View Financial HealthAimer 배당 및 자사주 매입배당 기준 점검 3/6Aimer 은(는) 현재 수익률이 2.61% 인 배당금 지급 회사입니다.핵심 정보2.6%배당 수익률0.3%자사주 매입 수익률총 주주 수익률2.9%미래 배당 수익률n/a배당 성장률-4.5%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향92%최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Apr 25Aimer Co., Ltd., Annual General Meeting, May 20, 2026Aimer Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaReported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.23 (vs CN¥0.21 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.23 (up from CN¥0.21 in 1Q 2025). Revenue: CN¥849.4m (flat on 1Q 2025). Net income: CN¥93.8m (up 9.6% from 1Q 2025). Profit margin: 11% (up from 10.0% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.공시 • Mar 30Aimer Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Aimer Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026공시 • Dec 26Aimer Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Aimer Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026Board Change • Dec 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Fanlin Wang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.012 loss per share (vs CN¥0.032 loss in 3Q 2024)Third quarter 2025 results: CN¥0.012 loss per share (improved from CN¥0.032 loss in 3Q 2024). Revenue: CN¥636.0m (flat on 3Q 2024). Net loss: CN¥4.96m (loss narrowed 63% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Sep 30Aimer Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Aimer Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025New Risk • Sep 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 Earnings have declined by 24% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (141% payout ratio). Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (3.7% net profit margin).Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥18.17, the stock trades at a trailing P/E ratio of 63.9x. Average trailing P/E is 36x in the Luxury industry in China. Total returns to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.71, the stock trades at a trailing P/E ratio of 56.2x. Average trailing P/E is 31x in the Luxury industry in China. Total returns to shareholders of 29% over the past three years.공시 • Jun 30Aimer Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Aimer Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.21 (vs CN¥0.27 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.21 (down from CN¥0.27 in 1Q 2024). Revenue: CN¥854.2m (down 2.9% from 1Q 2024). Net income: CN¥85.6m (down 20% from 1Q 2024). Profit margin: 10.0% (down from 12% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Apr 25Aimer Co., Ltd., Annual General Meeting, May 20, 2025Aimer Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaValuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥14.43, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 26x in the Luxury industry in China. Total loss to shareholders of 5.8% over the past three years.공시 • Mar 28Aimer Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Aimer Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025분석 기사 • Jan 30Aimer (SHSE:603511) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...New Risk • Jan 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 9.1% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 111% Earnings have declined by 16% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.1% average weekly change).Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥15.14, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 23x in the Luxury industry in China. Total loss to shareholders of 31% over the past three years.분석 기사 • Jan 03Earnings Working Against Aimer Co., Ltd.'s (SHSE:603511) Share PriceWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 35x, you may consider Aimer...공시 • Dec 27Aimer Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Aimer Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥15.03, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 23x in the Luxury industry in China. Total loss to shareholders of 28% over the past three years.Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.032 loss per share (vs CN¥0.091 profit in 3Q 2023)Third quarter 2024 results: CN¥0.032 loss per share (down from CN¥0.091 profit in 3Q 2023). Revenue: CN¥634.9m (down 13% from 3Q 2023). Net loss: CN¥13.3m (down 137% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 19% per year.공시 • Sep 30Aimer Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Aimer Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥12.37, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 21x in the Luxury industry in China. Total loss to shareholders of 46% over the past three years.Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.16 in 2Q 2023). Revenue: CN¥766.7m (down 7.1% from 2Q 2023). Net income: CN¥47.3m (down 27% from 2Q 2023). Profit margin: 6.2% (down from 7.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 27% per year.Buy Or Sell Opportunity • Jul 31Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to CN¥11.04. The fair value is estimated to be CN¥9.09, however this is not to be taken as a sell 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 29%.분석 기사 • Jul 04Why Investors Shouldn't Be Surprised By Aimer Co., Ltd.'s (SHSE:603511) Low P/EAimer Co., Ltd.'s ( SHSE:603511 ) price-to-earnings (or "P/E") ratio of 16.2x might make it look like a buy right now...공시 • Jun 28Aimer Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Aimer Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024분석 기사 • May 08Aimer's (SHSE:603511) Solid Earnings Are Supported By Other Strong FactorsEven though Aimer Co., Ltd.'s ( SHSE:603511 ) recent earnings release was robust, the market didn't seem to notice...공시 • Apr 29Aimer Co., Ltd., Annual General Meeting, May 31, 2024Aimer Co., Ltd., Annual General Meeting, May 31, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaReported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.32 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.32 in 1Q 2023). Revenue: CN¥879.3m (down 4.7% from 1Q 2023). Net income: CN¥107.3m (down 16% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue.분석 기사 • Apr 21Aimer's (SHSE:603511) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...공시 • Mar 30Aimer Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Aimer Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Ketong Shi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥12.49, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 24x in the Luxury industry in China. Total loss to shareholders of 19% over the past year.공시 • Dec 29Aimer Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Aimer Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.091 (vs CN¥0.053 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.091 (up from CN¥0.053 in 3Q 2022). Revenue: CN¥732.2m (down 2.6% from 3Q 2022). Net income: CN¥36.4m (up 66% from 3Q 2022). Profit margin: 5.0% (up from 2.9% in 3Q 2022). The increase in margin was driven by lower expenses.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.052 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (up from CN¥0.052 in 2Q 2022). Revenue: CN¥825.6m (up 7.8% from 2Q 2022). Net income: CN¥64.7m (up 212% from 2Q 2022). Profit margin: 7.8% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue.공시 • Jun 28Aimer Co., Ltd. to Report First Half, 2023 Results on Aug 16, 2023Aimer Co., Ltd. announced that they will report first half, 2023 results on Aug 16, 2023New Risk • Jun 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 149% Dividend yield: 4.5% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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 Earnings have declined by 17% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (149% payout ratio). Profit margins are more than 30% lower than last year (6.2% net profit margin).Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CN¥0.32 (vs CN¥0.33 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.32 (down from CN¥0.33 in 1Q 2022). Revenue: CN¥922.6m (down 1.3% from 1Q 2022). Net income: CN¥127.4m (down 2.1% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022).Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Director Ketong Shi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.053 (vs CN¥0.009 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.053 (up from CN¥0.009 in 3Q 2021). Revenue: CN¥751.7m (up 2.5% from 3Q 2021). Net income: CN¥22.0m (up 495% from 3Q 2021). Profit margin: 2.9% (up from 0.5% in 3Q 2021).Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.052 (vs CN¥0.34 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.052 (down from CN¥0.34 in 2Q 2021). Revenue: CN¥765.9m (down 8.5% from 2Q 2021). Net income: CN¥20.8m (down 84% from 2Q 2021). Profit margin: 2.7% (down from 15% in 2Q 2021). The decrease in margin was primarily driven by lower revenue.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.33 (vs CN¥0.36 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.33. Revenue: CN¥935.1m (up 4.4% from 1Q 2021). Net income: CN¥130.1m (up 1.0% from 1Q 2021). Profit margin: 14% (in line with 1Q 2021).Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥20.34, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Luxury industry in China.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 603511 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: 603511 5 년 동안만 배당금을 지급해 왔으며 그 이후 지급액이 감소했습니다.배당 수익률 vs 시장Aimer 배당 수익률 vs 시장603511의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (603511)2.6%시장 하위 25% (CN)0.4%시장 상위 25% (CN)1.9%업계 평균 (Luxury)2.8%분석가 예측 (603511) (최대 3년)n/a주목할만한 배당금: 603511 의 배당금( 2.61% )은 CN 시장에서 배당금 지급자의 하위 25%( 0.36% )보다 높습니다.고배당: 603511 의 배당금( 2.61% )은 CN 시장( 1.94% )주주 대상 이익 배당수익 보장: 지급 비율 ( 92.4% )이 높기 때문에 603511 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 36.1% )로 603511 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YCN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 13:54종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Aimer Co., Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Sun-Hai YangTianfeng Securities Brokerage Co., Ltd
공시 • Apr 25Aimer Co., Ltd., Annual General Meeting, May 20, 2026Aimer Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.23 (vs CN¥0.21 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.23 (up from CN¥0.21 in 1Q 2025). Revenue: CN¥849.4m (flat on 1Q 2025). Net income: CN¥93.8m (up 9.6% from 1Q 2025). Profit margin: 11% (up from 10.0% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
공시 • Mar 30Aimer Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Aimer Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
공시 • Dec 26Aimer Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Aimer Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
Board Change • Dec 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Fanlin Wang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.012 loss per share (vs CN¥0.032 loss in 3Q 2024)Third quarter 2025 results: CN¥0.012 loss per share (improved from CN¥0.032 loss in 3Q 2024). Revenue: CN¥636.0m (flat on 3Q 2024). Net loss: CN¥4.96m (loss narrowed 63% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Sep 30Aimer Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Aimer Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
New Risk • Sep 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 Earnings have declined by 24% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (141% payout ratio). Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (3.7% net profit margin).
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥18.17, the stock trades at a trailing P/E ratio of 63.9x. Average trailing P/E is 36x in the Luxury industry in China. Total returns to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.71, the stock trades at a trailing P/E ratio of 56.2x. Average trailing P/E is 31x in the Luxury industry in China. Total returns to shareholders of 29% over the past three years.
공시 • Jun 30Aimer Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Aimer Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.21 (vs CN¥0.27 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.21 (down from CN¥0.27 in 1Q 2024). Revenue: CN¥854.2m (down 2.9% from 1Q 2024). Net income: CN¥85.6m (down 20% from 1Q 2024). Profit margin: 10.0% (down from 12% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Apr 25Aimer Co., Ltd., Annual General Meeting, May 20, 2025Aimer Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥14.43, the stock trades at a trailing P/E ratio of 26.9x. Average trailing P/E is 26x in the Luxury industry in China. Total loss to shareholders of 5.8% over the past three years.
공시 • Mar 28Aimer Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Aimer Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
분석 기사 • Jan 30Aimer (SHSE:603511) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
New Risk • Jan 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 9.1% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 111% Earnings have declined by 16% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.1% average weekly change).
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥15.14, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 23x in the Luxury industry in China. Total loss to shareholders of 31% over the past three years.
분석 기사 • Jan 03Earnings Working Against Aimer Co., Ltd.'s (SHSE:603511) Share PriceWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 35x, you may consider Aimer...
공시 • Dec 27Aimer Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Aimer Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥15.03, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 23x in the Luxury industry in China. Total loss to shareholders of 28% over the past three years.
Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.032 loss per share (vs CN¥0.091 profit in 3Q 2023)Third quarter 2024 results: CN¥0.032 loss per share (down from CN¥0.091 profit in 3Q 2023). Revenue: CN¥634.9m (down 13% from 3Q 2023). Net loss: CN¥13.3m (down 137% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 19% per year.
공시 • Sep 30Aimer Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Aimer Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥12.37, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 21x in the Luxury industry in China. Total loss to shareholders of 46% over the past three years.
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.16 in 2Q 2023). Revenue: CN¥766.7m (down 7.1% from 2Q 2023). Net income: CN¥47.3m (down 27% from 2Q 2023). Profit margin: 6.2% (down from 7.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 27% per year.
Buy Or Sell Opportunity • Jul 31Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to CN¥11.04. The fair value is estimated to be CN¥9.09, however this is not to be taken as a sell 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 29%.
분석 기사 • Jul 04Why Investors Shouldn't Be Surprised By Aimer Co., Ltd.'s (SHSE:603511) Low P/EAimer Co., Ltd.'s ( SHSE:603511 ) price-to-earnings (or "P/E") ratio of 16.2x might make it look like a buy right now...
공시 • Jun 28Aimer Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Aimer Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
분석 기사 • May 08Aimer's (SHSE:603511) Solid Earnings Are Supported By Other Strong FactorsEven though Aimer Co., Ltd.'s ( SHSE:603511 ) recent earnings release was robust, the market didn't seem to notice...
공시 • Apr 29Aimer Co., Ltd., Annual General Meeting, May 31, 2024Aimer Co., Ltd., Annual General Meeting, May 31, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.32 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.32 in 1Q 2023). Revenue: CN¥879.3m (down 4.7% from 1Q 2023). Net income: CN¥107.3m (down 16% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue.
분석 기사 • Apr 21Aimer's (SHSE:603511) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
공시 • Mar 30Aimer Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Aimer Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Ketong Shi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥12.49, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 24x in the Luxury industry in China. Total loss to shareholders of 19% over the past year.
공시 • Dec 29Aimer Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Aimer Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.091 (vs CN¥0.053 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.091 (up from CN¥0.053 in 3Q 2022). Revenue: CN¥732.2m (down 2.6% from 3Q 2022). Net income: CN¥36.4m (up 66% from 3Q 2022). Profit margin: 5.0% (up from 2.9% in 3Q 2022). The increase in margin was driven by lower expenses.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.052 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (up from CN¥0.052 in 2Q 2022). Revenue: CN¥825.6m (up 7.8% from 2Q 2022). Net income: CN¥64.7m (up 212% from 2Q 2022). Profit margin: 7.8% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue.
공시 • Jun 28Aimer Co., Ltd. to Report First Half, 2023 Results on Aug 16, 2023Aimer Co., Ltd. announced that they will report first half, 2023 results on Aug 16, 2023
New Risk • Jun 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 149% Dividend yield: 4.5% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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 Earnings have declined by 17% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (149% payout ratio). Profit margins are more than 30% lower than last year (6.2% net profit margin).
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CN¥0.32 (vs CN¥0.33 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.32 (down from CN¥0.33 in 1Q 2022). Revenue: CN¥922.6m (down 1.3% from 1Q 2022). Net income: CN¥127.4m (down 2.1% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022).
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Director Ketong Shi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.053 (vs CN¥0.009 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.053 (up from CN¥0.009 in 3Q 2021). Revenue: CN¥751.7m (up 2.5% from 3Q 2021). Net income: CN¥22.0m (up 495% from 3Q 2021). Profit margin: 2.9% (up from 0.5% in 3Q 2021).
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.052 (vs CN¥0.34 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.052 (down from CN¥0.34 in 2Q 2021). Revenue: CN¥765.9m (down 8.5% from 2Q 2021). Net income: CN¥20.8m (down 84% from 2Q 2021). Profit margin: 2.7% (down from 15% in 2Q 2021). The decrease in margin was primarily driven by lower revenue.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.33 (vs CN¥0.36 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.33. Revenue: CN¥935.1m (up 4.4% from 1Q 2021). Net income: CN¥130.1m (up 1.0% from 1Q 2021). Profit margin: 14% (in line with 1Q 2021).
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥20.34, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Luxury industry in China.