View ValuationXinfengming Group 향후 성장Future 기준 점검 3/6Xinfengming Group (는) 각각 연간 27.5% 및 6.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.7% 로 예상됩니다.핵심 정보27.5%이익 성장률25.10%EPS 성장률Chemicals 이익 성장30.3%매출 성장률6.4%향후 자기자본이익률10.68%애널리스트 커버리지Low마지막 업데이트18 May 2026최근 향후 성장 업데이트Price Target Changed • Apr 18Price target increased by 10% to CN¥20.45Up from CN¥18.55, the current price target is an average from 2 analysts. New target price is 22% above last closing price of CN¥16.78. Stock is up 63% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥0.69 last year.Price Target Changed • Aug 31Price target increased by 9.5% to CN¥15.87Up from CN¥14.49, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥15.33. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.91 for next year compared to CN¥0.73 last year.Price Target Changed • Apr 29Price target decreased by 7.1% to CN¥14.47Down from CN¥15.58, the current price target is an average from 4 analysts. New target price is 33% above last closing price of CN¥10.84. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥1.10 for next year compared to CN¥0.73 last year.Price Target Changed • Jul 13Price target increased by 8.5% to CN¥16.36Up from CN¥15.07, the current price target is an average from 4 analysts. New target price is 9.7% above last closing price of CN¥14.91. Stock is up 20% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.72 last year.Price Target Changed • Apr 11Price target increased by 7.7% to CN¥15.07Up from CN¥14.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥14.77. Stock is up 34% over the past year. The company is forecast to post earnings per share of CN¥1.21 for next year compared to CN¥0.72 last year.분석 기사 • Mar 30Analysts Are Updating Their Xinfengming Group Co., Ltd. (SHSE:603225) Estimates After Its Annual ResultsIt's been a good week for Xinfengming Group Co., Ltd. ( SHSE:603225 ) shareholders, because the company has just...모든 업데이트 보기Recent updatesPrice Target Changed • Apr 18Price target increased by 10% to CN¥20.45Up from CN¥18.55, the current price target is an average from 2 analysts. New target price is 22% above last closing price of CN¥16.78. Stock is up 63% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥0.69 last year.Reported Earnings • Apr 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.69 (down from CN¥0.73 in FY 2024). Revenue: CN¥71.6b (up 6.7% from FY 2024). Net income: CN¥1.02b (down 7.5% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공시 • Apr 17Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China공시 • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥17.44, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 61% over the past three years.공시 • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.29, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 81% over the past three years.New Risk • Nov 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.4% average weekly change).Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥18.15, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 89% over the past three years.New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.공시 • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xinfengming Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Price Target Changed • Aug 31Price target increased by 9.5% to CN¥15.87Up from CN¥14.49, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥15.33. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.91 for next year compared to CN¥0.73 last year.공시 • Jun 30Xinfengming Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xinfengming Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025New Risk • May 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.New Risk • May 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.Price Target Changed • Apr 29Price target decreased by 7.1% to CN¥14.47Down from CN¥15.58, the current price target is an average from 4 analysts. New target price is 33% above last closing price of CN¥10.84. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥1.10 for next year compared to CN¥0.73 last year.Reported Earnings • Apr 25Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.73 (up from CN¥0.72 in FY 2023). Revenue: CN¥67.1b (up 9.1% from FY 2023). Net income: CN¥1.10b (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Apr 25Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang ChinaValuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥10.21, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 6.0% over the past three years.공시 • Mar 28Xinfengming Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xinfengming Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025분석 기사 • Feb 27Xinfengming Group (SHSE:603225) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Feb 11Investors Aren't Entirely Convinced By Xinfengming Group Co., Ltd.'s (SHSE:603225) EarningsWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 37x, you may consider...분석 기사 • Jan 12Some Investors May Be Worried About Xinfengming Group's (SHSE:603225) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...공시 • Dec 27Xinfengming Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Xinfengming Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025분석 기사 • Dec 11Is Now An Opportune Moment To Examine Xinfengming Group Co., Ltd. (SHSE:603225)?Xinfengming Group Co., Ltd. ( SHSE:603225 ), might not be a large cap stock, but it saw a decent share price growth of...분석 기사 • Nov 19Here's Why Xinfengming Group (SHSE:603225) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Nov 04Impressive Earnings May Not Tell The Whole Story For Xinfengming Group (SHSE:603225)Last week's profit announcement from Xinfengming Group Co., Ltd. ( SHSE:603225 ) was underwhelming for investors...Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.097 (vs CN¥0.27 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.097 (down from CN¥0.27 in 3Q 2023). Revenue: CN¥17.9b (up 12% from 3Q 2023). Net income: CN¥140.9m (down 65% from 3Q 2023). Profit margin: 0.8% (down from 2.5% in 3Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Xinfengming Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024분석 기사 • Sep 30Xinfengming Group Co., Ltd.'s (SHSE:603225) Revenues Are Not Doing Enough For Some InvestorsXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy...Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥11.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 27% over the past three years.분석 기사 • Sep 14There Are Reasons To Feel Uneasy About Xinfengming Group's (SHSE:603225) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.22 (up from CN¥0.19 in 2Q 2023). Revenue: CN¥16.8b (up 7.3% from 2Q 2023). Net income: CN¥329.5m (up 14% from 2Q 2023). Profit margin: 2.0% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.분석 기사 • Aug 14Is Xinfengming Group (SHSE:603225) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Jul 29What Is Xinfengming Group Co., Ltd.'s (SHSE:603225) Share Price Doing?Xinfengming Group Co., Ltd. ( SHSE:603225 ), is not the largest company out there, but it received a lot of attention...Price Target Changed • Jul 13Price target increased by 8.5% to CN¥16.36Up from CN¥15.07, the current price target is an average from 4 analysts. New target price is 9.7% above last closing price of CN¥14.91. Stock is up 20% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.72 last year.공시 • Jun 29Xinfengming Group Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Xinfengming Group Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024분석 기사 • Jun 28There Is A Reason Xinfengming Group Co., Ltd.'s (SHSE:603225) Price Is UndemandingXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy...분석 기사 • Jun 13Returns On Capital At Xinfengming Group (SHSE:603225) Paint A Concerning PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Large one-off items impacting financial results.분석 기사 • May 02Investors Shouldn't Be Too Comfortable With Xinfengming Group's (SHSE:603225) EarningsDespite posting some strong earnings, the market for Xinfengming Group Co., Ltd.'s ( SHSE:603225 ) stock hasn't moved...New Risk • May 01New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 92% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (92% cash payout ratio).Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.13 in 1Q 2023). Revenue: CN¥14.5b (up 16% from 1Q 2023). Net income: CN¥275.2m (up 45% from 1Q 2023). Profit margin: 1.9% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.분석 기사 • Apr 15What Is Xinfengming Group Co., Ltd.'s (SHSE:603225) Share Price Doing?While Xinfengming Group Co., Ltd. ( SHSE:603225 ) might not have the largest market cap around , it received a lot of...Price Target Changed • Apr 11Price target increased by 7.7% to CN¥15.07Up from CN¥14.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥14.77. Stock is up 34% over the past year. The company is forecast to post earnings per share of CN¥1.21 for next year compared to CN¥0.72 last year.분석 기사 • Mar 30Analysts Are Updating Their Xinfengming Group Co., Ltd. (SHSE:603225) Estimates After Its Annual ResultsIt's been a good week for Xinfengming Group Co., Ltd. ( SHSE:603225 ) shareholders, because the company has just...공시 • Mar 29Xinfengming Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Xinfengming Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024공시 • Mar 26Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang ChinaReported Earnings • Mar 26Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: CN¥0.72 (up from CN¥0.14 loss in FY 2022). Revenue: CN¥61.5b (up 21% from FY 2022). Net income: CN¥1.09b (up CN¥1.29b from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.분석 기사 • Mar 17Xinfengming Group Co., Ltd.'s (SHSE:603225) Price In Tune With EarningsXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-earnings (or "P/E") ratio of 54.6x might make it look like a...분석 기사 • Mar 01Investors Could Be Concerned With Xinfengming Group's (SHSE:603225) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years.공시 • Feb 01Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 150 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its class A shares. The shares will be repurchased at no more than CNY 16 per share. The repurchased shares will be used for ESOP or equity incentives. The program will be valid for 12 months.공시 • Dec 30Xinfengming Group Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Xinfengming Group Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.57, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.075 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (up from CN¥0.075 loss in 3Q 2022). Revenue: CN¥16.0b (up 13% from 3Q 2022). Net income: CN¥407.4m (up CN¥517.0m from 3Q 2022). Profit margin: 2.5% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Xinfengming Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023Price Target Changed • Sep 19Price target increased by 17% to CN¥14.13Up from CN¥12.08, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥13.63. Stock is up 38% over the past year. The company is forecast to post earnings per share of CN¥0.63 next year compared to a net loss per share of CN¥0.14 last year.Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.071 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.071 in 2Q 2022). Revenue: CN¥15.7b (up 20% from 2Q 2022). Net income: CN¥289.8m (up 166% from 2Q 2022). Profit margin: 1.8% (up from 0.8% in 2Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Mar 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: CN¥0.14 loss per share (down from CN¥1.57 profit in FY 2021). Revenue: CN¥50.8b (up 13% from FY 2021). Net loss: CN¥205.1m (down 109% from profit in FY 2021). Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Feb 17Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd for CNY 3.30 million.Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd. for CNY 3.30 million on February 15, 2023. Xinfengming Group's board of directors approves the acquisition. As of December 31, 2022, total assets of CNY 3.30662519 million, net assets of CNY 3.30662519 million, operating income of CNY 0, and net income of CNY -0.48211548 million.공시 • Jan 18Xinfengming Group Co., Ltd. announced that it expects to receive CNY 999.999998 million in funding from Xinfengming Holding Group Co., Ltd. and other investorXinfengming Group Co., Ltd. announced that it has entered into the share subscription agreement of 114,285,714 A shares at an issue price of CNY 8.75 per share for the gross proceeds of CNY 1,000,000,000 on January 17, 2023. The transaction will include participation from Xinfengming Holding Group Co., Ltd. for not more than 68,571,428 shares and individual investor Zhuang Kuilong for not more than 45,714,286 shares. The shares cannot be transferred within 18 months from the issuance closing date. The transaction has been approved approved in the 37th meeting of the company’s 5th directorate and the 24th meeting of the 5th supervisory board, and is subject to the approvals of the company’s shareholders and the China Securities Regulatory Commission. The company’s total share capital is 1,529,469,778 shares. Xinfengming Holding Group Co., Ltd. holds 15.41% stake for 235,693,920 shares and Zhuang Kuilong holds 22.07% stake for 337,521,813 shares. Post the completion, Xinfengming Holding Group Co., Ltd. will hold 304,265,348 shares and Zhuang Kuilong will hold 383,236,099 shares.Price Target Changed • Dec 19Price target decreased to CN¥10.93Down from CN¥12.05, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥11.03. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥0.28 for next year compared to CN¥1.57 last year.Board Change • Nov 16Less 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. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥9.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 14% over the past three years.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥52.9b to CN¥51.1b. EPS estimate also fell from CN¥0.99 per share to CN¥0.64 per share. Net income forecast to grow 189% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target down from CN¥12.05 to CN¥11.43. Share price was steady at CN¥8.42 over the past week.Reported Earnings • Oct 28Third quarter 2022 earnings released: CN¥0.075 loss per share (vs CN¥0.42 profit in 3Q 2021)Third quarter 2022 results: CN¥0.075 loss per share (down from CN¥0.42 profit in 3Q 2021). Revenue: CN¥14.2b (up 10% from 3Q 2021). Net loss: CN¥109.5m (down 118% from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 11Price target decreased to CN¥12.05Down from CN¥13.18, the current price target is an average from 4 analysts. New target price is 37% above last closing price of CN¥8.82. Stock is down 45% over the past year. The company is forecast to post earnings per share of CN¥0.99 for next year compared to CN¥1.57 last year.Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.071 (vs CN¥0.59 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.071 (down from CN¥0.59 in 2Q 2021). Revenue: CN¥13.1b (up 1.9% from 2Q 2021). Net income: CN¥108.8m (down 87% from 2Q 2021). Profit margin: 0.8% (down from 6.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 40% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jul 20Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥53.9b to CN¥53.2b. EPS estimate also fell from CN¥1.25 per share to CN¥1.11 per share. Net income forecast to shrink 1.6% next year vs 41% growth forecast for Chemicals industry in China . Consensus price target broadly unchanged at CN¥13.18. Share price was steady at CN¥10.47 over the past week.Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥11.59, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.87 per share.Price Target Changed • May 12Price target decreased to CN¥13.55Down from CN¥15.09, the current price target is an average from 8 analysts. New target price is 40% above last closing price of CN¥9.65. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥1.34 for next year compared to CN¥1.57 last year.Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.36 in 1Q 2021). Revenue: CN¥10.6b (down 2.0% from 1Q 2021). Net income: CN¥284.8m (down 43% from 1Q 2021). Profit margin: 2.7% (down from 4.6% in 1Q 2021). Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 28%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target decreased to CN¥15.09Down from CN¥18.44, the current price target is an average from 7 analysts. New target price is 61% above last closing price of CN¥9.39. Stock is down 48% over the past year. The company is forecast to post earnings per share of CN¥1.40 for next year compared to CN¥1.57 last year.Board Change • Apr 27Less 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. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Apr 21Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥59.9b to CN¥54.7b. EPS estimate also fell from CN¥1.87 per share to CN¥1.40 per share. Net income forecast to shrink 6.4% next year vs 39% growth forecast for Chemicals industry in China . Consensus price target down from CN¥18.44 to CN¥15.09. Share price fell 9.2% to CN¥10.30 over the past week.Price Target Changed • Apr 19Price target decreased to CN¥15.09Down from CN¥18.44, the current price target is an average from 7 analysts. New target price is 46% above last closing price of CN¥10.30. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥1.40 for next year compared to CN¥1.57 last year.Reported Earnings • Apr 17Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥1.57 (up from CN¥0.43 in FY 2020). Revenue: CN¥44.8b (up 21% from FY 2020). Net income: CN¥2.25b (up 274% from FY 2020). Profit margin: 5.0% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 32%, compared to a 50% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Mar 10Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 300 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 300 million worth of its shares. The shares will be repurchased at a price of not more than CNY 18 per share. The authorization will be valid for a period of 12 months.Price Target Changed • Jan 21Price target increased to CN¥21.88Up from CN¥18.98, the current price target is an average from 6 analysts. New target price is 48% above last closing price of CN¥14.80. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥1.67 for next year compared to CN¥0.43 last year.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.05 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥12.9b (up 36% from 3Q 2020). Net income: CN¥610.6m (up CN¥551.1m from 3Q 2020). Profit margin: 4.7% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. 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 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥17.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 8.8% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥21.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Chemicals industry in China. Total returns to shareholders of 43% over the past three years.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.59 (vs CN¥0.098 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥12.9b (up 51% from 2Q 2020). Net income: CN¥826.3m (up 485% from 2Q 2020). Profit margin: 6.4% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥19.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥23.90, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 67% over the past three years.Major Estimate Revision • Jul 14Consensus EPS estimates increase to CN¥1.54The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from CN¥49.9b to CN¥52.7b. EPS estimate increased from CN¥1.39 to CN¥1.54 per share. Net income forecast to grow 117% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target up from CN¥16.86 to CN¥21.43. Share price rose 8.9% to CN¥22.45 over the past week.Price Target Changed • Jul 09Price target increased to CN¥21.43Up from CN¥17.45, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CN¥20.91. Stock is up 84% over the past year.공시 • Jun 05An unknown buyer agree to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Xinfengming Group Co., Ltd. (SHSE:603225) for CNY 10.3 million.An unknown buyer agree to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Xinfengming Group Co., Ltd. (SHSE:603225) for CNY 10.3 million on June 3, 2021. As on May 5, 2021, Tongxiang Wujiang Technology Development Co., Ltd. reported total assets of CNY 14.03 million, net assets of CNY 10.3 million, operating income of CNY 7.8 million and net profit of CNY 1.8 million. Transaction is approved by the Board of Xinfengming Group Co., Ltd.Reported Earnings • Apr 20Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥1.13 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥37.0b (up 8.3% from FY 2019). Net income: CN¥603.0m (down 56% from FY 2019). Profit margin: 1.6% (down from 4.0% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥16.35, the stock is trading at a trailing P/E ratio of 42.8x, down from the previous P/E ratio of 51.2x. This compares to an average P/E of 36x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 13%.Is New 90 Day High Low • Feb 08New 90-day high: CN¥21.13The company is up 100% from its price of CN¥10.58 on 10 November 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.76 per share.Is New 90 Day High Low • Jan 21New 90-day high: CN¥19.02The company is up 79% from its price of CN¥10.62 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.74 per share.Price Target Changed • Jan 19Price target raised to CN¥16.70Up from CN¥14.05, the current price target is an average from 4 analysts. The new target price is close to the current share price of CN¥17.50. As of last close, the stock is up 41% over the past year.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥16.93, the stock is trading at a trailing P/E ratio of 44.3x, up from the previous P/E ratio of 36.3x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 9.1%.Is New 90 Day High Low • Dec 25New 90-day high: CN¥13.75The company is up 37% from its price of CN¥10.05 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.24 per share.Valuation Update With 7 Day Price Move • Nov 21Market bids up stock over the past weekAfter last week's 17% share price gain to CN¥13.10, the stock is trading at a trailing P/E ratio of 34.3x, up from the previous P/E ratio of 29.2x. This compares to an average P/E of 40x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 22%.Price Target Changed • Nov 20Price target raised to CN¥14.05Up from CN¥12.67, the current price target is an average from 4 analysts. The new target price is 11% above the current share price of CN¥12.71. As of last close, the stock is up 9.6% over the past year.Is New 90 Day High Low • Nov 17New 90-day high: CN¥12.70The company is up 3.0% from its price of CN¥12.29 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.98 per share.이익 및 매출 성장 예측SHSE:603225 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202889,0862,5174,0438,591412/31/202786,0042,1354,8788,198512/31/202680,7301,7082,0736,97953/31/202674,5301,0802586,761N/A12/31/202571,5571,018-2,6934,717N/A9/30/202569,4361,222-4,1824,028N/A6/30/202569,3091,204-1,3676,912N/A3/31/202567,1951,131-3,5214,172N/A12/31/202467,0911,100-3906,790N/A9/30/202466,4669451,4937,136N/A6/30/202464,5581,212-2,5452,357N/A3/31/202463,4111,1724204,369N/A12/31/202361,4691,0863113,659N/A9/30/202357,044397-6123,314N/A6/30/202355,255-1201,2045,035N/A3/31/202352,694-301-1,6282,771N/A12/31/202250,787-206-2,1913,185N/A9/30/202246,144604-4,4261,495N/A6/30/202244,8041,324-5,306928N/A3/31/202244,5562,041-4,4381,720N/A12/31/202144,7702,254-3,1513,143N/A9/30/202150,4962,278-2,7583,861N/A6/30/202147,1001,727-2,9163,405N/A3/31/202142,7361,042-2,0334,247N/A12/31/202036,984603-2,8603,183N/A9/30/202032,636507-2,6402,657N/A6/30/202031,384965-3,1162,209N/A3/31/202031,5541,145-4,637766N/A12/31/201934,1481,353N/A1,823N/A9/30/201933,6511,073N/A721N/A6/30/201934,5811,199N/A437N/A3/31/201934,5901,428N/A432N/A1/1/201932,6591,423N/A979N/A9/30/201829,6762,021N/A1,919N/A6/30/201826,5921,782N/A2,494N/A3/31/201824,0441,532N/A2,322N/A12/31/201722,9631,497N/A1,826N/A9/30/201722,0951,329N/A1,890N/A6/30/201720,5461,124N/A1,288N/A3/31/201718,845879N/A1,190N/A12/31/201617,477732N/A1,702N/A9/30/201616,096309N/A668N/A6/30/201615,583145N/A1,136N/A3/31/201615,030193N/A776N/A12/31/201514,640304N/A693N/A9/30/201514,552475N/A-444N/A6/30/201514,601490N/A382N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 603225 의 연간 예상 수익 증가율(27.5%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 603225 의 연간 수익(27.5%)이 CN 시장(27.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 603225 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 603225 의 수익(연간 6.4%)이 CN 시장(연간 16.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 603225 의 수익(연간 6.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 603225의 자본 수익률은 3년 후 10.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 00:50종가2026/05/21 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 소스Xinfengming Group Co., Ltd.는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Wang PengChina Galaxy Securities Co., Ltd.Xiaotian XuChina International Capital Corporation LimitedLin YangGuosen Securities Co., Ltd.4명의 분석가 더 보기
Price Target Changed • Apr 18Price target increased by 10% to CN¥20.45Up from CN¥18.55, the current price target is an average from 2 analysts. New target price is 22% above last closing price of CN¥16.78. Stock is up 63% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥0.69 last year.
Price Target Changed • Aug 31Price target increased by 9.5% to CN¥15.87Up from CN¥14.49, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥15.33. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.91 for next year compared to CN¥0.73 last year.
Price Target Changed • Apr 29Price target decreased by 7.1% to CN¥14.47Down from CN¥15.58, the current price target is an average from 4 analysts. New target price is 33% above last closing price of CN¥10.84. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥1.10 for next year compared to CN¥0.73 last year.
Price Target Changed • Jul 13Price target increased by 8.5% to CN¥16.36Up from CN¥15.07, the current price target is an average from 4 analysts. New target price is 9.7% above last closing price of CN¥14.91. Stock is up 20% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.72 last year.
Price Target Changed • Apr 11Price target increased by 7.7% to CN¥15.07Up from CN¥14.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥14.77. Stock is up 34% over the past year. The company is forecast to post earnings per share of CN¥1.21 for next year compared to CN¥0.72 last year.
분석 기사 • Mar 30Analysts Are Updating Their Xinfengming Group Co., Ltd. (SHSE:603225) Estimates After Its Annual ResultsIt's been a good week for Xinfengming Group Co., Ltd. ( SHSE:603225 ) shareholders, because the company has just...
Price Target Changed • Apr 18Price target increased by 10% to CN¥20.45Up from CN¥18.55, the current price target is an average from 2 analysts. New target price is 22% above last closing price of CN¥16.78. Stock is up 63% over the past year. The company is forecast to post earnings per share of CN¥1.18 for next year compared to CN¥0.69 last year.
Reported Earnings • Apr 17Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.69 (down from CN¥0.73 in FY 2024). Revenue: CN¥71.6b (up 6.7% from FY 2024). Net income: CN¥1.02b (down 7.5% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공시 • Apr 17Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
공시 • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥17.44, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 61% over the past three years.
공시 • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.29, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 25x in the Chemicals industry in China. Total returns to shareholders of 81% over the past three years.
New Risk • Nov 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.4% average weekly change).
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥18.15, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 89% over the past three years.
New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
공시 • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xinfengming Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Price Target Changed • Aug 31Price target increased by 9.5% to CN¥15.87Up from CN¥14.49, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥15.33. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.91 for next year compared to CN¥0.73 last year.
공시 • Jun 30Xinfengming Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xinfengming Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
New Risk • May 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
New Risk • May 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Paying a dividend despite having no free cash flows.
Price Target Changed • Apr 29Price target decreased by 7.1% to CN¥14.47Down from CN¥15.58, the current price target is an average from 4 analysts. New target price is 33% above last closing price of CN¥10.84. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥1.10 for next year compared to CN¥0.73 last year.
Reported Earnings • Apr 25Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.73 (up from CN¥0.72 in FY 2023). Revenue: CN¥67.1b (up 9.1% from FY 2023). Net income: CN¥1.10b (up 1.3% from FY 2023). Profit margin: 1.6% (down from 1.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Apr 25Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥10.21, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 6.0% over the past three years.
공시 • Mar 28Xinfengming Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xinfengming Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
분석 기사 • Feb 27Xinfengming Group (SHSE:603225) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Feb 11Investors Aren't Entirely Convinced By Xinfengming Group Co., Ltd.'s (SHSE:603225) EarningsWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 37x, you may consider...
분석 기사 • Jan 12Some Investors May Be Worried About Xinfengming Group's (SHSE:603225) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
공시 • Dec 27Xinfengming Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Xinfengming Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
분석 기사 • Dec 11Is Now An Opportune Moment To Examine Xinfengming Group Co., Ltd. (SHSE:603225)?Xinfengming Group Co., Ltd. ( SHSE:603225 ), might not be a large cap stock, but it saw a decent share price growth of...
분석 기사 • Nov 19Here's Why Xinfengming Group (SHSE:603225) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Nov 04Impressive Earnings May Not Tell The Whole Story For Xinfengming Group (SHSE:603225)Last week's profit announcement from Xinfengming Group Co., Ltd. ( SHSE:603225 ) was underwhelming for investors...
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.097 (vs CN¥0.27 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.097 (down from CN¥0.27 in 3Q 2023). Revenue: CN¥17.9b (up 12% from 3Q 2023). Net income: CN¥140.9m (down 65% from 3Q 2023). Profit margin: 0.8% (down from 2.5% in 3Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Xinfengming Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
분석 기사 • Sep 30Xinfengming Group Co., Ltd.'s (SHSE:603225) Revenues Are Not Doing Enough For Some InvestorsXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy...
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥11.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 27% over the past three years.
분석 기사 • Sep 14There Are Reasons To Feel Uneasy About Xinfengming Group's (SHSE:603225) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.22 (up from CN¥0.19 in 2Q 2023). Revenue: CN¥16.8b (up 7.3% from 2Q 2023). Net income: CN¥329.5m (up 14% from 2Q 2023). Profit margin: 2.0% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
분석 기사 • Aug 14Is Xinfengming Group (SHSE:603225) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 • Jul 29What Is Xinfengming Group Co., Ltd.'s (SHSE:603225) Share Price Doing?Xinfengming Group Co., Ltd. ( SHSE:603225 ), is not the largest company out there, but it received a lot of attention...
Price Target Changed • Jul 13Price target increased by 8.5% to CN¥16.36Up from CN¥15.07, the current price target is an average from 4 analysts. New target price is 9.7% above last closing price of CN¥14.91. Stock is up 20% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.72 last year.
공시 • Jun 29Xinfengming Group Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Xinfengming Group Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
분석 기사 • Jun 28There Is A Reason Xinfengming Group Co., Ltd.'s (SHSE:603225) Price Is UndemandingXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy...
분석 기사 • Jun 13Returns On Capital At Xinfengming Group (SHSE:603225) Paint A Concerning PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Large one-off items impacting financial results.
분석 기사 • May 02Investors Shouldn't Be Too Comfortable With Xinfengming Group's (SHSE:603225) EarningsDespite posting some strong earnings, the market for Xinfengming Group Co., Ltd.'s ( SHSE:603225 ) stock hasn't moved...
New Risk • May 01New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 92% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (92% cash payout ratio).
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.13 in 1Q 2023). Revenue: CN¥14.5b (up 16% from 1Q 2023). Net income: CN¥275.2m (up 45% from 1Q 2023). Profit margin: 1.9% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
분석 기사 • Apr 15What Is Xinfengming Group Co., Ltd.'s (SHSE:603225) Share Price Doing?While Xinfengming Group Co., Ltd. ( SHSE:603225 ) might not have the largest market cap around , it received a lot of...
Price Target Changed • Apr 11Price target increased by 7.7% to CN¥15.07Up from CN¥14.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥14.77. Stock is up 34% over the past year. The company is forecast to post earnings per share of CN¥1.21 for next year compared to CN¥0.72 last year.
분석 기사 • Mar 30Analysts Are Updating Their Xinfengming Group Co., Ltd. (SHSE:603225) Estimates After Its Annual ResultsIt's been a good week for Xinfengming Group Co., Ltd. ( SHSE:603225 ) shareholders, because the company has just...
공시 • Mar 29Xinfengming Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Xinfengming Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
공시 • Mar 26Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
Reported Earnings • Mar 26Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: CN¥0.72 (up from CN¥0.14 loss in FY 2022). Revenue: CN¥61.5b (up 21% from FY 2022). Net income: CN¥1.09b (up CN¥1.29b from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
분석 기사 • Mar 17Xinfengming Group Co., Ltd.'s (SHSE:603225) Price In Tune With EarningsXinfengming Group Co., Ltd.'s ( SHSE:603225 ) price-to-earnings (or "P/E") ratio of 54.6x might make it look like a...
분석 기사 • Mar 01Investors Could Be Concerned With Xinfengming Group's (SHSE:603225) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years.
공시 • Feb 01Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 150 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its class A shares. The shares will be repurchased at no more than CNY 16 per share. The repurchased shares will be used for ESOP or equity incentives. The program will be valid for 12 months.
공시 • Dec 30Xinfengming Group Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Xinfengming Group Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.57, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.075 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (up from CN¥0.075 loss in 3Q 2022). Revenue: CN¥16.0b (up 13% from 3Q 2022). Net income: CN¥407.4m (up CN¥517.0m from 3Q 2022). Profit margin: 2.5% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Xinfengming Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023
Price Target Changed • Sep 19Price target increased by 17% to CN¥14.13Up from CN¥12.08, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥13.63. Stock is up 38% over the past year. The company is forecast to post earnings per share of CN¥0.63 next year compared to a net loss per share of CN¥0.14 last year.
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.071 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.071 in 2Q 2022). Revenue: CN¥15.7b (up 20% from 2Q 2022). Net income: CN¥289.8m (up 166% from 2Q 2022). Profit margin: 1.8% (up from 0.8% in 2Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 30Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: CN¥0.14 loss per share (down from CN¥1.57 profit in FY 2021). Revenue: CN¥50.8b (up 13% from FY 2021). Net loss: CN¥205.1m (down 109% from profit in FY 2021). Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Feb 17Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd for CNY 3.30 million.Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd. for CNY 3.30 million on February 15, 2023. Xinfengming Group's board of directors approves the acquisition. As of December 31, 2022, total assets of CNY 3.30662519 million, net assets of CNY 3.30662519 million, operating income of CNY 0, and net income of CNY -0.48211548 million.
공시 • Jan 18Xinfengming Group Co., Ltd. announced that it expects to receive CNY 999.999998 million in funding from Xinfengming Holding Group Co., Ltd. and other investorXinfengming Group Co., Ltd. announced that it has entered into the share subscription agreement of 114,285,714 A shares at an issue price of CNY 8.75 per share for the gross proceeds of CNY 1,000,000,000 on January 17, 2023. The transaction will include participation from Xinfengming Holding Group Co., Ltd. for not more than 68,571,428 shares and individual investor Zhuang Kuilong for not more than 45,714,286 shares. The shares cannot be transferred within 18 months from the issuance closing date. The transaction has been approved approved in the 37th meeting of the company’s 5th directorate and the 24th meeting of the 5th supervisory board, and is subject to the approvals of the company’s shareholders and the China Securities Regulatory Commission. The company’s total share capital is 1,529,469,778 shares. Xinfengming Holding Group Co., Ltd. holds 15.41% stake for 235,693,920 shares and Zhuang Kuilong holds 22.07% stake for 337,521,813 shares. Post the completion, Xinfengming Holding Group Co., Ltd. will hold 304,265,348 shares and Zhuang Kuilong will hold 383,236,099 shares.
Price Target Changed • Dec 19Price target decreased to CN¥10.93Down from CN¥12.05, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥11.03. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥0.28 for next year compared to CN¥1.57 last year.
Board Change • Nov 16Less 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. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥9.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 14% over the past three years.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥52.9b to CN¥51.1b. EPS estimate also fell from CN¥0.99 per share to CN¥0.64 per share. Net income forecast to grow 189% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target down from CN¥12.05 to CN¥11.43. Share price was steady at CN¥8.42 over the past week.
Reported Earnings • Oct 28Third quarter 2022 earnings released: CN¥0.075 loss per share (vs CN¥0.42 profit in 3Q 2021)Third quarter 2022 results: CN¥0.075 loss per share (down from CN¥0.42 profit in 3Q 2021). Revenue: CN¥14.2b (up 10% from 3Q 2021). Net loss: CN¥109.5m (down 118% from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 11Price target decreased to CN¥12.05Down from CN¥13.18, the current price target is an average from 4 analysts. New target price is 37% above last closing price of CN¥8.82. Stock is down 45% over the past year. The company is forecast to post earnings per share of CN¥0.99 for next year compared to CN¥1.57 last year.
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.071 (vs CN¥0.59 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.071 (down from CN¥0.59 in 2Q 2021). Revenue: CN¥13.1b (up 1.9% from 2Q 2021). Net income: CN¥108.8m (down 87% from 2Q 2021). Profit margin: 0.8% (down from 6.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 40% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jul 20Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥53.9b to CN¥53.2b. EPS estimate also fell from CN¥1.25 per share to CN¥1.11 per share. Net income forecast to shrink 1.6% next year vs 41% growth forecast for Chemicals industry in China . Consensus price target broadly unchanged at CN¥13.18. Share price was steady at CN¥10.47 over the past week.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥11.59, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.87 per share.
Price Target Changed • May 12Price target decreased to CN¥13.55Down from CN¥15.09, the current price target is an average from 8 analysts. New target price is 40% above last closing price of CN¥9.65. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥1.34 for next year compared to CN¥1.57 last year.
Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.36 in 1Q 2021). Revenue: CN¥10.6b (down 2.0% from 1Q 2021). Net income: CN¥284.8m (down 43% from 1Q 2021). Profit margin: 2.7% (down from 4.6% in 1Q 2021). Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 28%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target decreased to CN¥15.09Down from CN¥18.44, the current price target is an average from 7 analysts. New target price is 61% above last closing price of CN¥9.39. Stock is down 48% over the past year. The company is forecast to post earnings per share of CN¥1.40 for next year compared to CN¥1.57 last year.
Board Change • Apr 27Less 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. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Apr 21Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥59.9b to CN¥54.7b. EPS estimate also fell from CN¥1.87 per share to CN¥1.40 per share. Net income forecast to shrink 6.4% next year vs 39% growth forecast for Chemicals industry in China . Consensus price target down from CN¥18.44 to CN¥15.09. Share price fell 9.2% to CN¥10.30 over the past week.
Price Target Changed • Apr 19Price target decreased to CN¥15.09Down from CN¥18.44, the current price target is an average from 7 analysts. New target price is 46% above last closing price of CN¥10.30. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥1.40 for next year compared to CN¥1.57 last year.
Reported Earnings • Apr 17Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥1.57 (up from CN¥0.43 in FY 2020). Revenue: CN¥44.8b (up 21% from FY 2020). Net income: CN¥2.25b (up 274% from FY 2020). Profit margin: 5.0% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 32%, compared to a 50% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Mar 10Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 300 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 300 million worth of its shares. The shares will be repurchased at a price of not more than CNY 18 per share. The authorization will be valid for a period of 12 months.
Price Target Changed • Jan 21Price target increased to CN¥21.88Up from CN¥18.98, the current price target is an average from 6 analysts. New target price is 48% above last closing price of CN¥14.80. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥1.67 for next year compared to CN¥0.43 last year.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.05 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥12.9b (up 36% from 3Q 2020). Net income: CN¥610.6m (up CN¥551.1m from 3Q 2020). Profit margin: 4.7% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. 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 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥17.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 8.8% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥21.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Chemicals industry in China. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.59 (vs CN¥0.098 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥12.9b (up 51% from 2Q 2020). Net income: CN¥826.3m (up 485% from 2Q 2020). Profit margin: 6.4% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥19.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥23.90, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 67% over the past three years.
Major Estimate Revision • Jul 14Consensus EPS estimates increase to CN¥1.54The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from CN¥49.9b to CN¥52.7b. EPS estimate increased from CN¥1.39 to CN¥1.54 per share. Net income forecast to grow 117% next year vs 44% growth forecast for Chemicals industry in China. Consensus price target up from CN¥16.86 to CN¥21.43. Share price rose 8.9% to CN¥22.45 over the past week.
Price Target Changed • Jul 09Price target increased to CN¥21.43Up from CN¥17.45, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CN¥20.91. Stock is up 84% over the past year.
공시 • Jun 05An unknown buyer agree to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Xinfengming Group Co., Ltd. (SHSE:603225) for CNY 10.3 million.An unknown buyer agree to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Xinfengming Group Co., Ltd. (SHSE:603225) for CNY 10.3 million on June 3, 2021. As on May 5, 2021, Tongxiang Wujiang Technology Development Co., Ltd. reported total assets of CNY 14.03 million, net assets of CNY 10.3 million, operating income of CNY 7.8 million and net profit of CNY 1.8 million. Transaction is approved by the Board of Xinfengming Group Co., Ltd.
Reported Earnings • Apr 20Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥1.13 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥37.0b (up 8.3% from FY 2019). Net income: CN¥603.0m (down 56% from FY 2019). Profit margin: 1.6% (down from 4.0% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥16.35, the stock is trading at a trailing P/E ratio of 42.8x, down from the previous P/E ratio of 51.2x. This compares to an average P/E of 36x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 13%.
Is New 90 Day High Low • Feb 08New 90-day high: CN¥21.13The company is up 100% from its price of CN¥10.58 on 10 November 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.76 per share.
Is New 90 Day High Low • Jan 21New 90-day high: CN¥19.02The company is up 79% from its price of CN¥10.62 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.74 per share.
Price Target Changed • Jan 19Price target raised to CN¥16.70Up from CN¥14.05, the current price target is an average from 4 analysts. The new target price is close to the current share price of CN¥17.50. As of last close, the stock is up 41% over the past year.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥16.93, the stock is trading at a trailing P/E ratio of 44.3x, up from the previous P/E ratio of 36.3x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 9.1%.
Is New 90 Day High Low • Dec 25New 90-day high: CN¥13.75The company is up 37% from its price of CN¥10.05 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.24 per share.
Valuation Update With 7 Day Price Move • Nov 21Market bids up stock over the past weekAfter last week's 17% share price gain to CN¥13.10, the stock is trading at a trailing P/E ratio of 34.3x, up from the previous P/E ratio of 29.2x. This compares to an average P/E of 40x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 22%.
Price Target Changed • Nov 20Price target raised to CN¥14.05Up from CN¥12.67, the current price target is an average from 4 analysts. The new target price is 11% above the current share price of CN¥12.71. As of last close, the stock is up 9.6% over the past year.
Is New 90 Day High Low • Nov 17New 90-day high: CN¥12.70The company is up 3.0% from its price of CN¥12.29 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.98 per share.