View ValuationLuenmei QuantumLtd 将来の成長Future 基準チェック /16Luenmei QuantumLtd利益と収益がそれぞれ年間11.9%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.8% 11.5%なると予測されています。主要情報11.9%収益成長率11.49%EPS成長率Water Utilities 収益成長8.0%収益成長率3.6%将来の株主資本利益率6.80%アナリストカバレッジLow最終更新日11 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman of the Board Zhuangqiang Su is the most experienced director on the board, commencing their role in 2016. Independent Director Yongze Liu was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • 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 • 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 • 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.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 released: EPS: CN¥0.38 (vs CN¥0.42 in FY 2022)Full 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 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.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, 2024Valuation 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 released: EPS: CN¥0.42 (vs CN¥0.46 in FY 2021)Full 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 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 • May 02First quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.31 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.29 (down from CN¥0.31 in 1Q 2021). Revenue: CN¥1.74b (up 2.6% from 1Q 2021). Net income: CN¥670.5m (down 4.4% from 1Q 2021). Profit margin: 39% (down from 41% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 14% growth forecast for the industry in China. 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 11% per year.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 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. 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 29Less 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.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 26% from its price of CN¥13.85 on 28 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 • Dec 28New 90-day low: CN¥11.24The company is down 13% from its price of CN¥12.91 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Water Utilities industry, which is down 5.0% 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 13New 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 2.0% 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.業績と収益の成長予測XSSC:600167 - 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12/31/20283,489886N/A1,568312/31/20273,367818N/A1,430312/31/20263,367821N/A1,36823/31/20263,1246011,1871,384N/A12/31/20253,2396861,0361,228N/A9/30/20253,3676941,0831,260N/A6/30/20253,4587069931,174N/A3/31/20253,4917131,1631,302N/A12/31/20243,5096591,1411,299N/A9/30/20243,5257141,1521,378N/A6/30/20243,5087421,3691,595N/A3/31/20243,4737341,3091,567N/A12/31/20233,4128591,2511,507N/A9/30/20233,3359671,1141,356N/A6/30/20233,3609381,1141,409N/A3/31/20233,3649641,0681,354N/A12/31/20223,4509451,1331,444N/A9/30/20223,5329471,6121,934N/A6/30/20223,5219771,6341,957N/A3/31/20223,5131,0151,4951,834N/A12/31/20213,4681,0461,3691,700N/A9/30/20213,4751,2561,2841,639N/A6/30/20213,4521,4181,0731,400N/A3/31/20213,5351,4898351,166N/A12/31/20203,5981,685571927N/A9/30/20203,8241,833431806N/A6/30/20203,7871,715528913N/A3/31/20203,7491,709564919N/A12/31/20193,3961,592N/A1,438N/A9/30/20193,2221,501N/A1,286N/A6/30/20193,1831,486N/A1,242N/A3/31/20193,1601,474N/A1,415N/A12/31/20183,0371,317N/A1,133N/A9/30/20183,1231,314N/A863N/A6/30/20183,0241,244N/A905N/A3/31/20182,9521,219N/A1,190N/A12/31/20172,7141,048N/A1,277N/A9/30/20172,257868N/A945N/A6/30/20172,243833N/A886N/A3/31/20172,242832N/A874N/A12/31/20162,044699N/A1,026N/A9/30/20161,883501N/A1,088N/A6/30/20161,874502N/A972N/A3/31/20162,267651N/A1,023N/A12/31/20151,763459N/A1,046N/A9/30/20151,290301N/A366N/A6/30/20151,204321N/A449N/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: 600167の予測収益成長率 (年間11.9% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 600167の収益 ( 11.9% ) CN市場 ( 27.2% ) よりも低い成長が予測されています。高成長収益: 600167の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 600167の収益 ( 3.6% ) CN市場 ( 16.2% ) よりも低い成長が予測されています。高い収益成長: 600167の収益 ( 3.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 600167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 ( 6.8 %)。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2026/05/24 00:37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。4 アナリスト機関Yigong TaoChina Galaxy Securities Co., Ltd.Weijia WangHuatai ResearchLu WangSWS Research Co., Ltd.1 その他のアナリストを表示
Board Change • May 20Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman of the Board Zhuangqiang Su is the most experienced director on the board, commencing their role in 2016. Independent Director Yongze Liu was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • 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
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
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
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 • 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
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 • 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.
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
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 released: EPS: CN¥0.38 (vs CN¥0.42 in FY 2022)Full 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 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.
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
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 released: EPS: CN¥0.42 (vs CN¥0.46 in FY 2021)Full 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 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 • May 02First quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.31 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.29 (down from CN¥0.31 in 1Q 2021). Revenue: CN¥1.74b (up 2.6% from 1Q 2021). Net income: CN¥670.5m (down 4.4% from 1Q 2021). Profit margin: 39% (down from 41% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 14% growth forecast for the industry in China. 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 11% per year.
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 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. 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 29Less 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.
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 26% from its price of CN¥13.85 on 28 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 • Dec 28New 90-day low: CN¥11.24The company is down 13% from its price of CN¥12.91 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Water Utilities industry, which is down 5.0% 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 13New 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 2.0% 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.