View ValuationWCON Electronics 将来の成長Future 基準チェック /06現在、 WCON Electronicsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長32.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a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 updatesNew Risk • Apr 24New major risk - Revenue and earnings growthEarnings have declined by 4.6% 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 4.6% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Apr 24WCON Electronics Co., Ltd., Annual General Meeting, May 15, 2026WCON Electronics Co., Ltd., Annual General Meeting, May 15, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong ChinaValuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥52.11, the stock trades at a trailing P/E ratio of 57.3x. Average trailing P/E is 63x in the Electronic industry in China. Total loss to shareholders of 8.2% over the past three years.お知らせ • Mar 31WCON Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026WCON Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Non-Independent Director Ruixin Li was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Dec 31WCON Electronics (Guangdong) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026WCON Electronics (Guangdong) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.25 (vs CN¥0.19 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.25 (up from CN¥0.19 in 3Q 2024). Revenue: CN¥175.6m (up 22% from 3Q 2024). Net income: CN¥26.7m (up 28% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Sep 30WCON Electronics (Guangdong) Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025WCON Electronics (Guangdong) Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025Declared Dividend • Sep 10First half dividend of CN¥0.20 announcedShareholders will receive a dividend of CN¥0.20. Ex-date: 11th September 2025 Payment date: 11th September 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 34% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 35% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.27 (vs CN¥0.26 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.27 (up from CN¥0.26 in 2Q 2024). Revenue: CN¥192.4m (up 37% from 2Q 2024). Net income: CN¥29.5m (up 1.8% from 2Q 2024). Profit margin: 15% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Electronic industry in China.お知らせ • Jul 02WCON Electronics (Guangdong) Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025WCON Electronics (Guangdong) Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025Declared Dividend • May 24Dividend of CN¥0.30 announcedShareholders will receive a dividend of CN¥0.30. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 34% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 32% over the next year, which should provide support to the dividend and adequate earnings cover.New Risk • May 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 27% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (16% net profit margin).Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.17 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.23 (up from CN¥0.17 in 1Q 2024). Revenue: CN¥145.2m (up 45% from 1Q 2024). Net income: CN¥25.4m (up 40% from 1Q 2024). Profit margin: 18% (in line with 1Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China.お知らせ • Apr 26WCON Electronics (Guangdong) Co., Ltd., Annual General Meeting, May 19, 2025WCON Electronics (Guangdong) Co., Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥32.47, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total loss to shareholders of 11% over the past year.お知らせ • Mar 31WCON Electronics (Guangdong) Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025WCON Electronics (Guangdong) Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025分析記事 • Mar 11WCON Electronics (Guangdong) (SZSE:301328) May Have Issues Allocating Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • Feb 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.3% average weekly change).お知らせ • Dec 31WCON Electronics (Guangdong) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025WCON Electronics (Guangdong) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥46.21, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 26x in the Electronic industry in China. Total loss to shareholders of 2.8% over the past year.分析記事 • Nov 02Weak Statutory Earnings May Not Tell The Whole Story For WCON Electronics (Guangdong) (SZSE:301328)A lackluster earnings announcement from WCON Electronics (Guangdong) Co., Ltd. ( SZSE:301328 ) last week didn't sink...Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.24 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.19 (down from CN¥0.24 in 3Q 2023). Revenue: CN¥143.7m (up 15% from 3Q 2023). Net income: CN¥20.9m (down 22% from 3Q 2023). Profit margin: 14% (down from 21% in 3Q 2023). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥37.59, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 41x in the Electronic industry in China. Total loss to shareholders of 18% over the past year.お知らせ • Sep 30WCON Electronics (Guangdong) Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024WCON Electronics (Guangdong) Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥36.19, the stock trades at a trailing P/E ratio of 38.3x. Average trailing P/E is 37x in the Electronic industry in China. Total loss to shareholders of 25% over the past year.Reported Earnings • Aug 24Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.25 in 2Q 2023). Revenue: CN¥140.4m (up 9.5% from 2Q 2023). Net income: CN¥29.0m (up 7.3% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023).Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥40.20, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 41x in the Electronic industry in China. Total loss to shareholders of 28% over the past year.お知らせ • Jun 29WCON Electronics (Guangdong) Co., Ltd. to Report First Half, 2024 Results on Aug 24, 2024WCON Electronics (Guangdong) Co., Ltd. announced that they will report first half, 2024 results on Aug 24, 2024Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥35.35, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 33% over the past year.分析記事 • Jun 21WCON Electronics (Guangdong)'s (SZSE:301328) Returns On Capital Not Reflecting Well On The BusinessDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • May 24WCON Electronics (Guangdong) (SZSE:301328) Is Reducing Its Dividend To CN¥0.30WCON Electronics (Guangdong) Co., Ltd.'s ( SZSE:301328 ) dividend is being reduced from last year's payment covering...Declared Dividend • May 24Dividend of CN¥0.30 announcedShareholders will receive a dividend of CN¥0.30. Ex-date: 29th May 2024 Payment date: 29th May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 54% over the next year, which should provide support to the dividend and adequate earnings cover.分析記事 • May 01WCON Electronics (Guangdong)'s (SZSE:301328) Shareholders Have More To Worry About Than Only Soft EarningsWCON Electronics (Guangdong) Co., Ltd.'s ( SZSE:301328 ) recent weak earnings report didn't cause a big stock movement...お知らせ • Apr 27WCON Electronics (Guangdong) Co., Ltd. Proposes Final Dividend for the Year 2023WCON Electronics (Guangdong) Co., Ltd. announced on 25 April 2024 the final profit distribution proposal for 2023 as follows: Cash dividend/10 shares (tax included): CNY 3.00000000.お知らせ • Apr 26WCON Electronics (Guangdong) Co., Ltd., Annual General Meeting, May 16, 2024WCON Electronics (Guangdong) Co., Ltd., Annual General Meeting, May 16, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong ChinaReported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.43 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.43 in 1Q 2023). Revenue: CN¥100.4m (down 12% from 1Q 2023). Net income: CN¥18.2m (down 62% from 1Q 2023). Profit margin: 18% (down from 42% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 49% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥37.07, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 32% over the past year.New Risk • Apr 04New 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). High level of non-cash earnings (41% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Mar 30WCON Electronics (Guangdong) Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024WCON Electronics (Guangdong) Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥46.45, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 16% over the past year.分析記事 • Mar 04Is WCON Electronics (Guangdong) (SZSE:301328) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥29.03, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electronic industry in China. Total loss to shareholders of 50% over the past year.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥37.87, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Electronic industry in China. Total loss to shareholders of 35% over the past year.お知らせ • Dec 30WCON Electronics (Guangdong) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024WCON Electronics (Guangdong) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥60.20, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 28% over the past year.New Risk • Nov 29New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (41% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥51.28, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 3.7% over the past year.New Risk • Oct 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 41% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (41% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Aug 25Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.25. Net income: CN¥27.0m (up CN¥27.0m from 2Q 2022). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥50.12, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Electronic industry in China.New Risk • Jul 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 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: Major Risk High level of non-cash earnings (49% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change).お知らせ • Jul 01WCON Electronics (Guangdong) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023WCON Electronics (Guangdong) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023お知らせ • May 06WCON Electronics (Guangdong) Co., Ltd. Approves Cash Dividend for 2022WCON Electronics (Guangdong) Co., Ltd. at its Annual General Meeting of 2022 held on 04 May 2023, approved cash dividend/10 shares (tax included): CNY 5.00000000.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥82.10, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the Electronic industry in China.お知らせ • Dec 06Wcon Electronics (Guangdong) Co., Ltd. Directorate AppointmentsWCON Electronics (Guangdong) Co., Ltd. at its Extraordinary General Meeting of 2022 held on 02 December 2022, approved Election and nomination of Li Wenhua, Li Ruixin, Zhao Shizhi appointment of Election and nomination of Tan Xuming, Liu Bin as independent and Election of Fu Jiajun, Long Dezhi as non-employee supervisors.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥67.11, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 20x in the Electronic industry in China. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、WCON Electronics は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SZSE:301328 - 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3/31/202674092-72142N/A12/31/202571399-71132N/A9/30/202566399-89111N/A6/30/202563193-73115N/A3/31/202557993-65110N/A12/31/202453485-55125N/A9/30/202450397-94119N/A6/30/2024485103-122124N/A3/31/2024473101-86154N/A12/31/2023487130-96137N/A9/30/2023491131-89154N/A6/30/2023501137-64132N/A3/31/2023493136-9093N/A1/1/2023480112-56102N/A9/30/2022461105-5359N/A6/30/2022442104-2177N/A3/31/2022416100-3562N/A1/1/2022409100-4753N/A12/31/2020273614059N/A12/31/201923243N/A51N/A12/31/201822927N/A50N/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: 301328の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 301328の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 301328の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 301328の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 301328の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 301328の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/05/15 13:34終値2026/05/15 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WCON Electronics 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。1 アナリスト機関Jing FangMinsheng Securities Co.
New Risk • Apr 24New major risk - Revenue and earnings growthEarnings have declined by 4.6% 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 4.6% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Apr 24WCON Electronics Co., Ltd., Annual General Meeting, May 15, 2026WCON Electronics Co., Ltd., Annual General Meeting, May 15, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥52.11, the stock trades at a trailing P/E ratio of 57.3x. Average trailing P/E is 63x in the Electronic industry in China. Total loss to shareholders of 8.2% over the past three years.
お知らせ • Mar 31WCON Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026WCON Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Non-Independent Director Ruixin Li was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Dec 31WCON Electronics (Guangdong) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026WCON Electronics (Guangdong) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.25 (vs CN¥0.19 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.25 (up from CN¥0.19 in 3Q 2024). Revenue: CN¥175.6m (up 22% from 3Q 2024). Net income: CN¥26.7m (up 28% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Sep 30WCON Electronics (Guangdong) Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025WCON Electronics (Guangdong) Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025
Declared Dividend • Sep 10First half dividend of CN¥0.20 announcedShareholders will receive a dividend of CN¥0.20. Ex-date: 11th September 2025 Payment date: 11th September 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 34% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 35% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.27 (vs CN¥0.26 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.27 (up from CN¥0.26 in 2Q 2024). Revenue: CN¥192.4m (up 37% from 2Q 2024). Net income: CN¥29.5m (up 1.8% from 2Q 2024). Profit margin: 15% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Electronic industry in China.
お知らせ • Jul 02WCON Electronics (Guangdong) Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025WCON Electronics (Guangdong) Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025
Declared Dividend • May 24Dividend of CN¥0.30 announcedShareholders will receive a dividend of CN¥0.30. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 34% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 32% over the next year, which should provide support to the dividend and adequate earnings cover.
New Risk • May 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 27% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (16% net profit margin).
Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.17 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.23 (up from CN¥0.17 in 1Q 2024). Revenue: CN¥145.2m (up 45% from 1Q 2024). Net income: CN¥25.4m (up 40% from 1Q 2024). Profit margin: 18% (in line with 1Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China.
お知らせ • Apr 26WCON Electronics (Guangdong) Co., Ltd., Annual General Meeting, May 19, 2025WCON Electronics (Guangdong) Co., Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥32.47, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total loss to shareholders of 11% over the past year.
お知らせ • Mar 31WCON Electronics (Guangdong) Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025WCON Electronics (Guangdong) Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
分析記事 • Mar 11WCON Electronics (Guangdong) (SZSE:301328) May Have Issues Allocating Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • Feb 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.3% average weekly change).
お知らせ • Dec 31WCON Electronics (Guangdong) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025WCON Electronics (Guangdong) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥46.21, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 26x in the Electronic industry in China. Total loss to shareholders of 2.8% over the past year.
分析記事 • Nov 02Weak Statutory Earnings May Not Tell The Whole Story For WCON Electronics (Guangdong) (SZSE:301328)A lackluster earnings announcement from WCON Electronics (Guangdong) Co., Ltd. ( SZSE:301328 ) last week didn't sink...
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.24 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.19 (down from CN¥0.24 in 3Q 2023). Revenue: CN¥143.7m (up 15% from 3Q 2023). Net income: CN¥20.9m (down 22% from 3Q 2023). Profit margin: 14% (down from 21% in 3Q 2023). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥37.59, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 41x in the Electronic industry in China. Total loss to shareholders of 18% over the past year.
お知らせ • Sep 30WCON Electronics (Guangdong) Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024WCON Electronics (Guangdong) Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥36.19, the stock trades at a trailing P/E ratio of 38.3x. Average trailing P/E is 37x in the Electronic industry in China. Total loss to shareholders of 25% over the past year.
Reported Earnings • Aug 24Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.25 in 2Q 2023). Revenue: CN¥140.4m (up 9.5% from 2Q 2023). Net income: CN¥29.0m (up 7.3% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023).
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥40.20, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 41x in the Electronic industry in China. Total loss to shareholders of 28% over the past year.
お知らせ • Jun 29WCON Electronics (Guangdong) Co., Ltd. to Report First Half, 2024 Results on Aug 24, 2024WCON Electronics (Guangdong) Co., Ltd. announced that they will report first half, 2024 results on Aug 24, 2024
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥35.35, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 33% over the past year.
分析記事 • Jun 21WCON Electronics (Guangdong)'s (SZSE:301328) Returns On Capital Not Reflecting Well On The BusinessDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 • May 24WCON Electronics (Guangdong) (SZSE:301328) Is Reducing Its Dividend To CN¥0.30WCON Electronics (Guangdong) Co., Ltd.'s ( SZSE:301328 ) dividend is being reduced from last year's payment covering...
Declared Dividend • May 24Dividend of CN¥0.30 announcedShareholders will receive a dividend of CN¥0.30. Ex-date: 29th May 2024 Payment date: 29th May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 54% over the next year, which should provide support to the dividend and adequate earnings cover.
分析記事 • May 01WCON Electronics (Guangdong)'s (SZSE:301328) Shareholders Have More To Worry About Than Only Soft EarningsWCON Electronics (Guangdong) Co., Ltd.'s ( SZSE:301328 ) recent weak earnings report didn't cause a big stock movement...
お知らせ • Apr 27WCON Electronics (Guangdong) Co., Ltd. Proposes Final Dividend for the Year 2023WCON Electronics (Guangdong) Co., Ltd. announced on 25 April 2024 the final profit distribution proposal for 2023 as follows: Cash dividend/10 shares (tax included): CNY 3.00000000.
お知らせ • Apr 26WCON Electronics (Guangdong) Co., Ltd., Annual General Meeting, May 16, 2024WCON Electronics (Guangdong) Co., Ltd., Annual General Meeting, May 16, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.43 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.43 in 1Q 2023). Revenue: CN¥100.4m (down 12% from 1Q 2023). Net income: CN¥18.2m (down 62% from 1Q 2023). Profit margin: 18% (down from 42% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 49% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥37.07, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 32% over the past year.
New Risk • Apr 04New 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). High level of non-cash earnings (41% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Mar 30WCON Electronics (Guangdong) Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024WCON Electronics (Guangdong) Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥46.45, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 16% over the past year.
分析記事 • Mar 04Is WCON Electronics (Guangdong) (SZSE:301328) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥29.03, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electronic industry in China. Total loss to shareholders of 50% over the past year.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥37.87, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Electronic industry in China. Total loss to shareholders of 35% over the past year.
お知らせ • Dec 30WCON Electronics (Guangdong) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024WCON Electronics (Guangdong) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥60.20, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 28% over the past year.
New Risk • Nov 29New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (41% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥51.28, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 3.7% over the past year.
New Risk • Oct 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 41% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (41% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 25Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.25. Net income: CN¥27.0m (up CN¥27.0m from 2Q 2022). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥50.12, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Electronic industry in China.
New Risk • Jul 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 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: Major Risk High level of non-cash earnings (49% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change).
お知らせ • Jul 01WCON Electronics (Guangdong) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023WCON Electronics (Guangdong) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023
お知らせ • May 06WCON Electronics (Guangdong) Co., Ltd. Approves Cash Dividend for 2022WCON Electronics (Guangdong) Co., Ltd. at its Annual General Meeting of 2022 held on 04 May 2023, approved cash dividend/10 shares (tax included): CNY 5.00000000.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥82.10, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the Electronic industry in China.
お知らせ • Dec 06Wcon Electronics (Guangdong) Co., Ltd. Directorate AppointmentsWCON Electronics (Guangdong) Co., Ltd. at its Extraordinary General Meeting of 2022 held on 02 December 2022, approved Election and nomination of Li Wenhua, Li Ruixin, Zhao Shizhi appointment of Election and nomination of Tan Xuming, Liu Bin as independent and Election of Fu Jiajun, Long Dezhi as non-employee supervisors.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥67.11, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 20x in the Electronic industry in China.