Cheetah Net Supply Chain Service（CTNT）株式概要チーター・ネット・サプライチェーン・サービス社は、その子会社とともに、米国内外で物流・倉庫サービスを提供している。 詳細CTNT ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績0/6財務の健全性6/6配当金0/6報酬収益は年間51.98%増加すると予測されています リスク分析過去1年間で株主の希薄化は大幅に進んだ 意味のある時価総額がありません ( $3M )US市場と比較して、過去 3 か月間の株価の変動が非常に大きい収益が 100 万ドル未満 ( $901K )+1 さらなるリスクすべてのリスクチェックを見るCTNT Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$1.80267.3% 割高 内在価値ディスカウントEst. Revenue$PastFuture-10m53m2016201920222025202620282031Revenue US$7.3mEarnings US$324.0kAdvancedSet Fair ValueView all narrativesCheetah Net Supply Chain Service Inc. 競合他社Greenlane HoldingsSymbol: NasdaqCM:GNLNMarket cap: US$641.9kKaival Brands Innovations GroupSymbol: OTCPK:KAVLMarket cap: US$941.6kEducational DevelopmentSymbol: NasdaqGM:EDUCMarket cap: US$12.3mToysRUs ANZSymbol: OTCPK:TOYR.FMarket cap: US$605.0k価格と性能株価の高値、安値、推移の概要Cheetah Net Supply Chain Service過去の株価現在の株価US$1.8052週高値US$462.0052週安値US$1.51ベータ-0.641ヶ月の変化-79.78%3ヶ月変化-99.35%1年変化-99.38%3年間の変化n/a5年間の変化n/aIPOからの変化-99.90%最新ニュースReported Earnings • May 16First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: US$4.53 loss per share (improved from US$46.84 loss in 1Q 2025). Net loss: US$616.3k (loss narrowed 18% from 1Q 2025). Revenue missed analyst estimates by 54%. Earnings per share (EPS) exceeded analyst estimates by 55%. Revenue is forecast to grow 44% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US.New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 29% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (29% average weekly change). Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 10x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.3m net loss in 2 years). Revenue is less than US$5m (US$1.3m revenue). Market cap is less than US$100m (US$61.9m market cap).Reported Earnings • Mar 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$1.12 loss per share. Revenue: US$1.29m (up 183% from FY 2024). Net loss: US$3.65m (loss widened 13% from FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 35%.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% 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: Major Risks Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.6m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Revenue is less than US$5m (US$1.4m revenue). Market cap is less than US$100m (US$77.1m market cap).New Risk • Feb 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 12x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.6m net loss next year). Revenue is less than US$5m (US$1.4m revenue). Market cap is less than US$100m (US$51.6m market cap).Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$0.41 loss per share (improved from US$1.06 loss in 3Q 2024). Revenue: US$361.9k (up 491% from 3Q 2024). Net loss: US$1.31m (loss narrowed 28% from 3Q 2024). Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) also missed analyst estimates by 58%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Retail Distributors industry in the US.最新情報をもっと見るRecent updatesReported Earnings • May 16First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: US$4.53 loss per share (improved from US$46.84 loss in 1Q 2025). Net loss: US$616.3k (loss narrowed 18% from 1Q 2025). Revenue missed analyst estimates by 54%. Earnings per share (EPS) exceeded analyst estimates by 55%. Revenue is forecast to grow 44% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US.New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 29% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (29% average weekly change). Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 10x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.3m net loss in 2 years). Revenue is less than US$5m (US$1.3m revenue). Market cap is less than US$100m (US$61.9m market cap).Reported Earnings • Mar 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$1.12 loss per share. Revenue: US$1.29m (up 183% from FY 2024). Net loss: US$3.65m (loss widened 13% from FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 35%.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% 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: Major Risks Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.6m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Revenue is less than US$5m (US$1.4m revenue). Market cap is less than US$100m (US$77.1m market cap).New Risk • Feb 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 12x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.6m net loss next year). Revenue is less than US$5m (US$1.4m revenue). Market cap is less than US$100m (US$51.6m market cap).Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$0.41 loss per share (improved from US$1.06 loss in 3Q 2024). Revenue: US$361.9k (up 491% from 3Q 2024). Net loss: US$1.31m (loss narrowed 28% from 3Q 2024). Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) also missed analyst estimates by 58%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Retail Distributors industry in the US.お知らせ • Oct 07Cheetah Net Supply Chain Service Inc., Annual General Meeting, Nov 07, 2025Cheetah Net Supply Chain Service Inc., Annual General Meeting, Nov 07, 2025.Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.16 loss per share (improved from US$0.34 loss in 2Q 2024). Revenue: US$354.1k (up 279% from 2Q 2024). Net loss: US$512.5k (loss narrowed 6.8% from 2Q 2024). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Retail Distributors industry in the US.New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$50k This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$50k free cash flow). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (59% increase in shares outstanding). Revenue is less than US$1m (US$859k revenue). Market cap is less than US$10m (US$4.25m market cap). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.3m net loss next year). Share price has been volatile over the past 3 months (14% average weekly change).New Risk • Jun 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% 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: Major Risks Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (59% increase in shares outstanding). Revenue is less than US$1m (US$859k revenue). Market cap is less than US$10m (US$4.57m market cap). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.3m net loss next year). Share price has been volatile over the past 3 months (13% average weekly change).New Risk • Mar 13New major risk - Revenue sizeThe company makes less than US$1m in revenue. Total revenue: US$456k This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 57% per year over the past 5 years. Shareholders have been substantially diluted in the past year (109% increase in shares outstanding). Revenue is less than US$1m (US$456k revenue). Market cap is less than US$10m (US$4.19m market cap). Minor Risk Currently unprofitable and not forecast to become profitable next year (US$4.4m net loss next year).Reported Earnings • Mar 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$1.65 loss per share (down from US$0.13 profit in FY 2023). Net loss: US$3.23m (down US$3.37m from profit in FY 2023). Revenue missed analyst estimates by 76%. Earnings per share (EPS) also missed analyst estimates by 1.9%.お知らせ • Feb 22Cheetah Net Supply Chain Service Inc. Appoints Cindy Tang as the Chief Financial OfficerOn February 18, 2025, the board of directors of Cheetah Net Supply Chain Service Inc. appointed Ms. Cindy Tang as the Chief Financial Officer of the company. Ms. Tang, age 58, has served as the company’s Director of Finance since May 2024. From July 2023 to May 2024, Ms. Tang served as the Interim Chief Financial Officer of Elong Power Holdings Limited. From August 2010 to May 2023, Ms. Tang served as the Finance Director of China XD Plastics Co. Ltd. Ms. Tang received her bachelor's degree in English Language and Literature from Sichuan University in 1988, her bachelor’s degree in Foreign Affairs from Foreign Affairs College in 1990, and her MBA in Accounting from Seton Hall University in 2003.Board Change • Dec 18Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (3 non-independent directors). Founder, Interim CFO, Chairman & CEO Tony Liu is the most experienced director on the board, commencing their role in 2016. Independent Director Huibo Deng was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Dec 14Cheetah Net Supply Chain Service Inc. Appoints Xiangan Ruan as Director, Member of the Audit Committee and the Compensation Committee and Chair of the Nominating and Corporate Governance CommitteeOn December 5, 2024, the board of directors of Cheetah Net Supply Chain Service Inc. appointed Mr. Xiangan Ruan as a director of the Company. Since January 2005, Mr. Ruan has served as a senior partner at Allbright Law Offices (Shanghai), where he oversees client relationships, provides strategic legal advice, and manages cases. Mr. Ruan received his bachelor’s degree in Law from Sun Yat-sen University in July 2004 and his EMBA from Peking University in July 2021. The Company believes Mr. Ruan is well-qualified to serve as the Company’s director due to his expertise in business law. Mr. Ruan was also appointed as a member of the Audit Committee and the Compensation Committee of the Board, and as the chair of the Nominating and Corporate Governance Committee of the Board. Before serving on the Board, Mr. Ruan had no previous relationships or transactions with the Company.Recent Insider Transactions • Dec 08Founder recently sold US$300k worth of stockOn the 3rd of December, Huan Liu sold around 46k shares on-market at roughly US$6.52 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Huan's only on-market trade for the last 12 months.Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$1.06 loss per share (down from US$0.11 profit in 3Q 2023). Revenue: US$61.2k (down 99% from 3Q 2023). Net loss: US$1.82m (down US$1.94m from profit in 3Q 2023). Revenue missed analyst estimates by 93%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US.New Risk • Oct 24New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 117% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings are forecast to decline by an average of 83% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (117% increase in shares outstanding). Market cap is less than US$10m (US$7.36m market cap).お知らせ • Aug 28Cheetah Net Supply Chain Service Inc. Appoints Tony Liu as Principal Financial Officer and Principal Accounting OfficerThe board of directors of Cheetah Net Supply Chain Service Inc. intends to conduct a search for potential internal and external candidates to fill the vacancy created by Mr. Cook’s resignation. In the meantime, Tony Liu, the chairman of the Board and the chief executive officer of the Company, will assume the duties of principal financial officer and principal accounting officer of the Company.Reported Earnings • Aug 15Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.027 loss per share (down from US$0.009 profit in 2Q 2023). Revenue: US$293.9k (down 98% from 2Q 2023). Net loss: US$612.9k (down 493% from profit in 2Q 2023). Revenue missed analyst estimates by 89%. Earnings per share (EPS) also missed analyst estimates by 200%. Revenue is expected to decline by 37% p.a. on average during the next 2 years, while revenues in the Retail Distributors industry in the US are expected to grow by 3.6%.Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 83% to US$0.23. The fair value is estimated to be US$0.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 44% over the last year. Meanwhile, the company became loss making.Board Change • Aug 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Founder, Chairman & CEO Tony Liu is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 14Cheetah Net Supply Chain Service Inc. Receives Non-Compliance Letter from Nasdaq Regarding Minimum Closing Bid Price RequirementOn July 11, 2024, Cheetah Net Supply Chain Service Inc. (the Company") received a letter from the Listing Qualifications Department of The Nasdaq Stock Market LLC (Nasdaq") notifying the Company that for the last 30 consecutive business days the closing bid price for the Company's Class A common stock, par value $0.0001 per share (the Common Stock"), was below $1.00 per share, which is the minimum closing bid price required for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2) (collectively, the Notice"). The Notice has no immediate effect on the listing of the Common Stock, which will continue to be traded on The Nasdaq Capital Market under the symbol CTNT," subject to the Company's compliance with the other Nasdaq listing requirements. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company is provided a compliance period of 180 calendar days from the date of the Notice, or until January 7, 2025, to regain compliance with the minimum closing bid price requirement (the Compliance Period"). If at any time during the Compliance Period, the closing bid price of the Common Stock is at least $1.00 per share for a minimum of 10 consecutive business days (unless the Nasdaq staff exercises its discretion to extend this 10 business day period pursuant to Nasdaq Listing Rule 5810(c)(3)(H)), Nasdaq will provide the Company written confirmation of compliance, and this matter will be closed. If the Company does not regain compliance during the Compliance Period, the Company may be eligible for an additional 180-calendar day period to regain compliance, provided that it meets the applicable market value of publicly held shares requirement for continued listing and all other applicable standards for initial listing on The Nasdaq Capital Market (except the minimum bid price requirement), and notifies Nasdaq in writing of its intent to cure the deficiency by effecting a reverse stock split, if necessary. If the Company does not regain compliance within the allotted compliance periods, including any extensions that may be granted by Nasdaq, the Common Stock will be subject to delisting. The Company intends to monitor the closing bid price of the Common Stock and may, if appropriate, consider implementing available options, including implementing a reverse stock split of its outstanding Common Stock, to regain compliance with the minimum bid price requirement under the Nasdaq Listing Rules.お知らせ • Jul 11Cheetah Net Supply Chain Service Inc. has filed a Follow-on Equity Offering.Cheetah Net Supply Chain Service Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,479,665お知らせ • May 16Cheetah Net Supply Chain Service Inc. has completed a Follow-on Equity Offering in the amount of $8.1902 million.Cheetah Net Supply Chain Service Inc. has completed a Follow-on Equity Offering in the amount of $8.1902 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 13,210,000 Price\Range: $0.62 Discount Per Security: $0.0217Reported Earnings • May 13First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.032 loss per share (further deteriorated from US$0.006 loss in 1Q 2023). Revenue: US$1.51m (down 85% from 1Q 2023). Net loss: US$608.9k (loss widened 464% from 1Q 2023). Revenue missed analyst estimates by 70%. Earnings per share (EPS) also missed analyst estimates by 200%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Retail Distributors industry in the US.お知らせ • Apr 24Cheetah Net Supply Chain Service Inc., Annual General Meeting, Jul 02, 2024Cheetah Net Supply Chain Service Inc., Annual General Meeting, Jul 02, 2024, at 09:30 US Eastern Standard Time. Agenda: To elect five directors to the board of directors to serve until their successors are duly elected and qualified at the 2025 annual meeting of stockholders; to ratify the appointment of Assentsure PAC as the independent registered public accounting firm of the Company for the year ending December 31, 2024; to approve Cheetah Net Supply Chain Service Inc. 2024 Stock Incentive Plan; to approve the Third Amended and Restated Articles of Incorporation to increase the number of shares of the Company's Class A common stock authorized to be issued to 891,750,000 shares; to approve the Third Amended and Restated Articles of Incorporation to increase the number of shares of the Company's Class B common stock authorized to be issued to 108,250,000 shares; and to Consider any other business as may be properly brought before the meeting or any adjournment or postponement thereof.Buy Or Sell Opportunity • Mar 28Now 22% undervaluedOver the last 90 days, the stock has risen 52% to US$1.97. The fair value is estimated to be US$2.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 2,290% in the next 2 years.Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$0.008 (down from US$0.052 in FY 2022). Revenue: US$38.3m (down 31% from FY 2022). Net income: US$133.9k (down 84% from FY 2022). Profit margin: 0.3% (down from 1.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 50%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Retail Distributors industry in the US.お知らせ • Feb 07Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) completed the acquisition of Edward Transit Express Group Inc. from Juguang Zhang.Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) executed a Letter of Intent to acquire Edward Transit Express Group Inc. from Juguang Zhang for $1.5 million on November 15, 2023. Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) executed a definitive agreement to acquire Edward Transit Express Group Inc. from Juguang Zhang on January 24, 2024. Consideration for the acquisition shall include a cash consideration of $0.3 million and a share consideration involving the issuance of the Purchaser’s unregistered Class A common with the per share price being determined at 80% of the average closing price over the last 10 business days prior to the Closing Date. The Share Consideration shall bear a market value of $1.2 million. Following the closing of the Acquisition, the Purchaser shall assume all liabilities of the Target and shall effectuate payment in accordance with the original terms thereof. Consummation of the Acquisition as contemplated hereby will be subject to customary conditions, including but not limited to: (i) Approval by board of directors of the Purchaser; (ii) The Purchaser’s shareholders’ approval, if necessary, under applicable laws and regulations; (iii) Approval by the Target’s board of directors; (iv)Approval by the Sellers;(v) Receipt of all governmental, regulatory, and third-party requisite approvals and consents; with each party to use its reasonable best efforts to obtain such approvals and consents; and (vi) The results of the due diligence to be conducted by the legal, financial, and accounting advisors of the Purchaser being satisfactory to the Purchaser’s board of directors in their sole discretion. The anticipated completion timeframe is early 2024. As of January 30, 2024, the transaction is expected to close within 20 calendar days from the signing of the agreement. Eric Huang of Cozen O'Connor is the legal advisor to Cheetah Net Supply Chain Service.Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) completed the acquisition of Edward Transit Express Group Inc. from Juguang Zhang on February 07, 2024.分析記事 • Feb 02Market Still Lacking Some Conviction On Cheetah Net Supply Chain Service Inc. (NASDAQ:CTNT)There wouldn't be many who think Cheetah Net Supply Chain Service Inc.'s ( NASDAQ:CTNT ) price-to-sales (or "P/S...お知らせ • Dec 30Cheetah Net Supply Chain Service Inc. has filed a Follow-on Equity Offering in the amount of $8 million.Cheetah Net Supply Chain Service Inc. has filed a Follow-on Equity Offering in the amount of $8 million. Security Name: Class A Common Stock Security Type: Common Stockお知らせ • Nov 18Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) executed a Letter of Intent to acquire Edward Transit Express Group Inc. from Juguang Zhang for $1.5 million.Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) executed a Letter of Intent to acquire Edward Transit Express Group Inc. from Juguang Zhang for $1.5 million on November 15, 2023. Consideration for the Acquisition shall include a cash consideration of $0.3 million and a share consideration involving the issuance of the Purchaser’s unregistered Class A common with the per share price being determined at 80% of the average closing price over the last 10 business days prior to the Closing Date. The Share Consideration shall bear a market value of $1.2 million. Following the closing of the Acquisition, the Purchaser shall assume all liabilities of the Target and shall effectuate payment in accordance with the original terms thereof. Consummation of the Acquisition as contemplated hereby will be subject to customary conditions, including but not limited to:(i)Approval by board of directors of the Purchaser; (ii) The Purchaser’s shareholders’ approval, if necessary, under applicable laws and regulations; (iii) Approval by the Target’s board of directors; (iv)Approval by the Sellers;(v) Receipt of all governmental, regulatory, and third-party requisite approvals and consents; with each party to use its reasonable best efforts to obtain such approvals and consents; and (vi) The results of the due diligence to be conducted by the legal, financial, and accounting advisors of the Purchaser being satisfactory to the Purchaser’s board of directors in their sole discretion. The date on which the Acquisition closes shall be referred to herein as the “ Closing Date ,” which shall be 20 days after the execution of the Definitive Agreements. The anticipated completion timeframe is early 2024.Reported Earnings • Nov 10Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: US$0.007. Net income: US$122.9k (up US$122.9k from 3Q 2022).Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to US$1.09, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 13x in the Retail Distributors industry in the US.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$1.68, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 15x in the Retail Distributors industry in the US.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$1.93, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 15x in the Retail Distributors industry in the US.Reported Earnings • Sep 07Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: US$0.009. Net income: US$155.7k (up US$155.7k from 2Q 2022).Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 25%After last week's 25% share price gain to US$2.98, the stock trades at a trailing P/E ratio of 42.2x. Average trailing P/E is 16x in the Retail Distributors industry in the US.お知らせ • Aug 02Cheetah Net Supply Chain Service Inc. has completed an IPO in the amount of $5 million.Cheetah Net Supply Chain Service Inc. has completed an IPO in the amount of $5 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 1,250,000 Price\Range: $4 Discount Per Security: $0.28株主還元CTNTUS Retail DistributorsUS 市場7D-10.4%1.6%-0.8%1Y-99.4%-26.4%27.1%株主還元を見る業界別リターン: CTNT過去 1 年間で-26.4 % の収益を上げたUS Retail Distributors業界を下回りました。リターン対市場: CTNTは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。価格変動Is CTNT's price volatile compared to industry and market?CTNT volatilityCTNT Average Weekly Movement36.5%Retail Distributors Industry Average Movement9.2%Market Average Movement7.2%10% most volatile stocks in US Market16.3%10% least volatile stocks in US Market3.2%安定した株価: CTNTの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: CTNTの 週次ボラティリティ は、過去 1 年間で21%から37%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト201613Tony Liucheetah-net.comチーター・ネット・サプライチェーン・サービス社は、その子会社とともに、米国内外で物流・倉庫サービスを提供している。また、貨物輸送、貨物保管、通関、労務、貨物の積み下ろしサービス、医療用品、車両、乳幼児ケア用品、危険化学品などの倉庫保管サービス、海上・航空貨物、トラック輸送サービスなどのロジスティクスサービスも提供している。チーター・ネット・サプライチェーン・サービス社は、以前は元秋ビジネスグループLLCとして知られ、2022年3月にチーター・ネット・サプライチェーン・サービス社に社名を変更した。同社は2016年に法人化され、カリフォルニア州アーバインに本社を置いている。チーター・ネット・サプライチェーン・サービス社はフェアビュー・イースタン・インターナショナル・ホールディングス・リミテッドの子会社として運営されている。もっと見るCheetah Net Supply Chain Service Inc. 基礎のまとめCheetah Net Supply Chain Service の収益と売上を時価総額と比較するとどうか。CTNT 基礎統計学時価総額US$3.37m収益（TTM）-US$3.51m売上高(TTM)US$901.44k3.9xP/Sレシオ-1.0xPER（株価収益率CTNT は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CTNT 損益計算書（TTM）収益US$901.44k売上原価US$771.05k売上総利益US$130.39kその他の費用US$3.64m収益-US$3.51m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-1.79グロス・マージン14.46%純利益率-389.61%有利子負債／自己資本比率1.3%CTNT の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 08:25終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cheetah Net Supply Chain Service Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Tate SullivanMaxim Group
Reported Earnings • May 16First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: US$4.53 loss per share (improved from US$46.84 loss in 1Q 2025). Net loss: US$616.3k (loss narrowed 18% from 1Q 2025). Revenue missed analyst estimates by 54%. Earnings per share (EPS) exceeded analyst estimates by 55%. Revenue is forecast to grow 44% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US.
New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 29% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (29% average weekly change). Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 10x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.3m net loss in 2 years). Revenue is less than US$5m (US$1.3m revenue). Market cap is less than US$100m (US$61.9m market cap).
Reported Earnings • Mar 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$1.12 loss per share. Revenue: US$1.29m (up 183% from FY 2024). Net loss: US$3.65m (loss widened 13% from FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 35%.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% 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: Major Risks Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.6m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Revenue is less than US$5m (US$1.4m revenue). Market cap is less than US$100m (US$77.1m market cap).
New Risk • Feb 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 12x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.6m net loss next year). Revenue is less than US$5m (US$1.4m revenue). Market cap is less than US$100m (US$51.6m market cap).
Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$0.41 loss per share (improved from US$1.06 loss in 3Q 2024). Revenue: US$361.9k (up 491% from 3Q 2024). Net loss: US$1.31m (loss narrowed 28% from 3Q 2024). Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) also missed analyst estimates by 58%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Retail Distributors industry in the US.
Reported Earnings • May 16First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: US$4.53 loss per share (improved from US$46.84 loss in 1Q 2025). Net loss: US$616.3k (loss narrowed 18% from 1Q 2025). Revenue missed analyst estimates by 54%. Earnings per share (EPS) exceeded analyst estimates by 55%. Revenue is forecast to grow 44% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US.
New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 29% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (29% average weekly change). Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 10x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.3m net loss in 2 years). Revenue is less than US$5m (US$1.3m revenue). Market cap is less than US$100m (US$61.9m market cap).
Reported Earnings • Mar 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$1.12 loss per share. Revenue: US$1.29m (up 183% from FY 2024). Net loss: US$3.65m (loss widened 13% from FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 35%.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% 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: Major Risks Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.6m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Revenue is less than US$5m (US$1.4m revenue). Market cap is less than US$100m (US$77.1m market cap).
New Risk • Feb 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 12x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 6.3% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.6m net loss next year). Revenue is less than US$5m (US$1.4m revenue). Market cap is less than US$100m (US$51.6m market cap).
Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$0.41 loss per share (improved from US$1.06 loss in 3Q 2024). Revenue: US$361.9k (up 491% from 3Q 2024). Net loss: US$1.31m (loss narrowed 28% from 3Q 2024). Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) also missed analyst estimates by 58%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Retail Distributors industry in the US.
お知らせ • Oct 07Cheetah Net Supply Chain Service Inc., Annual General Meeting, Nov 07, 2025Cheetah Net Supply Chain Service Inc., Annual General Meeting, Nov 07, 2025.
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.16 loss per share (improved from US$0.34 loss in 2Q 2024). Revenue: US$354.1k (up 279% from 2Q 2024). Net loss: US$512.5k (loss narrowed 6.8% from 2Q 2024). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Retail Distributors industry in the US.
New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$50k This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$50k free cash flow). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (59% increase in shares outstanding). Revenue is less than US$1m (US$859k revenue). Market cap is less than US$10m (US$4.25m market cap). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.3m net loss next year). Share price has been volatile over the past 3 months (14% average weekly change).
New Risk • Jun 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% 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: Major Risks Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (59% increase in shares outstanding). Revenue is less than US$1m (US$859k revenue). Market cap is less than US$10m (US$4.57m market cap). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$3.3m net loss next year). Share price has been volatile over the past 3 months (13% average weekly change).
New Risk • Mar 13New major risk - Revenue sizeThe company makes less than US$1m in revenue. Total revenue: US$456k This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 57% per year over the past 5 years. Shareholders have been substantially diluted in the past year (109% increase in shares outstanding). Revenue is less than US$1m (US$456k revenue). Market cap is less than US$10m (US$4.19m market cap). Minor Risk Currently unprofitable and not forecast to become profitable next year (US$4.4m net loss next year).
Reported Earnings • Mar 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$1.65 loss per share (down from US$0.13 profit in FY 2023). Net loss: US$3.23m (down US$3.37m from profit in FY 2023). Revenue missed analyst estimates by 76%. Earnings per share (EPS) also missed analyst estimates by 1.9%.
お知らせ • Feb 22Cheetah Net Supply Chain Service Inc. Appoints Cindy Tang as the Chief Financial OfficerOn February 18, 2025, the board of directors of Cheetah Net Supply Chain Service Inc. appointed Ms. Cindy Tang as the Chief Financial Officer of the company. Ms. Tang, age 58, has served as the company’s Director of Finance since May 2024. From July 2023 to May 2024, Ms. Tang served as the Interim Chief Financial Officer of Elong Power Holdings Limited. From August 2010 to May 2023, Ms. Tang served as the Finance Director of China XD Plastics Co. Ltd. Ms. Tang received her bachelor's degree in English Language and Literature from Sichuan University in 1988, her bachelor’s degree in Foreign Affairs from Foreign Affairs College in 1990, and her MBA in Accounting from Seton Hall University in 2003.
Board Change • Dec 18Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (3 non-independent directors). Founder, Interim CFO, Chairman & CEO Tony Liu is the most experienced director on the board, commencing their role in 2016. Independent Director Huibo Deng was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Dec 14Cheetah Net Supply Chain Service Inc. Appoints Xiangan Ruan as Director, Member of the Audit Committee and the Compensation Committee and Chair of the Nominating and Corporate Governance CommitteeOn December 5, 2024, the board of directors of Cheetah Net Supply Chain Service Inc. appointed Mr. Xiangan Ruan as a director of the Company. Since January 2005, Mr. Ruan has served as a senior partner at Allbright Law Offices (Shanghai), where he oversees client relationships, provides strategic legal advice, and manages cases. Mr. Ruan received his bachelor’s degree in Law from Sun Yat-sen University in July 2004 and his EMBA from Peking University in July 2021. The Company believes Mr. Ruan is well-qualified to serve as the Company’s director due to his expertise in business law. Mr. Ruan was also appointed as a member of the Audit Committee and the Compensation Committee of the Board, and as the chair of the Nominating and Corporate Governance Committee of the Board. Before serving on the Board, Mr. Ruan had no previous relationships or transactions with the Company.
Recent Insider Transactions • Dec 08Founder recently sold US$300k worth of stockOn the 3rd of December, Huan Liu sold around 46k shares on-market at roughly US$6.52 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Huan's only on-market trade for the last 12 months.
Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$1.06 loss per share (down from US$0.11 profit in 3Q 2023). Revenue: US$61.2k (down 99% from 3Q 2023). Net loss: US$1.82m (down US$1.94m from profit in 3Q 2023). Revenue missed analyst estimates by 93%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US.
New Risk • Oct 24New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 117% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings are forecast to decline by an average of 83% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (117% increase in shares outstanding). Market cap is less than US$10m (US$7.36m market cap).
お知らせ • Aug 28Cheetah Net Supply Chain Service Inc. Appoints Tony Liu as Principal Financial Officer and Principal Accounting OfficerThe board of directors of Cheetah Net Supply Chain Service Inc. intends to conduct a search for potential internal and external candidates to fill the vacancy created by Mr. Cook’s resignation. In the meantime, Tony Liu, the chairman of the Board and the chief executive officer of the Company, will assume the duties of principal financial officer and principal accounting officer of the Company.
Reported Earnings • Aug 15Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.027 loss per share (down from US$0.009 profit in 2Q 2023). Revenue: US$293.9k (down 98% from 2Q 2023). Net loss: US$612.9k (down 493% from profit in 2Q 2023). Revenue missed analyst estimates by 89%. Earnings per share (EPS) also missed analyst estimates by 200%. Revenue is expected to decline by 37% p.a. on average during the next 2 years, while revenues in the Retail Distributors industry in the US are expected to grow by 3.6%.
Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 83% to US$0.23. The fair value is estimated to be US$0.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 44% over the last year. Meanwhile, the company became loss making.
Board Change • Aug 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Founder, Chairman & CEO Tony Liu is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 14Cheetah Net Supply Chain Service Inc. Receives Non-Compliance Letter from Nasdaq Regarding Minimum Closing Bid Price RequirementOn July 11, 2024, Cheetah Net Supply Chain Service Inc. (the Company") received a letter from the Listing Qualifications Department of The Nasdaq Stock Market LLC (Nasdaq") notifying the Company that for the last 30 consecutive business days the closing bid price for the Company's Class A common stock, par value $0.0001 per share (the Common Stock"), was below $1.00 per share, which is the minimum closing bid price required for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2) (collectively, the Notice"). The Notice has no immediate effect on the listing of the Common Stock, which will continue to be traded on The Nasdaq Capital Market under the symbol CTNT," subject to the Company's compliance with the other Nasdaq listing requirements. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company is provided a compliance period of 180 calendar days from the date of the Notice, or until January 7, 2025, to regain compliance with the minimum closing bid price requirement (the Compliance Period"). If at any time during the Compliance Period, the closing bid price of the Common Stock is at least $1.00 per share for a minimum of 10 consecutive business days (unless the Nasdaq staff exercises its discretion to extend this 10 business day period pursuant to Nasdaq Listing Rule 5810(c)(3)(H)), Nasdaq will provide the Company written confirmation of compliance, and this matter will be closed. If the Company does not regain compliance during the Compliance Period, the Company may be eligible for an additional 180-calendar day period to regain compliance, provided that it meets the applicable market value of publicly held shares requirement for continued listing and all other applicable standards for initial listing on The Nasdaq Capital Market (except the minimum bid price requirement), and notifies Nasdaq in writing of its intent to cure the deficiency by effecting a reverse stock split, if necessary. If the Company does not regain compliance within the allotted compliance periods, including any extensions that may be granted by Nasdaq, the Common Stock will be subject to delisting. The Company intends to monitor the closing bid price of the Common Stock and may, if appropriate, consider implementing available options, including implementing a reverse stock split of its outstanding Common Stock, to regain compliance with the minimum bid price requirement under the Nasdaq Listing Rules.
お知らせ • Jul 11Cheetah Net Supply Chain Service Inc. has filed a Follow-on Equity Offering.Cheetah Net Supply Chain Service Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,479,665
お知らせ • May 16Cheetah Net Supply Chain Service Inc. has completed a Follow-on Equity Offering in the amount of $8.1902 million.Cheetah Net Supply Chain Service Inc. has completed a Follow-on Equity Offering in the amount of $8.1902 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 13,210,000 Price\Range: $0.62 Discount Per Security: $0.0217
Reported Earnings • May 13First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.032 loss per share (further deteriorated from US$0.006 loss in 1Q 2023). Revenue: US$1.51m (down 85% from 1Q 2023). Net loss: US$608.9k (loss widened 464% from 1Q 2023). Revenue missed analyst estimates by 70%. Earnings per share (EPS) also missed analyst estimates by 200%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Retail Distributors industry in the US.
お知らせ • Apr 24Cheetah Net Supply Chain Service Inc., Annual General Meeting, Jul 02, 2024Cheetah Net Supply Chain Service Inc., Annual General Meeting, Jul 02, 2024, at 09:30 US Eastern Standard Time. Agenda: To elect five directors to the board of directors to serve until their successors are duly elected and qualified at the 2025 annual meeting of stockholders; to ratify the appointment of Assentsure PAC as the independent registered public accounting firm of the Company for the year ending December 31, 2024; to approve Cheetah Net Supply Chain Service Inc. 2024 Stock Incentive Plan; to approve the Third Amended and Restated Articles of Incorporation to increase the number of shares of the Company's Class A common stock authorized to be issued to 891,750,000 shares; to approve the Third Amended and Restated Articles of Incorporation to increase the number of shares of the Company's Class B common stock authorized to be issued to 108,250,000 shares; and to Consider any other business as may be properly brought before the meeting or any adjournment or postponement thereof.
Buy Or Sell Opportunity • Mar 28Now 22% undervaluedOver the last 90 days, the stock has risen 52% to US$1.97. The fair value is estimated to be US$2.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 2,290% in the next 2 years.
Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$0.008 (down from US$0.052 in FY 2022). Revenue: US$38.3m (down 31% from FY 2022). Net income: US$133.9k (down 84% from FY 2022). Profit margin: 0.3% (down from 1.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 50%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Retail Distributors industry in the US.
お知らせ • Feb 07Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) completed the acquisition of Edward Transit Express Group Inc. from Juguang Zhang.Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) executed a Letter of Intent to acquire Edward Transit Express Group Inc. from Juguang Zhang for $1.5 million on November 15, 2023. Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) executed a definitive agreement to acquire Edward Transit Express Group Inc. from Juguang Zhang on January 24, 2024. Consideration for the acquisition shall include a cash consideration of $0.3 million and a share consideration involving the issuance of the Purchaser’s unregistered Class A common with the per share price being determined at 80% of the average closing price over the last 10 business days prior to the Closing Date. The Share Consideration shall bear a market value of $1.2 million. Following the closing of the Acquisition, the Purchaser shall assume all liabilities of the Target and shall effectuate payment in accordance with the original terms thereof. Consummation of the Acquisition as contemplated hereby will be subject to customary conditions, including but not limited to: (i) Approval by board of directors of the Purchaser; (ii) The Purchaser’s shareholders’ approval, if necessary, under applicable laws and regulations; (iii) Approval by the Target’s board of directors; (iv)Approval by the Sellers;(v) Receipt of all governmental, regulatory, and third-party requisite approvals and consents; with each party to use its reasonable best efforts to obtain such approvals and consents; and (vi) The results of the due diligence to be conducted by the legal, financial, and accounting advisors of the Purchaser being satisfactory to the Purchaser’s board of directors in their sole discretion. The anticipated completion timeframe is early 2024. As of January 30, 2024, the transaction is expected to close within 20 calendar days from the signing of the agreement. Eric Huang of Cozen O'Connor is the legal advisor to Cheetah Net Supply Chain Service.Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) completed the acquisition of Edward Transit Express Group Inc. from Juguang Zhang on February 07, 2024.
分析記事 • Feb 02Market Still Lacking Some Conviction On Cheetah Net Supply Chain Service Inc. (NASDAQ:CTNT)There wouldn't be many who think Cheetah Net Supply Chain Service Inc.'s ( NASDAQ:CTNT ) price-to-sales (or "P/S...
お知らせ • Dec 30Cheetah Net Supply Chain Service Inc. has filed a Follow-on Equity Offering in the amount of $8 million.Cheetah Net Supply Chain Service Inc. has filed a Follow-on Equity Offering in the amount of $8 million. Security Name: Class A Common Stock Security Type: Common Stock
お知らせ • Nov 18Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) executed a Letter of Intent to acquire Edward Transit Express Group Inc. from Juguang Zhang for $1.5 million.Cheetah Net Supply Chain Service Inc. (NasdaqCM:CTNT) executed a Letter of Intent to acquire Edward Transit Express Group Inc. from Juguang Zhang for $1.5 million on November 15, 2023. Consideration for the Acquisition shall include a cash consideration of $0.3 million and a share consideration involving the issuance of the Purchaser’s unregistered Class A common with the per share price being determined at 80% of the average closing price over the last 10 business days prior to the Closing Date. The Share Consideration shall bear a market value of $1.2 million. Following the closing of the Acquisition, the Purchaser shall assume all liabilities of the Target and shall effectuate payment in accordance with the original terms thereof. Consummation of the Acquisition as contemplated hereby will be subject to customary conditions, including but not limited to:(i)Approval by board of directors of the Purchaser; (ii) The Purchaser’s shareholders’ approval, if necessary, under applicable laws and regulations; (iii) Approval by the Target’s board of directors; (iv)Approval by the Sellers;(v) Receipt of all governmental, regulatory, and third-party requisite approvals and consents; with each party to use its reasonable best efforts to obtain such approvals and consents; and (vi) The results of the due diligence to be conducted by the legal, financial, and accounting advisors of the Purchaser being satisfactory to the Purchaser’s board of directors in their sole discretion. The date on which the Acquisition closes shall be referred to herein as the “ Closing Date ,” which shall be 20 days after the execution of the Definitive Agreements. The anticipated completion timeframe is early 2024.
Reported Earnings • Nov 10Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: US$0.007. Net income: US$122.9k (up US$122.9k from 3Q 2022).
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to US$1.09, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 13x in the Retail Distributors industry in the US.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$1.68, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 15x in the Retail Distributors industry in the US.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$1.93, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 15x in the Retail Distributors industry in the US.
Reported Earnings • Sep 07Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: US$0.009. Net income: US$155.7k (up US$155.7k from 2Q 2022).
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 25%After last week's 25% share price gain to US$2.98, the stock trades at a trailing P/E ratio of 42.2x. Average trailing P/E is 16x in the Retail Distributors industry in the US.
お知らせ • Aug 02Cheetah Net Supply Chain Service Inc. has completed an IPO in the amount of $5 million.Cheetah Net Supply Chain Service Inc. has completed an IPO in the amount of $5 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 1,250,000 Price\Range: $4 Discount Per Security: $0.28
