Sinofibers Technology (300777) 주식 개요시노파이버 테크놀로지는 고성능 탄소 섬유 및 직물의 연구 개발, 생산, 판매에 종사하는 기업입니다. 자세히 보기300777 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적2/6재무 건전성5/6배당3/6위험 분석이익 마진 (30.8%)이 지난해 (45.3%)보다 낮습니다.불안정한 배당 실적모든 위험 점검 보기300777 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW490,896 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG490,896 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥22.2625.8% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue CN¥1.4bEarnings CN¥417.2mAdvancedSet Fair ValueView all narrativesSinofibers Technology Co., Ltd. 경쟁사Shanghai Pret CompositesSymbol: SZSE:002324Market cap: CN¥9.9bShanghai Chlor-Alkali ChemicalSymbol: SHSE:600618Market cap: CN¥9.2bZhuzhou Times New Material TechnologySymbol: SHSE:600458Market cap: CN¥9.7bAnhui Jiangnan Chemical IndustryLtdSymbol: SZSE:002226Market cap: CN¥12.1b가격 이력 및 성과Sinofibers Technology 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가CN¥22.2652주 최고가CN¥49.0852주 최저가CN¥22.70베타0.381개월 변동-24.29%3개월 변동-35.06%1년 변동-39.97%3년 변동-45.29%5년 변동-59.35%IPO 이후 변동154.98%최근 뉴스 및 업데이트Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥22.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 43% over the past three years.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥30.25, the stock trades at a trailing P/E ratio of 60.3x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years.공고 • Jun 30Sinofibers Technology Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Sinofibers Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥33.42, the stock trades at a trailing P/E ratio of 66.6x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years.New Risk • Apr 23New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 31% Last year net profit margin: 45% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (31% net profit margin).Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.72 (down from CN¥0.81 in FY 2024). Revenue: CN¥846.1m (up 4.1% from FY 2024). Net income: CN¥314.6m (down 12% from FY 2024). Profit margin: 37% (down from 44% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 29% 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 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.더 많은 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥22.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 43% over the past three years.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥30.25, the stock trades at a trailing P/E ratio of 60.3x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years.공고 • Jun 30Sinofibers Technology Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Sinofibers Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥33.42, the stock trades at a trailing P/E ratio of 66.6x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years.New Risk • Apr 23New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 31% Last year net profit margin: 45% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (31% net profit margin).Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.72 (down from CN¥0.81 in FY 2024). Revenue: CN¥846.1m (up 4.1% from FY 2024). Net income: CN¥314.6m (down 12% from FY 2024). Profit margin: 37% (down from 44% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 29% 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 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.공고 • Apr 15Sinofibers Technology Co.,Ltd., Annual General Meeting, May 08, 2026Sinofibers Technology Co.,Ltd., Annual General Meeting, May 08, 2026, at 14:00 China Standard Time. Location: Building 3, No. 256, Zhulin North Road, Tianning District, Changzhou, Jiangsu China공고 • Mar 31Sinofibers Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 23, 2026Sinofibers Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥35.22, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Chemicals industry in China. Total loss to shareholders of 28% over the past three years.New Risk • Mar 03New 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 7.5% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change).공고 • Dec 31Sinofibers Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 15, 2026Sinofibers Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 15, 2026Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥40.80, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Chemicals industry in China. Total loss to shareholders of 17% over the past three years.Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.28 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.19 (down from CN¥0.28 in 3Q 2024). Revenue: CN¥220.3m (down 8.9% from 3Q 2024). Net income: CN¥81.5m (down 36% from 3Q 2024). Profit margin: 37% (down from 52% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 20% 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 16% per year whereas the company’s share price has fallen by 15% per year.공고 • Sep 30Sinofibers Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Sinofibers Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: CN¥0.21 (vs CN¥0.11 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.21 (up from CN¥0.11 in 2Q 2024). Revenue: CN¥224.9m (up 56% from 2Q 2024). Net income: CN¥95.1m (up 109% from 2Q 2024). Profit margin: 42% (up from 32% in 2Q 2024). 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 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공고 • Jul 02Sinofibers Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Sinofibers Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025Reported Earnings • Apr 26First quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.13 in 1Q 2024). Revenue: CN¥239.1m (up 63% from 1Q 2024). Net income: CN¥113.3m (up 91% from 1Q 2024). Profit margin: 47% (up from 40% in 1Q 2024). 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 11% per year whereas the company’s share price has fallen by 9% per year.New Risk • Apr 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.공고 • Apr 16+ 1 more updateSinofibers Technology Co.,Ltd. (SZSE:300777) announces an Equity Buyback for CNY 80 million worth of its shares.Sinofibers Technology Co.,Ltd. (SZSE:300777) announces a share repurchase program. Under the program, the company will repurchase up to CNY 80 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 52.47 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.공고 • Apr 15Sinofibers Technology Co.,Ltd., Annual General Meeting, May 07, 2025Sinofibers Technology Co.,Ltd., Annual General Meeting, May 07, 2025, at 14:00 China Standard Time. Location: No. 56, Hehai East Road, Xinbei District, Changzhou, Jiangsu China공고 • Mar 31Sinofibers Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Sinofibers Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025Reported Earnings • Mar 26Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: CN¥0.81 (up from CN¥0.66 in FY 2023). Revenue: CN¥812.5m (up 45% from FY 2023). Net income: CN¥356.1m (up 23% from FY 2023). Profit margin: 44% (down from 52% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.9%. Revenue is forecast to grow 17% 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 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.분석 기사 • Mar 10Market Participants Recognise Sinofibers Technology Co.,Ltd.'s (SZSE:300777) Earnings Pushing Shares 26% HigherDespite an already strong run, Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) shares have been powering on, with a gain...Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥35.06, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 36% over the past three years.분석 기사 • Jan 03Investors Could Be Concerned With Sinofibers TechnologyLtd's (SZSE:300777) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Board Change • Jan 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. Chairman of the Board Yonggang Yang is the most experienced director on the board, commencing their role in 2018. 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 • Dec 31Sinofibers Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2025Sinofibers Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2025분석 기사 • Nov 11Market Participants Recognise Sinofibers Technology Co.,Ltd.'s (SZSE:300777) Earnings Pushing Shares 27% HigherSinofibers Technology Co.,Ltd. ( SZSE:300777 ) shares have continued their recent momentum with a 27% gain in the last...Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥32.76, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years.Price Target Changed • Oct 31Price target increased by 25% to CN¥36.91Up from CN¥29.49, the current price target is an average from 2 analysts. New target price is 20% above last closing price of CN¥30.88. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.79 for next year compared to CN¥0.66 last year.Major Estimate Revision • Oct 31Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥709.0m to CN¥745.8m. EPS estimate fell from CN¥1.05 to CN¥0.79 per share. Net income forecast to grow 46% next year vs 59% growth forecast for Chemicals industry in China. Consensus price target up from CN¥29.49 to CN¥36.91. Share price rose 6.6% to CN¥30.88 over the past week.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.28 (vs CN¥0.081 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.28 (up from CN¥0.081 in 3Q 2023). Revenue: CN¥241.7m (up 187% from 3Q 2023). Net income: CN¥126.5m (up 254% from 3Q 2023). Profit margin: 52% (up from 43% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% 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 1% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥26.23, 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 48% over the past three years.공고 • Sep 30Sinofibers Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 25, 2024Sinofibers Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024분석 기사 • Sep 27Investors Appear Satisfied With Sinofibers Technology Co.,Ltd.'s (SZSE:300777) Prospects As Shares Rocket 27%Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) shares have had a really impressive month, gaining 27% after a shaky...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¥24.54, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 54% over the past three years.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.14 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (down from CN¥0.14 in 2Q 2023). Revenue: CN¥144.2m (up 32% from 2Q 2023). Net income: CN¥45.4m (down 25% from 2Q 2023). Profit margin: 32% (down from 56% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 26% 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 increased by 7% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.분석 기사 • Aug 09Sinofibers TechnologyLtd's (SZSE:300777) Returns On Capital Not Reflecting Well On The BusinessTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...공고 • Jun 29Sinofibers Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 29, 2024Sinofibers Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 29, 2024분석 기사 • Jun 26Sinofibers Technology Co.,Ltd.'s (SZSE:300777) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 48.3x Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) may be sending very...Declared Dividend • May 31Dividend of CN¥0.12 announcedShareholders will receive a dividend of CN¥0.12. Ex-date: 4th June 2024 Payment date: 4th June 2024 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 117% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • May 17Sinofibers Technology Co.,Ltd. (SZSE:300777) announces an Equity Buyback for CNY 30 million worth of its shares.Sinofibers Technology Co.,Ltd. (SZSE:300777) 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 purchased at a price not exceeding CNY 41.14 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.Major Estimate Revision • May 03Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥847.2m to CN¥775.5m. EPS estimate also fell from CN¥1.02 per share to CN¥0.908 per share. Net income forecast to grow 109% next year vs 57% growth forecast for Chemicals industry in China. Consensus price target down from CN¥47.81 to CN¥30.31. Share price was steady at CN¥24.63 over the past week.분석 기사 • Apr 29Sinofibers TechnologyLtd's (SZSE:300777) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) last week didn't sink the stock...Major Estimate Revision • Apr 29Consensus revenue estimates fall by 42%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥1.46b to CN¥847.2m. EPS estimate fell from CN¥1.95 to CN¥1.02 per share. Net income forecast to grow 134% next year vs 58% growth forecast for Chemicals industry in China. Consensus price target down from CN¥69.36 to CN¥47.81. Share price rose 3.0% to CN¥25.05 over the past week.Price Target Changed • Apr 25Price target decreased by 9.3% to CN¥69.36Down from CN¥76.50, the current price target is an average from 2 analysts. New target price is 181% above last closing price of CN¥24.69. Stock is down 53% over the past year. The company is forecast to post earnings per share of CN¥1.77 for next year compared to CN¥0.66 last year.Board Change • Apr 25High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Chairman of the Board Yonggang Yang is the most experienced director on the board, commencing their role in 2018. 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 • Apr 24First quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.34 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.34 in 1Q 2023). Revenue: CN¥146.8m (down 29% from 1Q 2023). Net income: CN¥59.2m (down 60% from 1Q 2023). Profit margin: 40% (down from 72% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 56% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공고 • Apr 23Sinofibers Technology Co.,Ltd., Annual General Meeting, May 20, 2024Sinofibers Technology Co.,Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: No. 398, Tongjiang Avenue, Xinbei District, Changzhou, Jiangsu ChinaValuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥22.44, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 42% over the past three years.공고 • Mar 30Sinofibers Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 23, 2024Sinofibers Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥30.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥55.07 per share.분석 기사 • Mar 25Sinofibers Technology Co.,Ltd. (SZSE:300777) Shares Could Be 47% Below Their Intrinsic Value EstimateKey Insights Sinofibers TechnologyLtd's estimated fair value is CN¥55.04 based on 2 Stage Free Cash Flow to Equity...분석 기사 • Mar 04Market Might Still Lack Some Conviction On Sinofibers Technology Co.,Ltd. (SZSE:300777) Even After 26% Share Price BoostThose holding Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) shares would be relieved that the share price has...분석 기사 • Feb 27Returns On Capital At Sinofibers TechnologyLtd (SZSE:300777) Paint A Concerning PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥19.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 60% over the past three years.Board Change • Jan 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Chairman of the Board Yonggang Yang is the most experienced director on the board, commencing their role in 2018. 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 • Dec 29Sinofibers Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Sinofibers Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Reported Earnings • Oct 26Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: CN¥0.081 (down from CN¥0.34 in 3Q 2022). Revenue: CN¥84.1m (down 59% from 3Q 2022). Net income: CN¥35.7m (down 74% from 3Q 2022). Profit margin: 43% (down from 66% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 66%. Earnings per share (EPS) also missed analyst estimates by 76%. Revenue is forecast to grow 36% 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 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공고 • Sep 30Sinofibers Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 26, 2023Sinofibers Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023Reported Earnings • Aug 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.14 (down from CN¥0.21 in 2Q 2022). Revenue: CN¥109.0m (down 23% from 2Q 2022). Net income: CN¥60.8m (down 35% from 2Q 2022). Profit margin: 56% (down from 66% in 2Q 2022). Revenue missed analyst estimates by 56%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 27% 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 43% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공고 • Jun 02Sinofibers Technology Co.,Ltd. Implements Final Cash Dividend of A Shares for 2022, Payable on 07 June 2023Sinofibers Technology Co.,Ltd. implemented final cash dividend of CNY 2.50000000 per 10 A shares (tax included) for 2022. Record date is 06 June 2023. Ex-date is 07 June 2023. Payment date is 07 June 2023.Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CN¥1.39 (vs CN¥0.50 in FY 2021)Full year 2022 results: EPS: CN¥1.39 (up from CN¥0.50 in FY 2021). Revenue: CN¥797.2m (up 94% from FY 2021). Net income: CN¥595.5m (up 196% from FY 2021). Profit margin: 75% (up from 49% in FY 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥56.69, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 68% over the past three years.공고 • Dec 08Sinofibers Technology Co.,Ltd. Announces Directorate AppointmentsSinofibers Technology Co.,Ltd. at its Extraordinary General Meeting of 2022 held on 06 December 2022, approved Election and nomination of Li Baoshan, Peng Jisheng as non-independent directors, Election and nomination of Xie Gen, Liu Lihua as independent directors and Election of Guo Jianqiang, Ma Ruas non-employee supervisors.Price Target Changed • Nov 16Price target decreased to CN¥69.33Down from CN¥76.50, the current price target is an average from 3 analysts. New target price is 30% above last closing price of CN¥53.27. Stock is down 14% over the past year. The company is forecast to post earnings per share of CN¥1.04 for next year compared to CN¥0.50 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). Independent Director Juqin Shen was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: CN¥0.34 (up from CN¥0.13 in 3Q 2021). Revenue: CN¥204.2m (up 106% from 3Q 2021). Net income: CN¥135.7m (up 165% from 3Q 2021). Profit margin: 66% (up from 52% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 58%. 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 25% per year whereas the company’s share price has increased by 20% per year.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥50.42, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 49% over the past three years.Reported Earnings • Aug 31Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.15 in 2Q 2021). Revenue: CN¥142.2m (up 11% from 2Q 2021). Net income: CN¥94.0m (up 52% from 2Q 2021). Profit margin: 66% (up from 48% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 40%. Earnings per share (EPS) also missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 107%, compared to a 40% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공고 • May 27Sinofibers Technology Co.,Ltd. Announces Cash Dividend, Payable on 31 May 2022Sinofibers Technology Co.,Ltd. announced 2021 final profit distribution plan to be implemented (A shares) as Cash dividend/10 shares (tax included): CNY 0.83000000. Record date as 30 May 2022, ex-date as May 31, 2022 and payment date as May 31, 2022.공고 • May 21Sinofibers Technology Co.,Ltd. Approves Cash Dividend for the Year 2021Sinofibers Technology Co.,Ltd. announced that at its Annual General Meeting of 2021 held on May 19, 2022, shareholders approved cash dividend (tax included) of CNY 0.830 per 10 shares.Price Target Changed • May 07Price target decreased to CN¥60.73Down from CN¥76.50, the current price target is an average from 6 analysts. New target price is 25% above last closing price of CN¥48.50. Stock is up 38% over the past year. The company is forecast to post earnings per share of CN¥1.06 for next year compared to CN¥0.50 last year.Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.08 in 1Q 2021). Revenue: CN¥172.8m (up 136% from 1Q 2021). Net income: CN¥90.7m (up 184% from 1Q 2021). Profit margin: 53% (up from 44% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 98%, compared to a 42% growth forecast for the industry in China.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.095 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥99.3m (up 8.2% from 3Q 2020). Net income: CN¥51.2m (up 35% from 3Q 2020). Profit margin: 52% (up from 41% in 3Q 2020). The increase in margin was primarily driven by lower expenses.Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.16 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥127.9m (up 3.2% from 2Q 2020). Net income: CN¥61.9m (down 6.2% from 2Q 2020). Profit margin: 48% (down from 53% in 2Q 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥43.42, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 45% over the past year.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.07 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥73.2m (up 64% from 1Q 2020). Net income: CN¥31.9m (up 16% from 1Q 2020). Profit margin: 44% (down from 62% in 1Q 2020). The decrease in margin was driven by higher expenses.Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.58 (vs CN¥0.36 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥389.5m (up 66% from FY 2019). Net income: CN¥232.3m (up 70% from FY 2019). Profit margin: 60% (up from 58% in FY 2019). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Mar 09New 90-day low: CN¥40.99The company is down 16% from its price of CN¥49.01 on 09 December 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.98 per share.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥40.99, the stock is trading at a trailing P/E ratio of 70.7x, down from the previous P/E ratio of 83.6x. This compares to an average P/E of 36x in the Chemicals industry in China. Total returns to shareholders over the past year are 2.7%.공고 • Feb 24Sinofibers Technology Co.,Ltd. to Report Fiscal Year 2020 Results on Mar 30, 2021Sinofibers Technology Co.,Ltd. announced that they will report fiscal year 2020 results on Mar 30, 2021Is New 90 Day High Low • Jan 05New 90-day high: CN¥57.40The company is up 9.0% from its price of CN¥52.48 on 30 September 2020. The Chinese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.98 per share.Is New 90 Day High Low • Dec 16New 90-day low: CN¥42.88The company is down 8.0% from its price of CN¥46.80 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.98 per share.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥193.8m, up 30% from the prior year. Total revenue was CN¥335.5m over the last 12 months, up 33% from the prior year.Is New 90 Day High Low • Oct 09New 90-day high: CN¥54.72The company is up 25% from its price of CN¥43.86 on 10 July 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.86 per share.공고 • Aug 13Sinofibers Technology Co.,Ltd. to Report First Half, 2020 Results on Aug 28, 2020Sinofibers Technology Co.,Ltd. announced that they will report first half, 2020 results on Aug 28, 2020주주 수익률300777CN ChemicalsCN 시장7D-13.1%-9.6%-8.7%1Y-40.0%28.5%10.0%전체 주주 수익률 보기수익률 대 산업: 300777은 지난 1년 동안 28.5%의 수익을 기록한 CN Chemicals 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 300777은 지난 1년 동안 10%를 기록한 CN 시장보다 저조한 성과를 냈습니다.주가 변동성Is 300777's price volatile compared to industry and market?300777 volatility300777 Average Weekly Movement8.2%Chemicals Industry Average Movement7.5%Market Average Movement7.2%10% most volatile stocks in CN Market11.9%10% least volatile stocks in CN Market4.3%안정적인 주가: 300777는 지난 3개월 동안 CN 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 300777의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2008570Hui Lin/a시노파이버 테크놀로지는 고성능 탄소 섬유 및 직물의 연구 개발, 생산 및 판매에 종사하고 있습니다. 이 회사는 2008년에 설립되었으며 중국 창저우에 본사를 두고 있습니다.더 보기Sinofibers Technology Co., Ltd. 기초 지표 요약Sinofibers Technology의 순이익과 매출은 시가총액과 어떻게 비교됩니까?300777 기초 통계시가총액CN¥10.01b순이익 (TTM)CN¥220.39m매출 (TTM)CN¥715.57m44.4x주가수익비율(P/E)13.7x주가매출비율(P/S)300777는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표300777 손익계산서 (TTM)매출CN¥715.57m매출원가CN¥251.24m총이익CN¥464.33m기타 비용CN¥243.94m순이익CN¥220.39m최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 27, 2026주당순이익(EPS)0.50총이익률64.89%순이익률30.80%부채/자본 비율1.6%300777의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.0%현재 배당 수익률46%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/20 13:56종가2026/07/20 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 소스Sinofibers Technology Co., Ltd.는 6명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Zhongyu LiuChina International Capital Corporation LimitedWei LiuHaitong International Research LimitedKang ShiIndustrial Securities Co. Ltd.3명의 분석가 더 보기
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥22.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 43% over the past three years.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥30.25, the stock trades at a trailing P/E ratio of 60.3x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years.
공고 • Jun 30Sinofibers Technology Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Sinofibers Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026
Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥33.42, the stock trades at a trailing P/E ratio of 66.6x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years.
New Risk • Apr 23New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 31% Last year net profit margin: 45% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (31% net profit margin).
Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.72 (down from CN¥0.81 in FY 2024). Revenue: CN¥846.1m (up 4.1% from FY 2024). Net income: CN¥314.6m (down 12% from FY 2024). Profit margin: 37% (down from 44% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 29% 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 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥22.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 43% over the past three years.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥30.25, the stock trades at a trailing P/E ratio of 60.3x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years.
공고 • Jun 30Sinofibers Technology Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Sinofibers Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026
Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥33.42, the stock trades at a trailing P/E ratio of 66.6x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 29% over the past three years.
New Risk • Apr 23New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 31% Last year net profit margin: 45% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (31% net profit margin).
Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.72 (down from CN¥0.81 in FY 2024). Revenue: CN¥846.1m (up 4.1% from FY 2024). Net income: CN¥314.6m (down 12% from FY 2024). Profit margin: 37% (down from 44% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 29% 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 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
공고 • Apr 15Sinofibers Technology Co.,Ltd., Annual General Meeting, May 08, 2026Sinofibers Technology Co.,Ltd., Annual General Meeting, May 08, 2026, at 14:00 China Standard Time. Location: Building 3, No. 256, Zhulin North Road, Tianning District, Changzhou, Jiangsu China
공고 • Mar 31Sinofibers Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 23, 2026Sinofibers Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥35.22, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Chemicals industry in China. Total loss to shareholders of 28% over the past three years.
New Risk • Mar 03New 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 7.5% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.5% average weekly change).
공고 • Dec 31Sinofibers Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 15, 2026Sinofibers Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 15, 2026
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥40.80, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Chemicals industry in China. Total loss to shareholders of 17% over the past three years.
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.28 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.19 (down from CN¥0.28 in 3Q 2024). Revenue: CN¥220.3m (down 8.9% from 3Q 2024). Net income: CN¥81.5m (down 36% from 3Q 2024). Profit margin: 37% (down from 52% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 20% 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 16% per year whereas the company’s share price has fallen by 15% per year.
공고 • Sep 30Sinofibers Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Sinofibers Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Reported Earnings • Aug 28Second quarter 2025 earnings released: EPS: CN¥0.21 (vs CN¥0.11 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.21 (up from CN¥0.11 in 2Q 2024). Revenue: CN¥224.9m (up 56% from 2Q 2024). Net income: CN¥95.1m (up 109% from 2Q 2024). Profit margin: 42% (up from 32% in 2Q 2024). 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 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공고 • Jul 02Sinofibers Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Sinofibers Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
Reported Earnings • Apr 26First quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.13 in 1Q 2024). Revenue: CN¥239.1m (up 63% from 1Q 2024). Net income: CN¥113.3m (up 91% from 1Q 2024). Profit margin: 47% (up from 40% in 1Q 2024). 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 11% per year whereas the company’s share price has fallen by 9% per year.
New Risk • Apr 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
공고 • Apr 16+ 1 more updateSinofibers Technology Co.,Ltd. (SZSE:300777) announces an Equity Buyback for CNY 80 million worth of its shares.Sinofibers Technology Co.,Ltd. (SZSE:300777) announces a share repurchase program. Under the program, the company will repurchase up to CNY 80 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 52.47 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.
공고 • Apr 15Sinofibers Technology Co.,Ltd., Annual General Meeting, May 07, 2025Sinofibers Technology Co.,Ltd., Annual General Meeting, May 07, 2025, at 14:00 China Standard Time. Location: No. 56, Hehai East Road, Xinbei District, Changzhou, Jiangsu China
공고 • Mar 31Sinofibers Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Sinofibers Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
Reported Earnings • Mar 26Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: CN¥0.81 (up from CN¥0.66 in FY 2023). Revenue: CN¥812.5m (up 45% from FY 2023). Net income: CN¥356.1m (up 23% from FY 2023). Profit margin: 44% (down from 52% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.9%. Revenue is forecast to grow 17% 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 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
분석 기사 • Mar 10Market Participants Recognise Sinofibers Technology Co.,Ltd.'s (SZSE:300777) Earnings Pushing Shares 26% HigherDespite an already strong run, Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) shares have been powering on, with a gain...
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥35.06, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 21x in the Chemicals industry in China. Total loss to shareholders of 36% over the past three years.
분석 기사 • Jan 03Investors Could Be Concerned With Sinofibers TechnologyLtd's (SZSE:300777) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Board Change • Jan 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. Chairman of the Board Yonggang Yang is the most experienced director on the board, commencing their role in 2018. 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 • Dec 31Sinofibers Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2025Sinofibers Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2025
분석 기사 • Nov 11Market Participants Recognise Sinofibers Technology Co.,Ltd.'s (SZSE:300777) Earnings Pushing Shares 27% HigherSinofibers Technology Co.,Ltd. ( SZSE:300777 ) shares have continued their recent momentum with a 27% gain in the last...
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥32.76, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years.
Price Target Changed • Oct 31Price target increased by 25% to CN¥36.91Up from CN¥29.49, the current price target is an average from 2 analysts. New target price is 20% above last closing price of CN¥30.88. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.79 for next year compared to CN¥0.66 last year.
Major Estimate Revision • Oct 31Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥709.0m to CN¥745.8m. EPS estimate fell from CN¥1.05 to CN¥0.79 per share. Net income forecast to grow 46% next year vs 59% growth forecast for Chemicals industry in China. Consensus price target up from CN¥29.49 to CN¥36.91. Share price rose 6.6% to CN¥30.88 over the past week.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.28 (vs CN¥0.081 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.28 (up from CN¥0.081 in 3Q 2023). Revenue: CN¥241.7m (up 187% from 3Q 2023). Net income: CN¥126.5m (up 254% from 3Q 2023). Profit margin: 52% (up from 43% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% 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 1% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥26.23, 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 48% over the past three years.
공고 • Sep 30Sinofibers Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 25, 2024Sinofibers Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024
분석 기사 • Sep 27Investors Appear Satisfied With Sinofibers Technology Co.,Ltd.'s (SZSE:300777) Prospects As Shares Rocket 27%Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) shares have had a really impressive month, gaining 27% after a shaky...
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¥24.54, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 54% over the past three years.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.14 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (down from CN¥0.14 in 2Q 2023). Revenue: CN¥144.2m (up 32% from 2Q 2023). Net income: CN¥45.4m (down 25% from 2Q 2023). Profit margin: 32% (down from 56% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 26% 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 increased by 7% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 09Sinofibers TechnologyLtd's (SZSE:300777) Returns On Capital Not Reflecting Well On The BusinessTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
공고 • Jun 29Sinofibers Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 29, 2024Sinofibers Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
분석 기사 • Jun 26Sinofibers Technology Co.,Ltd.'s (SZSE:300777) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 48.3x Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) may be sending very...
Declared Dividend • May 31Dividend of CN¥0.12 announcedShareholders will receive a dividend of CN¥0.12. Ex-date: 4th June 2024 Payment date: 4th June 2024 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 117% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • May 17Sinofibers Technology Co.,Ltd. (SZSE:300777) announces an Equity Buyback for CNY 30 million worth of its shares.Sinofibers Technology Co.,Ltd. (SZSE:300777) 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 purchased at a price not exceeding CNY 41.14 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.
Major Estimate Revision • May 03Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥847.2m to CN¥775.5m. EPS estimate also fell from CN¥1.02 per share to CN¥0.908 per share. Net income forecast to grow 109% next year vs 57% growth forecast for Chemicals industry in China. Consensus price target down from CN¥47.81 to CN¥30.31. Share price was steady at CN¥24.63 over the past week.
분석 기사 • Apr 29Sinofibers TechnologyLtd's (SZSE:300777) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) last week didn't sink the stock...
Major Estimate Revision • Apr 29Consensus revenue estimates fall by 42%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥1.46b to CN¥847.2m. EPS estimate fell from CN¥1.95 to CN¥1.02 per share. Net income forecast to grow 134% next year vs 58% growth forecast for Chemicals industry in China. Consensus price target down from CN¥69.36 to CN¥47.81. Share price rose 3.0% to CN¥25.05 over the past week.
Price Target Changed • Apr 25Price target decreased by 9.3% to CN¥69.36Down from CN¥76.50, the current price target is an average from 2 analysts. New target price is 181% above last closing price of CN¥24.69. Stock is down 53% over the past year. The company is forecast to post earnings per share of CN¥1.77 for next year compared to CN¥0.66 last year.
Board Change • Apr 25High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Chairman of the Board Yonggang Yang is the most experienced director on the board, commencing their role in 2018. 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 • Apr 24First quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.34 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.34 in 1Q 2023). Revenue: CN¥146.8m (down 29% from 1Q 2023). Net income: CN¥59.2m (down 60% from 1Q 2023). Profit margin: 40% (down from 72% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 56% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공고 • Apr 23Sinofibers Technology Co.,Ltd., Annual General Meeting, May 20, 2024Sinofibers Technology Co.,Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: No. 398, Tongjiang Avenue, Xinbei District, Changzhou, Jiangsu China
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥22.44, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 42% over the past three years.
공고 • Mar 30Sinofibers Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 23, 2024Sinofibers Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥30.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥55.07 per share.
분석 기사 • Mar 25Sinofibers Technology Co.,Ltd. (SZSE:300777) Shares Could Be 47% Below Their Intrinsic Value EstimateKey Insights Sinofibers TechnologyLtd's estimated fair value is CN¥55.04 based on 2 Stage Free Cash Flow to Equity...
분석 기사 • Mar 04Market Might Still Lack Some Conviction On Sinofibers Technology Co.,Ltd. (SZSE:300777) Even After 26% Share Price BoostThose holding Sinofibers Technology Co.,Ltd. ( SZSE:300777 ) shares would be relieved that the share price has...
분석 기사 • Feb 27Returns On Capital At Sinofibers TechnologyLtd (SZSE:300777) Paint A Concerning PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥19.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 60% over the past three years.
Board Change • Jan 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Chairman of the Board Yonggang Yang is the most experienced director on the board, commencing their role in 2018. 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 • Dec 29Sinofibers Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Sinofibers Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Reported Earnings • Oct 26Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: CN¥0.081 (down from CN¥0.34 in 3Q 2022). Revenue: CN¥84.1m (down 59% from 3Q 2022). Net income: CN¥35.7m (down 74% from 3Q 2022). Profit margin: 43% (down from 66% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 66%. Earnings per share (EPS) also missed analyst estimates by 76%. Revenue is forecast to grow 36% 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 40% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공고 • Sep 30Sinofibers Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 26, 2023Sinofibers Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
Reported Earnings • Aug 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.14 (down from CN¥0.21 in 2Q 2022). Revenue: CN¥109.0m (down 23% from 2Q 2022). Net income: CN¥60.8m (down 35% from 2Q 2022). Profit margin: 56% (down from 66% in 2Q 2022). Revenue missed analyst estimates by 56%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 27% 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 43% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공고 • Jun 02Sinofibers Technology Co.,Ltd. Implements Final Cash Dividend of A Shares for 2022, Payable on 07 June 2023Sinofibers Technology Co.,Ltd. implemented final cash dividend of CNY 2.50000000 per 10 A shares (tax included) for 2022. Record date is 06 June 2023. Ex-date is 07 June 2023. Payment date is 07 June 2023.
Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CN¥1.39 (vs CN¥0.50 in FY 2021)Full year 2022 results: EPS: CN¥1.39 (up from CN¥0.50 in FY 2021). Revenue: CN¥797.2m (up 94% from FY 2021). Net income: CN¥595.5m (up 196% from FY 2021). Profit margin: 75% (up from 49% in FY 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥56.69, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 68% over the past three years.
공고 • Dec 08Sinofibers Technology Co.,Ltd. Announces Directorate AppointmentsSinofibers Technology Co.,Ltd. at its Extraordinary General Meeting of 2022 held on 06 December 2022, approved Election and nomination of Li Baoshan, Peng Jisheng as non-independent directors, Election and nomination of Xie Gen, Liu Lihua as independent directors and Election of Guo Jianqiang, Ma Ruas non-employee supervisors.
Price Target Changed • Nov 16Price target decreased to CN¥69.33Down from CN¥76.50, the current price target is an average from 3 analysts. New target price is 30% above last closing price of CN¥53.27. Stock is down 14% over the past year. The company is forecast to post earnings per share of CN¥1.04 for next year compared to CN¥0.50 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). Independent Director Juqin Shen was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: CN¥0.34 (up from CN¥0.13 in 3Q 2021). Revenue: CN¥204.2m (up 106% from 3Q 2021). Net income: CN¥135.7m (up 165% from 3Q 2021). Profit margin: 66% (up from 52% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 58%. 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 25% per year whereas the company’s share price has increased by 20% per year.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥50.42, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 49% over the past three years.
Reported Earnings • Aug 31Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.15 in 2Q 2021). Revenue: CN¥142.2m (up 11% from 2Q 2021). Net income: CN¥94.0m (up 52% from 2Q 2021). Profit margin: 66% (up from 48% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 40%. Earnings per share (EPS) also missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 107%, compared to a 40% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공고 • May 27Sinofibers Technology Co.,Ltd. Announces Cash Dividend, Payable on 31 May 2022Sinofibers Technology Co.,Ltd. announced 2021 final profit distribution plan to be implemented (A shares) as Cash dividend/10 shares (tax included): CNY 0.83000000. Record date as 30 May 2022, ex-date as May 31, 2022 and payment date as May 31, 2022.
공고 • May 21Sinofibers Technology Co.,Ltd. Approves Cash Dividend for the Year 2021Sinofibers Technology Co.,Ltd. announced that at its Annual General Meeting of 2021 held on May 19, 2022, shareholders approved cash dividend (tax included) of CNY 0.830 per 10 shares.
Price Target Changed • May 07Price target decreased to CN¥60.73Down from CN¥76.50, the current price target is an average from 6 analysts. New target price is 25% above last closing price of CN¥48.50. Stock is up 38% over the past year. The company is forecast to post earnings per share of CN¥1.06 for next year compared to CN¥0.50 last year.
Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.08 in 1Q 2021). Revenue: CN¥172.8m (up 136% from 1Q 2021). Net income: CN¥90.7m (up 184% from 1Q 2021). Profit margin: 53% (up from 44% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 98%, compared to a 42% growth forecast for the industry in China.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.095 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥99.3m (up 8.2% from 3Q 2020). Net income: CN¥51.2m (up 35% from 3Q 2020). Profit margin: 52% (up from 41% in 3Q 2020). The increase in margin was primarily driven by lower expenses.
Reported Earnings • Aug 30Second quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.16 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥127.9m (up 3.2% from 2Q 2020). Net income: CN¥61.9m (down 6.2% from 2Q 2020). Profit margin: 48% (down from 53% in 2Q 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥43.42, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 45% over the past year.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.07 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥73.2m (up 64% from 1Q 2020). Net income: CN¥31.9m (up 16% from 1Q 2020). Profit margin: 44% (down from 62% in 1Q 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.58 (vs CN¥0.36 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥389.5m (up 66% from FY 2019). Net income: CN¥232.3m (up 70% from FY 2019). Profit margin: 60% (up from 58% in FY 2019). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Mar 09New 90-day low: CN¥40.99The company is down 16% from its price of CN¥49.01 on 09 December 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.98 per share.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥40.99, the stock is trading at a trailing P/E ratio of 70.7x, down from the previous P/E ratio of 83.6x. This compares to an average P/E of 36x in the Chemicals industry in China. Total returns to shareholders over the past year are 2.7%.
공고 • Feb 24Sinofibers Technology Co.,Ltd. to Report Fiscal Year 2020 Results on Mar 30, 2021Sinofibers Technology Co.,Ltd. announced that they will report fiscal year 2020 results on Mar 30, 2021
Is New 90 Day High Low • Jan 05New 90-day high: CN¥57.40The company is up 9.0% from its price of CN¥52.48 on 30 September 2020. The Chinese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.98 per share.
Is New 90 Day High Low • Dec 16New 90-day low: CN¥42.88The company is down 8.0% from its price of CN¥46.80 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.98 per share.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥193.8m, up 30% from the prior year. Total revenue was CN¥335.5m over the last 12 months, up 33% from the prior year.
Is New 90 Day High Low • Oct 09New 90-day high: CN¥54.72The company is up 25% from its price of CN¥43.86 on 10 July 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.86 per share.
공고 • Aug 13Sinofibers Technology Co.,Ltd. to Report First Half, 2020 Results on Aug 28, 2020Sinofibers Technology Co.,Ltd. announced that they will report first half, 2020 results on Aug 28, 2020
