View Financial HealthSichuan Development LomonLtd 배당 및 자사주 매입배당 기준 점검 3/6Sichuan Development LomonLtd 수익으로 충분히 충당되는 현재 수익률 1.13% 보유한 배당금 지급 회사입니다.핵심 정보1.1%배당 수익률0.09%자사주 매입 수익률총 주주 수익률1.2%미래 배당 수익률1.1%배당 성장률9.1%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향41%최근 배당 및 자사주 매입 업데이트Declared Dividend • Jun 08Dividend reduced to CN¥0.09Dividend of CN¥0.09 is 36% lower than last year. Ex-date: 12th June 2026 Payment date: 12th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.공고 • May 30Sichuan Development Lomon Co.,Ltd. Approves Cash Dividend for the Year 2025Sichuan Development Lomon Co.,Ltd. held its Annual General Meeting of 2025 on 27 May 2026, approved Cash dividend (tax included) of CNY 0.90000000 per 10 shares for the year 2025.공고 • May 31Sichuan Development Lomon Co.,Ltd. Approves Dividend for the Year 2024Sichuan Development Lomon Co.,Ltd. approved at its AGM held on 29 May 2025 the cash dividend/10 shares (tax included) of CNY 1.41000000 for the year 2024.공고 • Apr 25Sichuan Development Lomon Co.,Ltd. Proposes Final Cash Dividend for 2024Sichuan Development Lomon Co.,Ltd. proposed final cash dividend of CNY 1.41000000 per 10 shares (tax included) for 2024.공고 • May 23Sichuan Development Lomon Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on May 24, 2024Sichuan Development Lomon Co.,Ltd. announced the implementation of 2023 final profit distribution plan of CNY 0.90000000 per 10 shares (tax included) on A shares. The dividend payable on May 24, 2024. Ex-date is May 24, 2024 and the record date is May 23, 2024.공고 • Jun 21Sichuan Development Lomon Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 28 June 2023Sichuan Development Lomon Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY2.20000000. Record date is 27 June 2023. Ex-date is 28 June 2023.Payment date is 28 June 2023.모든 업데이트 보기Recent updates공고 • Jun 30Sichuan Development Lomon Co.,Ltd. to Report First Half, 2026 Results on Aug 25, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2026 results on Aug 25, 2026Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥9.88, the stock trades at a trailing P/E ratio of 46.5x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 27% over the past three years.Declared Dividend • Jun 08Dividend reduced to CN¥0.09Dividend of CN¥0.09 is 36% lower than last year. Ex-date: 12th June 2026 Payment date: 12th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.공고 • May 30Sichuan Development Lomon Co.,Ltd. Approves Cash Dividend for the Year 2025Sichuan Development Lomon Co.,Ltd. held its Annual General Meeting of 2025 on 27 May 2026, approved Cash dividend (tax included) of CNY 0.90000000 per 10 shares for the year 2025.Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: CN¥0.05 (vs CN¥0.05 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.05 (in line with 1Q 2025). Revenue: CN¥2.87b (up 38% from 1Q 2025). Net income: CN¥90.6m (down 12% from 1Q 2025). Profit margin: 3.2% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공고 • Apr 28Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026, at 14:50 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan China공고 • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥13.75, the stock trades at a trailing P/E ratio of 46.3x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 27% over the past three years.New Risk • Feb 15New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.공고 • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥12.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years.Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: CN¥0.098 (vs CN¥0.07 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.098 (up from CN¥0.07 in 3Q 2024). Revenue: CN¥2.69b (up 33% from 3Q 2024). Net income: CN¥198.1m (up 51% from 3Q 2024). Profit margin: 7.4% (up from 6.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% 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 31% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공고 • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2025 Results on Oct 24, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: CN¥0.084 (vs CN¥0.10 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.084 (down from CN¥0.10 in 2Q 2024). Revenue: CN¥2.62b (up 11% from 2Q 2024). Net income: CN¥135.5m (down 29% from 2Q 2024). Profit margin: 5.2% (down from 8.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공고 • Jul 02Sichuan Development Lomon Co.,Ltd. to Report First Half, 2025 Results on Aug 19, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2025 results on Aug 19, 2025공고 • May 31Sichuan Development Lomon Co.,Ltd. Approves Dividend for the Year 2024Sichuan Development Lomon Co.,Ltd. approved at its AGM held on 29 May 2025 the cash dividend/10 shares (tax included) of CNY 1.41000000 for the year 2024.Board Change • May 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. President & Non-Independent Director Liwei Wang was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Apr 25Sichuan Development Lomon Co.,Ltd. Proposes Final Cash Dividend for 2024Sichuan Development Lomon Co.,Ltd. proposed final cash dividend of CNY 1.41000000 per 10 shares (tax included) for 2024.Reported Earnings • Apr 24Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.28 (up from CN¥0.22 in FY 2023). Revenue: CN¥8.18b (up 6.1% from FY 2023). Net income: CN¥532.9m (up 29% from FY 2023). Profit margin: 6.5% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 22% 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 38% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공고 • Apr 23Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 29, 2025Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 29, 2025, at 14:30 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan China공고 • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2025 Results on Apr 28, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025분석 기사 • Feb 07These 4 Measures Indicate That Sichuan Development LomonLtd (SZSE:002312) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Jan 20Sichuan Development LomonLtd (SZSE:002312) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥14.58, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 28% over the past three years.분석 기사 • Jan 01Sichuan Development Lomon Co.,Ltd. (SZSE:002312) Shares May Have Slumped 31% But Getting In Cheap Is Still UnlikelySichuan Development Lomon Co.,Ltd. ( SZSE:002312 ) shares have retraced a considerable 31% in the last month, reversing...공고 • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Valuation Update With 7 Day Price Move • Dec 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥15.01, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 19% over the past three years.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥17.22, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 28% over the past three years.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥16.52, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 22% over the past three years.Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.043 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (up from CN¥0.043 in 3Q 2023). Revenue: CN¥2.03b (up 13% from 3Q 2023). Net income: CN¥131.2m (up 41% from 3Q 2023). Profit margin: 6.5% (up from 5.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% 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 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥12.25, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.38 per share.공고 • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2024 Results on Oct 26, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥9.71, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.17 per share.분석 기사 • Sep 20Earnings Tell The Story For Sichuan Development Lomon Co.,Ltd. (SZSE:002312) As Its Stock Soars 25%Sichuan Development Lomon Co.,Ltd. ( SZSE:002312 ) shareholders would be excited to see that the share price has had a...Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥8.17, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Chemicals industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.06 per share.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.048 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.048 in 2Q 2023). Revenue: CN¥2.35b (up 42% from 2Q 2023). Net income: CN¥190.1m (up 133% from 2Q 2023). Profit margin: 8.1% (up from 4.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% 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 37% 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.분석 기사 • Aug 11Returns At Sichuan Development LomonLtd (SZSE:002312) Are On The Way UpWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...공고 • Jun 29Sichuan Development Lomon Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024분석 기사 • Jun 26These 4 Measures Indicate That Sichuan Development LomonLtd (SZSE:002312) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Jun 03Shareholders Should Be Pleased With Sichuan Development Lomon Co.,Ltd.'s (SZSE:002312) PriceWith a price-to-earnings (or "P/E") ratio of 38.4x Sichuan Development Lomon Co.,Ltd. ( SZSE:002312 ) may be sending...공고 • May 23Sichuan Development Lomon Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on May 24, 2024Sichuan Development Lomon Co.,Ltd. announced the implementation of 2023 final profit distribution plan of CNY 0.90000000 per 10 shares (tax included) on A shares. The dividend payable on May 24, 2024. Ex-date is May 24, 2024 and the record date is May 23, 2024.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥8.56, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.분석 기사 • Apr 29Sichuan Development LomonLtd's (SZSE:002312) Conservative Accounting Might Explain Soft EarningsSoft earnings didn't appear to concern Sichuan Development Lomon Co.,Ltd.'s ( SZSE:002312 ) shareholders over the last...Reported Earnings • Apr 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: CN¥0.22 (down from CN¥0.59 in FY 2022). Revenue: CN¥7.71b (down 23% from FY 2022). Net income: CN¥414.3m (down 61% from FY 2022). Profit margin: 5.4% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 25% 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 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공고 • Apr 23Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 15, 2024Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, High-tech Zone, Chengdu, Sichuan China공고 • Mar 30Sichuan Development Lomon Co.,Ltd. to Report Q1, 2024 Results on Apr 23, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024분석 기사 • Mar 22Sichuan Development Lomon (SZSE:002312) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...분석 기사 • Mar 04Subdued Growth No Barrier To Sichuan Development Lomon Co., Ltd. (SZSE:002312) With Shares Advancing 29%Sichuan Development Lomon Co., Ltd. ( SZSE:002312 ) shareholders are no doubt pleased to see that the share price has...Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥5.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 22% over the past three years.공고 • Dec 30Sichuan Development Lomon Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Sichuan Development Lomon Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Price Target Changed • Nov 02Price target decreased by 12% to CN¥10.80Down from CN¥12.30, the current price target is an average from 2 analysts. New target price is 53% above last closing price of CN¥7.05. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥0.60 for next year compared to CN¥0.59 last year.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.17 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.043 (down from CN¥0.17 in 3Q 2022). Revenue: CN¥1.79b (down 19% from 3Q 2022). Net income: CN¥93.2m (down 71% from 3Q 2022). Profit margin: 5.2% (down from 15% in 3Q 2022). Revenue is forecast to grow 39% 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 16% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Profit margins are more than 30% lower than last year (5.9% net profit margin).Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CN¥0.048 (vs CN¥0.26 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.048 (down from CN¥0.26 in 2Q 2022). Revenue: CN¥1.66b (down 45% from 2Q 2022). Net income: CN¥81.6m (down 84% from 2Q 2022). Profit margin: 4.9% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 30% 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 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Jul 20Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥9.95b to CN¥9.51b. EPS estimate also fell from CN¥0.523 per share to CN¥0.457 per share. Net income forecast to shrink 1.3% next year vs 47% growth forecast for Chemicals industry in China . Consensus price target of CN¥12.30 unchanged from last update. Share price rose 4.3% to CN¥8.65 over the past week.공고 • Jul 01Sichuan Development Lomon Co., Ltd. to Report First Half, 2023 Results on Aug 10, 2023Sichuan Development Lomon Co., Ltd. announced that they will report first half, 2023 results on Aug 10, 2023공고 • Jun 21Sichuan Development Lomon Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 28 June 2023Sichuan Development Lomon Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY2.20000000. Record date is 27 June 2023. Ex-date is 28 June 2023.Payment date is 28 June 2023.공고 • May 19Sichuan Development Lomon Co., Ltd. Approves Cash Dividend for 2022Sichuan Development Lomon Co., Ltd. held its Annual General Meeting of 2022 on 17 May 2023, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 2.20000000.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.59 (vs CN¥0.63 in FY 2021)Full year 2022 results: EPS: CN¥0.59. Revenue: CN¥10.0b (up 51% from FY 2021). Net income: CN¥1.06b (up 4.7% from FY 2021). Profit margin: 11% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses.Price Target Changed • Nov 16Price target increased to CN¥20.59Up from CN¥11.67, the current price target is provided by 1 analyst. New target price is 72% above last closing price of CN¥12.00. Stock is down 14% over the past year. The company is forecast to post earnings per share of CN¥0.74 for next year compared to CN¥0.63 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Non-Independent Director Jiang Zhu is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.12 in 3Q 2021). Revenue: CN¥2.21b (up 31% from 3Q 2021). Net income: CN¥325.7m (up 59% from 3Q 2021). Profit margin: 15% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% 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 59% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 29Consensus revenue estimates increase by 14%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CN¥8.93b to CN¥10.2b. EPS estimate increased from CN¥0.47 to CN¥0.69 per share. Net income forecast to grow 1.5% next year vs 40% growth forecast for Chemicals industry in China. Consensus price target up from CN¥11.67 to CN¥20.59. Share price rose 26% to CN¥17.72 over the past week.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥15.52, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 336% over the past three years.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥13.09, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 264% over the past three years.Reported Earnings • Apr 30First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.08 in 1Q 2021). Revenue: CN¥2.33b (up 64% from 1Q 2021). Net income: CN¥273.1m (up 146% from 1Q 2021). Profit margin: 12% (up from 7.8% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 18%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Non-Independent Director Jiang Zhu is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공고 • Apr 15Sichuan Development Lomon Co., Ltd., Annual General Meeting, May 12, 2022Sichuan Development Lomon Co., Ltd., Annual General Meeting, May 12, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 annual report and its summary; to consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; and to discuss other matters.Reported Earnings • Apr 13Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: CN¥0.63 (up from CN¥0.50 in FY 2020). Revenue: CN¥6.64b (up 28% from FY 2020). Net income: CN¥1.02b (up 52% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 11%, compared to a 48% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥16.46, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 441% over the past three years.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to CN¥14.15, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 287% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 29% share price gain to CN¥18.54, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 450% over the past three years.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥16.38, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 396% over the past three years.Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.34 (vs CN¥0.064 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.63b (up 32% from 2Q 2020). Net income: CN¥577.8m (up CN¥493.9m from 2Q 2020). Profit margin: 35% (up from 6.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥12.08, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 240% over the past three years.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥9.43, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 168% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥8.96, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the IT industry in China. Total returns to shareholders of 120% over the past three years.Reported Earnings • Apr 20First quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.006 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.42b (up 18% from 1Q 2020). Net income: CN¥111.2m (up CN¥102.6m from 1Q 2020). Profit margin: 7.8% (up from 0.7% in 1Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Apr 04Full year 2020 earnings released: EPS CN¥0.50 (vs CN¥0.06 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥5.18b (up 171% from FY 2019). Net income: CN¥668.7m (up CN¥584.1m from FY 2019). Profit margin: 13% (up from 4.4% in FY 2019). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥7.12, the stock is trading at a trailing P/E ratio of 11.8x, down from the previous P/E ratio of 13.9x. This compares to an average P/E of 50x in the IT industry in China. Total returns to shareholders over the past year are 40%.공고 • Mar 09Chengdu Santai Holding Group Co., Ltd. to Report Fiscal Year 2020 Results on Apr 20, 2021Chengdu Santai Holding Group Co., Ltd. announced that they will report fiscal year 2020 results on Apr 20, 2021Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥9.15, the stock is trading at a trailing P/E ratio of 15.1x, up from the previous P/E ratio of 12.2x. This compares to an average P/E of 54x in the IT industry in China. Total returns to shareholders over the past year are 78%.Is New 90 Day High Low • Feb 20New 90-day high: CN¥8.32The company is up 34% from its price of CN¥6.23 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 IT industry, which is down 23% over the same period.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥7.70, the stock is trading at a trailing P/E ratio of 12.7x, up from the previous P/E ratio of 10.6x. This compares to an average P/E of 54x in the IT industry in China. Total returns to shareholders over the past year are 65%.Is New 90 Day High Low • Jan 22New 90-day high: CN¥6.74The company is up 4.0% from its price of CN¥6.45 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 24% over the same period.Is New 90 Day High Low • Dec 29New 90-day low: CN¥5.52The company is down 11% from its price of CN¥6.18 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 24% over the same period.Is New 90 Day High Low • Dec 11New 90-day low: CN¥5.75The company is down 9.0% from its price of CN¥6.29 on 11 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 15% over the same period.Is New 90 Day High Low • Nov 26New 90-day low: CN¥5.96The company is down 13% from its price of CN¥6.84 on 26 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the IT industry, which is also down 13% over the same period.공고 • Oct 19ChengDu Santai Holding Group Co.,Ltd. to Report Q3, 2020 Results on Oct 26, 2020ChengDu Santai Holding Group Co.,Ltd. announced that they will report Q3, 2020 results on Oct 26, 2020공고 • Sep 28Li Jiaquan completed the acquisition of an additional 7.7% stake in ChengDu Santai Holding Group Co.,Ltd. (SZSE:002312) from Bu Jian.Li Jiaquan agreed to acquire an additional 7.7% stake in ChengDu Santai Holding Group Co.,Ltd. (SZSE:002312) from Bu Jian for approximately CNY 730 million on August 31, 2020. Under the terms, Li Jiaquan will acquire 106.68 million shares at an offer price of CNY 6.84 per share. The consideration will be paid in tranches. Post completion, Li Jiaquan and Bu Jian will hold 13.86% and 17.8% stake in ChengDu Santai Holding Group Co.,Ltd. respectively. Li Jiaquan completed the acquisition of an additional 7.7% stake in ChengDu Santai Holding Group Co.,Ltd. (SZSE:002312) from Bu Jian on September 23, 2020.공고 • Sep 04ChengDu Santai Holding Group Co.,Ltd. announced that it expects to receive CNY 1.975629824 billion in funding from Sichuan Development Mining Group Co., Ltd.ChengDu Santai Holding Group Co.,Ltd. (SZSE:002312) announced that it has entered into a subscription agreement for a private placement of 385,865,200 A shares at a price of CNY 5.12 per share for gross proceeds of CNY 1,975,629,824 on August 31, 2020. The transaction will include participation from new investor Sichuan Development Mining Group Co., Ltd. for a 21.87% stake in the company. Post closing of the transaction, the capital of the company will increase to 1,763,956,933 shares. The transaction has been approved by the 40th meeting of the fifth board of directors of the company and is subject to the approval of its shareholders, the State-owned Assets Supervision and Administration Department, the State Administration for Market Regulation of China, and the China Securities Regulatory Commission. All securities issued will be subject to a hold period of 18 months from the date of the end of the issuance.공고 • Aug 02ChengDu Santai Holding Group Co.,Ltd. to Report First Half, 2020 Results on Aug 25, 2020ChengDu Santai Holding Group Co.,Ltd. announced that they will report first half, 2020 results on Aug 25, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 002312 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 002312 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Sichuan Development LomonLtd 배당 수익률 vs 시장002312의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (002312)1.1%시장 하위 25% (CN)0.4%시장 상위 25% (CN)2.3%업계 평균 (Chemicals)1.4%분석가 예측 (002312) (최대 3년)1.1%주목할만한 배당금: 002312 의 배당금( 1.13% )은 CN 시장에서 배당금 지급자의 하위 25%( 0.42% )보다 높습니다.고배당: 002312 의 배당금( 1.13% )은 CN 시장에서 배당금 지급자의 상위 25%( 2.3% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 40.8% )로 002312 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 002312 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YCN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/13 05:03종가2026/07/13 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 소스Sichuan Development Lomon Co.,Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nai Di ZhaoEverbright Securities Co. Ltd.Zhiyang ZhangIndustrial Securities Co. Ltd.
Declared Dividend • Jun 08Dividend reduced to CN¥0.09Dividend of CN¥0.09 is 36% lower than last year. Ex-date: 12th June 2026 Payment date: 12th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.
공고 • May 30Sichuan Development Lomon Co.,Ltd. Approves Cash Dividend for the Year 2025Sichuan Development Lomon Co.,Ltd. held its Annual General Meeting of 2025 on 27 May 2026, approved Cash dividend (tax included) of CNY 0.90000000 per 10 shares for the year 2025.
공고 • May 31Sichuan Development Lomon Co.,Ltd. Approves Dividend for the Year 2024Sichuan Development Lomon Co.,Ltd. approved at its AGM held on 29 May 2025 the cash dividend/10 shares (tax included) of CNY 1.41000000 for the year 2024.
공고 • Apr 25Sichuan Development Lomon Co.,Ltd. Proposes Final Cash Dividend for 2024Sichuan Development Lomon Co.,Ltd. proposed final cash dividend of CNY 1.41000000 per 10 shares (tax included) for 2024.
공고 • May 23Sichuan Development Lomon Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on May 24, 2024Sichuan Development Lomon Co.,Ltd. announced the implementation of 2023 final profit distribution plan of CNY 0.90000000 per 10 shares (tax included) on A shares. The dividend payable on May 24, 2024. Ex-date is May 24, 2024 and the record date is May 23, 2024.
공고 • Jun 21Sichuan Development Lomon Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 28 June 2023Sichuan Development Lomon Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY2.20000000. Record date is 27 June 2023. Ex-date is 28 June 2023.Payment date is 28 June 2023.
공고 • Jun 30Sichuan Development Lomon Co.,Ltd. to Report First Half, 2026 Results on Aug 25, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥9.88, the stock trades at a trailing P/E ratio of 46.5x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 27% over the past three years.
Declared Dividend • Jun 08Dividend reduced to CN¥0.09Dividend of CN¥0.09 is 36% lower than last year. Ex-date: 12th June 2026 Payment date: 12th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.
공고 • May 30Sichuan Development Lomon Co.,Ltd. Approves Cash Dividend for the Year 2025Sichuan Development Lomon Co.,Ltd. held its Annual General Meeting of 2025 on 27 May 2026, approved Cash dividend (tax included) of CNY 0.90000000 per 10 shares for the year 2025.
Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: CN¥0.05 (vs CN¥0.05 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.05 (in line with 1Q 2025). Revenue: CN¥2.87b (up 38% from 1Q 2025). Net income: CN¥90.6m (down 12% from 1Q 2025). Profit margin: 3.2% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공고 • Apr 28Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 27, 2026, at 14:50 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan China
공고 • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥13.75, the stock trades at a trailing P/E ratio of 46.3x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 27% over the past three years.
New Risk • Feb 15New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
공고 • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥12.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years.
Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: CN¥0.098 (vs CN¥0.07 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.098 (up from CN¥0.07 in 3Q 2024). Revenue: CN¥2.69b (up 33% from 3Q 2024). Net income: CN¥198.1m (up 51% from 3Q 2024). Profit margin: 7.4% (up from 6.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% 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 31% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공고 • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2025 Results on Oct 24, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: CN¥0.084 (vs CN¥0.10 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.084 (down from CN¥0.10 in 2Q 2024). Revenue: CN¥2.62b (up 11% from 2Q 2024). Net income: CN¥135.5m (down 29% from 2Q 2024). Profit margin: 5.2% (down from 8.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공고 • Jul 02Sichuan Development Lomon Co.,Ltd. to Report First Half, 2025 Results on Aug 19, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2025 results on Aug 19, 2025
공고 • May 31Sichuan Development Lomon Co.,Ltd. Approves Dividend for the Year 2024Sichuan Development Lomon Co.,Ltd. approved at its AGM held on 29 May 2025 the cash dividend/10 shares (tax included) of CNY 1.41000000 for the year 2024.
Board Change • May 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. President & Non-Independent Director Liwei Wang was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Apr 25Sichuan Development Lomon Co.,Ltd. Proposes Final Cash Dividend for 2024Sichuan Development Lomon Co.,Ltd. proposed final cash dividend of CNY 1.41000000 per 10 shares (tax included) for 2024.
Reported Earnings • Apr 24Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.28 (up from CN¥0.22 in FY 2023). Revenue: CN¥8.18b (up 6.1% from FY 2023). Net income: CN¥532.9m (up 29% from FY 2023). Profit margin: 6.5% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 22% 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 38% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공고 • Apr 23Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 29, 2025Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 29, 2025, at 14:30 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, Hi-tech Zone, Chengdu, Sichuan China
공고 • Mar 31Sichuan Development Lomon Co.,Ltd. to Report Q1, 2025 Results on Apr 28, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
분석 기사 • Feb 07These 4 Measures Indicate That Sichuan Development LomonLtd (SZSE:002312) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jan 20Sichuan Development LomonLtd (SZSE:002312) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥14.58, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 28% over the past three years.
분석 기사 • Jan 01Sichuan Development Lomon Co.,Ltd. (SZSE:002312) Shares May Have Slumped 31% But Getting In Cheap Is Still UnlikelySichuan Development Lomon Co.,Ltd. ( SZSE:002312 ) shares have retraced a considerable 31% in the last month, reversing...
공고 • Dec 31Sichuan Development Lomon Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Sichuan Development Lomon Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥15.01, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 19% over the past three years.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥17.22, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 28% over the past three years.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥16.52, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 22% over the past three years.
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.043 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (up from CN¥0.043 in 3Q 2023). Revenue: CN¥2.03b (up 13% from 3Q 2023). Net income: CN¥131.2m (up 41% from 3Q 2023). Profit margin: 6.5% (up from 5.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% 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 34% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥12.25, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.38 per share.
공고 • Sep 30Sichuan Development Lomon Co.,Ltd. to Report Q3, 2024 Results on Oct 26, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥9.71, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.17 per share.
분석 기사 • Sep 20Earnings Tell The Story For Sichuan Development Lomon Co.,Ltd. (SZSE:002312) As Its Stock Soars 25%Sichuan Development Lomon Co.,Ltd. ( SZSE:002312 ) shareholders would be excited to see that the share price has had a...
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥8.17, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Chemicals industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.06 per share.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.048 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.048 in 2Q 2023). Revenue: CN¥2.35b (up 42% from 2Q 2023). Net income: CN¥190.1m (up 133% from 2Q 2023). Profit margin: 8.1% (up from 4.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% 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 37% 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.
분석 기사 • Aug 11Returns At Sichuan Development LomonLtd (SZSE:002312) Are On The Way UpWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
공고 • Jun 29Sichuan Development Lomon Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
분석 기사 • Jun 26These 4 Measures Indicate That Sichuan Development LomonLtd (SZSE:002312) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Jun 03Shareholders Should Be Pleased With Sichuan Development Lomon Co.,Ltd.'s (SZSE:002312) PriceWith a price-to-earnings (or "P/E") ratio of 38.4x Sichuan Development Lomon Co.,Ltd. ( SZSE:002312 ) may be sending...
공고 • May 23Sichuan Development Lomon Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on May 24, 2024Sichuan Development Lomon Co.,Ltd. announced the implementation of 2023 final profit distribution plan of CNY 0.90000000 per 10 shares (tax included) on A shares. The dividend payable on May 24, 2024. Ex-date is May 24, 2024 and the record date is May 23, 2024.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥8.56, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.
분석 기사 • Apr 29Sichuan Development LomonLtd's (SZSE:002312) Conservative Accounting Might Explain Soft EarningsSoft earnings didn't appear to concern Sichuan Development Lomon Co.,Ltd.'s ( SZSE:002312 ) shareholders over the last...
Reported Earnings • Apr 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: CN¥0.22 (down from CN¥0.59 in FY 2022). Revenue: CN¥7.71b (down 23% from FY 2022). Net income: CN¥414.3m (down 61% from FY 2022). Profit margin: 5.4% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 25% 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 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공고 • Apr 23Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 15, 2024Sichuan Development Lomon Co.,Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: 15F, Tower B, No. 151, Tianfu 2nd Street, High-tech Zone, Chengdu, Sichuan China
공고 • Mar 30Sichuan Development Lomon Co.,Ltd. to Report Q1, 2024 Results on Apr 23, 2024Sichuan Development Lomon Co.,Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024
분석 기사 • Mar 22Sichuan Development Lomon (SZSE:002312) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
분석 기사 • Mar 04Subdued Growth No Barrier To Sichuan Development Lomon Co., Ltd. (SZSE:002312) With Shares Advancing 29%Sichuan Development Lomon Co., Ltd. ( SZSE:002312 ) shareholders are no doubt pleased to see that the share price has...
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥5.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 22% over the past three years.
공고 • Dec 30Sichuan Development Lomon Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Sichuan Development Lomon Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Price Target Changed • Nov 02Price target decreased by 12% to CN¥10.80Down from CN¥12.30, the current price target is an average from 2 analysts. New target price is 53% above last closing price of CN¥7.05. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥0.60 for next year compared to CN¥0.59 last year.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.17 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.043 (down from CN¥0.17 in 3Q 2022). Revenue: CN¥1.79b (down 19% from 3Q 2022). Net income: CN¥93.2m (down 71% from 3Q 2022). Profit margin: 5.2% (down from 15% in 3Q 2022). Revenue is forecast to grow 39% 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 16% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Profit margins are more than 30% lower than last year (5.9% net profit margin).
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CN¥0.048 (vs CN¥0.26 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.048 (down from CN¥0.26 in 2Q 2022). Revenue: CN¥1.66b (down 45% from 2Q 2022). Net income: CN¥81.6m (down 84% from 2Q 2022). Profit margin: 4.9% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 30% 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 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Jul 20Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥9.95b to CN¥9.51b. EPS estimate also fell from CN¥0.523 per share to CN¥0.457 per share. Net income forecast to shrink 1.3% next year vs 47% growth forecast for Chemicals industry in China . Consensus price target of CN¥12.30 unchanged from last update. Share price rose 4.3% to CN¥8.65 over the past week.
공고 • Jul 01Sichuan Development Lomon Co., Ltd. to Report First Half, 2023 Results on Aug 10, 2023Sichuan Development Lomon Co., Ltd. announced that they will report first half, 2023 results on Aug 10, 2023
공고 • Jun 21Sichuan Development Lomon Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date Is 28 June 2023Sichuan Development Lomon Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included) of CNY2.20000000. Record date is 27 June 2023. Ex-date is 28 June 2023.Payment date is 28 June 2023.
공고 • May 19Sichuan Development Lomon Co., Ltd. Approves Cash Dividend for 2022Sichuan Development Lomon Co., Ltd. held its Annual General Meeting of 2022 on 17 May 2023, during which the following proposal(s) was/were approved: Cash dividend/10 shares (tax included): CNY 2.20000000.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.59 (vs CN¥0.63 in FY 2021)Full year 2022 results: EPS: CN¥0.59. Revenue: CN¥10.0b (up 51% from FY 2021). Net income: CN¥1.06b (up 4.7% from FY 2021). Profit margin: 11% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses.
Price Target Changed • Nov 16Price target increased to CN¥20.59Up from CN¥11.67, the current price target is provided by 1 analyst. New target price is 72% above last closing price of CN¥12.00. Stock is down 14% over the past year. The company is forecast to post earnings per share of CN¥0.74 for next year compared to CN¥0.63 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Non-Independent Director Jiang Zhu is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.12 in 3Q 2021). Revenue: CN¥2.21b (up 31% from 3Q 2021). Net income: CN¥325.7m (up 59% from 3Q 2021). Profit margin: 15% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% 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 59% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 29Consensus revenue estimates increase by 14%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CN¥8.93b to CN¥10.2b. EPS estimate increased from CN¥0.47 to CN¥0.69 per share. Net income forecast to grow 1.5% next year vs 40% growth forecast for Chemicals industry in China. Consensus price target up from CN¥11.67 to CN¥20.59. Share price rose 26% to CN¥17.72 over the past week.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥15.52, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 336% over the past three years.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥13.09, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 264% over the past three years.
Reported Earnings • Apr 30First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.08 in 1Q 2021). Revenue: CN¥2.33b (up 64% from 1Q 2021). Net income: CN¥273.1m (up 146% from 1Q 2021). Profit margin: 12% (up from 7.8% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 18%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Non-Independent Director Jiang Zhu is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공고 • Apr 15Sichuan Development Lomon Co., Ltd., Annual General Meeting, May 12, 2022Sichuan Development Lomon Co., Ltd., Annual General Meeting, May 12, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 annual report and its summary; to consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; and to discuss other matters.
Reported Earnings • Apr 13Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: CN¥0.63 (up from CN¥0.50 in FY 2020). Revenue: CN¥6.64b (up 28% from FY 2020). Net income: CN¥1.02b (up 52% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 11%, compared to a 48% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥16.46, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 441% over the past three years.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to CN¥14.15, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 287% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 29% share price gain to CN¥18.54, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 450% over the past three years.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥16.38, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 396% over the past three years.
Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.34 (vs CN¥0.064 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.63b (up 32% from 2Q 2020). Net income: CN¥577.8m (up CN¥493.9m from 2Q 2020). Profit margin: 35% (up from 6.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥12.08, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 240% over the past three years.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥9.43, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 168% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥8.96, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the IT industry in China. Total returns to shareholders of 120% over the past three years.
Reported Earnings • Apr 20First quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.006 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.42b (up 18% from 1Q 2020). Net income: CN¥111.2m (up CN¥102.6m from 1Q 2020). Profit margin: 7.8% (up from 0.7% in 1Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Apr 04Full year 2020 earnings released: EPS CN¥0.50 (vs CN¥0.06 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥5.18b (up 171% from FY 2019). Net income: CN¥668.7m (up CN¥584.1m from FY 2019). Profit margin: 13% (up from 4.4% in FY 2019). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥7.12, the stock is trading at a trailing P/E ratio of 11.8x, down from the previous P/E ratio of 13.9x. This compares to an average P/E of 50x in the IT industry in China. Total returns to shareholders over the past year are 40%.
공고 • Mar 09Chengdu Santai Holding Group Co., Ltd. to Report Fiscal Year 2020 Results on Apr 20, 2021Chengdu Santai Holding Group Co., Ltd. announced that they will report fiscal year 2020 results on Apr 20, 2021
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥9.15, the stock is trading at a trailing P/E ratio of 15.1x, up from the previous P/E ratio of 12.2x. This compares to an average P/E of 54x in the IT industry in China. Total returns to shareholders over the past year are 78%.
Is New 90 Day High Low • Feb 20New 90-day high: CN¥8.32The company is up 34% from its price of CN¥6.23 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 IT industry, which is down 23% over the same period.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥7.70, the stock is trading at a trailing P/E ratio of 12.7x, up from the previous P/E ratio of 10.6x. This compares to an average P/E of 54x in the IT industry in China. Total returns to shareholders over the past year are 65%.
Is New 90 Day High Low • Jan 22New 90-day high: CN¥6.74The company is up 4.0% from its price of CN¥6.45 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 24% over the same period.
Is New 90 Day High Low • Dec 29New 90-day low: CN¥5.52The company is down 11% from its price of CN¥6.18 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 24% over the same period.
Is New 90 Day High Low • Dec 11New 90-day low: CN¥5.75The company is down 9.0% from its price of CN¥6.29 on 11 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 15% over the same period.
Is New 90 Day High Low • Nov 26New 90-day low: CN¥5.96The company is down 13% from its price of CN¥6.84 on 26 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the IT industry, which is also down 13% over the same period.
공고 • Oct 19ChengDu Santai Holding Group Co.,Ltd. to Report Q3, 2020 Results on Oct 26, 2020ChengDu Santai Holding Group Co.,Ltd. announced that they will report Q3, 2020 results on Oct 26, 2020
공고 • Sep 28Li Jiaquan completed the acquisition of an additional 7.7% stake in ChengDu Santai Holding Group Co.,Ltd. (SZSE:002312) from Bu Jian.Li Jiaquan agreed to acquire an additional 7.7% stake in ChengDu Santai Holding Group Co.,Ltd. (SZSE:002312) from Bu Jian for approximately CNY 730 million on August 31, 2020. Under the terms, Li Jiaquan will acquire 106.68 million shares at an offer price of CNY 6.84 per share. The consideration will be paid in tranches. Post completion, Li Jiaquan and Bu Jian will hold 13.86% and 17.8% stake in ChengDu Santai Holding Group Co.,Ltd. respectively. Li Jiaquan completed the acquisition of an additional 7.7% stake in ChengDu Santai Holding Group Co.,Ltd. (SZSE:002312) from Bu Jian on September 23, 2020.
공고 • Sep 04ChengDu Santai Holding Group Co.,Ltd. announced that it expects to receive CNY 1.975629824 billion in funding from Sichuan Development Mining Group Co., Ltd.ChengDu Santai Holding Group Co.,Ltd. (SZSE:002312) announced that it has entered into a subscription agreement for a private placement of 385,865,200 A shares at a price of CNY 5.12 per share for gross proceeds of CNY 1,975,629,824 on August 31, 2020. The transaction will include participation from new investor Sichuan Development Mining Group Co., Ltd. for a 21.87% stake in the company. Post closing of the transaction, the capital of the company will increase to 1,763,956,933 shares. The transaction has been approved by the 40th meeting of the fifth board of directors of the company and is subject to the approval of its shareholders, the State-owned Assets Supervision and Administration Department, the State Administration for Market Regulation of China, and the China Securities Regulatory Commission. All securities issued will be subject to a hold period of 18 months from the date of the end of the issuance.
공고 • Aug 02ChengDu Santai Holding Group Co.,Ltd. to Report First Half, 2020 Results on Aug 25, 2020ChengDu Santai Holding Group Co.,Ltd. announced that they will report first half, 2020 results on Aug 25, 2020