View Future GrowthShannon Semiconductor TechnologyLtd 過去の業績過去 基準チェック /66Shannon Semiconductor TechnologyLtdは、平均年間33.3%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間0.2% 40.7%収益成長率で 成長しています。 Shannon Semiconductor TechnologyLtdの自己資本利益率は39.6%であり、純利益率は3.6%です。主要情報33.30%収益成長率30.85%EPS成長率Electronic 業界の成長10.93%収益成長率40.68%株主資本利益率39.58%ネット・マージン3.63%次回の業績アップデート26 May 2026最近の業績更新Reported Earnings • Apr 08Full year 2025 earnings released: EPS: CN¥1.18 (vs CN¥0.58 in FY 2024)Full year 2025 results: EPS: CN¥1.18 (up from CN¥0.58 in FY 2024). Revenue: CN¥35.3b (up 45% from FY 2024). Net income: CN¥544.2m (up 106% from FY 2024). Profit margin: 1.5% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 92% per year, which means it is well ahead of earnings.お知らせ • Mar 31Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Dec 31Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: CN¥0.44 (vs CN¥0.47 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.44 (down from CN¥0.47 in 3Q 2024). Revenue: CN¥9.28b (up 6.6% from 3Q 2024). Net income: CN¥201.5m (down 3.1% from 3Q 2024). Profit margin: 2.2% (down from 2.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.5% p.a. on average during the next 2 years, while revenues in the Electronic industry in China are expected to grow by 21%. 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 81% per year, which means it is well ahead of earnings.お知らせ • Sep 30Shannon Semiconductor Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 23, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025Reported Earnings • Aug 30Second quarter 2025 earnings released: EPS: CN¥0.28 (vs CN¥0.32 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.28 (down from CN¥0.32 in 2Q 2024). Revenue: CN¥9.22b (up 68% from 2Q 2024). Net income: CN¥141.1m (flat on 2Q 2024). Profit margin: 1.5% (down from 2.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.2% p.a. on average during the next 2 years, while revenues in the Electronic industry in China are expected to grow by 20%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesお知らせ • Apr 24Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 28, 2026Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 28, 2026, at 14:50 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong ChinaReported Earnings • Apr 08Full year 2025 earnings released: EPS: CN¥1.18 (vs CN¥0.58 in FY 2024)Full year 2025 results: EPS: CN¥1.18 (up from CN¥0.58 in FY 2024). Revenue: CN¥35.3b (up 45% from FY 2024). Net income: CN¥544.2m (up 106% from FY 2024). Profit margin: 1.5% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 92% per year, which means it is well ahead of earnings.お知らせ • Mar 31Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Dec 31Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: CN¥0.44 (vs CN¥0.47 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.44 (down from CN¥0.47 in 3Q 2024). Revenue: CN¥9.28b (up 6.6% from 3Q 2024). Net income: CN¥201.5m (down 3.1% from 3Q 2024). Profit margin: 2.2% (down from 2.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.5% p.a. on average during the next 2 years, while revenues in the Electronic industry in China are expected to grow by 21%. 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 81% per year, which means it is well ahead of earnings.お知らせ • Sep 30Shannon Semiconductor Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 23, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025お知らせ • Sep 16Shannon Semiconductor Technology Co.,Ltd. Approves Interim Cash Dividend for the Year 2025Shannon Semiconductor Technology Co.,Ltd. at its Extraordinary General Meeting held on 12 September 2025, approved interim cash dividend/10 shares (tax included) of CNY 0.35000000 for the year 2025.New Risk • Sep 04New 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 7.0% 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 Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin).Reported Earnings • Aug 30Second quarter 2025 earnings released: EPS: CN¥0.28 (vs CN¥0.32 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.28 (down from CN¥0.32 in 2Q 2024). Revenue: CN¥9.22b (up 68% from 2Q 2024). Net income: CN¥141.1m (flat on 2Q 2024). Profit margin: 1.5% (down from 2.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.2% p.a. on average during the next 2 years, while revenues in the Electronic industry in China are expected to grow by 20%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • Aug 28Shannon Semiconductor Technology Co.,Ltd. Proposes Interim Cash Dividend for the Year 2025Shannon Semiconductor Technology Co.,Ltd. at its Extraordinary General Meeting to be held on 12 September 2025, proposed interim cash dividend/10 shares (tax included) of CNY 0.35000000 for the year 2025.お知らせ • Jul 02Shannon Semiconductor Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • Apr 09Shannon Semiconductor Technology Co.,Ltd. Proposes Final Cash Dividend for the Year 2024Shannon Semiconductor Technology Co.,Ltd. announced on 08 April 2025 the profit distribution proposal for 2024 as final cash dividend (tax included) of CNY 0.58000000 per ten shares.Reported Earnings • Apr 08Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.58 (down from CN¥0.84 in FY 2023). Revenue: CN¥24.3b (up 115% from FY 2023). Net income: CN¥264.1m (down 30% from FY 2023). Profit margin: 1.1% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Machinery 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 only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 08Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, Apr 29, 2025Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, Apr 29, 2025, at 14:50 China Standard Time. Location: 22F, Tower B, No. 166, Haide 3rd Road, Nanshan District, Shenzhen, Guangdong ChinaNew 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 27%After last week's 27% share price decline to CN¥27.17, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Machinery industry in China. Total returns to shareholders of 34% over the past three years.お知らせ • Mar 31Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥41.09, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 22x in the Machinery industry in China. Total returns to shareholders of 108% over the past three years.New Risk • Mar 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 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥36.99, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 21x in the Machinery industry in China. Total returns to shareholders of 60% over the past three years.お知らせ • Dec 31Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 08, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 08, 2025Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥29.90, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Machinery industry in China. Total returns to shareholders of 36% over the past three years.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥30.93, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Machinery industry in China. Total returns to shareholders of 46% over the past three years.Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.47 (vs CN¥0.085 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.47 (up from CN¥0.085 in 3Q 2023). Revenue: CN¥8.70b (up 164% from 3Q 2023). Net income: CN¥208.0m (up 418% from 3Q 2023). Profit margin: 2.4% (up from 1.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 16% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.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¥32.38, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Machinery industry in China. Total returns to shareholders of 58% over the past three years.お知らせ • Sep 30Shannon Semiconductor Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 26, 2024Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024New Risk • Sep 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.6% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥27.81, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Machinery industry in China. Total returns to shareholders of 58% over the past three years.New Risk • Aug 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Major Risk Debt is not well covered by operating cash flow (0.6% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.New Risk • Aug 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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to CN¥25.83. The fair value is estimated to be CN¥33.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.Declared Dividend • Jul 05Dividend increased to CN¥0.17Dividend of CN¥0.17 is 19% higher than last year. Ex-date: 10th July 2024 Payment date: 10th July 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Shannon Semiconductor Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shannon Semiconductor Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥29.15, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 16x in the Machinery industry in China. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.08 per share.Buy Or Sell Opportunity • Jun 03Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥36.27. The fair value is estimated to be CN¥29.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.Buy Or Sell Opportunity • May 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to CN¥35.15. The fair value is estimated to be CN¥28.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.New Risk • May 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).お知らせ • Apr 27Shannon Semiconductor Technology Co.,Ltd. Announces Profit Distribution Proposal for 2023Shannon Semiconductor Technology Co.,Ltd. announced on 25 April 2024 the profit distribution proposal for 2023 as Cash dividend/10 shares (tax included): CNY 1.66000000.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.03 (vs CN¥0.20 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.03 (down from CN¥0.20 in 1Q 2023). Revenue: CN¥2.30b (up 47% from 1Q 2023). Net income: CN¥14.1m (down 84% from 1Q 2023). Profit margin: 0.6% (down from 5.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.お知らせ • Apr 26Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 16, 2024Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 16, 2024, at 14:50 China Standard Time. Location: 24F, No. 3176, Keyuan South Road, Nanshan District, Shenzhen, Guangdong Chinaお知らせ • Mar 30Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024お知らせ • Mar 14Fang Haibo completed the acquisition of 5% stake in Shannon Semiconductor Technology Co.,Ltd. (SZSE:300475) from Shenzhen Linghui Jishi Equity Investment Fund Partnership Enterprise (Limited Partnership) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) and Wuhu Hongwei Co-Stone Investment Fund Management Partnership Enterprise (Limited Partnership).Fang Haibo signed a share transfer agreement to acquire 5% stake in Shannon Semiconductor Technology Co.,Ltd. (SZSE:300475) from Shenzhen Linghui Jishi Equity Investment Fund Partnership Enterprise (Limited Partnership) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) and Wuhu Hongwei Co-Stone Investment Fund Management Partnership Enterprise (Limited Partnership) for approximately CNY 570 million on January 16, 2024. Fang Haibo will pay CNY 24.8 per share as consideration. The 20% transfer price of CNY 113.5 million shall be paid within fifteen days of agreement signing and the remaining balance shall be paid within one month after the date of transfer shares registration. Fang Haibo completed the acquisition of 5% stake in Shannon Semiconductor Technology Co.,Ltd. (SZSE:300475) from Shenzhen Linghui Jishi Equity Investment Fund Partnership Enterprise (Limited Partnership) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) and Wuhu Hongwei Co-Stone Investment Fund Management Partnership Enterprise (Limited Partnership) on March 12, 2024.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥34.42, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Machinery industry in China. Total returns to shareholders of 169% over the past three years.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥24.95, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Machinery industry in China. Total returns to shareholders of 112% over the past three years.お知らせ • Dec 29Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥33.85, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 18x in the Machinery industry in China. Total returns to shareholders of 182% over the past three years.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.23, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the Machinery industry in China. Total returns to shareholders of 144% over the past three years.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.085 (vs CN¥0.023 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.085 (up from CN¥0.023 loss in 3Q 2022). Revenue: CN¥3.30b (up 56% from 3Q 2022). Net income: CN¥40.2m (up CN¥49.6m from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥28.61, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 18x in the Machinery industry in China. Total returns to shareholders of 144% over the past three years.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.26 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (down from CN¥0.26 in 2Q 2022). Revenue: CN¥2.76b (down 43% from 2Q 2022). Net income: CN¥91.1m (down 17% from 2Q 2022). Profit margin: 3.3% (up from 2.3% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥30.90, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Machinery industry in China. Total returns to shareholders of 202% over the past three years.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥31.00, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Machinery industry in China. Total returns to shareholders of 251% over the past three years.お知らせ • Jun 29Shannon Semiconductor Technology Co.,Ltd. Announces Final Dividend on A Shares for the Year 2022, Payable on July 5, 2023Shannon Semiconductor Technology Co.,Ltd. announced final cash dividend/10 shares (tax included) of CNY 1.40000000 on A shares for the year 2022. Record date is July 4, 2023. Ex-date is July 5, 2023. Payment date is July 5, 2023.New Risk • Jun 26New 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 9.1% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.1% average weekly change). High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (8.9% increase in shares outstanding).Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥23.10, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Machinery industry in China. Total returns to shareholders of 217% over the past three years.Reported Earnings • Apr 17Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: CN¥0.75 (up from CN¥0.53 in FY 2021). Revenue: CN¥13.8b (up 50% from FY 2021). Net income: CN¥313.7m (up 40% from FY 2021). Profit margin: 2.3% (down from 2.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10.0%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥20.50, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Machinery industry in China. Total returns to shareholders of 182% over the past three years.お知らせ • Feb 17Shannon Semiconductor Technology Co.,Ltd. has completed a Follow-on Equity Offering in the amount of CNY 422.94 million.Shannon Semiconductor Technology Co.,Ltd. has completed a Follow-on Equity Offering in the amount of CNY 422.94 million. Security Name: A Shares Security Type: Common Stock Securities Offered: 42,000,000 Price\Range: CNY 10.07 Transaction Features: Rights Offeringお知らせ • Feb 03Shannon Semiconductor Technology Co.,Ltd. announced that it expects to receive CNY 423.1 million in fundingShannon Semiconductor Technology Co.,Ltd. announced that it will raise CNY 423.1 million in funding on February 2, 2023. The company will issue common shares in the transaction.Board Change • Nov 16High number of new directorsChairman of the Supervisory Board Jianbiao Song was the last director to join the board, commencing their role in 2021.Reported Earnings • Oct 27Third quarter 2022 earnings released: CN¥0.023 loss per share (vs CN¥0.17 profit in 3Q 2021)Third quarter 2022 results: CN¥0.023 loss per share (down from CN¥0.17 profit in 3Q 2021). Revenue: CN¥2.12b (down 53% from 3Q 2021). Net loss: CN¥9.48m (down 112% from profit in 3Q 2021). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥30.05 (vs CN¥0.027 in 2Q 2021)Second quarter 2022 results: EPS: CN¥30.05 (up from CN¥0.027 in 2Q 2021). Revenue: CN¥23.4b (up CN¥23.3b from 2Q 2021). Net income: CN¥1.75b (up CN¥1.74b from 2Q 2021). Profit margin: 7.5% (down from 15% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.Board Change • Aug 11High 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. Independent Director Chaoyang Li is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥22.27, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 37x in the Machinery industry in China. Total returns to shareholders of 245% over the past three years.お知らせ • Jul 14Shannon Semiconductor Technology Co., Ltd. Announces Final Cash Dividend on A Shares for 2021, Payable on 19 July 2022Shannon Semiconductor Technology Co., Ltd. announced final cash dividend of CNY 1.07000000 per 10 shares on A shares for 2021. Record date: 18 July 2022, Ex-date: 19 July 2022 and Payment date: 19 July 2022.お知らせ • May 31Shannon Semiconductor Technology Co., Ltd. Approves Final Cash Dividend for the Year 2021Shannon Semiconductor Technology Co., Ltd. approved final Cash dividend/10 shares (tax included): CNY 1.07000000 for the year 2021, at its Annual General Meeting of 2021 held on 27 May 2022.Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.12 in 1Q 2021). Revenue: CN¥3.76b (up CN¥3.69b from 1Q 2021). Net income: CN¥54.9m (up 9.4% from 1Q 2021). Profit margin: 1.5% (down from 69% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 57% per year.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Independent Director Xin Li is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 19+ 1 more updateShannon Semiconductor Technology Co., Ltd. Announces Final Cash Dividend Proposal for 2021Shannon Semiconductor Technology Co., Ltd. announced on April 18, 2022 the profit distribution proposal for 2021. The company announced final cash dividend/10 shares (tax included) of CNY 1.07000000.Reported Earnings • Apr 17Full year 2021 earnings released: EPS: CN¥0.53 (vs CN¥0.15 in FY 2020)Full year 2021 results: EPS: CN¥0.53 (up from CN¥0.15 in FY 2020). Revenue: CN¥9.21b (up CN¥8.94b from FY 2020). Net income: CN¥223.9m (up 248% from FY 2020). Profit margin: 2.4% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥23.92, the stock trades at a trailing P/E ratio of 61.6x. Average trailing P/E is 37x in the Machinery industry in China. Total returns to shareholders of 528% over the past three years.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.04 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥4.49b (up CN¥4.41b from 3Q 2020). Net income: CN¥79.6m (up 331% from 3Q 2020). Profit margin: 1.8% (down from 23% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS CN¥0.027 (vs CN¥0.031 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥73.8m (up 23% from 2Q 2020). Net income: CN¥10.8m (down 13% from 2Q 2020). Profit margin: 15% (down from 21% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.029 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥72.3m (up 52% from 1Q 2020). Net income: CN¥50.2m (up 355% from 1Q 2020). Profit margin: 69% (up from 23% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥0.15 (vs CN¥0.16 in FY 2019)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2020 results: Revenue: CN¥264.8m (down 12% from FY 2019). Net income: CN¥64.4m (flat on FY 2019). Profit margin: 24% (up from 22% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 05New 90-day high: CN¥13.50The company is up 12% from its price of CN¥12.09 on 04 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 2.0% over the same period.お知らせ • Feb 25Anhui Julong Transmission Technology Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Anhui Julong Transmission Technology Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021お知らせ • Jan 31Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475) signed an agreement to acquire UFCT Technology Co., Ltd. from Shenzhen Yitoa Chuangtai Technology Co., Ltd. for CNY 1.8 billion.Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475) signed an agreement to acquire UFCT Technology Co., Ltd. from Shenzhen Yitoa Chuangtai Technology Co., Ltd. for CNY 1.8 billion on January 28, 2021. The consideration is payable in cash. After preliminary negotiation between the two parties, the initial transaction price of the underlying assets is between CNY 1.6 billion and CNY 1.8 billion. The final transaction price of the underlying asset will be based on the evaluation results. As on August 31, 2020, UFCT Technology Co., Ltd. reported total and net assets of CNY 1.3 billion and 337.1 million. On January 28, 2021, the Board of Directors and Supervisors of Anhui Julong Transmission Technology Co., Ltd. approved the deal. The shareholders of Shenzhen Yitoa Chuangtai unanimously passed the deal. The deal requires further approval from Board of Anhui Julong Transmission, shareholders of Anhui Julong Transmission, Anhui Provincial Department of Commerce and The Anhui Provincial Development and Reform Commission's filing procedures etc.Is New 90 Day High Low • Jan 13New 90-day low: CN¥8.56The company is down 29% from its price of CN¥12.13 on 15 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 6.0% over the same period.Is New 90 Day High Low • Dec 28New 90-day low: CN¥9.74The company is down 13% from its price of CN¥11.24 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 12New 90-day low: CN¥11.16The company is down 1.0% from its price of CN¥11.23 on 11 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 4.0% over the same period.Is New 90 Day High Low • Nov 19New 90-day high: CN¥13.85The company is up 43% from its price of CN¥9.66 on 21 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 2.0% over the same period.お知らせ • Oct 02Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475), Hangzhou Jintai Equity Investment Partnership (Limited Partnership) and nine other enterprises agreed to acquire an unknown stake in Forehope Electronic (Ningbo) Limited Company from Zhejiang Yongshunxin Electronics Co., Ltd., Ningbo Jingxin Enterprise Management Consulting Partnership, Ningbo Jingshun Enterprise Management Consulting Partnership (Limited Partnership), Wang Shunbo and others for approximately CNY 110 million.Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475), Hangzhou Jintai Equity Investment Partnership (Limited Partnership) and nine other enterprises agreed to acquire an unknown stake in Forehope Electronic (Ningbo) Limited Company from Zhejiang Yongshunxin Electronics Co., Ltd., Ningbo Jingxin Enterprise Management Consulting Partnership (Limited Partnership), Ningbo Jingshun Enterprise Management Consulting Partnership (Limited Partnership), Wang Shunbo and others for approximately CNY 110 million on September 28, 2020. As part of the transaction, Anhui Julong Transmission Technology Co., Ltd., Hangzhou Jintai Equity Investment Partnership (Limited Partnership) and nine other enterprises will acquire 7.4 million shares in Forehope Electronic (Ningbo) Limited Company at a price of CNY 15 per share. In a related transaction, Anhui Julong Transmission Technology Co., Ltd. and twelve others enterprises will subscribe to 35.66 million shares of Forehope Electronic (Ningbo) Limited Company at a price of CNY 15 per share. Post completion Anhui Julong Transmission Technology Co., Ltd. will hold 2.18% stake in Forehope Electronic (Ningbo) Limited Company through share transfer and capital increase. As on June 30, 2020, Forehope Electronic (Ningbo) reported total assets of CNY 1.5 billion and net assets of CNY 446 million.お知らせ • Aug 20Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) cancelled the acquisition of an additional 9% stake in Anhui Julong Transmission Technology Co., Ltd.Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) made an offer to acquire additional 9% stake in Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475) for approximately CNY 310 million on June 19, 2020. Under the terms, 37.8 million shares will be acquired at a price of CNY 8.17 per share. As of July 15, 2020, the offer price was changed to CNY 8.18 per share. If the number of the shares tendered exceeds 37.8 million, then Shenzhen Lingxin will purchase the pre-accepted shares in proportion. The minimum number of acceptances should be 29.4 million shares or 7% of Anhui Julong’s shares. The tender offer period will not be less than 30 days and not more than 60 days from the date of tender offer report announcement. The tender offer starts on July 16, 2020 and will end on August 14, 2020. Shengang Securities Co., Ltd. acted as financial advisor and Shengang Securities Co., Ltd. acted as legal advisor to Shenzhen Lingxin in the transaction. Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) cancelled the acquisition of an additional 9% stake in Anhui Julong Transmission Technology Co., Ltd. on August 19, 2020. The number of shares pre-accepted for the tender offer did not reach the number required by the conditions for the tender offer to take effect.お知らせ • Aug 13Anhui Julong Transmission Technology Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Anhui Julong Transmission Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020収支内訳Shannon Semiconductor TechnologyLtd 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:300475 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 2651,1101,8556152031 Dec 2535,2515452991930 Sep 2534,1602592891830 Jun 2533,5882662802031 Mar 2529,8742672862031 Dec 2424,2712642622130 Sep 2420,1435251951930 Jun 2414,7413571631531 Mar 2412,0023061141331 Dec 2311,2683781131130 Sep 2310,6393751031130 Jun 239,460326971231 Mar 2311,577344921201 Jan 2313,772314921330 Sep 2215,336239941030 Jun 2217,705328102931 Mar 2212,89722999931 Dec 219,20622489830 Sep 214,713163681030 Jun 21303102471131 Mar 21290104471131 Dec 2026564391130 Sep 2027552471130 Jun 2027653481131 Mar 2029156531331 Dec 1930165581530 Sep 1931963611730 Jun 1932259691931 Mar 1931353622031 Dec 1830733652130 Sep 1838061702230 Jun 1840767602831 Mar 1843275642331 Dec 1747787681830 Sep 1743668711130 Jun 174697680031 Mar 174717981031 Dec 164819779030 Sep 1644310663030 Jun 1640710566031 Mar 1639010761031 Dec 1538510562030 Sep 1542211864030 Jun 15442129670質の高い収益: 300475は 高品質の収益 を持っています。利益率の向上: 300475の現在の純利益率 (3.6%)は、昨年(0.9%)よりも高くなっています。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: 300475の収益は過去 5 年間で年間33.3%増加しました。成長の加速: 300475の過去 1 年間の収益成長率 ( 595.6% ) は、5 年間の平均 ( 年間33.3%を上回っています。収益対業界: 300475の過去 1 年間の収益成長率 ( 595.6% ) はElectronic業界9.4%を上回りました。株主資本利益率高いROE: 300475の 自己資本利益率 ( 39.6% ) は 高い 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 03:04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Shannon Semiconductor Technology 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 08Full year 2025 earnings released: EPS: CN¥1.18 (vs CN¥0.58 in FY 2024)Full year 2025 results: EPS: CN¥1.18 (up from CN¥0.58 in FY 2024). Revenue: CN¥35.3b (up 45% from FY 2024). Net income: CN¥544.2m (up 106% from FY 2024). Profit margin: 1.5% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 92% per year, which means it is well ahead of earnings.
お知らせ • Mar 31Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Dec 31Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: CN¥0.44 (vs CN¥0.47 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.44 (down from CN¥0.47 in 3Q 2024). Revenue: CN¥9.28b (up 6.6% from 3Q 2024). Net income: CN¥201.5m (down 3.1% from 3Q 2024). Profit margin: 2.2% (down from 2.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.5% p.a. on average during the next 2 years, while revenues in the Electronic industry in China are expected to grow by 21%. 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 81% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Shannon Semiconductor Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 23, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025
Reported Earnings • Aug 30Second quarter 2025 earnings released: EPS: CN¥0.28 (vs CN¥0.32 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.28 (down from CN¥0.32 in 2Q 2024). Revenue: CN¥9.22b (up 68% from 2Q 2024). Net income: CN¥141.1m (flat on 2Q 2024). Profit margin: 1.5% (down from 2.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.2% p.a. on average during the next 2 years, while revenues in the Electronic industry in China are expected to grow by 20%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • Apr 24Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 28, 2026Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 28, 2026, at 14:50 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
Reported Earnings • Apr 08Full year 2025 earnings released: EPS: CN¥1.18 (vs CN¥0.58 in FY 2024)Full year 2025 results: EPS: CN¥1.18 (up from CN¥0.58 in FY 2024). Revenue: CN¥35.3b (up 45% from FY 2024). Net income: CN¥544.2m (up 106% from FY 2024). Profit margin: 1.5% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 92% per year, which means it is well ahead of earnings.
お知らせ • Mar 31Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Dec 31Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: CN¥0.44 (vs CN¥0.47 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.44 (down from CN¥0.47 in 3Q 2024). Revenue: CN¥9.28b (up 6.6% from 3Q 2024). Net income: CN¥201.5m (down 3.1% from 3Q 2024). Profit margin: 2.2% (down from 2.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.5% p.a. on average during the next 2 years, while revenues in the Electronic industry in China are expected to grow by 21%. 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 81% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Shannon Semiconductor Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 23, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025
お知らせ • Sep 16Shannon Semiconductor Technology Co.,Ltd. Approves Interim Cash Dividend for the Year 2025Shannon Semiconductor Technology Co.,Ltd. at its Extraordinary General Meeting held on 12 September 2025, approved interim cash dividend/10 shares (tax included) of CNY 0.35000000 for the year 2025.
New Risk • Sep 04New 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 7.0% 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 Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (0.8% net profit margin).
Reported Earnings • Aug 30Second quarter 2025 earnings released: EPS: CN¥0.28 (vs CN¥0.32 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.28 (down from CN¥0.32 in 2Q 2024). Revenue: CN¥9.22b (up 68% from 2Q 2024). Net income: CN¥141.1m (flat on 2Q 2024). Profit margin: 1.5% (down from 2.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.2% p.a. on average during the next 2 years, while revenues in the Electronic industry in China are expected to grow by 20%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • Aug 28Shannon Semiconductor Technology Co.,Ltd. Proposes Interim Cash Dividend for the Year 2025Shannon Semiconductor Technology Co.,Ltd. at its Extraordinary General Meeting to be held on 12 September 2025, proposed interim cash dividend/10 shares (tax included) of CNY 0.35000000 for the year 2025.
お知らせ • Jul 02Shannon Semiconductor Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • Apr 09Shannon Semiconductor Technology Co.,Ltd. Proposes Final Cash Dividend for the Year 2024Shannon Semiconductor Technology Co.,Ltd. announced on 08 April 2025 the profit distribution proposal for 2024 as final cash dividend (tax included) of CNY 0.58000000 per ten shares.
Reported Earnings • Apr 08Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.58 (down from CN¥0.84 in FY 2023). Revenue: CN¥24.3b (up 115% from FY 2023). Net income: CN¥264.1m (down 30% from FY 2023). Profit margin: 1.1% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Machinery 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 only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 08Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, Apr 29, 2025Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, Apr 29, 2025, at 14:50 China Standard Time. Location: 22F, Tower B, No. 166, Haide 3rd Road, Nanshan District, Shenzhen, Guangdong China
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 27%After last week's 27% share price decline to CN¥27.17, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Machinery industry in China. Total returns to shareholders of 34% over the past three years.
お知らせ • Mar 31Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥41.09, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 22x in the Machinery industry in China. Total returns to shareholders of 108% over the past three years.
New Risk • Mar 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 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥36.99, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 21x in the Machinery industry in China. Total returns to shareholders of 60% over the past three years.
お知らせ • Dec 31Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 08, 2025Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 08, 2025
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥29.90, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Machinery industry in China. Total returns to shareholders of 36% over the past three years.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥30.93, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Machinery industry in China. Total returns to shareholders of 46% over the past three years.
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.47 (vs CN¥0.085 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.47 (up from CN¥0.085 in 3Q 2023). Revenue: CN¥8.70b (up 164% from 3Q 2023). Net income: CN¥208.0m (up 418% from 3Q 2023). Profit margin: 2.4% (up from 1.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 16% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.
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¥32.38, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Machinery industry in China. Total returns to shareholders of 58% over the past three years.
お知らせ • Sep 30Shannon Semiconductor Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 26, 2024Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
New Risk • Sep 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (0.6% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥27.81, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Machinery industry in China. Total returns to shareholders of 58% over the past three years.
New Risk • Aug 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Major Risk Debt is not well covered by operating cash flow (0.6% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.
New Risk • Aug 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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).
Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to CN¥25.83. The fair value is estimated to be CN¥33.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
Declared Dividend • Jul 05Dividend increased to CN¥0.17Dividend of CN¥0.17 is 19% higher than last year. Ex-date: 10th July 2024 Payment date: 10th July 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Shannon Semiconductor Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shannon Semiconductor Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥29.15, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 16x in the Machinery industry in China. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.08 per share.
Buy Or Sell Opportunity • Jun 03Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥36.27. The fair value is estimated to be CN¥29.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
Buy Or Sell Opportunity • May 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to CN¥35.15. The fair value is estimated to be CN¥28.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
New Risk • May 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
お知らせ • Apr 27Shannon Semiconductor Technology Co.,Ltd. Announces Profit Distribution Proposal for 2023Shannon Semiconductor Technology Co.,Ltd. announced on 25 April 2024 the profit distribution proposal for 2023 as Cash dividend/10 shares (tax included): CNY 1.66000000.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.03 (vs CN¥0.20 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.03 (down from CN¥0.20 in 1Q 2023). Revenue: CN¥2.30b (up 47% from 1Q 2023). Net income: CN¥14.1m (down 84% from 1Q 2023). Profit margin: 0.6% (down from 5.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.
お知らせ • Apr 26Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 16, 2024Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 16, 2024, at 14:50 China Standard Time. Location: 24F, No. 3176, Keyuan South Road, Nanshan District, Shenzhen, Guangdong China
お知らせ • Mar 30Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
お知らせ • Mar 14Fang Haibo completed the acquisition of 5% stake in Shannon Semiconductor Technology Co.,Ltd. (SZSE:300475) from Shenzhen Linghui Jishi Equity Investment Fund Partnership Enterprise (Limited Partnership) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) and Wuhu Hongwei Co-Stone Investment Fund Management Partnership Enterprise (Limited Partnership).Fang Haibo signed a share transfer agreement to acquire 5% stake in Shannon Semiconductor Technology Co.,Ltd. (SZSE:300475) from Shenzhen Linghui Jishi Equity Investment Fund Partnership Enterprise (Limited Partnership) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) and Wuhu Hongwei Co-Stone Investment Fund Management Partnership Enterprise (Limited Partnership) for approximately CNY 570 million on January 16, 2024. Fang Haibo will pay CNY 24.8 per share as consideration. The 20% transfer price of CNY 113.5 million shall be paid within fifteen days of agreement signing and the remaining balance shall be paid within one month after the date of transfer shares registration. Fang Haibo completed the acquisition of 5% stake in Shannon Semiconductor Technology Co.,Ltd. (SZSE:300475) from Shenzhen Linghui Jishi Equity Investment Fund Partnership Enterprise (Limited Partnership) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) and Wuhu Hongwei Co-Stone Investment Fund Management Partnership Enterprise (Limited Partnership) on March 12, 2024.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥34.42, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Machinery industry in China. Total returns to shareholders of 169% over the past three years.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥24.95, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Machinery industry in China. Total returns to shareholders of 112% over the past three years.
お知らせ • Dec 29Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥33.85, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 18x in the Machinery industry in China. Total returns to shareholders of 182% over the past three years.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.23, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the Machinery industry in China. Total returns to shareholders of 144% over the past three years.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.085 (vs CN¥0.023 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.085 (up from CN¥0.023 loss in 3Q 2022). Revenue: CN¥3.30b (up 56% from 3Q 2022). Net income: CN¥40.2m (up CN¥49.6m from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥28.61, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 18x in the Machinery industry in China. Total returns to shareholders of 144% over the past three years.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.26 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (down from CN¥0.26 in 2Q 2022). Revenue: CN¥2.76b (down 43% from 2Q 2022). Net income: CN¥91.1m (down 17% from 2Q 2022). Profit margin: 3.3% (up from 2.3% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥30.90, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Machinery industry in China. Total returns to shareholders of 202% over the past three years.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥31.00, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Machinery industry in China. Total returns to shareholders of 251% over the past three years.
お知らせ • Jun 29Shannon Semiconductor Technology Co.,Ltd. Announces Final Dividend on A Shares for the Year 2022, Payable on July 5, 2023Shannon Semiconductor Technology Co.,Ltd. announced final cash dividend/10 shares (tax included) of CNY 1.40000000 on A shares for the year 2022. Record date is July 4, 2023. Ex-date is July 5, 2023. Payment date is July 5, 2023.
New Risk • Jun 26New 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 9.1% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.1% average weekly change). High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (8.9% increase in shares outstanding).
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥23.10, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Machinery industry in China. Total returns to shareholders of 217% over the past three years.
Reported Earnings • Apr 17Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: CN¥0.75 (up from CN¥0.53 in FY 2021). Revenue: CN¥13.8b (up 50% from FY 2021). Net income: CN¥313.7m (up 40% from FY 2021). Profit margin: 2.3% (down from 2.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10.0%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥20.50, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Machinery industry in China. Total returns to shareholders of 182% over the past three years.
お知らせ • Feb 17Shannon Semiconductor Technology Co.,Ltd. has completed a Follow-on Equity Offering in the amount of CNY 422.94 million.Shannon Semiconductor Technology Co.,Ltd. has completed a Follow-on Equity Offering in the amount of CNY 422.94 million. Security Name: A Shares Security Type: Common Stock Securities Offered: 42,000,000 Price\Range: CNY 10.07 Transaction Features: Rights Offering
お知らせ • Feb 03Shannon Semiconductor Technology Co.,Ltd. announced that it expects to receive CNY 423.1 million in fundingShannon Semiconductor Technology Co.,Ltd. announced that it will raise CNY 423.1 million in funding on February 2, 2023. The company will issue common shares in the transaction.
Board Change • Nov 16High number of new directorsChairman of the Supervisory Board Jianbiao Song was the last director to join the board, commencing their role in 2021.
Reported Earnings • Oct 27Third quarter 2022 earnings released: CN¥0.023 loss per share (vs CN¥0.17 profit in 3Q 2021)Third quarter 2022 results: CN¥0.023 loss per share (down from CN¥0.17 profit in 3Q 2021). Revenue: CN¥2.12b (down 53% from 3Q 2021). Net loss: CN¥9.48m (down 112% from profit in 3Q 2021). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Machinery industry in China. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥30.05 (vs CN¥0.027 in 2Q 2021)Second quarter 2022 results: EPS: CN¥30.05 (up from CN¥0.027 in 2Q 2021). Revenue: CN¥23.4b (up CN¥23.3b from 2Q 2021). Net income: CN¥1.75b (up CN¥1.74b from 2Q 2021). Profit margin: 7.5% (down from 15% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.
Board Change • Aug 11High 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. Independent Director Chaoyang Li is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥22.27, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 37x in the Machinery industry in China. Total returns to shareholders of 245% over the past three years.
お知らせ • Jul 14Shannon Semiconductor Technology Co., Ltd. Announces Final Cash Dividend on A Shares for 2021, Payable on 19 July 2022Shannon Semiconductor Technology Co., Ltd. announced final cash dividend of CNY 1.07000000 per 10 shares on A shares for 2021. Record date: 18 July 2022, Ex-date: 19 July 2022 and Payment date: 19 July 2022.
お知らせ • May 31Shannon Semiconductor Technology Co., Ltd. Approves Final Cash Dividend for the Year 2021Shannon Semiconductor Technology Co., Ltd. approved final Cash dividend/10 shares (tax included): CNY 1.07000000 for the year 2021, at its Annual General Meeting of 2021 held on 27 May 2022.
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.12 in 1Q 2021). Revenue: CN¥3.76b (up CN¥3.69b from 1Q 2021). Net income: CN¥54.9m (up 9.4% from 1Q 2021). Profit margin: 1.5% (down from 69% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 57% per year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Independent Director Xin Li is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 19+ 1 more updateShannon Semiconductor Technology Co., Ltd. Announces Final Cash Dividend Proposal for 2021Shannon Semiconductor Technology Co., Ltd. announced on April 18, 2022 the profit distribution proposal for 2021. The company announced final cash dividend/10 shares (tax included) of CNY 1.07000000.
Reported Earnings • Apr 17Full year 2021 earnings released: EPS: CN¥0.53 (vs CN¥0.15 in FY 2020)Full year 2021 results: EPS: CN¥0.53 (up from CN¥0.15 in FY 2020). Revenue: CN¥9.21b (up CN¥8.94b from FY 2020). Net income: CN¥223.9m (up 248% from FY 2020). Profit margin: 2.4% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥23.92, the stock trades at a trailing P/E ratio of 61.6x. Average trailing P/E is 37x in the Machinery industry in China. Total returns to shareholders of 528% over the past three years.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.04 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥4.49b (up CN¥4.41b from 3Q 2020). Net income: CN¥79.6m (up 331% from 3Q 2020). Profit margin: 1.8% (down from 23% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS CN¥0.027 (vs CN¥0.031 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥73.8m (up 23% from 2Q 2020). Net income: CN¥10.8m (down 13% from 2Q 2020). Profit margin: 15% (down from 21% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.029 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥72.3m (up 52% from 1Q 2020). Net income: CN¥50.2m (up 355% from 1Q 2020). Profit margin: 69% (up from 23% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥0.15 (vs CN¥0.16 in FY 2019)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2020 results: Revenue: CN¥264.8m (down 12% from FY 2019). Net income: CN¥64.4m (flat on FY 2019). Profit margin: 24% (up from 22% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 05New 90-day high: CN¥13.50The company is up 12% from its price of CN¥12.09 on 04 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 2.0% over the same period.
お知らせ • Feb 25Anhui Julong Transmission Technology Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Anhui Julong Transmission Technology Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021
お知らせ • Jan 31Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475) signed an agreement to acquire UFCT Technology Co., Ltd. from Shenzhen Yitoa Chuangtai Technology Co., Ltd. for CNY 1.8 billion.Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475) signed an agreement to acquire UFCT Technology Co., Ltd. from Shenzhen Yitoa Chuangtai Technology Co., Ltd. for CNY 1.8 billion on January 28, 2021. The consideration is payable in cash. After preliminary negotiation between the two parties, the initial transaction price of the underlying assets is between CNY 1.6 billion and CNY 1.8 billion. The final transaction price of the underlying asset will be based on the evaluation results. As on August 31, 2020, UFCT Technology Co., Ltd. reported total and net assets of CNY 1.3 billion and 337.1 million. On January 28, 2021, the Board of Directors and Supervisors of Anhui Julong Transmission Technology Co., Ltd. approved the deal. The shareholders of Shenzhen Yitoa Chuangtai unanimously passed the deal. The deal requires further approval from Board of Anhui Julong Transmission, shareholders of Anhui Julong Transmission, Anhui Provincial Department of Commerce and The Anhui Provincial Development and Reform Commission's filing procedures etc.
Is New 90 Day High Low • Jan 13New 90-day low: CN¥8.56The company is down 29% from its price of CN¥12.13 on 15 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥9.74The company is down 13% from its price of CN¥11.24 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 12New 90-day low: CN¥11.16The company is down 1.0% from its price of CN¥11.23 on 11 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Nov 19New 90-day high: CN¥13.85The company is up 43% from its price of CN¥9.66 on 21 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 2.0% over the same period.
お知らせ • Oct 02Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475), Hangzhou Jintai Equity Investment Partnership (Limited Partnership) and nine other enterprises agreed to acquire an unknown stake in Forehope Electronic (Ningbo) Limited Company from Zhejiang Yongshunxin Electronics Co., Ltd., Ningbo Jingxin Enterprise Management Consulting Partnership, Ningbo Jingshun Enterprise Management Consulting Partnership (Limited Partnership), Wang Shunbo and others for approximately CNY 110 million.Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475), Hangzhou Jintai Equity Investment Partnership (Limited Partnership) and nine other enterprises agreed to acquire an unknown stake in Forehope Electronic (Ningbo) Limited Company from Zhejiang Yongshunxin Electronics Co., Ltd., Ningbo Jingxin Enterprise Management Consulting Partnership (Limited Partnership), Ningbo Jingshun Enterprise Management Consulting Partnership (Limited Partnership), Wang Shunbo and others for approximately CNY 110 million on September 28, 2020. As part of the transaction, Anhui Julong Transmission Technology Co., Ltd., Hangzhou Jintai Equity Investment Partnership (Limited Partnership) and nine other enterprises will acquire 7.4 million shares in Forehope Electronic (Ningbo) Limited Company at a price of CNY 15 per share. In a related transaction, Anhui Julong Transmission Technology Co., Ltd. and twelve others enterprises will subscribe to 35.66 million shares of Forehope Electronic (Ningbo) Limited Company at a price of CNY 15 per share. Post completion Anhui Julong Transmission Technology Co., Ltd. will hold 2.18% stake in Forehope Electronic (Ningbo) Limited Company through share transfer and capital increase. As on June 30, 2020, Forehope Electronic (Ningbo) reported total assets of CNY 1.5 billion and net assets of CNY 446 million.
お知らせ • Aug 20Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) cancelled the acquisition of an additional 9% stake in Anhui Julong Transmission Technology Co., Ltd.Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) made an offer to acquire additional 9% stake in Anhui Julong Transmission Technology Co., Ltd. (SZSE:300475) for approximately CNY 310 million on June 19, 2020. Under the terms, 37.8 million shares will be acquired at a price of CNY 8.17 per share. As of July 15, 2020, the offer price was changed to CNY 8.18 per share. If the number of the shares tendered exceeds 37.8 million, then Shenzhen Lingxin will purchase the pre-accepted shares in proportion. The minimum number of acceptances should be 29.4 million shares or 7% of Anhui Julong’s shares. The tender offer period will not be less than 30 days and not more than 60 days from the date of tender offer report announcement. The tender offer starts on July 16, 2020 and will end on August 14, 2020. Shengang Securities Co., Ltd. acted as financial advisor and Shengang Securities Co., Ltd. acted as legal advisor to Shenzhen Lingxin in the transaction. Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) cancelled the acquisition of an additional 9% stake in Anhui Julong Transmission Technology Co., Ltd. on August 19, 2020. The number of shares pre-accepted for the tender offer did not reach the number required by the conditions for the tender offer to take effect.
お知らせ • Aug 13Anhui Julong Transmission Technology Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Anhui Julong Transmission Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020