View Financial HealthShenzhen Deren Electronic 配当と自社株買い配当金 基準チェック /06Shenzhen Deren Electronic現在配当金を支払っていません。主要情報0%配当利回り-0.1%バイバック利回り総株主利回り-0.1%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • Apr 29Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 21, 2026Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 21, 2026, at 14:30 China Standard Time. Location: No. 366, Chaofeng Road, Fenghuang Subdistrict, Guangming District, Shenzhen, Guangdong Chinaお知らせ • Mar 31Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Dec 31Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026お知らせ • Sep 30Shenzhen Deren Electronic Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Sep 04Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership) agreed to acquire 18% stake in Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. from Shenzhen Deren Electronic Co., Ltd. (SZSE:002055) for approximately CNY 140 million.Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership) agreed to acquire 18% stake in Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. from Shenzhen Deren Electronic Co., Ltd. (SZSE:002055) for approximately CNY 140 million on September 2, 2025. A cash consideration of CNY 135 million will be paid by Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership). As part of consideration, CNY 135 million is paid towards common equity of Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. For the period ending June 30, 2025, Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. reported total revenue of CNY 1.81 billion. As of June 30, 2025, Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. reported total common equity of CNY 845.74 million.お知らせ • Jul 02Shenzhen Deren Electronic Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025お知らせ • Apr 29Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 22, 2025Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 22, 2025, at 14:30 China Standard Time.お知らせ • Mar 31Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025お知らせ • Dec 31Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025Reported Earnings • Oct 26Third quarter 2024 earnings released: CN¥0.051 loss per share (vs CN¥0.002 profit in 3Q 2023)Third quarter 2024 results: CN¥0.051 loss per share (down from CN¥0.002 profit in 3Q 2023). Revenue: CN¥1.20b (down 28% from 3Q 2023). Net loss: CN¥31.1m (down CN¥32.2m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Shenzhen Deren Electronic Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.11 loss per share (vs CN¥0.077 profit in 2Q 2023)Second quarter 2024 results: CN¥0.11 loss per share (down from CN¥0.077 profit in 2Q 2023). Revenue: CN¥1.38b (down 12% from 2Q 2023). Net loss: CN¥67.5m (down 246% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Jun 29Shenzhen Deren Electronic Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024New Risk • Jun 03New 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 10% 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 Less than 1 year of cash runway based on free cash flow trend (-CN¥741m free cash flow). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 18% per year over the past 5 years.お知らせ • May 01Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 30, 2024Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 30, 2024, at 14:30 China Standard Time. Location: No. 366, Chaofeng Road, Fenghuang Subdistrict, Guangming District, Shenzhen, Guangdong ChinaReported Earnings • Apr 30Full year 2023 earnings released: CN¥0.34 loss per share (vs CN¥0.42 loss in FY 2022)Full year 2023 results: CN¥0.34 loss per share (improved from CN¥0.42 loss in FY 2022). Revenue: CN¥5.99b (down 23% from FY 2022). Net loss: CN¥203.1m (loss narrowed 21% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Mar 30Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Jan 03Shenzhen Deren Electronic Co., Ltd. Approves Appointment of Liu Biao as Non-Independent DirectorShenzhen Deren Electronic Co., Ltd. announced at the EGM held on December 29, 2023, approved election of Liu Biao as non-independent director.お知らせ • Dec 30Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.002 (vs CN¥0.007 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.002 (down from CN¥0.007 in 3Q 2022). Revenue: CN¥1.67b (down 15% from 3Q 2022). Net income: CN¥1.15m (down 73% from 3Q 2022). Profit margin: 0.1% (down from 0.2% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.077 (vs CN¥0.11 loss in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.077 (up from CN¥0.11 loss in 2Q 2022). Revenue: CN¥1.56b (down 14% from 2Q 2022). Net income: CN¥46.1m (up CN¥114.5m from 2Q 2022). Profit margin: 3.0% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥506m free cash flow). Earnings have declined by 44% per year over the past 5 years.Reported Earnings • Apr 28First quarter 2023 earnings released: CN¥0.065 loss per share (vs CN¥0.015 profit in 1Q 2022)First quarter 2023 results: CN¥0.065 loss per share (down from CN¥0.015 profit in 1Q 2022). Revenue: CN¥1.81b (down 2.7% from 1Q 2022). Net loss: CN¥39.1m (down CN¥48.1m from profit in 1Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 11% per year.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 2 highly experienced directors. Chairman of the Board Jianmin Qiu is the most experienced director on the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.007 (vs CN¥0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.007 (up from CN¥0.14 loss in 3Q 2021). Revenue: CN¥1.97b (up 16% from 3Q 2021). Net income: CN¥4.19m (up CN¥69.2m from 3Q 2021). Profit margin: 0.2% (up from net loss in 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 29Second quarter 2022 earnings released: CN¥0.11 loss per share (vs CN¥0.014 profit in 2Q 2021)Second quarter 2022 results: CN¥0.11 loss per share (down from CN¥0.014 profit in 2Q 2021). Revenue: CN¥1.81b (down 6.6% from 2Q 2021). Net loss: CN¥68.4m (down CN¥75.1m from profit in 2Q 2021). Over the next year, revenue is forecast to grow 21%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Buying Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be CN¥13.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.015 (vs CN¥0.029 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.015 (down from CN¥0.029 in 1Q 2021). Revenue: CN¥1.86b (up 3.6% from 1Q 2021). Net income: CN¥9.01m (down 34% from 1Q 2021). Profit margin: 0.5% (down from 0.8% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Non-Independent Director Yang Qiu is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 23Third quarter 2021 earnings released: CN¥0.14 loss per share (vs CN¥0.11 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥1.70b (down 11% from 3Q 2020). Net loss: CN¥65.1m (down 227% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.014 (vs CN¥0.33 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.94b (up 13% from 2Q 2020). Net income: CN¥6.78m (down 96% from 2Q 2020). Profit margin: 0.3% (down from 9.3% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥10.12, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 45% over the past three years.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.029 (vs CN¥0.027 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥1.79b (up 33% from 1Q 2020). Net income: CN¥13.6m (up 6.0% from 1Q 2020). Profit margin: 0.8% (down from 0.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 25New 90-day low: CN¥12.70The company is down 24% from its price of CN¥16.69 on 28 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day low: CN¥12.73The company is down 20% from its price of CN¥15.85 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period.Is New 90 Day High Low • Dec 09New 90-day low: CN¥14.10The company is down 18% from its price of CN¥17.26 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.Is New 90 Day High Low • Oct 29New 90-day low: CN¥15.02The company is down 12% from its price of CN¥17.00 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.29 per share.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥411.1m, with earnings decreasing by CN¥623.8m from the prior year. Total revenue was CN¥7.45b over the last 12 months, up 5.1% from the prior year.決済の安定と成長配当データの取得安定した配当: 002055の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 002055の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Shenzhen Deren Electronic 配当利回り対市場002055 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (002055)0%市場下位25% (CN)0.4%市場トップ25% (CN)1.9%業界平均 (Electronic)1.0%アナリスト予想 (002055) (最長3年)n/a注目すべき配当: 002055は最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 002055は最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 002055 CN市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: 002055が配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management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 11:29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Shenzhen Deren Electronic 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。7 アナリスト機関Kai LiuEverbright Securities Co. Ltd.Liang LiuIndustrial Securities Co. Ltd.Jin GuoMacquarie Research4 その他のアナリストを表示
お知らせ • Apr 29Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 21, 2026Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 21, 2026, at 14:30 China Standard Time. Location: No. 366, Chaofeng Road, Fenghuang Subdistrict, Guangming District, Shenzhen, Guangdong China
お知らせ • Mar 31Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Dec 31Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026
お知らせ • Sep 30Shenzhen Deren Electronic Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Sep 04Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership) agreed to acquire 18% stake in Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. from Shenzhen Deren Electronic Co., Ltd. (SZSE:002055) for approximately CNY 140 million.Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership) agreed to acquire 18% stake in Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. from Shenzhen Deren Electronic Co., Ltd. (SZSE:002055) for approximately CNY 140 million on September 2, 2025. A cash consideration of CNY 135 million will be paid by Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership). As part of consideration, CNY 135 million is paid towards common equity of Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. For the period ending June 30, 2025, Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. reported total revenue of CNY 1.81 billion. As of June 30, 2025, Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. reported total common equity of CNY 845.74 million.
お知らせ • Jul 02Shenzhen Deren Electronic Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025
お知らせ • Apr 29Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 22, 2025Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 22, 2025, at 14:30 China Standard Time.
お知らせ • Mar 31Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
お知らせ • Dec 31Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
Reported Earnings • Oct 26Third quarter 2024 earnings released: CN¥0.051 loss per share (vs CN¥0.002 profit in 3Q 2023)Third quarter 2024 results: CN¥0.051 loss per share (down from CN¥0.002 profit in 3Q 2023). Revenue: CN¥1.20b (down 28% from 3Q 2023). Net loss: CN¥31.1m (down CN¥32.2m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Shenzhen Deren Electronic Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.11 loss per share (vs CN¥0.077 profit in 2Q 2023)Second quarter 2024 results: CN¥0.11 loss per share (down from CN¥0.077 profit in 2Q 2023). Revenue: CN¥1.38b (down 12% from 2Q 2023). Net loss: CN¥67.5m (down 246% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Jun 29Shenzhen Deren Electronic Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
New Risk • Jun 03New 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 10% 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 Less than 1 year of cash runway based on free cash flow trend (-CN¥741m free cash flow). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 18% per year over the past 5 years.
お知らせ • May 01Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 30, 2024Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 30, 2024, at 14:30 China Standard Time. Location: No. 366, Chaofeng Road, Fenghuang Subdistrict, Guangming District, Shenzhen, Guangdong China
Reported Earnings • Apr 30Full year 2023 earnings released: CN¥0.34 loss per share (vs CN¥0.42 loss in FY 2022)Full year 2023 results: CN¥0.34 loss per share (improved from CN¥0.42 loss in FY 2022). Revenue: CN¥5.99b (down 23% from FY 2022). Net loss: CN¥203.1m (loss narrowed 21% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 30Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Jan 03Shenzhen Deren Electronic Co., Ltd. Approves Appointment of Liu Biao as Non-Independent DirectorShenzhen Deren Electronic Co., Ltd. announced at the EGM held on December 29, 2023, approved election of Liu Biao as non-independent director.
お知らせ • Dec 30Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.002 (vs CN¥0.007 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.002 (down from CN¥0.007 in 3Q 2022). Revenue: CN¥1.67b (down 15% from 3Q 2022). Net income: CN¥1.15m (down 73% from 3Q 2022). Profit margin: 0.1% (down from 0.2% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.
Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.077 (vs CN¥0.11 loss in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.077 (up from CN¥0.11 loss in 2Q 2022). Revenue: CN¥1.56b (down 14% from 2Q 2022). Net income: CN¥46.1m (up CN¥114.5m from 2Q 2022). Profit margin: 3.0% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥506m free cash flow). Earnings have declined by 44% per year over the past 5 years.
Reported Earnings • Apr 28First quarter 2023 earnings released: CN¥0.065 loss per share (vs CN¥0.015 profit in 1Q 2022)First quarter 2023 results: CN¥0.065 loss per share (down from CN¥0.015 profit in 1Q 2022). Revenue: CN¥1.81b (down 2.7% from 1Q 2022). Net loss: CN¥39.1m (down CN¥48.1m from profit in 1Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 11% per year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 2 highly experienced directors. Chairman of the Board Jianmin Qiu is the most experienced director on the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.007 (vs CN¥0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.007 (up from CN¥0.14 loss in 3Q 2021). Revenue: CN¥1.97b (up 16% from 3Q 2021). Net income: CN¥4.19m (up CN¥69.2m from 3Q 2021). Profit margin: 0.2% (up from net loss in 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 29Second quarter 2022 earnings released: CN¥0.11 loss per share (vs CN¥0.014 profit in 2Q 2021)Second quarter 2022 results: CN¥0.11 loss per share (down from CN¥0.014 profit in 2Q 2021). Revenue: CN¥1.81b (down 6.6% from 2Q 2021). Net loss: CN¥68.4m (down CN¥75.1m from profit in 2Q 2021). Over the next year, revenue is forecast to grow 21%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Buying Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be CN¥13.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.015 (vs CN¥0.029 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.015 (down from CN¥0.029 in 1Q 2021). Revenue: CN¥1.86b (up 3.6% from 1Q 2021). Net income: CN¥9.01m (down 34% from 1Q 2021). Profit margin: 0.5% (down from 0.8% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Non-Independent Director Yang Qiu is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 23Third quarter 2021 earnings released: CN¥0.14 loss per share (vs CN¥0.11 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥1.70b (down 11% from 3Q 2020). Net loss: CN¥65.1m (down 227% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.014 (vs CN¥0.33 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.94b (up 13% from 2Q 2020). Net income: CN¥6.78m (down 96% from 2Q 2020). Profit margin: 0.3% (down from 9.3% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥10.12, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 45% over the past three years.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.029 (vs CN¥0.027 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥1.79b (up 33% from 1Q 2020). Net income: CN¥13.6m (up 6.0% from 1Q 2020). Profit margin: 0.8% (down from 0.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 25New 90-day low: CN¥12.70The company is down 24% from its price of CN¥16.69 on 28 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day low: CN¥12.73The company is down 20% from its price of CN¥15.85 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Dec 09New 90-day low: CN¥14.10The company is down 18% from its price of CN¥17.26 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Oct 29New 90-day low: CN¥15.02The company is down 12% from its price of CN¥17.00 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.29 per share.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥411.1m, with earnings decreasing by CN¥623.8m from the prior year. Total revenue was CN¥7.45b over the last 12 months, up 5.1% from the prior year.