Guangdong Shenglu Telecommunication Tech（002446）株式概要広東盛魯通信技術有限公司 詳細002446 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金0/6報酬今年は黒字化を達成 リスク分析財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る002446 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,827 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 NarrativeBLINRODA479,827 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥9.2246.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-819m1b2016201920222025202620282031Revenue CN¥1.2bEarnings CN¥70.6mAdvancedSet Fair ValueView all narrativesGuangdong Shenglu Telecommunication Tech. Co., Ltd. 競合他社Shenzhen Phoenix Telecom TechnologyLtdSymbol: SZSE:301191Market cap: CN¥9.8bFlaircomm MicroelectronicsSymbol: SZSE:301600Market cap: CN¥9.3bChengdu Spaceon ElectronicsSymbol: SZSE:002935Market cap: CN¥7.3bSkyworth DigitalSymbol: SZSE:000810Market cap: CN¥11.3b価格と性能株価の高値、安値、推移の概要Guangdong Shenglu Telecommunication Tech過去の株価現在の株価CN¥9.0552週高値CN¥14.6752週安値CN¥6.76ベータ0.0951ヶ月の変化16.03%3ヶ月変化-13.81%1年変化16.47%3年間の変化12.56%5年間の変化45.50%IPOからの変化110.03%最新ニュースNew Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Large one-off items impacting financial results.お知らせ • Jun 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026New Risk • May 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risk Latest financial reports are more than 6 months old (reported September 2025 fiscal period end).お知らせ • Apr 28Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 19, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong Chinaお知らせ • Mar 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026New Risk • Jan 14New 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 7.4% 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 Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).最新情報をもっと見るRecent updatesNew Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Large one-off items impacting financial results.お知らせ • Jun 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026New Risk • May 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risk Latest financial reports are more than 6 months old (reported September 2025 fiscal period end).お知らせ • Apr 28Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 19, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong Chinaお知らせ • Mar 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026New Risk • Jan 14New 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 7.4% 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 Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).お知らせ • Dec 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.03 (vs CN¥0.02 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.03 (up from CN¥0.02 in 3Q 2024). Revenue: CN¥327.9m (up 21% from 3Q 2024). Net income: CN¥26.5m (up 57% from 3Q 2024). Profit margin: 8.1% (up from 6.2% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025New Risk • Sep 08New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Jul 02Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: CN¥0.03 (vs CN¥0.04 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.03 (down from CN¥0.04 in 1Q 2024). Revenue: CN¥279.0m (flat on 1Q 2024). Net income: CN¥25.1m (down 27% from 1Q 2024). Profit margin: 9.0% (down from 12% in 1Q 2024). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.お知らせ • Apr 23Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 20, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong Chinaお知らせ • Mar 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025Buy Or Sell Opportunity • Jan 24Now 22% overvaluedOver the last 90 days, the stock has fallen 15% to CN¥5.91. The fair value is estimated to be CN¥4.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jan 03Guangdong Shenglu Telecommunication Tech. Co., Ltd.'s (SZSE:002446) Subdued P/S Might Signal An OpportunityIt's not a stretch to say that Guangdong Shenglu Telecommunication Tech. Co., Ltd.'s ( SZSE:002446 ) price-to-sales (or...お知らせ • Dec 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.02 (vs CN¥0.017 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.02 (up from CN¥0.017 in 3Q 2023). Revenue: CN¥270.6m (up 14% from 3Q 2023). Net income: CN¥16.9m (up 11% from 3Q 2023). Profit margin: 6.2% (down from 6.4% in 3Q 2023). Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 11Guangdong Shenglu Telecommunication Tech (SZSE:002446) May Have Issues Allocating Its CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...お知らせ • Sep 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Buy Or Sell Opportunity • Sep 30Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CN¥6.65. The fair value is estimated to be CN¥5.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.014 (vs CN¥0.08 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.014 (down from CN¥0.08 in 2Q 2023). Revenue: CN¥283.7m (down 28% from 2Q 2023). Net income: CN¥15.2m (down 80% from 2Q 2023). Profit margin: 5.4% (down from 19% in 2Q 2023). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CN¥5.75. The fair value is estimated to be CN¥7.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 124% in 2 years. Earnings are forecast to grow by 2,689% in the next 2 years.お知らせ • Jun 29Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024分析記事 • Jun 26Guangdong Shenglu Telecommunication Tech (SZSE:002446) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 24Calculating The Fair Value Of Guangdong Shenglu Telecommunication Tech. Co., Ltd. (SZSE:002446)Key Insights Using the 2 Stage Free Cash Flow to Equity, Guangdong Shenglu Telecommunication Tech fair value estimate...分析記事 • May 02There May Be Reason For Hope In Guangdong Shenglu Telecommunication Tech's (SZSE:002446) Disappointing EarningsGuangdong Shenglu Telecommunication Tech. Co., Ltd.'s ( SZSE:002446 ) stock was strong despite it releasing a soft...お知らせ • Apr 28Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 21, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong China Agenda: To consider and approve the 2023 business report; to consider and approve the audit committee report; to consider and approve the private placement of shares; to consider and approve the business report and financial statements; to consider and approve the appropriation of profit and loss; to consider and approve the profit distribution plan; to consider and approve the amendments in the articles of association; and to consider and approve any other matters.New Risk • Apr 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 61% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin).Reported Earnings • Apr 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.06 (down from CN¥0.27 in FY 2022). Revenue: CN¥1.19b (down 17% from FY 2022). Net income: CN¥52.4m (down 79% from FY 2022). Profit margin: 4.4% (down from 17% in FY 2022). Revenue missed analyst estimates by 31%. Earnings per share (EPS) also missed analyst estimates by 81%. Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 23Guangdong Shenglu Telecommunication Tech (SZSE:002446) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥7.37, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 29x in the Communications industry in China. Total returns to shareholders of 28% over the past three years.お知らせ • Mar 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024分析記事 • Mar 04Guangdong Shenglu Telecommunication Tech. Co., Ltd.'s (SZSE:002446) Shares Leap 30% Yet They're Still Not Telling The Full StoryThose holding Guangdong Shenglu Telecommunication Tech. Co., Ltd. ( SZSE:002446 ) shares would be relieved that the...Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥7.06, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 21% over the past three years.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥5.69, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Communications industry in China. Total returns to shareholders of 7.0% over the past three years.お知らせ • Dec 29Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024New Risk • Nov 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 30Third quarter 2023 earnings released: EPS: CN¥0.017 (vs CN¥0.07 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.017 (down from CN¥0.07 in 3Q 2022). Revenue: CN¥236.3m (down 31% from 3Q 2022). Net income: CN¥15.2m (down 78% from 3Q 2022). Profit margin: 6.4% (down from 20% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥10.83, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 31x in the Communications industry in China. Total returns to shareholders of 42% over the past three years.お知らせ • Sep 14Guangdong Shenglu Telecommunication Tech. Co., Ltd. Elects Li Gang as Non-Employee SupervisorGuangdong Shenglu Telecommunication Tech. Co., Ltd. announced that the company held its 2nd Extraordinary General Meeting of 2023 on 11 September 2023, during which Li Gang was elected as non-employee supervisor.Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.08 (vs CN¥0.07 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.08 (up from CN¥0.07 in 2Q 2022). Revenue: CN¥392.9m (up 7.7% from 2Q 2022). Net income: CN¥75.0m (up 22% from 2Q 2022). Profit margin: 19% (up from 17% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.08 (vs CN¥0.07 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.08 (up from CN¥0.07 in 1Q 2022). Revenue: CN¥345.4m (down 9.1% from 1Q 2022). Net income: CN¥73.3m (up 18% from 1Q 2022). Profit margin: 21% (up from 16% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Member of Shareholder Representative Supervisor Yuan Jianping is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.015 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.015 in 3Q 2021). Revenue: CN¥341.0m (up 44% from 3Q 2021). Net income: CN¥68.6m (up 414% from 3Q 2021). Profit margin: 20% (up from 5.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Sep 09Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be CN¥9.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.3% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.045 loss in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.045 loss in 2Q 2021). Revenue: CN¥364.7m (up 86% from 2Q 2021). Net income: CN¥61.4m (up CN¥101.9m from 2Q 2021). Profit margin: 17% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 32%, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jul 27Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that it expects to receive CNY 699.999997 million in fundingGuangdong Shenglu Telecommunication Tech. Co., Ltd. announced a private placement of 117,449,664 shares at a price of CNY 5.96 per unit for gross proceeds not exceeding CNY 700,000,000 on July 25, 2022. The transaction includes participation from individual investor Mr. Yang Hua. The pricing base date of this issuance is the announcement date of the resolutions of the 19th meeting of the fifth session of the board of directors of the company. The price of this non-public offering of shares shall not be lower than 80% of the average trading price of the company's shares in the 20 trading days prior to the pricing benchmark date. The total amount raised shall not exceed 30% of the company's total share capital before this non-public offering. The securities are restricted to transfer for 18 months from the date of the end of the offering. The transaction has been approved by the 19th meeting of the 5th board of directors, and still needs to be submitted to the company's general meeting of shareholders for consideration and approval , and can only be implemented after the approval of the China Securities Regulatory Commission. After obtaining the approval of the China Securities Regulatory Commission, the company will apply to the Shenzhen Stock Exchange and China Securities Depository and Clearing Co., Ltd.Reported Earnings • Apr 28First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.05 in 1Q 2021). Revenue: CN¥380.0m (up 58% from 1Q 2021). Net income: CN¥62.1m (up 49% from 1Q 2021). Profit margin: 16% (down from 17% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 23%. Earnings per share (EPS) also missed analyst estimates by 514%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Member of Shareholder Representative Supervisor Yuan Jianping is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 25Third quarter 2021 earnings releasedThe company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥236.6m (down 10% from 3Q 2020). Net income: CN¥13.3m (down 90% from 3Q 2020). Profit margin: 5.6% (down from 52% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Aug 26Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: CN¥196.5m (down 38% from 2Q 2020). Net loss: CN¥40.5m (down 214% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 52% 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 • Jun 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.89, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 47x in the Communications industry in China. Total returns to shareholders of 7.8% over the past three years.Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.20 (vs CN¥0.87 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥1.15b (down 14% from FY 2019). Net income: CN¥181.2m (up CN¥937.7m from FY 2019). Profit margin: 16% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Mar 04Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Fiscal Year 2020 Results on Apr 16, 2021Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report fiscal year 2020 results on Apr 16, 2021Is New 90 Day High Low • Jan 25New 90-day low: CN¥6.06The company is down 16% from its price of CN¥7.20 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 7.0% over the same period.Is New 90 Day High Low • Dec 09New 90-day low: CN¥7.03The company is down 11% from its price of CN¥7.92 on 10 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 5.0% over the same period.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥708.8m, with earnings decreasing by CN¥829.3m from the prior year. Total revenue was CN¥1.15b over the last 12 months, down 20% from the prior year.お知らせ • Sep 16Luo Jianping and Guo Yiqin agreed to acquire Shenzhen Hazens Automotive Electronics Co., Ltd. from Guangdong Shenglu Telecommunication Tech. Co., Ltd. (SZSE:002446) for approximately CNY 570 million.Luo Jianping and Guo Yiqin agreed to acquire Shenzhen Hazens Automotive Electronics Co., Ltd. from Guangdong Shenglu Telecommunication Tech. Co., Ltd. (SZSE:002446) for approximately CNY 480 million on May 18, 2020. As per terms of the consideration, CNY 24 million will be paid within 10 days from the date of entry into force of the agreement, CNY 24 million will be paid within 10 days after the completion of the delivery of Shenzhen Hazens Automotive Electronics equity, CNY 72 million will be paid before December 31, 2020, for Shenzhen Hazens Automotive Electronics debt, CNY 180 million will be paid before June 30, 2021, for subject creditor's right transfer and before December 31, 2021, the final price of the final bid which is the remaining subject creditor ’s rights transfer and performance compensation commitments, totaling CNY 180 million will be paid. In a transaction, Luo Jianping will acquire 55% stake and Guo Yiqin will acquire 45% stake. For the year ended December 31, 2019, Shenzhen Hazens Automotive Electronics Co., Ltd. reported total assets of CNY 836.7 million, net assets of CNY 6.8 million, operating revenues of CNY 334.6 million, operating loss of CNY 188.6 million and net loss of CNY 159.2 million. The transaction is approved by the 21st meeting of the 4th board of directors of Guangdong Shenglu Telecommunication Tech. Co., Ltd.お知らせ • Jul 24Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2020 Results on Aug 20, 2020Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2020 results on Aug 20, 2020株主還元002446CN CommunicationsCN 市場7D2.5%13.3%2.0%1Y16.5%95.6%10.3%株主還元を見る業界別リターン: 002446過去 1 年間で95.6 % の収益を上げたCN Communications業界を下回りました。リターン対市場: 002446過去 1 年間で10.3 % の収益を上げたCN市場を上回りました。価格変動Is 002446's price volatile compared to industry and market?002446 volatility002446 Average Weekly Movement9.7%Communications Industry Average Movement8.5%Market Average Movement7.3%10% most volatile stocks in CN Market12.5%10% least volatile stocks in CN Market4.4%安定した株価: 002446 、 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: 002446の 週次ボラティリティ ( 10% ) 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19981,530Hua Yangwww.shenglu.com広東盛魯通信技術有限公司広東盛魯通信科技有限公司は、中国における通信機器、自動車・軍事用電子製品、電子回路製品付属品の研究開発、製造、販売を行っている。移動体通信、基地局、マイクロ波、GPS/Beidouタイミング、自動車、高精度測位、スマート端末用アンテナ、無線周波数デバイス、スマートアンプ、アクティブ集積通信機器、パッシブデバイス、アクティブ集積機器、屋内ネットワーク分配システム、垂直産業ソリューションを提供。同社は、通信事業者、通信機器インテグレーター、ソリューション・プロバイダー、垂直産業ユーザーにサービスを提供している。また、通信工学とネットワーク工学のシステム統合、ネットワーク技術サービス、ソフトウェア開発と技術サービス、通信工学の設計と建設、通信設備の設置とメンテナンス、鋼構造工学、電子知能工学、設備設置工学の建設、衛星関連プロジェクトの請負と開発、コンピューター情報システムの統合、通信設備の性能試験と環境試験、商品と技術の輸出入も行っている。さらに、車載コンピューター、無線データ端末、車載データ端末の研究開発、生産、販売、ローカルエリアネットワーク、モノのインターネット技術、アプリケーション、エンジニアリングプロジェクト、関連設備、モジュール、集積回路チップ、ソフトウェア、関連モバイルインターネット建設にも携わっている。同社は以前はShenglu Antenna Ltd.として知られていたが、2007年に社名をGuangdong Shenglu Telecommunication Tech Ltd.に社名を変更した。広東盛魯通信技術有限公司は2007年に設立された。Ltd.は1998年に設立され、本社は中国の佛山にある。もっと見るGuangdong Shenglu Telecommunication Tech. Co., Ltd. 基礎のまとめGuangdong Shenglu Telecommunication Tech の収益と売上を時価総額と比較するとどうか。002446 基礎統計学時価総額CN¥8.42b収益（TTM）CN¥69.56m売上高(TTM)CN¥1.20b118.8xPER（株価収益率6.9xP/Sレシオ002446 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002446 損益計算書（TTM）収益CN¥1.20b売上原価CN¥823.83m売上総利益CN¥373.19mその他の費用CN¥303.63m収益CN¥69.56m直近の収益報告Mar 31, 2026次回決算日Aug 27, 2026一株当たり利益（EPS）0.076グロス・マージン31.18%純利益率5.81%有利子負債／自己資本比率18.1%002446 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/08/18 08:28終値2026/08/18 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Guangdong Shenglu Telecommunication Tech. 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。6 アナリスト機関Li Qian ZhouEverbright Securities Co. Ltd.Lin WangHuatai ResearchXing LiIndustrial Securities Co. Ltd.3 その他のアナリストを表示
New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Large one-off items impacting financial results.
お知らせ • Jun 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026
New Risk • May 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risk Latest financial reports are more than 6 months old (reported September 2025 fiscal period end).
お知らせ • Apr 28Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 19, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong China
お知らせ • Mar 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
New Risk • Jan 14New 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 7.4% 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 Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).
New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Large one-off items impacting financial results.
お知らせ • Jun 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026
New Risk • May 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risk Latest financial reports are more than 6 months old (reported September 2025 fiscal period end).
お知らせ • Apr 28Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 19, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong China
お知らせ • Mar 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
New Risk • Jan 14New 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 7.4% 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 Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).
お知らせ • Dec 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.03 (vs CN¥0.02 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.03 (up from CN¥0.02 in 3Q 2024). Revenue: CN¥327.9m (up 21% from 3Q 2024). Net income: CN¥26.5m (up 57% from 3Q 2024). Profit margin: 8.1% (up from 6.2% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
New Risk • Sep 08New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Jul 02Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: CN¥0.03 (vs CN¥0.04 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.03 (down from CN¥0.04 in 1Q 2024). Revenue: CN¥279.0m (flat on 1Q 2024). Net income: CN¥25.1m (down 27% from 1Q 2024). Profit margin: 9.0% (down from 12% in 1Q 2024). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 23Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 20, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong China
お知らせ • Mar 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025
Buy Or Sell Opportunity • Jan 24Now 22% overvaluedOver the last 90 days, the stock has fallen 15% to CN¥5.91. The fair value is estimated to be CN¥4.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jan 03Guangdong Shenglu Telecommunication Tech. Co., Ltd.'s (SZSE:002446) Subdued P/S Might Signal An OpportunityIt's not a stretch to say that Guangdong Shenglu Telecommunication Tech. Co., Ltd.'s ( SZSE:002446 ) price-to-sales (or...
お知らせ • Dec 31Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.02 (vs CN¥0.017 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.02 (up from CN¥0.017 in 3Q 2023). Revenue: CN¥270.6m (up 14% from 3Q 2023). Net income: CN¥16.9m (up 11% from 3Q 2023). Profit margin: 6.2% (down from 6.4% in 3Q 2023). Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 11Guangdong Shenglu Telecommunication Tech (SZSE:002446) May Have Issues Allocating Its CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...
お知らせ • Sep 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Buy Or Sell Opportunity • Sep 30Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CN¥6.65. The fair value is estimated to be CN¥5.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.014 (vs CN¥0.08 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.014 (down from CN¥0.08 in 2Q 2023). Revenue: CN¥283.7m (down 28% from 2Q 2023). Net income: CN¥15.2m (down 80% from 2Q 2023). Profit margin: 5.4% (down from 19% in 2Q 2023). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CN¥5.75. The fair value is estimated to be CN¥7.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 124% in 2 years. Earnings are forecast to grow by 2,689% in the next 2 years.
お知らせ • Jun 29Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
分析記事 • Jun 26Guangdong Shenglu Telecommunication Tech (SZSE:002446) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 24Calculating The Fair Value Of Guangdong Shenglu Telecommunication Tech. Co., Ltd. (SZSE:002446)Key Insights Using the 2 Stage Free Cash Flow to Equity, Guangdong Shenglu Telecommunication Tech fair value estimate...
分析記事 • May 02There May Be Reason For Hope In Guangdong Shenglu Telecommunication Tech's (SZSE:002446) Disappointing EarningsGuangdong Shenglu Telecommunication Tech. Co., Ltd.'s ( SZSE:002446 ) stock was strong despite it releasing a soft...
お知らせ • Apr 28Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 21, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong China Agenda: To consider and approve the 2023 business report; to consider and approve the audit committee report; to consider and approve the private placement of shares; to consider and approve the business report and financial statements; to consider and approve the appropriation of profit and loss; to consider and approve the profit distribution plan; to consider and approve the amendments in the articles of association; and to consider and approve any other matters.
New Risk • Apr 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 61% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin).
Reported Earnings • Apr 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.06 (down from CN¥0.27 in FY 2022). Revenue: CN¥1.19b (down 17% from FY 2022). Net income: CN¥52.4m (down 79% from FY 2022). Profit margin: 4.4% (down from 17% in FY 2022). Revenue missed analyst estimates by 31%. Earnings per share (EPS) also missed analyst estimates by 81%. Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 23Guangdong Shenglu Telecommunication Tech (SZSE:002446) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥7.37, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 29x in the Communications industry in China. Total returns to shareholders of 28% over the past three years.
お知らせ • Mar 30Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
分析記事 • Mar 04Guangdong Shenglu Telecommunication Tech. Co., Ltd.'s (SZSE:002446) Shares Leap 30% Yet They're Still Not Telling The Full StoryThose holding Guangdong Shenglu Telecommunication Tech. Co., Ltd. ( SZSE:002446 ) shares would be relieved that the...
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥7.06, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 21% over the past three years.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥5.69, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Communications industry in China. Total returns to shareholders of 7.0% over the past three years.
お知らせ • Dec 29Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
New Risk • Nov 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 30Third quarter 2023 earnings released: EPS: CN¥0.017 (vs CN¥0.07 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.017 (down from CN¥0.07 in 3Q 2022). Revenue: CN¥236.3m (down 31% from 3Q 2022). Net income: CN¥15.2m (down 78% from 3Q 2022). Profit margin: 6.4% (down from 20% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥10.83, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 31x in the Communications industry in China. Total returns to shareholders of 42% over the past three years.
お知らせ • Sep 14Guangdong Shenglu Telecommunication Tech. Co., Ltd. Elects Li Gang as Non-Employee SupervisorGuangdong Shenglu Telecommunication Tech. Co., Ltd. announced that the company held its 2nd Extraordinary General Meeting of 2023 on 11 September 2023, during which Li Gang was elected as non-employee supervisor.
Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.08 (vs CN¥0.07 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.08 (up from CN¥0.07 in 2Q 2022). Revenue: CN¥392.9m (up 7.7% from 2Q 2022). Net income: CN¥75.0m (up 22% from 2Q 2022). Profit margin: 19% (up from 17% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.08 (vs CN¥0.07 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.08 (up from CN¥0.07 in 1Q 2022). Revenue: CN¥345.4m (down 9.1% from 1Q 2022). Net income: CN¥73.3m (up 18% from 1Q 2022). Profit margin: 21% (up from 16% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Member of Shareholder Representative Supervisor Yuan Jianping is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.015 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.015 in 3Q 2021). Revenue: CN¥341.0m (up 44% from 3Q 2021). Net income: CN¥68.6m (up 414% from 3Q 2021). Profit margin: 20% (up from 5.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Sep 09Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be CN¥9.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.3% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.045 loss in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.045 loss in 2Q 2021). Revenue: CN¥364.7m (up 86% from 2Q 2021). Net income: CN¥61.4m (up CN¥101.9m from 2Q 2021). Profit margin: 17% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 32%, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jul 27Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that it expects to receive CNY 699.999997 million in fundingGuangdong Shenglu Telecommunication Tech. Co., Ltd. announced a private placement of 117,449,664 shares at a price of CNY 5.96 per unit for gross proceeds not exceeding CNY 700,000,000 on July 25, 2022. The transaction includes participation from individual investor Mr. Yang Hua. The pricing base date of this issuance is the announcement date of the resolutions of the 19th meeting of the fifth session of the board of directors of the company. The price of this non-public offering of shares shall not be lower than 80% of the average trading price of the company's shares in the 20 trading days prior to the pricing benchmark date. The total amount raised shall not exceed 30% of the company's total share capital before this non-public offering. The securities are restricted to transfer for 18 months from the date of the end of the offering. The transaction has been approved by the 19th meeting of the 5th board of directors, and still needs to be submitted to the company's general meeting of shareholders for consideration and approval , and can only be implemented after the approval of the China Securities Regulatory Commission. After obtaining the approval of the China Securities Regulatory Commission, the company will apply to the Shenzhen Stock Exchange and China Securities Depository and Clearing Co., Ltd.
Reported Earnings • Apr 28First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.05 in 1Q 2021). Revenue: CN¥380.0m (up 58% from 1Q 2021). Net income: CN¥62.1m (up 49% from 1Q 2021). Profit margin: 16% (down from 17% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 23%. Earnings per share (EPS) also missed analyst estimates by 514%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Member of Shareholder Representative Supervisor Yuan Jianping is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 25Third quarter 2021 earnings releasedThe company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥236.6m (down 10% from 3Q 2020). Net income: CN¥13.3m (down 90% from 3Q 2020). Profit margin: 5.6% (down from 52% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 26Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: CN¥196.5m (down 38% from 2Q 2020). Net loss: CN¥40.5m (down 214% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 52% 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 • Jun 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.89, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 47x in the Communications industry in China. Total returns to shareholders of 7.8% over the past three years.
Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.20 (vs CN¥0.87 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥1.15b (down 14% from FY 2019). Net income: CN¥181.2m (up CN¥937.7m from FY 2019). Profit margin: 16% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 04Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report Fiscal Year 2020 Results on Apr 16, 2021Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report fiscal year 2020 results on Apr 16, 2021
Is New 90 Day High Low • Jan 25New 90-day low: CN¥6.06The company is down 16% from its price of CN¥7.20 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 7.0% over the same period.
Is New 90 Day High Low • Dec 09New 90-day low: CN¥7.03The company is down 11% from its price of CN¥7.92 on 10 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 5.0% over the same period.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥708.8m, with earnings decreasing by CN¥829.3m from the prior year. Total revenue was CN¥1.15b over the last 12 months, down 20% from the prior year.
お知らせ • Sep 16Luo Jianping and Guo Yiqin agreed to acquire Shenzhen Hazens Automotive Electronics Co., Ltd. from Guangdong Shenglu Telecommunication Tech. Co., Ltd. (SZSE:002446) for approximately CNY 570 million.Luo Jianping and Guo Yiqin agreed to acquire Shenzhen Hazens Automotive Electronics Co., Ltd. from Guangdong Shenglu Telecommunication Tech. Co., Ltd. (SZSE:002446) for approximately CNY 480 million on May 18, 2020. As per terms of the consideration, CNY 24 million will be paid within 10 days from the date of entry into force of the agreement, CNY 24 million will be paid within 10 days after the completion of the delivery of Shenzhen Hazens Automotive Electronics equity, CNY 72 million will be paid before December 31, 2020, for Shenzhen Hazens Automotive Electronics debt, CNY 180 million will be paid before June 30, 2021, for subject creditor's right transfer and before December 31, 2021, the final price of the final bid which is the remaining subject creditor ’s rights transfer and performance compensation commitments, totaling CNY 180 million will be paid. In a transaction, Luo Jianping will acquire 55% stake and Guo Yiqin will acquire 45% stake. For the year ended December 31, 2019, Shenzhen Hazens Automotive Electronics Co., Ltd. reported total assets of CNY 836.7 million, net assets of CNY 6.8 million, operating revenues of CNY 334.6 million, operating loss of CNY 188.6 million and net loss of CNY 159.2 million. The transaction is approved by the 21st meeting of the 4th board of directors of Guangdong Shenglu Telecommunication Tech. Co., Ltd.
お知らせ • Jul 24Guangdong Shenglu Telecommunication Tech. Co., Ltd. to Report First Half, 2020 Results on Aug 20, 2020Guangdong Shenglu Telecommunication Tech. Co., Ltd. announced that they will report first half, 2020 results on Aug 20, 2020
