View ValuationTelling Telecommunication HoldingLtd 将来の成長Future 基準チェック /06現在、 Telling Telecommunication HoldingLtd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33.0%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 updatesBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Director Zhengping Xiong was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 29Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 22, 2026Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 22, 2026, at 13:30 China Standard Time. Location: Tower D, No. 117, Dewai Avenue, Xicheng District, Beijing Chinaお知らせ • Mar 31Telling Telecommunication Holding Co.,Ltd to Report Q1, 2026 Results on Apr 29, 2026Telling Telecommunication Holding Co.,Ltd announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31Telling Telecommunication Holding Co.,Ltd to Report Fiscal Year 2025 Results on Apr 29, 2026Telling Telecommunication Holding Co.,Ltd announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30Telling Telecommunication Holding Co.,Ltd to Report Q3, 2025 Results on Oct 27, 2025Telling Telecommunication Holding Co.,Ltd announced that they will report Q3, 2025 results on Oct 27, 2025お知らせ • Jul 02Telling Telecommunication Holding Co.,Ltd to Report First Half, 2025 Results on Aug 30, 2025Telling Telecommunication Holding Co.,Ltd announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • May 27Telling Telecommunication Holding Co.,Ltd Approves Cash Dividend for the Year 2024Telling Telecommunication Holding Co.,Ltd held its Annual General Meeting of 2024 on 23 May 2025, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 0.10000000 for the year 2024.お知らせ • Apr 29Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 23, 2025Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 23, 2025, at 13:30 China Standard Time.お知らせ • Mar 31Telling Telecommunication Holding Co.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Telling Telecommunication Holding Co.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 31Telling Telecommunication Holding Co.,Ltd to Report Fiscal Year 2024 Results on Apr 24, 2025Telling Telecommunication Holding Co.,Ltd announced that they will report fiscal year 2024 results on Apr 24, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.011 (vs CN¥0.021 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.011 (down from CN¥0.021 in 3Q 2023). Revenue: CN¥18.3b (down 8.5% from 3Q 2023). Net income: CN¥10.9m (down 49% from 3Q 2023). Profit margin: 0.1% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Telling Telecommunication Holding Co.,Ltd to Report Q3, 2024 Results on Oct 31, 2024Telling Telecommunication Holding Co.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.006 loss per share (vs CN¥0.046 profit in 2Q 2023)Second quarter 2024 results: CN¥0.006 loss per share (down from CN¥0.046 profit in 2Q 2023). Revenue: CN¥24.9b (down 5.9% from 2Q 2023). Net loss: CN¥6.15m (down 113% from profit in 2Q 2023). Profit margin: 0% (down from 0.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.New Risk • Aug 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 7.3% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.04% net profit margin).お知らせ • Jun 29Telling Telecommunication Holding Co.,Ltd to Report First Half, 2024 Results on Aug 29, 2024Telling Telecommunication Holding Co.,Ltd announced that they will report first half, 2024 results on Aug 29, 2024Declared Dividend • Jun 14Dividend reduced to CN¥0.025Dividend of CN¥0.025 is 22% lower than last year. Ex-date: 19th June 2024 Payment date: 19th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 65%. Cash payout ratio: 7%.New Risk • May 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.04% net profit margin).お知らせ • Apr 30Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 20, 2024Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 20, 2024, at 13:30 China Standard Time. Location: The Company Headquarters' Meeting Room, Beijing ChinaReported Earnings • Apr 17Full year 2023 earnings released: EPS: CN¥0.08 (vs CN¥0.11 in FY 2022)Full year 2023 results: EPS: CN¥0.08 (down from CN¥0.11 in FY 2022). Revenue: CN¥94.8b (up 24% from FY 2022). Net income: CN¥83.7m (down 24% from FY 2022). Profit margin: 0.1% (in line with FY 2022). Revenue is forecast to grow 12% 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, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Mar 30Telling Telecommunication Holding Co.,Ltd to Report Q1, 2024 Results on Apr 30, 2024Telling Telecommunication Holding Co.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024New Risk • Mar 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). High level of non-cash earnings (50% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end).Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥9.61, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 67% over the past three years.New Risk • Feb 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 50% 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 Risks Interest payments are not well covered by earnings (1.4x net interest cover). Share price has been highly volatile over the past 3 months (9.7% average weekly change). High level of non-cash earnings (50% accrual ratio).Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥7.22, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in China. Total returns to shareholders of 31% over the past three years.お知らせ • Dec 29Telling Telecommunication Holding Co.,Ltd to Report Fiscal Year 2023 Results on Apr 29, 2024Telling Telecommunication Holding Co.,Ltd announced that they will report fiscal year 2023 results on Apr 29, 2024New Risk • Nov 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 6.3% 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 Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (0.1% net profit margin).New Risk • Nov 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.1% Last year net profit margin: 0.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (0.1% net profit margin).Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.021 (vs CN¥0.063 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.021 (down from CN¥0.063 in 3Q 2022). Revenue: CN¥20.0b (up 35% from 3Q 2022). Net income: CN¥21.6m (down 67% from 3Q 2022). Profit margin: 0.1% (down from 0.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. 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 8% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥9.21, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 43% over the past three years.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.049 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.049 in 2Q 2022). Revenue: CN¥26.5b (up 36% from 2Q 2022). Net income: CN¥46.9m (down 6.0% from 2Q 2022). Profit margin: 0.2% (down from 0.3% in 2Q 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.お知らせ • Aug 10Telling Telecommunication Holding Co.,Ltd announced that it expects to receive CNY 2.5 billion in funding from Shenzhen Investment Holdings Co., LtdTelling Telecommunication Holding Co.,Ltd announced a private placement to issue not more than 307,530,131 shares for an aggregate gross proceeds of not more than CNY 2,500,000,000 on August 8, 2023. The transaction will also include participation from returning investor, Shenzhen Investment Holdings Co., Ltd who will subscribe with more than CNY 476,000,000. The company shall issue shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date. The transaction will include participation from no more than 35 investors. The shares to be issued shall have a hold period of 6 months from closing of the transaction. The transaction has been approved by the 10th Meeting of the company’s 9th directorate, the 20th meeting of the 9th directorate and the 13th meeting of the 9th Supervisory board. The transaction is still subject to the approval of the company’s shareholders, the Shenzhen Stock Exchange and the China Securities Regulatory Commission.お知らせ • Jul 01Telling Telecommunication Holding Co.,Ltd to Report First Half, 2023 Results on Jul 31, 2023Telling Telecommunication Holding Co.,Ltd announced that they will report first half, 2023 results on Jul 31, 2023お知らせ • Jun 08Telling Telecommunication Holding Co.,Ltd Implements Final Profit Distribution Plan of A Shares for 2022, Payable on 13 June 2023Telling Telecommunication Holding Co.,Ltd announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 0.32000000. Record date: 12 June 2023, Ex-date: 13 June 2023, Payment date: 13 June 2023.お知らせ • May 23Telling Telecommunication Holding Approves Cash Dividend for 2022Telling Telecommunication Holding Co.,Ltd at the AGM held on May 19, 2023 approved cash dividend/10 shares (tax included): CNY 0.32000000 for 2022.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: CN¥0.11 (vs CN¥0.20 in FY 2021)Full year 2022 results: EPS: CN¥0.11 (down from CN¥0.20 in FY 2021). Revenue: CN¥76.4b (up 7.6% from FY 2021). Net income: CN¥109.9m (down 47% from FY 2021). Profit margin: 0.1% (down from 0.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 25% per year.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥12.57, the stock trades at a trailing P/E ratio of 58.4x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 123% over the past three years.Reported Earnings • Oct 24Third quarter 2022 earnings released: EPS: CN¥0.063 (vs CN¥0.022 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.063 (up from CN¥0.022 in 3Q 2021). Revenue: CN¥14.8b (up 9.0% from 3Q 2021). Net income: CN¥64.9m (up 190% from 3Q 2021). Profit margin: 0.4% (up from 0.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥11.92, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 118% over the past three years.Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: CN¥0.049 (vs CN¥0.075 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.049 (down from CN¥0.075 in 2Q 2021). Revenue: CN¥19.4b (up 10% from 2Q 2021). Net income: CN¥49.9m (down 35% from 2Q 2021). Profit margin: 0.3% (down from 0.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥12.00, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 104% over the past three years.Reported Earnings • Apr 27Full year 2021 earnings released: EPS: CN¥0.20 (vs CN¥0.18 in FY 2020)Full year 2021 results: EPS: CN¥0.20 (up from CN¥0.18 in FY 2020). Revenue: CN¥71.0b (up 19% from FY 2020). Net income: CN¥206.8m (up 11% from FY 2020). Profit margin: 0.3% (in line with FY 2020). Over the next year, revenue is forecast to grow 14%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 15Full year 2021 earnings released: EPS: CN¥0.20 (vs CN¥0.18 in FY 2020)Full year 2021 results: EPS: CN¥0.20 (up from CN¥0.18 in FY 2020). Revenue: CN¥71.0b (up 19% from FY 2020). Net income: CN¥206.8m (up 11% from FY 2020). Profit margin: 0.3% (in line with FY 2020). Over the next year, revenue is forecast to grow 14%, compared to a 23% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥12.08, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 65% over the past three years.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥15.77, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 193% over the past three years.Reported Earnings • Oct 24Third quarter 2021 earnings released: EPS CN¥0.022 (vs CN¥0.01 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: CN¥13.6b (down 2.0% from 3Q 2020). Net income: CN¥22.4m (up 70% from 3Q 2020). Profit margin: 0.2% (up from 0.1% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to CN¥15.55, the stock trades at a forward P/E ratio of 82x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 142% over the past three years.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 45% share price gain to CN¥11.18, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 26% over the past three years.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 33% share price gain to CN¥8.77, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 3.0% over the past three years.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.01 (vs CN¥0.067 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: CN¥20.0b (up 39% from 1Q 2020). Net income: CN¥10.2m (down 85% from 1Q 2020). Profit margin: 0.1% (down from 0.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥6.91, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 24x in the Electronic industry in China. Total loss to shareholders of 18% over the past three years.Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.18 (vs CN¥0.05 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥59.8b (up 13% from FY 2019). Net income: CN¥185.6m (up 266% from FY 2019). Profit margin: 0.3% (up from 0.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 12% per year.Is New 90 Day High Low • Jan 29New 90-day low: CN¥6.24The company is down 9.0% from its price of CN¥6.85 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 4.0% over the same period.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 22% share price gain to CN¥8.27, the stock is trading at a trailing P/E ratio of 79.1x, up from the previous P/E ratio of 64.7x. This compares to an average P/E of 49x in the Electronic industry in China. Total return to shareholders over the past three years is a loss of 18%.Is New 90 Day High Low • Nov 09New 90-day high: CN¥8.37The company is up 9.0% from its price of CN¥7.66 on 11 August 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period. 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、Telling Telecommunication HoldingLtd 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XSEC:000829 - 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3/31/202697,383-18-2,144-1,844N/A12/31/202590,570-22233490N/A9/30/202580,224-47-331-58N/A6/30/202579,312-41308588N/A3/31/202580,270-13638911N/A12/31/202484,03831-640-304N/A9/30/202494,903-24529771N/A6/30/202496,612-141,1681,435N/A3/31/202498,18339372712N/A1/1/202494,825843,5163,882N/A9/30/202392,945117170687N/A6/30/202387,745160-3,199-2,642N/A3/31/202380,685163-2,937-2,424N/A1/1/202376,427111-4,319-3,811N/A9/30/202272,613221-3,515-2,913N/A6/30/202271,389178-1,548-940N/A3/31/202269,591205-2,328-1,335N/A1/1/202271,000207-4,314-3,379N/A9/30/202167,407209-1,808-1,113N/A6/30/202167,683200-57546N/A3/31/202165,3691279041,097N/A12/31/202059,7841861,3011,468N/A9/30/202059,196106853998N/A6/30/202059,4951111,0811,202N/A3/31/202057,116109124231N/A12/31/201952,94251N/A1,110N/A9/30/201948,988-209N/A818N/A6/30/201945,663-225N/A-51N/A3/31/201942,229-223N/A-474N/A12/31/201842,466-231N/A716N/A9/30/201843,299211N/A-293N/A6/30/201841,801236N/A-526N/A3/31/201841,238232N/A2,700N/A12/31/201739,628234N/A1,064N/A9/30/201736,630193N/A2,730N/A6/30/201734,578260N/A2,902N/A3/31/201732,804221N/A-992N/A12/31/201633,845223N/A-1,098N/A9/30/201637,035-24N/A-384N/A6/30/201638,914-177N/A-522N/A3/31/201640,068-237N/A1,512N/A12/31/201543,030-227N/A1,339N/A9/30/201539,983-603N/A-1,122N/A6/30/201538,862-598N/A288N/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: 000829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: 000829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: 000829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: 000829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: 000829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: 000829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2026/05/24 05:49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Telling Telecommunication Holding 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。6 アナリスト機関Haiyan GuoChina International Capital Corporation LimitedXueqin ZhaoCitic Securities Co., Ltd.Geng KunHuatai Research3 その他のアナリストを表示
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Director Zhengping Xiong was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 29Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 22, 2026Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 22, 2026, at 13:30 China Standard Time. Location: Tower D, No. 117, Dewai Avenue, Xicheng District, Beijing China
お知らせ • Mar 31Telling Telecommunication Holding Co.,Ltd to Report Q1, 2026 Results on Apr 29, 2026Telling Telecommunication Holding Co.,Ltd announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31Telling Telecommunication Holding Co.,Ltd to Report Fiscal Year 2025 Results on Apr 29, 2026Telling Telecommunication Holding Co.,Ltd announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30Telling Telecommunication Holding Co.,Ltd to Report Q3, 2025 Results on Oct 27, 2025Telling Telecommunication Holding Co.,Ltd announced that they will report Q3, 2025 results on Oct 27, 2025
お知らせ • Jul 02Telling Telecommunication Holding Co.,Ltd to Report First Half, 2025 Results on Aug 30, 2025Telling Telecommunication Holding Co.,Ltd announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • May 27Telling Telecommunication Holding Co.,Ltd Approves Cash Dividend for the Year 2024Telling Telecommunication Holding Co.,Ltd held its Annual General Meeting of 2024 on 23 May 2025, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 0.10000000 for the year 2024.
お知らせ • Apr 29Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 23, 2025Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 23, 2025, at 13:30 China Standard Time.
お知らせ • Mar 31Telling Telecommunication Holding Co.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Telling Telecommunication Holding Co.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 31Telling Telecommunication Holding Co.,Ltd to Report Fiscal Year 2024 Results on Apr 24, 2025Telling Telecommunication Holding Co.,Ltd announced that they will report fiscal year 2024 results on Apr 24, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.011 (vs CN¥0.021 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.011 (down from CN¥0.021 in 3Q 2023). Revenue: CN¥18.3b (down 8.5% from 3Q 2023). Net income: CN¥10.9m (down 49% from 3Q 2023). Profit margin: 0.1% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Telling Telecommunication Holding Co.,Ltd to Report Q3, 2024 Results on Oct 31, 2024Telling Telecommunication Holding Co.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.006 loss per share (vs CN¥0.046 profit in 2Q 2023)Second quarter 2024 results: CN¥0.006 loss per share (down from CN¥0.046 profit in 2Q 2023). Revenue: CN¥24.9b (down 5.9% from 2Q 2023). Net loss: CN¥6.15m (down 113% from profit in 2Q 2023). Profit margin: 0% (down from 0.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
New Risk • Aug 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 7.3% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.04% net profit margin).
お知らせ • Jun 29Telling Telecommunication Holding Co.,Ltd to Report First Half, 2024 Results on Aug 29, 2024Telling Telecommunication Holding Co.,Ltd announced that they will report first half, 2024 results on Aug 29, 2024
Declared Dividend • Jun 14Dividend reduced to CN¥0.025Dividend of CN¥0.025 is 22% lower than last year. Ex-date: 19th June 2024 Payment date: 19th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 65%. Cash payout ratio: 7%.
New Risk • May 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.04% net profit margin).
お知らせ • Apr 30Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 20, 2024Telling Telecommunication Holding Co.,Ltd, Annual General Meeting, May 20, 2024, at 13:30 China Standard Time. Location: The Company Headquarters' Meeting Room, Beijing China
Reported Earnings • Apr 17Full year 2023 earnings released: EPS: CN¥0.08 (vs CN¥0.11 in FY 2022)Full year 2023 results: EPS: CN¥0.08 (down from CN¥0.11 in FY 2022). Revenue: CN¥94.8b (up 24% from FY 2022). Net income: CN¥83.7m (down 24% from FY 2022). Profit margin: 0.1% (in line with FY 2022). Revenue is forecast to grow 12% 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, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Mar 30Telling Telecommunication Holding Co.,Ltd to Report Q1, 2024 Results on Apr 30, 2024Telling Telecommunication Holding Co.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024
New Risk • Mar 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). High level of non-cash earnings (50% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end).
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥9.61, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 67% over the past three years.
New Risk • Feb 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 50% 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 Risks Interest payments are not well covered by earnings (1.4x net interest cover). Share price has been highly volatile over the past 3 months (9.7% average weekly change). High level of non-cash earnings (50% accrual ratio).
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥7.22, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in China. Total returns to shareholders of 31% over the past three years.
お知らせ • Dec 29Telling Telecommunication Holding Co.,Ltd to Report Fiscal Year 2023 Results on Apr 29, 2024Telling Telecommunication Holding Co.,Ltd announced that they will report fiscal year 2023 results on Apr 29, 2024
New Risk • Nov 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 6.3% 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 Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (0.1% net profit margin).
New Risk • Nov 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.1% Last year net profit margin: 0.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (0.1% net profit margin).
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.021 (vs CN¥0.063 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.021 (down from CN¥0.063 in 3Q 2022). Revenue: CN¥20.0b (up 35% from 3Q 2022). Net income: CN¥21.6m (down 67% from 3Q 2022). Profit margin: 0.1% (down from 0.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. 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 8% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥9.21, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.049 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.049 in 2Q 2022). Revenue: CN¥26.5b (up 36% from 2Q 2022). Net income: CN¥46.9m (down 6.0% from 2Q 2022). Profit margin: 0.2% (down from 0.3% in 2Q 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.
お知らせ • Aug 10Telling Telecommunication Holding Co.,Ltd announced that it expects to receive CNY 2.5 billion in funding from Shenzhen Investment Holdings Co., LtdTelling Telecommunication Holding Co.,Ltd announced a private placement to issue not more than 307,530,131 shares for an aggregate gross proceeds of not more than CNY 2,500,000,000 on August 8, 2023. The transaction will also include participation from returning investor, Shenzhen Investment Holdings Co., Ltd who will subscribe with more than CNY 476,000,000. The company shall issue shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date. The transaction will include participation from no more than 35 investors. The shares to be issued shall have a hold period of 6 months from closing of the transaction. The transaction has been approved by the 10th Meeting of the company’s 9th directorate, the 20th meeting of the 9th directorate and the 13th meeting of the 9th Supervisory board. The transaction is still subject to the approval of the company’s shareholders, the Shenzhen Stock Exchange and the China Securities Regulatory Commission.
お知らせ • Jul 01Telling Telecommunication Holding Co.,Ltd to Report First Half, 2023 Results on Jul 31, 2023Telling Telecommunication Holding Co.,Ltd announced that they will report first half, 2023 results on Jul 31, 2023
お知らせ • Jun 08Telling Telecommunication Holding Co.,Ltd Implements Final Profit Distribution Plan of A Shares for 2022, Payable on 13 June 2023Telling Telecommunication Holding Co.,Ltd announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 0.32000000. Record date: 12 June 2023, Ex-date: 13 June 2023, Payment date: 13 June 2023.
お知らせ • May 23Telling Telecommunication Holding Approves Cash Dividend for 2022Telling Telecommunication Holding Co.,Ltd at the AGM held on May 19, 2023 approved cash dividend/10 shares (tax included): CNY 0.32000000 for 2022.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: CN¥0.11 (vs CN¥0.20 in FY 2021)Full year 2022 results: EPS: CN¥0.11 (down from CN¥0.20 in FY 2021). Revenue: CN¥76.4b (up 7.6% from FY 2021). Net income: CN¥109.9m (down 47% from FY 2021). Profit margin: 0.1% (down from 0.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 25% per year.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥12.57, the stock trades at a trailing P/E ratio of 58.4x. Average trailing P/E is 39x in the Electronic industry in China. Total returns to shareholders of 123% over the past three years.
Reported Earnings • Oct 24Third quarter 2022 earnings released: EPS: CN¥0.063 (vs CN¥0.022 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.063 (up from CN¥0.022 in 3Q 2021). Revenue: CN¥14.8b (up 9.0% from 3Q 2021). Net income: CN¥64.9m (up 190% from 3Q 2021). Profit margin: 0.4% (up from 0.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥11.92, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 118% over the past three years.
Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: CN¥0.049 (vs CN¥0.075 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.049 (down from CN¥0.075 in 2Q 2021). Revenue: CN¥19.4b (up 10% from 2Q 2021). Net income: CN¥49.9m (down 35% from 2Q 2021). Profit margin: 0.3% (down from 0.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥12.00, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 104% over the past three years.
Reported Earnings • Apr 27Full year 2021 earnings released: EPS: CN¥0.20 (vs CN¥0.18 in FY 2020)Full year 2021 results: EPS: CN¥0.20 (up from CN¥0.18 in FY 2020). Revenue: CN¥71.0b (up 19% from FY 2020). Net income: CN¥206.8m (up 11% from FY 2020). Profit margin: 0.3% (in line with FY 2020). Over the next year, revenue is forecast to grow 14%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 15Full year 2021 earnings released: EPS: CN¥0.20 (vs CN¥0.18 in FY 2020)Full year 2021 results: EPS: CN¥0.20 (up from CN¥0.18 in FY 2020). Revenue: CN¥71.0b (up 19% from FY 2020). Net income: CN¥206.8m (up 11% from FY 2020). Profit margin: 0.3% (in line with FY 2020). Over the next year, revenue is forecast to grow 14%, compared to a 23% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥12.08, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 65% over the past three years.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥15.77, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 193% over the past three years.
Reported Earnings • Oct 24Third quarter 2021 earnings released: EPS CN¥0.022 (vs CN¥0.01 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: CN¥13.6b (down 2.0% from 3Q 2020). Net income: CN¥22.4m (up 70% from 3Q 2020). Profit margin: 0.2% (up from 0.1% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to CN¥15.55, the stock trades at a forward P/E ratio of 82x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 142% over the past three years.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 45% share price gain to CN¥11.18, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 26% over the past three years.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 33% share price gain to CN¥8.77, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 3.0% over the past three years.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.01 (vs CN¥0.067 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: CN¥20.0b (up 39% from 1Q 2020). Net income: CN¥10.2m (down 85% from 1Q 2020). Profit margin: 0.1% (down from 0.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥6.91, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 24x in the Electronic industry in China. Total loss to shareholders of 18% over the past three years.
Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.18 (vs CN¥0.05 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥59.8b (up 13% from FY 2019). Net income: CN¥185.6m (up 266% from FY 2019). Profit margin: 0.3% (up from 0.1% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 12% per year.
Is New 90 Day High Low • Jan 29New 90-day low: CN¥6.24The company is down 9.0% from its price of CN¥6.85 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 4.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 22% share price gain to CN¥8.27, the stock is trading at a trailing P/E ratio of 79.1x, up from the previous P/E ratio of 64.7x. This compares to an average P/E of 49x in the Electronic industry in China. Total return to shareholders over the past three years is a loss of 18%.
Is New 90 Day High Low • Nov 09New 90-day high: CN¥8.37The company is up 9.0% from its price of CN¥7.66 on 11 August 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period.