View ValuationLier ChemicalLTD 향후 성장Future 기준 점검 2/6Lier ChemicalLTD (는) 각각 연간 20.8% 및 9.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.8% 로 예상됩니다.핵심 정보20.8%이익 성장률20.95%EPS 성장률Chemicals 이익 성장29.1%매출 성장률9.4%향후 자기자본이익률8.79%애널리스트 커버리지Low마지막 업데이트28 Apr 2026최근 향후 성장 업데이트Major Estimate Revision • Jun 17Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥7.38b to CN¥7.45b. EPS estimate fell from CN¥0.653 to CN¥0.585 per share. Net income forecast to grow 55% next year vs 43% growth forecast for Chemicals industry in China. Consensus price target up from CN¥10.50 to CN¥12.00. Share price fell 2.8% to CN¥11.33 over the past week.Major Estimate Revision • Apr 03Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥8.12b to CN¥7.11b. EPS estimate fell from CN¥0.683 to CN¥0.635 per share. Net income forecast to grow 138% next year vs 48% growth forecast for Chemicals industry in China. Consensus price target of CN¥10.50 unchanged from last update. Share price fell 3.1% to CN¥8.92 over the past week.분석 기사 • Mar 31Lier Chemical Co.,LTD. Just Beat Revenue By 12%: Here's What Analysts Think Will Happen NextLier Chemical Co.,LTD. ( SZSE:002258 ) came out with its yearly results last week, and we wanted to see how the...Major Estimate Revision • Nov 07Consensus EPS estimates fall by 71%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.66b to CN¥6.52b. EPS estimate also fell from CN¥0.92 per share to CN¥0.27 per share. Net income forecast to grow 164% next year vs 53% growth forecast for Chemicals industry in China. Consensus price target of CN¥10.50 unchanged from last update. Share price rose 6.1% to CN¥8.75 over the past week.Major Estimate Revision • Sep 05Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥8.05b to CN¥6.66b. EPS estimate unchanged from CN¥0.92 per share at last update. Chemicals industry in China expected to see average net income growth of 46% next year. Consensus price target down from CN¥11.50 to CN¥10.00. Share price was steady at CN¥7.19 over the past week.분석 기사 • Mar 25Lier Chemical Co.,LTD. Just Missed Earnings - But Analysts Have Updated Their ModelsLier Chemical Co.,LTD. ( SZSE:002258 ) shareholders are probably feeling a little disappointed, since its shares fell...모든 업데이트 보기Recent updates공고 • Jun 30Lier Chemical Co.,LTD. to Report First Half, 2026 Results on Aug 28, 2026Lier Chemical Co.,LTD. announced that they will report first half, 2026 results on Aug 28, 2026공고 • Mar 31Lier Chemical Co.,LTD. to Report Q1, 2026 Results on Apr 25, 2026Lier Chemical Co.,LTD. announced that they will report Q1, 2026 results on Apr 25, 2026Reported Earnings • Mar 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥0.60 (up from CN¥0.27 in FY 2024). Revenue: CN¥9.01b (up 23% from FY 2024). Net income: CN¥478.8m (up 122% from FY 2024). Profit margin: 5.3% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Revenue is forecast to grow 7.5% 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, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.공고 • Mar 28Lier Chemical Co.,LTD., Annual General Meeting, Apr 17, 2026Lier Chemical Co.,LTD., Annual General Meeting, Apr 17, 2026, at 14:40 China Standard Time. Location: 7F, Building 1, No. 16, Yuanyi Street, Pucheng District, Mianyang, Sichuan ChinaReported Earnings • Jan 24Full year 2025 earnings released: EPS: CN¥0.60 (vs CN¥0.27 in FY 2024)Full year 2025 results: EPS: CN¥0.60 (up from CN¥0.27 in FY 2024). Revenue: CN¥9.01b (up 23% from FY 2024). Net income: CN¥478.8m (up 122% from FY 2024). Profit margin: 5.3% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥16.96, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.05 per share.공고 • Dec 31Lier Chemical Co.,LTD. to Report Fiscal Year 2025 Results on Mar 28, 2026Lier Chemical Co.,LTD. announced that they will report fiscal year 2025 results on Mar 28, 2026Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.14 (vs CN¥0.049 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.14 (up from CN¥0.049 in 3Q 2024). Revenue: CN¥2.20b (up 19% from 3Q 2024). Net income: CN¥110.7m (up 184% from 3Q 2024). Profit margin: 5.0% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% 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, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.공고 • Sep 30Lier Chemical Co.,LTD. to Report Q3, 2025 Results on Oct 25, 2025Lier Chemical Co.,LTD. announced that they will report Q3, 2025 results on Oct 25, 2025공고 • Sep 16Lier Chemical Co.,Ltd. Approves Interim Profit Distribution Plan for 2025Lier Chemical Co.,LTD. held its 2nd Extraordinary General Meeting of 2025 on 12 September 2025, approved cash interim dividend (tax included) of CNY 2.00000000 per 10 shares for the year 2025.공고 • Aug 28Lier Chemical Co.,LTD. Approves Board Appointments, Effective 26 August 2025Lier Chemical Co.,LTD. at its Extraordinary General Meeting held on 26 August 2025, approved election of Wei Dejia and Meng Qin as independent directors.공고 • Jul 02Lier Chemical Co.,LTD. to Report First Half, 2025 Results on Aug 28, 2025Lier Chemical Co.,LTD. announced that they will report first half, 2025 results on Aug 28, 2025Major Estimate Revision • Jun 17Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥7.38b to CN¥7.45b. EPS estimate fell from CN¥0.653 to CN¥0.585 per share. Net income forecast to grow 55% next year vs 43% growth forecast for Chemicals industry in China. Consensus price target up from CN¥10.50 to CN¥12.00. Share price fell 2.8% to CN¥11.33 over the past week.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥11.86, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.41 per share.공고 • Apr 23Lier Chemical Co.,LTD. Approves Cash Dividend for the Year 2024Lier Chemical Co.,LTD. approved cash dividend of CNY 2.00000000 per 10 shares (tax included) for the year 2024, at its AGM held on 18 April 2025.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥10.28, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥6.43 per share.New Risk • Apr 04New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.2% 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: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.9% net profit margin).Major Estimate Revision • Apr 03Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥8.12b to CN¥7.11b. EPS estimate fell from CN¥0.683 to CN¥0.635 per share. Net income forecast to grow 138% next year vs 48% growth forecast for Chemicals industry in China. Consensus price target of CN¥10.50 unchanged from last update. Share price fell 3.1% to CN¥8.92 over the past week.분석 기사 • Mar 31Lier Chemical Co.,LTD. Just Beat Revenue By 12%: Here's What Analysts Think Will Happen NextLier Chemical Co.,LTD. ( SZSE:002258 ) came out with its yearly results last week, and we wanted to see how the...공고 • Mar 31Lier Chemical Co.,LTD. to Report Q1, 2025 Results on Apr 25, 2025Lier Chemical Co.,LTD. announced that they will report Q1, 2025 results on Apr 25, 2025Reported Earnings • Mar 28Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: CN¥0.27 (down from CN¥0.75 in FY 2023). Revenue: CN¥7.31b (down 6.9% from FY 2023). Net income: CN¥215.3m (down 64% from FY 2023). Profit margin: 2.9% (down from 7.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% 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 fallen by 56% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.공고 • Mar 28Lier Chemical Co.,LTD., Annual General Meeting, Apr 18, 2025Lier Chemical Co.,LTD., Annual General Meeting, Apr 18, 2025, at 14:40 China Standard Time. Location: The Company's Meeting Room, Mianyang, Sichuan ChinaReported Earnings • Jan 25Full year 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.75 in FY 2023)Full year 2024 results: EPS: CN¥0.27 (down from CN¥0.75 in FY 2023). Revenue: CN¥7.31b (down 6.9% from FY 2023). Net income: CN¥215.3m (down 64% from FY 2023). Profit margin: 2.9% (down from 7.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% 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 fallen by 56% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.분석 기사 • Jan 05Lier ChemicalLTD's (SZSE:002258) Returns On Capital Not Reflecting Well On The BusinessFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...공고 • Dec 31Lier Chemical Co.,LTD. to Report Fiscal Year 2024 Results on Mar 28, 2025Lier Chemical Co.,LTD. announced that they will report fiscal year 2024 results on Mar 28, 2025Major Estimate Revision • Nov 07Consensus EPS estimates fall by 71%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.66b to CN¥6.52b. EPS estimate also fell from CN¥0.92 per share to CN¥0.27 per share. Net income forecast to grow 164% next year vs 53% growth forecast for Chemicals industry in China. Consensus price target of CN¥10.50 unchanged from last update. Share price rose 6.1% to CN¥8.75 over the past week.Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.049 (vs CN¥0.10 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.049 (down from CN¥0.10 in 3Q 2023). Revenue: CN¥1.86b (up 21% from 3Q 2023). Net income: CN¥39.0m (down 51% from 3Q 2023). Profit margin: 2.1% (down from 5.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 22% per year, which means it has not declined as severely as earnings.공고 • Sep 30Lier Chemical Co.,LTD. to Report Q3, 2024 Results on Oct 31, 2024Lier Chemical Co.,LTD. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥8.02, 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 58% over the past three years.분석 기사 • Sep 25Returns On Capital Signal Tricky Times Ahead For Lier ChemicalLTD (SZSE:002258)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Major Estimate Revision • Sep 05Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥8.05b to CN¥6.66b. EPS estimate unchanged from CN¥0.92 per share at last update. Chemicals industry in China expected to see average net income growth of 46% next year. Consensus price target down from CN¥11.50 to CN¥10.00. Share price was steady at CN¥7.19 over the past week.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.056 (vs CN¥0.26 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.056 (down from CN¥0.26 in 2Q 2023). Revenue: CN¥1.94b (down 4.4% from 2Q 2023). Net income: CN¥45.1m (down 78% from 2Q 2023). Profit margin: 2.3% (down from 10% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 16% 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 23% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.분석 기사 • Aug 22Investors Aren't Entirely Convinced By Lier Chemical Co.,LTD.'s (SZSE:002258) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.8x Lier Chemical Co.,LTD. ( SZSE:002258 ) is a stock...공고 • Jun 29Lier Chemical Co.,LTD. to Report First Half, 2024 Results on Aug 30, 2024Lier Chemical Co.,LTD. announced that they will report first half, 2024 results on Aug 30, 2024분석 기사 • Jun 26Lier ChemicalLTD (SZSE:002258) Will Want To Turn Around Its Return TrendsThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.34 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.34 in 1Q 2023). Revenue: CN¥1.39b (down 43% from 1Q 2023). Net income: CN¥47.8m (down 83% from 1Q 2023). Profit margin: 3.4% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% 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 6% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.공고 • Mar 30Lier Chemical Co.,LTD. to Report Q1, 2024 Results on Apr 29, 2024Lier Chemical Co.,LTD. announced that they will report Q1, 2024 results on Apr 29, 2024분석 기사 • Mar 27Things Look Grim For Lier Chemical Co.,LTD. (SZSE:002258) After Today's DowngradeMarket forces rained on the parade of Lier Chemical Co.,LTD. ( SZSE:002258 ) shareholders today, when the analysts...분석 기사 • Mar 25Lier Chemical Co.,LTD. Just Missed Earnings - But Analysts Have Updated Their ModelsLier Chemical Co.,LTD. ( SZSE:002258 ) shareholders are probably feeling a little disappointed, since its shares fell...Reported Earnings • Mar 23Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.75 (down from CN¥2.43 in FY 2022). Revenue: CN¥7.85b (down 23% from FY 2022). Net income: CN¥603.9m (down 67% from FY 2022). Profit margin: 7.7% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 18% 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 increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공고 • Mar 23Lier Chemical Co.,LTD., Annual General Meeting, Apr 12, 2024Lier Chemical Co.,LTD., Annual General Meeting, Apr 12, 2024, at 14:40 China Standard Time.분석 기사 • Mar 08Capital Allocation Trends At Lier ChemicalLTD (SZSE:002258) Aren't IdealIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥10.13, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.11 per share.Reported Earnings • Feb 01Full year 2023 earnings released: EPS: CN¥0.75 (vs CN¥2.43 in FY 2022)Full year 2023 results: EPS: CN¥0.75 (down from CN¥2.43 in FY 2022). Revenue: CN¥7.85b (down 23% from FY 2022). Net income: CN¥603.9m (down 67% from FY 2022). Profit margin: 7.7% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% 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 increased by 10% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.공고 • Dec 30Lier Chemical Co.,LTD. to Report Fiscal Year 2023 Results on Mar 23, 2024Lier Chemical Co.,LTD. announced that they will report fiscal year 2023 results on Mar 23, 2024Price Target Changed • Nov 02Price target decreased by 18% to CN¥14.00Down from CN¥17.00, the current price target is an average from 2 analysts. New target price is 17% above last closing price of CN¥11.98. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥2.43 last year.Major Estimate Revision • Oct 31Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥8.93b to CN¥8.26b. EPS estimate also fell from CN¥1.25 per share to CN¥1.01 per share. Net income forecast to grow 16% next year vs 60% growth forecast for Chemicals industry in China. Consensus price target down from CN¥17.00 to CN¥16.00. Share price was steady at CN¥12.06 over the past week.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.60 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.10 (down from CN¥0.60 in 3Q 2022). Revenue: CN¥1.54b (down 42% from 3Q 2022). Net income: CN¥80.3m (down 82% from 3Q 2022). Profit margin: 5.2% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% 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 increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Price Target Changed • Sep 09Price target decreased by 21% to CN¥21.37Down from CN¥27.03, the current price target is an average from 3 analysts. New target price is 61% above last closing price of CN¥13.26. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥1.54 for next year compared to CN¥2.43 last year.Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.69 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.69 in 2Q 2022). Revenue: CN¥2.03b (down 18% from 2Q 2022). Net income: CN¥205.0m (down 60% from 2Q 2022). Profit margin: 10% (down from 21% in 2Q 2022). The decrease in margin was driven by lower revenue. 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 40% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 25First quarter 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.72 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.34 (down from CN¥0.72 in 1Q 2022). Revenue: CN¥2.44b (down 6.5% from 1Q 2022). Net income: CN¥274.7m (down 49% from 1Q 2022). Profit margin: 11% (down from 20% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Mar 08Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥9.76b to CN¥10.7b. EPS estimate fell from CN¥2.59 to CN¥2.32 per share. Net income forecast to grow 1.3% next year vs 41% growth forecast for Chemicals industry in China. Consensus price target down from CN¥28.60 to CN¥26.55. Share price fell 2.5% to CN¥18.25 over the past week.Price Target Changed • Mar 04Price target decreased by 20% to CN¥23.00Down from CN¥28.60, the current price target is provided by 1 analyst. New target price is 26% above last closing price of CN¥18.29. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥2.41 for next year compared to CN¥2.43 last year.Reported Earnings • Mar 02Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: CN¥2.43 (up from CN¥1.46 in FY 2021). Revenue: CN¥10.1b (up 56% from FY 2021). Net income: CN¥1.81b (up 69% from FY 2021). Profit margin: 18% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 35%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 14Full year 2022 earnings released: EPS: CN¥2.43 (vs CN¥1.46 in FY 2021)Full year 2022 results: EPS: CN¥2.43 (up from CN¥1.46 in FY 2021). Revenue: CN¥10.1b (up 56% from FY 2021). Net income: CN¥1.81b (up 69% from FY 2021). Profit margin: 18% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Assistant to the General Manager and Member of Supervisory Board Fen Fang Tan is the most experienced director on the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Major Estimate Revision • Oct 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥8.64b to CN¥7.49b. EPS estimate increased from CN¥2.57 to CN¥2.64 per share. Net income forecast to shrink 5.7% next year vs 39% growth forecast for Chemicals industry in China . Consensus price target of CN¥28.60 unchanged from last update. Share price rose 8.7% to CN¥19.84 over the past week.Reported Earnings • Oct 13Third quarter 2022 earnings released: EPS: CN¥0.60 (vs CN¥0.14 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.60 (up from CN¥0.14 in 3Q 2021). Revenue: CN¥2.66b (up 138% from 3Q 2021). Net income: CN¥444.5m (up 317% from 3Q 2021). Profit margin: 17% (up from 9.5% in 3Q 2021). The increase in margin was driven by higher revenue. 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 60% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Aug 15Consensus revenue estimates increase by 13%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CN¥7.15b to CN¥8.07b. EPS estimate increased from CN¥1.88 to CN¥2.23 per share. Net income forecast to shrink 0.9% next year vs 41% growth forecast for Chemicals industry in China . Consensus price target up from CN¥29.07 to CN¥29.90. Share price rose 4.0% to CN¥24.23 over the past week.공고 • Aug 09Lier Chemical Co.,Ltd. Announces Management AppointmentsLier Chemical Co.,LTD. announced at the EGM held on August 5, 2022 that the company approved election of Li Shuxiang, Li Shuxiang, Song Xiaopei, Hao Minhong, Li Jian, Li Jiang as non-independent directors; Li Shuanghai as independent director and Xiao Yu as non-employee supervisor.Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: CN¥0.69 (vs CN¥0.39 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.69 (up from CN¥0.39 in 2Q 2021). Revenue: CN¥2.47b (up 47% from 2Q 2021). Net income: CN¥513.3m (up 81% from 2Q 2021). Profit margin: 21% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 11% compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 07Second quarter 2022 earnings released: EPS: CN¥1.42 (vs CN¥0.39 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.42 (up from CN¥0.39 in 2Q 2021). Revenue: CN¥5.08b (up 203% from 2Q 2021). Net income: CN¥1.05b (up 269% from 2Q 2021). Profit margin: 21% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 32% compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥1.01 (up from CN¥0.30 in 1Q 2021). Revenue: CN¥2.61b (up 76% from 1Q 2021). Net income: CN¥534.3m (up 142% from 1Q 2021). Profit margin: 20% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 7.4%. Over the next year, revenue is expected to shrink by 4.4% compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 06Upcoming dividend of CN¥0.50 per shareEligible shareholders must have bought the stock before 13 April 2022. Payment date: 13 April 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Chinese dividend payers (2.0%). Higher than average of industry peers (1.4%).공고 • Apr 01Lier Chemical Co.,LTD. Approves Cash Dividend (Tax Included) for 2021Lier Chemical Co.,LTD. announced that at its Annual General Meeting held on 29 March 2022, approved cash dividend/10 shares (tax included) of CNY 5.00000000 for 2021.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥28.18, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥49.60 per share.공고 • Mar 10Lier Chemical Co.,Ltd. Proposes Dividend for the Year 2021Lier Chemical Co.,LTD. proposed cash dividend of CNY 5.00000000 (tax included) per 10 shares for year 2021.Reported Earnings • Mar 06Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥2.04 (up from CN¥1.17 in FY 2020). Revenue: CN¥6.49b (up 31% from FY 2020). Net income: CN¥1.07b (up 75% from FY 2020). Profit margin: 17% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 7.4%. Over the next year, revenue is forecast to grow 13%, compared to a 48% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 33% per year.Reported Earnings • Jan 23Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥2.04 (up from CN¥1.17 in FY 2020). Revenue: CN¥6.49b (up 31% from FY 2020). Net income: CN¥1.07b (up 75% from FY 2020). Profit margin: 17% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 13%, compared to a 40% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.31 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥1.12b (up 11% from 3Q 2020). Net income: CN¥106.7m (down 34% from 3Q 2020). Profit margin: 9.5% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year.Price Target Changed • Oct 26Price target decreased to CN¥31.45Down from CN¥34.20, the current price target is an average from 7 analysts. New target price is 29% above last closing price of CN¥24.31. Stock is up 19% over the past year. The company is forecast to post earnings per share of CN¥2.05 for next year compared to CN¥1.17 last year.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥28.25, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 51% over the past three years.Major Estimate Revision • Aug 13Consensus revenue estimates increase to CN¥6.24bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from CN¥5.63b to CN¥6.24b. EPS estimate increased from CN¥1.54 to CN¥2.21 per share. Net income forecast to grow 30% next year vs 41% growth forecast for Chemicals industry in China. Consensus price target broadly unchanged at CN¥32.85. Share price rose 6.9% to CN¥33.80 over the past week.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS CN¥0.54 (vs CN¥0.33 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.68b (up 23% from 2Q 2020). Net income: CN¥284.2m (up 65% from 2Q 2020). Profit margin: 17% (up from 13% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥30.04, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.84 per share.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥26.38, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.34 per share.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.16 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.48b (up 51% from 1Q 2020). Net income: CN¥220.8m (up 165% from 1Q 2020). Profit margin: 15% (up from 8.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.공고 • Mar 10Lier Chemical Co.,LTD., Annual General Meeting, Mar 30, 2021Lier Chemical Co.,LTD., Annual General Meeting, Mar 30, 2021, at 14:40 China Standard Time. Agenda: To consider 2020 work report of the board of directors; to consider 2020 work report of the supervisory committee; to consider 2020 annual accounts; to consider 2020 profit distribution plan; to consider 2020 annual report and its summary; to consider the application for loans and comprehensive credit line; to consider the provision of guarantee for a subsidiary; to consider the appointment of 2021 audit firm; to consider the change of the purpose of some raised funds to permanently supplement the working capital; to consider the amendments to the company's articles of association; to consider the amendments to the remuneration management measures for directors, supervisors and senior management; and to consider the amendments to the external guarantee decision-making system.Reported Earnings • Mar 07Full year 2020 earnings released: EPS CN¥1.17 (vs CN¥0.59 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.97b (up 19% from FY 2019). Net income: CN¥612.2m (up 97% from FY 2019). Profit margin: 12% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 07Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 14%, compared to a 51% growth forecast for the Chemicals industry in China.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥25.56, the stock is trading at a trailing P/E ratio of 21.8x, down from the previous P/E ratio of 25.8x. This compares to an average P/E of 37x in the Chemicals industry in China. Total returns to shareholders over the past three years are 23%.Is New 90 Day High Low • Feb 20New 90-day high: CN¥30.25The company is up 33% from its price of CN¥22.71 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.24 per share.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.59, the stock is trading at a trailing P/E ratio of 23.5x, up from the previous P/E ratio of 20.2x. This compares to an average P/E of 35x in the Chemicals industry in China. Total returns to shareholders over the past three years are 36%.Is New 90 Day High Low • Jan 29New 90-day high: CN¥25.24The company is up 27% from its price of CN¥19.90 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.21 per share.Reported Earnings • Jan 23Full year 2020 earnings released: EPS CN¥1.17The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.97b (up 19% from FY 2019). Net income: CN¥615.2m (up 98% from FY 2019). Profit margin: 12% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Jan 23Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.3%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 14%, compared to a 50% growth forecast for the Chemicals industry in China.공고 • Jan 22Lier Chemical Co.,LTD. to Report Fiscal Year 2020 Results on Mar 06, 2021Lier Chemical Co.,LTD. announced that they will report fiscal year 2020 results on Mar 06, 2021Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥23.71, the stock is trading at a trailing P/E ratio of 25.2x, up from the previous P/E ratio of 21.3x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 73%.Reported Earnings • Oct 25Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥493.5m, up 26% from the prior year. Total revenue was CN¥4.50b over the last 12 months, up 5.2% from the prior year.공고 • Oct 17Lier Chemical Co.,LTD. to Report Q3, 2020 Results on Oct 24, 2020Lier Chemical Co.,LTD. announced that they will report Q3, 2020 results on Oct 24, 2020Is New 90 Day High Low • Oct 05New 90-day low: CN¥19.38The company is down 2.0% from its price of CN¥19.85 on 07 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.15 per share.공고 • Jul 18Lier Chemical Co.,LTD. to Report First Half, 2020 Results on Aug 06, 2020Lier Chemical Co.,LTD. announced that they will report first half, 2020 results on Aug 06, 2020이익 및 매출 성장 예측SZSE:002258 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202812,2008161,2182,007112/31/202710,7507149871,793212/31/202610,1036195091,56223/31/20269,234441301,098N/A12/31/20259,0084792131,297N/A9/30/20258,8324651621,238N/A6/30/20258,488393661,131N/A3/31/20258,006321-697415N/A12/31/20247,311215-870313N/A9/30/20247,032176-890313N/A6/30/20246,711217-1,211121N/A3/31/20246,799377-1,127566N/A12/31/20237,851604-1,034939N/A9/30/20238,400880-1,1321,170N/A6/30/20239,5271,245-1,1201,617N/A3/31/20239,9651,553132,516N/A1/1/202310,1361,8133882,597N/A9/30/20229,9571,9538442,572N/A6/30/20228,4131,6151,1692,339N/A3/31/20227,6251,3865381,446N/A12/31/20216,4941,0725151,317N/A9/30/20215,8888074251,000N/A6/30/20215,779862308873N/A3/31/20215,470750392948N/A12/31/20204,969612444899N/A9/30/20204,499493-162599N/A6/30/20204,4604072675N/A3/31/20204,127322-197454N/A12/31/20194,164311N/A590N/A9/30/20194,278393N/A460N/A6/30/20194,258477N/A347N/A3/31/20194,140534N/A489N/A12/31/20184,027578N/A348N/A9/30/20183,914592N/A607N/A6/30/20183,686513N/A527N/A3/31/20183,463459N/A371N/A12/31/20173,084402N/A363N/A9/30/20172,521302N/A167N/A6/30/20172,283260N/A229N/A3/31/20172,038227N/A240N/A12/31/20161,982208N/A185N/A9/30/20161,797162N/A105N/A6/30/20161,599148N/A73N/A3/31/20161,638149N/A72N/A12/31/20151,489138N/A157N/A9/30/20151,395116N/A135N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 002258 의 연간 예상 수익 증가율(20.8%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 002258 의 연간 수익(20.8%)이 CN 시장(26.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 002258 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 002258 의 수익(연간 9.4%)이 CN 시장(연간 16.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 002258 의 수익(연간 9.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 002258의 자본 수익률은 3년 후 8.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/09 18:53종가2026/08/07 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Lier Chemical Co.,LTD.는 10명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Di WuChina International Capital Corporation LimitedTangyi LiChina International Capital Corporation LimitedZhe WangCitic Securities Co., Ltd.7명의 분석가 더 보기
Major Estimate Revision • Jun 17Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥7.38b to CN¥7.45b. EPS estimate fell from CN¥0.653 to CN¥0.585 per share. Net income forecast to grow 55% next year vs 43% growth forecast for Chemicals industry in China. Consensus price target up from CN¥10.50 to CN¥12.00. Share price fell 2.8% to CN¥11.33 over the past week.
Major Estimate Revision • Apr 03Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥8.12b to CN¥7.11b. EPS estimate fell from CN¥0.683 to CN¥0.635 per share. Net income forecast to grow 138% next year vs 48% growth forecast for Chemicals industry in China. Consensus price target of CN¥10.50 unchanged from last update. Share price fell 3.1% to CN¥8.92 over the past week.
분석 기사 • Mar 31Lier Chemical Co.,LTD. Just Beat Revenue By 12%: Here's What Analysts Think Will Happen NextLier Chemical Co.,LTD. ( SZSE:002258 ) came out with its yearly results last week, and we wanted to see how the...
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 71%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.66b to CN¥6.52b. EPS estimate also fell from CN¥0.92 per share to CN¥0.27 per share. Net income forecast to grow 164% next year vs 53% growth forecast for Chemicals industry in China. Consensus price target of CN¥10.50 unchanged from last update. Share price rose 6.1% to CN¥8.75 over the past week.
Major Estimate Revision • Sep 05Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥8.05b to CN¥6.66b. EPS estimate unchanged from CN¥0.92 per share at last update. Chemicals industry in China expected to see average net income growth of 46% next year. Consensus price target down from CN¥11.50 to CN¥10.00. Share price was steady at CN¥7.19 over the past week.
분석 기사 • Mar 25Lier Chemical Co.,LTD. Just Missed Earnings - But Analysts Have Updated Their ModelsLier Chemical Co.,LTD. ( SZSE:002258 ) shareholders are probably feeling a little disappointed, since its shares fell...
공고 • Jun 30Lier Chemical Co.,LTD. to Report First Half, 2026 Results on Aug 28, 2026Lier Chemical Co.,LTD. announced that they will report first half, 2026 results on Aug 28, 2026
공고 • Mar 31Lier Chemical Co.,LTD. to Report Q1, 2026 Results on Apr 25, 2026Lier Chemical Co.,LTD. announced that they will report Q1, 2026 results on Apr 25, 2026
Reported Earnings • Mar 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥0.60 (up from CN¥0.27 in FY 2024). Revenue: CN¥9.01b (up 23% from FY 2024). Net income: CN¥478.8m (up 122% from FY 2024). Profit margin: 5.3% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Revenue is forecast to grow 7.5% 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, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
공고 • Mar 28Lier Chemical Co.,LTD., Annual General Meeting, Apr 17, 2026Lier Chemical Co.,LTD., Annual General Meeting, Apr 17, 2026, at 14:40 China Standard Time. Location: 7F, Building 1, No. 16, Yuanyi Street, Pucheng District, Mianyang, Sichuan China
Reported Earnings • Jan 24Full year 2025 earnings released: EPS: CN¥0.60 (vs CN¥0.27 in FY 2024)Full year 2025 results: EPS: CN¥0.60 (up from CN¥0.27 in FY 2024). Revenue: CN¥9.01b (up 23% from FY 2024). Net income: CN¥478.8m (up 122% from FY 2024). Profit margin: 5.3% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥16.96, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.05 per share.
공고 • Dec 31Lier Chemical Co.,LTD. to Report Fiscal Year 2025 Results on Mar 28, 2026Lier Chemical Co.,LTD. announced that they will report fiscal year 2025 results on Mar 28, 2026
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.14 (vs CN¥0.049 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.14 (up from CN¥0.049 in 3Q 2024). Revenue: CN¥2.20b (up 19% from 3Q 2024). Net income: CN¥110.7m (up 184% from 3Q 2024). Profit margin: 5.0% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% 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, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
공고 • Sep 30Lier Chemical Co.,LTD. to Report Q3, 2025 Results on Oct 25, 2025Lier Chemical Co.,LTD. announced that they will report Q3, 2025 results on Oct 25, 2025
공고 • Sep 16Lier Chemical Co.,Ltd. Approves Interim Profit Distribution Plan for 2025Lier Chemical Co.,LTD. held its 2nd Extraordinary General Meeting of 2025 on 12 September 2025, approved cash interim dividend (tax included) of CNY 2.00000000 per 10 shares for the year 2025.
공고 • Aug 28Lier Chemical Co.,LTD. Approves Board Appointments, Effective 26 August 2025Lier Chemical Co.,LTD. at its Extraordinary General Meeting held on 26 August 2025, approved election of Wei Dejia and Meng Qin as independent directors.
공고 • Jul 02Lier Chemical Co.,LTD. to Report First Half, 2025 Results on Aug 28, 2025Lier Chemical Co.,LTD. announced that they will report first half, 2025 results on Aug 28, 2025
Major Estimate Revision • Jun 17Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥7.38b to CN¥7.45b. EPS estimate fell from CN¥0.653 to CN¥0.585 per share. Net income forecast to grow 55% next year vs 43% growth forecast for Chemicals industry in China. Consensus price target up from CN¥10.50 to CN¥12.00. Share price fell 2.8% to CN¥11.33 over the past week.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥11.86, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.41 per share.
공고 • Apr 23Lier Chemical Co.,LTD. Approves Cash Dividend for the Year 2024Lier Chemical Co.,LTD. approved cash dividend of CNY 2.00000000 per 10 shares (tax included) for the year 2024, at its AGM held on 18 April 2025.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥10.28, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥6.43 per share.
New Risk • Apr 04New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.2% 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: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.9% net profit margin).
Major Estimate Revision • Apr 03Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥8.12b to CN¥7.11b. EPS estimate fell from CN¥0.683 to CN¥0.635 per share. Net income forecast to grow 138% next year vs 48% growth forecast for Chemicals industry in China. Consensus price target of CN¥10.50 unchanged from last update. Share price fell 3.1% to CN¥8.92 over the past week.
분석 기사 • Mar 31Lier Chemical Co.,LTD. Just Beat Revenue By 12%: Here's What Analysts Think Will Happen NextLier Chemical Co.,LTD. ( SZSE:002258 ) came out with its yearly results last week, and we wanted to see how the...
공고 • Mar 31Lier Chemical Co.,LTD. to Report Q1, 2025 Results on Apr 25, 2025Lier Chemical Co.,LTD. announced that they will report Q1, 2025 results on Apr 25, 2025
Reported Earnings • Mar 28Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: CN¥0.27 (down from CN¥0.75 in FY 2023). Revenue: CN¥7.31b (down 6.9% from FY 2023). Net income: CN¥215.3m (down 64% from FY 2023). Profit margin: 2.9% (down from 7.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% 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 fallen by 56% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
공고 • Mar 28Lier Chemical Co.,LTD., Annual General Meeting, Apr 18, 2025Lier Chemical Co.,LTD., Annual General Meeting, Apr 18, 2025, at 14:40 China Standard Time. Location: The Company's Meeting Room, Mianyang, Sichuan China
Reported Earnings • Jan 25Full year 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.75 in FY 2023)Full year 2024 results: EPS: CN¥0.27 (down from CN¥0.75 in FY 2023). Revenue: CN¥7.31b (down 6.9% from FY 2023). Net income: CN¥215.3m (down 64% from FY 2023). Profit margin: 2.9% (down from 7.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% 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 fallen by 56% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
분석 기사 • Jan 05Lier ChemicalLTD's (SZSE:002258) Returns On Capital Not Reflecting Well On The BusinessFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
공고 • Dec 31Lier Chemical Co.,LTD. to Report Fiscal Year 2024 Results on Mar 28, 2025Lier Chemical Co.,LTD. announced that they will report fiscal year 2024 results on Mar 28, 2025
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 71%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.66b to CN¥6.52b. EPS estimate also fell from CN¥0.92 per share to CN¥0.27 per share. Net income forecast to grow 164% next year vs 53% growth forecast for Chemicals industry in China. Consensus price target of CN¥10.50 unchanged from last update. Share price rose 6.1% to CN¥8.75 over the past week.
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.049 (vs CN¥0.10 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.049 (down from CN¥0.10 in 3Q 2023). Revenue: CN¥1.86b (up 21% from 3Q 2023). Net income: CN¥39.0m (down 51% from 3Q 2023). Profit margin: 2.1% (down from 5.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% 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 22% per year, which means it has not declined as severely as earnings.
공고 • Sep 30Lier Chemical Co.,LTD. to Report Q3, 2024 Results on Oct 31, 2024Lier Chemical Co.,LTD. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥8.02, 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 58% over the past three years.
분석 기사 • Sep 25Returns On Capital Signal Tricky Times Ahead For Lier ChemicalLTD (SZSE:002258)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Major Estimate Revision • Sep 05Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥8.05b to CN¥6.66b. EPS estimate unchanged from CN¥0.92 per share at last update. Chemicals industry in China expected to see average net income growth of 46% next year. Consensus price target down from CN¥11.50 to CN¥10.00. Share price was steady at CN¥7.19 over the past week.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.056 (vs CN¥0.26 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.056 (down from CN¥0.26 in 2Q 2023). Revenue: CN¥1.94b (down 4.4% from 2Q 2023). Net income: CN¥45.1m (down 78% from 2Q 2023). Profit margin: 2.3% (down from 10% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 16% 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 23% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
분석 기사 • Aug 22Investors Aren't Entirely Convinced By Lier Chemical Co.,LTD.'s (SZSE:002258) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.8x Lier Chemical Co.,LTD. ( SZSE:002258 ) is a stock...
공고 • Jun 29Lier Chemical Co.,LTD. to Report First Half, 2024 Results on Aug 30, 2024Lier Chemical Co.,LTD. announced that they will report first half, 2024 results on Aug 30, 2024
분석 기사 • Jun 26Lier ChemicalLTD (SZSE:002258) Will Want To Turn Around Its Return TrendsThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.34 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.34 in 1Q 2023). Revenue: CN¥1.39b (down 43% from 1Q 2023). Net income: CN¥47.8m (down 83% from 1Q 2023). Profit margin: 3.4% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% 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 6% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
공고 • Mar 30Lier Chemical Co.,LTD. to Report Q1, 2024 Results on Apr 29, 2024Lier Chemical Co.,LTD. announced that they will report Q1, 2024 results on Apr 29, 2024
분석 기사 • Mar 27Things Look Grim For Lier Chemical Co.,LTD. (SZSE:002258) After Today's DowngradeMarket forces rained on the parade of Lier Chemical Co.,LTD. ( SZSE:002258 ) shareholders today, when the analysts...
분석 기사 • Mar 25Lier Chemical Co.,LTD. Just Missed Earnings - But Analysts Have Updated Their ModelsLier Chemical Co.,LTD. ( SZSE:002258 ) shareholders are probably feeling a little disappointed, since its shares fell...
Reported Earnings • Mar 23Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.75 (down from CN¥2.43 in FY 2022). Revenue: CN¥7.85b (down 23% from FY 2022). Net income: CN¥603.9m (down 67% from FY 2022). Profit margin: 7.7% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 18% 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 increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공고 • Mar 23Lier Chemical Co.,LTD., Annual General Meeting, Apr 12, 2024Lier Chemical Co.,LTD., Annual General Meeting, Apr 12, 2024, at 14:40 China Standard Time.
분석 기사 • Mar 08Capital Allocation Trends At Lier ChemicalLTD (SZSE:002258) Aren't IdealIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥10.13, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.11 per share.
Reported Earnings • Feb 01Full year 2023 earnings released: EPS: CN¥0.75 (vs CN¥2.43 in FY 2022)Full year 2023 results: EPS: CN¥0.75 (down from CN¥2.43 in FY 2022). Revenue: CN¥7.85b (down 23% from FY 2022). Net income: CN¥603.9m (down 67% from FY 2022). Profit margin: 7.7% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% 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 increased by 10% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
공고 • Dec 30Lier Chemical Co.,LTD. to Report Fiscal Year 2023 Results on Mar 23, 2024Lier Chemical Co.,LTD. announced that they will report fiscal year 2023 results on Mar 23, 2024
Price Target Changed • Nov 02Price target decreased by 18% to CN¥14.00Down from CN¥17.00, the current price target is an average from 2 analysts. New target price is 17% above last closing price of CN¥11.98. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥2.43 last year.
Major Estimate Revision • Oct 31Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥8.93b to CN¥8.26b. EPS estimate also fell from CN¥1.25 per share to CN¥1.01 per share. Net income forecast to grow 16% next year vs 60% growth forecast for Chemicals industry in China. Consensus price target down from CN¥17.00 to CN¥16.00. Share price was steady at CN¥12.06 over the past week.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.60 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.10 (down from CN¥0.60 in 3Q 2022). Revenue: CN¥1.54b (down 42% from 3Q 2022). Net income: CN¥80.3m (down 82% from 3Q 2022). Profit margin: 5.2% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% 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 increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Price Target Changed • Sep 09Price target decreased by 21% to CN¥21.37Down from CN¥27.03, the current price target is an average from 3 analysts. New target price is 61% above last closing price of CN¥13.26. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥1.54 for next year compared to CN¥2.43 last year.
Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.69 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (down from CN¥0.69 in 2Q 2022). Revenue: CN¥2.03b (down 18% from 2Q 2022). Net income: CN¥205.0m (down 60% from 2Q 2022). Profit margin: 10% (down from 21% in 2Q 2022). The decrease in margin was driven by lower revenue. 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 40% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 25First quarter 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.72 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.34 (down from CN¥0.72 in 1Q 2022). Revenue: CN¥2.44b (down 6.5% from 1Q 2022). Net income: CN¥274.7m (down 49% from 1Q 2022). Profit margin: 11% (down from 20% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Mar 08Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥9.76b to CN¥10.7b. EPS estimate fell from CN¥2.59 to CN¥2.32 per share. Net income forecast to grow 1.3% next year vs 41% growth forecast for Chemicals industry in China. Consensus price target down from CN¥28.60 to CN¥26.55. Share price fell 2.5% to CN¥18.25 over the past week.
Price Target Changed • Mar 04Price target decreased by 20% to CN¥23.00Down from CN¥28.60, the current price target is provided by 1 analyst. New target price is 26% above last closing price of CN¥18.29. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥2.41 for next year compared to CN¥2.43 last year.
Reported Earnings • Mar 02Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: CN¥2.43 (up from CN¥1.46 in FY 2021). Revenue: CN¥10.1b (up 56% from FY 2021). Net income: CN¥1.81b (up 69% from FY 2021). Profit margin: 18% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 35%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 14Full year 2022 earnings released: EPS: CN¥2.43 (vs CN¥1.46 in FY 2021)Full year 2022 results: EPS: CN¥2.43 (up from CN¥1.46 in FY 2021). Revenue: CN¥10.1b (up 56% from FY 2021). Net income: CN¥1.81b (up 69% from FY 2021). Profit margin: 18% (up from 17% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Assistant to the General Manager and Member of Supervisory Board Fen Fang Tan is the most experienced director on the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Major Estimate Revision • Oct 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥8.64b to CN¥7.49b. EPS estimate increased from CN¥2.57 to CN¥2.64 per share. Net income forecast to shrink 5.7% next year vs 39% growth forecast for Chemicals industry in China . Consensus price target of CN¥28.60 unchanged from last update. Share price rose 8.7% to CN¥19.84 over the past week.
Reported Earnings • Oct 13Third quarter 2022 earnings released: EPS: CN¥0.60 (vs CN¥0.14 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.60 (up from CN¥0.14 in 3Q 2021). Revenue: CN¥2.66b (up 138% from 3Q 2021). Net income: CN¥444.5m (up 317% from 3Q 2021). Profit margin: 17% (up from 9.5% in 3Q 2021). The increase in margin was driven by higher revenue. 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 60% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Aug 15Consensus revenue estimates increase by 13%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CN¥7.15b to CN¥8.07b. EPS estimate increased from CN¥1.88 to CN¥2.23 per share. Net income forecast to shrink 0.9% next year vs 41% growth forecast for Chemicals industry in China . Consensus price target up from CN¥29.07 to CN¥29.90. Share price rose 4.0% to CN¥24.23 over the past week.
공고 • Aug 09Lier Chemical Co.,Ltd. Announces Management AppointmentsLier Chemical Co.,LTD. announced at the EGM held on August 5, 2022 that the company approved election of Li Shuxiang, Li Shuxiang, Song Xiaopei, Hao Minhong, Li Jian, Li Jiang as non-independent directors; Li Shuanghai as independent director and Xiao Yu as non-employee supervisor.
Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: CN¥0.69 (vs CN¥0.39 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.69 (up from CN¥0.39 in 2Q 2021). Revenue: CN¥2.47b (up 47% from 2Q 2021). Net income: CN¥513.3m (up 81% from 2Q 2021). Profit margin: 21% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 11% compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 07Second quarter 2022 earnings released: EPS: CN¥1.42 (vs CN¥0.39 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.42 (up from CN¥0.39 in 2Q 2021). Revenue: CN¥5.08b (up 203% from 2Q 2021). Net income: CN¥1.05b (up 269% from 2Q 2021). Profit margin: 21% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 32% compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 27First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥1.01 (up from CN¥0.30 in 1Q 2021). Revenue: CN¥2.61b (up 76% from 1Q 2021). Net income: CN¥534.3m (up 142% from 1Q 2021). Profit margin: 20% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 7.4%. Over the next year, revenue is expected to shrink by 4.4% compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 06Upcoming dividend of CN¥0.50 per shareEligible shareholders must have bought the stock before 13 April 2022. Payment date: 13 April 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Chinese dividend payers (2.0%). Higher than average of industry peers (1.4%).
공고 • Apr 01Lier Chemical Co.,LTD. Approves Cash Dividend (Tax Included) for 2021Lier Chemical Co.,LTD. announced that at its Annual General Meeting held on 29 March 2022, approved cash dividend/10 shares (tax included) of CNY 5.00000000 for 2021.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥28.18, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥49.60 per share.
공고 • Mar 10Lier Chemical Co.,Ltd. Proposes Dividend for the Year 2021Lier Chemical Co.,LTD. proposed cash dividend of CNY 5.00000000 (tax included) per 10 shares for year 2021.
Reported Earnings • Mar 06Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥2.04 (up from CN¥1.17 in FY 2020). Revenue: CN¥6.49b (up 31% from FY 2020). Net income: CN¥1.07b (up 75% from FY 2020). Profit margin: 17% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 7.4%. Over the next year, revenue is forecast to grow 13%, compared to a 48% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 33% per year.
Reported Earnings • Jan 23Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥2.04 (up from CN¥1.17 in FY 2020). Revenue: CN¥6.49b (up 31% from FY 2020). Net income: CN¥1.07b (up 75% from FY 2020). Profit margin: 17% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 13%, compared to a 40% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.31 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥1.12b (up 11% from 3Q 2020). Net income: CN¥106.7m (down 34% from 3Q 2020). Profit margin: 9.5% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year.
Price Target Changed • Oct 26Price target decreased to CN¥31.45Down from CN¥34.20, the current price target is an average from 7 analysts. New target price is 29% above last closing price of CN¥24.31. Stock is up 19% over the past year. The company is forecast to post earnings per share of CN¥2.05 for next year compared to CN¥1.17 last year.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥28.25, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 51% over the past three years.
Major Estimate Revision • Aug 13Consensus revenue estimates increase to CN¥6.24bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from CN¥5.63b to CN¥6.24b. EPS estimate increased from CN¥1.54 to CN¥2.21 per share. Net income forecast to grow 30% next year vs 41% growth forecast for Chemicals industry in China. Consensus price target broadly unchanged at CN¥32.85. Share price rose 6.9% to CN¥33.80 over the past week.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS CN¥0.54 (vs CN¥0.33 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.68b (up 23% from 2Q 2020). Net income: CN¥284.2m (up 65% from 2Q 2020). Profit margin: 17% (up from 13% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥30.04, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.84 per share.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥26.38, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.34 per share.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.16 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.48b (up 51% from 1Q 2020). Net income: CN¥220.8m (up 165% from 1Q 2020). Profit margin: 15% (up from 8.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
공고 • Mar 10Lier Chemical Co.,LTD., Annual General Meeting, Mar 30, 2021Lier Chemical Co.,LTD., Annual General Meeting, Mar 30, 2021, at 14:40 China Standard Time. Agenda: To consider 2020 work report of the board of directors; to consider 2020 work report of the supervisory committee; to consider 2020 annual accounts; to consider 2020 profit distribution plan; to consider 2020 annual report and its summary; to consider the application for loans and comprehensive credit line; to consider the provision of guarantee for a subsidiary; to consider the appointment of 2021 audit firm; to consider the change of the purpose of some raised funds to permanently supplement the working capital; to consider the amendments to the company's articles of association; to consider the amendments to the remuneration management measures for directors, supervisors and senior management; and to consider the amendments to the external guarantee decision-making system.
Reported Earnings • Mar 07Full year 2020 earnings released: EPS CN¥1.17 (vs CN¥0.59 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.97b (up 19% from FY 2019). Net income: CN¥612.2m (up 97% from FY 2019). Profit margin: 12% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 07Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 14%, compared to a 51% growth forecast for the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥25.56, the stock is trading at a trailing P/E ratio of 21.8x, down from the previous P/E ratio of 25.8x. This compares to an average P/E of 37x in the Chemicals industry in China. Total returns to shareholders over the past three years are 23%.
Is New 90 Day High Low • Feb 20New 90-day high: CN¥30.25The company is up 33% from its price of CN¥22.71 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.24 per share.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.59, the stock is trading at a trailing P/E ratio of 23.5x, up from the previous P/E ratio of 20.2x. This compares to an average P/E of 35x in the Chemicals industry in China. Total returns to shareholders over the past three years are 36%.
Is New 90 Day High Low • Jan 29New 90-day high: CN¥25.24The company is up 27% from its price of CN¥19.90 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.21 per share.
Reported Earnings • Jan 23Full year 2020 earnings released: EPS CN¥1.17The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.97b (up 19% from FY 2019). Net income: CN¥615.2m (up 98% from FY 2019). Profit margin: 12% (up from 7.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Jan 23Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.3%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 14%, compared to a 50% growth forecast for the Chemicals industry in China.
공고 • Jan 22Lier Chemical Co.,LTD. to Report Fiscal Year 2020 Results on Mar 06, 2021Lier Chemical Co.,LTD. announced that they will report fiscal year 2020 results on Mar 06, 2021
Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥23.71, the stock is trading at a trailing P/E ratio of 25.2x, up from the previous P/E ratio of 21.3x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 73%.
Reported Earnings • Oct 25Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥493.5m, up 26% from the prior year. Total revenue was CN¥4.50b over the last 12 months, up 5.2% from the prior year.
공고 • Oct 17Lier Chemical Co.,LTD. to Report Q3, 2020 Results on Oct 24, 2020Lier Chemical Co.,LTD. announced that they will report Q3, 2020 results on Oct 24, 2020
Is New 90 Day High Low • Oct 05New 90-day low: CN¥19.38The company is down 2.0% from its price of CN¥19.85 on 07 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.15 per share.
공고 • Jul 18Lier Chemical Co.,LTD. to Report First Half, 2020 Results on Aug 06, 2020Lier Chemical Co.,LTD. announced that they will report first half, 2020 results on Aug 06, 2020