View ValuationTransfar Zhilian 향후 성장Future 기준 점검 3/6Transfar Zhilian (는) 각각 연간 27.6% 및 3.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.6% 로 예상됩니다.핵심 정보27.6%이익 성장률27.40%EPS 성장률Chemicals 이익 성장30.6%매출 성장률3.7%향후 자기자본이익률6.60%애널리스트 커버리지Low마지막 업데이트21 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Jin Chen was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 21Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China공시 • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Transfar Zhilian Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026공시 • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026공시 • Oct 14Transfar Zhilian Co., Ltd. Approves Interim Cash Dividend for 2025Transfar Zhilian Co., Ltd. at its Extraordinary General Meeting of 2025 on 10 October 2025, approved interim Cash dividend/10 shares (tax included): CNY 0.500000000 for 2025.공시 • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Transfar Zhilian Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025공시 • Jul 02Transfar Zhilian Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Transfar Zhilian Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025공시 • May 22Transfar Zhilian Co., Ltd. Approves Cash Dividend for 2024Transfar Zhilian Co., Ltd. at its Annual General Meeting of 2024 on 20 May 2025, approved Cash dividend (tax included): CNY 1.00000000 per ten shares for 2024.공시 • Apr 23Transfar Zhilian Co., Ltd. Proposes Final Cash Dividend for the Year 2024Transfar Zhilian Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2024.공시 • Apr 22Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China공시 • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Transfar Zhilian Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025공시 • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.09, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 33% over the past three years.New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 62x cash flows per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).공시 • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Transfar Zhilian Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥4.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years.공시 • Jun 29Transfar Zhilian Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Transfar Zhilian Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024Declared Dividend • Jun 19Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 24th June 2024 Payment date: 24th June 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.26 in FY 2022)Full year 2023 results: EPS: CN¥0.21 (down from CN¥0.26 in FY 2022). Revenue: CN¥33.6b (down 9.1% from FY 2022). Net income: CN¥590.9m (down 21% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 24% 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.공시 • Apr 23Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China공시 • Mar 30Transfar Zhilian Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Transfar Zhilian Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥4.65, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 25x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.공시 • Dec 29Transfar Zhilian Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.051 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.051 in 3Q 2022). Revenue: CN¥8.90b (down 9.3% from 3Q 2022). Net income: CN¥120.1m (down 23% from 3Q 2022). Profit margin: 1.3% (down from 1.6% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.073 (vs CN¥0.098 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.073 (down from CN¥0.098 in 2Q 2022). Revenue: CN¥8.64b (down 15% from 2Q 2022). Net income: CN¥207.6m (down 30% from 2Q 2022). Profit margin: 2.4% (down from 2.9% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.공시 • Jun 14Transfar Zhilian Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 19, 2023Transfar Zhilian Co., Ltd. announced final cash dividend of CNY 1.00 per 10 shares on A shares for the year 2022. Record date is June 16, 2023, Ex-Date is June 19, 2023 and Payment Date is June 19, 2023.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.72 in FY 2021)Full year 2022 results: EPS: CN¥0.26 (down from CN¥0.72 in FY 2021). Revenue: CN¥37.0b (up 4.2% from FY 2021). Net income: CN¥744.8m (down 67% from FY 2021). Profit margin: 2.0% (down from 6.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.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. 9 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Jin Guo Xin was the last independent director to join the board, commencing their role in 2019. 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 25Third quarter 2022 earnings released: EPS: CN¥0.051 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.051 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥9.81b (up 4.8% from 3Q 2021). Net income: CN¥156.7m (down 60% from 3Q 2021). Profit margin: 1.6% (down from 4.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% 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 20% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.13 in 2Q 2021). Revenue: CN¥10.1b (up 14% from 2Q 2021). Net income: CN¥296.3m (down 27% from 2Q 2021). Profit margin: 2.9% (down from 4.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 21%, compared to a 42% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥6.34, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 10.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.99 per share.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥9.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.06 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥9.36b (up 62% from 3Q 2020). Net income: CN¥390.1m (up 116% from 3Q 2020). Profit margin: 4.2% (up from 3.1% 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 25% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥8.33, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 8.9% over the past three years.Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.15 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥8.90b (up 71% from 2Q 2020). Net income: CN¥406.6m (down 13% from 2Q 2020). Profit margin: 4.6% (down from 9.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥7.54, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 34% over the past three years.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.94, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 38% over the past three years.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.042 (vs CN¥0.005 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥7.10b (up 98% from 1Q 2020). Net income: CN¥139.8m (up CN¥124.7m from 1Q 2020). Profit margin: 2.0% (up from 0.4% 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 37% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.29, the stock is trading at a trailing P/E ratio of 16.2x, up from the previous P/E ratio of 13.9x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 54%.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.49 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥21.9b (up 8.0% from FY 2019). Net income: CN¥1.47b (down 8.5% from FY 2019). Profit margin: 6.7% (down from 7.9% in FY 2019). The decrease in margin was driven by higher expenses. 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 26% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 04Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 10%, compared to a 51% growth forecast for the Chemicals industry in China.Is New 90 Day High Low • Feb 20New 90-day high: CN¥6.42The company is up 15% from its price of CN¥5.60 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.54 per share.Is New 90 Day High Low • Jan 26New 90-day high: CN¥5.82The company is up 4.0% from its price of CN¥5.62 on 29 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.53 per share.Is New 90 Day High Low • Dec 28New 90-day low: CN¥4.59The company is down 18% from its price of CN¥5.63 on 30 September 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 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.38 per share.Is New 90 Day High Low • Dec 10New 90-day low: CN¥5.23The company is down 12% from its price of CN¥5.96 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.39 per share.Is New 90 Day High Low • Oct 21New 90-day low: CN¥5.59The company is down 6.0% from its price of CN¥5.94 on 23 July 2020. The Chinese market is flat 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.20 per share.Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.44b, up 16% from the prior year. Total revenue was CN¥19.6b over the last 12 months, up 9.9% from the prior year.이익 및 매출 성장 예측XSEC:002010 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202825,7131,441N/A550112/31/202724,6941,217N/A3,330112/31/202624,317878N/A48313/31/202623,0206593811,298N/A12/31/202525,0975904831,389N/A9/30/202526,1825538381,475N/A6/30/202526,0163736471,341N/A3/31/202526,3471805051,297N/A12/31/202426,7171545961,661N/A9/30/202427,260326341,179N/A6/30/202429,7074972011,592N/A3/31/202431,813585471,529N/A12/31/202333,6375913171,711N/A9/30/202334,5006402521,890N/A6/30/202335,4126751431,703N/A3/31/202336,894765-1311,523N/A12/31/202236,998745-3661,488N/A9/30/202238,4051,921-8131,435N/A6/30/202237,9572,156-1,2701,385N/A3/31/202236,7402,266-1,9011,125N/A12/31/202135,5122,249-1,8261,327N/A9/30/202132,4541,793-9891,645N/A6/30/202128,8611,583-9421,537N/A3/31/202125,1551,646-3332,112N/A12/31/202021,6411,521-642,180N/A9/30/202019,6051,440-1,2172,206N/A6/30/202019,5641,466-1,4011,887N/A3/31/202019,0071,457-1,6731,326N/A12/31/201920,2801,602N/A1,415N/A9/30/201917,8171,242N/A1,644N/A6/30/201918,6071,168N/A1,815N/A3/31/201920,116880N/A1,957N/A12/31/201820,264819N/A466N/A9/30/201824,893636N/A353N/A6/30/201824,615551N/A-96N/A3/31/201822,023480N/A-1,620N/A12/31/201719,280469N/A-691N/A9/30/201716,218345N/A-2,456N/A6/30/201711,605432N/A-2,051N/A3/31/20179,451709N/A-584N/A12/31/20168,166693N/A-401N/A9/30/20165,145793N/A217N/A6/30/20164,904879N/A285N/A3/31/20165,131571N/A268N/A12/31/20155,340551N/A414N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 002010 의 연간 예상 수익 증가율(27.6%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 002010 의 연간 수익(27.6%)이 CN 시장(27.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 002010 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 002010 의 수익(연간 3.7%)이 CN 시장(연간 16.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 002010 의 수익(연간 3.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 002010의 자본 수익률은 3년 후 6.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 01:33종가2026/05/25 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Transfar Zhilian Co., Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nan YuHaitong International Research LimitedXiaofeng ShenHuatai ResearchPin Hui WangIndustrial Securities Co. Ltd.2명의 분석가 더 보기
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Jin Chen was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 21Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026Transfar Zhilian Co., Ltd., Annual General Meeting, May 27, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
공시 • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Transfar Zhilian Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
공시 • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026
공시 • Oct 14Transfar Zhilian Co., Ltd. Approves Interim Cash Dividend for 2025Transfar Zhilian Co., Ltd. at its Extraordinary General Meeting of 2025 on 10 October 2025, approved interim Cash dividend/10 shares (tax included): CNY 0.500000000 for 2025.
공시 • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Transfar Zhilian Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
공시 • Jul 02Transfar Zhilian Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Transfar Zhilian Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
공시 • May 22Transfar Zhilian Co., Ltd. Approves Cash Dividend for 2024Transfar Zhilian Co., Ltd. at its Annual General Meeting of 2024 on 20 May 2025, approved Cash dividend (tax included): CNY 1.00000000 per ten shares for 2024.
공시 • Apr 23Transfar Zhilian Co., Ltd. Proposes Final Cash Dividend for the Year 2024Transfar Zhilian Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2024.
공시 • Apr 22Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025Transfar Zhilian Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
공시 • Mar 31Transfar Zhilian Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Transfar Zhilian Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
공시 • Dec 31Transfar Zhilian Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.09, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 33% over the past three years.
New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 62x cash flows per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
공시 • Sep 30Transfar Zhilian Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Transfar Zhilian Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥4.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 47% over the past three years.
공시 • Jun 29Transfar Zhilian Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Transfar Zhilian Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
Declared Dividend • Jun 19Dividend of CN¥0.10 announcedDividend of CN¥0.10 is the same as last year. Ex-date: 24th June 2024 Payment date: 24th June 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but not covered by cash flows (dividend approximately 13x free cash flows). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 24Full year 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.26 in FY 2022)Full year 2023 results: EPS: CN¥0.21 (down from CN¥0.26 in FY 2022). Revenue: CN¥33.6b (down 9.1% from FY 2022). Net income: CN¥590.9m (down 21% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 24% 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.
공시 • Apr 23Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024Transfar Zhilian Co., Ltd., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
공시 • Mar 30Transfar Zhilian Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Transfar Zhilian Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥4.65, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 25x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.
공시 • Dec 29Transfar Zhilian Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Transfar Zhilian Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.051 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.051 in 3Q 2022). Revenue: CN¥8.90b (down 9.3% from 3Q 2022). Net income: CN¥120.1m (down 23% from 3Q 2022). Profit margin: 1.3% (down from 1.6% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.073 (vs CN¥0.098 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.073 (down from CN¥0.098 in 2Q 2022). Revenue: CN¥8.64b (down 15% from 2Q 2022). Net income: CN¥207.6m (down 30% from 2Q 2022). Profit margin: 2.4% (down from 2.9% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.
공시 • Jun 14Transfar Zhilian Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 19, 2023Transfar Zhilian Co., Ltd. announced final cash dividend of CNY 1.00 per 10 shares on A shares for the year 2022. Record date is June 16, 2023, Ex-Date is June 19, 2023 and Payment Date is June 19, 2023.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.72 in FY 2021)Full year 2022 results: EPS: CN¥0.26 (down from CN¥0.72 in FY 2021). Revenue: CN¥37.0b (up 4.2% from FY 2021). Net income: CN¥744.8m (down 67% from FY 2021). Profit margin: 2.0% (down from 6.3% in FY 2021). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
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. 9 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Jin Guo Xin was the last independent director to join the board, commencing their role in 2019. 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 25Third quarter 2022 earnings released: EPS: CN¥0.051 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.051 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥9.81b (up 4.8% from 3Q 2021). Net income: CN¥156.7m (down 60% from 3Q 2021). Profit margin: 1.6% (down from 4.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% 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 20% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.13 in 2Q 2021). Revenue: CN¥10.1b (up 14% from 2Q 2021). Net income: CN¥296.3m (down 27% from 2Q 2021). Profit margin: 2.9% (down from 4.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 21%, compared to a 42% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥6.34, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 10.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.99 per share.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥9.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.06 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥9.36b (up 62% from 3Q 2020). Net income: CN¥390.1m (up 116% from 3Q 2020). Profit margin: 4.2% (up from 3.1% 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 25% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥8.33, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Chemicals industry in China. Total loss to shareholders of 8.9% over the past three years.
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.15 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥8.90b (up 71% from 2Q 2020). Net income: CN¥406.6m (down 13% from 2Q 2020). Profit margin: 4.6% (down from 9.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥7.54, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 34% over the past three years.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.94, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Chemicals industry in China. Total loss to shareholders of 38% over the past three years.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.042 (vs CN¥0.005 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥7.10b (up 98% from 1Q 2020). Net income: CN¥139.8m (up CN¥124.7m from 1Q 2020). Profit margin: 2.0% (up from 0.4% 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 37% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.29, the stock is trading at a trailing P/E ratio of 16.2x, up from the previous P/E ratio of 13.9x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 54%.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.49 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥21.9b (up 8.0% from FY 2019). Net income: CN¥1.47b (down 8.5% from FY 2019). Profit margin: 6.7% (down from 7.9% in FY 2019). The decrease in margin was driven by higher expenses. 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 26% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 04Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 10%, compared to a 51% growth forecast for the Chemicals industry in China.
Is New 90 Day High Low • Feb 20New 90-day high: CN¥6.42The company is up 15% from its price of CN¥5.60 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.54 per share.
Is New 90 Day High Low • Jan 26New 90-day high: CN¥5.82The company is up 4.0% from its price of CN¥5.62 on 29 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.53 per share.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥4.59The company is down 18% from its price of CN¥5.63 on 30 September 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 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.38 per share.
Is New 90 Day High Low • Dec 10New 90-day low: CN¥5.23The company is down 12% from its price of CN¥5.96 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.39 per share.
Is New 90 Day High Low • Oct 21New 90-day low: CN¥5.59The company is down 6.0% from its price of CN¥5.94 on 23 July 2020. The Chinese market is flat 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.20 per share.
Reported Earnings • Oct 20Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.44b, up 16% from the prior year. Total revenue was CN¥19.6b over the last 12 months, up 9.9% from the prior year.