View ValuationSunresin New MaterialsLtd 향후 성장Future 기준 점검 4/6Sunresin New MaterialsLtd (는) 각각 연간 23.7% 및 19.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23.1% 로 예상됩니다.핵심 정보23.7%이익 성장률23.60%EPS 성장률Chemicals 이익 성장29.8%매출 성장률19.3%향후 자기자본이익률23.07%애널리스트 커버리지Good마지막 업데이트23 Jun 2026최근 향후 성장 업데이트Price Target Changed • Mar 11Price target increased by 7.1% to CN¥64.72Up from CN¥60.42, the current price target is an average from 6 analysts. New target price is 11% below last closing price of CN¥72.37. Stock is up 47% over the past year. The company is forecast to post earnings per share of CN¥1.87 for next year compared to CN¥1.56 last year.Major Estimate Revision • Apr 29Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥3.44b to CN¥3.07b. EPS estimate fell from CN¥2.12 to CN¥1.98 per share. Net income forecast to grow 33% next year vs 51% growth forecast for Chemicals industry in China. Consensus price target broadly unchanged at CN¥62.68. Share price fell 2.5% to CN¥43.51 over the past week.Price Target Changed • Aug 28Price target decreased by 7.1% to CN¥58.21Down from CN¥62.64, the current price target is an average from 7 analysts. New target price is 46% above last closing price of CN¥39.95. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥1.77 for next year compared to CN¥1.43 last year.Price Target Changed • Feb 23Price target decreased by 7.9% to CN¥67.14Down from CN¥72.88, the current price target is an average from 7 analysts. New target price is 42% above last closing price of CN¥47.40. Stock is down 25% over the past year. The company is forecast to post earnings per share of CN¥1.56 for next year compared to CN¥1.09 last year.Price Target Changed • Jun 27Price target increased by 9.1% to CN¥82.53Up from CN¥75.67, the current price target is an average from 5 analysts. New target price is 33% above last closing price of CN¥62.05. Stock is up 53% over the past year. The company is forecast to post earnings per share of CN¥1.59 for next year compared to CN¥1.09 last year.Price Target Changed • Apr 27Price target decreased by 10% to CN¥114Down from CN¥128, the current price target is an average from 3 analysts. New target price is 24% above last closing price of CN¥92.52. Stock is up 116% over the past year. The company is forecast to post earnings per share of CN¥2.28 for next year compared to CN¥1.63 last year.모든 업데이트 보기Recent updatesNew Risk • Jul 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.7% average weekly change).Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥70.62, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.82 per share.공시 • Jun 30Sunresin New Materials Co.,Ltd to Report First Half, 2026 Results on Aug 20, 2026Sunresin New Materials Co.,Ltd announced that they will report first half, 2026 results on Aug 20, 2026Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥49.46, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.06 per share.Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: CN¥0.36 (vs CN¥0.38 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.36 (down from CN¥0.38 in 1Q 2025). Revenue: CN¥607.0m (up 5.2% from 1Q 2025). Net income: CN¥181.9m (down 5.8% from 1Q 2025). Profit margin: 30% (down from 34% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% 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 increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Apr 23Sunresin New Materials Co.,Ltd, Annual General Meeting, May 19, 2026Sunresin New Materials Co.,Ltd, Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xi'an, Shaanxi China공시 • Mar 31Sunresin New Materials Co.,Ltd to Report Q1, 2026 Results on Apr 23, 2026Sunresin New Materials Co.,Ltd announced that they will report Q1, 2026 results on Apr 23, 2026Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥65.74, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.41 per share.Price Target Changed • Mar 11Price target increased by 7.1% to CN¥64.72Up from CN¥60.42, the current price target is an average from 6 analysts. New target price is 11% below last closing price of CN¥72.37. Stock is up 47% over the past year. The company is forecast to post earnings per share of CN¥1.87 for next year compared to CN¥1.56 last year.공시 • Dec 31Sunresin New Materials Co.,Ltd to Report Fiscal Year 2025 Results on Apr 23, 2026Sunresin New Materials Co.,Ltd announced that they will report fiscal year 2025 results on Apr 23, 2026Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥61.52, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥35.11 per share.공시 • Sep 30Sunresin New Materials Co.,Ltd to Report Q3, 2025 Results on Oct 24, 2025Sunresin New Materials Co.,Ltd announced that they will report Q3, 2025 results on Oct 24, 2025공시 • Sep 12Sunresin New Materials Co.,Ltd Approves Interim Cash Dividend for the Year 2025Sunresin New Materials Co.,Ltd at its Extraordinary General Meeting held on 10 September 2025, approved interim cash dividend/10 shares (tax included) of CNY 1.80000000 for the year 2025.공시 • Aug 21Sunresin New Materials Co.,Ltd Proposes Interim Cash Dividend for the Year 2025Sunresin New Materials Co.,Ltd proposed interim cash dividend of CNY 1.8000000 per tens shares (tax included) for the year 2025 at extraordinary general meeting of 2025 to be held on 10 September 2025.Reported Earnings • Aug 20Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: CN¥0.50 (up from CN¥0.46 in 2Q 2024). Revenue: CN¥670.6m (up 1.1% from 2Q 2024). Net income: CN¥251.4m (up 7.0% from 2Q 2024). Profit margin: 38% (up from 35% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 25% 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 increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Jul 02Sunresin New Materials Co.,Ltd to Report First Half, 2025 Results on Aug 20, 2025Sunresin New Materials Co.,Ltd announced that they will report first half, 2025 results on Aug 20, 2025Major Estimate Revision • Apr 29Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥3.44b to CN¥3.07b. EPS estimate fell from CN¥2.12 to CN¥1.98 per share. Net income forecast to grow 33% next year vs 51% growth forecast for Chemicals industry in China. Consensus price target broadly unchanged at CN¥62.68. Share price fell 2.5% to CN¥43.51 over the past week.공시 • Apr 25Sunresin New Materials Co.,Ltd Proposes Final Cash Dividend for the Year 2024Sunresin New Materials Co.,Ltd announced on 23 April 2025 the profit distribution proposal for the year 2024 as final cash dividend/10 shares (tax included) of CNY 6.00000000.Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: CN¥0.38 (vs CN¥0.34 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.38 (up from CN¥0.34 in 1Q 2024). Revenue: CN¥576.8m (down 8.6% from 1Q 2024). Net income: CN¥193.1m (up 14% from 1Q 2024). Profit margin: 34% (up from 27% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 28% 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 increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공시 • Apr 23Sunresin New Materials Co.,Ltd, Annual General Meeting, May 19, 2025Sunresin New Materials Co.,Ltd, Annual General Meeting, May 19, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xi'an, Shaanxi China공시 • Mar 31Sunresin New Materials Co.,Ltd to Report Q1, 2025 Results on Apr 23, 2025Sunresin New Materials Co.,Ltd announced that they will report Q1, 2025 results on Apr 23, 2025공시 • Dec 31Sunresin New Materials Co.,Ltd to Report Fiscal Year 2024 Results on Apr 23, 2025Sunresin New Materials Co.,Ltd announced that they will report fiscal year 2024 results on Apr 23, 2025공시 • Nov 14Sunresin New Materials Co.,Ltd Approves Cash Dividend for the Third Quarter of 2024Sunresin New Materials Co.,Ltd at its EGM held on November 12, 2024 approved cash dividend of CNY 1.19 per 10 shares (tax included) for the third quarter of 2024.공시 • Oct 25Sunresin New Materials Co.,Ltd Announces the Profit Distribution Proposal for the Third Quarter of 2024Sunresin New Materials Co.,Ltd announced on 24 October 2024 the profit distribution proposal for the third quarter of 2024 as follows: Cash dividend per 10 shares (tax included) of CNY 1.19000000.New Risk • Oct 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥52.91, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.37 per share.New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.4% average weekly change).공시 • Sep 30Sunresin New Materials Co.,Ltd to Report Q3, 2024 Results on Oct 24, 2024Sunresin New Materials Co.,Ltd announced that they will report Q3, 2024 results on Oct 24, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥49.01, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.33 per share.Price Target Changed • Aug 28Price target decreased by 7.1% to CN¥58.21Down from CN¥62.64, the current price target is an average from 7 analysts. New target price is 46% above last closing price of CN¥39.95. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥1.77 for next year compared to CN¥1.43 last year.공시 • Jul 18Sunresin New Materials Co.,Ltd Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2023, Payable on 24 July 2024Sunresin New Materials Co.,Ltd announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 5.68000000 for the year 2023, payable on 24 July 2024. Record date is 23 July 2024. Ex-date is 24 July 2024.공시 • Jun 29Sunresin New Materials Co.,Ltd to Report First Half, 2024 Results on Aug 27, 2024Sunresin New Materials Co.,Ltd announced that they will report first half, 2024 results on Aug 27, 2024Reported Earnings • Apr 22First quarter 2024 earnings released: EPS: CN¥0.34 (vs CN¥0.27 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.34 (up from CN¥0.27 in 1Q 2023). Revenue: CN¥630.9m (up 26% from 1Q 2023). Net income: CN¥169.1m (up 26% from 1Q 2023). Profit margin: 27% (in line with 1Q 2023). Revenue is forecast to grow 23% 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 increased by 41% per year whereas the company’s share price has increased by 37% per year.공시 • Mar 30Sunresin New Materials Co.,Ltd to Report Q1, 2024 Results on Apr 22, 2024Sunresin New Materials Co.,Ltd announced that they will report Q1, 2024 results on Apr 22, 2024Price Target Changed • Feb 23Price target decreased by 7.9% to CN¥67.14Down from CN¥72.88, the current price target is an average from 7 analysts. New target price is 42% above last closing price of CN¥47.40. Stock is down 25% over the past year. The company is forecast to post earnings per share of CN¥1.56 for next year compared to CN¥1.09 last year.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥50.95, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Chemicals industry in China. Total returns to shareholders of 174% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.65 per share.공시 • Dec 29Sunresin New Materials Co.,Ltd to Report Fiscal Year 2023 Results on Apr 22, 2024Sunresin New Materials Co.,Ltd announced that they will report fiscal year 2023 results on Apr 22, 2024공시 • Dec 01Sunresin New Materials Co.,Ltd (SZSE:300487) announces an Equity Buyback for CNY 30 million worth of its shares.Sunresin New Materials Co.,Ltd (SZSE:300487) announces a share repurchase program. Under the program, the company will repurchase up to CNY 30 million worth of its A shares. The shares will be repurchased at a price not more than CNY 80 per share. The repurchased share will be used for employee stock ownership plan and equity incentives. The program will be valid for a period of 12 months.Reported Earnings • Oct 25Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CN¥0.34 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥569.2m (up 34% from 3Q 2022). Net income: CN¥172.2m (up 48% from 3Q 2022). Profit margin: 30% (up from 27% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 26% 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 44% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 29Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.42 (up from CN¥0.23 in 2Q 2022). Revenue: CN¥506.6m (up 20% from 2Q 2022). Net income: CN¥212.1m (up 81% from 2Q 2022). Profit margin: 42% (up from 28% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 28%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 28% 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 whereas the company’s share price has increased by 42% per year.Price Target Changed • Jun 27Price target increased by 9.1% to CN¥82.53Up from CN¥75.67, the current price target is an average from 5 analysts. New target price is 33% above last closing price of CN¥62.05. Stock is up 53% over the past year. The company is forecast to post earnings per share of CN¥1.59 for next year compared to CN¥1.09 last year.Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.64 per share at 0.7% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Chinese dividend payers (2.0%). Lower than average of industry peers (1.9%).Price Target Changed • Apr 27Price target decreased by 10% to CN¥114Down from CN¥128, the current price target is an average from 3 analysts. New target price is 24% above last closing price of CN¥92.52. Stock is up 116% over the past year. The company is forecast to post earnings per share of CN¥2.28 for next year compared to CN¥1.63 last year.Reported Earnings • Mar 14Full year 2022 earnings released: EPS: CN¥1.63 (vs CN¥0.95 in FY 2021)Full year 2022 results: EPS: CN¥1.63 (up from CN¥0.95 in FY 2021). Revenue: CN¥1.90b (up 59% from FY 2021). Net income: CN¥537.8m (up 73% from FY 2021). Profit margin: 28% (up from 26% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% 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 25% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥79.58, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 221% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥119 per share.Price Target Changed • Jan 08Price target increased to CN¥100.00Up from CN¥92.00, the current price target is provided by 1 analyst. New target price is 34% above last closing price of CN¥74.60. Stock is up 22% over the past year. The company is forecast to post earnings per share of CN¥1.52 for next year compared to CN¥0.95 last year.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Sui Dang Li was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 25Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.35 (up from CN¥0.26 in 3Q 2021). Revenue: CN¥424.5m (up 27% from 3Q 2021). Net income: CN¥116.2m (up 33% from 3Q 2021). Profit margin: 27% (up from 26% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 33% 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 13% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Sep 09Price target increased to CN¥85.73Up from CN¥74.23, the current price target is an average from 4 analysts. New target price is 9.2% above last closing price of CN¥78.50. Stock is up 31% over the past year. The company is forecast to post earnings per share of CN¥1.46 for next year compared to CN¥0.95 last year.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 26% share price gain to CN¥81.22, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 319% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥80.64 per share.Reported Earnings • Aug 02Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: CN¥0.35 (up from CN¥0.19 in 2Q 2021). Revenue: CN¥421.0m (up 60% from 2Q 2021). Net income: CN¥116.9m (up 86% from 2Q 2021). Profit margin: 28% (up from 24% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 54%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 27Sunresin New Materials Co.,Ltd Announces Cash Dividend on A Shares for Year 2021, Payable on June 1, 2022Sunresin New Materials Co.,Ltd announced Cash dividend/10 shares (tax included) (A shares) of CNY 4.30000000 for 2021. Record date: 31 May 2022. Ex-date: June 1, 2022. Payment date: June 1, 2022.공시 • May 19Sunresin New Materials Co.,Ltd Approves Final Cash Dividend for 2021Sunresin New Materials Co.,Ltd approved final cash dividend (tax included) of CNY 4.30000000 per 10 shares for 2021, at its Annual General Meeting of 2021 held on 17 May 2022.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Sui Dang Li was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 26Sunresin New Materials Co.,Ltd Proposes Final Cash Dividend for 2021Sunresin New Materials Co.,Ltd proposed final cash dividend (tax included) of CNY 4.30000000 per 10 shares for 2021.Reported Earnings • Mar 11Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.44 (up from CN¥0.97 in FY 2020). Revenue: CN¥1.20b (up 30% from FY 2020). Net income: CN¥311.3m (up 54% from FY 2020). Profit margin: 26% (up from 22% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 30%, compared to a 47% growth forecast for the 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 increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥98.35, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 297% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥43.32 per share.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥91.19, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 255% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.90 per share.Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS CN¥0.39 (vs CN¥0.23 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥335.3m (up 36% from 3Q 2020). Net income: CN¥87.4m (up 82% from 3Q 2020). Profit margin: 26% (up from 19% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥81.18, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 250% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥130 per share.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥68.18, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥131 per share.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥88.12, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 220% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥78.26 per share.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥80.80, the stock trades at a trailing P/E ratio of 64.7x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 153% over the past three years.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 28% share price gain to CN¥78.25, the stock trades at a trailing P/E ratio of 62.7x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 124% over the past three years.공시 • May 21Sunresin New Materials Co., Ltd. Approves Cash Dividend for the Year 2020Sunresin New Materials Co., Ltd. announced at the AGM held on May 18, 2021 that the company approved final cash dividend CNY 2.00000000 per 10 shares (tax included) for the year 2020.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 35% share price gain to CN¥70.00, the stock trades at a trailing P/E ratio of 56.1x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 84% over the past three years.Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥47.88, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 41% over the past three years.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.41 (vs CN¥0.13 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥293.2m (up 126% from 1Q 2020). Net income: CN¥87.3m (up 230% from 1Q 2020). Profit margin: 30% (up from 21% 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 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Apr 28Sunresin New Materials Co., Ltd. Announces Cash Dividend for the Year 2020Sunresin New Materials Co., Ltd. announced that cash dividend/10 shares (tax included) of CNY 2.00000000 for the year 2020.Is New 90 Day High Low • Feb 03New 90-day low: CN¥40.30The company is down 16% from its price of CN¥48.15 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥41.25, the stock is trading at a trailing P/E ratio of 45.5x, down from the previous P/E ratio of 56.5x. 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 61%.Is New 90 Day High Low • Dec 18New 90-day low: CN¥42.19The company is down 26% from its price of CN¥57.10 on 18 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period.Reported Earnings • Oct 25Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥185.1m, down 35% from the prior year. Total revenue was CN¥844.1m over the last 12 months, down 21% from the prior year.공시 • Oct 17Sunresin New Materials Co., Ltd. to Report Q3, 2020 Results on Oct 24, 2020Sunresin New Materials Co., Ltd. announced that they will report Q3, 2020 results on Oct 24, 2020공시 • Aug 11Sunresin New Materials Co., Ltd. to Report First Half, 2020 Results on Aug 27, 2020Sunresin New Materials Co., Ltd. announced that they will report first half, 2020 results on Aug 27, 2020공시 • Jul 17Sunresin New Materials Co., Ltd. announced that it expects to receive CNY 149.999984 million in fundingSunresin New Materials Co., Ltd. (SZSE:300487) announced that it will issue shares not more than 6,014,434 shares at a price of CNY 24.94 per share for gross proceeds of not more than CNY 150,000,000 in an equity round of funding on July 7, 2020. The transaction will include participation from individual investors, Kou Xiaokang Jiangxi for 3,933,394 shares, Gao Yuejing for 2,081,040 shares in the transaction. The transaction has been approved by the board of directors of Sunresin New Materials Co., Ltd. (SZSE:300487) in the twenty-seventh meeting of its third directorate and is subject to approval by the company's shareholders' meeting, Shenzhen Stock Exchange and China Securities Regulatory Commission.이익 및 매출 성장 예측SZSE:300487 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,7981,739N/A1,671612/31/20273,9001,379N/A1,289712/31/20263,2381,117N/A1,09273/31/20262,816886731839N/A12/31/20252,786897670785N/A9/30/20252,596843747824N/A6/30/20252,507828689809N/A3/31/20252,500811669806N/A12/31/20242,554787553732N/A9/30/20242,804795414684N/A6/30/20242,776775479699N/A3/31/20242,619752402613N/A12/31/20232,489717509669N/A9/30/20232,319742580675N/A6/30/20232,175686522615N/A3/31/20232,089591654741N/A1/1/20231,920538643724N/A9/30/20221,481387576702N/A6/30/20221,392358430549N/A3/31/20221,234304270409N/A1/1/20221,195311211350N/A9/30/20211,131276200265N/A6/30/20211,043236245312N/A3/31/20211,086263288330N/A12/31/2020923202207260N/A9/30/202084418571158N/A6/30/2020899225-5857N/A3/31/2020896222-226-22N/A12/31/20191,012251N/A-47N/A9/30/20191,064287N/A-77N/A6/30/2019893225N/A-99N/A3/31/2019745179N/A-3N/A12/31/2018632143N/A20N/A9/30/2018531103N/A31N/A6/30/2018526100N/A92N/A3/31/201847898N/A56N/A12/31/201744493N/A77N/A9/30/201742394N/A102N/A6/30/201738990N/A95N/A3/31/201737068N/A62N/A12/31/201633262N/A51N/A9/30/201633357N/A45N/A6/30/201629447N/A52N/A3/31/201628244N/A32N/A12/31/201529551N/A25N/A9/30/201529660N/A36N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 300487 의 연간 예상 수익 증가율(23.7%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 300487 의 연간 수익(23.7%)이 CN 시장(27.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 300487 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 300487 의 수익(연간 19.3%)이 CN 시장(연간 16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 300487 의 수익(연간 19.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 300487의 자본 수익률은 3년 후 23.1%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/04 22:03종가2026/07/03 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sunresin New Materials Co.,Ltd는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yigong TaoChina Galaxy Securities Co., Ltd.Yilin HouChina International Capital Corporation LimitedZhe WangCitic Securities Co., Ltd.11명의 분석가 더 보기
Price Target Changed • Mar 11Price target increased by 7.1% to CN¥64.72Up from CN¥60.42, the current price target is an average from 6 analysts. New target price is 11% below last closing price of CN¥72.37. Stock is up 47% over the past year. The company is forecast to post earnings per share of CN¥1.87 for next year compared to CN¥1.56 last year.
Major Estimate Revision • Apr 29Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥3.44b to CN¥3.07b. EPS estimate fell from CN¥2.12 to CN¥1.98 per share. Net income forecast to grow 33% next year vs 51% growth forecast for Chemicals industry in China. Consensus price target broadly unchanged at CN¥62.68. Share price fell 2.5% to CN¥43.51 over the past week.
Price Target Changed • Aug 28Price target decreased by 7.1% to CN¥58.21Down from CN¥62.64, the current price target is an average from 7 analysts. New target price is 46% above last closing price of CN¥39.95. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥1.77 for next year compared to CN¥1.43 last year.
Price Target Changed • Feb 23Price target decreased by 7.9% to CN¥67.14Down from CN¥72.88, the current price target is an average from 7 analysts. New target price is 42% above last closing price of CN¥47.40. Stock is down 25% over the past year. The company is forecast to post earnings per share of CN¥1.56 for next year compared to CN¥1.09 last year.
Price Target Changed • Jun 27Price target increased by 9.1% to CN¥82.53Up from CN¥75.67, the current price target is an average from 5 analysts. New target price is 33% above last closing price of CN¥62.05. Stock is up 53% over the past year. The company is forecast to post earnings per share of CN¥1.59 for next year compared to CN¥1.09 last year.
Price Target Changed • Apr 27Price target decreased by 10% to CN¥114Down from CN¥128, the current price target is an average from 3 analysts. New target price is 24% above last closing price of CN¥92.52. Stock is up 116% over the past year. The company is forecast to post earnings per share of CN¥2.28 for next year compared to CN¥1.63 last year.
New Risk • Jul 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.7% average weekly change).
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥70.62, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.82 per share.
공시 • Jun 30Sunresin New Materials Co.,Ltd to Report First Half, 2026 Results on Aug 20, 2026Sunresin New Materials Co.,Ltd announced that they will report first half, 2026 results on Aug 20, 2026
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥49.46, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.06 per share.
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: CN¥0.36 (vs CN¥0.38 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.36 (down from CN¥0.38 in 1Q 2025). Revenue: CN¥607.0m (up 5.2% from 1Q 2025). Net income: CN¥181.9m (down 5.8% from 1Q 2025). Profit margin: 30% (down from 34% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% 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 increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Apr 23Sunresin New Materials Co.,Ltd, Annual General Meeting, May 19, 2026Sunresin New Materials Co.,Ltd, Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xi'an, Shaanxi China
공시 • Mar 31Sunresin New Materials Co.,Ltd to Report Q1, 2026 Results on Apr 23, 2026Sunresin New Materials Co.,Ltd announced that they will report Q1, 2026 results on Apr 23, 2026
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥65.74, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.41 per share.
Price Target Changed • Mar 11Price target increased by 7.1% to CN¥64.72Up from CN¥60.42, the current price target is an average from 6 analysts. New target price is 11% below last closing price of CN¥72.37. Stock is up 47% over the past year. The company is forecast to post earnings per share of CN¥1.87 for next year compared to CN¥1.56 last year.
공시 • Dec 31Sunresin New Materials Co.,Ltd to Report Fiscal Year 2025 Results on Apr 23, 2026Sunresin New Materials Co.,Ltd announced that they will report fiscal year 2025 results on Apr 23, 2026
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥61.52, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Chemicals industry in China. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥35.11 per share.
공시 • Sep 30Sunresin New Materials Co.,Ltd to Report Q3, 2025 Results on Oct 24, 2025Sunresin New Materials Co.,Ltd announced that they will report Q3, 2025 results on Oct 24, 2025
공시 • Sep 12Sunresin New Materials Co.,Ltd Approves Interim Cash Dividend for the Year 2025Sunresin New Materials Co.,Ltd at its Extraordinary General Meeting held on 10 September 2025, approved interim cash dividend/10 shares (tax included) of CNY 1.80000000 for the year 2025.
공시 • Aug 21Sunresin New Materials Co.,Ltd Proposes Interim Cash Dividend for the Year 2025Sunresin New Materials Co.,Ltd proposed interim cash dividend of CNY 1.8000000 per tens shares (tax included) for the year 2025 at extraordinary general meeting of 2025 to be held on 10 September 2025.
Reported Earnings • Aug 20Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: CN¥0.50 (up from CN¥0.46 in 2Q 2024). Revenue: CN¥670.6m (up 1.1% from 2Q 2024). Net income: CN¥251.4m (up 7.0% from 2Q 2024). Profit margin: 38% (up from 35% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 25% 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 increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Jul 02Sunresin New Materials Co.,Ltd to Report First Half, 2025 Results on Aug 20, 2025Sunresin New Materials Co.,Ltd announced that they will report first half, 2025 results on Aug 20, 2025
Major Estimate Revision • Apr 29Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥3.44b to CN¥3.07b. EPS estimate fell from CN¥2.12 to CN¥1.98 per share. Net income forecast to grow 33% next year vs 51% growth forecast for Chemicals industry in China. Consensus price target broadly unchanged at CN¥62.68. Share price fell 2.5% to CN¥43.51 over the past week.
공시 • Apr 25Sunresin New Materials Co.,Ltd Proposes Final Cash Dividend for the Year 2024Sunresin New Materials Co.,Ltd announced on 23 April 2025 the profit distribution proposal for the year 2024 as final cash dividend/10 shares (tax included) of CNY 6.00000000.
Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: CN¥0.38 (vs CN¥0.34 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.38 (up from CN¥0.34 in 1Q 2024). Revenue: CN¥576.8m (down 8.6% from 1Q 2024). Net income: CN¥193.1m (up 14% from 1Q 2024). Profit margin: 34% (up from 27% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 28% 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 increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공시 • Apr 23Sunresin New Materials Co.,Ltd, Annual General Meeting, May 19, 2025Sunresin New Materials Co.,Ltd, Annual General Meeting, May 19, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Xi'an, Shaanxi China
공시 • Mar 31Sunresin New Materials Co.,Ltd to Report Q1, 2025 Results on Apr 23, 2025Sunresin New Materials Co.,Ltd announced that they will report Q1, 2025 results on Apr 23, 2025
공시 • Dec 31Sunresin New Materials Co.,Ltd to Report Fiscal Year 2024 Results on Apr 23, 2025Sunresin New Materials Co.,Ltd announced that they will report fiscal year 2024 results on Apr 23, 2025
공시 • Nov 14Sunresin New Materials Co.,Ltd Approves Cash Dividend for the Third Quarter of 2024Sunresin New Materials Co.,Ltd at its EGM held on November 12, 2024 approved cash dividend of CNY 1.19 per 10 shares (tax included) for the third quarter of 2024.
공시 • Oct 25Sunresin New Materials Co.,Ltd Announces the Profit Distribution Proposal for the Third Quarter of 2024Sunresin New Materials Co.,Ltd announced on 24 October 2024 the profit distribution proposal for the third quarter of 2024 as follows: Cash dividend per 10 shares (tax included) of CNY 1.19000000.
New Risk • Oct 24New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥52.91, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.37 per share.
New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.4% average weekly change).
공시 • Sep 30Sunresin New Materials Co.,Ltd to Report Q3, 2024 Results on Oct 24, 2024Sunresin New Materials Co.,Ltd announced that they will report Q3, 2024 results on Oct 24, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥49.01, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.33 per share.
Price Target Changed • Aug 28Price target decreased by 7.1% to CN¥58.21Down from CN¥62.64, the current price target is an average from 7 analysts. New target price is 46% above last closing price of CN¥39.95. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥1.77 for next year compared to CN¥1.43 last year.
공시 • Jul 18Sunresin New Materials Co.,Ltd Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2023, Payable on 24 July 2024Sunresin New Materials Co.,Ltd announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 5.68000000 for the year 2023, payable on 24 July 2024. Record date is 23 July 2024. Ex-date is 24 July 2024.
공시 • Jun 29Sunresin New Materials Co.,Ltd to Report First Half, 2024 Results on Aug 27, 2024Sunresin New Materials Co.,Ltd announced that they will report first half, 2024 results on Aug 27, 2024
Reported Earnings • Apr 22First quarter 2024 earnings released: EPS: CN¥0.34 (vs CN¥0.27 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.34 (up from CN¥0.27 in 1Q 2023). Revenue: CN¥630.9m (up 26% from 1Q 2023). Net income: CN¥169.1m (up 26% from 1Q 2023). Profit margin: 27% (in line with 1Q 2023). Revenue is forecast to grow 23% 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 increased by 41% per year whereas the company’s share price has increased by 37% per year.
공시 • Mar 30Sunresin New Materials Co.,Ltd to Report Q1, 2024 Results on Apr 22, 2024Sunresin New Materials Co.,Ltd announced that they will report Q1, 2024 results on Apr 22, 2024
Price Target Changed • Feb 23Price target decreased by 7.9% to CN¥67.14Down from CN¥72.88, the current price target is an average from 7 analysts. New target price is 42% above last closing price of CN¥47.40. Stock is down 25% over the past year. The company is forecast to post earnings per share of CN¥1.56 for next year compared to CN¥1.09 last year.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥50.95, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Chemicals industry in China. Total returns to shareholders of 174% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.65 per share.
공시 • Dec 29Sunresin New Materials Co.,Ltd to Report Fiscal Year 2023 Results on Apr 22, 2024Sunresin New Materials Co.,Ltd announced that they will report fiscal year 2023 results on Apr 22, 2024
공시 • Dec 01Sunresin New Materials Co.,Ltd (SZSE:300487) announces an Equity Buyback for CNY 30 million worth of its shares.Sunresin New Materials Co.,Ltd (SZSE:300487) announces a share repurchase program. Under the program, the company will repurchase up to CNY 30 million worth of its A shares. The shares will be repurchased at a price not more than CNY 80 per share. The repurchased share will be used for employee stock ownership plan and equity incentives. The program will be valid for a period of 12 months.
Reported Earnings • Oct 25Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CN¥0.34 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥569.2m (up 34% from 3Q 2022). Net income: CN¥172.2m (up 48% from 3Q 2022). Profit margin: 30% (up from 27% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 26% 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 44% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 29Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.42 (up from CN¥0.23 in 2Q 2022). Revenue: CN¥506.6m (up 20% from 2Q 2022). Net income: CN¥212.1m (up 81% from 2Q 2022). Profit margin: 42% (up from 28% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 28%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 28% 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 whereas the company’s share price has increased by 42% per year.
Price Target Changed • Jun 27Price target increased by 9.1% to CN¥82.53Up from CN¥75.67, the current price target is an average from 5 analysts. New target price is 33% above last closing price of CN¥62.05. Stock is up 53% over the past year. The company is forecast to post earnings per share of CN¥1.59 for next year compared to CN¥1.09 last year.
Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.64 per share at 0.7% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Chinese dividend payers (2.0%). Lower than average of industry peers (1.9%).
Price Target Changed • Apr 27Price target decreased by 10% to CN¥114Down from CN¥128, the current price target is an average from 3 analysts. New target price is 24% above last closing price of CN¥92.52. Stock is up 116% over the past year. The company is forecast to post earnings per share of CN¥2.28 for next year compared to CN¥1.63 last year.
Reported Earnings • Mar 14Full year 2022 earnings released: EPS: CN¥1.63 (vs CN¥0.95 in FY 2021)Full year 2022 results: EPS: CN¥1.63 (up from CN¥0.95 in FY 2021). Revenue: CN¥1.90b (up 59% from FY 2021). Net income: CN¥537.8m (up 73% from FY 2021). Profit margin: 28% (up from 26% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% 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 25% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥79.58, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 221% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥119 per share.
Price Target Changed • Jan 08Price target increased to CN¥100.00Up from CN¥92.00, the current price target is provided by 1 analyst. New target price is 34% above last closing price of CN¥74.60. Stock is up 22% over the past year. The company is forecast to post earnings per share of CN¥1.52 for next year compared to CN¥0.95 last year.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Sui Dang Li was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 25Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.35 (up from CN¥0.26 in 3Q 2021). Revenue: CN¥424.5m (up 27% from 3Q 2021). Net income: CN¥116.2m (up 33% from 3Q 2021). Profit margin: 27% (up from 26% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 33% 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 13% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Sep 09Price target increased to CN¥85.73Up from CN¥74.23, the current price target is an average from 4 analysts. New target price is 9.2% above last closing price of CN¥78.50. Stock is up 31% over the past year. The company is forecast to post earnings per share of CN¥1.46 for next year compared to CN¥0.95 last year.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 26% share price gain to CN¥81.22, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 319% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥80.64 per share.
Reported Earnings • Aug 02Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: CN¥0.35 (up from CN¥0.19 in 2Q 2021). Revenue: CN¥421.0m (up 60% from 2Q 2021). Net income: CN¥116.9m (up 86% from 2Q 2021). Profit margin: 28% (up from 24% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 54%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 27Sunresin New Materials Co.,Ltd Announces Cash Dividend on A Shares for Year 2021, Payable on June 1, 2022Sunresin New Materials Co.,Ltd announced Cash dividend/10 shares (tax included) (A shares) of CNY 4.30000000 for 2021. Record date: 31 May 2022. Ex-date: June 1, 2022. Payment date: June 1, 2022.
공시 • May 19Sunresin New Materials Co.,Ltd Approves Final Cash Dividend for 2021Sunresin New Materials Co.,Ltd approved final cash dividend (tax included) of CNY 4.30000000 per 10 shares for 2021, at its Annual General Meeting of 2021 held on 17 May 2022.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Sui Dang Li was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 26Sunresin New Materials Co.,Ltd Proposes Final Cash Dividend for 2021Sunresin New Materials Co.,Ltd proposed final cash dividend (tax included) of CNY 4.30000000 per 10 shares for 2021.
Reported Earnings • Mar 11Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.44 (up from CN¥0.97 in FY 2020). Revenue: CN¥1.20b (up 30% from FY 2020). Net income: CN¥311.3m (up 54% from FY 2020). Profit margin: 26% (up from 22% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 30%, compared to a 47% growth forecast for the 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 increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥98.35, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 297% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥43.32 per share.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥91.19, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 255% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.90 per share.
Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS CN¥0.39 (vs CN¥0.23 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥335.3m (up 36% from 3Q 2020). Net income: CN¥87.4m (up 82% from 3Q 2020). Profit margin: 26% (up from 19% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥81.18, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 250% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥130 per share.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥68.18, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥131 per share.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥88.12, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 220% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥78.26 per share.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥80.80, the stock trades at a trailing P/E ratio of 64.7x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 153% over the past three years.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 28% share price gain to CN¥78.25, the stock trades at a trailing P/E ratio of 62.7x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 124% over the past three years.
공시 • May 21Sunresin New Materials Co., Ltd. Approves Cash Dividend for the Year 2020Sunresin New Materials Co., Ltd. announced at the AGM held on May 18, 2021 that the company approved final cash dividend CNY 2.00000000 per 10 shares (tax included) for the year 2020.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 35% share price gain to CN¥70.00, the stock trades at a trailing P/E ratio of 56.1x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 84% over the past three years.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥47.88, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.41 (vs CN¥0.13 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥293.2m (up 126% from 1Q 2020). Net income: CN¥87.3m (up 230% from 1Q 2020). Profit margin: 30% (up from 21% 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 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Apr 28Sunresin New Materials Co., Ltd. Announces Cash Dividend for the Year 2020Sunresin New Materials Co., Ltd. announced that cash dividend/10 shares (tax included) of CNY 2.00000000 for the year 2020.
Is New 90 Day High Low • Feb 03New 90-day low: CN¥40.30The company is down 16% from its price of CN¥48.15 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥41.25, the stock is trading at a trailing P/E ratio of 45.5x, down from the previous P/E ratio of 56.5x. 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 61%.
Is New 90 Day High Low • Dec 18New 90-day low: CN¥42.19The company is down 26% from its price of CN¥57.10 on 18 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period.
Reported Earnings • Oct 25Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥185.1m, down 35% from the prior year. Total revenue was CN¥844.1m over the last 12 months, down 21% from the prior year.
공시 • Oct 17Sunresin New Materials Co., Ltd. to Report Q3, 2020 Results on Oct 24, 2020Sunresin New Materials Co., Ltd. announced that they will report Q3, 2020 results on Oct 24, 2020
공시 • Aug 11Sunresin New Materials Co., Ltd. to Report First Half, 2020 Results on Aug 27, 2020Sunresin New Materials Co., Ltd. announced that they will report first half, 2020 results on Aug 27, 2020
공시 • Jul 17Sunresin New Materials Co., Ltd. announced that it expects to receive CNY 149.999984 million in fundingSunresin New Materials Co., Ltd. (SZSE:300487) announced that it will issue shares not more than 6,014,434 shares at a price of CNY 24.94 per share for gross proceeds of not more than CNY 150,000,000 in an equity round of funding on July 7, 2020. The transaction will include participation from individual investors, Kou Xiaokang Jiangxi for 3,933,394 shares, Gao Yuejing for 2,081,040 shares in the transaction. The transaction has been approved by the board of directors of Sunresin New Materials Co., Ltd. (SZSE:300487) in the twenty-seventh meeting of its third directorate and is subject to approval by the company's shareholders' meeting, Shenzhen Stock Exchange and China Securities Regulatory Commission.