View ValuationLong Young Electronic (Kunshan) 将来の成長Future 基準チェック /56Long Young Electronic (Kunshan)は、54.2%と42.2%でそれぞれ年率54.2%で利益と収益が成長すると予測される一方、EPSはgrowで54.5%年率。主要情報54.2%収益成長率54.48%EPS成長率Electronic 収益成長32.9%収益成長率42.2%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日07 Apr 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 20Less 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 Tiehua Liu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 27Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu Chinaお知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Jul 02Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • May 29+ 1 more updateLong Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) agreed to acquire 51% stake in Changzhou VSI Technology Co., Ltd. from Ningbo Xinguang Shuanglian Management Consulting Partnership (LP) for approximately CNY 120 million.Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) agreed to acquire 51% stake in Changzhou VSI Technology Co., Ltd. from Ningbo Xinguang Shuanglian Management Consulting Partnership (LP) for approximately CNY 120 million on May 28, 2025. A cash consideration of CNY 119.95 million will be paid by Long Young Electronic (Kunshan) Co., Ltd. As part of consideration, CNY 119.95 million is paid towards common equity of Changzhou VSI Technology Co., Ltd. The expected completion of the transaction is mid August 2025.お知らせ • Apr 16Longyoung Electronics(Kunshan) Co., Ltd. Announces Cash Dividend DistributionLong Young Electronic (Kunshan) Co., Ltd. at its board of directors or shareholders meeting held on April 15, 2025, announced Cash dividend of RMB 70,511,751.75. Ex-rights (ex-dividend) trading date: April 22, 2025; Ex-rights (ex-dividend) record date: April 22, 2025.お知らせ • Apr 10Long Young Electronic (Kunshan) Co., Ltd. Approves Final Cash Dividend for 2024Long Young Electronic (Kunshan) Co., Ltd. at its Annual General Meeting held on 08 April 2025 approved final cash dividend of CNY 2.50000000 per 10 shares (tax included) for 2024.お知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Mar 14Long Young Electronic (Kunshan) Co., Ltd. Proposes Final Cash Dividend for 2024Long Young Electronic (Kunshan) Co., Ltd. announced on 13 March 2025 the profit distribution proposal for 2024 as follows: final cash dividend per 10 shares (tax included) of CNY 2.5.お知らせ • Mar 13Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 08, 2025Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 08, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu Chinaお知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2024 Results on Mar 13, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2024 results on Mar 13, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.079 (vs CN¥0.09 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.079 (down from CN¥0.09 in 3Q 2023). Revenue: CN¥79.0m (up 12% from 3Q 2023). Net income: CN¥22.6m (down 16% from 3Q 2023). Profit margin: 29% (down from 38% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 67% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.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¥14.58, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 15% over the past year.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥15.39, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 10% over the past year.お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.049 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.049 (down from CN¥0.12 in 2Q 2023). Revenue: CN¥70.6m (down 11% from 2Q 2023). Net income: CN¥12.2m (down 64% from 2Q 2023). Profit margin: 17% (down from 42% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 62% 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 • Jun 29Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥15.13, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 13% over the past year.Declared Dividend • May 27Dividend reduced to CN¥0.30Dividend of CN¥0.30 is 57% lower than last year. Ex-date: 31st May 2024 Payment date: 31st May 2024 Dividend yield will be 1.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 1.4% to bring the payout ratio under control. EPS is expected to grow by 212% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 25+ 1 more updateLong Young Electronic (Kunshan) Co., Ltd. Announces Final Cash Dividend Plan on A Shares for the Year 2023, Payable on 31 May, 2024Long Young Electronic (Kunshan) Co., Ltd. announced final cash dividend /10 shares (tax included) of CNY 3.00000000 on A shares for the year 2023. Record date is 30 May 2024. Ex-date is 31 May 2024 and Payment date is 31 May 2024.Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 33%After last week's 33% share price gain to CN¥18.82, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 5.3% over the past year.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.07 in 1Q 2023). Revenue: CN¥59.1m (up 24% from 1Q 2023). Net income: CN¥17.8m (down 7.5% from 1Q 2023). Profit margin: 30% (down from 40% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 57% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China.お知らせ • Mar 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Mar 16Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 09, 2024Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 09, 2024, at 14:30 China Standard Time. Location: Conference room on the 1st floor of the company, No. 99, Shunchang Road, Kunshan City, Suzhou City Jiangsu Province China Agenda: To consider the 2023 annual report and its summary; to consider the 2023 work report of the board of directors; to consider the 2023 work report of the supervisory committee; to consider the 2023 annual accounts report; to consider the 2023 profit distribution plan; to consider the Appointment of 2024 audit firm; to consider the 2024 remuneration plan for directors; to consider the 2024 remuneration plan for supervisors; to consider the Cash management with some proprietary funds and idle raised funds; and to consider the Purchase of liability insurance for directors, supervisors and senior management.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.75 in FY 2022)Full year 2023 results: EPS: CN¥0.34 (down from CN¥0.75 in FY 2022). Revenue: CN¥265.4m (down 30% from FY 2022). Net income: CN¥96.8m (down 43% from FY 2022). Profit margin: 37% (down from 45% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 55% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.79, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China.お知らせ • Feb 20Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) announces an Equity Buyback for CNY 26 million worth of its shares.Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) announces a share repurchase program. Under the program, the company will repurchase up to CNY 26 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 21.47 per share. The repurchased shares will be used to maintain the company’s value and safeguard the rights and interests of shareholders and Employees’ shareholding plan, equity incentive plan, or underlying shares of convertible bonds to be issued in the future . The program will be valid for 12 months.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 7.0% 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 170% Dividend per share is over 15x cash flows per share. High level of non-cash earnings (44% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).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¥12.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Electronic industry in China.お知らせ • Dec 30Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2023 Results on Mar 15, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2023 results on Mar 15, 2024お知らせ • Dec 01Long Young Electronic (Kunshan) Co., Ltd. Approves Management AppointmentsLong Young Electronic (Kunshan) Co., Ltd. announced at the EGM held on November 29, 2023, approved election of Fu Qingxuan, Zhang Dongqin, Chen Xianfeng as non-independent directors; Liu Tiehua and Sun Qihua as independent directors and Lv Yongli as non-employee supervisor.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥21.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Electronic industry in China.Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: CN¥0.09. Net income: CN¥27.0m (up CN¥27.0m from 3Q 2022). Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.New Risk • Aug 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 260% High level of non-cash earnings (25% accrual ratio).Reported Earnings • Aug 18Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.12. Net income: CN¥33.6m (up CN¥33.6m from 2Q 2022). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China.お知らせ • Jul 01Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023お知らせ • May 26Long Young Electronic (Kunshan) Co., Ltd. Announces Implementation of Final Cash Dividend for 2022, Payable on 31 May 2023Long Young Electronic (Kunshan) Co., Ltd. announced implementation of final cash dividend (tax included) of CNY 7.00000000 per 10 A shares for 2022. Record date is 30 May 2023 with Ex-date on 31 May 2023 and Payment date on 31 May 2023. Net cash dividend per 10 shares after tax: CNY 6.30000000 (CNY 7.00000000 - CNY 0.70000000).お知らせ • May 24Long Young Electronic (Kunshan) Co., Ltd. Declares Cash DividendLong Young Electronic (Kunshan) Co., Ltd. declared a cash dividend of RMB 198,450,000.00. Ex-rights (ex-dividend) trading date is May 31, 2023. Last date before book closure is May 30, 2023. Ex-rights (ex-dividend) record date is May 31, 2023.Reported Earnings • Mar 24Full year 2022 earnings released: EPS: CN¥0.75 (vs CN¥0.93 in FY 2021)Full year 2022 results: EPS: CN¥0.75 (down from CN¥0.93 in FY 2021). Revenue: CN¥376.4m (down 12% from FY 2021). Net income: CN¥168.9m (down 15% from FY 2021). Profit margin: 45% (down from 46% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China.業績と収益の成長予測XSEC:301389 - 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12/31/20271,338281N/A284112/31/20261,028188N/A10613/31/2026598100100213N/A12/31/202550410455162N/A9/30/2025370111-4148N/A6/30/2025313107-5677N/A3/31/2025302952065N/A12/31/202428882658N/A9/30/202427670970N/A6/30/202426874-2762N/A3/31/202427795-5267N/A12/31/202326597-1979N/A9/30/20232741151388N/A6/30/202330013076129N/A3/31/2023324145156173N/A1/1/2023376169156185N/A1/1/2022428198189206N/A12/31/2020425167124150N/A12/31/2019268106N/A101N/A12/31/201821483N/A49N/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: 301389の予測収益成長率 (年間54.2% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 301389の収益 ( 54.2% ) はCN市場 ( 26.7% ) 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: 301389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: 301389の収益 ( 42.2% ) CN市場 ( 16.3% ) 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: 301389の収益 ( 42.2% ) 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: 301389の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/15 15:17終値2026/06/12 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Long Young Electronic (Kunshan) Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Yi LiuCitic Securities Co., Ltd.
Board Change • May 20Less 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 Tiehua Liu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 27Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu China
お知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026
お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Jul 02Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • May 29+ 1 more updateLong Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) agreed to acquire 51% stake in Changzhou VSI Technology Co., Ltd. from Ningbo Xinguang Shuanglian Management Consulting Partnership (LP) for approximately CNY 120 million.Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) agreed to acquire 51% stake in Changzhou VSI Technology Co., Ltd. from Ningbo Xinguang Shuanglian Management Consulting Partnership (LP) for approximately CNY 120 million on May 28, 2025. A cash consideration of CNY 119.95 million will be paid by Long Young Electronic (Kunshan) Co., Ltd. As part of consideration, CNY 119.95 million is paid towards common equity of Changzhou VSI Technology Co., Ltd. The expected completion of the transaction is mid August 2025.
お知らせ • Apr 16Longyoung Electronics(Kunshan) Co., Ltd. Announces Cash Dividend DistributionLong Young Electronic (Kunshan) Co., Ltd. at its board of directors or shareholders meeting held on April 15, 2025, announced Cash dividend of RMB 70,511,751.75. Ex-rights (ex-dividend) trading date: April 22, 2025; Ex-rights (ex-dividend) record date: April 22, 2025.
お知らせ • Apr 10Long Young Electronic (Kunshan) Co., Ltd. Approves Final Cash Dividend for 2024Long Young Electronic (Kunshan) Co., Ltd. at its Annual General Meeting held on 08 April 2025 approved final cash dividend of CNY 2.50000000 per 10 shares (tax included) for 2024.
お知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Mar 14Long Young Electronic (Kunshan) Co., Ltd. Proposes Final Cash Dividend for 2024Long Young Electronic (Kunshan) Co., Ltd. announced on 13 March 2025 the profit distribution proposal for 2024 as follows: final cash dividend per 10 shares (tax included) of CNY 2.5.
お知らせ • Mar 13Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 08, 2025Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 08, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu China
お知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2024 Results on Mar 13, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2024 results on Mar 13, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.079 (vs CN¥0.09 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.079 (down from CN¥0.09 in 3Q 2023). Revenue: CN¥79.0m (up 12% from 3Q 2023). Net income: CN¥22.6m (down 16% from 3Q 2023). Profit margin: 29% (down from 38% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 67% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
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¥14.58, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 15% over the past year.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥15.39, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 10% over the past year.
お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.049 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.049 (down from CN¥0.12 in 2Q 2023). Revenue: CN¥70.6m (down 11% from 2Q 2023). Net income: CN¥12.2m (down 64% from 2Q 2023). Profit margin: 17% (down from 42% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 62% 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 • Jun 29Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥15.13, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 13% over the past year.
Declared Dividend • May 27Dividend reduced to CN¥0.30Dividend of CN¥0.30 is 57% lower than last year. Ex-date: 31st May 2024 Payment date: 31st May 2024 Dividend yield will be 1.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 1.4% to bring the payout ratio under control. EPS is expected to grow by 212% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 25+ 1 more updateLong Young Electronic (Kunshan) Co., Ltd. Announces Final Cash Dividend Plan on A Shares for the Year 2023, Payable on 31 May, 2024Long Young Electronic (Kunshan) Co., Ltd. announced final cash dividend /10 shares (tax included) of CNY 3.00000000 on A shares for the year 2023. Record date is 30 May 2024. Ex-date is 31 May 2024 and Payment date is 31 May 2024.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 33%After last week's 33% share price gain to CN¥18.82, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 5.3% over the past year.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.07 in 1Q 2023). Revenue: CN¥59.1m (up 24% from 1Q 2023). Net income: CN¥17.8m (down 7.5% from 1Q 2023). Profit margin: 30% (down from 40% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 57% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China.
お知らせ • Mar 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Mar 16Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 09, 2024Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 09, 2024, at 14:30 China Standard Time. Location: Conference room on the 1st floor of the company, No. 99, Shunchang Road, Kunshan City, Suzhou City Jiangsu Province China Agenda: To consider the 2023 annual report and its summary; to consider the 2023 work report of the board of directors; to consider the 2023 work report of the supervisory committee; to consider the 2023 annual accounts report; to consider the 2023 profit distribution plan; to consider the Appointment of 2024 audit firm; to consider the 2024 remuneration plan for directors; to consider the 2024 remuneration plan for supervisors; to consider the Cash management with some proprietary funds and idle raised funds; and to consider the Purchase of liability insurance for directors, supervisors and senior management.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.75 in FY 2022)Full year 2023 results: EPS: CN¥0.34 (down from CN¥0.75 in FY 2022). Revenue: CN¥265.4m (down 30% from FY 2022). Net income: CN¥96.8m (down 43% from FY 2022). Profit margin: 37% (down from 45% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 55% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.79, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China.
お知らせ • Feb 20Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) announces an Equity Buyback for CNY 26 million worth of its shares.Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) announces a share repurchase program. Under the program, the company will repurchase up to CNY 26 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 21.47 per share. The repurchased shares will be used to maintain the company’s value and safeguard the rights and interests of shareholders and Employees’ shareholding plan, equity incentive plan, or underlying shares of convertible bonds to be issued in the future . The program will be valid for 12 months.
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 7.0% 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 170% Dividend per share is over 15x cash flows per share. High level of non-cash earnings (44% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
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¥12.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Electronic industry in China.
お知らせ • Dec 30Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2023 Results on Mar 15, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2023 results on Mar 15, 2024
お知らせ • Dec 01Long Young Electronic (Kunshan) Co., Ltd. Approves Management AppointmentsLong Young Electronic (Kunshan) Co., Ltd. announced at the EGM held on November 29, 2023, approved election of Fu Qingxuan, Zhang Dongqin, Chen Xianfeng as non-independent directors; Liu Tiehua and Sun Qihua as independent directors and Lv Yongli as non-employee supervisor.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥21.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Electronic industry in China.
Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: CN¥0.09. Net income: CN¥27.0m (up CN¥27.0m from 3Q 2022). Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
New Risk • Aug 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 260% High level of non-cash earnings (25% accrual ratio).
Reported Earnings • Aug 18Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.12. Net income: CN¥33.6m (up CN¥33.6m from 2Q 2022). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China.
お知らせ • Jul 01Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023
お知らせ • May 26Long Young Electronic (Kunshan) Co., Ltd. Announces Implementation of Final Cash Dividend for 2022, Payable on 31 May 2023Long Young Electronic (Kunshan) Co., Ltd. announced implementation of final cash dividend (tax included) of CNY 7.00000000 per 10 A shares for 2022. Record date is 30 May 2023 with Ex-date on 31 May 2023 and Payment date on 31 May 2023. Net cash dividend per 10 shares after tax: CNY 6.30000000 (CNY 7.00000000 - CNY 0.70000000).
お知らせ • May 24Long Young Electronic (Kunshan) Co., Ltd. Declares Cash DividendLong Young Electronic (Kunshan) Co., Ltd. declared a cash dividend of RMB 198,450,000.00. Ex-rights (ex-dividend) trading date is May 31, 2023. Last date before book closure is May 30, 2023. Ex-rights (ex-dividend) record date is May 31, 2023.
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: CN¥0.75 (vs CN¥0.93 in FY 2021)Full year 2022 results: EPS: CN¥0.75 (down from CN¥0.93 in FY 2021). Revenue: CN¥376.4m (down 12% from FY 2021). Net income: CN¥168.9m (down 15% from FY 2021). Profit margin: 45% (down from 46% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China.