Aisidi Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Shenzhen Aisidi Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024分析記事 • May 26Shenzhen Aisidi (SZSE:002416) Has Announced That Its Dividend Will Be Reduced To CN¥0.40Shenzhen Aisidi Co., Ltd.'s ( SZSE:002416 ) dividend is being reduced from last year's payment covering the same period...Declared Dividend • May 25Dividend reduced to CN¥0.40Dividend of CN¥0.40 is 20% lower than last year. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 25Shenzhen Aisidi Co.,Ltd. Proposes Final Cash Dividend on A Shares for the Year 2023, Payable on May 30, 2024Shenzhen Aisidi CO.,LTD. Proposed final cash dividend/10 shares (tax included) on A shares of CNY 4.00000000 for the year 2023. Record date is May 29, 2024. Ex-date is May 30, 2024. Payment date is May 30, 2024. Net cash dividend/10 shares after tax: CNY 3.60000000 (CNY 4.00000000- CNY 0.40000000).分析記事 • May 02Shenzhen Aisidi's (SZSE:002416) Soft Earnings Don't Show The Whole PictureThe market for Shenzhen Aisidi Co., Ltd.'s ( SZSE:002416 ) shares didn't move much after it posted weak earnings...お知らせ • May 01Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 21, 2024Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong Chinaお知らせ • Apr 27Shenzhen Aisidi Co., Ltd. Proposes Final Cash Dividend (Tax Included) for 2023Shenzhen Aisidi Co., Ltd. proposed final cash dividend (tax included) for 2023 of CNY 4.00000000 per 10 shares.分析記事 • Apr 23Is It Time To Consider Buying Shenzhen Aisidi Co., Ltd. (SZSE:002416)?While Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ) might not have the largest market cap around , it received a lot of...お知らせ • Mar 30Shenzhen Aisidi Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥12.19, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.00 per share.分析記事 • Mar 20A Piece Of The Puzzle Missing From Shenzhen Aisidi Co., Ltd.'s (SZSE:002416) 25% Share Price ClimbShenzhen Aisidi Co., Ltd. ( SZSE:002416 ) shareholders have had their patience rewarded with a 25% share price jump in...Buy Or Sell Opportunity • Mar 20Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to CN¥11.40. The fair value is estimated to be CN¥9.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.分析記事 • Feb 29Shenzhen Aisidi's (SZSE:002416) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...お知らせ • Dec 30Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2023 Results on Apr 02, 2024Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2023 results on Apr 02, 2024Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.18 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.16 (down from CN¥0.18 in 3Q 2022). Revenue: CN¥22.9b (up 4.7% from 3Q 2022). Net income: CN¥197.7m (down 11% from 3Q 2022). Profit margin: 0.9% (down from 1.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.お知らせ • Sep 30Shenzhen Aisidi Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.17 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.17 in 2Q 2022). Revenue: CN¥21.5b (down 2.0% from 2Q 2022). Net income: CN¥144.4m (down 30% from 2Q 2022). Profit margin: 0.7% (down from 0.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jul 01Shenzhen Aisidi Co., Ltd. to Report First Half, 2023 Results on Aug 22, 2023Shenzhen Aisidi Co., Ltd. announced that they will report first half, 2023 results on Aug 22, 2023お知らせ • May 12Shenzhen Aisidi CO.,LTD. Announces Final Dividend on A Shares for the Year 2022, Payable on May 19, 2023Shenzhen Aisidi CO.,LTD. announced final cash dividend/10 shares (tax included) of CNY 5.00000000 on A shares for the year 2022. Record date is May 18, 2023. Ex-date is May 19, 2023. Payment date is May 19, 2023.Reported Earnings • Apr 18Full year 2022 earnings released: EPS: CN¥0.59 (vs CN¥0.74 in FY 2021)Full year 2022 results: EPS: CN¥0.59 (down from CN¥0.74 in FY 2021). Revenue: CN¥91.4b (down 3.9% from FY 2021). Net income: CN¥730.3m (down 21% from FY 2021). Profit margin: 0.8% (down from 1.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.36 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.18 (down from CN¥0.36 in 3Q 2021). Revenue: CN¥21.9b (down 16% from 3Q 2021). Net income: CN¥223.0m (down 50% from 3Q 2021). Profit margin: 1.0% (down from 1.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 20Shenzhen Aisidi Co.,Ltd. Approves Executive AppointmentsShenzhen Aisidi CO.,LTD. at its Extraordinary General Meeting held on October 18, 2022 approved the election of Lv Liangbiao and Ge Jun as Independent Directors. The company also approved the election of Zhang Yao and Tao Keping as Non-Employee Supervisors.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.12 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.12 in 2Q 2021). Revenue: CN¥22.0b (up 20% from 2Q 2021). Net income: CN¥207.5m (up 41% from 2Q 2021). Profit margin: 0.9% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥10.51, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 116% over the past three years.Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥9.46, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 102% over the past three years.Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.13 in 1Q 2021). Revenue: CN¥24.0b (up 15% from 1Q 2021). Net income: CN¥200.5m (up 28% from 1Q 2021). Profit margin: 0.8% (in line with 1Q 2021). Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 20%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 23Shenzhen Aisidi CO.,LTD. Proposes Cash Dividend on A Shares for the Year 2021, Payable on April 29, 2022Shenzhen Aisidi CO.,LTD. proposed cash dividend per ten shares (tax included) on A shares of CNY 4.50000000 for the year 2021, payable on April 29, 2022. Record date to be April 28, 2022. Ex-date to be April 29, 2022.お知らせ • Apr 21Shenzhen Aisidi CO.,LTD. Approves Final Cash Dividend for the Year 2021Shenzhen Aisidi CO.,LTD. approved final cash dividend of CNY 4.50000000 per 10 shares (tax included) for the year 2021 at its Annual General Meeting of 2021 held on 19 April 2022.Reported Earnings • Mar 30Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.74 (up from CN¥0.56 in FY 2020). Revenue: CN¥95.2b (up 48% from FY 2020). Net income: CN¥922.1m (up 32% from FY 2020). Profit margin: 1.0% (in line with FY 2020). Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the next year, revenue is expected to shrink by 3.6% compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 30Shenzhen Aisidi CO.,LTD. Proposes Final Cash Dividend for the Year 2021Shenzhen Aisidi CO.,LTD. proposed final cash dividend/10 shares (tax included) of CNY 4.50000000 for the year 2021.Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥13.62, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 153% over the past three years.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.36 (vs CN¥0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥26.1b (up 53% from 3Q 2020). Net income: CN¥443.5m (up 141% from 3Q 2020). Profit margin: 1.7% (up from 1.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 25Gongqingcheng Shahe Tonglu Investment Partnership (Limited Partnership) entered into an equity transfer agreement to acquire 6% stake in Shenzhen No. 1 Machine Technology Co., Ltd., from Shenzhen Aisidi Co., Ltd. (SZSE:002416) for CNY 34.3 million.Gongqingcheng Shahe Tonglu Investment Partnership (Limited Partnership) entered into an equity transfer agreement to acquire 6% stake in Shenzhen No. 1 Machine Technology Co., Ltd., from Shenzhen Aisidi Co., Ltd. (SZSE:002416) for CNY 34.3 million on August 23, 2021. Gongqingcheng Shahe Tonglu Investment Partnership (Limited Partnership) shall pay the transfer price to Shenzhen Aisidi Co., Ltd., in one lump sum within 10 days from the effective date of the equity transfer agreement. The source of funds for the transferred equity is the own funds invested by the partners of Gongqingcheng Shahe Tonglu Investment Partnership (Limited Partnership) and legal self-raised funds. As a result of the transaction, stake of Shenzhen Aisidi Co., Ltd., in No Shenzhen No. 1 Machine Technology Co., Ltd., will decrease from 55% to 49%. For the period ended June 30, 2021, Shenzhen No. 1 Machine Technology Co., Ltd., had total assets of CNY 395.2 million, net assets of CNY 75.63 million, operating income of CNY 1.4 billion, operating profit of CNY 82.9 million and net profit attributable to parent of CNY 59.43 million. The transaction needs to be submitted to the shareholders’ meeting of Shenzhen Aisidi Co., Ltd., for approval. The transaction has been approved in the 18th (regular) meeting of the 5th Board of Directors and the 19th (regular) meeting of the 5th Board of Supervisors, held on August 23, 2021. Within 10 days after the equity transfer agreement becomes effective, No Shenzhen No. 1 Machine Technology Co., Ltd., applies to the industrial and commercial registration authority for the equity transfer.Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.13 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥18.4b (up 21% from 2Q 2020). Net income: CN¥147.1m (down 11% from 2Q 2020). Profit margin: 0.8% (down from 1.1% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥9.21, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 79% over the past three years.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥11.63, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 128% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥9.73, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 36x in the Electronic industry in China. Total returns to shareholders of 81% over the past three years.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥9.18, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 34x in the Electronic industry in China. Total returns to shareholders of 43% over the past three years.お知らせ • May 13Shenzhen Aisidi Co., Ltd. Implements 2020 Profit Distribution Plan( A Shares), Payment Date of 20 May 2021Shenzhen Aisidi Co., Ltd. implemented 2020 profit distribution plan(A shares) of Cash dividend/10 shares (tax included) CNY 4.000000000. Record date is 19 May 2021. Ex-date is 20 May 2021. Payment date is 20 May 2021.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.10 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥20.9b (up 76% from 1Q 2020). Net income: CN¥157.2m (up 21% from 1Q 2020). Profit margin: 0.8% (down from 1.1% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 06Full year 2020 earnings released: EPS CN¥0.56 (vs CN¥0.28 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥64.2b (up 15% from FY 2019). Net income: CN¥700.5m (up 104% from FY 2019). Profit margin: 1.1% (up from 0.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥8.25, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 29% over the past three years.お知らせ • Feb 24Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2020 Results on Apr 06, 2021Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2020 results on Apr 06, 2021Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥10.11, the stock is trading at a trailing P/E ratio of 24.2x, up from the previous P/E ratio of 19.9x. This compares to an average P/E of 41x in the Electronic industry in China. Total returns to shareholders over the past three years are 45%.Is New 90 Day High Low • Jan 14New 90-day high: CN¥10.11The company is up 11% from its price of CN¥9.10 on 16 October 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥8.75, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 17.9x. This compares to an average P/E of 40x in the Electronic industry in China. Total returns to shareholders over the past three years are 23%.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥8.62, the stock is trading at a trailing P/E ratio of 20.6x, up from the previous P/E ratio of 17.7x. This compares to an average P/E of 43x in the Electronic industry in China. Total returns to shareholders over the past three years are 18%.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥7.34, the stock is trading at a trailing P/E ratio of 17.6x, down from the previous P/E ratio of 21.3x. This compares to an average P/E of 41x in the Electronic industry in China. Total returns to shareholders over the past three years are 1.8%.Is New 90 Day High Low • Dec 28New 90-day low: CN¥7.34The company is down 10.0% from its price of CN¥8.12 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 4.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day low: CN¥8.05The company is down 20% from its price of CN¥10.01 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 1.0% over the same period.お知らせ • Oct 20Shenzhen Aisidi Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 17% share price gain to CN¥9.57, the stock is trading at a trailing P/E ratio of 25.4x, up from the previous P/E ratio of 21.7x. This compares to an average P/E of 49x in the Electronic industry in China. Total returns to shareholders over the past three years are 11%.株主還元002416CN ElectronicCN 市場7D-4.0%5.8%-0.04%1Y4.1%121.8%34.9%株主還元を見る業界別リターン: 002416過去 1 年間で121.8 % 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: 002416は、過去 1 年間で34.9 % のリターンを上げたCN市場を下回りました。価格変動Is 002416's price volatile compared to industry and market?002416 volatility002416 Average Weekly Movement5.1%Electronic Industry Average Movement7.7%Market Average Movement6.4%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 002416 、 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: 002416の 週次ボラティリティ ( 5% ) 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19984,243Youmeng Zhouwww.aisidi.comShenzhen Aisidi Co., Ltd.は、中国国内外でデジタル配信と小売サービスを提供している。同社はデジタル流通、デジタル小売の分野で事業を展開している。国内携帯電話の流通サービス、3Cデジタル、FMCG流通、サプライチェーンサービス、小売店、電子噴霧器小売、Eコマース事業、通信、付加価値サービスなどに従事している。Shenzhen Aisidi Co., Ltd.は1998年に設立され、中国深センに本社を置いている。もっと見るShenzhen Aisidi Co., Ltd. 基礎のまとめShenzhen Aisidi の収益と売上を時価総額と比較するとどうか。002416 基礎統計学時価総額CN¥14.86b収益（TTM）CN¥376.23m売上高(TTM)CN¥57.96b39.5xPER（株価収益率0.3xP/Sレシオ002416 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002416 損益計算書（TTM）収益CN¥57.96b売上原価CN¥55.03b売上総利益CN¥2.93bその他の費用CN¥2.55b収益CN¥376.23m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.30グロス・マージン5.05%純利益率0.65%有利子負債／自己資本比率39.5%002416 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4.2%現在の配当利回り165%配当性向002416 配当は確実ですか？002416 配当履歴とベンチマークを見る002416 、いつまでに購入すれば配当金を受け取れますか？Shenzhen Aisidi 配当日配当落ち日May 28 2026配当支払日May 28 2026配当落ちまでの日数4 days配当支払日までの日数4 days002416 配当は確実ですか？002416 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 23:21終値2026/05/22 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Shenzhen Aisidi 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。7 アナリスト機関Andy LiuChina Stock Investment Research Co. Ltd. (GZ500..com)Jianguo GuEverbright Securities Co. Ltd.Cheng ChengGuosen Securities Co., Ltd.4 その他のアナリストを表示
Declared Dividend • 2hDividend of CN¥0.50 announcedDividend of CN¥0.50 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (165% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 17% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 83% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.
Board Change • May 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Director Bin Lin was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 0.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (165% payout ratio). Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Apr 29Full year 2025 earnings released: EPS: CN¥0.30 (vs CN¥0.47 in FY 2024)Full year 2025 results: EPS: CN¥0.30 (down from CN¥0.47 in FY 2024). Revenue: CN¥55.2b (down 16% from FY 2024). Net income: CN¥374.4m (down 36% from FY 2024). Profit margin: 0.7% (down from 0.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Apr 28Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
お知らせ • Mar 31Shenzhen Aisidi Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
Declared Dividend • 2hDividend of CN¥0.50 announcedDividend of CN¥0.50 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (165% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 17% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 83% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.
Board Change • May 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Director Bin Lin was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 0.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (165% payout ratio). Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Apr 29Full year 2025 earnings released: EPS: CN¥0.30 (vs CN¥0.47 in FY 2024)Full year 2025 results: EPS: CN¥0.30 (down from CN¥0.47 in FY 2024). Revenue: CN¥55.2b (down 16% from FY 2024). Net income: CN¥374.4m (down 36% from FY 2024). Profit margin: 0.7% (down from 0.9% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Apr 28Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
お知らせ • Mar 31Shenzhen Aisidi Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
New Risk • Feb 08New major risk - Revenue and earnings growthEarnings have declined by 8.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.9% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (157% payout ratio).
お知らせ • Dec 31Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Liangbiao Lv was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.093 (vs CN¥0.10 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.093 (down from CN¥0.10 in 3Q 2024). Revenue: CN¥14.0b (down 25% from 3Q 2024). Net income: CN¥115.6m (down 11% from 3Q 2024). Profit margin: 0.8% (up from 0.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Shenzhen Aisidi Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025
お知らせ • Jul 02Shenzhen Aisidi Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shenzhen Aisidi Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥13.22, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 67% over the past three years.
New Risk • Jun 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (115% payout ratio). Large one-off items impacting financial results.
Declared Dividend • May 22Dividend increased to CN¥0.50Dividend of CN¥0.50 is 25% higher than last year. Ex-date: 28th May 2025 Payment date: 28th May 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 17Shenzhen Aisidi Co., Ltd. Approves Cash Dividend for the Year 2024Shenzhen Aisidi Co., Ltd. at its Annual General Meeting of 2024 held on 13 May 2025, approved cash dividend of CNY 5.00000000 per 10 shares (tax included) for the year 2024.
お知らせ • Apr 23Shenzhen Aisidi Co., Ltd. Proposes Final Cash Dividend for the Year 2024Shenzhen Aisidi Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 5.00000000 for the year 2024.
Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: CN¥0.10 (vs CN¥0.14 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.10 (down from CN¥0.14 in 1Q 2024). Revenue: CN¥12.7b (down 41% from 1Q 2024). Net income: CN¥126.1m (down 25% from 1Q 2024). Profit margin: 1.0% (up from 0.8% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Apr 22Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 13, 2025Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 13, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
Buy Or Sell Opportunity • Apr 10Now 20% overvaluedOver the last 90 days, the stock has fallen 7.6% to CN¥11.59. The fair value is estimated to be CN¥9.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
お知らせ • Mar 31Shenzhen Aisidi Co., Ltd. to Report Q1, 2025 Results on Apr 22, 2025Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025
分析記事 • Mar 27Shenzhen Aisidi Co., Ltd.'s (SZSE:002416) Price Is Right But Growth Is LackingWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 39x, you may consider...
分析記事 • Feb 26Is There Now An Opportunity In Shenzhen Aisidi Co., Ltd. (SZSE:002416)?While Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ) might not have the largest market cap around , it saw a decent share...
分析記事 • Feb 03Shenzhen Aisidi Co., Ltd.'s (SZSE:002416) Intrinsic Value Is Potentially 21% Below Its Share PriceKey Insights The projected fair value for Shenzhen Aisidi is CN¥9.99 based on 2 Stage Free Cash Flow to Equity Shenzhen...
分析記事 • Jan 06These 4 Measures Indicate That Shenzhen Aisidi (SZSE:002416) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Jan 03New 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 12% 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 Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Dec 31Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥16.27, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.32 per share.
分析記事 • Dec 06Shenzhen Aisidi Co., Ltd. (SZSE:002416) Not Doing Enough For Some Investors As Its Shares Slump 29%Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ) shares have retraced a considerable 29% in the last month, reversing a fair...
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥14.99, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.29 per share.
分析記事 • Nov 17Should You Investigate Shenzhen Aisidi Co., Ltd. (SZSE:002416) At CN¥14.99?Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ), might not be a large cap stock, but it received a lot of attention from a...
New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results.
分析記事 • Nov 01Shenzhen Aisidi's (SZSE:002416) Profits Appear To Have Quality IssuesThe recent earnings posted by Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ) were solid, but the stock didn't move as much...
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 37%After last week's 37% share price gain to CN¥14.62, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.15 per share.
Buy Or Sell Opportunity • Oct 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to CN¥12.08. The fair value is estimated to be CN¥9.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
New Risk • Oct 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.16 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.16 in 3Q 2023). Revenue: CN¥18.6b (down 19% from 3Q 2023). Net income: CN¥129.5m (down 35% from 3Q 2023). Profit margin: 0.7% (down from 0.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 23There's Been No Shortage Of Growth Recently For Shenzhen Aisidi's (SZSE:002416) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
お知らせ • Sep 30Shenzhen Aisidi Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥11.10, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.78 per share.
分析記事 • Sep 25These 4 Measures Indicate That Shenzhen Aisidi (SZSE:002416) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Sep 11Are Investors Undervaluing Shenzhen Aisidi Co., Ltd. (SZSE:002416) By 44%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Shenzhen Aisidi fair value estimate is CN¥16.72 Shenzhen...
Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.12 in 2Q 2023). Revenue: CN¥17.2b (down 20% from 2Q 2023). Net income: CN¥227.6m (up 58% from 2Q 2023). Profit margin: 1.3% (up from 0.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥9.86, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 11% over the past three years.
分析記事 • Jul 19Shenzhen Aisidi (SZSE:002416) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Jul 04There Is A Reason Shenzhen Aisidi Co., Ltd.'s (SZSE:002416) Price Is UndemandingShenzhen Aisidi Co., Ltd.'s ( SZSE:002416 ) price-to-earnings (or "P/E") ratio of 17x might make it look like a buy...
お知らせ • Jun 29Shenzhen Aisidi Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Shenzhen Aisidi Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
分析記事 • May 26Shenzhen Aisidi (SZSE:002416) Has Announced That Its Dividend Will Be Reduced To CN¥0.40Shenzhen Aisidi Co., Ltd.'s ( SZSE:002416 ) dividend is being reduced from last year's payment covering the same period...
Declared Dividend • May 25Dividend reduced to CN¥0.40Dividend of CN¥0.40 is 20% lower than last year. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 25Shenzhen Aisidi Co.,Ltd. Proposes Final Cash Dividend on A Shares for the Year 2023, Payable on May 30, 2024Shenzhen Aisidi CO.,LTD. Proposed final cash dividend/10 shares (tax included) on A shares of CNY 4.00000000 for the year 2023. Record date is May 29, 2024. Ex-date is May 30, 2024. Payment date is May 30, 2024. Net cash dividend/10 shares after tax: CNY 3.60000000 (CNY 4.00000000- CNY 0.40000000).
分析記事 • May 02Shenzhen Aisidi's (SZSE:002416) Soft Earnings Don't Show The Whole PictureThe market for Shenzhen Aisidi Co., Ltd.'s ( SZSE:002416 ) shares didn't move much after it posted weak earnings...
お知らせ • May 01Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 21, 2024Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
お知らせ • Apr 27Shenzhen Aisidi Co., Ltd. Proposes Final Cash Dividend (Tax Included) for 2023Shenzhen Aisidi Co., Ltd. proposed final cash dividend (tax included) for 2023 of CNY 4.00000000 per 10 shares.
分析記事 • Apr 23Is It Time To Consider Buying Shenzhen Aisidi Co., Ltd. (SZSE:002416)?While Shenzhen Aisidi Co., Ltd. ( SZSE:002416 ) might not have the largest market cap around , it received a lot of...
お知らせ • Mar 30Shenzhen Aisidi Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥12.19, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.00 per share.
分析記事 • Mar 20A Piece Of The Puzzle Missing From Shenzhen Aisidi Co., Ltd.'s (SZSE:002416) 25% Share Price ClimbShenzhen Aisidi Co., Ltd. ( SZSE:002416 ) shareholders have had their patience rewarded with a 25% share price jump in...
Buy Or Sell Opportunity • Mar 20Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to CN¥11.40. The fair value is estimated to be CN¥9.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
分析記事 • Feb 29Shenzhen Aisidi's (SZSE:002416) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
お知らせ • Dec 30Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2023 Results on Apr 02, 2024Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2023 results on Apr 02, 2024
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.18 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.16 (down from CN¥0.18 in 3Q 2022). Revenue: CN¥22.9b (up 4.7% from 3Q 2022). Net income: CN¥197.7m (down 11% from 3Q 2022). Profit margin: 0.9% (down from 1.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
お知らせ • Sep 30Shenzhen Aisidi Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.17 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.17 in 2Q 2022). Revenue: CN¥21.5b (down 2.0% from 2Q 2022). Net income: CN¥144.4m (down 30% from 2Q 2022). Profit margin: 0.7% (down from 0.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jul 01Shenzhen Aisidi Co., Ltd. to Report First Half, 2023 Results on Aug 22, 2023Shenzhen Aisidi Co., Ltd. announced that they will report first half, 2023 results on Aug 22, 2023
お知らせ • May 12Shenzhen Aisidi CO.,LTD. Announces Final Dividend on A Shares for the Year 2022, Payable on May 19, 2023Shenzhen Aisidi CO.,LTD. announced final cash dividend/10 shares (tax included) of CNY 5.00000000 on A shares for the year 2022. Record date is May 18, 2023. Ex-date is May 19, 2023. Payment date is May 19, 2023.
Reported Earnings • Apr 18Full year 2022 earnings released: EPS: CN¥0.59 (vs CN¥0.74 in FY 2021)Full year 2022 results: EPS: CN¥0.59 (down from CN¥0.74 in FY 2021). Revenue: CN¥91.4b (down 3.9% from FY 2021). Net income: CN¥730.3m (down 21% from FY 2021). Profit margin: 0.8% (down from 1.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.36 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.18 (down from CN¥0.36 in 3Q 2021). Revenue: CN¥21.9b (down 16% from 3Q 2021). Net income: CN¥223.0m (down 50% from 3Q 2021). Profit margin: 1.0% (down from 1.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 20Shenzhen Aisidi Co.,Ltd. Approves Executive AppointmentsShenzhen Aisidi CO.,LTD. at its Extraordinary General Meeting held on October 18, 2022 approved the election of Lv Liangbiao and Ge Jun as Independent Directors. The company also approved the election of Zhang Yao and Tao Keping as Non-Employee Supervisors.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.12 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.12 in 2Q 2021). Revenue: CN¥22.0b (up 20% from 2Q 2021). Net income: CN¥207.5m (up 41% from 2Q 2021). Profit margin: 0.9% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥10.51, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 116% over the past three years.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥9.46, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 102% over the past three years.
Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.13 in 1Q 2021). Revenue: CN¥24.0b (up 15% from 1Q 2021). Net income: CN¥200.5m (up 28% from 1Q 2021). Profit margin: 0.8% (in line with 1Q 2021). Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 20%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 23Shenzhen Aisidi CO.,LTD. Proposes Cash Dividend on A Shares for the Year 2021, Payable on April 29, 2022Shenzhen Aisidi CO.,LTD. proposed cash dividend per ten shares (tax included) on A shares of CNY 4.50000000 for the year 2021, payable on April 29, 2022. Record date to be April 28, 2022. Ex-date to be April 29, 2022.
お知らせ • Apr 21Shenzhen Aisidi CO.,LTD. Approves Final Cash Dividend for the Year 2021Shenzhen Aisidi CO.,LTD. approved final cash dividend of CNY 4.50000000 per 10 shares (tax included) for the year 2021 at its Annual General Meeting of 2021 held on 19 April 2022.
Reported Earnings • Mar 30Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.74 (up from CN¥0.56 in FY 2020). Revenue: CN¥95.2b (up 48% from FY 2020). Net income: CN¥922.1m (up 32% from FY 2020). Profit margin: 1.0% (in line with FY 2020). Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the next year, revenue is expected to shrink by 3.6% compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 30Shenzhen Aisidi CO.,LTD. Proposes Final Cash Dividend for the Year 2021Shenzhen Aisidi CO.,LTD. proposed final cash dividend/10 shares (tax included) of CNY 4.50000000 for the year 2021.
Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥13.62, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 153% over the past three years.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.36 (vs CN¥0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥26.1b (up 53% from 3Q 2020). Net income: CN¥443.5m (up 141% from 3Q 2020). Profit margin: 1.7% (up from 1.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 25Gongqingcheng Shahe Tonglu Investment Partnership (Limited Partnership) entered into an equity transfer agreement to acquire 6% stake in Shenzhen No. 1 Machine Technology Co., Ltd., from Shenzhen Aisidi Co., Ltd. (SZSE:002416) for CNY 34.3 million.Gongqingcheng Shahe Tonglu Investment Partnership (Limited Partnership) entered into an equity transfer agreement to acquire 6% stake in Shenzhen No. 1 Machine Technology Co., Ltd., from Shenzhen Aisidi Co., Ltd. (SZSE:002416) for CNY 34.3 million on August 23, 2021. Gongqingcheng Shahe Tonglu Investment Partnership (Limited Partnership) shall pay the transfer price to Shenzhen Aisidi Co., Ltd., in one lump sum within 10 days from the effective date of the equity transfer agreement. The source of funds for the transferred equity is the own funds invested by the partners of Gongqingcheng Shahe Tonglu Investment Partnership (Limited Partnership) and legal self-raised funds. As a result of the transaction, stake of Shenzhen Aisidi Co., Ltd., in No Shenzhen No. 1 Machine Technology Co., Ltd., will decrease from 55% to 49%. For the period ended June 30, 2021, Shenzhen No. 1 Machine Technology Co., Ltd., had total assets of CNY 395.2 million, net assets of CNY 75.63 million, operating income of CNY 1.4 billion, operating profit of CNY 82.9 million and net profit attributable to parent of CNY 59.43 million. The transaction needs to be submitted to the shareholders’ meeting of Shenzhen Aisidi Co., Ltd., for approval. The transaction has been approved in the 18th (regular) meeting of the 5th Board of Directors and the 19th (regular) meeting of the 5th Board of Supervisors, held on August 23, 2021. Within 10 days after the equity transfer agreement becomes effective, No Shenzhen No. 1 Machine Technology Co., Ltd., applies to the industrial and commercial registration authority for the equity transfer.
Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.13 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥18.4b (up 21% from 2Q 2020). Net income: CN¥147.1m (down 11% from 2Q 2020). Profit margin: 0.8% (down from 1.1% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥9.21, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 79% over the past three years.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥11.63, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 128% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥9.73, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 36x in the Electronic industry in China. Total returns to shareholders of 81% over the past three years.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥9.18, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 34x in the Electronic industry in China. Total returns to shareholders of 43% over the past three years.
お知らせ • May 13Shenzhen Aisidi Co., Ltd. Implements 2020 Profit Distribution Plan( A Shares), Payment Date of 20 May 2021Shenzhen Aisidi Co., Ltd. implemented 2020 profit distribution plan(A shares) of Cash dividend/10 shares (tax included) CNY 4.000000000. Record date is 19 May 2021. Ex-date is 20 May 2021. Payment date is 20 May 2021.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.10 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥20.9b (up 76% from 1Q 2020). Net income: CN¥157.2m (up 21% from 1Q 2020). Profit margin: 0.8% (down from 1.1% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 06Full year 2020 earnings released: EPS CN¥0.56 (vs CN¥0.28 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥64.2b (up 15% from FY 2019). Net income: CN¥700.5m (up 104% from FY 2019). Profit margin: 1.1% (up from 0.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥8.25, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 29% over the past three years.
お知らせ • Feb 24Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2020 Results on Apr 06, 2021Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2020 results on Apr 06, 2021
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥10.11, the stock is trading at a trailing P/E ratio of 24.2x, up from the previous P/E ratio of 19.9x. This compares to an average P/E of 41x in the Electronic industry in China. Total returns to shareholders over the past three years are 45%.
Is New 90 Day High Low • Jan 14New 90-day high: CN¥10.11The company is up 11% from its price of CN¥9.10 on 16 October 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥8.75, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 17.9x. This compares to an average P/E of 40x in the Electronic industry in China. Total returns to shareholders over the past three years are 23%.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥8.62, the stock is trading at a trailing P/E ratio of 20.6x, up from the previous P/E ratio of 17.7x. This compares to an average P/E of 43x in the Electronic industry in China. Total returns to shareholders over the past three years are 18%.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥7.34, the stock is trading at a trailing P/E ratio of 17.6x, down from the previous P/E ratio of 21.3x. This compares to an average P/E of 41x in the Electronic industry in China. Total returns to shareholders over the past three years are 1.8%.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥7.34The company is down 10.0% from its price of CN¥8.12 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day low: CN¥8.05The company is down 20% from its price of CN¥10.01 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 1.0% over the same period.
お知らせ • Oct 20Shenzhen Aisidi Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020
Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 17% share price gain to CN¥9.57, the stock is trading at a trailing P/E ratio of 25.4x, up from the previous P/E ratio of 21.7x. This compares to an average P/E of 49x in the Electronic industry in China. Total returns to shareholders over the past three years are 11%.
