View ValuationShenzhen Sunway Communication 将来の成長Future 基準チェック /56Shenzhen Sunway Communication利益と収益がそれぞれ年間27.6%と21.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.4% 27.1%なると予測されています。主要情報27.6%収益成長率27.15%EPS成長率Communications 収益成長46.8%収益成長率21.3%将来の株主資本利益率13.36%アナリストカバレッジLow最終更新日22 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20High 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. 2 experienced directors. 3 highly experienced directors. Chairman & GM Hao Peng is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 20Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, May 08, 2026Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, May 08, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong Chinaお知らせ • Mar 31Shenzhen Sunway Communication Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Shenzhen Sunway Communication Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Mar 14Shenzhen Sunway Communication Co., Ltd. announced that it expects to receive CNY 6 billion in fundingShenzhen Sunway Communication Co., Ltd. announced private placement to issue not more than 290,270,591 shares for gross proceeds of not more than CNY 6,000,000,000 on March 13, 2026. The transaction will include participation from not more than 235 investors, that will include qualified fund management companies, securities companies, trust companies, finance companies, insurance institutional investors, qualified foreign institutional investors (QFIIs), CNY qualified foreign institutional investors (RQFIIs), and other legal persons, natural persons, or other institutional investors that meet the requirements of laws and regulations The company also announced that among these investors if a fund management company, securities company, wealth management company, insurance company, QFII, or RQFII subscribes with two or more products under its management, it will be considered as one subscriber. Trust companies, as subscribers, can only subscribe with their own funds. The number of shares to be issued to specific targets will be determined by dividing the total amount of funds raised by the issue price, and will not exceed 30% of the company's total share capital before this issuance. The pricing benchmark date for this private placement of shares is the first day of the issuance period. The issuance price will not be lower than 80% of the average trading price of the company's shares in the twenty trading days prior to the pricing benchmark date. If the company undergoes any ex-rights or ex-dividend events between the pricing benchmark date and the issuance date, the issuance price will be adjusted accordingly. Following the completion of this issuance, the shares subscribed by the subscribers shall not be transferred within six months from the date of completion of the issuance. The transaction is approved by board of directors of the company in its third meeting of the sixth board of directors of the company. The transaction, issuance plan and the final maximum number of shares to be issued is subject to approval of shareholders in company's shareholders' meeting, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission (CSRC) before it can be implemented. The final issuance plan shall be subject to the plan approved and registered by the CSRC.お知らせ • Dec 31Shenzhen Sunway Communication Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Shenzhen Sunway Communication Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026お知らせ • Sep 30Shenzhen Sunway Communication Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Shenzhen Sunway Communication Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • Sep 08Shenzhen Sunway Communication Co., Ltd. Approves Board AppointmentsShenzhen Sunway Comm Technology Co., Ltd. at its 2nd Extraordinary General Meeting of 2025 on 05 September 2025 approved Peng Yufei, non-independent director; Zhou Jinjun, non-independent director and Li Li, independent director; Li Tianming, independent director and Xia Jun as independent director.お知らせ • Jul 02Shenzhen Sunway Communication Co., Ltd. to Report First Half, 2025 Results on Aug 15, 2025Shenzhen Sunway Communication Co., Ltd. announced that they will report first half, 2025 results on Aug 15, 2025お知らせ • Jun 05Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, Jun 26, 2025Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, Jun 26, 2025, at 14:00 China Standard Time. Location: 2F, North Area, Building A, No. 2, Kefeng Road, Science Park, Nanshan District, Shenzhen, Guangdong Chinaお知らせ • Mar 31Shenzhen Sunway Communication Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Shenzhen Sunway Communication Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 31Shenzhen Sunway Communication Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Shenzhen Sunway Communication Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥29.23, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 32x in the Communications industry in China. Total returns to shareholders of 15% over the past three years.New Risk • Oct 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 87% 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: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.34 (vs CN¥0.34 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.34 (up from CN¥0.34 in 3Q 2023). Revenue: CN¥2.65b (up 18% from 3Q 2023). Net income: CN¥330.5m (up 2.1% from 3Q 2023). Profit margin: 13% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.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¥23.30, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 28x in the Communications industry in China. Total returns to shareholders of 8.6% over the past three years.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CN¥23.20, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 4.1% over the past three years.お知らせ • Sep 30Shenzhen Sunway Communication Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Shenzhen Sunway Communication Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024お知らせ • Aug 23Shenzhen Sunway Communication Co., Ltd. (SZSE:300136) announces an Equity Buyback for CNY 400 million worth of its shares.Shenzhen Sunway Communication Co., Ltd. (SZSE:300136) announces a share repurchase program. Under the program, the company will repurchase up to CNY 400 million worth of its shares. The shares will be repurchased at a price no more than CNY 25 per share. Repurchased will be funded using company's own funds. Repurchased shares will be used for employee stock ownership plans and/or equity incentive plans. The program is valid for 12 months.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.053 (vs CN¥0.05 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.053 (up from CN¥0.05 in 2Q 2023). Revenue: CN¥1.89b (up 17% from 2Q 2023). Net income: CN¥51.1m (up 5.6% from 2Q 2023). Profit margin: 2.7% (down from 3.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.New Risk • Jul 18New 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 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥21.28, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the Communications industry in China. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.84 per share.お知らせ • Jun 29Shenzhen Sunway Communication Co., Ltd. to Report First Half, 2024 Results on Aug 22, 2024Shenzhen Sunway Communication Co., Ltd. announced that they will report first half, 2024 results on Aug 22, 2024Declared Dividend • Jun 10Dividend increased to CN¥0.10Dividend of CN¥0.10 is 100% higher than last year. Ex-date: 14th June 2024 Payment date: 14th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 23% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 106% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 08Shenzhen Sunway Communication Co., Ltd. Announces Dividend of A Shares for the Year 2023, Payable on 14 June 2024Shenzhen Sunway Communication Co., Ltd. announced cash dividend/10 shares (tax included) of CNY 1.00000000 of A shares for the year 2023. Record date is 13 June 2024. Ex-date is 14 June 2024. Payment date is 14 June 2024.New Risk • Apr 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% 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. This is currently the only risk that has been identified for the company.お知らせ • Apr 24Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, May 16, 2024Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: 2F, North Area, Building A, No. 2, Kefeng Road, Science Park, Nanshan District, Shenzhen, Guangdong ChinaReported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.15 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.16 (up from CN¥0.15 in 1Q 2023). Revenue: CN¥1.86b (up 7.0% from 1Q 2023). Net income: CN¥151.7m (up 4.5% from 1Q 2023). Profit margin: 8.2% (down from 8.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.お知らせ • Mar 30Shenzhen Sunway Communication Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Shenzhen Sunway Communication Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥15.72, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Communications industry in China. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.81 per share.お知らせ • Dec 30Shenzhen Sunway Communication Co., Ltd. to Report Fiscal Year 2023 Results on Apr 24, 2024Shenzhen Sunway Communication Co., Ltd. announced that they will report fiscal year 2023 results on Apr 24, 2024Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.43 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.34 (down from CN¥0.43 in 3Q 2022). Revenue: CN¥2.25b (down 9.5% from 3Q 2022). Net income: CN¥323.8m (down 22% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China. 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 20% per year.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥25.02, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Communications industry in China. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.11 per share.New Risk • Oct 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Sep 30Shenzhen Sunway Communication Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023Shenzhen Sunway Communication Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥19.76, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 29x in the Communications industry in China. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.80 per share.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.05 (vs CN¥0.065 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.05 (down from CN¥0.065 in 2Q 2022). Revenue: CN¥1.61b (down 9.6% from 2Q 2022). Net income: CN¥48.4m (down 23% from 2Q 2022). Profit margin: 3.0% (down from 3.5% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.Buying Opportunity • Aug 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be CN¥22.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 30% in 2 years. Earnings is forecast to grow by 61% in the next 2 years.お知らせ • May 26Shenzhen Sunway Communication Co., Ltd Approves Final Cash Dividend for 2022Shenzhen Sunway Communication Co., Ltd. Annual General Meeting of 2022 on 22 May 2023, approved Cash dividend/10 shares (tax included) of CNY 0.50000000 for the year 2022.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Executive Deputy GM & Director Huilin Wu was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.43 (vs CN¥0.32 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.43 (up from CN¥0.32 in 3Q 2021). Revenue: CN¥2.48b (up 7.3% from 3Q 2021). Net income: CN¥417.4m (up 37% from 3Q 2021). Profit margin: 17% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 26% per year.Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: CN¥0.065 (vs CN¥0.059 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.065 (up from CN¥0.059 in 2Q 2021). Revenue: CN¥1.78b (up 23% from 2Q 2021). Net income: CN¥62.9m (up 10.0% from 2Q 2021). Profit margin: 3.5% (down from 4.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 28% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 15% per year.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.12 in 1Q 2021). Revenue: CN¥1.91b (up 19% from 1Q 2021). Net income: CN¥121.0m (up 5.0% from 1Q 2021). Profit margin: 6.3% (down from 7.1% in 1Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. Employee Representative to the Supervisory Board Li Na Guan was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.32 (vs CN¥0.43 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥2.31b (up 30% from 3Q 2020). Net income: CN¥305.5m (down 27% from 3Q 2020). Profit margin: 13% (down from 23% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 6% per year and the company’s share price has also fallen by 6% per year.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥25.86, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 29x in the Communications industry in China. Total loss to shareholders of 24% over the past three years.Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS CN¥0.059 (vs CN¥0.28 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.44b (down 4.6% from 2Q 2020). Net income: CN¥57.2m (down 79% from 2Q 2020). Profit margin: 4.0% (down from 18% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Apr 26First quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.065 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.61b (up 54% from 1Q 2020). Net income: CN¥115.2m (up 84% from 1Q 2020). Profit margin: 7.1% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.Is New 90 Day High Low • Mar 16New 90-day low: CN¥27.56The company is down 31% from a price of CN¥40.10 on 16 December 2020. Underperformed the Chinese market, which is down 2.0% over the last 90 days. Lagged the Communications industry, which is down 17% over the same period. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.76 per share.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥28.86, the stock is trading at a trailing P/E ratio of 29.7x, down from the previous P/E ratio of 35.2x. This compares to an average P/E of 50x in the Communications industry in China. Total return to shareholders over the past three years is a loss of 28%.Is New 90 Day High Low • Jan 28New 90-day low: CN¥31.79The company is down 33% from its price of CN¥47.50 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 Communications industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥27.65 per share.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥40.91, the stock is trading at a trailing P/E ratio of 42.2x, up from the previous P/E ratio of 35.8x. This compares to an average P/E of 55x in the Communications industry in China. Total return to shareholders over the past three years is a loss of 5.0%.Is New 90 Day High Low • Dec 28New 90-day low: CN¥36.17The company is down 34% from its price of CN¥54.51 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥33.02 per share.Is New 90 Day High Low • Dec 10New 90-day low: CN¥44.12The company is down 26% from its price of CN¥59.48 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 Communications industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥28.59 per share.Valuation Update With 7 Day Price Move • Nov 17Market pulls back on stock over the past weekAfter last week's 16% share price decline to CN¥44.40, the stock is trading at a trailing P/E ratio of 45.8x, down from the previous P/E ratio of 54.4x. This compares to an average P/E of 64x in the Communications industry in China. Total return to shareholders over the past three years is a loss of 26%.Is New 90 Day High Low • Nov 16New 90-day low: CN¥44.97The company is down 22% from its price of CN¥57.49 on 18 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥25.78 per share.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥937.8m, down 1.7% from the prior year. Total revenue was CN¥5.90b over the last 12 months, up 20% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 1.2% at CN¥1.78b. Revenue is forecast to grow 52% over the next year, compared to a 29% growth forecast for the Communications industry in China.業績と収益の成長予測XSEC:300136 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202816,8641,661-681595212/31/202712,8771,2791,0722,287312/31/202610,7231,027-52558743/31/20269,159736-1031,141N/A12/31/20258,9107094561,689N/A9/30/20258,8126153701,626N/A6/30/20258,7016212091,554N/A3/31/20258,629587-281,166N/A12/31/20248,744662-91,076N/A9/30/20248,3485371251,012N/A6/30/20247,9485312541,041N/A3/31/20247,6695289231,567N/A12/31/20237,5485211,2291,818N/A9/30/20238,0065651,0121,766N/A6/30/20238,2426581,1691,823N/A3/31/20238,4136731,1681,871N/A1/1/20238,5906494811,193N/A9/30/20228,3896298281,677N/A6/30/20228,2195175931,576N/A3/31/20227,882511-501,013N/A1/1/20227,581505171,322N/A9/30/20217,424704-405792N/A6/30/20216,892816-321898N/A3/31/20216,9621,0252711,417N/A12/31/20206,3949725811,498N/A9/30/20205,8999389341,681N/A6/30/20205,7379809061,629N/A3/31/20205,0848412331,139N/A12/31/20195,1341,020N/A677N/A9/30/20194,923954N/A509N/A6/30/20194,836919N/A396N/A3/31/20194,9391,019N/A478N/A12/31/20184,707988N/A609N/A9/30/20184,3111,036N/A672N/A6/30/20183,828923N/A755N/A3/31/20183,579895N/A655N/A12/31/20173,435889N/A737N/A9/30/20173,390900N/A587N/A6/30/20173,073771N/A384N/A3/31/20172,776663N/A331N/A12/31/20162,413532N/A151N/A9/30/20161,901427N/A138N/A6/30/20161,560314N/A257N/A3/31/20161,422268N/A270N/A12/31/20151,300221N/A212N/A9/30/20151,152154N/A136N/A6/30/2015962110N/A113N/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: 300136の予測収益成長率 (年間27.6% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 300136の収益 ( 27.6% ) はCN市場 ( 27.3% ) よりも速いペースで成長すると予測されています。高成長収益: 300136の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 300136の収益 ( 21.3% ) CN市場 ( 16.4% ) よりも速いペースで成長すると予測されています。高い収益成長: 300136の収益 ( 21.3% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 300136の 自己資本利益率 は、3年後には低くなると予測されています ( 13.4 %)。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2026/05/27 02:31終値2026/05/27 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 Sunway Communication Co., Ltd. 4 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。21 アナリスト機関Xin SunBernsteinRobert ChengBofA Global ResearchKexin ZhuBofA Global Research18 その他のアナリストを表示
Board Change • May 20High 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. 2 experienced directors. 3 highly experienced directors. Chairman & GM Hao Peng is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 20Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, May 08, 2026Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, May 08, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
お知らせ • Mar 31Shenzhen Sunway Communication Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Shenzhen Sunway Communication Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Mar 14Shenzhen Sunway Communication Co., Ltd. announced that it expects to receive CNY 6 billion in fundingShenzhen Sunway Communication Co., Ltd. announced private placement to issue not more than 290,270,591 shares for gross proceeds of not more than CNY 6,000,000,000 on March 13, 2026. The transaction will include participation from not more than 235 investors, that will include qualified fund management companies, securities companies, trust companies, finance companies, insurance institutional investors, qualified foreign institutional investors (QFIIs), CNY qualified foreign institutional investors (RQFIIs), and other legal persons, natural persons, or other institutional investors that meet the requirements of laws and regulations The company also announced that among these investors if a fund management company, securities company, wealth management company, insurance company, QFII, or RQFII subscribes with two or more products under its management, it will be considered as one subscriber. Trust companies, as subscribers, can only subscribe with their own funds. The number of shares to be issued to specific targets will be determined by dividing the total amount of funds raised by the issue price, and will not exceed 30% of the company's total share capital before this issuance. The pricing benchmark date for this private placement of shares is the first day of the issuance period. The issuance price will not be lower than 80% of the average trading price of the company's shares in the twenty trading days prior to the pricing benchmark date. If the company undergoes any ex-rights or ex-dividend events between the pricing benchmark date and the issuance date, the issuance price will be adjusted accordingly. Following the completion of this issuance, the shares subscribed by the subscribers shall not be transferred within six months from the date of completion of the issuance. The transaction is approved by board of directors of the company in its third meeting of the sixth board of directors of the company. The transaction, issuance plan and the final maximum number of shares to be issued is subject to approval of shareholders in company's shareholders' meeting, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission (CSRC) before it can be implemented. The final issuance plan shall be subject to the plan approved and registered by the CSRC.
お知らせ • Dec 31Shenzhen Sunway Communication Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Shenzhen Sunway Communication Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
お知らせ • Sep 30Shenzhen Sunway Communication Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Shenzhen Sunway Communication Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • Sep 08Shenzhen Sunway Communication Co., Ltd. Approves Board AppointmentsShenzhen Sunway Comm Technology Co., Ltd. at its 2nd Extraordinary General Meeting of 2025 on 05 September 2025 approved Peng Yufei, non-independent director; Zhou Jinjun, non-independent director and Li Li, independent director; Li Tianming, independent director and Xia Jun as independent director.
お知らせ • Jul 02Shenzhen Sunway Communication Co., Ltd. to Report First Half, 2025 Results on Aug 15, 2025Shenzhen Sunway Communication Co., Ltd. announced that they will report first half, 2025 results on Aug 15, 2025
お知らせ • Jun 05Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, Jun 26, 2025Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, Jun 26, 2025, at 14:00 China Standard Time. Location: 2F, North Area, Building A, No. 2, Kefeng Road, Science Park, Nanshan District, Shenzhen, Guangdong China
お知らせ • Mar 31Shenzhen Sunway Communication Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Shenzhen Sunway Communication Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 31Shenzhen Sunway Communication Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Shenzhen Sunway Communication Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥29.23, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 32x in the Communications industry in China. Total returns to shareholders of 15% over the past three years.
New Risk • Oct 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 87% 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: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.34 (vs CN¥0.34 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.34 (up from CN¥0.34 in 3Q 2023). Revenue: CN¥2.65b (up 18% from 3Q 2023). Net income: CN¥330.5m (up 2.1% from 3Q 2023). Profit margin: 13% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has remained flat.
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¥23.30, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 28x in the Communications industry in China. Total returns to shareholders of 8.6% over the past three years.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CN¥23.20, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 24x in the Communications industry in China. Total returns to shareholders of 4.1% over the past three years.
お知らせ • Sep 30Shenzhen Sunway Communication Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Shenzhen Sunway Communication Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
お知らせ • Aug 23Shenzhen Sunway Communication Co., Ltd. (SZSE:300136) announces an Equity Buyback for CNY 400 million worth of its shares.Shenzhen Sunway Communication Co., Ltd. (SZSE:300136) announces a share repurchase program. Under the program, the company will repurchase up to CNY 400 million worth of its shares. The shares will be repurchased at a price no more than CNY 25 per share. Repurchased will be funded using company's own funds. Repurchased shares will be used for employee stock ownership plans and/or equity incentive plans. The program is valid for 12 months.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.053 (vs CN¥0.05 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.053 (up from CN¥0.05 in 2Q 2023). Revenue: CN¥1.89b (up 17% from 2Q 2023). Net income: CN¥51.1m (up 5.6% from 2Q 2023). Profit margin: 2.7% (down from 3.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.
New Risk • Jul 18New 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 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥21.28, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the Communications industry in China. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.84 per share.
お知らせ • Jun 29Shenzhen Sunway Communication Co., Ltd. to Report First Half, 2024 Results on Aug 22, 2024Shenzhen Sunway Communication Co., Ltd. announced that they will report first half, 2024 results on Aug 22, 2024
Declared Dividend • Jun 10Dividend increased to CN¥0.10Dividend of CN¥0.10 is 100% higher than last year. Ex-date: 14th June 2024 Payment date: 14th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 23% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 106% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 08Shenzhen Sunway Communication Co., Ltd. Announces Dividend of A Shares for the Year 2023, Payable on 14 June 2024Shenzhen Sunway Communication Co., Ltd. announced cash dividend/10 shares (tax included) of CNY 1.00000000 of A shares for the year 2023. Record date is 13 June 2024. Ex-date is 14 June 2024. Payment date is 14 June 2024.
New Risk • Apr 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% 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. This is currently the only risk that has been identified for the company.
お知らせ • Apr 24Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, May 16, 2024Shenzhen Sunway Communication Co., Ltd., Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: 2F, North Area, Building A, No. 2, Kefeng Road, Science Park, Nanshan District, Shenzhen, Guangdong China
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.15 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.16 (up from CN¥0.15 in 1Q 2023). Revenue: CN¥1.86b (up 7.0% from 1Q 2023). Net income: CN¥151.7m (up 4.5% from 1Q 2023). Profit margin: 8.2% (down from 8.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
お知らせ • Mar 30Shenzhen Sunway Communication Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Shenzhen Sunway Communication Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024
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¥15.72, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Communications industry in China. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.81 per share.
お知らせ • Dec 30Shenzhen Sunway Communication Co., Ltd. to Report Fiscal Year 2023 Results on Apr 24, 2024Shenzhen Sunway Communication Co., Ltd. announced that they will report fiscal year 2023 results on Apr 24, 2024
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.43 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.34 (down from CN¥0.43 in 3Q 2022). Revenue: CN¥2.25b (down 9.5% from 3Q 2022). Net income: CN¥323.8m (down 22% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China. 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 20% per year.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥25.02, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Communications industry in China. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.11 per share.
New Risk • Oct 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Sep 30Shenzhen Sunway Communication Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023Shenzhen Sunway Communication Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥19.76, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 29x in the Communications industry in China. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.80 per share.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.05 (vs CN¥0.065 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.05 (down from CN¥0.065 in 2Q 2022). Revenue: CN¥1.61b (down 9.6% from 2Q 2022). Net income: CN¥48.4m (down 23% from 2Q 2022). Profit margin: 3.0% (down from 3.5% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • Aug 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be CN¥22.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 30% in 2 years. Earnings is forecast to grow by 61% in the next 2 years.
お知らせ • May 26Shenzhen Sunway Communication Co., Ltd Approves Final Cash Dividend for 2022Shenzhen Sunway Communication Co., Ltd. Annual General Meeting of 2022 on 22 May 2023, approved Cash dividend/10 shares (tax included) of CNY 0.50000000 for the year 2022.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Executive Deputy GM & Director Huilin Wu was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.43 (vs CN¥0.32 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.43 (up from CN¥0.32 in 3Q 2021). Revenue: CN¥2.48b (up 7.3% from 3Q 2021). Net income: CN¥417.4m (up 37% from 3Q 2021). Profit margin: 17% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 26% per year.
Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: CN¥0.065 (vs CN¥0.059 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.065 (up from CN¥0.059 in 2Q 2021). Revenue: CN¥1.78b (up 23% from 2Q 2021). Net income: CN¥62.9m (up 10.0% from 2Q 2021). Profit margin: 3.5% (down from 4.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 28% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 15% per year.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.12 in 1Q 2021). Revenue: CN¥1.91b (up 19% from 1Q 2021). Net income: CN¥121.0m (up 5.0% from 1Q 2021). Profit margin: 6.3% (down from 7.1% in 1Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. Employee Representative to the Supervisory Board Li Na Guan was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.32 (vs CN¥0.43 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥2.31b (up 30% from 3Q 2020). Net income: CN¥305.5m (down 27% from 3Q 2020). Profit margin: 13% (down from 23% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 6% per year and the company’s share price has also fallen by 6% per year.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥25.86, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 29x in the Communications industry in China. Total loss to shareholders of 24% over the past three years.
Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS CN¥0.059 (vs CN¥0.28 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.44b (down 4.6% from 2Q 2020). Net income: CN¥57.2m (down 79% from 2Q 2020). Profit margin: 4.0% (down from 18% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Apr 26First quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.065 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.61b (up 54% from 1Q 2020). Net income: CN¥115.2m (up 84% from 1Q 2020). Profit margin: 7.1% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.
Is New 90 Day High Low • Mar 16New 90-day low: CN¥27.56The company is down 31% from a price of CN¥40.10 on 16 December 2020. Underperformed the Chinese market, which is down 2.0% over the last 90 days. Lagged the Communications industry, which is down 17% over the same period. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.76 per share.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥28.86, the stock is trading at a trailing P/E ratio of 29.7x, down from the previous P/E ratio of 35.2x. This compares to an average P/E of 50x in the Communications industry in China. Total return to shareholders over the past three years is a loss of 28%.
Is New 90 Day High Low • Jan 28New 90-day low: CN¥31.79The company is down 33% from its price of CN¥47.50 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 Communications industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥27.65 per share.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥40.91, the stock is trading at a trailing P/E ratio of 42.2x, up from the previous P/E ratio of 35.8x. This compares to an average P/E of 55x in the Communications industry in China. Total return to shareholders over the past three years is a loss of 5.0%.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥36.17The company is down 34% from its price of CN¥54.51 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥33.02 per share.
Is New 90 Day High Low • Dec 10New 90-day low: CN¥44.12The company is down 26% from its price of CN¥59.48 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 Communications industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥28.59 per share.
Valuation Update With 7 Day Price Move • Nov 17Market pulls back on stock over the past weekAfter last week's 16% share price decline to CN¥44.40, the stock is trading at a trailing P/E ratio of 45.8x, down from the previous P/E ratio of 54.4x. This compares to an average P/E of 64x in the Communications industry in China. Total return to shareholders over the past three years is a loss of 26%.
Is New 90 Day High Low • Nov 16New 90-day low: CN¥44.97The company is down 22% from its price of CN¥57.49 on 18 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥25.78 per share.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥937.8m, down 1.7% from the prior year. Total revenue was CN¥5.90b over the last 12 months, up 20% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 1.2% at CN¥1.78b. Revenue is forecast to grow 52% over the next year, compared to a 29% growth forecast for the Communications industry in China.