View ValuationSunny Optical Technology (Group) 将来の成長Future 基準チェック /26Sunny Optical Technology (Group)利益と収益がそれぞれ年間7.3%と9.1%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14.4% 7.1%なると予測されています。主要情報7.3%収益成長率7.14%EPS成長率Electronic 収益成長39.0%収益成長率9.1%将来の株主資本利益率14.41%アナリストカバレッジGood最終更新日07 May 2026今後の成長に関する最新情報お知らせ • Jan 29Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2025Sunny Optical Technology (Group) Company Limited provided group earnings guidance for the year ended 31 December 2025. For the period, the group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2025, amounting to approximately RMB 4,588.6 million to RMB 4,723.5 million, which represents an increase of approximately 70.0% to 75.0% as compared to that for the year ended 31 December 2024, being approximately RMB 2,699.2 million.お知らせ • Jan 30Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2023The board of directors of Sunny Optical Technology (Group) Company Limited informed the shareholders and potential investors of the Company that based on the information currently available to the Company and the preliminary review and analysis of the unaudited management accounts of the Group for the year ended 31 December 2023, which have not been audited or reviewed by the auditors of the Company and/or the audit committee of the Board, the Group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2023, amounting to approximately RMB 1,083.5 million to RMB 1,203.9 million, which represents a decrease by approximately 50% to 55% as compared to that for the year ended 31 December 2022, being approximately RMB 2,407.8 million.お知らせ • Jul 22Sunny Optical Technology (Group) Company Limited Provides Consolidated Earnings Guidance for the Six Months Ended 30 June 2023Sunny Optical Technology (Group) Company Limited provided consolidated earnings guidance for the six months ended 30 June 2023. The group is expected to record a profit attributable to owners of the Company for the six months ended 30 June 2023, amounting to approximately RMB 407.4 million to RMB 475.3 million, which represents a decrease by approximately 65% to 70% as compared to that for the six months ended 30 June 2022, being approximately RMB 1,357.9 million.お知らせ • Feb 13Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2022The board of directors of Sunny Optical Technology (Group) Company Limited informed the shareholders and potential investors of the Company that based on the information currently available to the Company and the preliminary review and analysis of the unaudited management accounts of the Group for the year ended 31 December 2022, which have not been audited or reviewed by the auditors of the Company and/or the audit committee of the Board, the Group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2022, amounting to approximately RMB 2,244.6 million to RMB 2,494.0 million, which represents a decrease by approximately 50% to 55% as compared to that for the year ended 31 December 2021, being approximately RMB 4,988.0 million. Based on the information available to the Company immediately preceding the publication of this announcement, the Board considers that such expected decrease was primarily attributable to: the factors such as the resurgence of the pandemic, chip shortage, Russian-Ukrainian conflict, inflation and the uncertainties in the global economy in the year of 2022, the smartphone market experienced weak demand and the smartphone camera showed a trend of de-specification, which resulted in the year-on-year decrease of the shipment volume of handset lens sets and handset camera modules of the Group, with increasing pressure on average selling prices and gross profit margins; and the depreciation of the Renminbi in the year of 2022, an unrealised foreign exchange loss amounting to approximately RMB 353.3 million was caused by the USD 600.0 million bonds issued by the Company on 23 January 2018, which was a non-cash item.お知らせ • Jul 15Sunny Optical Technology (Group) Company Limited Provides Earnings Guidance for the Six Months Ended 30 June 2022Sunny Optical Technology (Group) Company Limited provided earnings guidance for the six months ended 30 June 2022. For the period, the Group is expected to record a profit attributable to owners of the Company for the six months ended 30 June 2022, amounting to approximately RMB 1,344.0 million to RMB 1,478.4 million, which represents a decrease by approximately 45% to 50% compared to that for the six months ended 30 June 2021, being approximately RMB 2,688.0 million.すべての更新を表示Recent updatesお知らせ • Mar 31Sunny Optical Technology (Group) Company Limited announces Annual dividend, payable on June 26, 2026Sunny Optical Technology (Group) Company Limited announced Annual dividend of HKD 1.2060 per share payable on June 26, 2026, ex-date on June 05, 2026 and record date on June 08, 2026.お知らせ • Mar 30Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 27, 2026Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 27, 2026, at 10:00 China Standard Time. Location: united conference centre, 10/f., united centre, 95 queensway, Hong Kongお知らせ • Mar 05Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2025 Final Results on Mar 30, 2026Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2025 final results on Mar 30, 2026お知らせ • Jan 29Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2025Sunny Optical Technology (Group) Company Limited provided group earnings guidance for the year ended 31 December 2025. For the period, the group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2025, amounting to approximately RMB 4,588.6 million to RMB 4,723.5 million, which represents an increase of approximately 70.0% to 75.0% as compared to that for the year ended 31 December 2024, being approximately RMB 2,699.2 million.お知らせ • Aug 01Sunny Optical Technology (Group) Company Limited to Report Q2, 2025 Results on Aug 19, 2025Sunny Optical Technology (Group) Company Limited announced that they will report Q2, 2025 results on Aug 19, 2025お知らせ • Jun 24Sunny Optical Technology (Group) Company Limited Announces Board and Committee Changes, with Effect from 1 July 2025The board of directors of Sunny Optical Technology (Group) Company Limited hereby announced that Mr. Ni Wenjun () ("Mr. Ni") has been appointed as an executive Director and a member of each of the remuneration committee of the Board (the "Remuneration Committee ") and the strategy and development committee of the Board (the " Strategy and Development Committee") with effect from 1 July 2025. Mr. Ni, aged 56, has extensive experience in management in the manufacturing industry. Mr. Ni has been a chairman and a director of Ningbo Sunny Precision Industry Co. Ltd., a company established in the People's Republic of China (the "PRC") and the shares of which are listed on Beijing Stock Exchange in the PRC, since October 2019. Mr. Ni has also been a managing partner of Ningbo Wanshun Investment Management Partnership Enterprise (Limited Partnership) since July 2015, a chairman of Zhejiang Aimle Car Electric Technology Co. Ltd. since November 2021, and a chairman of Suzhou Zhongyao Technology Co. Ltd. since February 2022. Moreover, Mr. Ni developed his competence in business management from his prior working experience. He was a chairman of Hangzhou Shunli Optoelectronics Technology Co. Ltd. from February 2018 to February 2024, a director of Ningbo Shuncheng Intelligent Technology Co. Ltd. from October 2018 to July 2020, a chairman of Ningbo Herun Intelligent Optoelectronics Co. Ltd. from August 2021 to May 2022 and an executive director of Ningbo Sunny Precision Inspection Co. Ltd. from June 2023 to October 2024. Mr. Ni obtained a master's degree in Business Administration for Senior Management Personnel from Xiamen University, the PRC in June 2017 and a qualification certificate of senior economist issued by the government of Ningbo, the PRC in October 2004. Mr. Ni is the nephew of Mr. Wang Wenjian, a non-executive Director and the cousin of Mr. Wang Tan Jiong, a non-executive Director. Mr. Feng Hua Jun ("Mr. Feng ") tendered his resignation as a member of the Remuneration Committee with effect from 1 July 2025. Mr. Feng remains an independent non-executive Director and a member of each of the audit committee of the Board, the nomination committee of the Board and the Strategy and Development Committee.お知らせ • Mar 25Sunny Optical Technology (Group) Company Limited announces Annual dividend, payable on June 27, 2025Sunny Optical Technology (Group) Company Limited announced Annual dividend of HKD 0.5320 per share payable on June 27, 2025, ex-date on June 05, 2025 and record date on June 06, 2025.お知らせ • Mar 24Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 27, 2025Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 27, 2025.お知らせ • Feb 28Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2024 Results on Mar 24, 2025Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2024 results at 4:00 PM, China Standard Time on Mar 24, 2025お知らせ • Dec 31Sunny Optical Technology (Group) Company Limited Announces Director and Committee changesThe board of directors of Sunny Optical Technology (Group) Company Limited announced that Mr. Shao Yang Dong has tendered his resignation to the Company in respect of his position as an independent non-executive Director, and ceased to be the chairman of the remuneration committee of the Board (the "Remuneration Committee") and a member of each of the audit committee of the Board and nomination committee of the Board with effect from 1 January 2025 due to personal reasons. The Board hereby announced that Mr. Chen Gang has been appointed as an independent non-executive Director, a chairman of the Remuneration Committee and a member of each of the Audit Committee and Nomination Committee with effect from 1 January 2025. Mr. Chen, aged 43, has been a managing director of Yuantai Investment Partners Management, LLC since May 2016, and is responsible for the fund's investment and management. Mr. Chen was the deputy director of strategic management department of Vipshop (China) Co. Ltd. from January 2015 to May 2016, and an integration process director of Anheuser-Busch InBev (China) Co. Ltd. from January 2014 to January 2015. Mr. Chen worked at Boston Consulting (Shanghai) Co. Ltd. in which his last position was a project leader, and he was responsible for leading and executing various strategic management projects from August 2006 to December 2013. Mr. Chen graduated from the department of automation of Tsinghua University in the People's Republic of China with a bachelor's degree of engineering in July 2004 and a master's degree of engineering in July 2006. Mr. Chen also obtained a Master of Business Administration from Leland Stanford Junior University in the United States of America in June 2011.お知らせ • Nov 26+ 1 more updateSunny Optical Technology (Group) Company Limited Announces Chief Executive Officer Changes, Effective 26 November 2024The board of directors of Sunny Optical Technology (Group) Company Limited announced that Mr. Sun Yang has resigned as Chief Executive Officer of the Company with effect from 26 November 2024 due to health reasons and for the future development of the Group. Upon his resignation, Mr. Sun will no longer hold any position in the Group. Mr. Sun has confirmed that he has no disagreement with the Board and there is no matter relating to his resignation that needs to be brought to the attention of the shareholders of the Company or The Stock Exchange of Hong Kong Limited. The Board announced that Mr. Wang Wenjie, an executive Director has been appointed to act as the CEO and the Authorised Representative with effect from 26 November 2024 in place of Mr. Sun. Mr. Wang Wenjie, aged 57, currently is an executive Director and executive vice president of the Company. He is responsible for the strategic planning and information management of the Group, as well as the management of Sunny Optical (Zhejiang) Research Institute Co. Ltd. Mr. Wang graduated from the Department of Optical Instrumentation Engineering (currently known as College of Optical Science and Engineering) of Zhejiang University in the People's Republic of China with a bachelor's degree in engineering in 1989 and joined the Group after his graduation. Mr. Wang has been awarded a qualification of chief senior economist issued by Zhejiang Province Human Resources and Social Security Department in December 2022. Mr. Wang was the general manager of Ningbo Sunny Opotech Co. Ltd. from 2005 to 2013 and he has been an executive Director since December 2013. Mr. Wang was elected as the vice chairman of the Chinese Optical Society in 2017, responsible for advancing the development of optical industry in China. Mr. Wang has senior professional knowledge and experience in optical industry, as well as extensive experience in financial management, company operations, capital markets, risk management and strategic planning. Mr. Wang has entered into a service agreement with the Company. His term of office shall be subject to retirement by rotation and re-election at least once every three years and in accordance with the memorandum and articles of association of the Company.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €6.57, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Electronic industry in Germany. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.39 per share.お知らせ • Sep 30Sunny Optical Technology (Group) Company Limited Appoints Wang Tan Jiong as Non-Executive Director and Member of Nomination Committee and Strategy and Development Committee, Effective 1 October 2024The board of directors of Sunny Optical Technology (Group) Company Limited announced that Mr. Wang Tan Jiong (Mr. Wang) has been appointed as a non-executive Director and a member of each of nomination committee and strategy and development committee of the Board with effect from 1 October 2024. Mr. Wang, aged 48, joined the Group in September 1996, and he mainly engaged in the marketing of instruments business and was responsible for developing overseas business. From September 2007, he worked as general manager's assistant at Ningbo Sunny Electronic Limited and he was responsible for formulating company strategies, expanding business, and managing operations until April 2009. Mr. Wang has been focusing on overseas investment activities, including private and public capital markets, as well as other investments since May 2009. Mr. Wang studied Foreign Trade in English at Ningbo University in the People's Republic of China from 1994 to 1996. Mr. Wang is the son of Mr. Wang Wenjian, non-executive Director. The Board is of the view that the said appointment shall further leverage and reinforce the role of controlling shareholders on the Board. The Board also announced that Mr. Wang has also been appointed as a member of each of nomination committee and strategy and development committee of the Board with effect from 1 October 2024.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €6.25, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.44 per share.Buy Or Sell Opportunity • Sep 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €5.12. The fair value is estimated to be €6.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 55%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Buy Or Sell Opportunity • Aug 23Now 23% undervaluedOver the last 90 days, the stock has risen 9.3% to €5.40. The fair value is estimated to be €7.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 55%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Reported Earnings • Aug 21First half 2024 earnings released: EPS: CN¥0.99 (vs CN¥0.40 in 1H 2023)First half 2024 results: EPS: CN¥0.99 (up from CN¥0.40 in 1H 2023). Revenue: CN¥18.9b (up 32% from 1H 2023). Net income: CN¥1.08b (up 147% from 1H 2023). Profit margin: 5.7% (up from 3.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings.お知らせ • Jul 29Sunny Optical Technology (Group) Company Limited to Report First Half, 2024 Results on Aug 20, 2024Sunny Optical Technology (Group) Company Limited announced that they will report first half, 2024 results on Aug 20, 2024Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.79, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Electronic industry in Germany. Total loss to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.70 per share.Upcoming Dividend • May 23Upcoming dividend of HK$0.22 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €4.85, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Electronic industry in Germany. Total loss to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.57 per share.お知らせ • Apr 23Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 24, 2024Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 24, 2024, at 09:30 China Standard Time. Location: United Conference Centre, 10/F., United Centre Queensway Hong Kong Agenda: To receive and consider approval of the audited consolidated accounts and the reports of the Directors of the Company and the auditors of the Company for the year ended 31 December 2023; to declare a final dividend for the year ended 31 December 2023; to re-appoint Deloitte Touche Tohmatsu as the Company's external auditors and to authorise the Board to fix their remuneration; and to consider other matters.Reported Earnings • Apr 22Full year 2023 earnings released: EPS: CN¥1.01 (vs CN¥2.20 in FY 2022)Full year 2023 results: EPS: CN¥1.01 (down from CN¥2.20 in FY 2022). Revenue: CN¥31.7b (down 4.6% from FY 2022). Net income: CN¥1.10b (down 54% from FY 2022). Profit margin: 3.5% (down from 7.3% in FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.05, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Electronic industry in Germany. Total loss to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.65 per share.Buy Or Sell Opportunity • Mar 28Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 44% to €4.55. The fair value is estimated to be €5.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €4.88, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Electronic industry in Germany. Total loss to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.29 per share.Declared Dividend • Mar 22Dividend of HK$0.22 announcedShareholders will receive a dividend of HK$0.22. Ex-date: 30th May 2024 Payment date: 28th June 2024 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 6%.お知らせ • Mar 21Sunny Optical Technology (Group) Company Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on 28 June 2024Sunny Optical Technology (Group) Company Limited proposed final dividend of HKD 0.219 per share for the year ended December 31, 2023. Date of shareholders' approval is 24 May 2024, Ex-dividend date is 30 May 2024, Record date is 03 June 2024 and Payment date is 28 June 2024.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: CN¥1.01 (vs CN¥2.20 in FY 2022)Full year 2023 results: EPS: CN¥1.01 (down from CN¥2.20 in FY 2022). Revenue: CN¥31.7b (down 4.6% from FY 2022). Net income: CN¥1.10b (down 54% from FY 2022). Profit margin: 3.5% (down from 7.3% in FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.お知らせ • Feb 28Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2023 Results on Mar 20, 2024Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2023 results on Mar 20, 2024Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €5.63, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 12x in the Electronic industry in Germany. Total loss to shareholders of 76% over the past three years.お知らせ • Jan 30Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2023The board of directors of Sunny Optical Technology (Group) Company Limited informed the shareholders and potential investors of the Company that based on the information currently available to the Company and the preliminary review and analysis of the unaudited management accounts of the Group for the year ended 31 December 2023, which have not been audited or reviewed by the auditors of the Company and/or the audit committee of the Board, the Group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2023, amounting to approximately RMB 1,083.5 million to RMB 1,203.9 million, which represents a decrease by approximately 50% to 55% as compared to that for the year ended 31 December 2022, being approximately RMB 2,407.8 million.お知らせ • Dec 28Sunny Optical Technology (Group) Company Limited Announces Resignation of Zhang Yuqing as Independent Non-Executive Director, the Chairman of the Audit Committee of the Board and A Member of the Remuneration Committee, Effective 1 January 2024The board (the "Board") of directors of Sunny Optical Technology (Group) Company Limited announces that Mr. Zhang Yuqing ("Mr. Zhang") has tendered his resignation to the Company in respect of his positions as the independent non-executive Director, the chairman of the audit committee of the Board and a member of the remuneration committee of the Board with effect from 1 January 2024 in order to devote more time to his personal affairs.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.52, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 11x in the Electronic industry in Germany. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.83 per share.お知らせ • Nov 01Sunny Optical Technology (Group) Company Limited announced that it has received CNY 4.5 billion in funding from Sunny Zhejiang Optics, Qinhuangdao Boguan Technology Co., Ltd., Jiangsu Yuyue Medical Equipment & Supply Co., Ltd., Ant Group Co., Ltd., Transfar Zhilian Co., Ltd.Sunny Optical Technology (Group) Company Limited closed the transaction on October 31, 2023.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €7.14, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Electronic industry in Germany. Total loss to shareholders of 47% over the past three years.お知らせ • Sep 29Sunny Optical Technology (Group) Company Limited announced that it expects to receive CNY 4.5 billion in funding from Sunny Zhejiang Optics, Qinhuangdao Boguan Technology Co., Ltd., Jiangsu Yuyue Medical Equipment & Supply Co., Ltd., Ant Group Co., Ltd., Transfar Zhilian Co., Ltd.Sunny Optical Technology (Group) Company Limited announced that it has entered into the share subscription agreement to issue common shares for the gross proceeds of CNY 4,500,000,000 on September 28, 2023. The transaction will include participation from returning investor Sunny Zhejiang Optics for CNY 270,000,000 and other existing investors Qinhuangdao Boguan Technology Co., Ltd., Jiangsu Yuyue Medical Equipment & Supply Co., Ltd., Ant Group Co., Ltd., Transfar Zhilian Co., Ltd., Hangzhou Jintou and Chongqing Yufu for CNY 4,230,000,000. Upon completion of the capital increase contemplated under the share subscription agreement, Sunny Zhejiang Optics will hold 6% equity interests in the company as enlarged by the capital increase and will become the third largest equity owner of the company.Reported Earnings • Sep 11First half 2023 earnings released: EPS: CN¥0.40 (vs CN¥1.24 in 1H 2022)First half 2023 results: EPS: CN¥0.40 (down from CN¥1.24 in 1H 2022). Revenue: CN¥14.3b (down 16% from 1H 2022). Net income: CN¥436.7m (down 68% from 1H 2022). Profit margin: 3.1% (down from 8.0% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 23First half 2023 earnings released: EPS: CN¥0.40 (vs CN¥1.24 in 1H 2022)First half 2023 results: EPS: CN¥0.40 (down from CN¥1.24 in 1H 2022). Revenue: CN¥14.3b (down 16% from 1H 2022). Net income: CN¥436.7m (down 68% from 1H 2022). Profit margin: 3.1% (down from 8.0% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Aug 03Sunny Optical Technology (Group) Company Limited to Report First Half, 2023 Results on Aug 22, 2023Sunny Optical Technology (Group) Company Limited announced that they will report first half, 2023 results on Aug 22, 2023お知らせ • Jul 22Sunny Optical Technology (Group) Company Limited Provides Consolidated Earnings Guidance for the Six Months Ended 30 June 2023Sunny Optical Technology (Group) Company Limited provided consolidated earnings guidance for the six months ended 30 June 2023. The group is expected to record a profit attributable to owners of the Company for the six months ended 30 June 2023, amounting to approximately RMB 407.4 million to RMB 475.3 million, which represents a decrease by approximately 65% to 70% as compared to that for the six months ended 30 June 2022, being approximately RMB 1,357.9 million.New Risk • Jul 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (7.3% net profit margin).Valuation Update With 7 Day Price Move • Jul 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €7.70, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Electronic industry in Germany. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.72 per share.Upcoming Dividend • May 23Upcoming dividend of HK$0.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 28 June 2023. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.4%).Buying Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €12.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 9.1%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Reported Earnings • Mar 21Full year 2022 earnings released: EPS: CN¥2.20 (vs CN¥4.57 in FY 2021)Full year 2022 results: EPS: CN¥2.20 (down from CN¥4.57 in FY 2021). Revenue: CN¥33.2b (down 12% from FY 2021). Net income: CN¥2.41b (down 52% from FY 2021). Profit margin: 7.3% (down from 13% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. 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 5% per year.お知らせ • Feb 13Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2022The board of directors of Sunny Optical Technology (Group) Company Limited informed the shareholders and potential investors of the Company that based on the information currently available to the Company and the preliminary review and analysis of the unaudited management accounts of the Group for the year ended 31 December 2022, which have not been audited or reviewed by the auditors of the Company and/or the audit committee of the Board, the Group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2022, amounting to approximately RMB 2,244.6 million to RMB 2,494.0 million, which represents a decrease by approximately 50% to 55% as compared to that for the year ended 31 December 2021, being approximately RMB 4,988.0 million. Based on the information available to the Company immediately preceding the publication of this announcement, the Board considers that such expected decrease was primarily attributable to: the factors such as the resurgence of the pandemic, chip shortage, Russian-Ukrainian conflict, inflation and the uncertainties in the global economy in the year of 2022, the smartphone market experienced weak demand and the smartphone camera showed a trend of de-specification, which resulted in the year-on-year decrease of the shipment volume of handset lens sets and handset camera modules of the Group, with increasing pressure on average selling prices and gross profit margins; and the depreciation of the Renminbi in the year of 2022, an unrealised foreign exchange loss amounting to approximately RMB 353.3 million was caused by the USD 600.0 million bonds issued by the Company on 23 January 2018, which was a non-cash item.お知らせ • Jan 12Sunny Optical Technology (Group) Company Limited announced that it has received funding from Sunny Zhejiang OpticsOn January 11, 2023, Sunny Optical Technology (Group) Company Limited closed the transaction.お知らせ • Jan 04Sunny Optical Technology (Group) Company Limited Appoints Jia Lina to Board and CommitteesThe board of directors of Sunny Optical Technology (Group) Company Limited announced that Ms. Jia Lina (‘ Ms. Jia ‘) has been appointed as an independent non-executive Director and a member of both audit committee, remuneration committee, nomination committee of the Board with effect from 1 January 2023. Ms. Jia, aged 55, has been working as a managing partner and director of Jonten Certified Public Accountants (Limited Liability Partnership) (Jiangsu branch) since December 2017. Ms. Jia has been an independent non-executive director of Morgan Stanley Huaxin Fund Management Co. Ltd. since February 2016. Ms. Jia obtained a bachelor's degree in economic trade in July 1989, a postgraduate diploma from the department of trade economics and department of business economics in July 1992 and a master's degree in economics from Dongbei University of Finance and Economics in October 1992. Ms. Jia was qualified as an accountant from the Chinese Institute of Certified Public Accountants in December 1996. Ms. Jia was awarded a Jiangsu province advanced professional and technical qualification certificate issued by the Office of Human Resources and Social Security of Jiangsu province in June 2020. Changes in compositions of the audit committee, the nomination committee and the remuneration committee: The Board also hereby announced that Ms. Jia has also been appointed as a member of the audit committee, the nomination committee, and the remuneration committee of the Board with effect from 1 January 2023.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to €11.92, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 20x in the Electronic industry in Germany. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.56 per share.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. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Yang Dong Shao was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to €10.15, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Germany. Total loss to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €10.38, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 19% over the past three years.Reported Earnings • Aug 16First half 2022 earnings released: EPS: CN¥1.24 (vs CN¥2.46 in 1H 2021)First half 2022 results: EPS: CN¥1.24 (down from CN¥2.46 in 1H 2021). Revenue: CN¥17.0b (down 14% from 1H 2021). Net income: CN¥1.36b (down 50% from 1H 2021). Profit margin: 8.0% (down from 14% in 1H 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.お知らせ • Jul 29Sunny Optical Technology (Group) Company Limited to Report First Half, 2022 Results on Aug 15, 2022Sunny Optical Technology (Group) Company Limited announced that they will report first half, 2022 results on Aug 15, 2022お知らせ • Jul 15Sunny Optical Technology (Group) Company Limited Provides Earnings Guidance for the Six Months Ended 30 June 2022Sunny Optical Technology (Group) Company Limited provided earnings guidance for the six months ended 30 June 2022. For the period, the Group is expected to record a profit attributable to owners of the Company for the six months ended 30 June 2022, amounting to approximately RMB 1,344.0 million to RMB 1,478.4 million, which represents a decrease by approximately 45% to 50% compared to that for the six months ended 30 June 2021, being approximately RMB 2,688.0 million.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to €15.93, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in Germany. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.19 per share.Upcoming Dividend • May 20Upcoming dividend of HK$1.12 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (1.1%).Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to €13.53, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 79% over the past three years.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. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Yang Dong Shao was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 23Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 24, 2022Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 24, 2022, at 10:30 China Standard Time. Location: United Conference Centre, 10/F., United Centre, 95 Queensway Admiralty Hong Kong Agenda: To receive and consider approval of the audited consolidated accounts and the reports of the Directors of the Company and the auditors of the Company for the year ended 31 December 2021; to declare a final dividend; to consider board changes; to re-appoint Deloitte Touche Tohmatsu as the Company's external auditors and to authorise the Board to fix their remuneration; and to consider other matters.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €12.27, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €15.58, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.68 per share.お知らせ • Mar 06Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2021 Results on Mar 22, 2022Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2021 results on Mar 22, 2022Buying Opportunity • Mar 03Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be CN¥24.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.Buying Opportunity • Jan 22Now 20% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be CN¥29.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.Reported Earnings • Aug 18First half 2021 earnings released: EPS CN¥2.46 (vs CN¥1.60 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CN¥19.8b (up 5.1% from 1H 2020). Net income: CN¥2.69b (up 54% from 1H 2020). Profit margin: 14% (up from 9.3% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 31% per year.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥24.26, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.76 per share.Upcoming Dividend • May 21Upcoming dividend of HK$1.06 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 24 June 2021. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.8%).Reported Earnings • Apr 15Full year 2020 earnings released: EPS CN¥4.46 (vs CN¥3.65 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: CN¥38.0b (flat on FY 2019). Net income: CN¥4.87b (up 22% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 18Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: CN¥38.0b (flat on FY 2019). Net income: CN¥4.87b (up 22% from FY 2019). Profit margin: 13% (up from 11% in FY 2019).お知らせ • Mar 18Sunny Optical Technology (Group) Company Limited Proposes Final Dividend for the Year Ended December 31, 2020, Payable on June 24, 2021For the year ended 31 December 2020, the Board of Sunny Optical Technology (Group) Company Limited proposed a dividend of approximately RMB 0.888 (equivalent to HKD 1.057) per share, with payout ratio of approximately 20.0% of the profit for the year attributable to owners of the Company. The final dividends payable on 24 June 2021 is subject to the approval of the shareholders of the Company at the forthcoming AGM to be held on 25 May 2021.お知らせ • Mar 03Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2020 Results on Mar 17, 2021Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2020 results on Mar 17, 2021Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥20.40, the stock is trading at a trailing P/E ratio of 43.2x, down from the previous P/E ratio of 51.1x. This compares to an average P/E of 33x in the Electronic industry in Germany. Total returns to shareholders over the past three years are 54%.Is New 90 Day High Low • Feb 18New 90-day high: €25.54The company is up 51% from its price of €16.92 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.83 per share.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥24.35, the stock is trading at a trailing P/E ratio of 46.9x, up from the previous P/E ratio of 40.1x. This compares to an average P/E of 29x in the Electronic industry in Germany. Total returns to shareholders over the past three years are 117%.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥21.20, the stock is trading at a trailing P/E ratio of 42.2x, up from the previous P/E ratio of 36.2x. This compares to an average P/E of 31x in the Electronic industry in Germany. Total returns to shareholders over the past three years are 97%.Recent Insider Transactions • Jan 09Founder & Honorary Chairman recently sold €3.9m worth of stockOn the 6th of January, Wenjian Wang sold around 200k shares on-market at roughly €19.43 per share. In the last 3 months, they made an even bigger sale worth €4.9m. Wenjian has been a seller over the last 12 months, reducing personal holdings by €8.8m.Is New 90 Day High Low • Jan 05New 90-day high: €18.20The company is up 34% from its price of €13.62 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.58 per share.Recent Insider Transactions • Nov 12Founder & Honorary Chairman recently sold €4.9m worth of stockOn the 10th of November, Wenjian Wang sold around 300k shares on-market at roughly €16.22 per share. This was the largest sale by an insider in the last 3 months. This was Wenjian's only on-market trade for the last 12 months.Is New 90 Day High Low • Nov 10New 90-day high: €17.50The company is up 12% from its price of €15.66 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.07 per share.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 22% share price gain to CN¥17.50, the stock is trading at a trailing P/E ratio of 34.5x, up from the previous P/E ratio of 28.2x. This compares to an average P/E of 30x in the Electronic industry in Germany. Total returns to shareholders over the past three years are 7.8%.業績と収益の成長予測DB:SXC - 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12/31/202858,0335,7834,6189,1171212/31/202751,0514,6824,6767,0412112/31/202646,1484,0294,0126,5662312/31/202543,2294,6393,1496,079N/A9/30/202541,1583,9532,0994,912N/A6/30/202539,0863,2661,0493,744N/A3/31/202538,6902,9831,1223,600N/A12/31/202438,2942,6991,1953,455N/A9/30/202437,2792,2201,1853,567N/A6/30/202436,2631,7421,1743,679N/A3/31/202433,9721,4216763,172N/A12/31/202331,6811,0991772,664N/A9/30/202331,0931,2932,1294,762N/A6/30/202330,5041,4874,0816,860N/A3/31/202331,8501,9474,1727,119N/A12/31/202233,1972,4084,2647,377N/A9/30/202233,9163,0333,7636,766N/A6/30/202234,6353,6583,2626,154N/A3/31/202236,0664,3233,8266,567N/A12/31/202137,4974,9884,3906,979N/A9/30/202138,2345,3994,8457,265N/A6/30/202138,9715,8115,3017,552N/A3/31/202138,4875,3414,8727,356N/A12/31/202038,0024,8724,4437,160N/A9/30/202039,5704,5903,2386,334N/A6/30/202041,1384,3092,0325,507N/A3/31/202039,4934,1501,7785,084N/A12/31/201937,8493,9911,5254,662N/A9/30/201933,6903,367N/A4,394N/A6/30/201929,5302,742N/A4,127N/A3/31/201927,7312,617N/A3,847N/A12/31/201825,9322,491N/A3,568N/A9/30/201825,1212,706N/A3,013N/A6/30/201824,3112,922N/A2,457N/A3/31/201823,3392,912N/A2,447N/A12/31/201722,3662,902N/A2,436N/A9/30/201720,5502,433N/A2,120N/A6/30/201718,7341,965N/A1,804N/A3/31/201716,6731,618N/A1,710N/A12/31/201614,6121,271N/A1,616N/A9/30/201613,2831,095N/A1,373N/A6/30/201611,955919N/A1,131N/A3/31/201611,325840N/A1,416N/A12/31/201510,696762N/A1,701N/A9/30/20159,969689N/A1,529N/A6/30/20159,242617N/A1,357N/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: SXCの予測収益成長率 (年間7.3% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: SXCの収益 ( 7.3% ) German市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: SXC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: SXCの収益 ( 9.1% ) German市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: SXCの収益 ( 9.1% ) 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: SXC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 ( 14.4 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/07 16:26終値2026/05/07 00:00収益2025/12/31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Sunny Optical Technology (Group) Company Limited 23 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。48 アナリスト機関Hsin-Shan GaiBarclaysHanxu WangBernsteinKexin ZhuBofA Global Research45 その他のアナリストを表示
お知らせ • Jan 29Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2025Sunny Optical Technology (Group) Company Limited provided group earnings guidance for the year ended 31 December 2025. For the period, the group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2025, amounting to approximately RMB 4,588.6 million to RMB 4,723.5 million, which represents an increase of approximately 70.0% to 75.0% as compared to that for the year ended 31 December 2024, being approximately RMB 2,699.2 million.
お知らせ • Jan 30Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2023The board of directors of Sunny Optical Technology (Group) Company Limited informed the shareholders and potential investors of the Company that based on the information currently available to the Company and the preliminary review and analysis of the unaudited management accounts of the Group for the year ended 31 December 2023, which have not been audited or reviewed by the auditors of the Company and/or the audit committee of the Board, the Group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2023, amounting to approximately RMB 1,083.5 million to RMB 1,203.9 million, which represents a decrease by approximately 50% to 55% as compared to that for the year ended 31 December 2022, being approximately RMB 2,407.8 million.
お知らせ • Jul 22Sunny Optical Technology (Group) Company Limited Provides Consolidated Earnings Guidance for the Six Months Ended 30 June 2023Sunny Optical Technology (Group) Company Limited provided consolidated earnings guidance for the six months ended 30 June 2023. The group is expected to record a profit attributable to owners of the Company for the six months ended 30 June 2023, amounting to approximately RMB 407.4 million to RMB 475.3 million, which represents a decrease by approximately 65% to 70% as compared to that for the six months ended 30 June 2022, being approximately RMB 1,357.9 million.
お知らせ • Feb 13Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2022The board of directors of Sunny Optical Technology (Group) Company Limited informed the shareholders and potential investors of the Company that based on the information currently available to the Company and the preliminary review and analysis of the unaudited management accounts of the Group for the year ended 31 December 2022, which have not been audited or reviewed by the auditors of the Company and/or the audit committee of the Board, the Group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2022, amounting to approximately RMB 2,244.6 million to RMB 2,494.0 million, which represents a decrease by approximately 50% to 55% as compared to that for the year ended 31 December 2021, being approximately RMB 4,988.0 million. Based on the information available to the Company immediately preceding the publication of this announcement, the Board considers that such expected decrease was primarily attributable to: the factors such as the resurgence of the pandemic, chip shortage, Russian-Ukrainian conflict, inflation and the uncertainties in the global economy in the year of 2022, the smartphone market experienced weak demand and the smartphone camera showed a trend of de-specification, which resulted in the year-on-year decrease of the shipment volume of handset lens sets and handset camera modules of the Group, with increasing pressure on average selling prices and gross profit margins; and the depreciation of the Renminbi in the year of 2022, an unrealised foreign exchange loss amounting to approximately RMB 353.3 million was caused by the USD 600.0 million bonds issued by the Company on 23 January 2018, which was a non-cash item.
お知らせ • Jul 15Sunny Optical Technology (Group) Company Limited Provides Earnings Guidance for the Six Months Ended 30 June 2022Sunny Optical Technology (Group) Company Limited provided earnings guidance for the six months ended 30 June 2022. For the period, the Group is expected to record a profit attributable to owners of the Company for the six months ended 30 June 2022, amounting to approximately RMB 1,344.0 million to RMB 1,478.4 million, which represents a decrease by approximately 45% to 50% compared to that for the six months ended 30 June 2021, being approximately RMB 2,688.0 million.
お知らせ • Mar 31Sunny Optical Technology (Group) Company Limited announces Annual dividend, payable on June 26, 2026Sunny Optical Technology (Group) Company Limited announced Annual dividend of HKD 1.2060 per share payable on June 26, 2026, ex-date on June 05, 2026 and record date on June 08, 2026.
お知らせ • Mar 30Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 27, 2026Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 27, 2026, at 10:00 China Standard Time. Location: united conference centre, 10/f., united centre, 95 queensway, Hong Kong
お知らせ • Mar 05Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2025 Final Results on Mar 30, 2026Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2025 final results on Mar 30, 2026
お知らせ • Jan 29Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2025Sunny Optical Technology (Group) Company Limited provided group earnings guidance for the year ended 31 December 2025. For the period, the group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2025, amounting to approximately RMB 4,588.6 million to RMB 4,723.5 million, which represents an increase of approximately 70.0% to 75.0% as compared to that for the year ended 31 December 2024, being approximately RMB 2,699.2 million.
お知らせ • Aug 01Sunny Optical Technology (Group) Company Limited to Report Q2, 2025 Results on Aug 19, 2025Sunny Optical Technology (Group) Company Limited announced that they will report Q2, 2025 results on Aug 19, 2025
お知らせ • Jun 24Sunny Optical Technology (Group) Company Limited Announces Board and Committee Changes, with Effect from 1 July 2025The board of directors of Sunny Optical Technology (Group) Company Limited hereby announced that Mr. Ni Wenjun () ("Mr. Ni") has been appointed as an executive Director and a member of each of the remuneration committee of the Board (the "Remuneration Committee ") and the strategy and development committee of the Board (the " Strategy and Development Committee") with effect from 1 July 2025. Mr. Ni, aged 56, has extensive experience in management in the manufacturing industry. Mr. Ni has been a chairman and a director of Ningbo Sunny Precision Industry Co. Ltd., a company established in the People's Republic of China (the "PRC") and the shares of which are listed on Beijing Stock Exchange in the PRC, since October 2019. Mr. Ni has also been a managing partner of Ningbo Wanshun Investment Management Partnership Enterprise (Limited Partnership) since July 2015, a chairman of Zhejiang Aimle Car Electric Technology Co. Ltd. since November 2021, and a chairman of Suzhou Zhongyao Technology Co. Ltd. since February 2022. Moreover, Mr. Ni developed his competence in business management from his prior working experience. He was a chairman of Hangzhou Shunli Optoelectronics Technology Co. Ltd. from February 2018 to February 2024, a director of Ningbo Shuncheng Intelligent Technology Co. Ltd. from October 2018 to July 2020, a chairman of Ningbo Herun Intelligent Optoelectronics Co. Ltd. from August 2021 to May 2022 and an executive director of Ningbo Sunny Precision Inspection Co. Ltd. from June 2023 to October 2024. Mr. Ni obtained a master's degree in Business Administration for Senior Management Personnel from Xiamen University, the PRC in June 2017 and a qualification certificate of senior economist issued by the government of Ningbo, the PRC in October 2004. Mr. Ni is the nephew of Mr. Wang Wenjian, a non-executive Director and the cousin of Mr. Wang Tan Jiong, a non-executive Director. Mr. Feng Hua Jun ("Mr. Feng ") tendered his resignation as a member of the Remuneration Committee with effect from 1 July 2025. Mr. Feng remains an independent non-executive Director and a member of each of the audit committee of the Board, the nomination committee of the Board and the Strategy and Development Committee.
お知らせ • Mar 25Sunny Optical Technology (Group) Company Limited announces Annual dividend, payable on June 27, 2025Sunny Optical Technology (Group) Company Limited announced Annual dividend of HKD 0.5320 per share payable on June 27, 2025, ex-date on June 05, 2025 and record date on June 06, 2025.
お知らせ • Mar 24Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 27, 2025Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 27, 2025.
お知らせ • Feb 28Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2024 Results on Mar 24, 2025Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2024 results at 4:00 PM, China Standard Time on Mar 24, 2025
お知らせ • Dec 31Sunny Optical Technology (Group) Company Limited Announces Director and Committee changesThe board of directors of Sunny Optical Technology (Group) Company Limited announced that Mr. Shao Yang Dong has tendered his resignation to the Company in respect of his position as an independent non-executive Director, and ceased to be the chairman of the remuneration committee of the Board (the "Remuneration Committee") and a member of each of the audit committee of the Board and nomination committee of the Board with effect from 1 January 2025 due to personal reasons. The Board hereby announced that Mr. Chen Gang has been appointed as an independent non-executive Director, a chairman of the Remuneration Committee and a member of each of the Audit Committee and Nomination Committee with effect from 1 January 2025. Mr. Chen, aged 43, has been a managing director of Yuantai Investment Partners Management, LLC since May 2016, and is responsible for the fund's investment and management. Mr. Chen was the deputy director of strategic management department of Vipshop (China) Co. Ltd. from January 2015 to May 2016, and an integration process director of Anheuser-Busch InBev (China) Co. Ltd. from January 2014 to January 2015. Mr. Chen worked at Boston Consulting (Shanghai) Co. Ltd. in which his last position was a project leader, and he was responsible for leading and executing various strategic management projects from August 2006 to December 2013. Mr. Chen graduated from the department of automation of Tsinghua University in the People's Republic of China with a bachelor's degree of engineering in July 2004 and a master's degree of engineering in July 2006. Mr. Chen also obtained a Master of Business Administration from Leland Stanford Junior University in the United States of America in June 2011.
お知らせ • Nov 26+ 1 more updateSunny Optical Technology (Group) Company Limited Announces Chief Executive Officer Changes, Effective 26 November 2024The board of directors of Sunny Optical Technology (Group) Company Limited announced that Mr. Sun Yang has resigned as Chief Executive Officer of the Company with effect from 26 November 2024 due to health reasons and for the future development of the Group. Upon his resignation, Mr. Sun will no longer hold any position in the Group. Mr. Sun has confirmed that he has no disagreement with the Board and there is no matter relating to his resignation that needs to be brought to the attention of the shareholders of the Company or The Stock Exchange of Hong Kong Limited. The Board announced that Mr. Wang Wenjie, an executive Director has been appointed to act as the CEO and the Authorised Representative with effect from 26 November 2024 in place of Mr. Sun. Mr. Wang Wenjie, aged 57, currently is an executive Director and executive vice president of the Company. He is responsible for the strategic planning and information management of the Group, as well as the management of Sunny Optical (Zhejiang) Research Institute Co. Ltd. Mr. Wang graduated from the Department of Optical Instrumentation Engineering (currently known as College of Optical Science and Engineering) of Zhejiang University in the People's Republic of China with a bachelor's degree in engineering in 1989 and joined the Group after his graduation. Mr. Wang has been awarded a qualification of chief senior economist issued by Zhejiang Province Human Resources and Social Security Department in December 2022. Mr. Wang was the general manager of Ningbo Sunny Opotech Co. Ltd. from 2005 to 2013 and he has been an executive Director since December 2013. Mr. Wang was elected as the vice chairman of the Chinese Optical Society in 2017, responsible for advancing the development of optical industry in China. Mr. Wang has senior professional knowledge and experience in optical industry, as well as extensive experience in financial management, company operations, capital markets, risk management and strategic planning. Mr. Wang has entered into a service agreement with the Company. His term of office shall be subject to retirement by rotation and re-election at least once every three years and in accordance with the memorandum and articles of association of the Company.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €6.57, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Electronic industry in Germany. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.39 per share.
お知らせ • Sep 30Sunny Optical Technology (Group) Company Limited Appoints Wang Tan Jiong as Non-Executive Director and Member of Nomination Committee and Strategy and Development Committee, Effective 1 October 2024The board of directors of Sunny Optical Technology (Group) Company Limited announced that Mr. Wang Tan Jiong (Mr. Wang) has been appointed as a non-executive Director and a member of each of nomination committee and strategy and development committee of the Board with effect from 1 October 2024. Mr. Wang, aged 48, joined the Group in September 1996, and he mainly engaged in the marketing of instruments business and was responsible for developing overseas business. From September 2007, he worked as general manager's assistant at Ningbo Sunny Electronic Limited and he was responsible for formulating company strategies, expanding business, and managing operations until April 2009. Mr. Wang has been focusing on overseas investment activities, including private and public capital markets, as well as other investments since May 2009. Mr. Wang studied Foreign Trade in English at Ningbo University in the People's Republic of China from 1994 to 1996. Mr. Wang is the son of Mr. Wang Wenjian, non-executive Director. The Board is of the view that the said appointment shall further leverage and reinforce the role of controlling shareholders on the Board. The Board also announced that Mr. Wang has also been appointed as a member of each of nomination committee and strategy and development committee of the Board with effect from 1 October 2024.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €6.25, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.44 per share.
Buy Or Sell Opportunity • Sep 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €5.12. The fair value is estimated to be €6.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 55%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Buy Or Sell Opportunity • Aug 23Now 23% undervaluedOver the last 90 days, the stock has risen 9.3% to €5.40. The fair value is estimated to be €7.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 55%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Reported Earnings • Aug 21First half 2024 earnings released: EPS: CN¥0.99 (vs CN¥0.40 in 1H 2023)First half 2024 results: EPS: CN¥0.99 (up from CN¥0.40 in 1H 2023). Revenue: CN¥18.9b (up 32% from 1H 2023). Net income: CN¥1.08b (up 147% from 1H 2023). Profit margin: 5.7% (up from 3.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 29Sunny Optical Technology (Group) Company Limited to Report First Half, 2024 Results on Aug 20, 2024Sunny Optical Technology (Group) Company Limited announced that they will report first half, 2024 results on Aug 20, 2024
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.79, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Electronic industry in Germany. Total loss to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.70 per share.
Upcoming Dividend • May 23Upcoming dividend of HK$0.22 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €4.85, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Electronic industry in Germany. Total loss to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.57 per share.
お知らせ • Apr 23Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 24, 2024Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 24, 2024, at 09:30 China Standard Time. Location: United Conference Centre, 10/F., United Centre Queensway Hong Kong Agenda: To receive and consider approval of the audited consolidated accounts and the reports of the Directors of the Company and the auditors of the Company for the year ended 31 December 2023; to declare a final dividend for the year ended 31 December 2023; to re-appoint Deloitte Touche Tohmatsu as the Company's external auditors and to authorise the Board to fix their remuneration; and to consider other matters.
Reported Earnings • Apr 22Full year 2023 earnings released: EPS: CN¥1.01 (vs CN¥2.20 in FY 2022)Full year 2023 results: EPS: CN¥1.01 (down from CN¥2.20 in FY 2022). Revenue: CN¥31.7b (down 4.6% from FY 2022). Net income: CN¥1.10b (down 54% from FY 2022). Profit margin: 3.5% (down from 7.3% in FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.05, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Electronic industry in Germany. Total loss to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.65 per share.
Buy Or Sell Opportunity • Mar 28Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 44% to €4.55. The fair value is estimated to be €5.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €4.88, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Electronic industry in Germany. Total loss to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.29 per share.
Declared Dividend • Mar 22Dividend of HK$0.22 announcedShareholders will receive a dividend of HK$0.22. Ex-date: 30th May 2024 Payment date: 28th June 2024 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 6%.
お知らせ • Mar 21Sunny Optical Technology (Group) Company Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on 28 June 2024Sunny Optical Technology (Group) Company Limited proposed final dividend of HKD 0.219 per share for the year ended December 31, 2023. Date of shareholders' approval is 24 May 2024, Ex-dividend date is 30 May 2024, Record date is 03 June 2024 and Payment date is 28 June 2024.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: CN¥1.01 (vs CN¥2.20 in FY 2022)Full year 2023 results: EPS: CN¥1.01 (down from CN¥2.20 in FY 2022). Revenue: CN¥31.7b (down 4.6% from FY 2022). Net income: CN¥1.10b (down 54% from FY 2022). Profit margin: 3.5% (down from 7.3% in FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 28Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2023 Results on Mar 20, 2024Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2023 results on Mar 20, 2024
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €5.63, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 12x in the Electronic industry in Germany. Total loss to shareholders of 76% over the past three years.
お知らせ • Jan 30Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2023The board of directors of Sunny Optical Technology (Group) Company Limited informed the shareholders and potential investors of the Company that based on the information currently available to the Company and the preliminary review and analysis of the unaudited management accounts of the Group for the year ended 31 December 2023, which have not been audited or reviewed by the auditors of the Company and/or the audit committee of the Board, the Group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2023, amounting to approximately RMB 1,083.5 million to RMB 1,203.9 million, which represents a decrease by approximately 50% to 55% as compared to that for the year ended 31 December 2022, being approximately RMB 2,407.8 million.
お知らせ • Dec 28Sunny Optical Technology (Group) Company Limited Announces Resignation of Zhang Yuqing as Independent Non-Executive Director, the Chairman of the Audit Committee of the Board and A Member of the Remuneration Committee, Effective 1 January 2024The board (the "Board") of directors of Sunny Optical Technology (Group) Company Limited announces that Mr. Zhang Yuqing ("Mr. Zhang") has tendered his resignation to the Company in respect of his positions as the independent non-executive Director, the chairman of the audit committee of the Board and a member of the remuneration committee of the Board with effect from 1 January 2024 in order to devote more time to his personal affairs.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.52, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 11x in the Electronic industry in Germany. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.83 per share.
お知らせ • Nov 01Sunny Optical Technology (Group) Company Limited announced that it has received CNY 4.5 billion in funding from Sunny Zhejiang Optics, Qinhuangdao Boguan Technology Co., Ltd., Jiangsu Yuyue Medical Equipment & Supply Co., Ltd., Ant Group Co., Ltd., Transfar Zhilian Co., Ltd.Sunny Optical Technology (Group) Company Limited closed the transaction on October 31, 2023.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €7.14, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Electronic industry in Germany. Total loss to shareholders of 47% over the past three years.
お知らせ • Sep 29Sunny Optical Technology (Group) Company Limited announced that it expects to receive CNY 4.5 billion in funding from Sunny Zhejiang Optics, Qinhuangdao Boguan Technology Co., Ltd., Jiangsu Yuyue Medical Equipment & Supply Co., Ltd., Ant Group Co., Ltd., Transfar Zhilian Co., Ltd.Sunny Optical Technology (Group) Company Limited announced that it has entered into the share subscription agreement to issue common shares for the gross proceeds of CNY 4,500,000,000 on September 28, 2023. The transaction will include participation from returning investor Sunny Zhejiang Optics for CNY 270,000,000 and other existing investors Qinhuangdao Boguan Technology Co., Ltd., Jiangsu Yuyue Medical Equipment & Supply Co., Ltd., Ant Group Co., Ltd., Transfar Zhilian Co., Ltd., Hangzhou Jintou and Chongqing Yufu for CNY 4,230,000,000. Upon completion of the capital increase contemplated under the share subscription agreement, Sunny Zhejiang Optics will hold 6% equity interests in the company as enlarged by the capital increase and will become the third largest equity owner of the company.
Reported Earnings • Sep 11First half 2023 earnings released: EPS: CN¥0.40 (vs CN¥1.24 in 1H 2022)First half 2023 results: EPS: CN¥0.40 (down from CN¥1.24 in 1H 2022). Revenue: CN¥14.3b (down 16% from 1H 2022). Net income: CN¥436.7m (down 68% from 1H 2022). Profit margin: 3.1% (down from 8.0% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 23First half 2023 earnings released: EPS: CN¥0.40 (vs CN¥1.24 in 1H 2022)First half 2023 results: EPS: CN¥0.40 (down from CN¥1.24 in 1H 2022). Revenue: CN¥14.3b (down 16% from 1H 2022). Net income: CN¥436.7m (down 68% from 1H 2022). Profit margin: 3.1% (down from 8.0% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 03Sunny Optical Technology (Group) Company Limited to Report First Half, 2023 Results on Aug 22, 2023Sunny Optical Technology (Group) Company Limited announced that they will report first half, 2023 results on Aug 22, 2023
お知らせ • Jul 22Sunny Optical Technology (Group) Company Limited Provides Consolidated Earnings Guidance for the Six Months Ended 30 June 2023Sunny Optical Technology (Group) Company Limited provided consolidated earnings guidance for the six months ended 30 June 2023. The group is expected to record a profit attributable to owners of the Company for the six months ended 30 June 2023, amounting to approximately RMB 407.4 million to RMB 475.3 million, which represents a decrease by approximately 65% to 70% as compared to that for the six months ended 30 June 2022, being approximately RMB 1,357.9 million.
New Risk • Jul 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (7.3% net profit margin).
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €7.70, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Electronic industry in Germany. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.72 per share.
Upcoming Dividend • May 23Upcoming dividend of HK$0.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 28 June 2023. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.4%).
Buying Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €12.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 9.1%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Mar 21Full year 2022 earnings released: EPS: CN¥2.20 (vs CN¥4.57 in FY 2021)Full year 2022 results: EPS: CN¥2.20 (down from CN¥4.57 in FY 2021). Revenue: CN¥33.2b (down 12% from FY 2021). Net income: CN¥2.41b (down 52% from FY 2021). Profit margin: 7.3% (down from 13% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. 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 5% per year.
お知らせ • Feb 13Sunny Optical Technology (Group) Company Limited Provides Group Earnings Guidance for the Year Ended 31 December 2022The board of directors of Sunny Optical Technology (Group) Company Limited informed the shareholders and potential investors of the Company that based on the information currently available to the Company and the preliminary review and analysis of the unaudited management accounts of the Group for the year ended 31 December 2022, which have not been audited or reviewed by the auditors of the Company and/or the audit committee of the Board, the Group is expected to record a profit attributable to owners of the Company for the year ended 31 December 2022, amounting to approximately RMB 2,244.6 million to RMB 2,494.0 million, which represents a decrease by approximately 50% to 55% as compared to that for the year ended 31 December 2021, being approximately RMB 4,988.0 million. Based on the information available to the Company immediately preceding the publication of this announcement, the Board considers that such expected decrease was primarily attributable to: the factors such as the resurgence of the pandemic, chip shortage, Russian-Ukrainian conflict, inflation and the uncertainties in the global economy in the year of 2022, the smartphone market experienced weak demand and the smartphone camera showed a trend of de-specification, which resulted in the year-on-year decrease of the shipment volume of handset lens sets and handset camera modules of the Group, with increasing pressure on average selling prices and gross profit margins; and the depreciation of the Renminbi in the year of 2022, an unrealised foreign exchange loss amounting to approximately RMB 353.3 million was caused by the USD 600.0 million bonds issued by the Company on 23 January 2018, which was a non-cash item.
お知らせ • Jan 12Sunny Optical Technology (Group) Company Limited announced that it has received funding from Sunny Zhejiang OpticsOn January 11, 2023, Sunny Optical Technology (Group) Company Limited closed the transaction.
お知らせ • Jan 04Sunny Optical Technology (Group) Company Limited Appoints Jia Lina to Board and CommitteesThe board of directors of Sunny Optical Technology (Group) Company Limited announced that Ms. Jia Lina (‘ Ms. Jia ‘) has been appointed as an independent non-executive Director and a member of both audit committee, remuneration committee, nomination committee of the Board with effect from 1 January 2023. Ms. Jia, aged 55, has been working as a managing partner and director of Jonten Certified Public Accountants (Limited Liability Partnership) (Jiangsu branch) since December 2017. Ms. Jia has been an independent non-executive director of Morgan Stanley Huaxin Fund Management Co. Ltd. since February 2016. Ms. Jia obtained a bachelor's degree in economic trade in July 1989, a postgraduate diploma from the department of trade economics and department of business economics in July 1992 and a master's degree in economics from Dongbei University of Finance and Economics in October 1992. Ms. Jia was qualified as an accountant from the Chinese Institute of Certified Public Accountants in December 1996. Ms. Jia was awarded a Jiangsu province advanced professional and technical qualification certificate issued by the Office of Human Resources and Social Security of Jiangsu province in June 2020. Changes in compositions of the audit committee, the nomination committee and the remuneration committee: The Board also hereby announced that Ms. Jia has also been appointed as a member of the audit committee, the nomination committee, and the remuneration committee of the Board with effect from 1 January 2023.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to €11.92, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 20x in the Electronic industry in Germany. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.56 per share.
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. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Yang Dong Shao was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to €10.15, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Germany. Total loss to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €10.38, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 19% over the past three years.
Reported Earnings • Aug 16First half 2022 earnings released: EPS: CN¥1.24 (vs CN¥2.46 in 1H 2021)First half 2022 results: EPS: CN¥1.24 (down from CN¥2.46 in 1H 2021). Revenue: CN¥17.0b (down 14% from 1H 2021). Net income: CN¥1.36b (down 50% from 1H 2021). Profit margin: 8.0% (down from 14% in 1H 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Jul 29Sunny Optical Technology (Group) Company Limited to Report First Half, 2022 Results on Aug 15, 2022Sunny Optical Technology (Group) Company Limited announced that they will report first half, 2022 results on Aug 15, 2022
お知らせ • Jul 15Sunny Optical Technology (Group) Company Limited Provides Earnings Guidance for the Six Months Ended 30 June 2022Sunny Optical Technology (Group) Company Limited provided earnings guidance for the six months ended 30 June 2022. For the period, the Group is expected to record a profit attributable to owners of the Company for the six months ended 30 June 2022, amounting to approximately RMB 1,344.0 million to RMB 1,478.4 million, which represents a decrease by approximately 45% to 50% compared to that for the six months ended 30 June 2021, being approximately RMB 2,688.0 million.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to €15.93, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electronic industry in Germany. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.19 per share.
Upcoming Dividend • May 20Upcoming dividend of HK$1.12 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (1.1%).
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to €13.53, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 79% over the past three years.
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. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Yang Dong Shao was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 23Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 24, 2022Sunny Optical Technology (Group) Company Limited, Annual General Meeting, May 24, 2022, at 10:30 China Standard Time. Location: United Conference Centre, 10/F., United Centre, 95 Queensway Admiralty Hong Kong Agenda: To receive and consider approval of the audited consolidated accounts and the reports of the Directors of the Company and the auditors of the Company for the year ended 31 December 2021; to declare a final dividend; to consider board changes; to re-appoint Deloitte Touche Tohmatsu as the Company's external auditors and to authorise the Board to fix their remuneration; and to consider other matters.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €12.27, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €15.58, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.68 per share.
お知らせ • Mar 06Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2021 Results on Mar 22, 2022Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2021 results on Mar 22, 2022
Buying Opportunity • Mar 03Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be CN¥24.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.
Buying Opportunity • Jan 22Now 20% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be CN¥29.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.
Reported Earnings • Aug 18First half 2021 earnings released: EPS CN¥2.46 (vs CN¥1.60 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CN¥19.8b (up 5.1% from 1H 2020). Net income: CN¥2.69b (up 54% from 1H 2020). Profit margin: 14% (up from 9.3% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 31% per year.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥24.26, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.76 per share.
Upcoming Dividend • May 21Upcoming dividend of HK$1.06 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 24 June 2021. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.8%).
Reported Earnings • Apr 15Full year 2020 earnings released: EPS CN¥4.46 (vs CN¥3.65 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: CN¥38.0b (flat on FY 2019). Net income: CN¥4.87b (up 22% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 18Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: CN¥38.0b (flat on FY 2019). Net income: CN¥4.87b (up 22% from FY 2019). Profit margin: 13% (up from 11% in FY 2019).
お知らせ • Mar 18Sunny Optical Technology (Group) Company Limited Proposes Final Dividend for the Year Ended December 31, 2020, Payable on June 24, 2021For the year ended 31 December 2020, the Board of Sunny Optical Technology (Group) Company Limited proposed a dividend of approximately RMB 0.888 (equivalent to HKD 1.057) per share, with payout ratio of approximately 20.0% of the profit for the year attributable to owners of the Company. The final dividends payable on 24 June 2021 is subject to the approval of the shareholders of the Company at the forthcoming AGM to be held on 25 May 2021.
お知らせ • Mar 03Sunny Optical Technology (Group) Company Limited to Report Fiscal Year 2020 Results on Mar 17, 2021Sunny Optical Technology (Group) Company Limited announced that they will report fiscal year 2020 results on Mar 17, 2021
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥20.40, the stock is trading at a trailing P/E ratio of 43.2x, down from the previous P/E ratio of 51.1x. This compares to an average P/E of 33x in the Electronic industry in Germany. Total returns to shareholders over the past three years are 54%.
Is New 90 Day High Low • Feb 18New 90-day high: €25.54The company is up 51% from its price of €16.92 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.83 per share.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥24.35, the stock is trading at a trailing P/E ratio of 46.9x, up from the previous P/E ratio of 40.1x. This compares to an average P/E of 29x in the Electronic industry in Germany. Total returns to shareholders over the past three years are 117%.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥21.20, the stock is trading at a trailing P/E ratio of 42.2x, up from the previous P/E ratio of 36.2x. This compares to an average P/E of 31x in the Electronic industry in Germany. Total returns to shareholders over the past three years are 97%.
Recent Insider Transactions • Jan 09Founder & Honorary Chairman recently sold €3.9m worth of stockOn the 6th of January, Wenjian Wang sold around 200k shares on-market at roughly €19.43 per share. In the last 3 months, they made an even bigger sale worth €4.9m. Wenjian has been a seller over the last 12 months, reducing personal holdings by €8.8m.
Is New 90 Day High Low • Jan 05New 90-day high: €18.20The company is up 34% from its price of €13.62 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.58 per share.
Recent Insider Transactions • Nov 12Founder & Honorary Chairman recently sold €4.9m worth of stockOn the 10th of November, Wenjian Wang sold around 300k shares on-market at roughly €16.22 per share. This was the largest sale by an insider in the last 3 months. This was Wenjian's only on-market trade for the last 12 months.
Is New 90 Day High Low • Nov 10New 90-day high: €17.50The company is up 12% from its price of €15.66 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.07 per share.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 22% share price gain to CN¥17.50, the stock is trading at a trailing P/E ratio of 34.5x, up from the previous P/E ratio of 28.2x. This compares to an average P/E of 30x in the Electronic industry in Germany. Total returns to shareholders over the past three years are 7.8%.