View ValuationSuzhou Recodeal Interconnect SystemLtd 향후 성장Future 기준 점검 6/6Suzhou Recodeal Interconnect SystemLtd (는) 각각 연간 37.6% 및 28.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 34.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.6% 로 예상됩니다.핵심 정보37.6%이익 성장률34.59%EPS 성장률Electrical 이익 성장26.4%매출 성장률28.7%향후 자기자본이익률20.56%애널리스트 커버리지Low마지막 업데이트05 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xuehua Yu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 21+ 1 more updateSuzhou Recodeal Interconnect System Co.,Ltd announced that it expects to receive CNY 300 million in fundingSuzhou Recodeal Interconnect System Co.,Ltd has announced private placement to issue A shares not more than 30% of total share capital at an issue price of not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds not more then CNY 300,000,000 on April 20, 2026. The transaction will include investor participation not more than 35 investors. The transaction is approved by 4th directorate in 30th meeting of proposal about submitting a proposal to the shareholders meeting to authorize the directorate to Implement a simplified private placement of shares. The transaction is subject to approval of company’s annual shareholders. All the securities issued in the offering is subject to a hold period of 6 months from date of issuance.공시 • Mar 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2026 Results on Apr 29, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2026 results on Apr 29, 2026공시 • Dec 26Suzhou Recodeal Interconnect System Co.,Ltd to Report Fiscal Year 2025 Results on Apr 21, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report fiscal year 2025 results on Apr 21, 2026공시 • Sep 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q3, 2025 Results on Oct 30, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q3, 2025 results on Oct 30, 2025공시 • Jun 30Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2025 Results on Aug 29, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2025 results on Aug 29, 2025공시 • Apr 15Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2025Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2025, at 14:30 China Standard Time. Location: 2F, Building A, No. 998, Songjia Road, Wusongjiang Science and Technology Industrial Park, Wuzhong District, Suzhou, Jiangsu China공시 • Mar 28Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2025 Results on Apr 29, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2025 results on Apr 29, 2025공시 • Dec 27Suzhou Recodeal Interconnect System Co.,Ltd to Report Fiscal Year 2024 Results on Apr 15, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report fiscal year 2024 results on Apr 15, 2025Buy Or Sell Opportunity • Nov 12Now 23% undervaluedOver the last 90 days, the stock has risen 86% to CN¥43.30. The fair value is estimated to be CN¥56.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥36.17, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 6.9% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥55.86 per share.Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.12 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.12 in 3Q 2023). Revenue: CN¥631.3m (up 61% from 3Q 2023). Net income: CN¥41.0m (up 41% from 3Q 2023). Profit margin: 6.5% (down from 7.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥35.75, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 15% over the past year.New Risk • Sep 30New 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: Major Risk High level of non-cash earnings (44% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (7.2% net profit margin).공시 • Sep 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q3, 2024 Results on Oct 25, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q3, 2024 results on Oct 25, 2024Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥24.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Electrical industry in China. Total loss to shareholders of 38% over the past year.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.31 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.31 in 2Q 2023). Revenue: CN¥495.7m (up 55% from 2Q 2023). Net income: CN¥23.3m (down 8.6% from 2Q 2023). Profit margin: 4.7% (down from 8.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China.공시 • Jun 28Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2024 Results on Aug 22, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2024 results on Aug 22, 2024공시 • Apr 19Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 09, 2024Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 09, 2024, at 14:30 China Standard Time. Location: 2F, Building A, No. 998, Songjia Road, Wusongjiang Science and Technology Industrial Park, Wuzhong District, Suzhou, Jiangsu ChinaReported Earnings • Apr 18Full year 2023 earnings released: EPS: CN¥0.86 (vs CN¥1.65 in FY 2022)Full year 2023 results: EPS: CN¥0.86 (down from CN¥1.65 in FY 2022). Revenue: CN¥1.55b (down 4.3% from FY 2022). Net income: CN¥136.8m (down 46% from FY 2022). Profit margin: 8.8% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥24.32, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 58% over the past year.공시 • Mar 29Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024Reported Earnings • Feb 07Full year 2023 earnings released: EPS: CN¥0.90 (vs CN¥1.65 in FY 2022)Full year 2023 results: EPS: CN¥0.90 (down from CN¥1.65 in FY 2022). Revenue: CN¥1.56b (down 4.2% from FY 2022). Net income: CN¥142.1m (down 44% from FY 2022). Profit margin: 9.1% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electrical industry in China.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥26.55, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 67% over the past year.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥33.80, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 53% over the past year.New Risk • Dec 12New 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 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (48% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (10% net profit margin).Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥47.49, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Electrical industry in China.Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.46 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.46 in 3Q 2022). Revenue: CN¥392.4m (down 8.8% from 3Q 2022). Net income: CN¥29.3m (down 59% from 3Q 2022). Profit margin: 7.5% (down from 17% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.New Risk • Oct 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 10% Last year net profit margin: 16% 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 Risk High level of non-cash earnings (48% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (10% net profit margin).공시 • Oct 11Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces an Equity Buyback for 1,100,000 shares, for CNY 66 million.Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces a share repurchase program. Under the program, the company will repurchase up to 1,100,000 shares, for CNY 66 million worth of shares. The shares will be repurchased at a price of not more than CNY 60 per share. The shares purchased will be used for the equity incentives or employee stock ownership plans. The program will be valid till 12 months.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥46.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Electrical industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥73.30 per share.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.46 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.31 (down from CN¥0.46 in 2Q 2022). Revenue: CN¥319.5m (down 14% from 2Q 2022). Net income: CN¥25.7m (down 63% from 2Q 2022). Profit margin: 8.0% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.Buying Opportunity • Aug 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥59.46, however this is not to be taken as a buy 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 42%. Revenue is forecast to grow by 144% in 2 years. Earnings is forecast to grow by 119% in the next 2 years.New Risk • Jun 14New 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 6.9% 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 (40% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (4.8% increase in shares outstanding).Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥2.31 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥2.31 (up from CN¥1.23 in FY 2021). Revenue: CN¥1.63b (up 80% from FY 2021). Net income: CN¥252.7m (up 122% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electrical industry in China.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥2.33 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥2.33 (up from CN¥1.23 in FY 2021). Revenue: CN¥1.63b (up 80% from FY 2021). Net income: CN¥254.8m (up 124% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 28% growth forecast for the Electrical industry in China.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥114, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 23x in the Electrical industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥162 per share.Board Change • Dec 14No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Yan Wang was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측XSSC:688800 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20287,579956N/A943112/31/20275,540602N/A609312/31/20264,472459N/A25323/31/20263,141282-28317N/A12/31/20253,151299-90198N/A9/30/20253,146302-389-92N/A6/30/20252,981267-371-109N/A3/31/20252,714209-163174N/A12/31/20242,415175-23457N/A9/30/20242,104147-66271N/A6/30/20241,865135-457113N/A3/31/20241,689137-40794N/A12/31/20231,555137-321164N/A9/30/20231,501151-37778N/A6/30/20231,539194-116105N/A3/31/20231,592238-96155N/A12/31/20221,625253-121108N/A9/30/20221,467239-9988N/A6/30/20221,291203-5599N/A3/31/20221,116153-119-14N/A12/31/2021902114-2439N/A9/30/2021755842999N/A6/30/2021656672695N/A3/31/20216698168109N/A12/31/20206107473113N/A9/30/2020595724976N/A6/30/2020581656585N/A3/31/2020485412845N/A12/31/201950842N/A16N/A9/30/201950141N/A23N/A6/30/201949441N/A30N/A3/31/201947239N/A36N/A12/31/201845038N/A41N/A9/30/201844546N/A24N/A6/30/201844055N/A6N/A3/31/201843054N/A21N/A12/31/201742053N/A36N/A9/30/201737647N/A18N/A6/30/201733242N/A0N/A3/31/201732042N/A-24N/A12/31/201630842N/A-48N/A9/30/201628241N/AN/AN/A6/30/201625639N/A-2N/A3/31/201622338N/A17N/A12/31/201519037N/A36N/A9/30/201517230N/AN/AN/A6/30/201515523N/A34N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688800 의 연간 예상 수익 증가율(37.6%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 688800 의 연간 수익(37.6%)이 CN 시장(26.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 688800 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 688800 의 수익(연간 28.7%)이 CN 시장(연간 16.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 688800 의 수익(연간 28.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688800의 자본 수익률은 3년 후 20.6%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 18:04종가2026/06/10 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Suzhou Recodeal Interconnect System Co.,Ltd는 9명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Liangbi ZhaoChina Galaxy Securities Co., Ltd.Xinyi ZhengChina International Capital Corporation LimitedYayuan HuangCitic Securities Co., Ltd.6명의 분석가 더 보기
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Xuehua Yu was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 21+ 1 more updateSuzhou Recodeal Interconnect System Co.,Ltd announced that it expects to receive CNY 300 million in fundingSuzhou Recodeal Interconnect System Co.,Ltd has announced private placement to issue A shares not more than 30% of total share capital at an issue price of not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds not more then CNY 300,000,000 on April 20, 2026. The transaction will include investor participation not more than 35 investors. The transaction is approved by 4th directorate in 30th meeting of proposal about submitting a proposal to the shareholders meeting to authorize the directorate to Implement a simplified private placement of shares. The transaction is subject to approval of company’s annual shareholders. All the securities issued in the offering is subject to a hold period of 6 months from date of issuance.
공시 • Mar 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2026 Results on Apr 29, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2026 results on Apr 29, 2026
공시 • Dec 26Suzhou Recodeal Interconnect System Co.,Ltd to Report Fiscal Year 2025 Results on Apr 21, 2026Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report fiscal year 2025 results on Apr 21, 2026
공시 • Sep 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q3, 2025 Results on Oct 30, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q3, 2025 results on Oct 30, 2025
공시 • Jun 30Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2025 Results on Aug 29, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2025 results on Aug 29, 2025
공시 • Apr 15Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2025Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 12, 2025, at 14:30 China Standard Time. Location: 2F, Building A, No. 998, Songjia Road, Wusongjiang Science and Technology Industrial Park, Wuzhong District, Suzhou, Jiangsu China
공시 • Mar 28Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2025 Results on Apr 29, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2025 results on Apr 29, 2025
공시 • Dec 27Suzhou Recodeal Interconnect System Co.,Ltd to Report Fiscal Year 2024 Results on Apr 15, 2025Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report fiscal year 2024 results on Apr 15, 2025
Buy Or Sell Opportunity • Nov 12Now 23% undervaluedOver the last 90 days, the stock has risen 86% to CN¥43.30. The fair value is estimated to be CN¥56.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 6.3%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥36.17, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Electrical industry in China. Total loss to shareholders of 6.9% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥55.86 per share.
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.12 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.12 in 3Q 2023). Revenue: CN¥631.3m (up 61% from 3Q 2023). Net income: CN¥41.0m (up 41% from 3Q 2023). Profit margin: 6.5% (down from 7.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥35.75, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Electrical industry in China. Total loss to shareholders of 15% over the past year.
New Risk • Sep 30New 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: Major Risk High level of non-cash earnings (44% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (7.2% net profit margin).
공시 • Sep 30Suzhou Recodeal Interconnect System Co.,Ltd to Report Q3, 2024 Results on Oct 25, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q3, 2024 results on Oct 25, 2024
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥24.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Electrical industry in China. Total loss to shareholders of 38% over the past year.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.31 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.31 in 2Q 2023). Revenue: CN¥495.7m (up 55% from 2Q 2023). Net income: CN¥23.3m (down 8.6% from 2Q 2023). Profit margin: 4.7% (down from 8.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China.
공시 • Jun 28Suzhou Recodeal Interconnect System Co.,Ltd to Report First Half, 2024 Results on Aug 22, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report first half, 2024 results on Aug 22, 2024
공시 • Apr 19Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 09, 2024Suzhou Recodeal Interconnect System Co.,Ltd, Annual General Meeting, May 09, 2024, at 14:30 China Standard Time. Location: 2F, Building A, No. 998, Songjia Road, Wusongjiang Science and Technology Industrial Park, Wuzhong District, Suzhou, Jiangsu China
Reported Earnings • Apr 18Full year 2023 earnings released: EPS: CN¥0.86 (vs CN¥1.65 in FY 2022)Full year 2023 results: EPS: CN¥0.86 (down from CN¥1.65 in FY 2022). Revenue: CN¥1.55b (down 4.3% from FY 2022). Net income: CN¥136.8m (down 46% from FY 2022). Profit margin: 8.8% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥24.32, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Electrical industry in China. Total loss to shareholders of 58% over the past year.
공시 • Mar 29Suzhou Recodeal Interconnect System Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Suzhou Recodeal Interconnect System Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024
Reported Earnings • Feb 07Full year 2023 earnings released: EPS: CN¥0.90 (vs CN¥1.65 in FY 2022)Full year 2023 results: EPS: CN¥0.90 (down from CN¥1.65 in FY 2022). Revenue: CN¥1.56b (down 4.2% from FY 2022). Net income: CN¥142.1m (down 44% from FY 2022). Profit margin: 9.1% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electrical industry in China.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥26.55, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electrical industry in China. Total loss to shareholders of 67% over the past year.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥33.80, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electrical industry in China. Total loss to shareholders of 53% over the past year.
New Risk • Dec 12New 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 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (48% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (10% net profit margin).
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥47.49, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Electrical industry in China.
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.46 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.46 in 3Q 2022). Revenue: CN¥392.4m (down 8.8% from 3Q 2022). Net income: CN¥29.3m (down 59% from 3Q 2022). Profit margin: 7.5% (down from 17% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.
New Risk • Oct 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 10% Last year net profit margin: 16% 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 Risk High level of non-cash earnings (48% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (10% net profit margin).
공시 • Oct 11Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces an Equity Buyback for 1,100,000 shares, for CNY 66 million.Suzhou Recodeal Interconnect System Co.,Ltd (SHSE:688800) announces a share repurchase program. Under the program, the company will repurchase up to 1,100,000 shares, for CNY 66 million worth of shares. The shares will be repurchased at a price of not more than CNY 60 per share. The shares purchased will be used for the equity incentives or employee stock ownership plans. The program will be valid till 12 months.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥46.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Electrical industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥73.30 per share.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.46 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.31 (down from CN¥0.46 in 2Q 2022). Revenue: CN¥319.5m (down 14% from 2Q 2022). Net income: CN¥25.7m (down 63% from 2Q 2022). Profit margin: 8.0% (down from 19% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.
Buying Opportunity • Aug 14Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥59.46, however this is not to be taken as a buy 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 42%. Revenue is forecast to grow by 144% in 2 years. Earnings is forecast to grow by 119% in the next 2 years.
New Risk • Jun 14New 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 6.9% 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 (40% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (4.8% increase in shares outstanding).
Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥2.31 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥2.31 (up from CN¥1.23 in FY 2021). Revenue: CN¥1.63b (up 80% from FY 2021). Net income: CN¥252.7m (up 122% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electrical industry in China.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥2.33 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥2.33 (up from CN¥1.23 in FY 2021). Revenue: CN¥1.63b (up 80% from FY 2021). Net income: CN¥254.8m (up 124% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 28% growth forecast for the Electrical industry in China.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥114, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 23x in the Electrical industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥162 per share.
Board Change • Dec 14No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Yan Wang was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.