View ValuationChengdu M&S Electronics TechnologyLtd 향후 성장Future 기준 점검 5/6Chengdu M&S Electronics TechnologyLtd (는) 각각 연간 72.2% 및 33.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 72.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10% 로 예상됩니다.핵심 정보72.2%이익 성장률72.45%EPS 성장률Aerospace & Defense 이익 성장30.8%매출 성장률33.4%향후 자기자본이익률10.03%애널리스트 커버리지Low마지막 업데이트22 Apr 2026최근 향후 성장 업데이트Price Target Changed • Dec 10Price target decreased by 42% to CN¥35.00Down from CN¥60.00, the current price target is provided by 1 analyst. New target price is 6.5% above last closing price of CN¥32.85. Stock is down 38% over the past year. The company is forecast to post a net loss per share of CN¥1.25 next year compared to a net loss per share of CN¥0.43 last year.Major Estimate Revision • Oct 31Consensus revenue estimates fall by 30%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥805.0m to CN¥562.0m. EPS estimate fell from CN¥1.47 to CN¥0.76 per share. Net income forecast to grow 969% next year vs 56% growth forecast for Aerospace & Defense industry in China. Consensus price target of CN¥44.14 unchanged from last update. Share price rose 15% to CN¥51.38 over the past week.모든 업데이트 보기Recent updatesReported Earnings • Apr 22Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.10 loss per share (improved from CN¥1.70 loss in FY 2024). Revenue: CN¥525.1m (up 277% from FY 2024). Net loss: CN¥16.4m (loss narrowed 94% from FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.공시 • Apr 22Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 13, 2026Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China공시 • Mar 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026Reported Earnings • Mar 05Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.10 loss per share (improved from CN¥1.70 loss in FY 2024). Revenue: CN¥525.1m (up 277% from FY 2024). Net loss: CN¥16.2m (loss narrowed 94% from FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.New Risk • Mar 03New 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 Chinese stocks, typically moving 9.9% 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. This is currently the only risk that has been identified for the company.New Risk • Dec 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% 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. This is currently the only risk that has been identified for the company.공시 • Dec 26Chengdu M&S Electronics Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026공시 • Dec 11Sichuan Development Leading Capital Management Co., Ltd. completed the acquisition of 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong.Sichuan Development Leading Capital Management Co., Ltd. agreed to acquire 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong for approximately CNY 320 million on October 16, 2025. Sichuan Development Leading Capital Management Co., Ltd. completed the acquisition of 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong on December 9, 2025.Reported Earnings • Oct 28Third quarter 2025 earnings released: CN¥0.061 loss per share (vs CN¥0.53 loss in 3Q 2024)Third quarter 2025 results: CN¥0.061 loss per share (improved from CN¥0.53 loss in 3Q 2024). Revenue: CN¥128.5m (up CN¥121.4m from 3Q 2024). Net loss: CN¥10.4m (loss narrowed 88% from 3Q 2024). Revenue is forecast to grow 54% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.공시 • Sep 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025공시 • Jun 30Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025공시 • Apr 30Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 22, 2025Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time.Reported Earnings • Apr 25First quarter 2025 earnings released: CN¥0.09 loss per share (vs CN¥0.14 loss in 1Q 2024)First quarter 2025 results: CN¥0.09 loss per share (improved from CN¥0.14 loss in 1Q 2024). Revenue: CN¥21.1m (up 48% from 1Q 2024). Net loss: CN¥15.0m (loss narrowed 31% from 1Q 2024). Revenue is forecast to grow 65% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.공시 • Mar 28Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025Reported Earnings • Mar 02Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: CN¥1.68 loss per share (further deteriorated from CN¥0.43 loss in FY 2023). Revenue: CN¥151.3m (down 54% from FY 2023). Net loss: CN¥267.7m (loss widened 376% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.공시 • Dec 27Chengdu M&S Electronics Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025Price Target Changed • Dec 10Price target decreased by 42% to CN¥35.00Down from CN¥60.00, the current price target is provided by 1 analyst. New target price is 6.5% above last closing price of CN¥32.85. Stock is down 38% over the past year. The company is forecast to post a net loss per share of CN¥1.25 next year compared to a net loss per share of CN¥0.43 last year.Reported Earnings • Oct 29Third quarter 2024 earnings released: CN¥0.53 loss per share (vs CN¥0.80 loss in 3Q 2023)Third quarter 2024 results: CN¥0.53 loss per share. Revenue: CN¥7.03m (down 82% from 3Q 2023). Net loss: CN¥84.6m (loss widened 333% from 3Q 2023). Revenue is forecast to grow 92% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Aerospace & Defense industry in China.분석 기사 • Oct 21Is Chengdu M&S Electronics TechnologyLtd (SHSE:688311) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Sep 30New 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 Chinese stocks, typically moving 9.5% 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. This is currently the only risk that has been identified for the company.공시 • Sep 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024공시 • Jun 28Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024분석 기사 • Jun 06Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) Stocks Pounded By 26% But Not Lagging Industry On Growth Or PricingTo the annoyance of some shareholders, Chengdu M&S Electronics Technology Co.,Ltd. ( SHSE:688311 ) shares are down a...공시 • Apr 29Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 17, 2024Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan ChinaReported Earnings • Apr 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.43 loss per share (down from CN¥0.16 profit in FY 2022). Revenue: CN¥331.3m (down 31% from FY 2022). Net loss: CN¥56.3m (down 317% from profit in FY 2022). Revenue missed analyst estimates by 38%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 62% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.분석 기사 • Apr 17Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) Shares Could Be 34% Above Their Intrinsic Value EstimateKey Insights Chengdu M&S Electronics TechnologyLtd's estimated fair value is CN¥17.62 based on Dividend Discount Model...공시 • Mar 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024분석 기사 • Mar 13Revenues Tell The Story For Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) As Its Stock Soars 27%Chengdu M&S Electronics Technology Co.,Ltd. ( SHSE:688311 ) shareholders are no doubt pleased to see that the share...Reported Earnings • Feb 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.40 loss per share (down from CN¥0.16 profit in FY 2022). Revenue: CN¥334.4m (down 30% from FY 2022). Net loss: CN¥52.6m (down 303% from profit in FY 2022). Revenue missed analyst estimates by 38%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 61% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Oct 31Consensus revenue estimates fall by 30%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥805.0m to CN¥562.0m. EPS estimate fell from CN¥1.47 to CN¥0.76 per share. Net income forecast to grow 969% next year vs 56% growth forecast for Aerospace & Defense industry in China. Consensus price target of CN¥44.14 unchanged from last update. Share price rose 15% to CN¥51.38 over the past week.Reported Earnings • Oct 25Third quarter 2023 earnings released: CN¥0.80 loss per share (vs CN¥0.001 loss in 3Q 2022)Third quarter 2023 results: CN¥0.80 loss per share (further deteriorated from CN¥0.001 loss in 3Q 2022). Revenue: CN¥40.0m (down 62% from 3Q 2022). Net loss: CN¥19.5m (loss widened CN¥19.4m from 3Q 2022). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: CN¥0.44 (vs CN¥0.20 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.44 (up from CN¥0.20 in 2Q 2022). Revenue: CN¥193.0m (up 66% from 2Q 2022). Net income: CN¥50.6m (up 125% from 2Q 2022). Profit margin: 26% (up from 19% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.공시 • Jun 28Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 15, 2023Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 15, 2023Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.23 (down from CN¥1.18 in FY 2021). Revenue: CN¥478.9m (flat on FY 2021). Net income: CN¥26.0m (down 81% from FY 2021). Profit margin: 5.4% (down from 28% in FY 2021). Revenue missed analyst estimates by 32%. Earnings per share (EPS) also missed analyst estimates by 86%.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: CN¥0.24 (vs CN¥1.18 in FY 2021)Full year 2022 results: EPS: CN¥0.24 (down from CN¥1.18 in FY 2021). Revenue: CN¥472.4m (flat on FY 2021). Net income: CN¥27.0m (down 80% from FY 2021). Profit margin: 5.7% (down from 28% in FY 2021).Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 31Third quarter 2022 earnings released: CN¥0.002 loss per share (vs CN¥0.03 profit in 3Q 2021)Third quarter 2022 results: CN¥0.002 loss per share (down from CN¥0.03 profit in 3Q 2021). Revenue: CN¥103.9m (up 60% from 3Q 2021). Net loss: CN¥160.4k (down 105% from profit in 3Q 2021). Revenue is forecast to grow 54% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Aerospace & Defense industry in China.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥64.50, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 33x in the Aerospace & Defense industry in China. Total loss to shareholders of 3.7% over the past year.공시 • Mar 04Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) announces an Equity Buyback for CNY 50 million worth of its shares.Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million. The shares will be repurchased at a price of not more than CNY 70 per share. The shares repurchased this time are intended to be used for the implementation of employee stock ownership plans or equity incentives. The source of funds for the repurchase of shares is the company's own funds. The program will be valid for a period of 12 months.Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥1.22 (up from CN¥1.09 in FY 2020). Revenue: CN¥483.2m (up 14% from FY 2020). Net income: CN¥139.8m (up 31% from FY 2020). Profit margin: 29% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 62%, compared to a 32% growth forecast for the industry in China.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.03 (vs CN¥0.024 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥65.2m (up 21% from 3Q 2020). Net income: CN¥3.36m (up 51% from 3Q 2020). Profit margin: 5.2% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.34 (vs CN¥0.45 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥149.4m (up 44% from 2Q 2020). Net income: CN¥47.0m (up 21% from 2Q 2020). Profit margin: 31% (down from 38% in 2Q 2020). The decrease in margin was driven by higher expenses.공시 • Aug 05Chengdu M&S Electronics Technology Co.,Ltd.(SHSE:688311) dropped from Shenzhen Stock Exchange Composite IndexChengdu M&S Electronics Technology Co.,Ltd. has been removed from Shenzhen SE Composite index .Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥79.85, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 40x in the Aerospace & Defense industry in China.Reported Earnings • May 05First quarter 2021 earnings released: EPS CN¥0.01 (vs CN¥0.07 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥19.9m (up 33% from 1Q 2020). Net income: CN¥916.8k (up CN¥6.93m from 1Q 2020). Profit margin: 4.6% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue.Is New 90 Day High Low • Mar 09New 90-day low: CN¥71.60The company is down 21% from its price of CN¥90.77 on 09 December 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥10.64 per share.Analyst Estimate Surprise Post Earnings • Mar 04Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 68%, compared to a 21% growth forecast for the Aerospace & Defense industry in China.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥1.09 (vs CN¥0.86 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥413.7m (up 46% from FY 2019). Net income: CN¥109.7m (up 50% from FY 2019). Profit margin: 27% (in line with FY 2019).Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥76.00, the stock is trading at a trailing P/E ratio of 79.9x, down from the previous P/E ratio of 98x. This compares to an average P/E of 66x in the Aerospace & Defense industry in China.Is New 90 Day High Low • Feb 03New 90-day low: CN¥88.69The company is down 5.0% from its price of CN¥93.27 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥10.94 per share.Is New 90 Day High Low • Dec 23New 90-day high: CN¥110The company is up 6.0% from its price of CN¥104 on 24 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 3.0% over the same period.이익 및 매출 성장 예측SHSE:688311 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,443268N/A318112/31/2027966171N/A90212/31/2026779106N/A34413/31/2026516-17160180N/A12/31/2025525-16190206N/A9/30/2025301-192-69N/A6/30/2025179-266-78-61N/A3/31/2025146-265-259-245N/A12/31/2024139-272-352-302N/A9/30/2024144-195-185-119N/A6/30/2024177-130-181-98N/A3/31/2024304-59-180-70N/A12/31/2023331-56-223-86N/A9/30/202352028-12461N/A6/30/202358447-91128N/A3/31/202350819-16779N/A12/31/202247926-26941N/A9/30/202247493-32820N/A6/30/202243597-355-24N/A3/31/2022468121-326-35N/A12/31/2021476134-11678N/A9/30/2021485123-6763N/A6/30/2021474122-9255N/A3/31/2021428114-7375N/A12/31/2020423107-6369N/A9/30/202033486-125-6N/A6/30/202032186-7011N/A3/31/202029575-6030N/A12/31/201928373N/A27N/A12/31/201820232N/A51N/A12/31/20171615N/A48N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688311 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(2.4%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 688311 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 688311 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 688311 의 수익(연간 33.4%)이 CN 시장(연간 16.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 688311 의 수익(연간 33.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688311의 자본 수익률은 3년 후 10%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 16:24종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Chengdu M&S Electronics Technology Co.,Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Chenshuo FuCitic Securities Co., Ltd.Chao HuaGuosen Securities Co., Ltd.Xing WangHuatai Research2명의 분석가 더 보기
Price Target Changed • Dec 10Price target decreased by 42% to CN¥35.00Down from CN¥60.00, the current price target is provided by 1 analyst. New target price is 6.5% above last closing price of CN¥32.85. Stock is down 38% over the past year. The company is forecast to post a net loss per share of CN¥1.25 next year compared to a net loss per share of CN¥0.43 last year.
Major Estimate Revision • Oct 31Consensus revenue estimates fall by 30%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥805.0m to CN¥562.0m. EPS estimate fell from CN¥1.47 to CN¥0.76 per share. Net income forecast to grow 969% next year vs 56% growth forecast for Aerospace & Defense industry in China. Consensus price target of CN¥44.14 unchanged from last update. Share price rose 15% to CN¥51.38 over the past week.
Reported Earnings • Apr 22Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.10 loss per share (improved from CN¥1.70 loss in FY 2024). Revenue: CN¥525.1m (up 277% from FY 2024). Net loss: CN¥16.4m (loss narrowed 94% from FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
공시 • Apr 22Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 13, 2026Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China
공시 • Mar 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
Reported Earnings • Mar 05Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.10 loss per share (improved from CN¥1.70 loss in FY 2024). Revenue: CN¥525.1m (up 277% from FY 2024). Net loss: CN¥16.2m (loss narrowed 94% from FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
New Risk • Mar 03New 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 Chinese stocks, typically moving 9.9% 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. This is currently the only risk that has been identified for the company.
New Risk • Dec 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% 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. This is currently the only risk that has been identified for the company.
공시 • Dec 26Chengdu M&S Electronics Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026
공시 • Dec 11Sichuan Development Leading Capital Management Co., Ltd. completed the acquisition of 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong.Sichuan Development Leading Capital Management Co., Ltd. agreed to acquire 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong for approximately CNY 320 million on October 16, 2025. Sichuan Development Leading Capital Management Co., Ltd. completed the acquisition of 6.25% stake in Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) from Chengdu Rongtou Innovation Investment Co., Ltd., Nanjing Mengsheng Zhihe Enterprise Management Partnership Enterprise (Limited Partnership), Nanjing Mengsheng Chuanghe Enterprise Management Partnership Enterprise (Limited Partnership) and Xiang Rong on December 9, 2025.
Reported Earnings • Oct 28Third quarter 2025 earnings released: CN¥0.061 loss per share (vs CN¥0.53 loss in 3Q 2024)Third quarter 2025 results: CN¥0.061 loss per share (improved from CN¥0.53 loss in 3Q 2024). Revenue: CN¥128.5m (up CN¥121.4m from 3Q 2024). Net loss: CN¥10.4m (loss narrowed 88% from 3Q 2024). Revenue is forecast to grow 54% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
공시 • Sep 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
공시 • Jun 30Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
공시 • Apr 30Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 22, 2025Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time.
Reported Earnings • Apr 25First quarter 2025 earnings released: CN¥0.09 loss per share (vs CN¥0.14 loss in 1Q 2024)First quarter 2025 results: CN¥0.09 loss per share (improved from CN¥0.14 loss in 1Q 2024). Revenue: CN¥21.1m (up 48% from 1Q 2024). Net loss: CN¥15.0m (loss narrowed 31% from 1Q 2024). Revenue is forecast to grow 65% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.
공시 • Mar 28Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
Reported Earnings • Mar 02Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: CN¥1.68 loss per share (further deteriorated from CN¥0.43 loss in FY 2023). Revenue: CN¥151.3m (down 54% from FY 2023). Net loss: CN¥267.7m (loss widened 376% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.
공시 • Dec 27Chengdu M&S Electronics Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Price Target Changed • Dec 10Price target decreased by 42% to CN¥35.00Down from CN¥60.00, the current price target is provided by 1 analyst. New target price is 6.5% above last closing price of CN¥32.85. Stock is down 38% over the past year. The company is forecast to post a net loss per share of CN¥1.25 next year compared to a net loss per share of CN¥0.43 last year.
Reported Earnings • Oct 29Third quarter 2024 earnings released: CN¥0.53 loss per share (vs CN¥0.80 loss in 3Q 2023)Third quarter 2024 results: CN¥0.53 loss per share. Revenue: CN¥7.03m (down 82% from 3Q 2023). Net loss: CN¥84.6m (loss widened 333% from 3Q 2023). Revenue is forecast to grow 92% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Aerospace & Defense industry in China.
분석 기사 • Oct 21Is Chengdu M&S Electronics TechnologyLtd (SHSE:688311) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Sep 30New 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 Chinese stocks, typically moving 9.5% 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. This is currently the only risk that has been identified for the company.
공시 • Sep 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
공시 • Jun 28Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
분석 기사 • Jun 06Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) Stocks Pounded By 26% But Not Lagging Industry On Growth Or PricingTo the annoyance of some shareholders, Chengdu M&S Electronics Technology Co.,Ltd. ( SHSE:688311 ) shares are down a...
공시 • Apr 29Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 17, 2024Chengdu M&S Electronics Technology Co.,Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China
Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.43 loss per share (down from CN¥0.16 profit in FY 2022). Revenue: CN¥331.3m (down 31% from FY 2022). Net loss: CN¥56.3m (down 317% from profit in FY 2022). Revenue missed analyst estimates by 38%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 62% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
분석 기사 • Apr 17Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) Shares Could Be 34% Above Their Intrinsic Value EstimateKey Insights Chengdu M&S Electronics TechnologyLtd's estimated fair value is CN¥17.62 based on Dividend Discount Model...
공시 • Mar 30Chengdu M&S Electronics Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
분석 기사 • Mar 13Revenues Tell The Story For Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) As Its Stock Soars 27%Chengdu M&S Electronics Technology Co.,Ltd. ( SHSE:688311 ) shareholders are no doubt pleased to see that the share...
Reported Earnings • Feb 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.40 loss per share (down from CN¥0.16 profit in FY 2022). Revenue: CN¥334.4m (down 30% from FY 2022). Net loss: CN¥52.6m (down 303% from profit in FY 2022). Revenue missed analyst estimates by 38%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 61% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Oct 31Consensus revenue estimates fall by 30%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥805.0m to CN¥562.0m. EPS estimate fell from CN¥1.47 to CN¥0.76 per share. Net income forecast to grow 969% next year vs 56% growth forecast for Aerospace & Defense industry in China. Consensus price target of CN¥44.14 unchanged from last update. Share price rose 15% to CN¥51.38 over the past week.
Reported Earnings • Oct 25Third quarter 2023 earnings released: CN¥0.80 loss per share (vs CN¥0.001 loss in 3Q 2022)Third quarter 2023 results: CN¥0.80 loss per share (further deteriorated from CN¥0.001 loss in 3Q 2022). Revenue: CN¥40.0m (down 62% from 3Q 2022). Net loss: CN¥19.5m (loss widened CN¥19.4m from 3Q 2022). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: CN¥0.44 (vs CN¥0.20 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.44 (up from CN¥0.20 in 2Q 2022). Revenue: CN¥193.0m (up 66% from 2Q 2022). Net income: CN¥50.6m (up 125% from 2Q 2022). Profit margin: 26% (up from 19% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Aerospace & Defense industry in China. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
공시 • Jun 28Chengdu M&S Electronics Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 15, 2023Chengdu M&S Electronics Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 15, 2023
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.23 (down from CN¥1.18 in FY 2021). Revenue: CN¥478.9m (flat on FY 2021). Net income: CN¥26.0m (down 81% from FY 2021). Profit margin: 5.4% (down from 28% in FY 2021). Revenue missed analyst estimates by 32%. Earnings per share (EPS) also missed analyst estimates by 86%.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: CN¥0.24 (vs CN¥1.18 in FY 2021)Full year 2022 results: EPS: CN¥0.24 (down from CN¥1.18 in FY 2021). Revenue: CN¥472.4m (flat on FY 2021). Net income: CN¥27.0m (down 80% from FY 2021). Profit margin: 5.7% (down from 28% in FY 2021).
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 31Third quarter 2022 earnings released: CN¥0.002 loss per share (vs CN¥0.03 profit in 3Q 2021)Third quarter 2022 results: CN¥0.002 loss per share (down from CN¥0.03 profit in 3Q 2021). Revenue: CN¥103.9m (up 60% from 3Q 2021). Net loss: CN¥160.4k (down 105% from profit in 3Q 2021). Revenue is forecast to grow 54% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Aerospace & Defense industry in China.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥64.50, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 33x in the Aerospace & Defense industry in China. Total loss to shareholders of 3.7% over the past year.
공시 • Mar 04Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) announces an Equity Buyback for CNY 50 million worth of its shares.Chengdu M&S Electronics Technology Co.,Ltd. (SHSE:688311) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million. The shares will be repurchased at a price of not more than CNY 70 per share. The shares repurchased this time are intended to be used for the implementation of employee stock ownership plans or equity incentives. The source of funds for the repurchase of shares is the company's own funds. The program will be valid for a period of 12 months.
Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥1.22 (up from CN¥1.09 in FY 2020). Revenue: CN¥483.2m (up 14% from FY 2020). Net income: CN¥139.8m (up 31% from FY 2020). Profit margin: 29% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 62%, compared to a 32% growth forecast for the industry in China.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.03 (vs CN¥0.024 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥65.2m (up 21% from 3Q 2020). Net income: CN¥3.36m (up 51% from 3Q 2020). Profit margin: 5.2% (up from 4.1% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.34 (vs CN¥0.45 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥149.4m (up 44% from 2Q 2020). Net income: CN¥47.0m (up 21% from 2Q 2020). Profit margin: 31% (down from 38% in 2Q 2020). The decrease in margin was driven by higher expenses.
공시 • Aug 05Chengdu M&S Electronics Technology Co.,Ltd.(SHSE:688311) dropped from Shenzhen Stock Exchange Composite IndexChengdu M&S Electronics Technology Co.,Ltd. has been removed from Shenzhen SE Composite index .
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥79.85, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 40x in the Aerospace & Defense industry in China.
Reported Earnings • May 05First quarter 2021 earnings released: EPS CN¥0.01 (vs CN¥0.07 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥19.9m (up 33% from 1Q 2020). Net income: CN¥916.8k (up CN¥6.93m from 1Q 2020). Profit margin: 4.6% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue.
Is New 90 Day High Low • Mar 09New 90-day low: CN¥71.60The company is down 21% from its price of CN¥90.77 on 09 December 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥10.64 per share.
Analyst Estimate Surprise Post Earnings • Mar 04Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 68%, compared to a 21% growth forecast for the Aerospace & Defense industry in China.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥1.09 (vs CN¥0.86 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥413.7m (up 46% from FY 2019). Net income: CN¥109.7m (up 50% from FY 2019). Profit margin: 27% (in line with FY 2019).
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥76.00, the stock is trading at a trailing P/E ratio of 79.9x, down from the previous P/E ratio of 98x. This compares to an average P/E of 66x in the Aerospace & Defense industry in China.
Is New 90 Day High Low • Feb 03New 90-day low: CN¥88.69The company is down 5.0% from its price of CN¥93.27 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥10.94 per share.
Is New 90 Day High Low • Dec 23New 90-day high: CN¥110The company is up 6.0% from its price of CN¥104 on 24 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 3.0% over the same period.