View Future GrowthYes Optoelectronics (Group) 過去の業績過去 基準チェック /26Yes Optoelectronics (Group)の収益は年間平均-33.2%の割合で減少していますが、 Tech業界の収益は年間 増加しています。収益は年間5.3% 7.7%割合で 増加しています。 Yes Optoelectronics (Group)の自己資本利益率は1.8%であり、純利益率は1.6%です。主要情報-33.19%収益成長率-32.94%EPS成長率Tech 業界の成長13.48%収益成長率7.67%株主資本利益率1.79%ネット・マージン1.57%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Apr 27Full year 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.10 in FY 2024)Full year 2025 results: EPS: CN¥0.07 (down from CN¥0.10 in FY 2024). Revenue: CN¥925.3m (up 28% from FY 2024). Net income: CN¥10.7m (down 36% from FY 2024). Profit margin: 1.2% (down from 2.3% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.お知らせ • Mar 31Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Dec 31Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.044 (vs CN¥0.052 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.044 (down from CN¥0.052 in 3Q 2024). Revenue: CN¥236.2m (up 23% from 3Q 2024). Net income: CN¥7.12m (down 16% from 3Q 2024). Profit margin: 3.0% (down from 4.4% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.005 (vs CN¥0.004 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.005 (up from CN¥0.004 in 2Q 2024). Revenue: CN¥237.7m (up 29% from 2Q 2024). Net income: CN¥921.1k (up 35% from 2Q 2024). Profit margin: 0.4% (in line with 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesReported Earnings • Apr 27Full year 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.10 in FY 2024)Full year 2025 results: EPS: CN¥0.07 (down from CN¥0.10 in FY 2024). Revenue: CN¥925.3m (up 28% from FY 2024). Net income: CN¥10.7m (down 36% from FY 2024). Profit margin: 1.2% (down from 2.3% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.お知らせ • Apr 27Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 19, 2026Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Anshan, Liaoning ChinaNew Risk • Apr 06New 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: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).お知らせ • Mar 31Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Dec 31Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026Board Change • Dec 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Xingping Sun was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Oct 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 3.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.044 (vs CN¥0.052 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.044 (down from CN¥0.052 in 3Q 2024). Revenue: CN¥236.2m (up 23% from 3Q 2024). Net income: CN¥7.12m (down 16% from 3Q 2024). Profit margin: 3.0% (down from 4.4% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.005 (vs CN¥0.004 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.005 (up from CN¥0.004 in 2Q 2024). Revenue: CN¥237.7m (up 29% from 2Q 2024). Net income: CN¥921.1k (up 35% from 2Q 2024). Profit margin: 0.4% (in line with 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.お知らせ • Jul 02Yes Optoelectronics (Group) Co., Ltd. to Report First Half, 2025 Results on Aug 25, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report first half, 2025 results on Aug 25, 2025Declared Dividend • May 26Dividend reduced to CN¥0.05Dividend of CN¥0.05 is 38% lower than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.3%. Payout Ratios Payout ratio: 62%. Cash payout ratio: 18%.New Risk • May 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.3% net profit margin).Reported Earnings • Apr 25Full year 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.14 in FY 2023)Full year 2024 results: EPS: CN¥0.10 (down from CN¥0.14 in FY 2023). Revenue: CN¥724.0m (up 9.0% from FY 2023). Net income: CN¥16.8m (down 28% from FY 2023). Profit margin: 2.3% (down from 3.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Apr 25Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 16, 2025Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 16, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Anshan, Liaoning Chinaお知らせ • Mar 31Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025分析記事 • Jan 13Risks Still Elevated At These Prices As Yes Optoelectronics (Group) Co., Ltd. (SZSE:002952) Shares Dive 26%Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) shares have had a horrible month, losing 26% after a relatively...New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.1% net profit margin).お知らせ • Dec 31Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025分析記事 • Dec 30Yes Optoelectronics (Group)'s (SZSE:002952) Returns On Capital Tell Us There Is Reason To Feel UneasyTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...分析記事 • Nov 11Optimistic Investors Push Yes Optoelectronics (Group) Co., Ltd. (SZSE:002952) Shares Up 30% But Growth Is LackingDespite an already strong run, Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) shares have been powering on, with...分析記事 • Nov 05Yes Optoelectronics (Group)'s (SZSE:002952) Anemic Earnings Might Be Worse Than You ThinkLast week's earnings announcement from Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) was disappointing to...Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥22.30, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 40x in the Tech industry in China. Total returns to shareholders of 84% over the past three years.お知らせ • Sep 30Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥24.91, the stock trades at a trailing P/E ratio of 72.4x. Average trailing P/E is 35x in the Tech industry in China. Total returns to shareholders of 104% over the past three years.分析記事 • Sep 25Yes Optoelectronics (Group) (SZSE:002952) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Buy Or Sell Opportunity • Aug 16Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to CN¥27.50. The fair value is estimated to be CN¥21.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥22.73, the stock trades at a trailing P/E ratio of 66x. Average trailing P/E is 33x in the Tech industry in China. Total returns to shareholders of 82% over the past three years.分析記事 • Aug 01Calculating The Intrinsic Value Of Yes Optoelectronics (Group) Co., Ltd. (SZSE:002952)Key Insights The projected fair value for Yes Optoelectronics (Group) is CN¥18.43 based on 2 Stage Free Cash Flow to...New Risk • Jul 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 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (7.0% net profit margin).Buy Or Sell Opportunity • Jul 05Now 4.7% overvaluedOver the last 90 days, the stock has fallen 29% to CN¥19.22. The fair value is estimated to be CN¥18.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%.お知らせ • Jun 29Yes Optoelectronics (Group) Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Yes Optoelectronics (Group) Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024Buy Or Sell Opportunity • Jun 18Now 20% overvaluedOver the last 90 days, the stock has fallen 34% to CN¥22.08. The fair value is estimated to be CN¥18.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%.Declared Dividend • May 27Dividend of CN¥0.08 announcedShareholders will receive a dividend of CN¥0.08. Ex-date: 31st May 2024 Payment date: 31st May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.3%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio). However, it is covered by cash flows (89% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 31% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.お知らせ • May 25Yes Optoelectronics (Group) Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 31 May 2024Yes Optoelectronics (Group) Co., Ltd. announced 2023 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 0.80000000. Record date: 30 May 2024. Ex-date: 31 May 2024. Payment date: 31 May 2024.分析記事 • May 22There Are Reasons To Feel Uneasy About Yes Optoelectronics (Group)'s (SZSE:002952) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥27.25, the stock trades at a trailing P/E ratio of 79.2x. Average trailing P/E is 41x in the Tech industry in China. Total returns to shareholders of 115% over the past three years.New Risk • May 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. 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 Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (7.0% net profit margin).お知らせ • Apr 30Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 20, 2024Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Anshan, Liaoning ChinaBuy Or Sell Opportunity • Apr 17Now 29% overvaluedOver the last 90 days, the stock has fallen 38% to CN¥23.39. The fair value is estimated to be CN¥18.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%.分析記事 • Apr 17Yes Optoelectronics (Group) Co., Ltd.'s (SZSE:002952) 28% Share Price Plunge Could Signal Some RiskTo the annoyance of some shareholders, Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) shares are down a...Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥21.46, the stock trades at a trailing P/E ratio of 62.4x. Average trailing P/E is 44x in the Tech industry in China. Total returns to shareholders of 55% over the past three years.お知らせ • Mar 30Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥26.29, the stock trades at a trailing P/E ratio of 76.4x. Average trailing P/E is 50x in the Tech industry in China. Total returns to shareholders of 89% over the past three years.分析記事 • Feb 28Yes Optoelectronics (Group) Co., Ltd.'s (SZSE:002952) 33% Share Price Surge Not Quite Adding UpDespite an already strong run, Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) shares have been powering on, with...Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥26.42, the stock trades at a trailing P/E ratio of 76.8x. Average trailing P/E is 40x in the Tech industry in China. Total returns to shareholders of 105% over the past three years.Board Change • Jan 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Xiaodong Zhang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jan 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.0% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (7.0% net profit margin).お知らせ • Dec 29Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 61%After last week's 61% share price gain to CN¥32.04, the stock trades at a trailing P/E ratio of 40.4x. Average trailing P/E is 52x in the Tech industry in China. Total returns to shareholders of 124% over the past three years.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥19.28, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 49x in the Tech industry in China. Total returns to shareholders of 11% over the past three years.Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥19.15, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 49x in the Tech industry in China. Total returns to shareholders of 18% over the past three years.New Risk • Nov 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 6.5% 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 0.06% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Dividend is not well covered by cash flows (364% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change).New Risk • Nov 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. 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 0.06% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Dividend is not well covered by cash flows (364% cash payout ratio).お知らせ • Sep 30Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023お知らせ • May 24Yes Optoelectronics (Group) Co., Ltd. Approves Cash Dividend for the Year of 2022Yes Optoelectronics (Group) Co., Ltd. approved cash dividend of CNY 4.00000000 per ten shares for the year of 2022, at its Annual General Meeting of 2022 on 19 May 2023.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. Supervior Chang Huang is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥18.11, the stock trades at a trailing P/E ratio of 41.7x. Average trailing P/E is 42x in the Tech industry in China. Total loss to shareholders of 7.1% over the past three years.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥19.18, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 36x in the Tech industry in China. Total loss to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥16.30, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 34x in the Tech industry in China. Total loss to shareholders of 30% over the past three years.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥14.20, the stock trades at a trailing P/E ratio of 54.8x. Average trailing P/E is 45x in the Tech industry in China. Total loss to shareholders of 43% over the past three years.お知らせ • May 29Yes Optoelectronics (Group) Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2021, Payable on 6 June 2022Yes Optoelectronics (Group) Co., Ltd. announced final Cash dividend/10 shares (tax included) (A shares) of CNY 1.60635300 for the year 2021. Record date: 02 June 2022. Ex-date: 06 June 2022. Payment date: 06 June 2022.お知らせ • May 21Yes Optoelectronics (Group) Co., Ltd. Approves Cash DividendYes Optoelectronics (Group) Co., Ltd. held its Annual General Meeting of 2021 on 19 May 2022, during which it approved: Cash dividend/10 shares (tax included): CNY 1.60000000.Valuation Update With 7 Day Price Move • May 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥12.79, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 39x in the Tech industry in China. Total loss to shareholders of 43% over the past three years.お知らせ • Apr 28+ 1 more updateYes Optoelectronics (Group) Co., Ltd. Proposes Final Cash Dividend for the Year 2021Yes Optoelectronics (Group) Co., Ltd. proposed final cash dividend of CNY 1.60000000 per 10 shares (tax included) for the year 2021.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. Supervior Chang Huang is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • May 29Yes Optoelectronics (Group) Co., Ltd. Announces Cash Dividend for the Year 2020, Payable on June 4, 2021Yes Optoelectronics (Group) Co., Ltd. announced cash dividend per 10 shares (tax included) of CNY 3.00000000 for the year 2020, payable on June 4, 2021. Record date is June 3, 2021 and ex-date is June 4, 2021.お知らせ • May 21Yes Optoelectronics (Group) Co., Ltd. Approves Final Cash Dividend for the Year 2020Yes Optoelectronics (Group) Co., Ltd. at its Annual General Meeting of 2020 on 19 May 2021, approved cash dividend of CNY 3.00000000 per 10 shares (tax included) for the year 2020.お知らせ • Apr 27Yes Optoelectronics Co.,Ltd. Proposes Final Cash Dividend for the Year 2020Yes Optoelectronics Co.,Ltd. proposed final cash dividend of CNY 3.00000000 per 10 shares (tax included) for the year 2020.Is New 90 Day High Low • Jan 27New 90-day low: CN¥14.07The company is down 16% from its price of CN¥16.78 on 29 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 9.0% over the same period.Is New 90 Day High Low • Jan 11New 90-day low: CN¥14.15The company is down 18% from its price of CN¥17.35 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 2.0% over the same period.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥15.61, the stock is trading at a trailing P/E ratio of 27x, down from the previous P/E ratio of 32.7x. This compares to an average P/E of 44x in the Tech industry in China. Total return to shareholders over the past year is a loss of 27%.Is New 90 Day High Low • Dec 15New 90-day high: CN¥18.58The company is up 4.0% from its price of CN¥17.90 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is down 2.0% over the same period.お知らせ • Dec 01E Ink Announces Strategic Partnership with Yes Optoelectronics Targeting to Expand the Market of Electronic Shelf LabelsE Ink Holdings, E Ink (8069.TW) announced its strategic partnership with Yes Optoelectronics Co. Ltd., a leading designer and manufacturer of customer LCD panels. The partnership will focus on the research and development of ePaper related modules, product manufacturing, key materials and sales and marketing support. E Ink will provide ePaper film to Yes Optoelectronics to develop and manufacture ePaper modules. E Ink and Yes Optoelectronics will work together to expand ePaper product applications in the IoT space, including electronic shelf labels, smart labels, smart home, smart wearables, smart logistics, smart healthcare, smart transportation, industrial instrumentation and wireless communication. Yes Optoelectronics Co. Ltd. has years of experience in management, research and development in the optoelectronics industry. With their capability in production and manufacturing, and their support from the local government, Yes Optoelectronics will quickly expand their production scale of available modules for ePaper. They can provide a comprehensive "one-stop" service for customers needing ePaper modules. Yes Optoelectronics’ services include the design of optical bonding products with front light, touch control, T-CON products and differentiated product applications such as wireless communication modules. Yes Optoelectronics can also provide products and services of different display technologies in the same application scenario, such as EPD products, BART TFT module products and segmented black and white products with three-layer masks. Yes Optoelectronics has been investing in their R&D team and specialized production line for ePaper products since 2015. They currently have four specialized production lines for ePaper products with a production capacity of two million pieces every month. Yes Optoelectronics plans to increase their production line to eight with the expected production capacity of 3.6 million pieces of ePaper in the first quarter of next year.お知らせ • Oct 19Yes Optoelectronics Co.,Ltd. to Report Q3, 2020 Results on Oct 26, 2020Yes Optoelectronics Co.,Ltd. announced that they will report Q3, 2020 results on Oct 26, 2020Is New 90 Day High Low • Sep 24New 90-day low: CN¥17.06The company is down 3.0% from its price of CN¥17.52 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 4.0% over the same period.収支内訳Yes Optoelectronics (Group) の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SZSE:002952 収益、費用、利益 ( )CNY Millions日付収益収益G+A経費研究開発費31 Mar 2696715432731 Dec 2592511432830 Sep 2586812562830 Jun 2582414522831 Mar 2577114522831 Dec 2472417482830 Sep 2464920332730 Jun 24628-11642831 Mar 2462014632931 Dec 2366423653030 Sep 2379856663330 Jun 23861115343231 Mar 23912129323201 Jan 23885121313330 Sep 2281394323230 Jun 2274771312931 Mar 2265843282601 Jan 2261046272230 Sep 2154449211930 Jun 2150656211831 Mar 2150185221731 Dec 2046486201630 Sep 2045493231630 Jun 2042891241631 Mar 2041775251631 Dec 1944781251730 Sep 1946688251730 Jun 19494100231631 Mar 19504106221631 Dec 1851199221630 Sep 1851192221630 Jun 1851679241631 Mar 1850964192131 Dec 1750768231830 Sep 1748470251330 Jun 174547327931 Mar 174217734031 Dec 1639878161530 Sep 163857430030 Jun 163717028031 Mar 163786631031 Dec 153856132030 Sep 153805240030 Jun 1537452300質の高い収益: 002952にはCN¥8.4M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: 002952の現在の純利益率 (1.6%)は、昨年(1.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 002952の収益は過去 5 年間で年間33.2%減少しました。成長の加速: 002952の過去 1 年間の収益成長率 ( 12.2% ) は、5 年間の平均 ( 年間-33.2%を上回っています。収益対業界: 002952の過去 1 年間の収益成長率 ( 12.2% ) はTech業界4.1%を上回りました。株主資本利益率高いROE: 002952の 自己資本利益率 ( 1.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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2026/05/22 04:41終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yes Optoelectronics (Group) Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Apr 27Full year 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.10 in FY 2024)Full year 2025 results: EPS: CN¥0.07 (down from CN¥0.10 in FY 2024). Revenue: CN¥925.3m (up 28% from FY 2024). Net income: CN¥10.7m (down 36% from FY 2024). Profit margin: 1.2% (down from 2.3% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 31Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Dec 31Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.044 (vs CN¥0.052 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.044 (down from CN¥0.052 in 3Q 2024). Revenue: CN¥236.2m (up 23% from 3Q 2024). Net income: CN¥7.12m (down 16% from 3Q 2024). Profit margin: 3.0% (down from 4.4% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.005 (vs CN¥0.004 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.005 (up from CN¥0.004 in 2Q 2024). Revenue: CN¥237.7m (up 29% from 2Q 2024). Net income: CN¥921.1k (up 35% from 2Q 2024). Profit margin: 0.4% (in line with 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 27Full year 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.10 in FY 2024)Full year 2025 results: EPS: CN¥0.07 (down from CN¥0.10 in FY 2024). Revenue: CN¥925.3m (up 28% from FY 2024). Net income: CN¥10.7m (down 36% from FY 2024). Profit margin: 1.2% (down from 2.3% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 27Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 19, 2026Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Anshan, Liaoning China
New Risk • Apr 06New 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: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).
お知らせ • Mar 31Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Dec 31Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026
Board Change • Dec 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Xingping Sun was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Oct 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 3.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.044 (vs CN¥0.052 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.044 (down from CN¥0.052 in 3Q 2024). Revenue: CN¥236.2m (up 23% from 3Q 2024). Net income: CN¥7.12m (down 16% from 3Q 2024). Profit margin: 3.0% (down from 4.4% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.005 (vs CN¥0.004 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.005 (up from CN¥0.004 in 2Q 2024). Revenue: CN¥237.7m (up 29% from 2Q 2024). Net income: CN¥921.1k (up 35% from 2Q 2024). Profit margin: 0.4% (in line with 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 02Yes Optoelectronics (Group) Co., Ltd. to Report First Half, 2025 Results on Aug 25, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report first half, 2025 results on Aug 25, 2025
Declared Dividend • May 26Dividend reduced to CN¥0.05Dividend of CN¥0.05 is 38% lower than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.3%. Payout Ratios Payout ratio: 62%. Cash payout ratio: 18%.
New Risk • May 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.3% net profit margin).
Reported Earnings • Apr 25Full year 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.14 in FY 2023)Full year 2024 results: EPS: CN¥0.10 (down from CN¥0.14 in FY 2023). Revenue: CN¥724.0m (up 9.0% from FY 2023). Net income: CN¥16.8m (down 28% from FY 2023). Profit margin: 2.3% (down from 3.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Apr 25Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 16, 2025Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 16, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Anshan, Liaoning China
お知らせ • Mar 31Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
分析記事 • Jan 13Risks Still Elevated At These Prices As Yes Optoelectronics (Group) Co., Ltd. (SZSE:002952) Shares Dive 26%Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) shares have had a horrible month, losing 26% after a relatively...
New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.1% net profit margin).
お知らせ • Dec 31Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
分析記事 • Dec 30Yes Optoelectronics (Group)'s (SZSE:002952) Returns On Capital Tell Us There Is Reason To Feel UneasyTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Nov 11Optimistic Investors Push Yes Optoelectronics (Group) Co., Ltd. (SZSE:002952) Shares Up 30% But Growth Is LackingDespite an already strong run, Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) shares have been powering on, with...
分析記事 • Nov 05Yes Optoelectronics (Group)'s (SZSE:002952) Anemic Earnings Might Be Worse Than You ThinkLast week's earnings announcement from Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) was disappointing to...
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥22.30, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 40x in the Tech industry in China. Total returns to shareholders of 84% over the past three years.
お知らせ • Sep 30Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥24.91, the stock trades at a trailing P/E ratio of 72.4x. Average trailing P/E is 35x in the Tech industry in China. Total returns to shareholders of 104% over the past three years.
分析記事 • Sep 25Yes Optoelectronics (Group) (SZSE:002952) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Buy Or Sell Opportunity • Aug 16Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to CN¥27.50. The fair value is estimated to be CN¥21.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥22.73, the stock trades at a trailing P/E ratio of 66x. Average trailing P/E is 33x in the Tech industry in China. Total returns to shareholders of 82% over the past three years.
分析記事 • Aug 01Calculating The Intrinsic Value Of Yes Optoelectronics (Group) Co., Ltd. (SZSE:002952)Key Insights The projected fair value for Yes Optoelectronics (Group) is CN¥18.43 based on 2 Stage Free Cash Flow to...
New Risk • Jul 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 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (7.0% net profit margin).
Buy Or Sell Opportunity • Jul 05Now 4.7% overvaluedOver the last 90 days, the stock has fallen 29% to CN¥19.22. The fair value is estimated to be CN¥18.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%.
お知らせ • Jun 29Yes Optoelectronics (Group) Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Yes Optoelectronics (Group) Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
Buy Or Sell Opportunity • Jun 18Now 20% overvaluedOver the last 90 days, the stock has fallen 34% to CN¥22.08. The fair value is estimated to be CN¥18.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%.
Declared Dividend • May 27Dividend of CN¥0.08 announcedShareholders will receive a dividend of CN¥0.08. Ex-date: 31st May 2024 Payment date: 31st May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.3%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio). However, it is covered by cash flows (89% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 31% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.
お知らせ • May 25Yes Optoelectronics (Group) Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 31 May 2024Yes Optoelectronics (Group) Co., Ltd. announced 2023 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 0.80000000. Record date: 30 May 2024. Ex-date: 31 May 2024. Payment date: 31 May 2024.
分析記事 • May 22There Are Reasons To Feel Uneasy About Yes Optoelectronics (Group)'s (SZSE:002952) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥27.25, the stock trades at a trailing P/E ratio of 79.2x. Average trailing P/E is 41x in the Tech industry in China. Total returns to shareholders of 115% over the past three years.
New Risk • May 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. 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 Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (7.0% net profit margin).
お知らせ • Apr 30Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 20, 2024Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Anshan, Liaoning China
Buy Or Sell Opportunity • Apr 17Now 29% overvaluedOver the last 90 days, the stock has fallen 38% to CN¥23.39. The fair value is estimated to be CN¥18.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%.
分析記事 • Apr 17Yes Optoelectronics (Group) Co., Ltd.'s (SZSE:002952) 28% Share Price Plunge Could Signal Some RiskTo the annoyance of some shareholders, Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) shares are down a...
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥21.46, the stock trades at a trailing P/E ratio of 62.4x. Average trailing P/E is 44x in the Tech industry in China. Total returns to shareholders of 55% over the past three years.
お知らせ • Mar 30Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥26.29, the stock trades at a trailing P/E ratio of 76.4x. Average trailing P/E is 50x in the Tech industry in China. Total returns to shareholders of 89% over the past three years.
分析記事 • Feb 28Yes Optoelectronics (Group) Co., Ltd.'s (SZSE:002952) 33% Share Price Surge Not Quite Adding UpDespite an already strong run, Yes Optoelectronics (Group) Co., Ltd. ( SZSE:002952 ) shares have been powering on, with...
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥26.42, the stock trades at a trailing P/E ratio of 76.8x. Average trailing P/E is 40x in the Tech industry in China. Total returns to shareholders of 105% over the past three years.
Board Change • Jan 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Xiaodong Zhang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jan 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.0% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (7.0% net profit margin).
お知らせ • Dec 29Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 61%After last week's 61% share price gain to CN¥32.04, the stock trades at a trailing P/E ratio of 40.4x. Average trailing P/E is 52x in the Tech industry in China. Total returns to shareholders of 124% over the past three years.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥19.28, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 49x in the Tech industry in China. Total returns to shareholders of 11% over the past three years.
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥19.15, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 49x in the Tech industry in China. Total returns to shareholders of 18% over the past three years.
New Risk • Nov 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 6.5% 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 0.06% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Dividend is not well covered by cash flows (364% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change).
New Risk • Nov 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. 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 0.06% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Dividend is not well covered by cash flows (364% cash payout ratio).
お知らせ • Sep 30Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023
お知らせ • May 24Yes Optoelectronics (Group) Co., Ltd. Approves Cash Dividend for the Year of 2022Yes Optoelectronics (Group) Co., Ltd. approved cash dividend of CNY 4.00000000 per ten shares for the year of 2022, at its Annual General Meeting of 2022 on 19 May 2023.
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. Supervior Chang Huang is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥18.11, the stock trades at a trailing P/E ratio of 41.7x. Average trailing P/E is 42x in the Tech industry in China. Total loss to shareholders of 7.1% over the past three years.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥19.18, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 36x in the Tech industry in China. Total loss to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥16.30, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 34x in the Tech industry in China. Total loss to shareholders of 30% over the past three years.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥14.20, the stock trades at a trailing P/E ratio of 54.8x. Average trailing P/E is 45x in the Tech industry in China. Total loss to shareholders of 43% over the past three years.
お知らせ • May 29Yes Optoelectronics (Group) Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2021, Payable on 6 June 2022Yes Optoelectronics (Group) Co., Ltd. announced final Cash dividend/10 shares (tax included) (A shares) of CNY 1.60635300 for the year 2021. Record date: 02 June 2022. Ex-date: 06 June 2022. Payment date: 06 June 2022.
お知らせ • May 21Yes Optoelectronics (Group) Co., Ltd. Approves Cash DividendYes Optoelectronics (Group) Co., Ltd. held its Annual General Meeting of 2021 on 19 May 2022, during which it approved: Cash dividend/10 shares (tax included): CNY 1.60000000.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥12.79, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 39x in the Tech industry in China. Total loss to shareholders of 43% over the past three years.
お知らせ • Apr 28+ 1 more updateYes Optoelectronics (Group) Co., Ltd. Proposes Final Cash Dividend for the Year 2021Yes Optoelectronics (Group) Co., Ltd. proposed final cash dividend of CNY 1.60000000 per 10 shares (tax included) for the year 2021.
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. Supervior Chang Huang is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • May 29Yes Optoelectronics (Group) Co., Ltd. Announces Cash Dividend for the Year 2020, Payable on June 4, 2021Yes Optoelectronics (Group) Co., Ltd. announced cash dividend per 10 shares (tax included) of CNY 3.00000000 for the year 2020, payable on June 4, 2021. Record date is June 3, 2021 and ex-date is June 4, 2021.
お知らせ • May 21Yes Optoelectronics (Group) Co., Ltd. Approves Final Cash Dividend for the Year 2020Yes Optoelectronics (Group) Co., Ltd. at its Annual General Meeting of 2020 on 19 May 2021, approved cash dividend of CNY 3.00000000 per 10 shares (tax included) for the year 2020.
お知らせ • Apr 27Yes Optoelectronics Co.,Ltd. Proposes Final Cash Dividend for the Year 2020Yes Optoelectronics Co.,Ltd. proposed final cash dividend of CNY 3.00000000 per 10 shares (tax included) for the year 2020.
Is New 90 Day High Low • Jan 27New 90-day low: CN¥14.07The company is down 16% from its price of CN¥16.78 on 29 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Jan 11New 90-day low: CN¥14.15The company is down 18% from its price of CN¥17.35 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 2.0% over the same period.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥15.61, the stock is trading at a trailing P/E ratio of 27x, down from the previous P/E ratio of 32.7x. This compares to an average P/E of 44x in the Tech industry in China. Total return to shareholders over the past year is a loss of 27%.
Is New 90 Day High Low • Dec 15New 90-day high: CN¥18.58The company is up 4.0% from its price of CN¥17.90 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is down 2.0% over the same period.
お知らせ • Dec 01E Ink Announces Strategic Partnership with Yes Optoelectronics Targeting to Expand the Market of Electronic Shelf LabelsE Ink Holdings, E Ink (8069.TW) announced its strategic partnership with Yes Optoelectronics Co. Ltd., a leading designer and manufacturer of customer LCD panels. The partnership will focus on the research and development of ePaper related modules, product manufacturing, key materials and sales and marketing support. E Ink will provide ePaper film to Yes Optoelectronics to develop and manufacture ePaper modules. E Ink and Yes Optoelectronics will work together to expand ePaper product applications in the IoT space, including electronic shelf labels, smart labels, smart home, smart wearables, smart logistics, smart healthcare, smart transportation, industrial instrumentation and wireless communication. Yes Optoelectronics Co. Ltd. has years of experience in management, research and development in the optoelectronics industry. With their capability in production and manufacturing, and their support from the local government, Yes Optoelectronics will quickly expand their production scale of available modules for ePaper. They can provide a comprehensive "one-stop" service for customers needing ePaper modules. Yes Optoelectronics’ services include the design of optical bonding products with front light, touch control, T-CON products and differentiated product applications such as wireless communication modules. Yes Optoelectronics can also provide products and services of different display technologies in the same application scenario, such as EPD products, BART TFT module products and segmented black and white products with three-layer masks. Yes Optoelectronics has been investing in their R&D team and specialized production line for ePaper products since 2015. They currently have four specialized production lines for ePaper products with a production capacity of two million pieces every month. Yes Optoelectronics plans to increase their production line to eight with the expected production capacity of 3.6 million pieces of ePaper in the first quarter of next year.
お知らせ • Oct 19Yes Optoelectronics Co.,Ltd. to Report Q3, 2020 Results on Oct 26, 2020Yes Optoelectronics Co.,Ltd. announced that they will report Q3, 2020 results on Oct 26, 2020
Is New 90 Day High Low • Sep 24New 90-day low: CN¥17.06The company is down 3.0% from its price of CN¥17.52 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 4.0% over the same period.