View ValuationGinlong Technologies 향후 성장Future 기준 점검 5/6Ginlong Technologies (는) 각각 연간 38.3% 및 29% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 38.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.1% 로 예상됩니다.핵심 정보38.3%이익 성장률38.29%EPS 성장률Electrical 이익 성장25.4%매출 성장률29.0%향후 자기자본이익률16.09%애널리스트 커버리지Low마지막 업데이트09 Jul 2026최근 향후 성장 업데이트Price Target Changed • Jan 02Price target increased by 15% to CN¥81.12Up from CN¥70.59, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CN¥71.41. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥3.00 for next year compared to CN¥1.75 last year.Price Target Changed • Aug 17Price target increased by 13% to CN¥66.59Up from CN¥59.19, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥65.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of CN¥2.64 for next year compared to CN¥1.75 last year.Major Estimate Revision • May 05Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥10.1b to CN¥8.48b. EPS estimate fell from CN¥3.49 to CN¥2.74 per share. Net income forecast to grow 40% next year vs 49% growth forecast for Electrical industry in China. Consensus price target down from CN¥75.05 to CN¥65.19. Share price rose 2.2% to CN¥52.40 over the past week.Price Target Changed • May 01Price target decreased by 11% to CN¥65.19Down from CN¥73.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of CN¥52.40. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of CN¥2.47 for next year compared to CN¥1.98 last year.Price Target Changed • Dec 23Price target increased by 7.6% to CN¥75.64Up from CN¥70.28, the current price target is an average from 5 analysts. New target price is 17% above last closing price of CN¥64.85. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.Price Target Changed • Dec 17Price target increased by 8.4% to CN¥71.86Up from CN¥66.28, the current price target is an average from 6 analysts. New target price is 9.0% above last closing price of CN¥65.90. Stock is up 11% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥71.34, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electrical industry in China. Total loss to shareholders of 32% over the past three years.공고 • Jun 30Ginlong Technologies Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Ginlong Technologies Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥93.82, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Electrical industry in China. Total loss to shareholders of 2.1% over the past three years.Declared Dividend • May 25Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 151% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 27x in the Electrical industry in China. Total returns to shareholders of 9.3% over the past three years.Reported Earnings • Apr 27First quarter 2026 earnings released: EPS: CN¥0.15 (vs CN¥0.49 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.15 (down from CN¥0.49 in 1Q 2025). Revenue: CN¥1.42b (down 6.5% from 1Q 2025). Net income: CN¥61.2m (down 69% from 1Q 2025). Profit margin: 4.3% (down from 13% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.New Risk • Apr 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (72% net debt to equity). Share price has been volatile over the past 3 months (9.2% average weekly change). Profit margins are more than 30% lower than last year (8.9% net profit margin).공고 • Apr 27Ginlong Technologies Co., Ltd., Annual General Meeting, May 18, 2026Ginlong Technologies Co., Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiangshan County, Zhejiang ChinaValuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥88.34, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the Electrical industry in China. Total loss to shareholders of 30% over the past three years.공고 • Mar 31Ginlong Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Ginlong Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026New Risk • Mar 20New 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 8.4% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (78% net debt to equity). Share price has been volatile over the past 3 months (8.4% average weekly change).Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥120, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 28x in the Electrical industry in China. Total loss to shareholders of 11% over the past three years.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥88.31, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 27x in the Electrical industry in China. Total loss to shareholders of 42% over the past three years.Price Target Changed • Jan 02Price target increased by 15% to CN¥81.12Up from CN¥70.59, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CN¥71.41. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥3.00 for next year compared to CN¥1.75 last year.공고 • Dec 31Ginlong Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥70.91, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Electrical industry in China. Total loss to shareholders of 64% over the past three years.New Risk • Nov 13New 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risk High level of debt (78% net debt to equity).Reported Earnings • Oct 15Third quarter 2025 earnings released: EPS: CN¥0.67 (vs CN¥0.80 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.67 (down from CN¥0.80 in 3Q 2024). Revenue: CN¥1.87b (up 3.4% from 3Q 2024). Net income: CN¥263.3m (down 17% from 3Q 2024). Profit margin: 14% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.공고 • Sep 30Ginlong Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 15, 2025Ginlong Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 15, 2025New Risk • Sep 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 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (89% net debt to equity). Share price has been volatile over the past 3 months (7.4% average weekly change).Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 32%After last week's 32% share price gain to CN¥89.24, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Electrical industry in China. Total loss to shareholders of 65% over the past three years.Price Target Changed • Aug 17Price target increased by 13% to CN¥66.59Up from CN¥59.19, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥65.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of CN¥2.64 for next year compared to CN¥1.75 last year.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: CN¥1.03 (vs CN¥0.86 in 2Q 2024)Second quarter 2025 results: EPS: CN¥1.03 (up from CN¥0.86 in 2Q 2024). Revenue: CN¥2.28b (up 16% from 2Q 2024). Net income: CN¥407.5m (up 23% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.공고 • Jul 02Ginlong Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 15, 2025Ginlong Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 15, 2025Declared Dividend • May 24Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2025 Payment date: 28th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (99% net debt to equity). Share price has been volatile over the past 3 months (8.5% average weekly change).Major Estimate Revision • May 05Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥10.1b to CN¥8.48b. EPS estimate fell from CN¥3.49 to CN¥2.74 per share. Net income forecast to grow 40% next year vs 49% growth forecast for Electrical industry in China. Consensus price target down from CN¥75.05 to CN¥65.19. Share price rose 2.2% to CN¥52.40 over the past week.Price Target Changed • May 01Price target decreased by 11% to CN¥65.19Down from CN¥73.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of CN¥52.40. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of CN¥2.47 for next year compared to CN¥1.98 last year.Reported Earnings • Apr 30Third quarter 2024 earnings released: EPS: CN¥0.80 (vs CN¥0.31 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.80 (up from CN¥0.31 in 3Q 2023). Revenue: CN¥1.81b (up 30% from 3Q 2023). Net income: CN¥316.6m (up 155% from 3Q 2023). Profit margin: 18% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.공고 • Apr 29Ginlong Technologies Co., Ltd., Annual General Meeting, May 19, 2025Ginlong Technologies Co., Ltd., Annual General Meeting, May 19, 2025, at 15:00 China Standard Time.New Risk • Apr 07New 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 8.3% 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 Debt is not well covered by operating cash flow (17% operating cash flow to total debt). High level of non-cash earnings (26% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥46.39, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.60 per share.공고 • Mar 31Ginlong Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Ginlong Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025분석 기사 • Mar 19Ginlong Technologies (SZSE:300763) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Feb 06Investors Aren't Entirely Convinced By Ginlong Technologies Co., Ltd.'s (SZSE:300763) EarningsGinlong Technologies Co., Ltd.'s ( SZSE:300763 ) price-to-earnings (or "P/E") ratio of 30.2x might make it look like a...공고 • Dec 31Ginlong Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025Price Target Changed • Dec 23Price target increased by 7.6% to CN¥75.64Up from CN¥70.28, the current price target is an average from 5 analysts. New target price is 17% above last closing price of CN¥64.85. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.Price Target Changed • Dec 17Price target increased by 8.4% to CN¥71.86Up from CN¥66.28, the current price target is an average from 6 analysts. New target price is 9.0% above last closing price of CN¥65.90. Stock is up 11% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.공고 • Nov 16Ginlong Technologies Co., Ltd. Announces Board AppointmentsGinlong Technologies Co., Ltd. announced the appointment of He Rui, non-independent director. The company also announced the appointment of Li Yushan, independent director, at the EGM held on November 14, 2024.분석 기사 • Nov 07Ginlong Technologies Co., Ltd.'s (SZSE:300763) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of InvestorsThe Ginlong Technologies Co., Ltd. ( SZSE:300763 ) share price has softened a substantial 26% over the previous 30...분석 기사 • Nov 05Ginlong Technologies' (SZSE:300763) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Ginlong Technologies Co., Ltd.'s ( SZSE:300763 ) latest earnings release. Our analysis...Major Estimate Revision • Nov 05Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥7.98b to CN¥6.93b. EPS estimate fell from CN¥2.60 to CN¥2.26 per share. Net income forecast to grow 76% next year vs 50% growth forecast for Electrical industry in China. Consensus price target up from CN¥60.61 to CN¥66.28. Share price fell 3.3% to CN¥72.03 over the past week.Price Target Changed • Nov 02Price target increased by 9.3% to CN¥66.28Up from CN¥60.61, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CN¥69.15. Stock is up 6.5% over the past year. The company is forecast to post earnings per share of CN¥2.26 for next year compared to CN¥1.98 last year.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.80 (vs CN¥0.31 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.80 (up from CN¥0.31 in 3Q 2023). Revenue: CN¥1.81b (up 30% from 3Q 2023). Net income: CN¥316.6m (up 155% from 3Q 2023). Profit margin: 18% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.분석 기사 • Oct 20Be Wary Of Ginlong Technologies (SZSE:300763) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to CN¥71.71, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.16 per share.공고 • Sep 30Ginlong Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Ginlong Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥71.38, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.28 per share.분석 기사 • Sep 20Ginlong Technologies Co., Ltd. (SZSE:300763) Not Lagging Market On Growth Or PricingGinlong Technologies Co., Ltd.'s ( SZSE:300763 ) price-to-earnings (or "P/E") ratio of 48.7x might make it look like a...Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥66.36, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.48 per share.Major Estimate Revision • Sep 04Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥7.08b to CN¥7.98b. EPS estimate increased from CN¥2.26 to CN¥2.60 per share. Net income forecast to grow 132% next year vs 44% growth forecast for Electrical industry in China. Consensus price target broadly unchanged at CN¥60.61. Share price rose 5.1% to CN¥56.99 over the past week.분석 기사 • Sep 01Analyst Forecasts For Ginlong Technologies Co., Ltd. (SZSE:300763) Are Surging HigherCelebrations may be in order for Ginlong Technologies Co., Ltd. ( SZSE:300763 ) shareholders, with the analysts...Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.86 (vs CN¥0.75 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.86 (up from CN¥0.75 in 2Q 2023). Revenue: CN¥1.96b (up 23% from 2Q 2023). Net income: CN¥331.9m (up 9.6% from 2Q 2023). Profit margin: 17% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥67.09. The fair value is estimated to be CN¥53.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.분석 기사 • Jul 16Ginlong Technologies (SZSE:300763) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥58.71, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥44.61 per share.New Risk • Jul 01New 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 8.5% 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 Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (59% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Profit margins are more than 30% lower than last year (8.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).공고 • Jun 29Ginlong Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Ginlong Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024분석 기사 • Jun 21Ginlong Technologies Co., Ltd.'s (SZSE:300763) Share Price Is Still Matching Investor Opinion Despite 26% SlumpThe Ginlong Technologies Co., Ltd. ( SZSE:300763 ) share price has fared very poorly over the last month, falling by a...분석 기사 • Jun 16Ginlong Technologies (SZSE:300763) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Major Estimate Revision • May 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥8.19b to CN¥7.06b. EPS estimate fell from CN¥3.14 to CN¥2.20 per share. Net income forecast to grow 187% next year vs 45% growth forecast for Electrical industry in China. Consensus price target down from CN¥68.59 to CN¥61.76. Share price was steady at CN¥53.55 over the past week.분석 기사 • May 05Ginlong Technologies' (SZSE:300763) Earnings Quality Is LowShareholders didn't appear too concerned by Ginlong Technologies Co., Ltd.'s ( SZSE:300763 ) weak earnings. We did some...분석 기사 • May 03News Flash: 9 Analysts Think Ginlong Technologies Co., Ltd. (SZSE:300763) Earnings Are Under ThreatMarket forces rained on the parade of Ginlong Technologies Co., Ltd. ( SZSE:300763 ) shareholders today, when the...분석 기사 • May 01Earnings Update: Ginlong Technologies Co., Ltd. (SZSE:300763) Just Reported And Analysts Are Trimming Their ForecastsThe first-quarter results for Ginlong Technologies Co., Ltd. ( SZSE:300763 ) were released last week, making it a good...New Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (59% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (8.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).공고 • Apr 30Ginlong Technologies Co., Ltd., Annual General Meeting, May 20, 2024Ginlong Technologies Co., Ltd., Annual General Meeting, May 20, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiangshan County, Zhejiang China분석 기사 • Apr 29Are Ginlong Technologies Co., Ltd. (SZSE:300763) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Ginlong Technologies is CN¥46.21 based on 2 Stage Free Cash Flow to Equity...Reported Earnings • Apr 29Full year 2023 earnings released: EPS: CN¥1.98 (vs CN¥2.86 in FY 2022)Full year 2023 results: EPS: CN¥1.98 (down from CN¥2.86 in FY 2022). Revenue: CN¥6.10b (up 3.6% from FY 2022). Net income: CN¥779.4m (down 27% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 7.8% to CN¥55.78. The fair value is estimated to be CN¥46.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Buy Or Sell Opportunity • Apr 17Now 21% overvaluedOver the last 90 days, the stock has fallen 29% to CN¥56.49. The fair value is estimated to be CN¥46.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Earnings per share has grown by 49%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.공고 • Mar 30Ginlong Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Ginlong Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024분석 기사 • Mar 29Does Ginlong Technologies (SZSE:300763) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Mar 13There Is A Reason Ginlong Technologies Co., Ltd.'s (SZSE:300763) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 23.5x Ginlong Technologies Co., Ltd. ( SZSE:300763 ) may be sending...분석 기사 • Feb 27The Returns On Capital At Ginlong Technologies (SZSE:300763) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥60.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥44.17 per share.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥77.83, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥45.57 per share.공고 • Dec 29Ginlong Technologies Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥67.28, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 9.4% over the past three years.Major Estimate Revision • Nov 01Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.67b to CN¥6.24b. EPS estimate fell from CN¥3.89 to CN¥2.49 per share. Net income forecast to grow 56% next year vs 54% growth forecast for Electrical industry in China. Consensus price target down from CN¥95.16 to CN¥87.30. Share price fell 14% to CN¥65.18 over the past week.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.83 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.31 (down from CN¥0.83 in 3Q 2022). Revenue: CN¥1.39b (down 19% from 3Q 2022). Net income: CN¥124.3m (down 59% from 3Q 2022). Profit margin: 8.9% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥67.66, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 41% over the past three years.Price Target Changed • Oct 18Price target decreased by 12% to CN¥95.16Down from CN¥108, the current price target is an average from 7 analysts. New target price is 19% above last closing price of CN¥79.90. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥3.89 for next year compared to CN¥2.86 last year.Price Target Changed • Sep 20Price target decreased by 7.4% to CN¥102Down from CN¥110, the current price target is an average from 8 analysts. New target price is 44% above last closing price of CN¥70.90. Stock is down 70% over the past year. The company is forecast to post earnings per share of CN¥3.98 for next year compared to CN¥2.86 last year.Price Target Changed • Sep 13Price target decreased by 7.9% to CN¥108Down from CN¥117, the current price target is an average from 8 analysts. New target price is 51% above last closing price of CN¥71.31. Stock is down 72% over the past year. The company is forecast to post earnings per share of CN¥4.04 for next year compared to CN¥2.86 last year.Major Estimate Revision • Sep 05Consensus revenue estimates fall by 25%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥10.2b to CN¥7.67b. EPS estimate fell from CN¥4.91 to CN¥4.08 per share. Net income forecast to grow 64% next year vs 61% growth forecast for Electrical industry in China. Consensus price target down from CN¥129 to CN¥117. Share price fell 2.1% to CN¥76.12 over the past week.Price Target Changed • Sep 02Price target decreased by 9.7% to CN¥117Down from CN¥129, the current price target is an average from 8 analysts. New target price is 58% above last closing price of CN¥73.86. Stock is down 68% over the past year. The company is forecast to post earnings per share of CN¥4.08 for next year compared to CN¥2.86 last year.공고 • Sep 01Ginlong Technologies Co., Ltd. (SZSE:300763) announces an Equity Buyback for CNY 100 million worth of its shares.Ginlong Technologies Co., Ltd. (SZSE:300763) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased for a price not be more than CNY 135 per share. The purpose of the program The repurchased shares will be used for ESOP and equity incentive plan. The plan will be valid for 12 months.Reported Earnings • Aug 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.75 (up from CN¥0.63 in 2Q 2022). Revenue: CN¥1.60b (up 19% from 2Q 2022). Net income: CN¥302.9m (up 30% from 2Q 2022). Profit margin: 19% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.New Risk • Aug 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (86% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (8.6% increase in shares outstanding).Buying Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 139% in 2 years. Earnings is forecast to grow by 132% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Electrical industry in China. Total returns to shareholders of 309% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.New Risk • Jul 11New 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 7.2% 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 Risk High level of non-cash earnings (86% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).공고 • Jul 04Ginlong Technologies Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 07 July 2023Ginlong Technologies Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY 4.00000000. Record date is 06 July 2023. Ex-date is 07 July 2023. Payment date is 07 July 2023.Price Target Changed • Jun 02Price target decreased by 10% to CN¥141Down from CN¥157, the current price target is an average from 7 analysts. New target price is 39% above last closing price of CN¥101. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥4.90 for next year compared to CN¥2.86 last year.Buying Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be CN¥135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 136% in 2 years. Earnings is forecast to grow by 136% in the next 2 years.공고 • May 18+ 1 more updateGinlong Technologies Co., Ltd. Appoints Independent DirectorsGinlong Technologies Co., Ltd. approved By-election of independent directors, cumulative voting system applicable: Hu Huaquan and Lou Hongying, at its Annual General Meeting of 2022 on 16 May 2023.Major Estimate Revision • May 18Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥11.2b to CN¥10.0b. EPS estimate fell from CN¥5.12 to CN¥5.06 per share. Net income forecast to grow 77% next year vs 59% growth forecast for Electrical industry in China. Consensus price target down from CN¥200 to CN¥164. Share price was steady at CN¥108 over the past week.이익 및 매출 성장 예측SZSE:300763 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202816,3552,257N/A3,614212/31/202712,9651,822N/A2,687312/31/202610,2611,401N/A2,13533/31/20266,8536101,7091,925N/A12/31/20256,9527431,9252,203N/A9/30/20257,0438881,9082,349N/A6/30/20256,9819411,6142,268N/A3/31/20256,6638665202,306N/A12/31/20246,542691-1,5802,051N/A9/30/20246,621697-3,4181,799N/A6/30/20246,205504-6,0091,081N/A3/31/20245,843476-7,380259N/A12/31/20236,101779-6,733383N/A9/30/20236,3641,108-6,599359N/A6/30/20236,6991,289-5,521559N/A3/31/20236,4421,219-4,1611,021N/A1/1/20235,8901,060-3,228962N/A9/30/20225,175814-2,501878N/A6/30/20224,300634-1,745685N/A3/31/20223,798532-1,299664N/A1/1/20223,312474-1,028633N/A9/30/20213,037471-456499N/A6/30/20212,810438-278459N/A3/31/20212,420366-67337N/A12/31/20202,08431862365N/A9/30/20201,71526494305N/A6/30/20201,455214122276N/A3/31/20201,26017885223N/A12/31/20191,139127N/A143N/A9/30/20191,018110N/A202N/A6/30/2019855106N/A124N/A3/31/2019851119N/A130N/A12/31/2018831118N/A107N/A9/30/2018833122N/A33N/A6/30/2018878125N/A152N/A3/31/2018797106N/A101N/A12/31/2017823118N/A149N/A9/30/201766687N/A89N/A6/30/201750956N/A29N/A3/31/201739843N/A31N/A12/31/201628630N/A33N/A9/30/201625326N/A22N/A6/30/201621923N/A11N/A3/31/201619822N/A11N/A12/31/201517720N/A12N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 300763 의 연간 예상 수익 증가율(38.3%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 300763 의 연간 수익(38.3%)이 CN 시장(25.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 300763 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 300763 의 수익(연간 29%)이 CN 시장(연간 15.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 300763 의 수익(연간 29%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 300763의 자본 수익률은 3년 후 16.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/20 06:13종가2026/07/20 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Ginlong Technologies Co., Ltd.는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jiani LiuChina International Capital Corporation LimitedYan MaChina International Capital Corporation LimitedTao ZengChina International Capital Corporation Limited7명의 분석가 더 보기
Price Target Changed • Jan 02Price target increased by 15% to CN¥81.12Up from CN¥70.59, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CN¥71.41. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥3.00 for next year compared to CN¥1.75 last year.
Price Target Changed • Aug 17Price target increased by 13% to CN¥66.59Up from CN¥59.19, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥65.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of CN¥2.64 for next year compared to CN¥1.75 last year.
Major Estimate Revision • May 05Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥10.1b to CN¥8.48b. EPS estimate fell from CN¥3.49 to CN¥2.74 per share. Net income forecast to grow 40% next year vs 49% growth forecast for Electrical industry in China. Consensus price target down from CN¥75.05 to CN¥65.19. Share price rose 2.2% to CN¥52.40 over the past week.
Price Target Changed • May 01Price target decreased by 11% to CN¥65.19Down from CN¥73.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of CN¥52.40. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of CN¥2.47 for next year compared to CN¥1.98 last year.
Price Target Changed • Dec 23Price target increased by 7.6% to CN¥75.64Up from CN¥70.28, the current price target is an average from 5 analysts. New target price is 17% above last closing price of CN¥64.85. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.
Price Target Changed • Dec 17Price target increased by 8.4% to CN¥71.86Up from CN¥66.28, the current price target is an average from 6 analysts. New target price is 9.0% above last closing price of CN¥65.90. Stock is up 11% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥71.34, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electrical industry in China. Total loss to shareholders of 32% over the past three years.
공고 • Jun 30Ginlong Technologies Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Ginlong Technologies Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥93.82, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Electrical industry in China. Total loss to shareholders of 2.1% over the past three years.
Declared Dividend • May 25Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 151% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 27x in the Electrical industry in China. Total returns to shareholders of 9.3% over the past three years.
Reported Earnings • Apr 27First quarter 2026 earnings released: EPS: CN¥0.15 (vs CN¥0.49 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.15 (down from CN¥0.49 in 1Q 2025). Revenue: CN¥1.42b (down 6.5% from 1Q 2025). Net income: CN¥61.2m (down 69% from 1Q 2025). Profit margin: 4.3% (down from 13% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
New Risk • Apr 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (72% net debt to equity). Share price has been volatile over the past 3 months (9.2% average weekly change). Profit margins are more than 30% lower than last year (8.9% net profit margin).
공고 • Apr 27Ginlong Technologies Co., Ltd., Annual General Meeting, May 18, 2026Ginlong Technologies Co., Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiangshan County, Zhejiang China
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥88.34, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the Electrical industry in China. Total loss to shareholders of 30% over the past three years.
공고 • Mar 31Ginlong Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Ginlong Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
New Risk • Mar 20New 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 8.4% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (78% net debt to equity). Share price has been volatile over the past 3 months (8.4% average weekly change).
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥120, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 28x in the Electrical industry in China. Total loss to shareholders of 11% over the past three years.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥88.31, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 27x in the Electrical industry in China. Total loss to shareholders of 42% over the past three years.
Price Target Changed • Jan 02Price target increased by 15% to CN¥81.12Up from CN¥70.59, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CN¥71.41. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥3.00 for next year compared to CN¥1.75 last year.
공고 • Dec 31Ginlong Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥70.91, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Electrical industry in China. Total loss to shareholders of 64% over the past three years.
New Risk • Nov 13New 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risk High level of debt (78% net debt to equity).
Reported Earnings • Oct 15Third quarter 2025 earnings released: EPS: CN¥0.67 (vs CN¥0.80 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.67 (down from CN¥0.80 in 3Q 2024). Revenue: CN¥1.87b (up 3.4% from 3Q 2024). Net income: CN¥263.3m (down 17% from 3Q 2024). Profit margin: 14% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
공고 • Sep 30Ginlong Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 15, 2025Ginlong Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 15, 2025
New Risk • Sep 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 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (89% net debt to equity). Share price has been volatile over the past 3 months (7.4% average weekly change).
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 32%After last week's 32% share price gain to CN¥89.24, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Electrical industry in China. Total loss to shareholders of 65% over the past three years.
Price Target Changed • Aug 17Price target increased by 13% to CN¥66.59Up from CN¥59.19, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥65.20. Stock is up 10% over the past year. The company is forecast to post earnings per share of CN¥2.64 for next year compared to CN¥1.75 last year.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: CN¥1.03 (vs CN¥0.86 in 2Q 2024)Second quarter 2025 results: EPS: CN¥1.03 (up from CN¥0.86 in 2Q 2024). Revenue: CN¥2.28b (up 16% from 2Q 2024). Net income: CN¥407.5m (up 23% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
공고 • Jul 02Ginlong Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 15, 2025Ginlong Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 15, 2025
Declared Dividend • May 24Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 28th May 2025 Payment date: 28th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (99% net debt to equity). Share price has been volatile over the past 3 months (8.5% average weekly change).
Major Estimate Revision • May 05Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥10.1b to CN¥8.48b. EPS estimate fell from CN¥3.49 to CN¥2.74 per share. Net income forecast to grow 40% next year vs 49% growth forecast for Electrical industry in China. Consensus price target down from CN¥75.05 to CN¥65.19. Share price rose 2.2% to CN¥52.40 over the past week.
Price Target Changed • May 01Price target decreased by 11% to CN¥65.19Down from CN¥73.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of CN¥52.40. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of CN¥2.47 for next year compared to CN¥1.98 last year.
Reported Earnings • Apr 30Third quarter 2024 earnings released: EPS: CN¥0.80 (vs CN¥0.31 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.80 (up from CN¥0.31 in 3Q 2023). Revenue: CN¥1.81b (up 30% from 3Q 2023). Net income: CN¥316.6m (up 155% from 3Q 2023). Profit margin: 18% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
공고 • Apr 29Ginlong Technologies Co., Ltd., Annual General Meeting, May 19, 2025Ginlong Technologies Co., Ltd., Annual General Meeting, May 19, 2025, at 15:00 China Standard Time.
New Risk • Apr 07New 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 8.3% 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 Debt is not well covered by operating cash flow (17% operating cash flow to total debt). High level of non-cash earnings (26% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥46.39, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.60 per share.
공고 • Mar 31Ginlong Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Ginlong Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
분석 기사 • Mar 19Ginlong Technologies (SZSE:300763) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Feb 06Investors Aren't Entirely Convinced By Ginlong Technologies Co., Ltd.'s (SZSE:300763) EarningsGinlong Technologies Co., Ltd.'s ( SZSE:300763 ) price-to-earnings (or "P/E") ratio of 30.2x might make it look like a...
공고 • Dec 31Ginlong Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
Price Target Changed • Dec 23Price target increased by 7.6% to CN¥75.64Up from CN¥70.28, the current price target is an average from 5 analysts. New target price is 17% above last closing price of CN¥64.85. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.
Price Target Changed • Dec 17Price target increased by 8.4% to CN¥71.86Up from CN¥66.28, the current price target is an average from 6 analysts. New target price is 9.0% above last closing price of CN¥65.90. Stock is up 11% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥1.98 last year.
공고 • Nov 16Ginlong Technologies Co., Ltd. Announces Board AppointmentsGinlong Technologies Co., Ltd. announced the appointment of He Rui, non-independent director. The company also announced the appointment of Li Yushan, independent director, at the EGM held on November 14, 2024.
분석 기사 • Nov 07Ginlong Technologies Co., Ltd.'s (SZSE:300763) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of InvestorsThe Ginlong Technologies Co., Ltd. ( SZSE:300763 ) share price has softened a substantial 26% over the previous 30...
분석 기사 • Nov 05Ginlong Technologies' (SZSE:300763) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Ginlong Technologies Co., Ltd.'s ( SZSE:300763 ) latest earnings release. Our analysis...
Major Estimate Revision • Nov 05Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥7.98b to CN¥6.93b. EPS estimate fell from CN¥2.60 to CN¥2.26 per share. Net income forecast to grow 76% next year vs 50% growth forecast for Electrical industry in China. Consensus price target up from CN¥60.61 to CN¥66.28. Share price fell 3.3% to CN¥72.03 over the past week.
Price Target Changed • Nov 02Price target increased by 9.3% to CN¥66.28Up from CN¥60.61, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CN¥69.15. Stock is up 6.5% over the past year. The company is forecast to post earnings per share of CN¥2.26 for next year compared to CN¥1.98 last year.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.80 (vs CN¥0.31 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.80 (up from CN¥0.31 in 3Q 2023). Revenue: CN¥1.81b (up 30% from 3Q 2023). Net income: CN¥316.6m (up 155% from 3Q 2023). Profit margin: 18% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
분석 기사 • Oct 20Be Wary Of Ginlong Technologies (SZSE:300763) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to CN¥71.71, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.16 per share.
공고 • Sep 30Ginlong Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Ginlong Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥71.38, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.28 per share.
분석 기사 • Sep 20Ginlong Technologies Co., Ltd. (SZSE:300763) Not Lagging Market On Growth Or PricingGinlong Technologies Co., Ltd.'s ( SZSE:300763 ) price-to-earnings (or "P/E") ratio of 48.7x might make it look like a...
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥66.36, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.48 per share.
Major Estimate Revision • Sep 04Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥7.08b to CN¥7.98b. EPS estimate increased from CN¥2.26 to CN¥2.60 per share. Net income forecast to grow 132% next year vs 44% growth forecast for Electrical industry in China. Consensus price target broadly unchanged at CN¥60.61. Share price rose 5.1% to CN¥56.99 over the past week.
분석 기사 • Sep 01Analyst Forecasts For Ginlong Technologies Co., Ltd. (SZSE:300763) Are Surging HigherCelebrations may be in order for Ginlong Technologies Co., Ltd. ( SZSE:300763 ) shareholders, with the analysts...
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.86 (vs CN¥0.75 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.86 (up from CN¥0.75 in 2Q 2023). Revenue: CN¥1.96b (up 23% from 2Q 2023). Net income: CN¥331.9m (up 9.6% from 2Q 2023). Profit margin: 17% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥67.09. The fair value is estimated to be CN¥53.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
분석 기사 • Jul 16Ginlong Technologies (SZSE:300763) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥58.71, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥44.61 per share.
New Risk • Jul 01New 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 8.5% 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 Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (59% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Profit margins are more than 30% lower than last year (8.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).
공고 • Jun 29Ginlong Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Ginlong Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
분석 기사 • Jun 21Ginlong Technologies Co., Ltd.'s (SZSE:300763) Share Price Is Still Matching Investor Opinion Despite 26% SlumpThe Ginlong Technologies Co., Ltd. ( SZSE:300763 ) share price has fared very poorly over the last month, falling by a...
분석 기사 • Jun 16Ginlong Technologies (SZSE:300763) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Major Estimate Revision • May 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥8.19b to CN¥7.06b. EPS estimate fell from CN¥3.14 to CN¥2.20 per share. Net income forecast to grow 187% next year vs 45% growth forecast for Electrical industry in China. Consensus price target down from CN¥68.59 to CN¥61.76. Share price was steady at CN¥53.55 over the past week.
분석 기사 • May 05Ginlong Technologies' (SZSE:300763) Earnings Quality Is LowShareholders didn't appear too concerned by Ginlong Technologies Co., Ltd.'s ( SZSE:300763 ) weak earnings. We did some...
분석 기사 • May 03News Flash: 9 Analysts Think Ginlong Technologies Co., Ltd. (SZSE:300763) Earnings Are Under ThreatMarket forces rained on the parade of Ginlong Technologies Co., Ltd. ( SZSE:300763 ) shareholders today, when the...
분석 기사 • May 01Earnings Update: Ginlong Technologies Co., Ltd. (SZSE:300763) Just Reported And Analysts Are Trimming Their ForecastsThe first-quarter results for Ginlong Technologies Co., Ltd. ( SZSE:300763 ) were released last week, making it a good...
New Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). High level of non-cash earnings (59% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (8.1% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).
공고 • Apr 30Ginlong Technologies Co., Ltd., Annual General Meeting, May 20, 2024Ginlong Technologies Co., Ltd., Annual General Meeting, May 20, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiangshan County, Zhejiang China
분석 기사 • Apr 29Are Ginlong Technologies Co., Ltd. (SZSE:300763) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Ginlong Technologies is CN¥46.21 based on 2 Stage Free Cash Flow to Equity...
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: CN¥1.98 (vs CN¥2.86 in FY 2022)Full year 2023 results: EPS: CN¥1.98 (down from CN¥2.86 in FY 2022). Revenue: CN¥6.10b (up 3.6% from FY 2022). Net income: CN¥779.4m (down 27% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 7.8% to CN¥55.78. The fair value is estimated to be CN¥46.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Buy Or Sell Opportunity • Apr 17Now 21% overvaluedOver the last 90 days, the stock has fallen 29% to CN¥56.49. The fair value is estimated to be CN¥46.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Earnings per share has grown by 49%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
공고 • Mar 30Ginlong Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Ginlong Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
분석 기사 • Mar 29Does Ginlong Technologies (SZSE:300763) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 • Mar 13There Is A Reason Ginlong Technologies Co., Ltd.'s (SZSE:300763) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 23.5x Ginlong Technologies Co., Ltd. ( SZSE:300763 ) may be sending...
분석 기사 • Feb 27The Returns On Capital At Ginlong Technologies (SZSE:300763) Don't Inspire ConfidenceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥60.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥44.17 per share.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥77.83, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥45.57 per share.
공고 • Dec 29Ginlong Technologies Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024Ginlong Technologies Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥67.28, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 9.4% over the past three years.
Major Estimate Revision • Nov 01Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.67b to CN¥6.24b. EPS estimate fell from CN¥3.89 to CN¥2.49 per share. Net income forecast to grow 56% next year vs 54% growth forecast for Electrical industry in China. Consensus price target down from CN¥95.16 to CN¥87.30. Share price fell 14% to CN¥65.18 over the past week.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.83 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.31 (down from CN¥0.83 in 3Q 2022). Revenue: CN¥1.39b (down 19% from 3Q 2022). Net income: CN¥124.3m (down 59% from 3Q 2022). Profit margin: 8.9% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥67.66, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electrical industry in China. Total returns to shareholders of 41% over the past three years.
Price Target Changed • Oct 18Price target decreased by 12% to CN¥95.16Down from CN¥108, the current price target is an average from 7 analysts. New target price is 19% above last closing price of CN¥79.90. Stock is down 61% over the past year. The company is forecast to post earnings per share of CN¥3.89 for next year compared to CN¥2.86 last year.
Price Target Changed • Sep 20Price target decreased by 7.4% to CN¥102Down from CN¥110, the current price target is an average from 8 analysts. New target price is 44% above last closing price of CN¥70.90. Stock is down 70% over the past year. The company is forecast to post earnings per share of CN¥3.98 for next year compared to CN¥2.86 last year.
Price Target Changed • Sep 13Price target decreased by 7.9% to CN¥108Down from CN¥117, the current price target is an average from 8 analysts. New target price is 51% above last closing price of CN¥71.31. Stock is down 72% over the past year. The company is forecast to post earnings per share of CN¥4.04 for next year compared to CN¥2.86 last year.
Major Estimate Revision • Sep 05Consensus revenue estimates fall by 25%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥10.2b to CN¥7.67b. EPS estimate fell from CN¥4.91 to CN¥4.08 per share. Net income forecast to grow 64% next year vs 61% growth forecast for Electrical industry in China. Consensus price target down from CN¥129 to CN¥117. Share price fell 2.1% to CN¥76.12 over the past week.
Price Target Changed • Sep 02Price target decreased by 9.7% to CN¥117Down from CN¥129, the current price target is an average from 8 analysts. New target price is 58% above last closing price of CN¥73.86. Stock is down 68% over the past year. The company is forecast to post earnings per share of CN¥4.08 for next year compared to CN¥2.86 last year.
공고 • Sep 01Ginlong Technologies Co., Ltd. (SZSE:300763) announces an Equity Buyback for CNY 100 million worth of its shares.Ginlong Technologies Co., Ltd. (SZSE:300763) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased for a price not be more than CNY 135 per share. The purpose of the program The repurchased shares will be used for ESOP and equity incentive plan. The plan will be valid for 12 months.
Reported Earnings • Aug 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.75 (up from CN¥0.63 in 2Q 2022). Revenue: CN¥1.60b (up 19% from 2Q 2022). Net income: CN¥302.9m (up 30% from 2Q 2022). Profit margin: 19% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (86% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (8.6% increase in shares outstanding).
Buying Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 139% in 2 years. Earnings is forecast to grow by 132% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥114, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Electrical industry in China. Total returns to shareholders of 309% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.
New Risk • Jul 11New 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 7.2% 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 Risk High level of non-cash earnings (86% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding).
공고 • Jul 04Ginlong Technologies Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 07 July 2023Ginlong Technologies Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY 4.00000000. Record date is 06 July 2023. Ex-date is 07 July 2023. Payment date is 07 July 2023.
Price Target Changed • Jun 02Price target decreased by 10% to CN¥141Down from CN¥157, the current price target is an average from 7 analysts. New target price is 39% above last closing price of CN¥101. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥4.90 for next year compared to CN¥2.86 last year.
Buying Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be CN¥135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 136% in 2 years. Earnings is forecast to grow by 136% in the next 2 years.
공고 • May 18+ 1 more updateGinlong Technologies Co., Ltd. Appoints Independent DirectorsGinlong Technologies Co., Ltd. approved By-election of independent directors, cumulative voting system applicable: Hu Huaquan and Lou Hongying, at its Annual General Meeting of 2022 on 16 May 2023.
Major Estimate Revision • May 18Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥11.2b to CN¥10.0b. EPS estimate fell from CN¥5.12 to CN¥5.06 per share. Net income forecast to grow 77% next year vs 59% growth forecast for Electrical industry in China. Consensus price target down from CN¥200 to CN¥164. Share price was steady at CN¥108 over the past week.