View ValuationTalant Optronics (Suzhou) 将来の成長Future 基準チェック /56Talant Optronics (Suzhou)利益と収益がそれぞれ年間44.4%と22.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.6% 43.7%なると予測されています。主要情報44.4%収益成長率43.66%EPS成長率Electronic 収益成長32.7%収益成長率22.8%将来の株主資本利益率8.63%アナリストカバレッジLow最終更新日30 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Apr 24Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2026Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2026, at 14:30 China Standard Time. Location: 5F, Office Building, No. 2990, Taidong Road, Huangdai Town, Xiangcheng District, Suzhou, Jiangsu Chinaお知らせ • Mar 31Talant Optronics (Suzhou) Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026New Risk • Mar 08New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Dec 31Talant Optronics (Suzhou) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Talant Optronics (Suzhou) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026Board Change • Dec 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Non-Independent Director Hongjun Li was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.089 (vs CN¥0.042 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.089 (up from CN¥0.042 in 3Q 2024). Revenue: CN¥150.8m (down 13% from 3Q 2024). Net income: CN¥10.1m (up 106% from 3Q 2024). Profit margin: 6.7% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 14Talant Optronics (Suzhou) Co., Ltd. Approves Board ElectionsTalant Optronics (Suzhou) Co., Ltd. announced at extraordinary general meeting of 2025 held on 10 October 2025, the shareholders approved election of Li Hongjun as non-independent director and Zhu Chengjian, Yang Junhui and Li Jiehui as independent directors of the company.お知らせ • Sep 30Talant Optronics (Suzhou) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.088 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.09. Revenue: CN¥150.1m (down 12% from 2Q 2024). Net income: CN¥9.70m (down 2.1% from 2Q 2024). Profit margin: 6.5% (up from 5.8% in 2Q 2024). The increase in margin was driven by lower expenses.New Risk • Aug 25New major risk - Revenue and earnings growthEarnings have declined by 57% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 57% per year over the past 5 years. High level of non-cash earnings (33% accrual ratio).お知らせ • Jul 02Talant Optronics (Suzhou) Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Talant Optronics (Suzhou) Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025Declared Dividend • May 24Dividend reduced to CN¥0.05Dividend of CN¥0.05 is 58% lower than last year. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.8%.New Risk • May 03New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 62% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.お知らせ • Apr 25Talant Optronics (Suzhou) Co., Ltd. Proposes Final Cash Dividend for 2024Talant Optronics (Suzhou) Co., Ltd. proposed final cash dividend of CNY 0.50000000 per 10 shares (tax included) for 2024.Reported Earnings • Apr 24Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.25 (up from CN¥0.09 in FY 2023). Revenue: CN¥654.1m (up 9.7% from FY 2023). Net income: CN¥27.1m (up 207% from FY 2023). Profit margin: 4.1% (up from 1.5% in FY 2023). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.お知らせ • Apr 24Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2025Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2025, at 14:30 China Standard Time. Location: 5F, Office Building, No. 2990, Taidong Road, Huangdai Town, Xiangcheng District, Suzhou, Jiangsu Chinaお知らせ • Mar 31Talant Optronics (Suzhou) Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025お知らせ • Dec 31Talant Optronics (Suzhou) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025Talant Optronics (Suzhou) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025分析記事 • Nov 06Talant Optronics (Suzhou) (SZSE:301045) Is Posting Healthy Earnings, But It Is Not All Good NewsThe latest earnings release from Talant Optronics (Suzhou) Co., Ltd. ( SZSE:301045 ) disappointed investors. We did...Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.07 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.07 in 3Q 2023). Revenue: CN¥173.0m (up 3.2% from 3Q 2023). Net income: CN¥4.90m (down 31% from 3Q 2023). Profit margin: 2.8% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% 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, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.分析記事 • Oct 21Market Participants Recognise Talant Optronics (Suzhou) Co., Ltd.'s (SZSE:301045) Revenues Pushing Shares 36% HigherTalant Optronics (Suzhou) Co., Ltd. ( SZSE:301045 ) shares have had a really impressive month, gaining 36% after a...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 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 Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.9% increase in shares outstanding).お知らせ • Sep 30Talant Optronics (Suzhou) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024分析記事 • Sep 30Talant Optronics (Suzhou) (SZSE:301045) May Have Issues Allocating Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.088 (vs CN¥0.029 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.088 (up from CN¥0.029 in 2Q 2023). Revenue: CN¥171.3m (up 17% from 2Q 2023). Net income: CN¥9.91m (up 235% from 2Q 2023). Profit margin: 5.8% (up from 2.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% 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, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • Jun 29Talant Optronics (Suzhou) Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024Talant Optronics (Suzhou) Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024New Risk • May 27New 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 54% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.9% increase in shares outstanding).分析記事 • Apr 24Why Talant Optronics (Suzhou)'s (SZSE:301045) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Talant Optronics (Suzhou) Co., Ltd.'s ( SZSE:301045 ) recent earnings didn't...お知らせ • Apr 19Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 08, 2024Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 08, 2024, at 14:30 China Standard Time. Location: 5F, No. 2990, Taidong Road, Huangdai Town, Xiangcheng District, Suzhou, Jiangsu ChinaReported Earnings • Apr 18Full year 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.26 in FY 2022)Full year 2023 results: EPS: CN¥0.09 (down from CN¥0.26 in FY 2022). Revenue: CN¥596.4m (down 8.7% from FY 2022). Net income: CN¥8.84m (down 68% from FY 2022). Profit margin: 1.5% (down from 4.2% in FY 2022).New Risk • Apr 01New 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 12% 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 Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 26% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).お知らせ • Mar 30Talant Optronics (Suzhou) Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024分析記事 • Mar 18Revenues Not Telling The Story For Talant Optronics (Suzhou) Co., Ltd. (SZSE:301045) After Shares Rise 30%Talant Optronics (Suzhou) Co., Ltd. ( SZSE:301045 ) shareholders are no doubt pleased to see that the share price has...New Risk • Feb 05New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).Board Change • Jan 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Supervisor Feng Lu was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Jan 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).お知らせ • Dec 29Talant Optronics (Suzhou) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 18, 2024Talant Optronics (Suzhou) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 18, 2024Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.041 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.07 (up from CN¥0.041 in 3Q 2022). Revenue: CN¥167.6m (up 30% from 3Q 2022). Net income: CN¥7.10m (up 67% from 3Q 2022). Profit margin: 4.2% (up from 3.3% in 3Q 2022).お知らせ • Sep 30Talant Optronics (Suzhou) Co., Ltd. to Report Q3, 2023 Results on Oct 25, 2023Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q3, 2023 results on Oct 25, 2023Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.029 (vs CN¥0.15 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.029 (down from CN¥0.15 in 2Q 2022). Revenue: CN¥146.9m (down 29% from 2Q 2022). Net income: CN¥2.96m (down 81% from 2Q 2022). Profit margin: 2.0% (down from 7.5% in 2Q 2022).お知らせ • Jul 01Talant Optronics (Suzhou) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023Talant Optronics (Suzhou) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023Reported Earnings • Apr 21First quarter 2023 earnings released: EPS: CN¥0.041 (vs CN¥0.20 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.041 (down from CN¥0.20 in 1Q 2022). Revenue: CN¥136.0m (down 32% from 1Q 2022). Net income: CN¥4.23m (down 79% from 1Q 2022). Profit margin: 3.1% (down from 10% in 1Q 2022).Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.041 (vs CN¥0.31 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.041 (down from CN¥0.31 in 3Q 2021). Revenue: CN¥129.4m (down 43% from 3Q 2021). Net income: CN¥4.26m (down 84% from 3Q 2021). Profit margin: 3.3% (down from 12% in 3Q 2021). The decrease in margin was driven by lower revenue.お知らせ • Oct 14Talant Optronics (Suzhou) Co., Ltd. Announces Board ChangesTalant Optronics (Suzhou) Co., Ltd. at its Extraordinary General Meeting of 2022 on 12 October 2022 appointed Mei Tan, Chen Ling, Yin Yu and Su Hong as non-independent directors and Wang Qiyu as independent director.Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: CN¥0.15 (vs CN¥0.30 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.15 (down from CN¥0.30 in 2Q 2021). Revenue: CN¥206.3m (down 7.0% from 2Q 2021). Net income: CN¥15.5m (down 34% from 2Q 2021). Profit margin: 7.5% (down from 11% in 2Q 2021). The decrease in margin was driven by lower revenue.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.35 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.20 (down from CN¥0.35 in 1Q 2021). Revenue: CN¥199.7m (up 1.3% from 1Q 2021). Net income: CN¥20.3m (down 25% from 1Q 2021). Profit margin: 10% (down from 14% in 1Q 2021). The decrease in margin was driven by higher expenses.Reported Earnings • Apr 03Full year 2021 earnings released: EPS: CN¥1.07 (vs CN¥1.43 in FY 2020)Full year 2021 results: EPS: CN¥1.07 (down from CN¥1.43 in FY 2020). Revenue: CN¥889.9m (up 24% from FY 2020). Net income: CN¥92.3m (down 17% from FY 2020). Profit margin: 10% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses.お知らせ • Apr 02Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, Apr 21, 2022Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, Apr 21, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 annual report and its summary; to consider 2021 internal control self-evaluation report; to consider 2021 annual accounts; to consider 2022 remuneration for directors; to consider 2022 remuneration for supervisors; to consider 2021 profit distribution plan; to consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; and to consider other matters.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.31 (vs CN¥0.44 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥225.1m (flat on 3Q 2020). Net income: CN¥26.4m (down 23% from 3Q 2020). Profit margin: 12% (down from 15% in 3Q 2020).業績と収益の成長予測SZSE:301045 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,237113N/A250112/31/20271,189111N/A272112/31/202672746N/A304112/31/202571628N/A3519/30/202560532-7599N/A6/30/202562727-15717N/A3/31/202564827-179-8N/A12/31/202465427-180-16N/A9/30/202464215-137-15N/A6/30/202463717-63-1N/A3/31/202461210-2811N/A12/31/20235969-313N/A9/30/20235682-2818N/A6/30/2023530-14884N/A3/31/202358911110146N/A1/1/20236532781119N/A9/30/202278156138178N/A6/30/20228777880141N/A3/31/2022892862588N/A1/1/2022890922396N/A9/30/2021868111-1653N/A6/30/2021828116-1930N/A3/31/2021791122-943N/A12/31/20207161113171N/A12/31/2019638836191N/A12/31/201861045N/A47N/A12/31/201740222N/A28N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 301045の予測収益成長率 (年間44.4% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 301045の収益 ( 44.4% ) はCN市場 ( 27.2% ) よりも速いペースで成長すると予測されています。高成長収益: 301045の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 301045の収益 ( 22.8% ) CN市場 ( 16.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 301045の収益 ( 22.8% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 301045の 自己資本利益率 は、3年後には低くなると予測されています ( 8.6 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 07:50終値2026/05/20 00:00収益2025/09/30年間収益2024/12/31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Talant Optronics (Suzhou) Co., Ltd. 1 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。1 アナリスト機関Sheng FengZhongtai Securities Co. Ltd.
お知らせ • Apr 24Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2026Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2026, at 14:30 China Standard Time. Location: 5F, Office Building, No. 2990, Taidong Road, Huangdai Town, Xiangcheng District, Suzhou, Jiangsu China
お知らせ • Mar 31Talant Optronics (Suzhou) Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
New Risk • Mar 08New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Dec 31Talant Optronics (Suzhou) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Talant Optronics (Suzhou) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
Board Change • Dec 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Non-Independent Director Hongjun Li was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.089 (vs CN¥0.042 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.089 (up from CN¥0.042 in 3Q 2024). Revenue: CN¥150.8m (down 13% from 3Q 2024). Net income: CN¥10.1m (up 106% from 3Q 2024). Profit margin: 6.7% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 14Talant Optronics (Suzhou) Co., Ltd. Approves Board ElectionsTalant Optronics (Suzhou) Co., Ltd. announced at extraordinary general meeting of 2025 held on 10 October 2025, the shareholders approved election of Li Hongjun as non-independent director and Zhu Chengjian, Yang Junhui and Li Jiehui as independent directors of the company.
お知らせ • Sep 30Talant Optronics (Suzhou) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.088 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.09. Revenue: CN¥150.1m (down 12% from 2Q 2024). Net income: CN¥9.70m (down 2.1% from 2Q 2024). Profit margin: 6.5% (up from 5.8% in 2Q 2024). The increase in margin was driven by lower expenses.
New Risk • Aug 25New major risk - Revenue and earnings growthEarnings have declined by 57% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 57% per year over the past 5 years. High level of non-cash earnings (33% accrual ratio).
お知らせ • Jul 02Talant Optronics (Suzhou) Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Talant Optronics (Suzhou) Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
Declared Dividend • May 24Dividend reduced to CN¥0.05Dividend of CN¥0.05 is 58% lower than last year. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.8%.
New Risk • May 03New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 62% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
お知らせ • Apr 25Talant Optronics (Suzhou) Co., Ltd. Proposes Final Cash Dividend for 2024Talant Optronics (Suzhou) Co., Ltd. proposed final cash dividend of CNY 0.50000000 per 10 shares (tax included) for 2024.
Reported Earnings • Apr 24Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.25 (up from CN¥0.09 in FY 2023). Revenue: CN¥654.1m (up 9.7% from FY 2023). Net income: CN¥27.1m (up 207% from FY 2023). Profit margin: 4.1% (up from 1.5% in FY 2023). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 24Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2025Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2025, at 14:30 China Standard Time. Location: 5F, Office Building, No. 2990, Taidong Road, Huangdai Town, Xiangcheng District, Suzhou, Jiangsu China
お知らせ • Mar 31Talant Optronics (Suzhou) Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
お知らせ • Dec 31Talant Optronics (Suzhou) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025Talant Optronics (Suzhou) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025
分析記事 • Nov 06Talant Optronics (Suzhou) (SZSE:301045) Is Posting Healthy Earnings, But It Is Not All Good NewsThe latest earnings release from Talant Optronics (Suzhou) Co., Ltd. ( SZSE:301045 ) disappointed investors. We did...
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.07 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.07 in 3Q 2023). Revenue: CN¥173.0m (up 3.2% from 3Q 2023). Net income: CN¥4.90m (down 31% from 3Q 2023). Profit margin: 2.8% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% 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, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 21Market Participants Recognise Talant Optronics (Suzhou) Co., Ltd.'s (SZSE:301045) Revenues Pushing Shares 36% HigherTalant Optronics (Suzhou) Co., Ltd. ( SZSE:301045 ) shares have had a really impressive month, gaining 36% after a...
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 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 Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.9% increase in shares outstanding).
お知らせ • Sep 30Talant Optronics (Suzhou) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
分析記事 • Sep 30Talant Optronics (Suzhou) (SZSE:301045) May Have Issues Allocating Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.088 (vs CN¥0.029 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.088 (up from CN¥0.029 in 2Q 2023). Revenue: CN¥171.3m (up 17% from 2Q 2023). Net income: CN¥9.91m (up 235% from 2Q 2023). Profit margin: 5.8% (up from 2.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% 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, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 29Talant Optronics (Suzhou) Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024Talant Optronics (Suzhou) Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024
New Risk • May 27New 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 54% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.9% increase in shares outstanding).
分析記事 • Apr 24Why Talant Optronics (Suzhou)'s (SZSE:301045) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Talant Optronics (Suzhou) Co., Ltd.'s ( SZSE:301045 ) recent earnings didn't...
お知らせ • Apr 19Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 08, 2024Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 08, 2024, at 14:30 China Standard Time. Location: 5F, No. 2990, Taidong Road, Huangdai Town, Xiangcheng District, Suzhou, Jiangsu China
Reported Earnings • Apr 18Full year 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.26 in FY 2022)Full year 2023 results: EPS: CN¥0.09 (down from CN¥0.26 in FY 2022). Revenue: CN¥596.4m (down 8.7% from FY 2022). Net income: CN¥8.84m (down 68% from FY 2022). Profit margin: 1.5% (down from 4.2% in FY 2022).
New Risk • Apr 01New 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 12% 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 Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 26% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).
お知らせ • Mar 30Talant Optronics (Suzhou) Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
分析記事 • Mar 18Revenues Not Telling The Story For Talant Optronics (Suzhou) Co., Ltd. (SZSE:301045) After Shares Rise 30%Talant Optronics (Suzhou) Co., Ltd. ( SZSE:301045 ) shareholders are no doubt pleased to see that the share price has...
New Risk • Feb 05New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).
Board Change • Jan 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Supervisor Feng Lu was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Jan 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).
お知らせ • Dec 29Talant Optronics (Suzhou) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 18, 2024Talant Optronics (Suzhou) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 18, 2024
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.041 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.07 (up from CN¥0.041 in 3Q 2022). Revenue: CN¥167.6m (up 30% from 3Q 2022). Net income: CN¥7.10m (up 67% from 3Q 2022). Profit margin: 4.2% (up from 3.3% in 3Q 2022).
お知らせ • Sep 30Talant Optronics (Suzhou) Co., Ltd. to Report Q3, 2023 Results on Oct 25, 2023Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q3, 2023 results on Oct 25, 2023
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.029 (vs CN¥0.15 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.029 (down from CN¥0.15 in 2Q 2022). Revenue: CN¥146.9m (down 29% from 2Q 2022). Net income: CN¥2.96m (down 81% from 2Q 2022). Profit margin: 2.0% (down from 7.5% in 2Q 2022).
お知らせ • Jul 01Talant Optronics (Suzhou) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023Talant Optronics (Suzhou) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023
Reported Earnings • Apr 21First quarter 2023 earnings released: EPS: CN¥0.041 (vs CN¥0.20 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.041 (down from CN¥0.20 in 1Q 2022). Revenue: CN¥136.0m (down 32% from 1Q 2022). Net income: CN¥4.23m (down 79% from 1Q 2022). Profit margin: 3.1% (down from 10% in 1Q 2022).
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.041 (vs CN¥0.31 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.041 (down from CN¥0.31 in 3Q 2021). Revenue: CN¥129.4m (down 43% from 3Q 2021). Net income: CN¥4.26m (down 84% from 3Q 2021). Profit margin: 3.3% (down from 12% in 3Q 2021). The decrease in margin was driven by lower revenue.
お知らせ • Oct 14Talant Optronics (Suzhou) Co., Ltd. Announces Board ChangesTalant Optronics (Suzhou) Co., Ltd. at its Extraordinary General Meeting of 2022 on 12 October 2022 appointed Mei Tan, Chen Ling, Yin Yu and Su Hong as non-independent directors and Wang Qiyu as independent director.
Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: CN¥0.15 (vs CN¥0.30 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.15 (down from CN¥0.30 in 2Q 2021). Revenue: CN¥206.3m (down 7.0% from 2Q 2021). Net income: CN¥15.5m (down 34% from 2Q 2021). Profit margin: 7.5% (down from 11% in 2Q 2021). The decrease in margin was driven by lower revenue.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.35 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.20 (down from CN¥0.35 in 1Q 2021). Revenue: CN¥199.7m (up 1.3% from 1Q 2021). Net income: CN¥20.3m (down 25% from 1Q 2021). Profit margin: 10% (down from 14% in 1Q 2021). The decrease in margin was driven by higher expenses.
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: CN¥1.07 (vs CN¥1.43 in FY 2020)Full year 2021 results: EPS: CN¥1.07 (down from CN¥1.43 in FY 2020). Revenue: CN¥889.9m (up 24% from FY 2020). Net income: CN¥92.3m (down 17% from FY 2020). Profit margin: 10% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses.
お知らせ • Apr 02Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, Apr 21, 2022Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, Apr 21, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 annual report and its summary; to consider 2021 internal control self-evaluation report; to consider 2021 annual accounts; to consider 2022 remuneration for directors; to consider 2022 remuneration for supervisors; to consider 2021 profit distribution plan; to consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; and to consider other matters.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.31 (vs CN¥0.44 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥225.1m (flat on 3Q 2020). Net income: CN¥26.4m (down 23% from 3Q 2020). Profit margin: 12% (down from 15% in 3Q 2020).