공고 • Jun 30
Leedarson IoT Technology Inc. to Report First Half, 2026 Results on Aug 22, 2026 Leedarson IoT Technology Inc. announced that they will report first half, 2026 results on Aug 22, 2026 Declared Dividend • Jun 10
Dividend reduced to CN¥0.21 Dividend of CN¥0.21 is 50% lower than last year. Ex-date: 12th June 2026 Payment date: 12th June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 14% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 27% to shift the payout ratio to a potentially unsustainable range, which is more than the 22% EPS decline seen over the last 5 years. Valuation Update With 7 Day Price Move • May 20
Investor sentiment deteriorates as stock falls 33% After last week's 33% share price decline to CN¥19.24, the stock trades at a trailing P/E ratio of 60.5x. Average forward P/E is 27x in the Electrical industry in China. Total returns to shareholders of 31% over the past year. Board Change • May 20
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Zhong Chen was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. 공고 • Apr 25
Leedarson IoT Technology Inc., Annual General Meeting, May 15, 2026 Leedarson IoT Technology Inc., Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: No. 1511, Fanghu North 2nd Road, Huli District, Xiamen, Fujian China 공고 • Mar 30
Leedarson IoT Technology Inc. to Report Q1, 2026 Results on Apr 25, 2026 Leedarson IoT Technology Inc. announced that they will report Q1, 2026 results on Apr 25, 2026 공고 • Dec 26
Leedarson IoT Technology Inc. to Report Fiscal Year 2025 Results on Apr 25, 2026 Leedarson IoT Technology Inc. announced that they will report fiscal year 2025 results on Apr 25, 2026 공고 • Sep 30
Leedarson IoT Technology Inc. to Report Q3, 2025 Results on Oct 28, 2025 Leedarson IoT Technology Inc. announced that they will report Q3, 2025 results on Oct 28, 2025 공고 • Jun 30
Leedarson IoT Technology Inc. to Report First Half, 2025 Results on Aug 26, 2025 Leedarson IoT Technology Inc. announced that they will report first half, 2025 results on Aug 26, 2025 공고 • Apr 22
Leedarson IoT Technology Inc., Annual General Meeting, May 13, 2025 Leedarson IoT Technology Inc., Annual General Meeting, May 13, 2025, at 14:30 China Standard Time. Location: No. 1511, Fanghu North 2nd Road, Huli District, Xiamen, Fujian China 공고 • Mar 28
Leedarson IoT Technology Inc. to Report Q1, 2025 Results on Apr 22, 2025 Leedarson IoT Technology Inc. announced that they will report Q1, 2025 results on Apr 22, 2025 공고 • Dec 27
Leedarson IoT Technology Inc. to Report Fiscal Year 2024 Results on Apr 22, 2025 Leedarson IoT Technology Inc. announced that they will report fiscal year 2024 results on Apr 22, 2025 Buy Or Sell Opportunity • Nov 01
Now 22% undervalued Over the last 90 days, the stock has risen 2.2% to CN¥15.26. The fair value is estimated to be CN¥19.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.2%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 64% in the next 2 years. Reported Earnings • Oct 28
Third quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.29 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.26 (down from CN¥0.29 in 3Q 2023). Revenue: CN¥1.96b (down 1.7% from 3Q 2023). Net income: CN¥129.7m (down 13% from 3Q 2023). Profit margin: 6.6% (down from 7.5% in 3Q 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Buy Or Sell Opportunity • Oct 10
Now 21% undervalued Over the last 90 days, the stock has risen 2.8% to CN¥15.60. The fair value is estimated to be CN¥19.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.9%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 46% in the next 2 years. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥16.42, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Electrical industry in China. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.66 per share. 공고 • Sep 30
Leedarson IoT Technology Inc. to Report Q3, 2024 Results on Oct 26, 2024 Leedarson IoT Technology Inc. announced that they will report Q3, 2024 results on Oct 26, 2024 New Risk • Aug 23
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Reported Earnings • Aug 13
Second quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.16 (up from CN¥0.14 in 2Q 2023). Revenue: CN¥1.56b (down 1.3% from 2Q 2023). Net income: CN¥80.3m (up 18% from 2Q 2023). Profit margin: 5.1% (up from 4.3% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China. 공고 • Jun 28
Leedarson IoT Technology Inc. to Report First Half, 2024 Results on Aug 13, 2024 Leedarson IoT Technology Inc. announced that they will report first half, 2024 results on Aug 13, 2024 Reported Earnings • Apr 24
First quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.068 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.068 in 1Q 2023). Revenue: CN¥1.41b (down 4.5% from 1Q 2023). Net income: CN¥68.9m (up 100% from 1Q 2023). Profit margin: 4.9% (up from 2.3% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electrical industry in China. 공고 • Apr 23
Leedarson IoT Technology Inc., Annual General Meeting, May 15, 2024 Leedarson IoT Technology Inc., Annual General Meeting, May 15, 2024, at 14:45 China Standard Time. Location: No. 1511, Fanghu North 2nd Road, Huli District, Xiamen, Fujian China 공고 • Mar 30
Leedarson IoT Technology Inc. to Report Q1, 2024 Results on Apr 23, 2024 Leedarson IoT Technology Inc. announced that they will report Q1, 2024 results on Apr 23, 2024 Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥13.26, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electrical industry in China. Valuation Update With 7 Day Price Move • Jan 19
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥17.67, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electrical industry in China. 공고 • Dec 30
Leedarson IoT Technology Inc. to Report Fiscal Year 2023 Results on Apr 23, 2024 Leedarson IoT Technology Inc. announced that they will report fiscal year 2023 results on Apr 23, 2024 Reported Earnings • Oct 24
Third quarter 2023 earnings released: EPS: CN¥0.29 (vs CN¥0.38 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.29 (down from CN¥0.38 in 3Q 2022). Revenue: CN¥2.00b (down 6.4% from 3Q 2022). Net income: CN¥148.7m (down 21% from 3Q 2022). Profit margin: 7.5% (down from 8.9% in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Electrical industry in China. 공고 • Sep 30
Leedarson IoT Technology Inc. to Report Q3, 2023 Results on Oct 24, 2023 Leedarson IoT Technology Inc. announced that they will report Q3, 2023 results on Oct 24, 2023 Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥18.03, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Electrical industry in China. Reported Earnings • Aug 08
Second quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.38 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.14 (down from CN¥0.38 in 2Q 2022). Revenue: CN¥1.59b (down 25% from 2Q 2022). Net income: CN¥67.9m (down 64% from 2Q 2022). Profit margin: 4.3% (down from 9.0% in 2Q 2022). Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Electrical industry in China. 공고 • Jun 28
Leedarson IoT Technology Inc. to Report First Half, 2023 Results on Aug 08, 2023 Leedarson IoT Technology Inc. announced that they will report first half, 2023 results on Aug 08, 2023 Board Change • Jun 15
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Xiaoyan Yang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.