View ValuationJiangsu Guoxin 将来の成長Future 基準チェック /06Jiangsu Guoxinの収益と利益は、それぞれ年間0.1%と0.4%減少すると予測されています。EPS は年間0.5%で 減少すると予想されています。自己資本利益率は 3 年後に7.3%になると予測されています。主要情報-0.4%収益成長率-0.47%EPS成長率Electric Utilities 収益成長15.3%収益成長率-0.1%将来の株主資本利益率7.35%アナリストカバレッジLow最終更新日05 May 2026今後の成長に関する最新情報Major Estimate Revision • Apr 18Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥36.4b to CN¥36.8b. EPS estimate fell from CN¥0.85 to CN¥0.76 per share. Net income forecast to grow 53% next year vs 58% growth forecast for Electric Utilities industry in China. Consensus price target broadly unchanged at CN¥8.76. Share price fell 3.7% to CN¥8.30 over the past week.分析記事 • Apr 15Jiangsu Guoxin Corp. Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsInvestors in Jiangsu Guoxin Corp. Ltd. ( SZSE:002608 ) had a good week, as its shares rose 5.3% to close at CN¥8.39...すべての更新を表示Recent updatesNew Risk • May 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Apr 21Full year 2025 earnings released: EPS: CN¥0.92 (vs CN¥0.86 in FY 2024)Full year 2025 results: EPS: CN¥0.92 (up from CN¥0.86 in FY 2024). Revenue: CN¥35.5b (down 3.8% from FY 2024). Net income: CN¥3.47b (up 7.0% from FY 2024). Profit margin: 9.8% (up from 8.8% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 21Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 15, 2026Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu Chinaお知らせ • Mar 31Jiangsu Guoxin Corp. Ltd. to Report Q1, 2026 Results on Apr 25, 2026Jiangsu Guoxin Corp. Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Dec 31Jiangsu Guoxin Corp. Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Jiangsu Guoxin Corp. Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026Board Change • Dec 12High number of new directorsSupervisor Lin Shen was the last director to join the board, commencing their role in 2024.Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.32 (vs CN¥0.26 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.32 (up from CN¥0.26 in 3Q 2024). Revenue: CN¥10.5b (up 2.5% from 3Q 2024). Net income: CN¥1.20b (up 24% from 3Q 2024). Profit margin: 12% (up from 9.5% in 3Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30Jiangsu Guoxin Corp. Ltd. to Report Q3, 2025 Results on Oct 25, 2025Jiangsu Guoxin Corp. Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025New Risk • Aug 27New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.31 (vs CN¥0.31 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.31 (down from CN¥0.31 in 2Q 2024). Revenue: CN¥7.93b (down 8.8% from 2Q 2024). Net income: CN¥1.17b (flat on 2Q 2024). Profit margin: 15% (up from 14% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 14Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 18th July 2025 Payment date: 18th July 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 46 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 3.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 02Jiangsu Guoxin Corp. Ltd. to Report First Half, 2025 Results on Aug 26, 2025Jiangsu Guoxin Corp. Ltd. announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • May 22Jiangsu Guoxin Corp. Ltd. Approves Cash Dividend for 2024Jiangsu Guoxin Corp. Ltd. at its Annual General Meeting of 2024 on 20 May 2025, approved Cash dividend (tax included): CNY 1.00000000 per ten share.Reported Earnings • Apr 26First quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.21 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.23 (up from CN¥0.21 in 1Q 2024). Revenue: CN¥7.76b (down 14% from 1Q 2024). Net income: CN¥864.3m (up 11% from 1Q 2024). Profit margin: 11% (up from 8.6% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 20, 2025Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu Chinaお知らせ • Mar 31Jiangsu Guoxin Corp. Ltd. to Report Q1, 2025 Results on Apr 26, 2025Jiangsu Guoxin Corp. Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025Reported Earnings • Mar 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.85 (up from CN¥0.50 in FY 2023). Revenue: CN¥36.9b (up 6.8% from FY 2023). Net income: CN¥3.23b (up 73% from FY 2023). Profit margin: 8.7% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 18Does Jiangsu Guoxin (SZSE:002608) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Dec 31Jiangsu Guoxin Corp. Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Jiangsu Guoxin Corp. Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025分析記事 • Dec 23There Are Reasons To Feel Uneasy About Jiangsu Guoxin's (SZSE:002608) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Nov 07Jiangsu Guoxin's (SZSE:002608) Performance Is Even Better Than Its Earnings SuggestWhen companies post strong earnings, the stock generally performs well, just like Jiangsu Guoxin Corp. Ltd.'s...Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.22 in 3Q 2023). Revenue: CN¥10.2b (up 5.8% from 3Q 2023). Net income: CN¥968.2m (up 15% from 3Q 2023). Profit margin: 9.5% (in line with 3Q 2023). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 21Little Excitement Around Jiangsu Guoxin Corp. Ltd.'s (SZSE:002608) EarningsJiangsu Guoxin Corp. Ltd.'s ( SZSE:002608 ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a...お知らせ • Sep 30Jiangsu Guoxin Corp. Ltd. to Report Q3, 2024 Results on Oct 31, 2024Jiangsu Guoxin Corp. Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥8.06, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Electric Utilities industry in China. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥3.78 per share.分析記事 • Sep 26Is Jiangsu Guoxin (SZSE:002608) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.31 (vs CN¥0.23 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.31 (up from CN¥0.23 in 2Q 2023). Revenue: CN¥8.70b (up 7.3% from 2Q 2023). Net income: CN¥1.17b (up 36% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electric Utilities industry in Asia. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 07Jiangsu Guoxin (SZSE:002608) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Declared Dividend • Jul 01Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 5th July 2024 Payment date: 5th July 2024 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Jiangsu Guoxin Corp. Ltd. to Report First Half, 2024 Results on Aug 29, 2024Jiangsu Guoxin Corp. Ltd. announced that they will report first half, 2024 results on Aug 29, 2024分析記事 • Jun 16Jiangsu Guoxin Corp. Ltd. (SZSE:002608) Looks Inexpensive But Perhaps Not Attractive EnoughJiangsu Guoxin Corp. Ltd.'s ( SZSE:002608 ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a buy right...お知らせ • May 11Jiangsu Guoxin Corp. Ltd. Approves Cash Dividend for the Year 2023Jiangsu Guoxin Corp. Ltd. announced that at the Annual General Meeting of 2023 on 08 May 2024, the shareholders approved cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2023.分析記事 • May 03Solid Earnings Reflect Jiangsu Guoxin's (SZSE:002608) Strength As A BusinessThe subdued stock price reaction suggests that Jiangsu Guoxin Corp. Ltd.'s ( SZSE:002608 ) strong earnings didn't offer...Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.068 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.21 (up from CN¥0.068 in 1Q 2023). Revenue: CN¥9.08b (up 26% from 1Q 2023). Net income: CN¥778.6m (up 205% from 1Q 2023). Profit margin: 8.6% (up from 3.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Apr 18Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥36.4b to CN¥36.8b. EPS estimate fell from CN¥0.85 to CN¥0.76 per share. Net income forecast to grow 53% next year vs 58% growth forecast for Electric Utilities industry in China. Consensus price target broadly unchanged at CN¥8.76. Share price fell 3.7% to CN¥8.30 over the past week.分析記事 • Apr 15Jiangsu Guoxin Corp. Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsInvestors in Jiangsu Guoxin Corp. Ltd. ( SZSE:002608 ) had a good week, as its shares rose 5.3% to close at CN¥8.39...Reported Earnings • Apr 14Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥0.50 (up from CN¥0.02 in FY 2022). Revenue: CN¥34.6b (up 6.6% from FY 2022). Net income: CN¥1.87b (up CN¥1.80b from FY 2022). Profit margin: 5.4% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Electric Utilities industry in Asia. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Apr 13+ 1 more updateJiangsu Guoxin Corp. Ltd., Annual General Meeting, May 08, 2024Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 08, 2024, at 14:30 China Standard Time. Location: 3F, No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual accounts report; to consider 2024 financial budget plan; to consider 2023 profit distribution plan; to consider 2023 annual report and its summary; to consider 2023 internal control self-evaluation report; to consider Reappointment of 2024 audit firm; to consider Securities investment plan within the next 12 months from June 2024 to May 2025 of a company; and to consider Investment trust plan within the next 12 months from June 2024 to May 2025 of the above company.お知らせ • Mar 30Jiangsu Guoxin Corp. Ltd. to Report Q1, 2024 Results on Apr 27, 2024Jiangsu Guoxin Corp. Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Reported Earnings • Mar 12Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥0.50 (up from CN¥0.02 in FY 2022). Revenue: CN¥34.6b (up 6.6% from FY 2022). Net income: CN¥1.87b (up CN¥1.80b from FY 2022). Profit margin: 5.4% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • Feb 29Investors Appear Satisfied With Jiangsu Guoxin Corp. Ltd.'s (SZSE:002608) ProspectsIt's not a stretch to say that Jiangsu Guoxin Corp. Ltd.'s ( SZSE:002608 ) price-to-sales (or "P/S") ratio of 0.9x...New Risk • Oct 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.0% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.05 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.05 loss in 3Q 2022). Revenue: CN¥9.65b (up 1.7% from 3Q 2022). Net income: CN¥844.5m (up CN¥1.05b from 3Q 2022). Profit margin: 8.8% (up from net loss in 3Q 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Jiangsu Guoxin Corp. Ltd. to Report Q3, 2023 Results on Oct 26, 2023Jiangsu Guoxin Corp. Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.23 (vs CN¥0.12 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.23 (up from CN¥0.12 in 2Q 2022). Revenue: CN¥8.10b (up 12% from 2Q 2022). Net income: CN¥863.0m (up 91% from 2Q 2022). Profit margin: 11% (up from 6.3% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.お知らせ • Jul 07Jiangsu Guoxin Corp. Ltd. Announces Final Profit Distribution for the Year 2022, Payable on 13 July 2023Jiangsu Guoxin Corp. Ltd. announced 2022 final profit distribution plan to be implemented (A shares): cash dividend (tax included) of CNY 1.00000000 per ten shares. Record date is 12 July 2023. Ex-date is 13 July 2023. Payment date is 13 July 2023.お知らせ • May 20Jiangsu Guoxin Corp. Ltd. Approves Cash Dividend for the Year 2022Jiangsu Guoxin Corp. Ltd. approved cash dividend of CNY 1.000 (tax included) per 10 shares for the year 2022, at the AGM held on May 18, 2023.Reported Earnings • Apr 28Full year 2022 earnings released: EPS: CN¥0.02 (vs CN¥0.09 loss in FY 2021)Full year 2022 results: EPS: CN¥0.02 (up from CN¥0.09 loss in FY 2021). Revenue: CN¥32.4b (up 12% from FY 2021). Net income: CN¥68.2m (up CN¥411.0m from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 01Full year 2022 earnings released: CN¥0.019 loss per share (vs CN¥0.09 loss in FY 2021)Full year 2022 results: CN¥0.019 loss per share (improved from CN¥0.09 loss in FY 2021). Revenue: CN¥32.4b (up 12% from FY 2021). Net loss: CN¥71.1m (loss narrowed 79% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Dec 21Jiangsu Guoxin Corp. Ltd. Announces Board AppointmentsJiangsu Guoxin Corp. Ltd. held its 2nd Extraordinary General Meeting of 2022 on 19 December 2022 announced the appointment of Dong Liang, Ding Xuchun as non-independent directors, Zhang Lijun as independent directors and Zhang Ming, Jia Yu as supervisors.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Chairman of the Supervisory Board Songqi Wang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 28Third quarter 2022 earnings released: CN¥0.05 loss per share (vs CN¥0.053 loss in 3Q 2021)Third quarter 2022 results: CN¥0.05 loss per share (improved from CN¥0.053 loss in 3Q 2021). Revenue: CN¥9.49b (up 29% from 3Q 2021). Net loss: CN¥202.5m (loss narrowed 3.0% from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.24 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.24 in 2Q 2021). Revenue: CN¥7.23b (up 9.2% from 2Q 2021). Net income: CN¥452.2m (down 50% from 2Q 2021). Profit margin: 6.3% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 21Jiangsu Guoxin Corp. Ltd. Announces Board AppointmentsJiangsu Guoxin Corp. Ltd. announced the election of Dong Liang and Liang Xingchao as non-independent directors and election of Wen Subin, Zhang Hongfa and Zhang Lijun as independent directors, at the AGM held on May 19, 2022.Reported Earnings • May 02First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.13 in 1Q 2021). Revenue: CN¥7.68b (up 24% from 1Q 2021). Net income: CN¥360.2m (down 25% from 1Q 2021). Profit margin: 4.7% (down from 7.8% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: CN¥0.09 loss per share (down from CN¥0.60 profit in FY 2020). Revenue: CN¥28.9b (up 33% from FY 2020). Net loss: CN¥346.7m (down 115% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Reported Earnings • Oct 31Third quarter 2021 earnings released: CN¥0.053 loss per share (vs CN¥0.16 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: CN¥7.35b (up 28% from 3Q 2020). Net loss: CN¥208.8m (down 136% from profit in 3Q 2020). 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 3% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.11, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 32x in the Electric Utilities industry in China. Total returns to shareholders of 4.2% over the past three years.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.24 (vs CN¥0.18 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥6.62b (up 24% from 2Q 2020). Net income: CN¥909.5m (up 30% from 2Q 2020). Profit margin: 14% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.13 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥6.21b (up 39% from 1Q 2020). Net income: CN¥483.1m (up 1.2% from 1Q 2020). Profit margin: 7.8% (down from 11% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.Reported Earnings • Apr 15Full year 2020 earnings released: EPS CN¥0.60 (vs CN¥0.64 in FY 2019)The company reported a mediocre full year result with weaker earnings, although profit margins were flat and revenues improved. Full year 2020 results: Revenue: CN¥21.7b (up 2.8% from FY 2019). Net income: CN¥2.27b (down 5.4% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.59 (vs CN¥0.64 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥21.7b (up 2.8% from FY 2019). Net income: CN¥2.24b (down 6.8% from FY 2019). Profit margin: 10% (down from 11% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 11% per year.Is New 90 Day High Low • Feb 04New 90-day low: CN¥6.08The company is down 5.0% from its price of CN¥6.37 on 06 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is up 2.0% over the same period.お知らせ • Jan 28Jiangsu Guoxin Corp. Ltd.(XSEC:002608) dropped from S&P Global BMI IndexJiangsu Guoxin Corp. Ltd.(XSEC:002608) dropped from S&P Global BMI IndexValuation Update With 7 Day Price Move • Jan 19Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥6.87, the stock is trading at a trailing P/E ratio of 11.7x, down from the previous P/E ratio of 14.7x. This compares to an average P/E of 28x in the Electric Utilities industry in China. Total return to shareholders over the past three years is a loss of 31%.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥8.64, the stock is trading at a trailing P/E ratio of 14.7x, up from the previous P/E ratio of 12.5x. This compares to an average P/E of 28x in the Electric Utilities industry in China. Total return to shareholders over the past three years is a loss of 13%.Is New 90 Day High Low • Jan 11New 90-day high: CN¥7.85The company is up 18% from its price of CN¥6.64 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electric Utilities industry, which is down 4.0% over the same period.Is New 90 Day High Low • Dec 18New 90-day high: CN¥6.83The company is up 1.0% from its price of CN¥6.74 on 18 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electric Utilities industry, which is down 4.0% over the same period.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥2.20b, down 25% from the prior year. Total revenue was CN¥21.4b over the last 12 months, up 2.0% from the prior year.Is New 90 Day High Low • Oct 29New 90-day low: CN¥6.37The company is down 7.0% from its price of CN¥6.87 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Electric Utilities industry, which is also down 7.0% over the same period.お知らせ • Aug 12Jiangsu Guoxin Corp. Ltd. to Report First Half, 2020 Results on Aug 28, 2020Jiangsu Guoxin Corp. Ltd. announced that they will report first half, 2020 results on Aug 28, 2020業績と収益の成長予測SZSE:002608 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202836,2633,227N/A7,195112/31/202736,0132,944N/A5,843112/31/202635,6462,736N/A4,64013/31/202636,5653,381-8875,986N/A12/31/202535,5313,465-3226,423N/A9/30/202535,0973,545-1,0646,444N/A6/30/202534,8443,315-3627,069N/A3/31/202535,6123,324-5726,745N/A12/31/202436,9333,238-1,2325,390N/A9/30/202437,5412,824-7425,411N/A6/30/202437,0252,702-1,4534,237N/A3/31/202436,4212,392-2,5123,394N/A12/31/202334,5721,870-2,7763,792N/A9/30/202333,1111,417-4,0281,985N/A6/30/202332,907368-4,885830N/A3/31/202332,050-43-1,9982,723N/A1/1/202332,498601,1134,667N/A9/30/202233,102-913-3762,590N/A6/30/202230,968-9197463,417N/A3/31/202230,357-462-1,2831,472N/A1/1/202228,942-333-4,312-1,690N/A9/30/202126,3821,6982192,411N/A6/30/202124,7822,4958382,667N/A3/31/202123,5032,2864,0005,795N/A12/31/202021,6912,2746,3708,224N/A9/30/202021,3782,2015,3197,163N/A6/30/202021,1212,0836,5838,328N/A3/31/202020,7021,7764,0085,524N/A12/31/201921,0902,404N/A4,631N/A9/30/201920,9552,941N/A5,700N/A6/30/201921,3403,099N/A3,635N/A3/31/201921,4653,216N/A3,834N/A12/31/201822,1352,556N/A3,046N/A9/30/201822,1352,348N/A1,949N/A6/30/201822,0282,276N/A3,598N/A3/31/201821,8582,251N/A2,700N/A12/31/201720,2042,180N/A3,261N/A9/30/201718,7611,308N/A4,051N/A6/30/201717,6901,495N/A3,551N/A3/31/201716,792849N/A3,061N/A12/31/201616,8151,078N/A5,188N/A3/31/201618,690-1,852N/A8,168N/A12/31/201515,430-2,510N/A5,438N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 002608の収益は今後 3 年間で減少すると予測されています (年間-0.4% )。収益対市場: 002608の収益は今後 3 年間で減少すると予測されています (年間-0.4% )。高成長収益: 002608の収益は今後 3 年間で減少すると予測されています。収益対市場: 002608の収益は今後 3 年間で減少すると予想されています (年間-0.1% )。高い収益成長: 002608の収益は今後 3 年間で減少すると予測されています (年間-0.1% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002608の 自己資本利益率 は、3年後には低くなると予測されています ( 7.3 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 11:09終値2026/05/22 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Jiangsu Guoxin Corp. Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yi CaiIndustrial Securities Co. Ltd.Xi YuTianfeng Securities Brokerage Co., Ltd
Major Estimate Revision • Apr 18Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥36.4b to CN¥36.8b. EPS estimate fell from CN¥0.85 to CN¥0.76 per share. Net income forecast to grow 53% next year vs 58% growth forecast for Electric Utilities industry in China. Consensus price target broadly unchanged at CN¥8.76. Share price fell 3.7% to CN¥8.30 over the past week.
分析記事 • Apr 15Jiangsu Guoxin Corp. Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsInvestors in Jiangsu Guoxin Corp. Ltd. ( SZSE:002608 ) had a good week, as its shares rose 5.3% to close at CN¥8.39...
New Risk • May 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Apr 21Full year 2025 earnings released: EPS: CN¥0.92 (vs CN¥0.86 in FY 2024)Full year 2025 results: EPS: CN¥0.92 (up from CN¥0.86 in FY 2024). Revenue: CN¥35.5b (down 3.8% from FY 2024). Net income: CN¥3.47b (up 7.0% from FY 2024). Profit margin: 9.8% (up from 8.8% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 21Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 15, 2026Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu China
お知らせ • Mar 31Jiangsu Guoxin Corp. Ltd. to Report Q1, 2026 Results on Apr 25, 2026Jiangsu Guoxin Corp. Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Dec 31Jiangsu Guoxin Corp. Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Jiangsu Guoxin Corp. Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026
Board Change • Dec 12High number of new directorsSupervisor Lin Shen was the last director to join the board, commencing their role in 2024.
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.32 (vs CN¥0.26 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.32 (up from CN¥0.26 in 3Q 2024). Revenue: CN¥10.5b (up 2.5% from 3Q 2024). Net income: CN¥1.20b (up 24% from 3Q 2024). Profit margin: 12% (up from 9.5% in 3Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30Jiangsu Guoxin Corp. Ltd. to Report Q3, 2025 Results on Oct 25, 2025Jiangsu Guoxin Corp. Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025
New Risk • Aug 27New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: CN¥0.31 (vs CN¥0.31 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.31 (down from CN¥0.31 in 2Q 2024). Revenue: CN¥7.93b (down 8.8% from 2Q 2024). Net income: CN¥1.17b (flat on 2Q 2024). Profit margin: 15% (up from 14% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 14Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 18th July 2025 Payment date: 18th July 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 46 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 3.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 02Jiangsu Guoxin Corp. Ltd. to Report First Half, 2025 Results on Aug 26, 2025Jiangsu Guoxin Corp. Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • May 22Jiangsu Guoxin Corp. Ltd. Approves Cash Dividend for 2024Jiangsu Guoxin Corp. Ltd. at its Annual General Meeting of 2024 on 20 May 2025, approved Cash dividend (tax included): CNY 1.00000000 per ten share.
Reported Earnings • Apr 26First quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.21 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.23 (up from CN¥0.21 in 1Q 2024). Revenue: CN¥7.76b (down 14% from 1Q 2024). Net income: CN¥864.3m (up 11% from 1Q 2024). Profit margin: 11% (up from 8.6% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 20, 2025Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu China
お知らせ • Mar 31Jiangsu Guoxin Corp. Ltd. to Report Q1, 2025 Results on Apr 26, 2025Jiangsu Guoxin Corp. Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
Reported Earnings • Mar 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.85 (up from CN¥0.50 in FY 2023). Revenue: CN¥36.9b (up 6.8% from FY 2023). Net income: CN¥3.23b (up 73% from FY 2023). Profit margin: 8.7% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 18Does Jiangsu Guoxin (SZSE:002608) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Dec 31Jiangsu Guoxin Corp. Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Jiangsu Guoxin Corp. Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
分析記事 • Dec 23There Are Reasons To Feel Uneasy About Jiangsu Guoxin's (SZSE:002608) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • Nov 07Jiangsu Guoxin's (SZSE:002608) Performance Is Even Better Than Its Earnings SuggestWhen companies post strong earnings, the stock generally performs well, just like Jiangsu Guoxin Corp. Ltd.'s...
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.22 in 3Q 2023). Revenue: CN¥10.2b (up 5.8% from 3Q 2023). Net income: CN¥968.2m (up 15% from 3Q 2023). Profit margin: 9.5% (in line with 3Q 2023). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 21Little Excitement Around Jiangsu Guoxin Corp. Ltd.'s (SZSE:002608) EarningsJiangsu Guoxin Corp. Ltd.'s ( SZSE:002608 ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a...
お知らせ • Sep 30Jiangsu Guoxin Corp. Ltd. to Report Q3, 2024 Results on Oct 31, 2024Jiangsu Guoxin Corp. Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥8.06, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Electric Utilities industry in China. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥3.78 per share.
分析記事 • Sep 26Is Jiangsu Guoxin (SZSE:002608) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.31 (vs CN¥0.23 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.31 (up from CN¥0.23 in 2Q 2023). Revenue: CN¥8.70b (up 7.3% from 2Q 2023). Net income: CN¥1.17b (up 36% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electric Utilities industry in Asia. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 07Jiangsu Guoxin (SZSE:002608) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Declared Dividend • Jul 01Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 5th July 2024 Payment date: 5th July 2024 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Jiangsu Guoxin Corp. Ltd. to Report First Half, 2024 Results on Aug 29, 2024Jiangsu Guoxin Corp. Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
分析記事 • Jun 16Jiangsu Guoxin Corp. Ltd. (SZSE:002608) Looks Inexpensive But Perhaps Not Attractive EnoughJiangsu Guoxin Corp. Ltd.'s ( SZSE:002608 ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a buy right...
お知らせ • May 11Jiangsu Guoxin Corp. Ltd. Approves Cash Dividend for the Year 2023Jiangsu Guoxin Corp. Ltd. announced that at the Annual General Meeting of 2023 on 08 May 2024, the shareholders approved cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2023.
分析記事 • May 03Solid Earnings Reflect Jiangsu Guoxin's (SZSE:002608) Strength As A BusinessThe subdued stock price reaction suggests that Jiangsu Guoxin Corp. Ltd.'s ( SZSE:002608 ) strong earnings didn't offer...
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.068 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.21 (up from CN¥0.068 in 1Q 2023). Revenue: CN¥9.08b (up 26% from 1Q 2023). Net income: CN¥778.6m (up 205% from 1Q 2023). Profit margin: 8.6% (up from 3.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Apr 18Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥36.4b to CN¥36.8b. EPS estimate fell from CN¥0.85 to CN¥0.76 per share. Net income forecast to grow 53% next year vs 58% growth forecast for Electric Utilities industry in China. Consensus price target broadly unchanged at CN¥8.76. Share price fell 3.7% to CN¥8.30 over the past week.
分析記事 • Apr 15Jiangsu Guoxin Corp. Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsInvestors in Jiangsu Guoxin Corp. Ltd. ( SZSE:002608 ) had a good week, as its shares rose 5.3% to close at CN¥8.39...
Reported Earnings • Apr 14Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥0.50 (up from CN¥0.02 in FY 2022). Revenue: CN¥34.6b (up 6.6% from FY 2022). Net income: CN¥1.87b (up CN¥1.80b from FY 2022). Profit margin: 5.4% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Electric Utilities industry in Asia. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 13+ 1 more updateJiangsu Guoxin Corp. Ltd., Annual General Meeting, May 08, 2024Jiangsu Guoxin Corp. Ltd., Annual General Meeting, May 08, 2024, at 14:30 China Standard Time. Location: 3F, No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual accounts report; to consider 2024 financial budget plan; to consider 2023 profit distribution plan; to consider 2023 annual report and its summary; to consider 2023 internal control self-evaluation report; to consider Reappointment of 2024 audit firm; to consider Securities investment plan within the next 12 months from June 2024 to May 2025 of a company; and to consider Investment trust plan within the next 12 months from June 2024 to May 2025 of the above company.
お知らせ • Mar 30Jiangsu Guoxin Corp. Ltd. to Report Q1, 2024 Results on Apr 27, 2024Jiangsu Guoxin Corp. Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Reported Earnings • Mar 12Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥0.50 (up from CN¥0.02 in FY 2022). Revenue: CN¥34.6b (up 6.6% from FY 2022). Net income: CN¥1.87b (up CN¥1.80b from FY 2022). Profit margin: 5.4% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • Feb 29Investors Appear Satisfied With Jiangsu Guoxin Corp. Ltd.'s (SZSE:002608) ProspectsIt's not a stretch to say that Jiangsu Guoxin Corp. Ltd.'s ( SZSE:002608 ) price-to-sales (or "P/S") ratio of 0.9x...
New Risk • Oct 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.0% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.05 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.05 loss in 3Q 2022). Revenue: CN¥9.65b (up 1.7% from 3Q 2022). Net income: CN¥844.5m (up CN¥1.05b from 3Q 2022). Profit margin: 8.8% (up from net loss in 3Q 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electric Utilities industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Jiangsu Guoxin Corp. Ltd. to Report Q3, 2023 Results on Oct 26, 2023Jiangsu Guoxin Corp. Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.23 (vs CN¥0.12 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.23 (up from CN¥0.12 in 2Q 2022). Revenue: CN¥8.10b (up 12% from 2Q 2022). Net income: CN¥863.0m (up 91% from 2Q 2022). Profit margin: 11% (up from 6.3% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 07Jiangsu Guoxin Corp. Ltd. Announces Final Profit Distribution for the Year 2022, Payable on 13 July 2023Jiangsu Guoxin Corp. Ltd. announced 2022 final profit distribution plan to be implemented (A shares): cash dividend (tax included) of CNY 1.00000000 per ten shares. Record date is 12 July 2023. Ex-date is 13 July 2023. Payment date is 13 July 2023.
お知らせ • May 20Jiangsu Guoxin Corp. Ltd. Approves Cash Dividend for the Year 2022Jiangsu Guoxin Corp. Ltd. approved cash dividend of CNY 1.000 (tax included) per 10 shares for the year 2022, at the AGM held on May 18, 2023.
Reported Earnings • Apr 28Full year 2022 earnings released: EPS: CN¥0.02 (vs CN¥0.09 loss in FY 2021)Full year 2022 results: EPS: CN¥0.02 (up from CN¥0.09 loss in FY 2021). Revenue: CN¥32.4b (up 12% from FY 2021). Net income: CN¥68.2m (up CN¥411.0m from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 01Full year 2022 earnings released: CN¥0.019 loss per share (vs CN¥0.09 loss in FY 2021)Full year 2022 results: CN¥0.019 loss per share (improved from CN¥0.09 loss in FY 2021). Revenue: CN¥32.4b (up 12% from FY 2021). Net loss: CN¥71.1m (loss narrowed 79% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 21Jiangsu Guoxin Corp. Ltd. Announces Board AppointmentsJiangsu Guoxin Corp. Ltd. held its 2nd Extraordinary General Meeting of 2022 on 19 December 2022 announced the appointment of Dong Liang, Ding Xuchun as non-independent directors, Zhang Lijun as independent directors and Zhang Ming, Jia Yu as supervisors.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Chairman of the Supervisory Board Songqi Wang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 28Third quarter 2022 earnings released: CN¥0.05 loss per share (vs CN¥0.053 loss in 3Q 2021)Third quarter 2022 results: CN¥0.05 loss per share (improved from CN¥0.053 loss in 3Q 2021). Revenue: CN¥9.49b (up 29% from 3Q 2021). Net loss: CN¥202.5m (loss narrowed 3.0% from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.24 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.24 in 2Q 2021). Revenue: CN¥7.23b (up 9.2% from 2Q 2021). Net income: CN¥452.2m (down 50% from 2Q 2021). Profit margin: 6.3% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 21Jiangsu Guoxin Corp. Ltd. Announces Board AppointmentsJiangsu Guoxin Corp. Ltd. announced the election of Dong Liang and Liang Xingchao as non-independent directors and election of Wen Subin, Zhang Hongfa and Zhang Lijun as independent directors, at the AGM held on May 19, 2022.
Reported Earnings • May 02First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.13 in 1Q 2021). Revenue: CN¥7.68b (up 24% from 1Q 2021). Net income: CN¥360.2m (down 25% from 1Q 2021). Profit margin: 4.7% (down from 7.8% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: CN¥0.09 loss per share (down from CN¥0.60 profit in FY 2020). Revenue: CN¥28.9b (up 33% from FY 2020). Net loss: CN¥346.7m (down 115% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Reported Earnings • Oct 31Third quarter 2021 earnings released: CN¥0.053 loss per share (vs CN¥0.16 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: CN¥7.35b (up 28% from 3Q 2020). Net loss: CN¥208.8m (down 136% from profit in 3Q 2020). 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 3% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.11, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 32x in the Electric Utilities industry in China. Total returns to shareholders of 4.2% over the past three years.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.24 (vs CN¥0.18 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥6.62b (up 24% from 2Q 2020). Net income: CN¥909.5m (up 30% from 2Q 2020). Profit margin: 14% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.13 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥6.21b (up 39% from 1Q 2020). Net income: CN¥483.1m (up 1.2% from 1Q 2020). Profit margin: 7.8% (down from 11% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.
Reported Earnings • Apr 15Full year 2020 earnings released: EPS CN¥0.60 (vs CN¥0.64 in FY 2019)The company reported a mediocre full year result with weaker earnings, although profit margins were flat and revenues improved. Full year 2020 results: Revenue: CN¥21.7b (up 2.8% from FY 2019). Net income: CN¥2.27b (down 5.4% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.59 (vs CN¥0.64 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥21.7b (up 2.8% from FY 2019). Net income: CN¥2.24b (down 6.8% from FY 2019). Profit margin: 10% (down from 11% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 11% per year.
Is New 90 Day High Low • Feb 04New 90-day low: CN¥6.08The company is down 5.0% from its price of CN¥6.37 on 06 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is up 2.0% over the same period.
お知らせ • Jan 28Jiangsu Guoxin Corp. Ltd.(XSEC:002608) dropped from S&P Global BMI IndexJiangsu Guoxin Corp. Ltd.(XSEC:002608) dropped from S&P Global BMI Index
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥6.87, the stock is trading at a trailing P/E ratio of 11.7x, down from the previous P/E ratio of 14.7x. This compares to an average P/E of 28x in the Electric Utilities industry in China. Total return to shareholders over the past three years is a loss of 31%.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥8.64, the stock is trading at a trailing P/E ratio of 14.7x, up from the previous P/E ratio of 12.5x. This compares to an average P/E of 28x in the Electric Utilities industry in China. Total return to shareholders over the past three years is a loss of 13%.
Is New 90 Day High Low • Jan 11New 90-day high: CN¥7.85The company is up 18% from its price of CN¥6.64 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electric Utilities industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Dec 18New 90-day high: CN¥6.83The company is up 1.0% from its price of CN¥6.74 on 18 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electric Utilities industry, which is down 4.0% over the same period.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥2.20b, down 25% from the prior year. Total revenue was CN¥21.4b over the last 12 months, up 2.0% from the prior year.
Is New 90 Day High Low • Oct 29New 90-day low: CN¥6.37The company is down 7.0% from its price of CN¥6.87 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Electric Utilities industry, which is also down 7.0% over the same period.
お知らせ • Aug 12Jiangsu Guoxin Corp. Ltd. to Report First Half, 2020 Results on Aug 28, 2020Jiangsu Guoxin Corp. Ltd. announced that they will report first half, 2020 results on Aug 28, 2020