Lens Technology（300433）株式概要Lens Technology Co., Ltd.は、中国で電子部品の製造・販売を行っている。 詳細300433 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績2/6財務の健全性6/6配当金4/6報酬株価収益率（ 43.7 x） CN市場（ 51.1 x）を下回っています。収益は年間24.05%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析1.93%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る300433 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥28.550.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0145b2016201920222025202620282031Revenue CN¥145.2bEarnings CN¥7.0bAdvancedSet Fair ValueView all narrativesLens Technology Co., Ltd. 競合他社BOE Technology GroupSymbol: SZSE:000725Market cap: CN¥153.9bChaozhou Three-Circle (Group)LtdSymbol: SZSE:300408Market cap: CN¥165.4bAccelink Technologies CoLtdSymbol: SZSE:002281Market cap: CN¥145.8bLingyi iTech (Guangdong)Symbol: SZSE:002600Market cap: CN¥109.7b価格と性能株価の高値、安値、推移の概要Lens Technology過去の株価現在の株価CN¥28.5552週高値CN¥43.4452週安値CN¥19.89ベータ1.051ヶ月の変化-3.77%3ヶ月変化-18.89%1年変化36.15%3年間の変化151.32%5年間の変化11.48%IPOからの変化365.61%最新ニュースBuy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 34% to CN¥25.99. The fair value is estimated to be CN¥21.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Apr 16Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan ChinaMajor Estimate Revision • Apr 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥82.0b to CN¥83.1b. EPS estimate increased from CN¥1.03 to CN¥1.16 per share. Net income forecast to grow 54% next year vs 50% growth forecast for Electronic industry in China. Consensus price target of CN¥32.27 unchanged from last update. Share price rose 7.9% to CN¥30.13 over the past week.Price Target Changed • Apr 09Price target decreased by 7.9% to CN¥32.27Down from CN¥35.05, the current price target is an average from 9 analysts. New target price is 8.8% above last closing price of CN¥29.67. Stock is up 56% over the past year. The company is forecast to post earnings per share of CN¥1.06 for next year compared to CN¥0.79 last year.お知らせ • Apr 02Lens Technology Co., Ltd. Proposes Final Dividend for the Year Ended 31 December 2025, Payable on or Before 6 July 2026Lens Technology Co., Ltd. proposed to pay a cash final dividend of RMB 4.5 per 10 shares (tax inclusive) for the year ended 31 December 2025 to all Shareholders (including A-share and H-share Shareholders). There will be no bonus issue and no capitalisation of capital reserve. The expected payment date of the cash final dividend will be on or before 6 July 2026. This proposed profit distribution plan is subject to the consideration and approval at the 2025 AGM. The Company will announce the date and relevant arrangements of the 2025 AGM in due course.お知らせ • Mar 31Lens Technology Co., Ltd. to Report Q1, 2026 Results on Apr 15, 2026Lens Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 15, 2026最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 34% to CN¥25.99. The fair value is estimated to be CN¥21.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Apr 16Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan ChinaMajor Estimate Revision • Apr 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥82.0b to CN¥83.1b. EPS estimate increased from CN¥1.03 to CN¥1.16 per share. Net income forecast to grow 54% next year vs 50% growth forecast for Electronic industry in China. Consensus price target of CN¥32.27 unchanged from last update. Share price rose 7.9% to CN¥30.13 over the past week.Price Target Changed • Apr 09Price target decreased by 7.9% to CN¥32.27Down from CN¥35.05, the current price target is an average from 9 analysts. New target price is 8.8% above last closing price of CN¥29.67. Stock is up 56% over the past year. The company is forecast to post earnings per share of CN¥1.06 for next year compared to CN¥0.79 last year.お知らせ • Apr 02Lens Technology Co., Ltd. Proposes Final Dividend for the Year Ended 31 December 2025, Payable on or Before 6 July 2026Lens Technology Co., Ltd. proposed to pay a cash final dividend of RMB 4.5 per 10 shares (tax inclusive) for the year ended 31 December 2025 to all Shareholders (including A-share and H-share Shareholders). There will be no bonus issue and no capitalisation of capital reserve. The expected payment date of the cash final dividend will be on or before 6 July 2026. This proposed profit distribution plan is subject to the consideration and approval at the 2025 AGM. The Company will announce the date and relevant arrangements of the 2025 AGM in due course.お知らせ • Mar 31Lens Technology Co., Ltd. to Report Q1, 2026 Results on Apr 15, 2026Lens Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 15, 2026Reported Earnings • Mar 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.79 (up from CN¥0.73 in FY 2024). Revenue: CN¥74.4b (up 6.5% from FY 2024). Net income: CN¥4.02b (up 11% from FY 2024). Profit margin: 5.4% (up from 5.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 17% 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 12% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.0% to CN¥27.88. The fair value is estimated to be CN¥35.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.お知らせ • Jan 29Lens Technology Co., Ltd. Appoints Tang Xiangxi as Independent Non-Executive Director, Chairman of Audit Committee, and Chairman of Remuneration and Appraisal Committee, Effective January 29, 2026Lens Technology Co., Ltd. announced that Mr. Tang Xiangxi has been appointed as an independent non-executive Director, and succeeded Mr. Xie Zhiming’s former roles as the chairman of the Audit Committee and the chairman of the Remuneration and Appraisal Committee. His term of office will commence from the date of approval at the EGM until the expiry of the term of the fifth session of the Board of the Company. Mr. Tang, as a new independent non-executive Director, has confirmed his independence as regards each of the factors referred to in Rules 3.13(1) to (8) of the Hong Kong Listing Rules, that he does not have any past or present financial or other interest in the business of the Company or its subsidiaries, nor any connection with any core connected person of the Company, and that there are no other factors that may affect his independence at the time of his appointment. Upon the appointment of Mr. Tang becoming effective from the date of resolution at the EGM, the Company has recomplied with the requirements of the above Hong Kong Listing Rules and satisfied the terms of reference and procedures of the Audit Committee and the Remuneration and Appraisal Committee regarding each of them consisting of a minimum of three members. The Board comprises: Ms. Chau Kwan Fei, Mr. Cheng Chun Lung and Mr. Rao Qiaobing as executive Directors; and Ms. Wan Wei, Mr. Liu Yue, Mr. Tian Hong and Mr. Tang Xiangxi as independent non-executive Directors. The EGM was held on January 29, 2026.Buy Or Sell Opportunity • Jan 12Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to CN¥42.66. The fair value is estimated to be CN¥34.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥38.69, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 289% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.27 per share.お知らせ • Dec 31Lens Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Lens Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026Price Target Changed • Dec 11Price target increased by 7.2% to CN¥34.49Up from CN¥32.16, the current price target is an average from 10 analysts. New target price is 13% above last closing price of CN¥30.65. Stock is up 37% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥0.73 last year.Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: CN¥0.34 (up from CN¥0.32 in 3Q 2024). Revenue: CN¥20.7b (up 19% from 3Q 2024). Net income: CN¥1.70b (up 13% from 3Q 2024). Profit margin: 8.2% (down from 8.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥28.59, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 211% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.69 per share.お知らせ • Sep 30Lens Technology Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Lens Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025New Risk • Sep 09New 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 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change).Price Target Changed • Aug 28Price target increased by 12% to CN¥30.59Up from CN¥27.26, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥31.82. Stock is up 89% over the past year. The company is forecast to post earnings per share of CN¥0.98 for next year compared to CN¥0.73 last year.お知らせ • Aug 26Lens Technology Co., Ltd. Announces Interim Dividend for the Six Months Ended June 30, 2025, Payable on 24 October 2025Lens Technology Co., Ltd. announced interim dividend of RMB 1 per 10 share for the six months ended June 30, 2025. Ex-dividend date is 16 September 2025. Record date is 23 September 2025. Payment date is 24 October 2025.Reported Earnings • Aug 26Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CN¥0.14 (up from CN¥0.11 in 2Q 2024). Revenue: CN¥15.9b (up 19% from 2Q 2024). Net income: CN¥713.8m (up 29% from 2Q 2024). Profit margin: 4.5% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) also missed analyst estimates by 8.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 40% per year.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥28.34, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 157% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.36 per share.お知らせ • Jul 09Lens Technology Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 4.767829 billion.Lens Technology Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 4.767829 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 118,015,600 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 61,769,400 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 82,471,800 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Transaction Features: New Market Listing; Regulation S; Rule 144Aお知らせ • Jul 02Lens Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Lens Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • Jun 30Lens Technology Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 5.483001 billion.Lens Technology Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 5.483001 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 28,848,400 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 190,293,555 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 82,453,245 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Transaction Features: New Market Listing; Regulation S; Rule 144ADeclared Dividend • Jun 13Dividend increased to CN¥0.40Dividend of CN¥0.40 is 33% higher than last year. Ex-date: 18th June 2025 Payment date: 18th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 95% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Apr 24Price target decreased by 7.1% to CN¥26.14Down from CN¥28.13, the current price target is an average from 7 analysts. New target price is 28% above last closing price of CN¥20.35. Stock is up 51% over the past year. The company is forecast to post earnings per share of CN¥1.02 for next year compared to CN¥0.73 last year.お知らせ • Apr 22Lens Technology Co., Ltd. Approves Final Cash Dividend for 2024Lens Technology Co., Ltd. in its Annual General Meeting of 2024 on 18 April 2025 approved Final cash dividend/10 shares (tax included) of CNY 4.00000000 for 2024.お知らせ • Apr 08Lens Technology Co., Ltd. (SZSE:300433) announces an Equity Buyback for CNY 1,000 million worth of its shares.Lens Technology Co., Ltd. (SZSE:300433) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares.New Risk • Apr 07New 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 11% 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 (11% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to CN¥18.06, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.17 per share.Buy Or Sell Opportunity • Apr 07Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to CN¥18.06. The fair value is estimated to be CN¥24.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.お知らせ • Mar 31Lens Technology Co., Ltd. to Report Q1, 2025 Results on Apr 18, 2025Lens Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 18, 2025お知らせ • Mar 29Lens Technology Co., Ltd. Proposes Final Dividend for 2024Lens Technology Co., Ltd. announced on 28 March 2025 the profit distribution proposal for 2024 as follows: Final Cash dividend per 10 shares (tax included) of CNY 4.00000000.Reported Earnings • Mar 28Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.73 (up from CN¥0.61 in FY 2023). Revenue: CN¥69.9b (up 28% from FY 2023). Net income: CN¥3.62b (up 20% from FY 2023). Profit margin: 5.2% (down from 5.5% in FY 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 9.3%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 47% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 28Lens Technology Co., Ltd., Annual General Meeting, Apr 18, 2025Lens Technology Co., Ltd., Annual General Meeting, Apr 18, 2025, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan ChinaPrice Target Changed • Mar 22Price target increased by 9.7% to CN¥26.71Up from CN¥24.35, the current price target is an average from 9 analysts. New target price is 6.2% above last closing price of CN¥25.14. Stock is up 86% over the past year. The company is forecast to post earnings per share of CN¥0.81 for next year compared to CN¥0.61 last year.New Risk • Jan 31New 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 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.9% average weekly change).お知らせ • Jan 22Lens Technology Co., Ltd. Announces Board AppointmentsLens Technology Co., Ltd. held its 1st Extraordinary General Meeting of 2025 on 20 January 2025, announced the appointment of Tian Hong, independent director, Xie Zhiming, independent director. Chen Xiaoqun, non-employee supervisor.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥26.60, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.77 per share.お知らせ • Dec 31Lens Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025Lens Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025Buy Or Sell Opportunity • Dec 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.6% to CN¥22.42. The fair value is estimated to be CN¥18.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 60% in the next 2 years.Buy Or Sell Opportunity • Dec 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to CN¥22.43. The fair value is estimated to be CN¥18.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.Buy Or Sell Opportunity • Nov 05Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to CN¥22.77. The fair value is estimated to be CN¥18.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.Reported Earnings • Oct 21Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥0.32 (up from CN¥0.22 in 3Q 2023). Revenue: CN¥17.4b (up 27% from 3Q 2023). Net income: CN¥1.51b (up 38% from 3Q 2023). Profit margin: 8.7% (up from 8.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to CN¥22.52. The fair value is estimated to be CN¥18.73, 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, while earnings per share has been flat. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 63% in the next 2 years.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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.お知らせ • Sep 30Lens Technology Co., Ltd. to Report Q3, 2024 Results on Oct 21, 2024Lens Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 21, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥17.65, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥18.54 per share.Reported Earnings • Aug 26Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.097 in 2Q 2023). Revenue: CN¥13.4b (up 29% from 2Q 2023). Net income: CN¥552.1m (up 13% from 2Q 2023). Profit margin: 4.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 15% 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 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 06Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to CN¥16.90. The fair value is estimated to be CN¥13.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Price Target Changed • Jul 15Price target increased by 7.1% to CN¥17.66Up from CN¥16.49, the current price target is an average from 9 analysts. New target price is 9.6% below last closing price of CN¥19.53. Stock is up 58% over the past year. The company is forecast to post earnings per share of CN¥0.79 for next year compared to CN¥0.61 last year.お知らせ • Jun 29Lens Technology Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024Lens Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024New Risk • Apr 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Apr 22Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥0.61 (up from CN¥0.50 in FY 2022). Revenue: CN¥54.5b (up 17% from FY 2022). Net income: CN¥3.02b (up 23% from FY 2022). Profit margin: 5.5% (up from 5.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 11% p.a. on average during the next 2 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 29% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • Mar 30Lens Technology Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Lens Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024Buy Or Sell Opportunity • Mar 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to CN¥13.31. The fair value is estimated to be CN¥10.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.お知らせ • Dec 29Lens Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 22, 2024Lens Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 22, 2024Reported Earnings • Oct 20Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.20 in 3Q 2022). Revenue: CN¥13.6b (up 10.0% from 3Q 2022). Net income: CN¥1.10b (up 2.9% from 3Q 2022). Profit margin: 8.0% (down from 8.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 19Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.097 (up from CN¥0.022 in 2Q 2022). Revenue: CN¥10.3b (up 5.0% from 2Q 2022). Net income: CN¥489.7m (up 359% from 2Q 2022). Profit margin: 4.7% (up from 1.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • May 27Lens Technology Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date of 01 June 2023Lens Technology Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 2.00000000. Record date: 31 May 2023, Ex-date: 01 June 2023 Payment date: 01 June 2023 10 % withholding tax on cash dividend will be deducted in CNY within the cash dividend receivable. Please refer to below details: Tax on cash dividend/10 shares: CNY0.20000000(10% x CNY2.00000000) Net cash dividend/10 shares after tax: CNY1.80000000(CNY2.00000000- CNY0.20000000).お知らせ • May 20Lens Technology Approves Cash Dividend for 2022Lens Technology Co., Ltd. approved profit distribution proposal of final cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022.Reported Earnings • Apr 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.50 (up from CN¥0.42 in FY 2021). Revenue: CN¥46.7b (up 3.1% from FY 2021). Net income: CN¥2.49b (up 20% from FY 2021). Profit margin: 5.3% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 3.4%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 46% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Mar 31Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from CN¥0.639 to CN¥0.817. Revenue forecast steady at CN¥57.3b. Net income forecast to grow 63% next year vs 45% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥12.96. Share price fell 2.7% to CN¥13.51 over the past week.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.42 in FY 2021)Full year 2022 results: EPS: CN¥0.50 (up from CN¥0.42 in FY 2021). Revenue: CN¥46.7b (up 3.1% from FY 2021). Net income: CN¥2.49b (up 20% from FY 2021). Profit margin: 5.3% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Buying Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be CN¥16.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Director Qiao Bing Rao was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.20 (up from CN¥0.20 in 3Q 2021). Revenue: CN¥12.4b (down 1.1% from 3Q 2021). Net income: CN¥1.06b (up 7.6% from 3Q 2021). Profit margin: 8.6% (up from 7.9% in 3Q 2021). Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 26Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: CN¥0.022 (down from CN¥0.22 in 2Q 2021). Revenue: CN¥9.85b (up 4.8% from 2Q 2021). Net income: CN¥106.7m (down 90% from 2Q 2021). Profit margin: 1.1% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 84%. Over the next year, revenue is forecast to grow 33%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Board Change • Jun 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Director Qiao Bing Rao was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • May 27Price target decreased to CN¥14.79Down from CN¥17.14, the current price target is an average from 11 analysts. New target price is 50% above last closing price of CN¥9.89. Stock is down 66% over the past year. The company is forecast to post earnings per share of CN¥0.89 for next year compared to CN¥0.42 last year.お知らせ • May 27Lens Technology Co., Ltd. Announces Final Cash Dividend on A Shares for 2021, Payable on 01 June 2022Lens Technology Co., Ltd. announced final cash dividend of CNY 1.00000000 per 10 shares on A shares for 2021. Record date is 31 May 2022, Ex-date is 01 June 2022 and Payment date is 01 June 2022.Major Estimate Revision • May 24Consensus EPS estimates increase by 52%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from CN¥53.8b to CN¥55.0b. EPS estimate increased from CN¥0.58 to CN¥0.89 per share. Net income forecast to grow 950% next year vs 44% growth forecast for Electronic industry in China. Consensus price target down from CN¥17.14 to CN¥16.31. Share price was steady at CN¥9.60 over the past week.お知らせ • May 20Lens Technology Co., Ltd. Approves Cash Dividend for 2021Lens Technology Co., Ltd. approved cash dividend of CNY 1.00000000 (tax included) per 10 shares for 2021, at its Annual General Meeting of 2021 on 18 May 2022.Price Target Changed • May 01Price target decreased to CN¥19.38Down from CN¥22.29, the current price target is an average from 10 analysts. New target price is 91% above last closing price of CN¥10.16. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥0.60 for next year compared to CN¥0.42 last year.Major Estimate Revision • Apr 29Consensus revenue estimates fall by 17%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥59.6b to CN¥49.7b. EPS estimate fell from CN¥1.17 to CN¥0.55 per share. Net income forecast to grow 752% next year vs 42% growth forecast for Electronic industry in China. Consensus price target down from CN¥22.29 to CN¥20.94. Share price fell 5.9% to CN¥10.16 over the past week.Reported Earnings • Apr 27First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: CN¥0.083 loss per share (down from CN¥0.24 profit in 1Q 2021). Revenue: CN¥9.33b (down 22% from 1Q 2021). Net loss: CN¥411.4m (down 134% from profit in 1Q 2021). Revenue missed analyst estimates by 29%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 27%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26Lens Technology Co., Ltd. Proposes Cash Dividend for 2021Lens Technology Co., Ltd. proposed cash dividend of CNY 1.00000000 (tax included) per 10 shares for 2021.Price Target Changed • Apr 15Price target decreased to CN¥22.29Down from CN¥24.41, the current price target is an average from 10 analysts. New target price is 108% above last closing price of CN¥10.71. Stock is down 59% over the past year. The company is forecast to post earnings per share of CN¥1.17 for next year compared to CN¥0.42 last year.Price Target Changed • Apr 08Price target decreased to CN¥22.91Down from CN¥25.43, the current price target is an average from 11 analysts. New target price is 106% above last closing price of CN¥11.14. Stock is down 56% over the past year. The company is forecast to post earnings per share of CN¥1.34 for next year compared to CN¥0.42 last year.Reported Earnings • Mar 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.42 (down from CN¥1.12 in FY 2020). Revenue: CN¥45.3b (up 23% from FY 2020). Net income: CN¥2.09b (down 57% from FY 2020). Profit margin: 4.6% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) also missed analyst estimates by 56%. Over the next year, revenue is forecast to grow 40%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Price Target Changed • Feb 10Price target decreased to CN¥25.43Down from CN¥27.48, the current price target is an average from 13 analysts. New target price is 67% above last closing price of CN¥15.19. Stock is down 54% over the past year. The company is forecast to post earnings per share of CN¥0.95 for next year compared to CN¥1.12 last year.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥24.68, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 258% over the past three years.Price Target Changed • Nov 01Price target decreased to CN¥30.68Down from CN¥33.22, the current price target is an average from 11 analysts. New target price is 40% above last closing price of CN¥21.99. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥1.12 last year.株主還元300433CN ElectronicCN 市場7D11.1%5.9%3.2%1Y36.1%101.7%36.6%株主還元を見る業界別リターン: 300433過去 1 年間で101.7 % の収益を上げたCN Electronic業界を下回りました。リターン対市場: 300433は、過去 1 年間で36.6 % のリターンをもたらしたCNマーケットと一致しました。価格変動Is 300433's price volatile compared to industry and market?300433 volatility300433 Average Weekly Movement6.8%Electronic Industry Average Movement7.2%Market Average Movement6.3%10% most volatile stocks in CN Market9.9%10% least volatile stocks in CN Market4.1%安定した株価: 300433 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 300433の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1993145,683Kwan Fei Chauwww.hnlens.comLens Technology Co., Ltd.は中国で電子部品の製造・販売を行っている。カバーガラス、金属、サファイア、セラミック、プラスチックなどの素材や、保護パネル、タッチモジュール、バイオメトリクスなどの外観構造を提供。また、機能部品、サポートアクセサリー、固定金型、自社開発の産業用インターネットシステム、生産、テスト、自動化設備も提供している。同社はスマートフォン、スマート・ウェアラブル、タブレット・コンピュータ、ノートブック・コンピュータ、オールインワン・コンピュータ、新エネルギー自動車、スマート家電、太陽光発電製品、その他のアプリケーションにサービスを提供している。Lens Technology Co., Ltd.は1993年に設立され、中国の長沙に拠点を置いている。もっと見るLens Technology Co., Ltd. 基礎のまとめLens Technology の収益と売上を時価総額と比較するとどうか。300433 基礎統計学時価総額CN¥146.70b収益（TTM）CN¥3.44b売上高(TTM)CN¥71.49b43.7xPER（株価収益率2.1xP/Sレシオ300433 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計300433 損益計算書（TTM）収益CN¥71.49b売上原価CN¥60.45b売上総利益CN¥11.04bその他の費用CN¥7.60b収益CN¥3.44b直近の収益報告Mar 31, 2026次回決算日May 12, 2026一株当たり利益（EPS）0.65グロス・マージン15.44%純利益率4.81%有利子負債／自己資本比率18.4%300433 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.9%現在の配当利回り83%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 00:48終値2026/05/08 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Lens Technology Co., Ltd. 16 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。31 アナリスト機関Kexin ZhuBofA Global ResearchKexin ZhuBofA Global ResearchLin SuCCB International Securities Limited28 その他のアナリストを表示
Buy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 34% to CN¥25.99. The fair value is estimated to be CN¥21.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Apr 16Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan China
Major Estimate Revision • Apr 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥82.0b to CN¥83.1b. EPS estimate increased from CN¥1.03 to CN¥1.16 per share. Net income forecast to grow 54% next year vs 50% growth forecast for Electronic industry in China. Consensus price target of CN¥32.27 unchanged from last update. Share price rose 7.9% to CN¥30.13 over the past week.
Price Target Changed • Apr 09Price target decreased by 7.9% to CN¥32.27Down from CN¥35.05, the current price target is an average from 9 analysts. New target price is 8.8% above last closing price of CN¥29.67. Stock is up 56% over the past year. The company is forecast to post earnings per share of CN¥1.06 for next year compared to CN¥0.79 last year.
お知らせ • Apr 02Lens Technology Co., Ltd. Proposes Final Dividend for the Year Ended 31 December 2025, Payable on or Before 6 July 2026Lens Technology Co., Ltd. proposed to pay a cash final dividend of RMB 4.5 per 10 shares (tax inclusive) for the year ended 31 December 2025 to all Shareholders (including A-share and H-share Shareholders). There will be no bonus issue and no capitalisation of capital reserve. The expected payment date of the cash final dividend will be on or before 6 July 2026. This proposed profit distribution plan is subject to the consideration and approval at the 2025 AGM. The Company will announce the date and relevant arrangements of the 2025 AGM in due course.
お知らせ • Mar 31Lens Technology Co., Ltd. to Report Q1, 2026 Results on Apr 15, 2026Lens Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 15, 2026
Buy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 34% to CN¥25.99. The fair value is estimated to be CN¥21.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Apr 16Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan China
Major Estimate Revision • Apr 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥82.0b to CN¥83.1b. EPS estimate increased from CN¥1.03 to CN¥1.16 per share. Net income forecast to grow 54% next year vs 50% growth forecast for Electronic industry in China. Consensus price target of CN¥32.27 unchanged from last update. Share price rose 7.9% to CN¥30.13 over the past week.
Price Target Changed • Apr 09Price target decreased by 7.9% to CN¥32.27Down from CN¥35.05, the current price target is an average from 9 analysts. New target price is 8.8% above last closing price of CN¥29.67. Stock is up 56% over the past year. The company is forecast to post earnings per share of CN¥1.06 for next year compared to CN¥0.79 last year.
お知らせ • Apr 02Lens Technology Co., Ltd. Proposes Final Dividend for the Year Ended 31 December 2025, Payable on or Before 6 July 2026Lens Technology Co., Ltd. proposed to pay a cash final dividend of RMB 4.5 per 10 shares (tax inclusive) for the year ended 31 December 2025 to all Shareholders (including A-share and H-share Shareholders). There will be no bonus issue and no capitalisation of capital reserve. The expected payment date of the cash final dividend will be on or before 6 July 2026. This proposed profit distribution plan is subject to the consideration and approval at the 2025 AGM. The Company will announce the date and relevant arrangements of the 2025 AGM in due course.
お知らせ • Mar 31Lens Technology Co., Ltd. to Report Q1, 2026 Results on Apr 15, 2026Lens Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 15, 2026
Reported Earnings • Mar 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.79 (up from CN¥0.73 in FY 2024). Revenue: CN¥74.4b (up 6.5% from FY 2024). Net income: CN¥4.02b (up 11% from FY 2024). Profit margin: 5.4% (up from 5.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 17% 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 12% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.0% to CN¥27.88. The fair value is estimated to be CN¥35.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
お知らせ • Jan 29Lens Technology Co., Ltd. Appoints Tang Xiangxi as Independent Non-Executive Director, Chairman of Audit Committee, and Chairman of Remuneration and Appraisal Committee, Effective January 29, 2026Lens Technology Co., Ltd. announced that Mr. Tang Xiangxi has been appointed as an independent non-executive Director, and succeeded Mr. Xie Zhiming’s former roles as the chairman of the Audit Committee and the chairman of the Remuneration and Appraisal Committee. His term of office will commence from the date of approval at the EGM until the expiry of the term of the fifth session of the Board of the Company. Mr. Tang, as a new independent non-executive Director, has confirmed his independence as regards each of the factors referred to in Rules 3.13(1) to (8) of the Hong Kong Listing Rules, that he does not have any past or present financial or other interest in the business of the Company or its subsidiaries, nor any connection with any core connected person of the Company, and that there are no other factors that may affect his independence at the time of his appointment. Upon the appointment of Mr. Tang becoming effective from the date of resolution at the EGM, the Company has recomplied with the requirements of the above Hong Kong Listing Rules and satisfied the terms of reference and procedures of the Audit Committee and the Remuneration and Appraisal Committee regarding each of them consisting of a minimum of three members. The Board comprises: Ms. Chau Kwan Fei, Mr. Cheng Chun Lung and Mr. Rao Qiaobing as executive Directors; and Ms. Wan Wei, Mr. Liu Yue, Mr. Tian Hong and Mr. Tang Xiangxi as independent non-executive Directors. The EGM was held on January 29, 2026.
Buy Or Sell Opportunity • Jan 12Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to CN¥42.66. The fair value is estimated to be CN¥34.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥38.69, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 289% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.27 per share.
お知らせ • Dec 31Lens Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Lens Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
Price Target Changed • Dec 11Price target increased by 7.2% to CN¥34.49Up from CN¥32.16, the current price target is an average from 10 analysts. New target price is 13% above last closing price of CN¥30.65. Stock is up 37% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥0.73 last year.
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: CN¥0.34 (up from CN¥0.32 in 3Q 2024). Revenue: CN¥20.7b (up 19% from 3Q 2024). Net income: CN¥1.70b (up 13% from 3Q 2024). Profit margin: 8.2% (down from 8.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥28.59, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 211% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.69 per share.
お知らせ • Sep 30Lens Technology Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Lens Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
New Risk • Sep 09New 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 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change).
Price Target Changed • Aug 28Price target increased by 12% to CN¥30.59Up from CN¥27.26, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥31.82. Stock is up 89% over the past year. The company is forecast to post earnings per share of CN¥0.98 for next year compared to CN¥0.73 last year.
お知らせ • Aug 26Lens Technology Co., Ltd. Announces Interim Dividend for the Six Months Ended June 30, 2025, Payable on 24 October 2025Lens Technology Co., Ltd. announced interim dividend of RMB 1 per 10 share for the six months ended June 30, 2025. Ex-dividend date is 16 September 2025. Record date is 23 September 2025. Payment date is 24 October 2025.
Reported Earnings • Aug 26Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CN¥0.14 (up from CN¥0.11 in 2Q 2024). Revenue: CN¥15.9b (up 19% from 2Q 2024). Net income: CN¥713.8m (up 29% from 2Q 2024). Profit margin: 4.5% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) also missed analyst estimates by 8.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 40% per year.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥28.34, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 157% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.36 per share.
お知らせ • Jul 09Lens Technology Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 4.767829 billion.Lens Technology Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 4.767829 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 118,015,600 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 61,769,400 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 82,471,800 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Transaction Features: New Market Listing; Regulation S; Rule 144A
お知らせ • Jul 02Lens Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Lens Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • Jun 30Lens Technology Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 5.483001 billion.Lens Technology Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 5.483001 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 28,848,400 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 190,293,555 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 82,453,245 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Transaction Features: New Market Listing; Regulation S; Rule 144A
Declared Dividend • Jun 13Dividend increased to CN¥0.40Dividend of CN¥0.40 is 33% higher than last year. Ex-date: 18th June 2025 Payment date: 18th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 95% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Apr 24Price target decreased by 7.1% to CN¥26.14Down from CN¥28.13, the current price target is an average from 7 analysts. New target price is 28% above last closing price of CN¥20.35. Stock is up 51% over the past year. The company is forecast to post earnings per share of CN¥1.02 for next year compared to CN¥0.73 last year.
お知らせ • Apr 22Lens Technology Co., Ltd. Approves Final Cash Dividend for 2024Lens Technology Co., Ltd. in its Annual General Meeting of 2024 on 18 April 2025 approved Final cash dividend/10 shares (tax included) of CNY 4.00000000 for 2024.
お知らせ • Apr 08Lens Technology Co., Ltd. (SZSE:300433) announces an Equity Buyback for CNY 1,000 million worth of its shares.Lens Technology Co., Ltd. (SZSE:300433) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares.
New Risk • Apr 07New 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 11% 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 (11% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to CN¥18.06, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.17 per share.
Buy Or Sell Opportunity • Apr 07Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to CN¥18.06. The fair value is estimated to be CN¥24.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
お知らせ • Mar 31Lens Technology Co., Ltd. to Report Q1, 2025 Results on Apr 18, 2025Lens Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 18, 2025
お知らせ • Mar 29Lens Technology Co., Ltd. Proposes Final Dividend for 2024Lens Technology Co., Ltd. announced on 28 March 2025 the profit distribution proposal for 2024 as follows: Final Cash dividend per 10 shares (tax included) of CNY 4.00000000.
Reported Earnings • Mar 28Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.73 (up from CN¥0.61 in FY 2023). Revenue: CN¥69.9b (up 28% from FY 2023). Net income: CN¥3.62b (up 20% from FY 2023). Profit margin: 5.2% (down from 5.5% in FY 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 9.3%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 47% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 28Lens Technology Co., Ltd., Annual General Meeting, Apr 18, 2025Lens Technology Co., Ltd., Annual General Meeting, Apr 18, 2025, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan China
Price Target Changed • Mar 22Price target increased by 9.7% to CN¥26.71Up from CN¥24.35, the current price target is an average from 9 analysts. New target price is 6.2% above last closing price of CN¥25.14. Stock is up 86% over the past year. The company is forecast to post earnings per share of CN¥0.81 for next year compared to CN¥0.61 last year.
New Risk • Jan 31New 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 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.9% average weekly change).
お知らせ • Jan 22Lens Technology Co., Ltd. Announces Board AppointmentsLens Technology Co., Ltd. held its 1st Extraordinary General Meeting of 2025 on 20 January 2025, announced the appointment of Tian Hong, independent director, Xie Zhiming, independent director. Chen Xiaoqun, non-employee supervisor.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥26.60, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.77 per share.
お知らせ • Dec 31Lens Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025Lens Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025
Buy Or Sell Opportunity • Dec 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.6% to CN¥22.42. The fair value is estimated to be CN¥18.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 60% in the next 2 years.
Buy Or Sell Opportunity • Dec 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to CN¥22.43. The fair value is estimated to be CN¥18.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
Buy Or Sell Opportunity • Nov 05Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to CN¥22.77. The fair value is estimated to be CN¥18.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
Reported Earnings • Oct 21Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥0.32 (up from CN¥0.22 in 3Q 2023). Revenue: CN¥17.4b (up 27% from 3Q 2023). Net income: CN¥1.51b (up 38% from 3Q 2023). Profit margin: 8.7% (up from 8.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to CN¥22.52. The fair value is estimated to be CN¥18.73, 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, while earnings per share has been flat. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 63% in the next 2 years.
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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.
お知らせ • Sep 30Lens Technology Co., Ltd. to Report Q3, 2024 Results on Oct 21, 2024Lens Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 21, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥17.65, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥18.54 per share.
Reported Earnings • Aug 26Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.097 in 2Q 2023). Revenue: CN¥13.4b (up 29% from 2Q 2023). Net income: CN¥552.1m (up 13% from 2Q 2023). Profit margin: 4.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 15% 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 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 06Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to CN¥16.90. The fair value is estimated to be CN¥13.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Price Target Changed • Jul 15Price target increased by 7.1% to CN¥17.66Up from CN¥16.49, the current price target is an average from 9 analysts. New target price is 9.6% below last closing price of CN¥19.53. Stock is up 58% over the past year. The company is forecast to post earnings per share of CN¥0.79 for next year compared to CN¥0.61 last year.
お知らせ • Jun 29Lens Technology Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024Lens Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024
New Risk • Apr 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Apr 22Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥0.61 (up from CN¥0.50 in FY 2022). Revenue: CN¥54.5b (up 17% from FY 2022). Net income: CN¥3.02b (up 23% from FY 2022). Profit margin: 5.5% (up from 5.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 11% p.a. on average during the next 2 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 29% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 30Lens Technology Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Lens Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024
Buy Or Sell Opportunity • Mar 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to CN¥13.31. The fair value is estimated to be CN¥10.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
お知らせ • Dec 29Lens Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 22, 2024Lens Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 22, 2024
Reported Earnings • Oct 20Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.20 in 3Q 2022). Revenue: CN¥13.6b (up 10.0% from 3Q 2022). Net income: CN¥1.10b (up 2.9% from 3Q 2022). Profit margin: 8.0% (down from 8.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 19Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.097 (up from CN¥0.022 in 2Q 2022). Revenue: CN¥10.3b (up 5.0% from 2Q 2022). Net income: CN¥489.7m (up 359% from 2Q 2022). Profit margin: 4.7% (up from 1.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • May 27Lens Technology Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date of 01 June 2023Lens Technology Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 2.00000000. Record date: 31 May 2023, Ex-date: 01 June 2023 Payment date: 01 June 2023 10 % withholding tax on cash dividend will be deducted in CNY within the cash dividend receivable. Please refer to below details: Tax on cash dividend/10 shares: CNY0.20000000(10% x CNY2.00000000) Net cash dividend/10 shares after tax: CNY1.80000000(CNY2.00000000- CNY0.20000000).
お知らせ • May 20Lens Technology Approves Cash Dividend for 2022Lens Technology Co., Ltd. approved profit distribution proposal of final cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022.
Reported Earnings • Apr 23Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.50 (up from CN¥0.42 in FY 2021). Revenue: CN¥46.7b (up 3.1% from FY 2021). Net income: CN¥2.49b (up 20% from FY 2021). Profit margin: 5.3% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 3.4%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 46% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Mar 31Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from CN¥0.639 to CN¥0.817. Revenue forecast steady at CN¥57.3b. Net income forecast to grow 63% next year vs 45% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥12.96. Share price fell 2.7% to CN¥13.51 over the past week.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.42 in FY 2021)Full year 2022 results: EPS: CN¥0.50 (up from CN¥0.42 in FY 2021). Revenue: CN¥46.7b (up 3.1% from FY 2021). Net income: CN¥2.49b (up 20% from FY 2021). Profit margin: 5.3% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be CN¥16.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Director Qiao Bing Rao was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.20 (up from CN¥0.20 in 3Q 2021). Revenue: CN¥12.4b (down 1.1% from 3Q 2021). Net income: CN¥1.06b (up 7.6% from 3Q 2021). Profit margin: 8.6% (up from 7.9% in 3Q 2021). Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 26Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: CN¥0.022 (down from CN¥0.22 in 2Q 2021). Revenue: CN¥9.85b (up 4.8% from 2Q 2021). Net income: CN¥106.7m (down 90% from 2Q 2021). Profit margin: 1.1% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 84%. Over the next year, revenue is forecast to grow 33%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Board Change • Jun 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Director Qiao Bing Rao was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • May 27Price target decreased to CN¥14.79Down from CN¥17.14, the current price target is an average from 11 analysts. New target price is 50% above last closing price of CN¥9.89. Stock is down 66% over the past year. The company is forecast to post earnings per share of CN¥0.89 for next year compared to CN¥0.42 last year.
お知らせ • May 27Lens Technology Co., Ltd. Announces Final Cash Dividend on A Shares for 2021, Payable on 01 June 2022Lens Technology Co., Ltd. announced final cash dividend of CNY 1.00000000 per 10 shares on A shares for 2021. Record date is 31 May 2022, Ex-date is 01 June 2022 and Payment date is 01 June 2022.
Major Estimate Revision • May 24Consensus EPS estimates increase by 52%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from CN¥53.8b to CN¥55.0b. EPS estimate increased from CN¥0.58 to CN¥0.89 per share. Net income forecast to grow 950% next year vs 44% growth forecast for Electronic industry in China. Consensus price target down from CN¥17.14 to CN¥16.31. Share price was steady at CN¥9.60 over the past week.
お知らせ • May 20Lens Technology Co., Ltd. Approves Cash Dividend for 2021Lens Technology Co., Ltd. approved cash dividend of CNY 1.00000000 (tax included) per 10 shares for 2021, at its Annual General Meeting of 2021 on 18 May 2022.
Price Target Changed • May 01Price target decreased to CN¥19.38Down from CN¥22.29, the current price target is an average from 10 analysts. New target price is 91% above last closing price of CN¥10.16. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥0.60 for next year compared to CN¥0.42 last year.
Major Estimate Revision • Apr 29Consensus revenue estimates fall by 17%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥59.6b to CN¥49.7b. EPS estimate fell from CN¥1.17 to CN¥0.55 per share. Net income forecast to grow 752% next year vs 42% growth forecast for Electronic industry in China. Consensus price target down from CN¥22.29 to CN¥20.94. Share price fell 5.9% to CN¥10.16 over the past week.
Reported Earnings • Apr 27First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: CN¥0.083 loss per share (down from CN¥0.24 profit in 1Q 2021). Revenue: CN¥9.33b (down 22% from 1Q 2021). Net loss: CN¥411.4m (down 134% from profit in 1Q 2021). Revenue missed analyst estimates by 29%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 27%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26Lens Technology Co., Ltd. Proposes Cash Dividend for 2021Lens Technology Co., Ltd. proposed cash dividend of CNY 1.00000000 (tax included) per 10 shares for 2021.
Price Target Changed • Apr 15Price target decreased to CN¥22.29Down from CN¥24.41, the current price target is an average from 10 analysts. New target price is 108% above last closing price of CN¥10.71. Stock is down 59% over the past year. The company is forecast to post earnings per share of CN¥1.17 for next year compared to CN¥0.42 last year.
Price Target Changed • Apr 08Price target decreased to CN¥22.91Down from CN¥25.43, the current price target is an average from 11 analysts. New target price is 106% above last closing price of CN¥11.14. Stock is down 56% over the past year. The company is forecast to post earnings per share of CN¥1.34 for next year compared to CN¥0.42 last year.
Reported Earnings • Mar 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.42 (down from CN¥1.12 in FY 2020). Revenue: CN¥45.3b (up 23% from FY 2020). Net income: CN¥2.09b (down 57% from FY 2020). Profit margin: 4.6% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) also missed analyst estimates by 56%. Over the next year, revenue is forecast to grow 40%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Feb 10Price target decreased to CN¥25.43Down from CN¥27.48, the current price target is an average from 13 analysts. New target price is 67% above last closing price of CN¥15.19. Stock is down 54% over the past year. The company is forecast to post earnings per share of CN¥0.95 for next year compared to CN¥1.12 last year.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥24.68, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 258% over the past three years.
Price Target Changed • Nov 01Price target decreased to CN¥30.68Down from CN¥33.22, the current price target is an average from 11 analysts. New target price is 40% above last closing price of CN¥21.99. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥1.12 last year.
