Eastern Air Logistics（601156）株式概要イースタンエアロジスティクス株式会社は、航空エクスプレス、総合的な地上輸送、複合輸送サービスを提供しています。 詳細601156 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績2/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より11.7%で取引されている 収益は年間9.77%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見る601156 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¥16.567.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture036b2016201920222025202620282031Revenue CN¥36.4bEarnings CN¥3.9bAdvancedSet Fair ValueView all narrativesEastern Air Logistics Co., Ltd. 競合他社Yunda Holding GroupSymbol: SZSE:002120Market cap: CN¥19.5bSTO ExpressLtdSymbol: SZSE:002468Market cap: CN¥21.0bJiayou International LogisticsLtdSymbol: SHSE:603871Market cap: CN¥16.7bJiangsu AzureSymbol: SZSE:002245Market cap: CN¥35.1b価格と性能株価の高値、安値、推移の概要Eastern Air Logistics過去の株価現在の株価CN¥16.5652週高値CN¥19.6352週安値CN¥12.74ベータ0.631ヶ月の変化1.78%3ヶ月変化-11.49%1年変化23.58%3年間の変化24.04%5年間の変化n/aIPOからの変化-20.92%最新ニュースお知らせ • May 27Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026, at 14:00 China Standard Time. Location: 3F, Hilton Hotel, Shanghai Hongqiao International Airport, Shanghai ChinaBoard Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Director Min Ning is the most experienced director on the board, commencing their role in 2017. Independent Director Hong Ling was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Mar 30Eastern Air Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026お知らせ • Sep 30Eastern Air Logistics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Eastern Air Logistics Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Eastern Air Logistics Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025最新情報をもっと見るRecent updatesお知らせ • May 27Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026, at 14:00 China Standard Time. Location: 3F, Hilton Hotel, Shanghai Hongqiao International Airport, Shanghai ChinaBoard Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Director Min Ning is the most experienced director on the board, commencing their role in 2017. Independent Director Hong Ling was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Mar 30Eastern Air Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026お知らせ • Sep 30Eastern Air Logistics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Eastern Air Logistics Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Eastern Air Logistics Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • May 09Eastern Air Logistics Co., Ltd., Annual General Meeting, May 30, 2025Eastern Air Logistics Co., Ltd., Annual General Meeting, May 30, 2025, at 14:00 China Standard Time. Location: 3F, No. 458, Konggang 1st Road, Changning District, Shanghai Chinaお知らせ • Mar 28Eastern Air Logistics Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 27Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 17, 2025Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 17, 2025お知らせ • Sep 30Eastern Air Logistics Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.44, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Logistics industry in China. Total returns to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.77 per share.New Risk • Sep 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 5.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • Jun 29Eastern Air Logistics Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Eastern Air Logistics Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Zu Yu Ding was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥22.14, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Logistics industry in China. Total returns to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.58 per share.お知らせ • May 09Eastern Air Logistics Co., Ltd., Annual General Meeting, May 28, 2024Eastern Air Logistics Co., Ltd., Annual General Meeting, May 28, 2024, at 13:30 China Standard Time. Location: 3F, No. 458, Konggang 1st Road, Changning District, Shanghai ChinaReported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥1.57 (vs CN¥2.29 in FY 2022)Full year 2023 results: EPS: CN¥1.57 (down from CN¥2.29 in FY 2022). Revenue: CN¥20.6b (down 12% from FY 2022). Net income: CN¥2.49b (down 32% from FY 2022). Profit margin: 12% (down from 16% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Logistics industry in China.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥18.29, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Logistics industry in China. Total returns to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.21 per share.お知らせ • Mar 29Eastern Air Logistics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 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¥14.71, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Logistics industry in China. Total loss to shareholders of 2.6% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.78 per share.New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).お知らせ • Dec 29Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 17, 2024Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 17, 2024Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.23, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Logistics industry in China. Total loss to shareholders of 9.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.65 per share.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.25 (vs CN¥0.51 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.25 (down from CN¥0.51 in 3Q 2022). Revenue: CN¥4.86b (down 20% from 3Q 2022). Net income: CN¥393.6m (down 52% from 3Q 2022). Profit margin: 8.1% (down from 14% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in China.Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥14.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last year. Earnings per share has declined by 34%. Revenue is forecast to grow by 3.9% in 2 years. Earnings is forecast to grow by 1.4% in the next 2 years.お知らせ • Sep 30Eastern Air Logistics Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥2.29 (vs CN¥2.40 in FY 2021)Full year 2022 results: EPS: CN¥2.29. Revenue: CN¥23.5b (up 5.6% from FY 2021). Net income: CN¥3.64b (flat on FY 2021). Profit margin: 16% (in line with FY 2021). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Logistics industry in China.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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Zu Yu Ding was the last independent director to join the board, commencing their role in 2018. 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 29Third quarter 2022 earnings released: EPS: CN¥0.51 (vs CN¥0.58 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.51 (down from CN¥0.58 in 3Q 2021). Revenue: CN¥6.06b (up 22% from 3Q 2021). Net income: CN¥820.1m (down 9.2% from 3Q 2021). Profit margin: 14% (down from 18% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Logistics industry in China.Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥24.66, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Logistics industry in China.Board Change • Apr 27Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Zu Yu Ding was the last independent director to join the board, commencing their role in 2018. 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 • Apr 13Full year 2021 earnings released: EPS: CN¥2.40 (vs CN¥1.66 in FY 2020)Full year 2021 results: EPS: CN¥2.40 (up from CN¥1.66 in FY 2020). Revenue: CN¥22.2b (up 47% from FY 2020). Net income: CN¥3.63b (up 53% from FY 2020). Profit margin: 16% (in line with FY 2020). Over the next year, revenue is forecast to grow 15%, compared to a 31% growth forecast for the industry in China.Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥2.40 (up from CN¥1.66 in FY 2020). Revenue: CN¥22.2b (up 47% from FY 2020). Net income: CN¥3.63b (up 53% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue exceeded analyst estimates by 7.5%. Over the next year, revenue is expected to shrink by 8.0% compared to a 34% growth forecast for the industry in China.株主還元601156CN LogisticsCN 市場7D0.5%-2.2%-1.4%1Y23.6%-8.8%28.9%株主還元を見る業界別リターン: 601156過去 1 年間で-8.8 % の収益を上げたCN Logistics業界を上回りました。リターン対市場: 601156は、過去 1 年間で28.9 % のリターンを上げたCN市場を下回りました。価格変動Is 601156's price volatile compared to industry and market?601156 volatility601156 Average Weekly Movement3.8%Logistics Industry Average Movement5.6%Market Average Movement6.5%10% most volatile stocks in CN Market10.3%10% least volatile stocks in CN Market4.2%安定した株価: 601156 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 601156の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20046,606Jianmin Wangwww.eal-ceair.comイースタンエアロジスティクス株式会社は、航空エクスプレス、総合的な地上輸送、複合一貫輸送サービスを提供しています。同社は、貨物航空機輸送と旅客機腹部輸送を含む、国際および国内航空ネットワークをカバーする航空貨物ロジスティクスサービス、航空輸出入貨物の組立、仕分け、移送、倉庫保管などの地上サービス、航空出入国貨物書類情報業務の完了支援、航空貨物の検査のための税関監督エリア倉庫サービスの支援などを提供している。また、越境電子商取引、異業種間プロジェクトサプライチェーン、航空特殊貨物、原産地直送、個別サプライチェーンソリューションなどの総合物流ソリューションも提供している。同社は2004年に設立され、中国の上海に本社を置いている。もっと見るEastern Air Logistics Co., Ltd. 基礎のまとめEastern Air Logistics の収益と売上を時価総額と比較するとどうか。601156 基礎統計学時価総額CN¥26.29b収益（TTM）CN¥2.72b売上高(TTM)CN¥25.30b9.7xPER（株価収益率1.0xP/Sレシオ601156 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601156 損益計算書（TTM）収益CN¥25.30b売上原価CN¥20.58b売上総利益CN¥4.72bその他の費用CN¥2.00b収益CN¥2.72b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）1.71グロス・マージン18.66%純利益率10.76%有利子負債／自己資本比率7.4%601156 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4.1%現在の配当利回り40%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2026/06/07 09:21終値2026/06/05 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Eastern Air Logistics Co., Ltd. 9 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。16 アナリスト機関Shichen HanBofA Global ResearchJiangnan LuoChina Galaxy Securities Co., Ltd.Xin YangChina International Capital Corporation Limited13 その他のアナリストを表示
お知らせ • May 27Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026, at 14:00 China Standard Time. Location: 3F, Hilton Hotel, Shanghai Hongqiao International Airport, Shanghai China
Board Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Director Min Ning is the most experienced director on the board, commencing their role in 2017. Independent Director Hong Ling was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Mar 30Eastern Air Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
お知らせ • Sep 30Eastern Air Logistics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Eastern Air Logistics Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Eastern Air Logistics Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • May 27Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026, at 14:00 China Standard Time. Location: 3F, Hilton Hotel, Shanghai Hongqiao International Airport, Shanghai China
Board Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Director Min Ning is the most experienced director on the board, commencing their role in 2017. Independent Director Hong Ling was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Mar 30Eastern Air Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
お知らせ • Sep 30Eastern Air Logistics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Eastern Air Logistics Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Eastern Air Logistics Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • May 09Eastern Air Logistics Co., Ltd., Annual General Meeting, May 30, 2025Eastern Air Logistics Co., Ltd., Annual General Meeting, May 30, 2025, at 14:00 China Standard Time. Location: 3F, No. 458, Konggang 1st Road, Changning District, Shanghai China
お知らせ • Mar 28Eastern Air Logistics Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 27Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 17, 2025Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 17, 2025
お知らせ • Sep 30Eastern Air Logistics Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.44, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Logistics industry in China. Total returns to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.77 per share.
New Risk • Sep 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 5.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Jun 29Eastern Air Logistics Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Eastern Air Logistics Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Zu Yu Ding was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥22.14, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Logistics industry in China. Total returns to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.58 per share.
お知らせ • May 09Eastern Air Logistics Co., Ltd., Annual General Meeting, May 28, 2024Eastern Air Logistics Co., Ltd., Annual General Meeting, May 28, 2024, at 13:30 China Standard Time. Location: 3F, No. 458, Konggang 1st Road, Changning District, Shanghai China
Reported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥1.57 (vs CN¥2.29 in FY 2022)Full year 2023 results: EPS: CN¥1.57 (down from CN¥2.29 in FY 2022). Revenue: CN¥20.6b (down 12% from FY 2022). Net income: CN¥2.49b (down 32% from FY 2022). Profit margin: 12% (down from 16% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Logistics industry in China.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥18.29, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Logistics industry in China. Total returns to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.21 per share.
お知らせ • Mar 29Eastern Air Logistics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 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¥14.71, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Logistics industry in China. Total loss to shareholders of 2.6% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.78 per share.
New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).
お知らせ • Dec 29Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 17, 2024Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 17, 2024
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.23, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Logistics industry in China. Total loss to shareholders of 9.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.65 per share.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.25 (vs CN¥0.51 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.25 (down from CN¥0.51 in 3Q 2022). Revenue: CN¥4.86b (down 20% from 3Q 2022). Net income: CN¥393.6m (down 52% from 3Q 2022). Profit margin: 8.1% (down from 14% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in China.
Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥14.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last year. Earnings per share has declined by 34%. Revenue is forecast to grow by 3.9% in 2 years. Earnings is forecast to grow by 1.4% in the next 2 years.
お知らせ • Sep 30Eastern Air Logistics Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥2.29 (vs CN¥2.40 in FY 2021)Full year 2022 results: EPS: CN¥2.29. Revenue: CN¥23.5b (up 5.6% from FY 2021). Net income: CN¥3.64b (flat on FY 2021). Profit margin: 16% (in line with FY 2021). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Logistics industry in China.
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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Zu Yu Ding was the last independent director to join the board, commencing their role in 2018. 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 29Third quarter 2022 earnings released: EPS: CN¥0.51 (vs CN¥0.58 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.51 (down from CN¥0.58 in 3Q 2021). Revenue: CN¥6.06b (up 22% from 3Q 2021). Net income: CN¥820.1m (down 9.2% from 3Q 2021). Profit margin: 14% (down from 18% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Logistics industry in China.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥24.66, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Logistics industry in China.
Board Change • Apr 27Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Zu Yu Ding was the last independent director to join the board, commencing their role in 2018. 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 • Apr 13Full year 2021 earnings released: EPS: CN¥2.40 (vs CN¥1.66 in FY 2020)Full year 2021 results: EPS: CN¥2.40 (up from CN¥1.66 in FY 2020). Revenue: CN¥22.2b (up 47% from FY 2020). Net income: CN¥3.63b (up 53% from FY 2020). Profit margin: 16% (in line with FY 2020). Over the next year, revenue is forecast to grow 15%, compared to a 31% growth forecast for the industry in China.
Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥2.40 (up from CN¥1.66 in FY 2020). Revenue: CN¥22.2b (up 47% from FY 2020). Net income: CN¥3.63b (up 53% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue exceeded analyst estimates by 7.5%. Over the next year, revenue is expected to shrink by 8.0% compared to a 34% growth forecast for the industry in China.
