View DividendLuenmei QuantumLtd マネジメントマネジメント 基準チェック /24現在、CEO に関する十分な情報がありません。主要情報Cheng Song Lu最高経営責任者CN¥703.0k報酬総額CEO給与比率n/aCEO在任期間1.7yrsCEOの所有権n/a経営陣の平均在職期間5.8yrs取締役会の平均在任期間1.7yrs経営陣の近況お知らせ • Apr 29Luenmei Quantum Co.,Ltd, Annual General Meeting, May 22, 2026Luenmei Quantum Co.,Ltd, Annual General Meeting, May 22, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning Chinaお知らせ • Apr 30Luenmei Quantum Co.,Ltd, Annual General Meeting, May 23, 2025Luenmei Quantum Co.,Ltd, Annual General Meeting, May 23, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning Chinaお知らせ • May 01Luenmei Quantum Co.,Ltd, Annual General Meeting, May 24, 2024Luenmei Quantum Co.,Ltd, Annual General Meeting, May 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning ChinaBoard 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. 4 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Zheng Yang 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.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. 5 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Zheng Yang 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.Board Change • Oct 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Supervisor Wu Yao is the most experienced director on the board, commencing their role in 2010. Independent Director Zheng Yang 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. Lack of experienced directors.すべての更新を表示Recent updatesお知らせ • Jul 15Luenmei Quantum Co.,Ltd (SHSE:600167) announces an Equity Buyback for CNY 200 million worth of its shares.Luenmei Quantum Co.,Ltd (SHSE:600167) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A common stock. The shares will be repurchased at a price not more than CNY 7.85 per share. The purpose of the program is to maintain the Company’s value and shareholder rights. The shares not sold will be cancelled. The program will be valid for a period of 3 months.お知らせ • Jun 30Luenmei Quantum Co.,Ltd to Report First Half, 2026 Results on Aug 29, 2026Luenmei Quantum Co.,Ltd announced that they will report first half, 2026 results on Aug 29, 2026Reported Earnings • Apr 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.31 (up from CN¥0.29 in FY 2024). Revenue: CN¥3.24b (down 7.7% from FY 2024). Net income: CN¥686.0m (up 4.1% from FY 2024). Profit margin: 21% (up from 19% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Apr 29Luenmei Quantum Co.,Ltd, Annual General Meeting, May 22, 2026Luenmei Quantum Co.,Ltd, Annual General Meeting, May 22, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning Chinaお知らせ • Mar 30Luenmei Quantum Co.,Ltd to Report Q1, 2026 Results on Apr 29, 2026Luenmei Quantum Co.,Ltd announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 26Luenmei Quantum Co.,Ltd to Report Fiscal Year 2025 Results on Apr 23, 2026Luenmei Quantum Co.,Ltd announced that they will report fiscal year 2025 results on Apr 23, 2026Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥7.45, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Water Utilities industry in China. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.61 per share.Buy Or Sell Opportunity • Dec 09Now 21% undervaluedOver the last 90 days, the stock has risen 15% to CN¥7.59. The fair value is estimated to be CN¥9.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥9.50, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Water Utilities industry in China. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.61 per share.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.008 (vs CN¥0.014 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.008 (down from CN¥0.014 in 3Q 2024). Revenue: CN¥257.5m (down 26% from 3Q 2024). Net income: CN¥18.6m (down 40% from 3Q 2024). Profit margin: 7.2% (down from 8.8% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Sep 30Luenmei Quantum Co.,Ltd to Report Q3, 2025 Results on Oct 31, 2025Luenmei Quantum Co.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025New Risk • Sep 26New 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 7.3% 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 (7.3% average weekly change).Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥7.94, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Water Utilities industry in China. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.59 per share.Price Target Changed • Aug 16Price target increased by 9.0% to CN¥7.63Up from CN¥7.00, the current price target is an average from 2 analysts. New target price is 18% above last closing price of CN¥6.49. Stock is up 13% over the past year. The company is forecast to post earnings per share of CN¥0.37 for next year compared to CN¥0.29 last year.お知らせ • Jun 30Luenmei Quantum Co.,Ltd to Report First Half, 2025 Results on Aug 30, 2025Luenmei Quantum Co.,Ltd announced that they will report first half, 2025 results on Aug 30, 2025Reported Earnings • May 03First quarter 2025 earnings released: EPS: CN¥0.28 (vs CN¥0.25 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.28 (up from CN¥0.25 in 1Q 2024). Revenue: CN¥1.70b (down 1.1% from 1Q 2024). Net income: CN¥618.1m (up 9.6% from 1Q 2024). Profit margin: 36% (up from 33% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Apr 30Luenmei Quantum Co.,Ltd, Annual General Meeting, May 23, 2025Luenmei Quantum Co.,Ltd, Annual General Meeting, May 23, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning ChinaBuy Or Sell Opportunity • Apr 29Now 21% undervaluedOver the last 90 days, the stock has risen 3.8% to CN¥5.76. The fair value is estimated to be CN¥7.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 10.0% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.Buy Or Sell Opportunity • Apr 07Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to CN¥5.27. The fair value is estimated to be CN¥7.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 10.0% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.お知らせ • Mar 28Luenmei Quantum Co.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Luenmei Quantum Co.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025Buy Or Sell Opportunity • Mar 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.9% to CN¥5.77. The fair value is estimated to be CN¥7.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.Buy Or Sell Opportunity • Mar 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to CN¥5.80. The fair value is estimated to be CN¥7.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.分析記事 • Jan 06Some Investors May Be Worried About Luenmei QuantumLtd's (SHSE:600167) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...お知らせ • Dec 27Luenmei Quantum Co.,Ltd to Report Fiscal Year 2024 Results on Apr 30, 2025Luenmei Quantum Co.,Ltd announced that they will report fiscal year 2024 results on Apr 30, 2025Buy Or Sell Opportunity • Dec 19Now 21% undervaluedOver the last 90 days, the stock has risen 16% to CN¥6.00. The fair value is estimated to be CN¥7.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.分析記事 • Dec 19Insufficient Growth At Luenmei Quantum Co.,Ltd (SHSE:600167) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 19.1x Luenmei Quantum Co.,Ltd ( SHSE:600167 ) may be sending bullish...分析記事 • Dec 01Here's Why Luenmei QuantumLtd (SHSE:600167) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buy Or Sell Opportunity • Nov 13Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to CN¥6.05. The fair value is estimated to be CN¥7.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.分析記事 • Nov 12We Think That There Are More Issues For Luenmei QuantumLtd (SHSE:600167) Than Just Sluggish EarningsThe subdued market reaction suggests that Luenmei Quantum Co.,Ltd's ( SHSE:600167 ) recent earnings didn't contain any...Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.014 (vs CN¥0.026 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.014 (down from CN¥0.026 in 3Q 2023). Revenue: CN¥347.9m (up 5.1% from 3Q 2023). Net income: CN¥30.8m (down 48% from 3Q 2023). Profit margin: 8.8% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 10% per year.お知らせ • Sep 30Luenmei Quantum Co.,Ltd to Report Q3, 2024 Results on Oct 31, 2024Luenmei Quantum Co.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.038 loss per share (vs CN¥0.042 loss in 2Q 2023)Second quarter 2024 results: CN¥0.038 loss per share (improved from CN¥0.042 loss in 2Q 2023). Revenue: CN¥233.1m (up 18% from 2Q 2023). Net loss: CN¥86.7m (loss narrowed 8.2% from 2Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Jul 20366 Mobile Internet Technology Co., Ltd. completed the acquisition of 75% stake in Mega-info Media Co.,Ltd. (SZSE:301102) from Luenmei Quantum Co.,Ltd (SHSE:600167) and Shenyang Huaxin Luenmei Asset Management Co., Ltd. for CNY 2.3 billion.366 Mobile Internet Technology Co., Ltd. signed Share Transfer Agreement to acquire 75% stake in Mega-info Media Co.,Ltd. (SZSE:301102) from Luenmei Quantum Co.,Ltd (SHSE:600167) and Shenyang Huaxin Luenmei Asset Management Co., Ltd. for CNY 2.3 billion on May 27, 2024. A cash consideration of CNY 2.29 billion will be paid by 366 Mobile Internet Technology Co., Ltd. As part of consideration, CNY 2.29 billion is paid towards common equity of Mega-info Media Co.,Ltd. 366 Mobile Internet Technology Co., Ltd. completed the acquisition of 75% stake in Mega-info Media Co.,Ltd. (SZSE:301102) from Luenmei Quantum Co.,Ltd (SHSE:600167) and Shenyang Huaxin Luenmei Asset Management Co., Ltd. on July 18, 2024.お知らせ • Jun 28Luenmei Quantum Co.,Ltd to Report First Half, 2024 Results on Aug 31, 2024Luenmei Quantum Co.,Ltd announced that they will report first half, 2024 results on Aug 31, 2024分析記事 • May 27Luenmei QuantumLtd (SHSE:600167) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • May 06Luenmei QuantumLtd's (SHSE:600167) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from Luenmei Quantum Co.,Ltd ( SHSE:600167 ), despite the profit...分析記事 • May 02Luenmei Quantum Co.,Ltd Just Missed Earnings - But Analysts Have Updated Their ModelsLuenmei Quantum Co.,Ltd ( SHSE:600167 ) just released its latest full-year report and things are not looking great. It...お知らせ • May 01Luenmei Quantum Co.,Ltd, Annual General Meeting, May 24, 2024Luenmei Quantum Co.,Ltd, Annual General Meeting, May 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning ChinaReported Earnings • Apr 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.38 (down from CN¥0.42 in FY 2022). Revenue: CN¥3.41b (down 1.1% from FY 2022). Net income: CN¥859.0m (down 9.0% from FY 2022). Profit margin: 25% (down from 27% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.分析記事 • Apr 14Is Luenmei Quantum Co.,Ltd (SHSE:600167) Trading At A 27% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Luenmei QuantumLtd fair value estimate is CN¥8.16 Current...お知らせ • Mar 29Luenmei Quantum Co.,Ltd to Report Q1, 2024 Results on Apr 30, 2024Luenmei Quantum Co.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024分析記事 • Mar 22There Is A Reason Luenmei Quantum Co.,Ltd's (SHSE:600167) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 13.3x Luenmei Quantum Co.,Ltd ( SHSE:600167 ) may be sending very bullish...分析記事 • Feb 27Luenmei QuantumLtd (SHSE:600167) Might Be Having Difficulty Using Its Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥6.12, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Water Utilities industry in China. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.16 per share.お知らせ • Dec 29Luenmei Quantum Co.,Ltd to Report Fiscal Year 2023 Results on Apr 30, 2024Luenmei Quantum Co.,Ltd announced that they will report fiscal year 2023 results on Apr 30, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.026 (vs CN¥0.013 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.026 (up from CN¥0.013 in 3Q 2022). Revenue: CN¥331.0m (down 7.1% from 3Q 2022). Net income: CN¥58.8m (up 96% from 3Q 2022). Profit margin: 18% (up from 8.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 23% per year.お知らせ • Sep 30Luenmei Quantum Co.,Ltd to Report Q3, 2023 Results on Oct 31, 2023Luenmei Quantum Co.,Ltd announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.042 loss per share (vs CN¥0.031 loss in 2Q 2022)Second quarter 2023 results: CN¥0.042 loss per share (further deteriorated from CN¥0.031 loss in 2Q 2022). Revenue: CN¥197.9m (down 1.8% from 2Q 2022). Net loss: CN¥94.5m (loss widened 37% from 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Water Utilities industry in Asia. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 20% per year.Reported Earnings • Apr 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.42 (down from CN¥0.46 in FY 2021). Revenue: CN¥3.45b (flat on FY 2021). Net income: CN¥944.0m (down 9.8% from FY 2021). Profit margin: 27% (down from 30% in FY 2021). Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) also missed analyst estimates by 7.3%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Water Utilities industry in Asia. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 26% per year.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. 4 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Zheng Yang 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¥0.013 (vs CN¥0.026 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.013 (down from CN¥0.026 in 3Q 2021). Revenue: CN¥356.2m (up 3.3% from 3Q 2021). Net income: CN¥30.0m (down 50% from 3Q 2021). Profit margin: 8.4% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.Reported Earnings • Apr 29Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.46 (down from CN¥0.74 in FY 2020). Revenue: CN¥3.47b (down 3.6% from FY 2020). Net income: CN¥1.05b (down 38% from FY 2020). Profit margin: 30% (down from 47% in FY 2020). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 43%. Over the next year, revenue is forecast to grow 28%, compared to a 14% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.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. 5 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Zheng Yang 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 31Third quarter 2021 earnings released: EPS CN¥0.026 (vs CN¥0.097 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥345.0m (up 7.0% from 3Q 2020). Net income: CN¥59.4m (down 73% from 3Q 2020). Profit margin: 17% (down from 69% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.Board Change • Oct 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Supervisor Wu Yao is the most experienced director on the board, commencing their role in 2010. Independent Director Zheng Yang 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. Lack of experienced directors.Board Change • Sep 28Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (3 non-independent directors). President & Director Changyi Zhu is the most experienced director on the board, commencing their role in 2011. Independent Director Zheng Yang 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. Lack of experienced directors.Reported Earnings • Aug 29Second quarter 2021 earnings released: CN¥0.013 loss per share (vs CN¥0.018 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: CN¥193.1m (down 30% from 2Q 2020). Net loss: CN¥30.4m (down 174% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.Major Estimate Revision • May 08Consensus EPS estimates fall to CN¥0.85The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from CN¥4.82b to CN¥4.67b. EPS estimate also fell from CN¥0.95 to CN¥0.85. Net income forecast to grow 15% next year vs 15% growth forecast for Water Utilities industry in China. Consensus price target of CN¥17.64 unchanged from last update. Share price was steady at CN¥8.91 over the past week.Reported Earnings • May 02Full year 2020 earnings released: EPS CN¥0.74 (vs CN¥0.70 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥3.60b (up 5.9% from FY 2019). Net income: CN¥1.69b (up 5.9% from FY 2019). Profit margin: 47% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Jan 25New 90-day low: CN¥10.22The company is down 27% from its price of CN¥14.00 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Water Utilities industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.19 per share.Is New 90 Day High Low • Jan 05New 90-day low: CN¥11.04The company is down 14% from its price of CN¥12.91 on 30 September 2020. The Chinese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Water Utilities industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.19 per share.Is New 90 Day High Low • Dec 14New 90-day low: CN¥12.22The company is down 1.0% from its price of CN¥12.36 on 14 September 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Water Utilities industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.19 per share.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.83b, up 22% from the prior year. Total revenue was CN¥3.82b over the last 12 months, up 19% from the prior year.お知らせ • Oct 27Luenmei Quantum Co.,Ltd to Report Q3, 2020 Results on Oct 30, 2020Luenmei Quantum Co.,Ltd announced that they will report Q3, 2020 results on Oct 30, 2020お知らせ • Jul 10Luenmei Quantum Co.,Ltd to Report First Half, 2020 Results on Aug 28, 2020Luenmei Quantum Co.,Ltd announced that they will report first half, 2020 results on Aug 28, 2020CEOCheng Song Lu (48 yo)1.7yrs在職期間CN¥703,000報酬Mr. Cheng Song Lu is President & Director of Luenmei Quantum Co. Ltd from December 2, 2024.リーダーシップ・チーム名称ポジション在職期間報酬所有権Cheng Song LuPresident & Director1.7yrsCN¥703.00kデータなしZe Ming ZhouFinancial Director5.8yrsCN¥1.21mデータなしSisheng LiuSecretary of the Board18.2yrsCN¥328.60kデータなしDong LiuAccounting Supervisorno dataデータなしデータなしもっと見る5.8yrs平均在職期間50yo平均年齢経験豊富な経営陣: 600167の経営陣は経験豊富で経験豊富です（平均在職期間は5.8年）。取締役名称ポジション在職期間報酬所有権Cheng Song LuPresident & Director1.7yrsCN¥703.00kデータなしYongze LiuIndependent Director1.7yrsCN¥105.00kデータなしZhuangqiang SuChairman of the Board9.8yrsCN¥600.00kデータなしZhou Bo WangCo-Chairman1.7yrsデータなしデータなしDuo Lei ZhangIndependent Director1.7yrsCN¥105.00kデータなしDa Peng TangIndependent Director1.7yrsCN¥105.00kデータなしもっと見る1.7yrs平均在職期間51.5yo平均年齢経験豊富なボード: 600167の 取締役会 は 経験豊富 ではない ( 1.7年の平均在任期間) ため、新しい取締役会が必要であると考えられます。View Ownership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2026/08/05 17:34終値2026/08/05 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Luenmei Quantum Co.,Ltd 3 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。5 アナリスト機関Yigong TaoChina Galaxy Securities Co., Ltd.Xiang LiCitic Securities Co., Ltd.Weijia WangHuatai Research2 その他のアナリストを表示
お知らせ • Apr 29Luenmei Quantum Co.,Ltd, Annual General Meeting, May 22, 2026Luenmei Quantum Co.,Ltd, Annual General Meeting, May 22, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning China
お知らせ • Apr 30Luenmei Quantum Co.,Ltd, Annual General Meeting, May 23, 2025Luenmei Quantum Co.,Ltd, Annual General Meeting, May 23, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning China
お知らせ • May 01Luenmei Quantum Co.,Ltd, Annual General Meeting, May 24, 2024Luenmei Quantum Co.,Ltd, Annual General Meeting, May 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning 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. 4 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Zheng Yang 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.
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. 5 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Zheng Yang 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.
Board Change • Oct 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Supervisor Wu Yao is the most experienced director on the board, commencing their role in 2010. Independent Director Zheng Yang 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. Lack of experienced directors.
お知らせ • Jul 15Luenmei Quantum Co.,Ltd (SHSE:600167) announces an Equity Buyback for CNY 200 million worth of its shares.Luenmei Quantum Co.,Ltd (SHSE:600167) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A common stock. The shares will be repurchased at a price not more than CNY 7.85 per share. The purpose of the program is to maintain the Company’s value and shareholder rights. The shares not sold will be cancelled. The program will be valid for a period of 3 months.
お知らせ • Jun 30Luenmei Quantum Co.,Ltd to Report First Half, 2026 Results on Aug 29, 2026Luenmei Quantum Co.,Ltd announced that they will report first half, 2026 results on Aug 29, 2026
Reported Earnings • Apr 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.31 (up from CN¥0.29 in FY 2024). Revenue: CN¥3.24b (down 7.7% from FY 2024). Net income: CN¥686.0m (up 4.1% from FY 2024). Profit margin: 21% (up from 19% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Apr 29Luenmei Quantum Co.,Ltd, Annual General Meeting, May 22, 2026Luenmei Quantum Co.,Ltd, Annual General Meeting, May 22, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning China
お知らせ • Mar 30Luenmei Quantum Co.,Ltd to Report Q1, 2026 Results on Apr 29, 2026Luenmei Quantum Co.,Ltd announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 26Luenmei Quantum Co.,Ltd to Report Fiscal Year 2025 Results on Apr 23, 2026Luenmei Quantum Co.,Ltd announced that they will report fiscal year 2025 results on Apr 23, 2026
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥7.45, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Water Utilities industry in China. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.61 per share.
Buy Or Sell Opportunity • Dec 09Now 21% undervaluedOver the last 90 days, the stock has risen 15% to CN¥7.59. The fair value is estimated to be CN¥9.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥9.50, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Water Utilities industry in China. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.61 per share.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.008 (vs CN¥0.014 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.008 (down from CN¥0.014 in 3Q 2024). Revenue: CN¥257.5m (down 26% from 3Q 2024). Net income: CN¥18.6m (down 40% from 3Q 2024). Profit margin: 7.2% (down from 8.8% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Luenmei Quantum Co.,Ltd to Report Q3, 2025 Results on Oct 31, 2025Luenmei Quantum Co.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025
New Risk • Sep 26New 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 7.3% 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 (7.3% average weekly change).
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥7.94, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Water Utilities industry in China. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.59 per share.
Price Target Changed • Aug 16Price target increased by 9.0% to CN¥7.63Up from CN¥7.00, the current price target is an average from 2 analysts. New target price is 18% above last closing price of CN¥6.49. Stock is up 13% over the past year. The company is forecast to post earnings per share of CN¥0.37 for next year compared to CN¥0.29 last year.
お知らせ • Jun 30Luenmei Quantum Co.,Ltd to Report First Half, 2025 Results on Aug 30, 2025Luenmei Quantum Co.,Ltd announced that they will report first half, 2025 results on Aug 30, 2025
Reported Earnings • May 03First quarter 2025 earnings released: EPS: CN¥0.28 (vs CN¥0.25 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.28 (up from CN¥0.25 in 1Q 2024). Revenue: CN¥1.70b (down 1.1% from 1Q 2024). Net income: CN¥618.1m (up 9.6% from 1Q 2024). Profit margin: 36% (up from 33% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 30Luenmei Quantum Co.,Ltd, Annual General Meeting, May 23, 2025Luenmei Quantum Co.,Ltd, Annual General Meeting, May 23, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning China
Buy Or Sell Opportunity • Apr 29Now 21% undervaluedOver the last 90 days, the stock has risen 3.8% to CN¥5.76. The fair value is estimated to be CN¥7.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 10.0% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
Buy Or Sell Opportunity • Apr 07Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to CN¥5.27. The fair value is estimated to be CN¥7.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 10.0% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
お知らせ • Mar 28Luenmei Quantum Co.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Luenmei Quantum Co.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025
Buy Or Sell Opportunity • Mar 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.9% to CN¥5.77. The fair value is estimated to be CN¥7.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
Buy Or Sell Opportunity • Mar 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to CN¥5.80. The fair value is estimated to be CN¥7.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
分析記事 • Jan 06Some Investors May Be Worried About Luenmei QuantumLtd's (SHSE:600167) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
お知らせ • Dec 27Luenmei Quantum Co.,Ltd to Report Fiscal Year 2024 Results on Apr 30, 2025Luenmei Quantum Co.,Ltd announced that they will report fiscal year 2024 results on Apr 30, 2025
Buy Or Sell Opportunity • Dec 19Now 21% undervaluedOver the last 90 days, the stock has risen 16% to CN¥6.00. The fair value is estimated to be CN¥7.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
分析記事 • Dec 19Insufficient Growth At Luenmei Quantum Co.,Ltd (SHSE:600167) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 19.1x Luenmei Quantum Co.,Ltd ( SHSE:600167 ) may be sending bullish...
分析記事 • Dec 01Here's Why Luenmei QuantumLtd (SHSE:600167) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buy Or Sell Opportunity • Nov 13Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to CN¥6.05. The fair value is estimated to be CN¥7.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
分析記事 • Nov 12We Think That There Are More Issues For Luenmei QuantumLtd (SHSE:600167) Than Just Sluggish EarningsThe subdued market reaction suggests that Luenmei Quantum Co.,Ltd's ( SHSE:600167 ) recent earnings didn't contain any...
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.014 (vs CN¥0.026 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.014 (down from CN¥0.026 in 3Q 2023). Revenue: CN¥347.9m (up 5.1% from 3Q 2023). Net income: CN¥30.8m (down 48% from 3Q 2023). Profit margin: 8.8% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • Sep 30Luenmei Quantum Co.,Ltd to Report Q3, 2024 Results on Oct 31, 2024Luenmei Quantum Co.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.038 loss per share (vs CN¥0.042 loss in 2Q 2023)Second quarter 2024 results: CN¥0.038 loss per share (improved from CN¥0.042 loss in 2Q 2023). Revenue: CN¥233.1m (up 18% from 2Q 2023). Net loss: CN¥86.7m (loss narrowed 8.2% from 2Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Jul 20366 Mobile Internet Technology Co., Ltd. completed the acquisition of 75% stake in Mega-info Media Co.,Ltd. (SZSE:301102) from Luenmei Quantum Co.,Ltd (SHSE:600167) and Shenyang Huaxin Luenmei Asset Management Co., Ltd. for CNY 2.3 billion.366 Mobile Internet Technology Co., Ltd. signed Share Transfer Agreement to acquire 75% stake in Mega-info Media Co.,Ltd. (SZSE:301102) from Luenmei Quantum Co.,Ltd (SHSE:600167) and Shenyang Huaxin Luenmei Asset Management Co., Ltd. for CNY 2.3 billion on May 27, 2024. A cash consideration of CNY 2.29 billion will be paid by 366 Mobile Internet Technology Co., Ltd. As part of consideration, CNY 2.29 billion is paid towards common equity of Mega-info Media Co.,Ltd. 366 Mobile Internet Technology Co., Ltd. completed the acquisition of 75% stake in Mega-info Media Co.,Ltd. (SZSE:301102) from Luenmei Quantum Co.,Ltd (SHSE:600167) and Shenyang Huaxin Luenmei Asset Management Co., Ltd. on July 18, 2024.
お知らせ • Jun 28Luenmei Quantum Co.,Ltd to Report First Half, 2024 Results on Aug 31, 2024Luenmei Quantum Co.,Ltd announced that they will report first half, 2024 results on Aug 31, 2024
分析記事 • May 27Luenmei QuantumLtd (SHSE:600167) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • May 06Luenmei QuantumLtd's (SHSE:600167) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from Luenmei Quantum Co.,Ltd ( SHSE:600167 ), despite the profit...
分析記事 • May 02Luenmei Quantum Co.,Ltd Just Missed Earnings - But Analysts Have Updated Their ModelsLuenmei Quantum Co.,Ltd ( SHSE:600167 ) just released its latest full-year report and things are not looking great. It...
お知らせ • May 01Luenmei Quantum Co.,Ltd, Annual General Meeting, May 24, 2024Luenmei Quantum Co.,Ltd, Annual General Meeting, May 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenyang, Liaoning China
Reported Earnings • Apr 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.38 (down from CN¥0.42 in FY 2022). Revenue: CN¥3.41b (down 1.1% from FY 2022). Net income: CN¥859.0m (down 9.0% from FY 2022). Profit margin: 25% (down from 27% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 14Is Luenmei Quantum Co.,Ltd (SHSE:600167) Trading At A 27% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Luenmei QuantumLtd fair value estimate is CN¥8.16 Current...
お知らせ • Mar 29Luenmei Quantum Co.,Ltd to Report Q1, 2024 Results on Apr 30, 2024Luenmei Quantum Co.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024
分析記事 • Mar 22There Is A Reason Luenmei Quantum Co.,Ltd's (SHSE:600167) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 13.3x Luenmei Quantum Co.,Ltd ( SHSE:600167 ) may be sending very bullish...
分析記事 • Feb 27Luenmei QuantumLtd (SHSE:600167) Might Be Having Difficulty Using Its Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥6.12, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Water Utilities industry in China. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.16 per share.
お知らせ • Dec 29Luenmei Quantum Co.,Ltd to Report Fiscal Year 2023 Results on Apr 30, 2024Luenmei Quantum Co.,Ltd announced that they will report fiscal year 2023 results on Apr 30, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.026 (vs CN¥0.013 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.026 (up from CN¥0.013 in 3Q 2022). Revenue: CN¥331.0m (down 7.1% from 3Q 2022). Net income: CN¥58.8m (up 96% from 3Q 2022). Profit margin: 18% (up from 8.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 23% per year.
お知らせ • Sep 30Luenmei Quantum Co.,Ltd to Report Q3, 2023 Results on Oct 31, 2023Luenmei Quantum Co.,Ltd announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.042 loss per share (vs CN¥0.031 loss in 2Q 2022)Second quarter 2023 results: CN¥0.042 loss per share (further deteriorated from CN¥0.031 loss in 2Q 2022). Revenue: CN¥197.9m (down 1.8% from 2Q 2022). Net loss: CN¥94.5m (loss widened 37% from 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Water Utilities industry in Asia. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 20% per year.
Reported Earnings • Apr 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.42 (down from CN¥0.46 in FY 2021). Revenue: CN¥3.45b (flat on FY 2021). Net income: CN¥944.0m (down 9.8% from FY 2021). Profit margin: 27% (down from 30% in FY 2021). Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) also missed analyst estimates by 7.3%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Water Utilities industry in Asia. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 26% per year.
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. 4 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Zheng Yang 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¥0.013 (vs CN¥0.026 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.013 (down from CN¥0.026 in 3Q 2021). Revenue: CN¥356.2m (up 3.3% from 3Q 2021). Net income: CN¥30.0m (down 50% from 3Q 2021). Profit margin: 8.4% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Water Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.
Reported Earnings • Apr 29Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.46 (down from CN¥0.74 in FY 2020). Revenue: CN¥3.47b (down 3.6% from FY 2020). Net income: CN¥1.05b (down 38% from FY 2020). Profit margin: 30% (down from 47% in FY 2020). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 43%. Over the next year, revenue is forecast to grow 28%, compared to a 14% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
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. 5 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Zheng Yang 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 31Third quarter 2021 earnings released: EPS CN¥0.026 (vs CN¥0.097 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥345.0m (up 7.0% from 3Q 2020). Net income: CN¥59.4m (down 73% from 3Q 2020). Profit margin: 17% (down from 69% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.
Board Change • Oct 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Supervisor Wu Yao is the most experienced director on the board, commencing their role in 2010. Independent Director Zheng Yang 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. Lack of experienced directors.
Board Change • Sep 28Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (3 non-independent directors). President & Director Changyi Zhu is the most experienced director on the board, commencing their role in 2011. Independent Director Zheng Yang 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. Lack of experienced directors.
Reported Earnings • Aug 29Second quarter 2021 earnings released: CN¥0.013 loss per share (vs CN¥0.018 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: CN¥193.1m (down 30% from 2Q 2020). Net loss: CN¥30.4m (down 174% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.
Major Estimate Revision • May 08Consensus EPS estimates fall to CN¥0.85The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from CN¥4.82b to CN¥4.67b. EPS estimate also fell from CN¥0.95 to CN¥0.85. Net income forecast to grow 15% next year vs 15% growth forecast for Water Utilities industry in China. Consensus price target of CN¥17.64 unchanged from last update. Share price was steady at CN¥8.91 over the past week.
Reported Earnings • May 02Full year 2020 earnings released: EPS CN¥0.74 (vs CN¥0.70 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥3.60b (up 5.9% from FY 2019). Net income: CN¥1.69b (up 5.9% from FY 2019). Profit margin: 47% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Jan 25New 90-day low: CN¥10.22The company is down 27% from its price of CN¥14.00 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Water Utilities industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.19 per share.
Is New 90 Day High Low • Jan 05New 90-day low: CN¥11.04The company is down 14% from its price of CN¥12.91 on 30 September 2020. The Chinese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Water Utilities industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.19 per share.
Is New 90 Day High Low • Dec 14New 90-day low: CN¥12.22The company is down 1.0% from its price of CN¥12.36 on 14 September 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Water Utilities industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.19 per share.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.83b, up 22% from the prior year. Total revenue was CN¥3.82b over the last 12 months, up 19% from the prior year.
お知らせ • Oct 27Luenmei Quantum Co.,Ltd to Report Q3, 2020 Results on Oct 30, 2020Luenmei Quantum Co.,Ltd announced that they will report Q3, 2020 results on Oct 30, 2020
お知らせ • Jul 10Luenmei Quantum Co.,Ltd to Report First Half, 2020 Results on Aug 28, 2020Luenmei Quantum Co.,Ltd announced that they will report first half, 2020 results on Aug 28, 2020