View ValuationShennan Circuits 将来の成長Future 基準チェック /66Shennan Circuits利益と収益がそれぞれ年間32%と21.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27% 31.8%なると予測されています。主要情報32.0%収益成長率31.75%EPS成長率Electronic 収益成長32.8%収益成長率21.4%将来の株主資本利益率26.98%アナリストカバレッジGood最終更新日06 May 2026今後の成長に関する最新情報Price Target Changed • Apr 25Price target increased by 7.3% to CN¥306Up from CN¥285, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥301. Stock is up 258% over the past year. The company is forecast to post earnings per share of CN¥7.64 for next year compared to CN¥4.91 last year.Price Target Changed • Mar 16Price target increased by 9.6% to CN¥285Up from CN¥260, the current price target is an average from 9 analysts. New target price is 14% above last closing price of CN¥250. Stock is up 135% over the past year. The company is forecast to post earnings per share of CN¥7.26 for next year compared to CN¥4.91 last year.Major Estimate Revision • Mar 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥28.9b to CN¥29.9b. EPS estimate increased from CN¥6.61 to CN¥7.56 per share. Net income forecast to grow 70% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥267. Share price fell 5.1% to CN¥250 over the past week.Price Target Changed • Feb 14Price target increased by 8.5% to CN¥256Up from CN¥236, the current price target is an average from 9 analysts. New target price is 9.0% above last closing price of CN¥235. Stock is up 124% over the past year. The company is forecast to post earnings per share of CN¥4.96 for next year compared to CN¥2.82 last year.Price Target Changed • Dec 02Price target increased by 9.1% to CN¥234Up from CN¥215, the current price target is an average from 10 analysts. New target price is 19% above last closing price of CN¥198. Stock is up 159% over the past year. The company is forecast to post earnings per share of CN¥5.11 for next year compared to CN¥2.82 last year.Price Target Changed • Oct 31Price target increased by 14% to CN¥187Up from CN¥163, the current price target is an average from 11 analysts. New target price is 13% below last closing price of CN¥214. Stock is up 175% over the past year. The company is forecast to post earnings per share of CN¥5.27 for next year compared to CN¥2.82 last year.すべての更新を表示Recent updatesPrice Target Changed • Apr 25Price target increased by 7.3% to CN¥306Up from CN¥285, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥301. Stock is up 258% over the past year. The company is forecast to post earnings per share of CN¥7.64 for next year compared to CN¥4.91 last year.Reported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: CN¥1.28 (up from CN¥0.74 in 1Q 2025). Revenue: CN¥6.60b (up 38% from 1Q 2025). Net income: CN¥850.2m (up 73% from 1Q 2025). Profit margin: 13% (up from 10% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic 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 increased by 68% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥262, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 297% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥317 per share.お知らせ • Mar 31Shennan Circuits Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shennan Circuits Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026Price Target Changed • Mar 16Price target increased by 9.6% to CN¥285Up from CN¥260, the current price target is an average from 9 analysts. New target price is 14% above last closing price of CN¥250. Stock is up 135% over the past year. The company is forecast to post earnings per share of CN¥7.26 for next year compared to CN¥4.91 last year.Reported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥4.91 (up from CN¥2.82 in FY 2024). Revenue: CN¥23.6b (up 32% from FY 2024). Net income: CN¥3.28b (up 75% from FY 2024). Profit margin: 14% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Mar 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥28.9b to CN¥29.9b. EPS estimate increased from CN¥6.61 to CN¥7.56 per share. Net income forecast to grow 70% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥267. Share price fell 5.1% to CN¥250 over the past week.お知らせ • Mar 12Shennan Circuits Co., Ltd., Annual General Meeting, Apr 03, 2026Shennan Circuits Co., Ltd., Annual General Meeting, Apr 03, 2026, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong ChinaBuy Or Sell Opportunity • Mar 09Now 21% undervaluedOver the last 90 days, the stock has risen 24% to CN¥255. The fair value is estimated to be CN¥323, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥290, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥316 per share.Price Target Changed • Feb 14Price target increased by 8.5% to CN¥256Up from CN¥236, the current price target is an average from 9 analysts. New target price is 9.0% above last closing price of CN¥235. Stock is up 124% over the past year. The company is forecast to post earnings per share of CN¥4.96 for next year compared to CN¥2.82 last year.Buy Or Sell Opportunity • Jan 23Now 21% undervaluedOver the last 90 days, the stock has risen 16% to CN¥247. The fair value is estimated to be CN¥314, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥266, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥314 per share.お知らせ • Dec 31Shennan Circuit Company Limited to Report Fiscal Year 2025 Results on Mar 13, 2026Shennan Circuit Company Limited announced that they will report fiscal year 2025 results on Mar 13, 2026Buy Or Sell Opportunity • Dec 11Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥194. The fair value is estimated to be CN¥255, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.Price Target Changed • Dec 02Price target increased by 9.1% to CN¥234Up from CN¥215, the current price target is an average from 10 analysts. New target price is 19% above last closing price of CN¥198. Stock is up 159% over the past year. The company is forecast to post earnings per share of CN¥5.11 for next year compared to CN¥2.82 last year.Price Target Changed • Oct 31Price target increased by 14% to CN¥187Up from CN¥163, the current price target is an average from 11 analysts. New target price is 13% below last closing price of CN¥214. Stock is up 175% over the past year. The company is forecast to post earnings per share of CN¥5.27 for next year compared to CN¥2.82 last year.Reported Earnings • Oct 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: CN¥1.45 (up from CN¥0.75 in 3Q 2024). Revenue: CN¥6.30b (up 33% from 3Q 2024). Net income: CN¥965.8m (up 93% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 16% 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 increased by 15% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Oct 25Price target increased by 8.1% to CN¥166Up from CN¥153, the current price target is an average from 11 analysts. New target price is 22% below last closing price of CN¥213. Stock is up 150% over the past year. The company is forecast to post earnings per share of CN¥4.63 for next year compared to CN¥2.82 last year.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥202, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 255% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥159 per share.お知らせ • Sep 30Shennan Circuit Company Limited to Report Q3, 2025 Results on Oct 30, 2025Shennan Circuit Company Limited announced that they will report Q3, 2025 results on Oct 30, 2025Buy Or Sell Opportunity • Sep 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 99% to CN¥197. The fair value is estimated to be CN¥162, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥202, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 233% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥162 per share.Major Estimate Revision • Sep 03Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥21.4b to CN¥22.1b. EPS estimate increased from CN¥3.63 to CN¥4.44 per share. Net income forecast to grow 29% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥119 to CN¥155. Share price rose 9.5% to CN¥186 over the past week.New Risk • Sep 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.9% 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 (8.9% average weekly change). Minor Risk Dividend is not well covered by cash flows (278% cash payout ratio).Buy Or Sell Opportunity • Aug 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to CN¥186. The fair value is estimated to be CN¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥170, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 169% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.Price Target Changed • Aug 19Price target increased by 7.4% to CN¥119Up from CN¥111, the current price target is an average from 11 analysts. New target price is 18% below last closing price of CN¥145. Stock is up 77% over the past year. The company is forecast to post earnings per share of CN¥3.63 for next year compared to CN¥2.82 last year.Price Target Changed • Jul 17Price target increased by 8.1% to CN¥104Up from CN¥96.66, the current price target is an average from 11 analysts. New target price is 20% below last closing price of CN¥131. Stock is up 39% over the past year. The company is forecast to post earnings per share of CN¥3.52 for next year compared to CN¥2.82 last year.New Risk • Jul 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (155% cash payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).お知らせ • Jul 02Shennan Circuit Company Limited to Report First Half, 2025 Results on Aug 28, 2025Shennan Circuit Company Limited announced that they will report first half, 2025 results on Aug 28, 2025Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to CN¥82.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Electronic industry in China. Total loss to shareholders of 7.4% over the past three years.Declared Dividend • May 24Dividend increased to CN¥1.50Dividend of CN¥1.50 is 67% higher than last year. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (155% cash payout ratio). The dividend has increased by an average of 26% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥0.96 (up from CN¥0.74 in 1Q 2024). Revenue: CN¥4.78b (up 21% from 1Q 2024). Net income: CN¥491.4m (up 30% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥104, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥67.44 per share.お知らせ • Apr 04Shennan Circuit Company Limited Approves Cash Dividend for 2024Shennan Circuit Company Limited announced that at the AGM held on 02 April 2025 approved Cash dividend/10 shares (tax included) of CNY 15.00000000 for 2024.お知らせ • Mar 31Shennan Circuit Company Limited to Report Q1, 2025 Results on Apr 24, 2025Shennan Circuit Company Limited announced that they will report Q1, 2025 results on Apr 24, 2025Board Change • Mar 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Hanbin Zhang was the last independent 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: Minority of independent directors. Lack of board continuity.お知らせ • Mar 14Shennan Circuit Company Limited Announces Profit Distribution Proposal for the Year 2024Shennan Circuit Company Limited announced on 13 March 2025 the profit distribution proposal for the year 2024 as follows: final cash dividend/10 shares (tax included): CNY 15.00000000.Reported Earnings • Mar 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥3.66 (up from CN¥2.73 in FY 2023). Revenue: CN¥17.9b (up 32% from FY 2023). Net income: CN¥1.88b (up 34% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 13% 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 increased by 5% per year whereas the company’s share price has increased by 9% per year.お知らせ • Mar 13Shennan Circuit Company Limited, Annual General Meeting, Apr 02, 2025Shennan Circuit Company Limited, Annual General Meeting, Apr 02, 2025, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong ChinaNew Risk • Mar 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.3% 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 Dividend is not well covered by cash flows (208% cash payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥131, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥123 per share.Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to CN¥148. The fair value is estimated to be CN¥122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.1%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥143, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥122 per share.お知らせ • Dec 31Shennan Circuit Company Limited to Report Fiscal Year 2024 Results on Mar 13, 2025Shennan Circuit Company Limited announced that they will report fiscal year 2024 results on Mar 13, 2025Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥118, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 5.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥142 per share.Buy Or Sell Opportunity • Nov 12Now 21% undervaluedOver the last 90 days, the stock has risen 4.4% to CN¥113. The fair value is estimated to be CN¥142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.1%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥0.97 (up from CN¥0.85 in 3Q 2023). Revenue: CN¥4.73b (up 38% from 3Q 2023). Net income: CN¥500.8m (up 15% from 3Q 2023). Profit margin: 11% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 13% 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 increased by 4% per year whereas the company’s share price has remained flat.New Risk • Sep 30New 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 7.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.お知らせ • Sep 30Shennan Circuit Company Limited to Report Q3, 2024 Results on Oct 29, 2024Shennan Circuit Company Limited announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥111, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.Buy Or Sell Opportunity • Sep 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to CN¥92.15. The fair value is estimated to be CN¥118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 2.6%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Major Estimate Revision • Sep 03Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥16.2b to CN¥16.8b. EPS estimate increased from CN¥3.44 to CN¥3.90 per share. Net income forecast to grow 11% next year vs 53% growth forecast for Electronic industry in China. Consensus price target up from CN¥96.62 to CN¥99.16. Share price fell 7.2% to CN¥97.13 over the past week.Reported Earnings • Aug 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥1.19 (up from CN¥0.52 in 2Q 2023). Revenue: CN¥4.36b (up 34% from 2Q 2023). Net income: CN¥607.7m (up 127% from 2Q 2023). Profit margin: 14% (up from 8.2% in 2Q 2023). Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 13% 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 increased by 3% per year whereas the company’s share price has increased by 5% per year.Price Target Changed • Jul 29Price target increased by 9.3% to CN¥96.18Up from CN¥88.01, the current price target is an average from 9 analysts. New target price is 14% below last closing price of CN¥111. Stock is up 46% over the past year. The company is forecast to post earnings per share of CN¥3.40 for next year compared to CN¥2.73 last year.Price Target Changed • Jul 15Price target increased by 8.8% to CN¥91.82Up from CN¥84.42, the current price target is an average from 10 analysts. New target price is 28% below last closing price of CN¥127. Stock is up 59% over the past year. The company is forecast to post earnings per share of CN¥3.35 for next year compared to CN¥2.73 last year.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥121, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥88.42 per share.Buy Or Sell Opportunity • Jul 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥110. The fair value is estimated to be CN¥88.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Buy Or Sell Opportunity • Jul 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CN¥106. The fair value is estimated to be CN¥87.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.お知らせ • Jun 29Shennan Circuit Company Limited to Report First Half, 2024 Results on Aug 28, 2024Shennan Circuit Company Limited announced that they will report first half, 2024 results on Aug 28, 2024Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥110, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥79.79 per share.Buy Or Sell Opportunity • Jun 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to CN¥95.47. The fair value is estimated to be CN¥79.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Declared Dividend • May 25Dividend reduced to CN¥0.90Dividend of CN¥0.90 is 10.0% lower than last year. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 25Shennan Circuit Company Limited Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024Shennan Circuit Company Limited announced final cash dividend/10 shares (tax included) of CNY 9.00000000 on A shares for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024.Buy Or Sell Opportunity • May 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to CN¥94.32. The fair value is estimated to be CN¥78.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Reported Earnings • Apr 16First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.74 (up from CN¥0.40 in 1Q 2023). Revenue: CN¥3.96b (up 42% from 1Q 2023). Net income: CN¥379.6m (up 84% from 1Q 2023). Profit margin: 9.6% (up from 7.4% in 1Q 2023). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Revenue is forecast to grow 13% 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 1% per year whereas the company’s share price has increased by 3% per year.Buy Or Sell Opportunity • Apr 01Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to CN¥95.90. The fair value is estimated to be CN¥78.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • Mar 30Shennan Circuit Company Limited to Report Q1, 2024 Results on Apr 16, 2024Shennan Circuit Company Limited announced that they will report Q1, 2024 results on Apr 16, 2024Price Target Changed • Mar 18Price target increased by 11% to CN¥84.63Up from CN¥76.45, the current price target is an average from 10 analysts. New target price is 7.8% below last closing price of CN¥91.75. Stock is up 6.1% over the past year. The company is forecast to post earnings per share of CN¥3.25 for next year compared to CN¥2.73 last year.New Risk • Mar 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 48% 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. This is currently the only risk that has been identified for the company.お知らせ • Mar 16+ 1 more updateShennan Circuit Company Limited, Annual General Meeting, Apr 18, 2024Shennan Circuit Company Limited, Annual General Meeting, Apr 18, 2024, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong China Agenda: To consider 2023 annual report and its summary; to consider 2023 annual accounts report; to consider 2024 financial budget report; to consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 profit distribution plan; to consider 2023 remuneration for non-independent directors; to consider Reappointment of audit firm; to consider Election of non-independent directors; to consider Election of independent directors; and to consider Election of shareholder supervisors.Reported Earnings • Mar 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥2.73 (down from CN¥3.22 in FY 2022). Revenue: CN¥13.5b (down 3.3% from FY 2022). Net income: CN¥1.40b (down 15% from FY 2022). Profit margin: 10% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.Buy Or Sell Opportunity • Mar 12Now 22% undervaluedOver the last 90 days, the stock has risen 19% to CN¥84.28. The fair value is estimated to be CN¥108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥89.32, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥108 per share.業績と収益の成長予測SZSE:002916 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202846,1249,0268,05110,2141112/31/202738,1226,9764,9778,2151512/31/202630,5734,9513,0735,670143/31/202625,4603,635-1,6183,473N/A12/31/202523,6473,276733,838N/A9/30/202521,6122,7155713,632N/A6/30/202520,0402,2502773,079N/A3/31/202518,7291,9894963,032N/A12/31/202417,9071,8784562,982N/A9/30/202417,1141,9782222,703N/A6/30/202415,8141,911-402,768N/A3/31/202414,7031,571-6612,463N/A12/31/202313,5261,398-6602,589N/A9/30/202312,9691,367-1,0972,299N/A6/30/202313,0551,363-4152,767N/A3/31/202313,4621,500-93,259N/A1/1/202313,9921,641-1983,180N/A9/30/202214,6731,6364733,641N/A6/30/202215,0331,672-733,157N/A3/31/202214,5331,585-3922,532N/A1/1/202213,9431,481-3172,342N/A9/30/202112,3731,359-1,0321,588N/A6/30/202111,5661,267-7501,813N/A3/31/202111,8281,397-7491,856N/A12/31/202011,6001,430-6861,800N/A9/30/202011,8491,463-8391,763N/A6/30/202011,6481,486-9601,596N/A3/31/202010,8591,323-7231,566N/A12/31/201910,5241,233N/A1,263N/A9/30/20199,9231,092N/A1,353N/A6/30/20199,154888N/A977N/A3/31/20198,288767N/A987N/A12/31/20187,602697N/A879N/A9/30/20186,809582N/A892N/A6/30/20186,197477N/A765N/A3/31/20185,877463N/A938N/A12/31/20175,687448N/A966N/A9/30/20175,474406N/A726N/A12/31/20164,599274N/A802N/A12/31/20153,519162N/A573N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 002916の予測収益成長率 (年間32% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002916の収益 ( 32% ) はCN市場 ( 27% ) よりも速いペースで成長すると予測されています。高成長収益: 002916の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 002916の収益 ( 21.4% ) CN市場 ( 16% ) よりも速いペースで成長すると予測されています。高い収益成長: 002916の収益 ( 21.4% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002916の 自己資本利益率 は、3年後には高くなると予測されています ( 27 %)成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 07:36終値2026/05/21 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Shennan Circuits Co., Ltd. 15 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。27 アナリスト機関Xin SunBernsteinKexin ZhuBofA Global ResearchKexin ZhuBofA Global Research24 その他のアナリストを表示
Price Target Changed • Apr 25Price target increased by 7.3% to CN¥306Up from CN¥285, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥301. Stock is up 258% over the past year. The company is forecast to post earnings per share of CN¥7.64 for next year compared to CN¥4.91 last year.
Price Target Changed • Mar 16Price target increased by 9.6% to CN¥285Up from CN¥260, the current price target is an average from 9 analysts. New target price is 14% above last closing price of CN¥250. Stock is up 135% over the past year. The company is forecast to post earnings per share of CN¥7.26 for next year compared to CN¥4.91 last year.
Major Estimate Revision • Mar 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥28.9b to CN¥29.9b. EPS estimate increased from CN¥6.61 to CN¥7.56 per share. Net income forecast to grow 70% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥267. Share price fell 5.1% to CN¥250 over the past week.
Price Target Changed • Feb 14Price target increased by 8.5% to CN¥256Up from CN¥236, the current price target is an average from 9 analysts. New target price is 9.0% above last closing price of CN¥235. Stock is up 124% over the past year. The company is forecast to post earnings per share of CN¥4.96 for next year compared to CN¥2.82 last year.
Price Target Changed • Dec 02Price target increased by 9.1% to CN¥234Up from CN¥215, the current price target is an average from 10 analysts. New target price is 19% above last closing price of CN¥198. Stock is up 159% over the past year. The company is forecast to post earnings per share of CN¥5.11 for next year compared to CN¥2.82 last year.
Price Target Changed • Oct 31Price target increased by 14% to CN¥187Up from CN¥163, the current price target is an average from 11 analysts. New target price is 13% below last closing price of CN¥214. Stock is up 175% over the past year. The company is forecast to post earnings per share of CN¥5.27 for next year compared to CN¥2.82 last year.
Price Target Changed • Apr 25Price target increased by 7.3% to CN¥306Up from CN¥285, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥301. Stock is up 258% over the past year. The company is forecast to post earnings per share of CN¥7.64 for next year compared to CN¥4.91 last year.
Reported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: CN¥1.28 (up from CN¥0.74 in 1Q 2025). Revenue: CN¥6.60b (up 38% from 1Q 2025). Net income: CN¥850.2m (up 73% from 1Q 2025). Profit margin: 13% (up from 10% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic 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 increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥262, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 297% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥317 per share.
お知らせ • Mar 31Shennan Circuits Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shennan Circuits Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
Price Target Changed • Mar 16Price target increased by 9.6% to CN¥285Up from CN¥260, the current price target is an average from 9 analysts. New target price is 14% above last closing price of CN¥250. Stock is up 135% over the past year. The company is forecast to post earnings per share of CN¥7.26 for next year compared to CN¥4.91 last year.
Reported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥4.91 (up from CN¥2.82 in FY 2024). Revenue: CN¥23.6b (up 32% from FY 2024). Net income: CN¥3.28b (up 75% from FY 2024). Profit margin: 14% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Mar 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥28.9b to CN¥29.9b. EPS estimate increased from CN¥6.61 to CN¥7.56 per share. Net income forecast to grow 70% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥267. Share price fell 5.1% to CN¥250 over the past week.
お知らせ • Mar 12Shennan Circuits Co., Ltd., Annual General Meeting, Apr 03, 2026Shennan Circuits Co., Ltd., Annual General Meeting, Apr 03, 2026, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong China
Buy Or Sell Opportunity • Mar 09Now 21% undervaluedOver the last 90 days, the stock has risen 24% to CN¥255. The fair value is estimated to be CN¥323, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥290, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥316 per share.
Price Target Changed • Feb 14Price target increased by 8.5% to CN¥256Up from CN¥236, the current price target is an average from 9 analysts. New target price is 9.0% above last closing price of CN¥235. Stock is up 124% over the past year. The company is forecast to post earnings per share of CN¥4.96 for next year compared to CN¥2.82 last year.
Buy Or Sell Opportunity • Jan 23Now 21% undervaluedOver the last 90 days, the stock has risen 16% to CN¥247. The fair value is estimated to be CN¥314, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥266, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥314 per share.
お知らせ • Dec 31Shennan Circuit Company Limited to Report Fiscal Year 2025 Results on Mar 13, 2026Shennan Circuit Company Limited announced that they will report fiscal year 2025 results on Mar 13, 2026
Buy Or Sell Opportunity • Dec 11Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥194. The fair value is estimated to be CN¥255, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
Price Target Changed • Dec 02Price target increased by 9.1% to CN¥234Up from CN¥215, the current price target is an average from 10 analysts. New target price is 19% above last closing price of CN¥198. Stock is up 159% over the past year. The company is forecast to post earnings per share of CN¥5.11 for next year compared to CN¥2.82 last year.
Price Target Changed • Oct 31Price target increased by 14% to CN¥187Up from CN¥163, the current price target is an average from 11 analysts. New target price is 13% below last closing price of CN¥214. Stock is up 175% over the past year. The company is forecast to post earnings per share of CN¥5.27 for next year compared to CN¥2.82 last year.
Reported Earnings • Oct 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: CN¥1.45 (up from CN¥0.75 in 3Q 2024). Revenue: CN¥6.30b (up 33% from 3Q 2024). Net income: CN¥965.8m (up 93% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 16% 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 increased by 15% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Oct 25Price target increased by 8.1% to CN¥166Up from CN¥153, the current price target is an average from 11 analysts. New target price is 22% below last closing price of CN¥213. Stock is up 150% over the past year. The company is forecast to post earnings per share of CN¥4.63 for next year compared to CN¥2.82 last year.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥202, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 255% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥159 per share.
お知らせ • Sep 30Shennan Circuit Company Limited to Report Q3, 2025 Results on Oct 30, 2025Shennan Circuit Company Limited announced that they will report Q3, 2025 results on Oct 30, 2025
Buy Or Sell Opportunity • Sep 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 99% to CN¥197. The fair value is estimated to be CN¥162, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥202, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 233% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥162 per share.
Major Estimate Revision • Sep 03Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥21.4b to CN¥22.1b. EPS estimate increased from CN¥3.63 to CN¥4.44 per share. Net income forecast to grow 29% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥119 to CN¥155. Share price rose 9.5% to CN¥186 over the past week.
New Risk • Sep 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.9% 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 (8.9% average weekly change). Minor Risk Dividend is not well covered by cash flows (278% cash payout ratio).
Buy Or Sell Opportunity • Aug 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to CN¥186. The fair value is estimated to be CN¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥170, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 169% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.
Price Target Changed • Aug 19Price target increased by 7.4% to CN¥119Up from CN¥111, the current price target is an average from 11 analysts. New target price is 18% below last closing price of CN¥145. Stock is up 77% over the past year. The company is forecast to post earnings per share of CN¥3.63 for next year compared to CN¥2.82 last year.
Price Target Changed • Jul 17Price target increased by 8.1% to CN¥104Up from CN¥96.66, the current price target is an average from 11 analysts. New target price is 20% below last closing price of CN¥131. Stock is up 39% over the past year. The company is forecast to post earnings per share of CN¥3.52 for next year compared to CN¥2.82 last year.
New Risk • Jul 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (155% cash payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).
お知らせ • Jul 02Shennan Circuit Company Limited to Report First Half, 2025 Results on Aug 28, 2025Shennan Circuit Company Limited announced that they will report first half, 2025 results on Aug 28, 2025
Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to CN¥82.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Electronic industry in China. Total loss to shareholders of 7.4% over the past three years.
Declared Dividend • May 24Dividend increased to CN¥1.50Dividend of CN¥1.50 is 67% higher than last year. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (155% cash payout ratio). The dividend has increased by an average of 26% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥0.96 (up from CN¥0.74 in 1Q 2024). Revenue: CN¥4.78b (up 21% from 1Q 2024). Net income: CN¥491.4m (up 30% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥104, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥67.44 per share.
お知らせ • Apr 04Shennan Circuit Company Limited Approves Cash Dividend for 2024Shennan Circuit Company Limited announced that at the AGM held on 02 April 2025 approved Cash dividend/10 shares (tax included) of CNY 15.00000000 for 2024.
お知らせ • Mar 31Shennan Circuit Company Limited to Report Q1, 2025 Results on Apr 24, 2025Shennan Circuit Company Limited announced that they will report Q1, 2025 results on Apr 24, 2025
Board Change • Mar 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Hanbin Zhang was the last independent 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: Minority of independent directors. Lack of board continuity.
お知らせ • Mar 14Shennan Circuit Company Limited Announces Profit Distribution Proposal for the Year 2024Shennan Circuit Company Limited announced on 13 March 2025 the profit distribution proposal for the year 2024 as follows: final cash dividend/10 shares (tax included): CNY 15.00000000.
Reported Earnings • Mar 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥3.66 (up from CN¥2.73 in FY 2023). Revenue: CN¥17.9b (up 32% from FY 2023). Net income: CN¥1.88b (up 34% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 13% 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 increased by 5% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Mar 13Shennan Circuit Company Limited, Annual General Meeting, Apr 02, 2025Shennan Circuit Company Limited, Annual General Meeting, Apr 02, 2025, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong China
New Risk • Mar 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.3% 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 Dividend is not well covered by cash flows (208% cash payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥131, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥123 per share.
Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to CN¥148. The fair value is estimated to be CN¥122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.1%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥143, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥122 per share.
お知らせ • Dec 31Shennan Circuit Company Limited to Report Fiscal Year 2024 Results on Mar 13, 2025Shennan Circuit Company Limited announced that they will report fiscal year 2024 results on Mar 13, 2025
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥118, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 5.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥142 per share.
Buy Or Sell Opportunity • Nov 12Now 21% undervaluedOver the last 90 days, the stock has risen 4.4% to CN¥113. The fair value is estimated to be CN¥142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.1%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥0.97 (up from CN¥0.85 in 3Q 2023). Revenue: CN¥4.73b (up 38% from 3Q 2023). Net income: CN¥500.8m (up 15% from 3Q 2023). Profit margin: 11% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 13% 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 increased by 4% per year whereas the company’s share price has remained flat.
New Risk • Sep 30New 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 7.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.
お知らせ • Sep 30Shennan Circuit Company Limited to Report Q3, 2024 Results on Oct 29, 2024Shennan Circuit Company Limited announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥111, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.
Buy Or Sell Opportunity • Sep 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to CN¥92.15. The fair value is estimated to be CN¥118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 2.6%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Major Estimate Revision • Sep 03Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥16.2b to CN¥16.8b. EPS estimate increased from CN¥3.44 to CN¥3.90 per share. Net income forecast to grow 11% next year vs 53% growth forecast for Electronic industry in China. Consensus price target up from CN¥96.62 to CN¥99.16. Share price fell 7.2% to CN¥97.13 over the past week.
Reported Earnings • Aug 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥1.19 (up from CN¥0.52 in 2Q 2023). Revenue: CN¥4.36b (up 34% from 2Q 2023). Net income: CN¥607.7m (up 127% from 2Q 2023). Profit margin: 14% (up from 8.2% in 2Q 2023). Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 13% 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 increased by 3% per year whereas the company’s share price has increased by 5% per year.
Price Target Changed • Jul 29Price target increased by 9.3% to CN¥96.18Up from CN¥88.01, the current price target is an average from 9 analysts. New target price is 14% below last closing price of CN¥111. Stock is up 46% over the past year. The company is forecast to post earnings per share of CN¥3.40 for next year compared to CN¥2.73 last year.
Price Target Changed • Jul 15Price target increased by 8.8% to CN¥91.82Up from CN¥84.42, the current price target is an average from 10 analysts. New target price is 28% below last closing price of CN¥127. Stock is up 59% over the past year. The company is forecast to post earnings per share of CN¥3.35 for next year compared to CN¥2.73 last year.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥121, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥88.42 per share.
Buy Or Sell Opportunity • Jul 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥110. The fair value is estimated to be CN¥88.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Buy Or Sell Opportunity • Jul 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CN¥106. The fair value is estimated to be CN¥87.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
お知らせ • Jun 29Shennan Circuit Company Limited to Report First Half, 2024 Results on Aug 28, 2024Shennan Circuit Company Limited announced that they will report first half, 2024 results on Aug 28, 2024
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥110, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥79.79 per share.
Buy Or Sell Opportunity • Jun 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to CN¥95.47. The fair value is estimated to be CN¥79.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Declared Dividend • May 25Dividend reduced to CN¥0.90Dividend of CN¥0.90 is 10.0% lower than last year. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 25Shennan Circuit Company Limited Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024Shennan Circuit Company Limited announced final cash dividend/10 shares (tax included) of CNY 9.00000000 on A shares for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024.
Buy Or Sell Opportunity • May 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to CN¥94.32. The fair value is estimated to be CN¥78.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Reported Earnings • Apr 16First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.74 (up from CN¥0.40 in 1Q 2023). Revenue: CN¥3.96b (up 42% from 1Q 2023). Net income: CN¥379.6m (up 84% from 1Q 2023). Profit margin: 9.6% (up from 7.4% in 1Q 2023). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Revenue is forecast to grow 13% 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 1% per year whereas the company’s share price has increased by 3% per year.
Buy Or Sell Opportunity • Apr 01Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to CN¥95.90. The fair value is estimated to be CN¥78.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • Mar 30Shennan Circuit Company Limited to Report Q1, 2024 Results on Apr 16, 2024Shennan Circuit Company Limited announced that they will report Q1, 2024 results on Apr 16, 2024
Price Target Changed • Mar 18Price target increased by 11% to CN¥84.63Up from CN¥76.45, the current price target is an average from 10 analysts. New target price is 7.8% below last closing price of CN¥91.75. Stock is up 6.1% over the past year. The company is forecast to post earnings per share of CN¥3.25 for next year compared to CN¥2.73 last year.
New Risk • Mar 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 48% 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. This is currently the only risk that has been identified for the company.
お知らせ • Mar 16+ 1 more updateShennan Circuit Company Limited, Annual General Meeting, Apr 18, 2024Shennan Circuit Company Limited, Annual General Meeting, Apr 18, 2024, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong China Agenda: To consider 2023 annual report and its summary; to consider 2023 annual accounts report; to consider 2024 financial budget report; to consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 profit distribution plan; to consider 2023 remuneration for non-independent directors; to consider Reappointment of audit firm; to consider Election of non-independent directors; to consider Election of independent directors; and to consider Election of shareholder supervisors.
Reported Earnings • Mar 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥2.73 (down from CN¥3.22 in FY 2022). Revenue: CN¥13.5b (down 3.3% from FY 2022). Net income: CN¥1.40b (down 15% from FY 2022). Profit margin: 10% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.
Buy Or Sell Opportunity • Mar 12Now 22% undervaluedOver the last 90 days, the stock has risen 19% to CN¥84.28. The fair value is estimated to be CN¥108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥89.32, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥108 per share.