View ValuationBide Pharmatech 향후 성장Future 기준 점검 5/6Bide Pharmatech은 연간 수입과 매출이 각각 34.4%와 23.7% 증가할 것으로 예상되고 EPS는 연간 31.6%만큼 증가할 것으로 예상됩니다.핵심 정보34.4%이익 성장률31.64%EPS 성장률Pharmaceuticals 이익 성장18.1%매출 성장률23.7%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트07 May 2026최근 향후 성장 업데이트Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥1.60 to CN¥1.77. Revenue forecast steady at CN¥1.34b. Net income forecast to grow 31% next year vs 31% growth forecast for Pharmaceuticals industry in China. Consensus price target of CN¥83.00 unchanged from last update. Share price was steady at CN¥76.14 over the past week.Price Target Changed • Feb 05Price target increased by 25% to CN¥50.00Up from CN¥40.00, the current price target is provided by 1 analyst. New target price is 12% above last closing price of CN¥44.51. Stock is up 21% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.21 last year.Price Target Changed • Dec 04Price target increased by 25% to CN¥50.00Up from CN¥40.00, the current price target is provided by 1 analyst. New target price is 17% above last closing price of CN¥42.68. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.21 last year.모든 업데이트 보기Recent updatesReported Earnings • Apr 24Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: CN¥1.75 (up from CN¥1.32 in FY 2024). Revenue: CN¥1.32b (up 20% from FY 2024). Net income: CN¥151.7m (up 29% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Pharmaceuticals 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 16% per year.공시 • Apr 23Bide Pharmatech Co., Ltd., Annual General Meeting, May 13, 2026Bide Pharmatech Co., Ltd., Annual General Meeting, May 13, 2026, at 09:30 China Standard Time. Location: 6F, Building 3, No. 999, Xiangyin Road, Yangpu District, Shanghai China공시 • Mar 30Bide Pharmatech Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Bide Pharmatech Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026New Risk • Mar 24New 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 8.3% 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 Dividend is not well covered by cash flows (197% cash payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change).Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥48.50, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Pharmaceuticals industry in China. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.89 per share.Reported Earnings • Mar 05Full year 2025 earnings released: EPS: CN¥1.75 (vs CN¥1.32 in FY 2024)Full year 2025 results: EPS: CN¥1.75 (up from CN¥1.32 in FY 2024). Revenue: CN¥1.32b (up 20% from FY 2024). Net income: CN¥152.2m (up 30% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has fallen by 11% 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 • Jan 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥59.86, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Pharmaceuticals industry in China. Total loss to shareholders of 31% over the past three years.공시 • Dec 26Bide Pharmatech Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Bide Pharmatech Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥1.60 to CN¥1.77. Revenue forecast steady at CN¥1.34b. Net income forecast to grow 31% next year vs 31% growth forecast for Pharmaceuticals industry in China. Consensus price target of CN¥83.00 unchanged from last update. Share price was steady at CN¥76.14 over the past week.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.53 (vs CN¥0.36 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.53 (up from CN¥0.36 in 3Q 2024). Revenue: CN¥351.6m (up 26% from 3Q 2024). Net income: CN¥46.3m (up 45% from 3Q 2024). Profit margin: 13% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Pharmaceuticals 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 increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥76.99, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 22x in the Pharmaceuticals industry in China. Total returns to shareholders of 33% over the past three years.공시 • Sep 30Bide Pharmatech Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Bide Pharmatech Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥74.73, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 23x in the Pharmaceuticals industry in China. Total returns to shareholders of 159% over the past year.Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.51 (vs CN¥0.29 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.51 (up from CN¥0.29 in 2Q 2024). Revenue: CN¥331.2m (up 23% from 2Q 2024). Net income: CN¥42.7m (up 66% from 2Q 2024). Profit margin: 13% (up from 9.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.공시 • Jun 30Bide Pharmatech Co., Ltd. to Report First Half, 2025 Results on Aug 22, 2025Bide Pharmatech Co., Ltd. announced that they will report first half, 2025 results on Aug 22, 2025Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥58.02, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 21x in the Pharmaceuticals industry in China. Total returns to shareholders of 100% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.75 per share.Board Change • Jun 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. 3 experienced directors. No highly experienced directors. R&D Director and Supervisor Ronghao Li is the most experienced director on the board, commencing their role in 2020. 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 2025 earnings released: EPS: CN¥0.34 (vs CN¥0.29 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.34 (up from CN¥0.29 in 1Q 2024). Revenue: CN¥296.4m (up 13% from 1Q 2024). Net income: CN¥30.7m (up 18% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Pharmaceuticals industry in China.공시 • Apr 24Bide Pharmatech Co., Ltd., Annual General Meeting, May 14, 2025Bide Pharmatech Co., Ltd., Annual General Meeting, May 14, 2025, at 14:30 China Standard Time. Location: 6F, Building 3, No. 999, Xiangyin Road, Yangpu District, Shanghai ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥37.81, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Pharmaceuticals industry in China. Total returns to shareholders of 14% over the past year.공시 • Mar 28Bide Pharmatech Co., Ltd. to Report Q1, 2025 Results on Apr 24, 2025Bide Pharmatech Co., Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥59.26, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the Pharmaceuticals industry in China. Total returns to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥107 per share.공시 • Feb 10Bide Pharmatech Co., Ltd. (SHSE:688073) announces an Equity Buyback for CNY 100 million worth of its shares.Bide Pharmatech Co., Ltd. (SHSE:688073) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be purchased at a price not exceeding CNY 72.30 per share. The purpose of the program is to improve the company's long-term incentive mechanism, fully mobilize the enthusiasm of the employees, and jointly promote the company's long-term development. The repurchased shares will be used for employee stock ownership plans or equity incentive plans, otherwise will be cancelled if the company fails to transfer them within the time limit stipulated by relevant laws and regulations. The program will be funded from company's own funds and special loans. The program will be valid for 6 months.Price Target Changed • Feb 05Price target increased by 25% to CN¥50.00Up from CN¥40.00, the current price target is provided by 1 analyst. New target price is 12% above last closing price of CN¥44.51. Stock is up 21% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.21 last year.Board Change • Feb 05Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). R&D Director and Supervisor Ronghao Li is the most experienced director on the board, commencing their role in 2020. Independent Director Hong Meng was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Jan 22Bide Pharmatech Co., Ltd. (SHSE:688073) agreed to acquire an unknown minority stake in Zhuhai Weibo Investment Co., Ltd. from Vivo (Suzhou) Health Industry Investment Fund (Limited Partnership) managed by Vivo Capital, LLC and Vivo Equity Investment Management (Shanghai) Co. Ltd.Bide Pharmatech Co., Ltd. (SHSE:688073) agreed to acquire an unknown minority stake in Zhuhai Weibo Investment Co., Ltd. from Vivo (Suzhou) Health Industry Investment Fund (Limited Partnership) managed by Vivo Capital, LLC and Vivo Equity Investment Management (Shanghai) Co. Ltd. on January 21, 2025. The consideration consists of common equity of Bide Pharmatech Co., Ltd. to be issued for common equity of Zhuhai Weibo Investment Co., Ltd. As part of consideration, an undisclosed value is paid towards common equity of Zhuhai Weibo Investment Co., Ltd.공시 • Dec 27Bide Pharmatech Co., Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025Bide Pharmatech Co., Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025New Risk • Dec 19New 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 11% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 141% Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (7.3% net profit margin).Price Target Changed • Dec 04Price target increased by 25% to CN¥50.00Up from CN¥40.00, the current price target is provided by 1 analyst. New target price is 17% above last closing price of CN¥42.68. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.21 last year.분석 기사 • Nov 18Bide Pharmatech Co., Ltd. (SHSE:688073) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableBide Pharmatech Co., Ltd. ( SHSE:688073 ) shares have continued their recent momentum with a 26% gain in the last month...Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥42.00, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the Pharmaceuticals industry in China. Total loss to shareholders of 35% over the past year.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: CN¥0.36 (vs CN¥0.33 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.36 (up from CN¥0.33 in 3Q 2023). Revenue: CN¥279.2m (down 1.1% from 3Q 2023). Net income: CN¥32.0m (up 8.2% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in China.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥33.16, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Pharmaceuticals industry in China. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥43.54 per share.Buy Or Sell Opportunity • Oct 10Now 21% undervaluedOver the last 90 days, the stock has risen 11% to CN¥34.50. The fair value is estimated to be CN¥43.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has declined by 63%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.공시 • Sep 30Bide Pharmatech Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Bide Pharmatech Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥37.43, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Pharmaceuticals industry in China. Total loss to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥43.54 per share.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.29 (vs CN¥0.51 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.29 (down from CN¥0.51 in 2Q 2023). Revenue: CN¥269.5m (flat on 2Q 2023). Net income: CN¥25.8m (down 45% from 2Q 2023). Profit margin: 9.6% (down from 17% in 2Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in China.공시 • Jun 29Bide Pharmatech Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Bide Pharmatech Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024공시 • May 15Bide Pharmatech Co., Ltd., Annual General Meeting, Jun 03, 2024Bide Pharmatech Co., Ltd., Annual General Meeting, Jun 03, 2024, at 14:30 China Standard Time. Location: 6F, Building 3, No. 999, Xiangyin Road, Yangpu District, Shanghai China분석 기사 • May 02There May Be Reason For Hope In Bide Pharmatech's (SHSE:688073) Disappointing EarningsBide Pharmatech Co., Ltd.'s ( SHSE:688073 ) stock was strong despite it releasing a soft earnings report last week. Our...Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.29 (vs CN¥0.41 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.29 (down from CN¥0.41 in 1Q 2023). Revenue: CN¥262.7m (up 4.0% from 1Q 2023). Net income: CN¥26.1m (down 29% from 1Q 2023). Profit margin: 9.9% (down from 15% in 1Q 2023). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.공시 • Mar 29Bide Pharmatech Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Bide Pharmatech Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥36.16, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Pharmaceuticals industry in China. Total loss to shareholders of 60% over the past year.Reported Earnings • Feb 03Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥1.24 (down from CN¥1.98 in FY 2022). Revenue: CN¥1.09b (up 31% from FY 2022). Net income: CN¥113.0m (down 23% from FY 2022). Profit margin: 10% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥40.47, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Pharmaceuticals industry in China. Total loss to shareholders of 55% over the past year.공시 • Dec 30Bide Pharmatech Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Bide Pharmatech Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥72.00, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Pharmaceuticals industry in China.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥59.09, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Pharmaceuticals industry in China.New Risk • Aug 31New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 38% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: CN¥0.51 (vs CN¥0.49 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.51 (up from CN¥0.49 in 2Q 2022). Revenue: CN¥270.2m (up 41% from 2Q 2022). Net income: CN¥46.9m (up 39% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥79.52, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Pharmaceuticals industry in China.New Risk • Jul 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Dividend is not well covered by cash flows (287% cash payout ratio).Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥78.30, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 21x in the Pharmaceuticals industry in China.Reported Earnings • Apr 24First quarter 2023 earnings released: EPS: CN¥0.57 (vs CN¥0.61 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.57. Revenue: CN¥252.5m (up 37% from 1Q 2022). Net income: CN¥36.9m (up 25% from 1Q 2022). Profit margin: 15% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥148, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 24x in the Pharmaceuticals industry in China.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥152, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 22x in the Pharmaceuticals industry in China.Reported Earnings • Jan 17Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: CN¥2.76 (up from CN¥2.04 in FY 2021). Revenue: CN¥833.8m (up 38% from FY 2021). Net income: CN¥145.8m (up 49% from FY 2021). Profit margin: 18% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Pharmaceuticals industry in China.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥97.08, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Pharmaceuticals industry in China.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.79 (vs CN¥0.63 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.79 (up from CN¥0.63 in 3Q 2021). Revenue: CN¥219.9m (up 22% from 3Q 2021). Net income: CN¥38.8m (up 26% from 3Q 2021). Profit margin: 18% (in line with 3Q 2021).이익 및 매출 성장 예측SHSE:688073 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20272,055314N/A147112/31/20261,672241N/A11313/31/20261,3511683661N/A12/31/20251,324152428N/A9/30/20251,2701533966N/A6/30/20251,197139-485N/A3/31/20251,13612230117N/A12/31/20241,10211770158N/A9/30/20241,0988056166N/A6/30/20241,101782278N/A3/31/20241,10299-4412N/A12/31/20231,092110-118-57N/A9/30/20231,050161-141-89N/A6/30/2023988171-65-23N/A3/31/20239091573573N/A12/31/2022834146-930N/A9/30/2022768129-38-21N/A6/30/2022707114-45-28N/A3/31/2022649101-141-115N/A12/31/202160698-94-65N/A12/31/202039159-344N/A12/31/2019249-1N/A3N/A12/31/2018163-19N/A-9N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688073 의 연간 예상 수익 증가율(34.4%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 688073 의 연간 수익(34.4%)이 CN 시장(27.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 688073 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 688073 의 수익(연간 23.7%)이 CN 시장(연간 16.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 688073 의 수익(연간 23.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688073의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 11:34종가2026/05/22 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 소스Bide Pharmatech Co., Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yuan Yuan SunIndustrial Securities Co. Ltd.Hanyang HuangIndustrial Securities Co. Ltd.
Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥1.60 to CN¥1.77. Revenue forecast steady at CN¥1.34b. Net income forecast to grow 31% next year vs 31% growth forecast for Pharmaceuticals industry in China. Consensus price target of CN¥83.00 unchanged from last update. Share price was steady at CN¥76.14 over the past week.
Price Target Changed • Feb 05Price target increased by 25% to CN¥50.00Up from CN¥40.00, the current price target is provided by 1 analyst. New target price is 12% above last closing price of CN¥44.51. Stock is up 21% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.21 last year.
Price Target Changed • Dec 04Price target increased by 25% to CN¥50.00Up from CN¥40.00, the current price target is provided by 1 analyst. New target price is 17% above last closing price of CN¥42.68. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.21 last year.
Reported Earnings • Apr 24Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: CN¥1.75 (up from CN¥1.32 in FY 2024). Revenue: CN¥1.32b (up 20% from FY 2024). Net income: CN¥151.7m (up 29% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Pharmaceuticals 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 16% per year.
공시 • Apr 23Bide Pharmatech Co., Ltd., Annual General Meeting, May 13, 2026Bide Pharmatech Co., Ltd., Annual General Meeting, May 13, 2026, at 09:30 China Standard Time. Location: 6F, Building 3, No. 999, Xiangyin Road, Yangpu District, Shanghai China
공시 • Mar 30Bide Pharmatech Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Bide Pharmatech Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
New Risk • Mar 24New 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 8.3% 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 Dividend is not well covered by cash flows (197% cash payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change).
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥48.50, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Pharmaceuticals industry in China. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.89 per share.
Reported Earnings • Mar 05Full year 2025 earnings released: EPS: CN¥1.75 (vs CN¥1.32 in FY 2024)Full year 2025 results: EPS: CN¥1.75 (up from CN¥1.32 in FY 2024). Revenue: CN¥1.32b (up 20% from FY 2024). Net income: CN¥152.2m (up 30% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Pharmaceuticals industry in China. Over the last 3 years on average, earnings per share has fallen by 11% 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 • Jan 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥59.86, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Pharmaceuticals industry in China. Total loss to shareholders of 31% over the past three years.
공시 • Dec 26Bide Pharmatech Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Bide Pharmatech Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥1.60 to CN¥1.77. Revenue forecast steady at CN¥1.34b. Net income forecast to grow 31% next year vs 31% growth forecast for Pharmaceuticals industry in China. Consensus price target of CN¥83.00 unchanged from last update. Share price was steady at CN¥76.14 over the past week.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.53 (vs CN¥0.36 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.53 (up from CN¥0.36 in 3Q 2024). Revenue: CN¥351.6m (up 26% from 3Q 2024). Net income: CN¥46.3m (up 45% from 3Q 2024). Profit margin: 13% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Pharmaceuticals 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 increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥76.99, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 22x in the Pharmaceuticals industry in China. Total returns to shareholders of 33% over the past three years.
공시 • Sep 30Bide Pharmatech Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Bide Pharmatech Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥74.73, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 23x in the Pharmaceuticals industry in China. Total returns to shareholders of 159% over the past year.
Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.51 (vs CN¥0.29 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.51 (up from CN¥0.29 in 2Q 2024). Revenue: CN¥331.2m (up 23% from 2Q 2024). Net income: CN¥42.7m (up 66% from 2Q 2024). Profit margin: 13% (up from 9.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.
공시 • Jun 30Bide Pharmatech Co., Ltd. to Report First Half, 2025 Results on Aug 22, 2025Bide Pharmatech Co., Ltd. announced that they will report first half, 2025 results on Aug 22, 2025
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥58.02, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 21x in the Pharmaceuticals industry in China. Total returns to shareholders of 100% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.75 per share.
Board Change • Jun 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. 3 experienced directors. No highly experienced directors. R&D Director and Supervisor Ronghao Li is the most experienced director on the board, commencing their role in 2020. 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 2025 earnings released: EPS: CN¥0.34 (vs CN¥0.29 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.34 (up from CN¥0.29 in 1Q 2024). Revenue: CN¥296.4m (up 13% from 1Q 2024). Net income: CN¥30.7m (up 18% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Pharmaceuticals industry in China.
공시 • Apr 24Bide Pharmatech Co., Ltd., Annual General Meeting, May 14, 2025Bide Pharmatech Co., Ltd., Annual General Meeting, May 14, 2025, at 14:30 China Standard Time. Location: 6F, Building 3, No. 999, Xiangyin Road, Yangpu District, Shanghai China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥37.81, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Pharmaceuticals industry in China. Total returns to shareholders of 14% over the past year.
공시 • Mar 28Bide Pharmatech Co., Ltd. to Report Q1, 2025 Results on Apr 24, 2025Bide Pharmatech Co., Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥59.26, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the Pharmaceuticals industry in China. Total returns to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥107 per share.
공시 • Feb 10Bide Pharmatech Co., Ltd. (SHSE:688073) announces an Equity Buyback for CNY 100 million worth of its shares.Bide Pharmatech Co., Ltd. (SHSE:688073) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be purchased at a price not exceeding CNY 72.30 per share. The purpose of the program is to improve the company's long-term incentive mechanism, fully mobilize the enthusiasm of the employees, and jointly promote the company's long-term development. The repurchased shares will be used for employee stock ownership plans or equity incentive plans, otherwise will be cancelled if the company fails to transfer them within the time limit stipulated by relevant laws and regulations. The program will be funded from company's own funds and special loans. The program will be valid for 6 months.
Price Target Changed • Feb 05Price target increased by 25% to CN¥50.00Up from CN¥40.00, the current price target is provided by 1 analyst. New target price is 12% above last closing price of CN¥44.51. Stock is up 21% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.21 last year.
Board Change • Feb 05Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). R&D Director and Supervisor Ronghao Li is the most experienced director on the board, commencing their role in 2020. Independent Director Hong Meng was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Jan 22Bide Pharmatech Co., Ltd. (SHSE:688073) agreed to acquire an unknown minority stake in Zhuhai Weibo Investment Co., Ltd. from Vivo (Suzhou) Health Industry Investment Fund (Limited Partnership) managed by Vivo Capital, LLC and Vivo Equity Investment Management (Shanghai) Co. Ltd.Bide Pharmatech Co., Ltd. (SHSE:688073) agreed to acquire an unknown minority stake in Zhuhai Weibo Investment Co., Ltd. from Vivo (Suzhou) Health Industry Investment Fund (Limited Partnership) managed by Vivo Capital, LLC and Vivo Equity Investment Management (Shanghai) Co. Ltd. on January 21, 2025. The consideration consists of common equity of Bide Pharmatech Co., Ltd. to be issued for common equity of Zhuhai Weibo Investment Co., Ltd. As part of consideration, an undisclosed value is paid towards common equity of Zhuhai Weibo Investment Co., Ltd.
공시 • Dec 27Bide Pharmatech Co., Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025Bide Pharmatech Co., Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025
New Risk • Dec 19New 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 11% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 141% Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (7.3% net profit margin).
Price Target Changed • Dec 04Price target increased by 25% to CN¥50.00Up from CN¥40.00, the current price target is provided by 1 analyst. New target price is 17% above last closing price of CN¥42.68. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.21 last year.
분석 기사 • Nov 18Bide Pharmatech Co., Ltd. (SHSE:688073) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableBide Pharmatech Co., Ltd. ( SHSE:688073 ) shares have continued their recent momentum with a 26% gain in the last month...
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥42.00, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the Pharmaceuticals industry in China. Total loss to shareholders of 35% over the past year.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: CN¥0.36 (vs CN¥0.33 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.36 (up from CN¥0.33 in 3Q 2023). Revenue: CN¥279.2m (down 1.1% from 3Q 2023). Net income: CN¥32.0m (up 8.2% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in China.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥33.16, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Pharmaceuticals industry in China. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥43.54 per share.
Buy Or Sell Opportunity • Oct 10Now 21% undervaluedOver the last 90 days, the stock has risen 11% to CN¥34.50. The fair value is estimated to be CN¥43.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has declined by 63%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.
공시 • Sep 30Bide Pharmatech Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Bide Pharmatech Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥37.43, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Pharmaceuticals industry in China. Total loss to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥43.54 per share.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.29 (vs CN¥0.51 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.29 (down from CN¥0.51 in 2Q 2023). Revenue: CN¥269.5m (flat on 2Q 2023). Net income: CN¥25.8m (down 45% from 2Q 2023). Profit margin: 9.6% (down from 17% in 2Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in China.
공시 • Jun 29Bide Pharmatech Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Bide Pharmatech Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
공시 • May 15Bide Pharmatech Co., Ltd., Annual General Meeting, Jun 03, 2024Bide Pharmatech Co., Ltd., Annual General Meeting, Jun 03, 2024, at 14:30 China Standard Time. Location: 6F, Building 3, No. 999, Xiangyin Road, Yangpu District, Shanghai China
분석 기사 • May 02There May Be Reason For Hope In Bide Pharmatech's (SHSE:688073) Disappointing EarningsBide Pharmatech Co., Ltd.'s ( SHSE:688073 ) stock was strong despite it releasing a soft earnings report last week. Our...
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.29 (vs CN¥0.41 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.29 (down from CN¥0.41 in 1Q 2023). Revenue: CN¥262.7m (up 4.0% from 1Q 2023). Net income: CN¥26.1m (down 29% from 1Q 2023). Profit margin: 9.9% (down from 15% in 1Q 2023). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.
공시 • Mar 29Bide Pharmatech Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Bide Pharmatech Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥36.16, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Pharmaceuticals industry in China. Total loss to shareholders of 60% over the past year.
Reported Earnings • Feb 03Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥1.24 (down from CN¥1.98 in FY 2022). Revenue: CN¥1.09b (up 31% from FY 2022). Net income: CN¥113.0m (down 23% from FY 2022). Profit margin: 10% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥40.47, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Pharmaceuticals industry in China. Total loss to shareholders of 55% over the past year.
공시 • Dec 30Bide Pharmatech Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Bide Pharmatech Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥72.00, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Pharmaceuticals industry in China.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥59.09, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Pharmaceuticals industry in China.
New Risk • Aug 31New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 38% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: CN¥0.51 (vs CN¥0.49 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.51 (up from CN¥0.49 in 2Q 2022). Revenue: CN¥270.2m (up 41% from 2Q 2022). Net income: CN¥46.9m (up 39% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥79.52, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Pharmaceuticals industry in China.
New Risk • Jul 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Dividend is not well covered by cash flows (287% cash payout ratio).
Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥78.30, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 21x in the Pharmaceuticals industry in China.
Reported Earnings • Apr 24First quarter 2023 earnings released: EPS: CN¥0.57 (vs CN¥0.61 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.57. Revenue: CN¥252.5m (up 37% from 1Q 2022). Net income: CN¥36.9m (up 25% from 1Q 2022). Profit margin: 15% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Pharmaceuticals industry in China.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥148, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 24x in the Pharmaceuticals industry in China.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥152, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 22x in the Pharmaceuticals industry in China.
Reported Earnings • Jan 17Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: CN¥2.76 (up from CN¥2.04 in FY 2021). Revenue: CN¥833.8m (up 38% from FY 2021). Net income: CN¥145.8m (up 49% from FY 2021). Profit margin: 18% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Pharmaceuticals industry in China.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥97.08, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Pharmaceuticals industry in China.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.79 (vs CN¥0.63 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.79 (up from CN¥0.63 in 3Q 2021). Revenue: CN¥219.9m (up 22% from 3Q 2021). Net income: CN¥38.8m (up 26% from 3Q 2021). Profit margin: 18% (in line with 3Q 2021).