YD Electronic TechnologyLtd（301123）株式概要YD電子科技有限公司は、中国においてFPC基板、コネクタ部品、LEDバックライトモジュール、その他精密電子部品の研究開発、製造、販売を行っております。 詳細301123 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績0/6財務の健全性5/6配当金0/6報酬収益は年間68.78%増加すると予測されています リスク分析CN市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る301123 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥77.0010.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-65m10b2016201920222025202620282031Revenue CN¥10.3bEarnings CN¥881.7mAdvancedSet Fair ValueView all narrativesYD Electronic Technology Co.,Ltd. 競合他社Wuhu Token SciencesSymbol: SZSE:300088Market cap: CN¥18.2bChina Leadshine TechnologySymbol: SZSE:002979Market cap: CN¥18.6bZhejiang Wazam New MaterialsLTDSymbol: SHSE:603186Market cap: CN¥20.8bChengdu Xuguang ElectronicsSymbol: SHSE:600353Market cap: CN¥18.7b価格と性能株価の高値、安値、推移の概要YD Electronic TechnologyLtd過去の株価現在の株価CN¥77.0052週高値CN¥84.5652週安値CN¥20.02ベータ1.151ヶ月の変化19.01%3ヶ月変化23.24%1年変化274.51%3年間の変化222.18%5年間の変化n/aIPOからの変化211.49%最新ニュースお知らせ • Apr 29YD Electronic Technology Co.,Ltd., Annual General Meeting, May 20, 2026YD Electronic Technology Co.,Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong Chinaお知らせ • Mar 31YD Electronic Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026YD Electronic Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31YD Electronic Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026YD Electronic Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30YD Electronic Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 27, 2025YD Electronic Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 27, 2025お知らせ • Jul 02YD Electronic Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025YD Electronic Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Apr 24YD Electronic Technology Co.,Ltd., Annual General Meeting, May 26, 2025YD Electronic Technology Co.,Ltd., Annual General Meeting, May 26, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China最新情報をもっと見るRecent updatesお知らせ • Apr 29YD Electronic Technology Co.,Ltd., Annual General Meeting, May 20, 2026YD Electronic Technology Co.,Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong Chinaお知らせ • Mar 31YD Electronic Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026YD Electronic Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31YD Electronic Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026YD Electronic Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30YD Electronic Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 27, 2025YD Electronic Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 27, 2025お知らせ • Jul 02YD Electronic Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025YD Electronic Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Apr 24YD Electronic Technology Co.,Ltd., Annual General Meeting, May 26, 2025YD Electronic Technology Co.,Ltd., Annual General Meeting, May 26, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong Chinaお知らせ • Mar 31YD Electronic Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025YD Electronic Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 31YD Electronic Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025YD Electronic Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 267% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Reported Earnings • Oct 28Third quarter 2024 earnings released: CN¥0.028 loss per share (vs CN¥0.005 profit in 3Q 2023)Third quarter 2024 results: CN¥0.028 loss per share (down from CN¥0.005 profit in 3Q 2023). Revenue: CN¥439.5m (up 15% from 3Q 2023). Net loss: CN¥6.52m (down CN¥7.43m from profit in 3Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.お知らせ • Sep 30YD Electronic Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 28, 2024YD Electronic Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024お知らせ • Sep 24YD Electronic Technology Co.,Ltd. Announces Interim Dividend on A Shares, Payable on 27 September 2024YD Electronic Technology Co.,Ltd. announced interim cash dividend of CNY 1.00000000 per 10 A shares (tax included) for 2024. Record date: 26 September 2024. Ex-date: 27 September 2024. Payment date: 27 September 2024.New Risk • Sep 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 132% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 132% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).お知らせ • Sep 20YD Electronic Technology Co.,Ltd. Approves Interim Dividend for the Year 2024YD Electronic Technology Co.,Ltd. approved at its EGM held on 18 September 2024 the interim cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2024.お知らせ • Jun 29YD Electronic Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024YD Electronic Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024お知らせ • Apr 28YD Electronic Technology Co.,Ltd., Annual General Meeting, May 27, 2024YD Electronic Technology Co.,Ltd., Annual General Meeting, May 27, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual accounts report; to consider 2023 profit distribution plan; to consider 2023 annual report and its summary; to consider 2024 remuneration plan for directors; to consider 2024 remuneration plan for supervisors; to consider reappointment of 2024 audit firm; to consider other matters.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.01 (vs CN¥0.60 in FY 2022)Full year 2023 results: EPS: CN¥0.01 (down from CN¥0.60 in FY 2022). Revenue: CN¥1.47b (down 6.0% from FY 2022). Net income: CN¥2.14m (down 98% from FY 2022). Profit margin: 0.1% (down from 8.8% in FY 2022).Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥13.75, the stock trades at a trailing P/E ratio of 62.1x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 42% over the past year.お知らせ • Mar 30YD Electronic Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 29, 2024YD Electronic Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥20.03, the stock trades at a trailing P/E ratio of 76.9x. Average trailing P/E is 41x in the Electronic industry in China. Total loss to shareholders of 23% over the past year.New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 201% Paying a dividend despite having no free cash flows. High level of non-cash earnings (20% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (3.8% net profit margin).Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥15.90, the stock trades at a trailing P/E ratio of 60.8x. Average trailing P/E is 34x in the Electronic industry in China.お知らせ • Dec 29YD Electronic Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024YD Electronic Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.005 (vs CN¥0.085 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.005 (down from CN¥0.085 in 3Q 2022). Revenue: CN¥381.7m (up 7.7% from 3Q 2022). Net income: CN¥909.1k (down 95% from 3Q 2022). Profit margin: 0.2% (down from 5.3% in 3Q 2022). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.お知らせ • Sep 30YD Electronic Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 30, 2023YD Electronic Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 30, 2023Reported Earnings • Aug 29Second quarter 2023 earnings released: CN¥0.038 loss per share (vs CN¥0.14 profit in 2Q 2022)Second quarter 2023 results: CN¥0.038 loss per share (down from CN¥0.14 profit in 2Q 2022). Revenue: CN¥360.2m (down 5.6% from 2Q 2022). Net loss: CN¥10.7m (down 134% from profit in 2Q 2022). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China.New Risk • Jun 20New 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 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (7.8% net profit margin).Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥29.17, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the Electronic industry in China.お知らせ • Jun 02YD Electronic Technology Co.,Ltd. Announces Final Cash Dividend on A Shares for 2022, Payable on 7 June 2023YD Electronic Technology Co.,Ltd. announced final Cash dividend/10 shares (tax included) (A shares): CNY 5.00000000 for 2022. Record date: 06 June 2023. Ex-date: 07 June 2023. Payment date: 07 June 2023.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.60 (vs CN¥1.15 in FY 2021)Full year 2022 results: EPS: CN¥0.60 (down from CN¥1.15 in FY 2021). Revenue: CN¥1.56b (up 4.2% from FY 2021). Net income: CN¥137.0m (down 32% from FY 2021). Profit margin: 8.8% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.Buying Opportunity • Apr 17Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥31.03, 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 grown by 5.1%. Revenue is forecast to grow by 100% in 2 years. Earnings is forecast to grow by 127% in the next 2 years.Board Change • Mar 14Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Jia'e Hu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元301123CN ElectronicCN 市場7D0.1%7.2%1.0%1Y274.5%127.6%36.2%株主還元を見る業界別リターン: 301123過去 1 年間で127.6 % の収益を上げたCN Electronic業界を上回りました。リターン対市場: 301123過去 1 年間で36.2 % の収益を上げたCN市場を上回りました。価格変動Is 301123's price volatile compared to industry and market?301123 volatility301123 Average Weekly Movement9.8%Electronic Industry Average Movement7.8%Market Average Movement6.5%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 301123の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 301123の weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19974,357Ke Dengwww.ydet.comYD電子科技有限公司は、中国でFPC基板、コネクタ部品、LEDバックライトモジュールなどの精密電子部品の研究開発、製造、販売を行っている。精密プレス部品、端子、フレーム、LEDバックライトモジュール、光通信部品、精密構造部品、LCDコネクターなどのコネクター部品、金型を提供している。同社の製品は、家電、通信、新エネルギー、カーエレクトロニクス、産業、医療分野で使用されている。同社は1997年に設立され、中国の東莞に本社を置いている。もっと見るYD Electronic Technology Co.,Ltd. 基礎のまとめYD Electronic TechnologyLtd の収益と売上を時価総額と比較するとどうか。301123 基礎統計学時価総額CN¥17.83b収益（TTM）-CN¥51.22m売上高(TTM)CN¥2.44b7.3xP/Sレシオ-348.1xPER（株価収益率301123 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計301123 損益計算書（TTM）収益CN¥2.44b売上原価CN¥1.99b売上総利益CN¥442.49mその他の費用CN¥493.72m収益-CN¥51.22m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.22グロス・マージン18.17%純利益率-2.10%有利子負債／自己資本比率3.0%301123 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.1%現在の配当利回り-83%配当性向View Valuation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2026/05/26 21:04終値2026/05/26 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YD Electronic Technology Co.,Ltd. 2 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。2 アナリスト機関Feng GaoChina Galaxy Securities Co., Ltd.Yi LiuCitic Securities Co., Ltd.
お知らせ • Apr 29YD Electronic Technology Co.,Ltd., Annual General Meeting, May 20, 2026YD Electronic Technology Co.,Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
お知らせ • Mar 31YD Electronic Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026YD Electronic Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31YD Electronic Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026YD Electronic Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30YD Electronic Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 27, 2025YD Electronic Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 27, 2025
お知らせ • Jul 02YD Electronic Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025YD Electronic Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Apr 24YD Electronic Technology Co.,Ltd., Annual General Meeting, May 26, 2025YD Electronic Technology Co.,Ltd., Annual General Meeting, May 26, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
お知らせ • Apr 29YD Electronic Technology Co.,Ltd., Annual General Meeting, May 20, 2026YD Electronic Technology Co.,Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
お知らせ • Mar 31YD Electronic Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026YD Electronic Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31YD Electronic Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026YD Electronic Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30YD Electronic Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 27, 2025YD Electronic Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 27, 2025
お知らせ • Jul 02YD Electronic Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025YD Electronic Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Apr 24YD Electronic Technology Co.,Ltd., Annual General Meeting, May 26, 2025YD Electronic Technology Co.,Ltd., Annual General Meeting, May 26, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
お知らせ • Mar 31YD Electronic Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025YD Electronic Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 31YD Electronic Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025YD Electronic Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025
New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 267% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Reported Earnings • Oct 28Third quarter 2024 earnings released: CN¥0.028 loss per share (vs CN¥0.005 profit in 3Q 2023)Third quarter 2024 results: CN¥0.028 loss per share (down from CN¥0.005 profit in 3Q 2023). Revenue: CN¥439.5m (up 15% from 3Q 2023). Net loss: CN¥6.52m (down CN¥7.43m from profit in 3Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
お知らせ • Sep 30YD Electronic Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 28, 2024YD Electronic Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024
お知らせ • Sep 24YD Electronic Technology Co.,Ltd. Announces Interim Dividend on A Shares, Payable on 27 September 2024YD Electronic Technology Co.,Ltd. announced interim cash dividend of CNY 1.00000000 per 10 A shares (tax included) for 2024. Record date: 26 September 2024. Ex-date: 27 September 2024. Payment date: 27 September 2024.
New Risk • Sep 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 132% The company is paying a dividend despite having no free cash flows. Dividend yield: 1.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 132% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).
お知らせ • Sep 20YD Electronic Technology Co.,Ltd. Approves Interim Dividend for the Year 2024YD Electronic Technology Co.,Ltd. approved at its EGM held on 18 September 2024 the interim cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2024.
お知らせ • Jun 29YD Electronic Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024YD Electronic Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
お知らせ • Apr 28YD Electronic Technology Co.,Ltd., Annual General Meeting, May 27, 2024YD Electronic Technology Co.,Ltd., Annual General Meeting, May 27, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual accounts report; to consider 2023 profit distribution plan; to consider 2023 annual report and its summary; to consider 2024 remuneration plan for directors; to consider 2024 remuneration plan for supervisors; to consider reappointment of 2024 audit firm; to consider other matters.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.01 (vs CN¥0.60 in FY 2022)Full year 2023 results: EPS: CN¥0.01 (down from CN¥0.60 in FY 2022). Revenue: CN¥1.47b (down 6.0% from FY 2022). Net income: CN¥2.14m (down 98% from FY 2022). Profit margin: 0.1% (down from 8.8% in FY 2022).
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥13.75, the stock trades at a trailing P/E ratio of 62.1x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 42% over the past year.
お知らせ • Mar 30YD Electronic Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 29, 2024YD Electronic Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥20.03, the stock trades at a trailing P/E ratio of 76.9x. Average trailing P/E is 41x in the Electronic industry in China. Total loss to shareholders of 23% over the past year.
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 201% Paying a dividend despite having no free cash flows. High level of non-cash earnings (20% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (3.8% net profit margin).
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥15.90, the stock trades at a trailing P/E ratio of 60.8x. Average trailing P/E is 34x in the Electronic industry in China.
お知らせ • Dec 29YD Electronic Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024YD Electronic Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.005 (vs CN¥0.085 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.005 (down from CN¥0.085 in 3Q 2022). Revenue: CN¥381.7m (up 7.7% from 3Q 2022). Net income: CN¥909.1k (down 95% from 3Q 2022). Profit margin: 0.2% (down from 5.3% in 3Q 2022). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
お知らせ • Sep 30YD Electronic Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 30, 2023YD Electronic Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 30, 2023
Reported Earnings • Aug 29Second quarter 2023 earnings released: CN¥0.038 loss per share (vs CN¥0.14 profit in 2Q 2022)Second quarter 2023 results: CN¥0.038 loss per share (down from CN¥0.14 profit in 2Q 2022). Revenue: CN¥360.2m (down 5.6% from 2Q 2022). Net loss: CN¥10.7m (down 134% from profit in 2Q 2022). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China.
New Risk • Jun 20New 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 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (7.8% net profit margin).
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥29.17, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the Electronic industry in China.
お知らせ • Jun 02YD Electronic Technology Co.,Ltd. Announces Final Cash Dividend on A Shares for 2022, Payable on 7 June 2023YD Electronic Technology Co.,Ltd. announced final Cash dividend/10 shares (tax included) (A shares): CNY 5.00000000 for 2022. Record date: 06 June 2023. Ex-date: 07 June 2023. Payment date: 07 June 2023.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.60 (vs CN¥1.15 in FY 2021)Full year 2022 results: EPS: CN¥0.60 (down from CN¥1.15 in FY 2021). Revenue: CN¥1.56b (up 4.2% from FY 2021). Net income: CN¥137.0m (down 32% from FY 2021). Profit margin: 8.8% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.
Buying Opportunity • Apr 17Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥31.03, 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 grown by 5.1%. Revenue is forecast to grow by 100% in 2 years. Earnings is forecast to grow by 127% in the next 2 years.
Board Change • Mar 14Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Jia'e Hu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
