View ValuationGuangdong Deerma Technology 향후 성장Future 기준 점검 1/6Guangdong Deerma Technology (는) 각각 연간 11.5% 및 8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.3% 로 예상됩니다.핵심 정보11.5%이익 성장률11.06%EPS 성장률Consumer Durables 이익 성장17.1%매출 성장률8.0%향후 자기자본이익률5.25%애널리스트 커버리지Low마지막 업데이트28 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jun 30Guangdong Deerma Technology Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Guangdong Deerma Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026Declared Dividend • May 30Dividend of CN¥0.15 announcedDividend of CN¥0.15 is the same as last year. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (53% 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 22% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.공시 • Apr 28Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 19, 2026Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: Floor 2-1, Building A, No. 9, Chuangsheng Road, Shencun Village, Beijiao Town, Shunde District, Foshan, Guangdong China공시 • Mar 31Guangdong Deerma Technology Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Guangdong Deerma Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026공시 • Dec 31Guangdong Deerma Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Guangdong Deerma Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026공시 • Sep 30Guangdong Deerma Technology Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Guangdong Deerma Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025공시 • Jul 02Guangdong Deerma Technology Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Guangdong Deerma Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025공시 • May 22Guangdong Deerma Technology Co., Ltd. Approves Cash Dividend for 2024Guangdong Deerma Technology Co., Ltd. held its Annual General Meeting of 2024 on 16 May 2025, approved cash dividend of CNY 1.50000000 per 10 shares (tax included) for 2024.공시 • Apr 25Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 16, 2025Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong China공시 • Mar 31Guangdong Deerma Technology Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Guangdong Deerma Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025공시 • Dec 31Guangdong Deerma Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Guangdong Deerma Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.07 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.08 (up from CN¥0.07 in 3Q 2023). Revenue: CN¥778.5m (up 8.8% from 3Q 2023). Net income: CN¥36.0m (up 11% from 3Q 2023). Profit margin: 4.6% (up from 4.5% in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Durables industry in China.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥12.21, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 16x in the Consumer Durables industry in China. Total loss to shareholders of 2.5% over the past year.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥10.68, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Durables industry in China. Total loss to shareholders of 21% over the past year.공시 • Sep 30Guangdong Deerma Technology Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Guangdong Deerma Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.10. Revenue: CN¥904.5m (up 1.6% from 2Q 2023). Net income: CN¥44.6m (flat on 2Q 2023). Profit margin: 4.9% (down from 5.0% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Consumer Durables industry in China.공시 • Jun 29Guangdong Deerma Technology Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Guangdong Deerma Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024공시 • Jun 01Guangdong Deerma Technology Co., Ltd. Implements Final Cash Dividend of A Shares for 2023, Payable on 7 June 2024Guangdong Deerma Technology Co., Ltd. Implements Final Cash Dividend of A Shares for 2023, Payable on 7 June 2024 implemented final cash dividend of A shares of CNY 1.0000000 per 10 shares (tax included) for 2023. Record date: 6 June 2024. Ex-date: 7 June 2024. Payment date: 7 June 2024.New Risk • May 08New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 0.9% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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 Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).공시 • Apr 30Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 21, 2024Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 21, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong ChinaValuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥12.16, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Consumer Durables industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.88 per share.공시 • Mar 30Guangdong Deerma Technology Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Guangdong Deerma Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥10.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Consumer Durables industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.80 per share.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¥9.16, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Consumer Durables industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.87 per share.공시 • Dec 30Guangdong Deerma Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024Guangdong Deerma Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.10 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.07 (down from CN¥0.10 in 3Q 2022). Revenue: CN¥715.5m (down 9.0% from 3Q 2022). Net income: CN¥32.4m (down 13% from 3Q 2022). Profit margin: 4.5% (down from 4.8% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in China.공시 • Oct 26Guangdong Deerma Technology Co., Ltd. Approves Management ElectionsGuangdong Deerma Technology Co., Ltd. at its Extraordinary General Meeting held on 24 October 2023 approved the election of Cai Tieqiang and Mao Wei as non-independent director. The company approved the election of Xie Jun and Ji Jianbin as independent director. The company approved the election of Lu Ting and Wu Meiqi as non-employee supervisor.공시 • Sep 30Guangdong Deerma Technology Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Guangdong Deerma Technology Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023New Risk • Aug 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. High level of non-cash earnings (27% accrual ratio).이익 및 매출 성장 예측XSEC:301332 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,944166N/A485112/31/20273,976167215289312/31/20263,58414310838923/31/20263,303128-20934N/A12/31/20253,432130-57177N/A9/30/20253,516127-33211N/A6/30/20253,596143-50228N/A3/31/20253,59314371369N/A12/31/20243,531142-74267N/A9/30/20243,282113-7329N/A6/30/20243,219109-116269N/A3/31/20243,20410962457N/A12/31/20233,15310961428N/A9/30/20233,276192-136303N/A6/30/20233,346197-38333N/A3/31/20233,345194106459N/A1/1/20233,307191-58268N/A9/30/20223,19716162280N/A6/30/20223,306185253419N/A3/31/20223,041167-31131N/A12/31/20213,03817032246N/A12/31/20202,228173164255N/A12/31/20191,517111N/A275N/A12/31/201896740N/A17N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 301332 의 연간 예상 수익 증가율(11.5%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 301332 의 연간 수익(11.5%)이 CN 시장(27.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 301332 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 301332 의 수익(연간 8%)이 CN 시장(연간 16.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 301332 의 수익(연간 8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 301332의 자본 수익률은 3년 후 5.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/05 02:00종가2026/07/03 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 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 소스Guangdong Deerma Technology Co., Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Wei HeChina Galaxy Securities Co., Ltd.Yawei TangChina International Capital Corporation LimitedWeiqi ChenGuosen Securities Co., Ltd.2명의 분석가 더 보기
공시 • Jun 30Guangdong Deerma Technology Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Guangdong Deerma Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
Declared Dividend • May 30Dividend of CN¥0.15 announcedDividend of CN¥0.15 is the same as last year. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (53% 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 22% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
공시 • Apr 28Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 19, 2026Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: Floor 2-1, Building A, No. 9, Chuangsheng Road, Shencun Village, Beijiao Town, Shunde District, Foshan, Guangdong China
공시 • Mar 31Guangdong Deerma Technology Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Guangdong Deerma Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
공시 • Dec 31Guangdong Deerma Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Guangdong Deerma Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
공시 • Sep 30Guangdong Deerma Technology Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Guangdong Deerma Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
공시 • Jul 02Guangdong Deerma Technology Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Guangdong Deerma Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
공시 • May 22Guangdong Deerma Technology Co., Ltd. Approves Cash Dividend for 2024Guangdong Deerma Technology Co., Ltd. held its Annual General Meeting of 2024 on 16 May 2025, approved cash dividend of CNY 1.50000000 per 10 shares (tax included) for 2024.
공시 • Apr 25Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 16, 2025Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong China
공시 • Mar 31Guangdong Deerma Technology Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Guangdong Deerma Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
공시 • Dec 31Guangdong Deerma Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Guangdong Deerma Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.07 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.08 (up from CN¥0.07 in 3Q 2023). Revenue: CN¥778.5m (up 8.8% from 3Q 2023). Net income: CN¥36.0m (up 11% from 3Q 2023). Profit margin: 4.6% (up from 4.5% in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Durables industry in China.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥12.21, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 16x in the Consumer Durables industry in China. Total loss to shareholders of 2.5% over the past year.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥10.68, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Durables industry in China. Total loss to shareholders of 21% over the past year.
공시 • Sep 30Guangdong Deerma Technology Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Guangdong Deerma Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.10. Revenue: CN¥904.5m (up 1.6% from 2Q 2023). Net income: CN¥44.6m (flat on 2Q 2023). Profit margin: 4.9% (down from 5.0% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Consumer Durables industry in China.
공시 • Jun 29Guangdong Deerma Technology Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Guangdong Deerma Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
공시 • Jun 01Guangdong Deerma Technology Co., Ltd. Implements Final Cash Dividend of A Shares for 2023, Payable on 7 June 2024Guangdong Deerma Technology Co., Ltd. Implements Final Cash Dividend of A Shares for 2023, Payable on 7 June 2024 implemented final cash dividend of A shares of CNY 1.0000000 per 10 shares (tax included) for 2023. Record date: 6 June 2024. Ex-date: 7 June 2024. Payment date: 7 June 2024.
New Risk • May 08New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 0.9% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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 Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
공시 • Apr 30Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 21, 2024Guangdong Deerma Technology Co., Ltd., Annual General Meeting, May 21, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Foshan, Guangdong China
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥12.16, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Consumer Durables industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.88 per share.
공시 • Mar 30Guangdong Deerma Technology Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Guangdong Deerma Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥10.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Consumer Durables industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.80 per share.
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¥9.16, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Consumer Durables industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.87 per share.
공시 • Dec 30Guangdong Deerma Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024Guangdong Deerma Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.10 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.07 (down from CN¥0.10 in 3Q 2022). Revenue: CN¥715.5m (down 9.0% from 3Q 2022). Net income: CN¥32.4m (down 13% from 3Q 2022). Profit margin: 4.5% (down from 4.8% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in China.
공시 • Oct 26Guangdong Deerma Technology Co., Ltd. Approves Management ElectionsGuangdong Deerma Technology Co., Ltd. at its Extraordinary General Meeting held on 24 October 2023 approved the election of Cai Tieqiang and Mao Wei as non-independent director. The company approved the election of Xie Jun and Ji Jianbin as independent director. The company approved the election of Lu Ting and Wu Meiqi as non-employee supervisor.
공시 • Sep 30Guangdong Deerma Technology Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Guangdong Deerma Technology Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023
New Risk • Aug 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. High level of non-cash earnings (27% accrual ratio).