공시 • Apr 30
Hangzhou Silan Microelectronics Co., Ltd., Annual General Meeting, May 26, 2026 Hangzhou Silan Microelectronics Co., Ltd., Annual General Meeting, May 26, 2026, at 13:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China Reported Earnings • Apr 25
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: CN¥0.24 (up from CN¥0.13 in FY 2024). Revenue: CN¥13.1b (up 16% from FY 2024). Net income: CN¥398.6m (up 81% from FY 2024). Profit margin: 3.1% (up from 2.0% in FY 2024). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. 공시 • Mar 30
Hangzhou Silan Microelectronics Co.,Ltd to Report Q1, 2026 Results on Apr 30, 2026 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q1, 2026 results on Apr 30, 2026 공시 • Dec 26
Hangzhou Silan Microelectronics Co.,Ltd to Report Fiscal Year 2025 Results on Apr 14, 2026 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report fiscal year 2025 results on Apr 14, 2026 Reported Earnings • Oct 31
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: EPS: CN¥0.051. Revenue: CN¥3.38b (up 17% from 3Q 2024). Net income: CN¥84.3m (up 57% from 3Q 2024). Profit margin: 2.5% (up from 1.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China. 공시 • Sep 30
Hangzhou Silan Microelectronics Co.,Ltd to Report Q3, 2025 Results on Oct 31, 2025 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025 Price Target Changed • Sep 06
Price target increased by 8.0% to CN¥25.70 Up from CN¥23.80, the current price target is an average from 9 analysts. New target price is 13% below last closing price of CN¥29.39. Stock is up 59% over the past year. The company is forecast to post earnings per share of CN¥0.39 for next year compared to CN¥0.13 last year. Reported Earnings • Aug 24
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2025 results: EPS: CN¥0.069 (up from CN¥0.012 loss in 2Q 2024). Revenue: CN¥3.34b (up 19% from 2Q 2024). Net income: CN¥116.2m (up CN¥125.9m from 2Q 2024). Profit margin: 3.5% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance. 공시 • Jun 30
Hangzhou Silan Microelectronics Co.,Ltd to Report First Half, 2025 Results on Aug 23, 2025 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report first half, 2025 results on Aug 23, 2025 공시 • Jun 24
Hangzhou Silan Microelectronics Co.,Ltd(SHSE:600460) dropped from Shanghai Stock Exchange 180 Value Index Hangzhou Silan Microelectronics Co., Ltd has been removed from Shanghai Stock Exchange 180 Value Index. 공시 • May 22
Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, Jun 12, 2025 Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, Jun 12, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China Major Estimate Revision • May 19
Consensus EPS estimates increase by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥13.2b to CN¥13.4b. EPS estimate increased from CN¥0.442 to CN¥0.495 per share. Net income forecast to grow 136% next year vs 62% growth forecast for Semiconductor industry in China. Consensus price target broadly unchanged at CN¥22.17. Share price fell 3.0% to CN¥24.52 over the past week. Major Estimate Revision • May 13
Consensus EPS estimates fall by 11%, revenue upgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥13.2b to CN¥13.4b. EPS estimate fell from CN¥0.519 to CN¥0.46 per share. Net income forecast to grow 121% next year vs 59% growth forecast for Semiconductor industry in China. Consensus price target broadly unchanged at CN¥22.17. Share price was steady at CN¥25.05 over the past week. Major Estimate Revision • Apr 25
Consensus EPS estimates increase by 18% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥0.441 to CN¥0.519. Revenue forecast steady at CN¥13.2b. Net income forecast to grow 280% next year vs 57% growth forecast for Semiconductor industry in China. Consensus price target broadly unchanged at CN¥22.51. Share price was steady at CN¥24.39 over the past week. 공시 • Mar 28
Hangzhou Silan Microelectronics Co.,Ltd to Report Q1, 2025 Results on Apr 30, 2025 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025 Major Estimate Revision • Jan 24
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥11.1b to CN¥11.0b. EPS estimate also fell from CN¥0.174 per share to CN¥0.15 per share. Net income forecast to grow 225% next year vs 60% growth forecast for Semiconductor industry in China. Consensus price target broadly unchanged at CN¥21.96. Share price was steady at CN¥25.85 over the past week. 공시 • Dec 27
Hangzhou Silan Microelectronics Co.,Ltd to Report Fiscal Year 2024 Results on Apr 19, 2025 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report fiscal year 2024 results on Apr 19, 2025 Reported Earnings • Oct 31
Third quarter 2024 earnings: EPS misses analyst expectations Third quarter 2024 results: EPS: CN¥0.054 (up from CN¥0.096 loss in 3Q 2023). Revenue: CN¥2.89b (up 19% from 3Q 2023). Net income: CN¥53.8m (up CN¥201.8m from 3Q 2023). Profit margin: 1.9% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 49%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance. Buy Or Sell Opportunity • Sep 30
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 36% to CN¥22.62. The fair value is estimated to be CN¥18.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making. 공시 • Sep 30
Hangzhou Silan Microelectronics Co.,Ltd to Report Q3, 2024 Results on Oct 31, 2024 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Aug 20
Second quarter 2024 earnings released: CN¥0.003 loss per share (vs CN¥0.18 loss in 2Q 2023) Second quarter 2024 results: CN¥0.003 loss per share (improved from CN¥0.18 loss in 2Q 2023). Revenue: CN¥2.81b (up 17% from 2Q 2023). Net loss: CN¥9.65m (loss narrowed 96% from 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings. New Risk • Aug 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% 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 Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding). Buy Or Sell Opportunity • Jul 22
Now 28% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to CN¥21.43. The fair value is estimated to be CN¥16.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company became loss making. Price Target Changed • Jun 29
Price target decreased by 7.6% to CN¥21.66 Down from CN¥23.42, the current price target is an average from 8 analysts. New target price is 24% above last closing price of CN¥17.51. Stock is down 42% over the past year. The company is forecast to post earnings per share of CN¥0.55 next year compared to a net loss per share of CN¥0.025 last year. 공시 • Jun 28
Hangzhou Silan Microelectronics Co.,Ltd to Report First Half, 2024 Results on Aug 20, 2024 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report first half, 2024 results on Aug 20, 2024 Reported Earnings • Apr 30
First quarter 2024 earnings released: CN¥0.009 loss per share (vs CN¥0.15 profit in 1Q 2023) First quarter 2024 results: CN¥0.009 loss per share (down from CN¥0.15 profit in 1Q 2023). Revenue: CN¥2.46b (up 19% from 1Q 2023). Net loss: CN¥15.3m (down 107% from profit in 1Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. 공시 • Apr 24
Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, May 17, 2024 Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, May 17, 2024, at 13:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China Price Target Changed • Apr 18
Price target decreased by 8.9% to CN¥22.53 Down from CN¥24.74, the current price target is an average from 10 analysts. New target price is 20% above last closing price of CN¥18.76. Stock is down 50% over the past year. The company is forecast to post earnings per share of CN¥0.56 next year compared to a net loss per share of CN¥0.025 last year. Price Target Changed • Apr 09
Price target decreased by 8.5% to CN¥23.75 Down from CN¥25.95, the current price target is an average from 10 analysts. New target price is 21% above last closing price of CN¥19.65. Stock is down 50% over the past year. The company is forecast to post earnings per share of CN¥0.67 next year compared to a net loss per share of CN¥0.02 last year. Reported Earnings • Apr 09
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: CN¥0.02 loss per share (down from CN¥0.74 profit in FY 2022). Revenue: CN¥9.34b (up 13% from FY 2022). Net loss: CN¥35.8m (down 103% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 61%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year. 공시 • Mar 29
Hangzhou Silan Microelectronics Co.,Ltd to Report Q1, 2024 Results on Apr 30, 2024 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024 Major Estimate Revision • Feb 07
Consensus EPS estimates upgraded to CN¥0.055 loss The consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -CN¥0.064 to -CN¥0.055 per share. Revenue forecast steady at CN¥9.41b. Semiconductor industry in China expected to see average net income growth of 56% next year. Consensus price target down from CN¥25.95 to CN¥24.63. Share price was steady at CN¥18.05 over the past week. 공시 • Dec 29
Hangzhou Silan Microelectronics Co.,Ltd to Report Fiscal Year 2023 Results on Apr 09, 2024 Hangzhou Silan Microelectronics Co.,Ltd announced that they will report fiscal year 2023 results on Apr 09, 2024 New Risk • Dec 11
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Shareholders have been diluted in the past year (18% increase in shares outstanding). Major Estimate Revision • Nov 02
Consensus EPS estimates have been downgraded. The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥9.59b to CN¥9.32b. Now expected to report a loss of CN¥0.066 per share instead of CN¥0.389 per share profit previously forecast. Semiconductor industry in China expected to see average net income growth of 76% next year. Consensus price target down from CN¥28.00 to CN¥26.50. Share price rose 2.9% to CN¥23.87 over the past week. Reported Earnings • Oct 27
Third quarter 2023 earnings: EPS and revenues miss analyst expectations Third quarter 2023 results: CN¥0.096 loss per share (down from CN¥0.13 profit in 3Q 2022). Revenue: CN¥2.42b (up 18% from 3Q 2022). Net loss: CN¥148.0m (down 185% from profit in 3Q 2022). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 24
Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2023 results: CN¥0.18 loss per share (down from CN¥0.23 profit in 2Q 2022). Revenue: CN¥2.41b (up 10% from 2Q 2022). Net loss: CN¥254.8m (down 177% from profit in 2Q 2022). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Price Target Changed • Aug 23
Price target decreased by 17% to CN¥29.84 Down from CN¥35.74, the current price target is an average from 10 analysts. New target price is 24% above last closing price of CN¥24.10. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥0.24 for next year compared to CN¥0.74 last year. Major Estimate Revision • Aug 22
Consensus EPS estimates fall by 71% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥9.91b to CN¥9.38b. EPS estimate also fell from CN¥0.744 per share to CN¥0.213 per share. Net income forecast to grow 112% next year vs 68% growth forecast for Semiconductor industry in China. Consensus price target down from CN¥35.74 to CN¥33.99. Share price fell 7.9% to CN¥24.93 over the past week. New Risk • Aug 20
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 4.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (4.3% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.8% net profit margin). Price Target Changed • May 03
Price target decreased by 7.1% to CN¥35.86 Down from CN¥38.59, the current price target is an average from 9 analysts. New target price is 9.0% above last closing price of CN¥32.90. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥0.72 for next year compared to CN¥0.74 last year. Major Estimate Revision • Apr 06
Consensus EPS estimates fall by 16% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥11.1b to CN¥10.4b. EPS estimate also fell from CN¥1.01 per share to CN¥0.847 per share. Net income forecast to grow 14% next year vs 50% growth forecast for Semiconductor industry in China. Consensus price target broadly unchanged at CN¥38.40. Share price rose 14% to CN¥41.19 over the past week. Reported Earnings • Apr 01
Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2022 results: EPS: CN¥0.74 (down from CN¥1.13 in FY 2021). Revenue: CN¥8.28b (up 15% from FY 2021). Net income: CN¥1.05b (down 31% from FY 2021). Profit margin: 13% (down from 21% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) exceeded analyst estimates by 1.3%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Nov 23
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be CN¥45.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 107%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings is also forecast to grow by 25% per annum over the same time period. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. 3 independent directors (7 non-independent directors). Chairman of the Supervisory Board Wei Quan Song was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Major Estimate Revision • Nov 04
Consensus EPS estimates fall by 24% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥9.57b to CN¥8.69b. EPS estimate also fell from CN¥0.96 per share to CN¥0.73 per share. Net income forecast to shrink 6.7% next year vs 52% growth forecast for Semiconductor industry in China . Consensus price target down from CN¥47.78 to CN¥39.22. Share price rose 11% to CN¥34.38 over the past week. Price Target Changed • Nov 02
Price target decreased to CN¥39.22 Down from CN¥47.78, the current price target is an average from 8 analysts. New target price is 23% above last closing price of CN¥32.00. Stock is down 48% over the past year. The company is forecast to post earnings per share of CN¥0.85 for next year compared to CN¥1.13 last year. Reported Earnings • Oct 30
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.22 in 3Q 2021). Revenue: CN¥2.06b (up 7.6% from 3Q 2021). Net income: CN¥175.0m (down 41% from 3Q 2021). Profit margin: 8.5% (down from 16% in 3Q 2021). Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Price Target Changed • Sep 29
Price target decreased to CN¥52.76 Down from CN¥56.76, the current price target is an average from 12 analysts. New target price is 61% above last closing price of CN¥32.73. Stock is down 43% over the past year. The company is forecast to post earnings per share of CN¥0.97 for next year compared to CN¥1.13 last year. Price Target Changed • Aug 29
Price target decreased to CN¥56.76 Down from CN¥61.15, the current price target is an average from 11 analysts. New target price is 40% above last closing price of CN¥40.57. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥0.97 for next year compared to CN¥1.13 last year. Reported Earnings • Aug 24
Second quarter 2022 earnings: EPS and revenues miss analyst expectations Second quarter 2022 results: EPS: CN¥0.23 (up from CN¥0.20 in 2Q 2021). Revenue: CN¥2.18b (up 19% from 2Q 2021). Net income: CN¥330.9m (up 29% from 2Q 2021). Profit margin: 15% (up from 14% in 2Q 2021). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Over the next year, revenue is forecast to grow 38%, compared to a 49% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 02
First quarter 2022 earnings: EPS misses analyst expectations First quarter 2022 results: EPS: CN¥0.19 (up from CN¥0.13 in 1Q 2021). Revenue: CN¥2.00b (up 36% from 1Q 2021). Net income: CN¥268.4m (up 55% from 1Q 2021). Profit margin: 13% (up from 12% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Over the next year, revenue is forecast to grow 37%, compared to a 44% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 12 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Xiao Gang Jin was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Price Target Changed • Apr 06
Price target decreased to CN¥69.81 Down from CN¥75.18, the current price target is an average from 8 analysts. New target price is 57% above last closing price of CN¥44.50. Stock is up 50% over the past year. The company is forecast to post earnings per share of CN¥1.13 for next year compared to CN¥1.13 last year. Reported Earnings • Mar 30
Full year 2021 earnings: EPS exceeds analyst expectations Full year 2021 results: EPS: CN¥1.13 (up from CN¥0.05 in FY 2020). Revenue: CN¥7.19b (up 68% from FY 2020). Net income: CN¥1.52b (up CN¥1.45b from FY 2020). Profit margin: 21% (up from 1.6% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 39%, compared to a 46% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • Mar 11
Consensus forecasts updated The consensus outlook for 2021 has been updated. 2021 EPS estimate increased from CN¥0.81 to CN¥0.93. Revenue forecast unchanged at CN¥7.27b. Net income forecast to grow 107% next year vs 51% growth forecast for Semiconductor industry in China. Consensus price target of CN¥73.83 unchanged from last update. Share price rose 3.7% to CN¥58.00 over the past week. Price Target Changed • Jan 12
Price target decreased to CN¥79.00 Down from CN¥89.67, the current price target is an average from 4 analysts. New target price is 59% above last closing price of CN¥49.55. Stock is up 91% over the past year. The company is forecast to post earnings per share of CN¥0.74 for next year compared to CN¥0.052 last year. Price Target Changed • Nov 01
Price target decreased to CN¥83.67 Down from CN¥90.50, the current price target is an average from 3 analysts. New target price is 43% above last closing price of CN¥58.58. Stock is up 276% over the past year. The company is forecast to post earnings per share of CN¥0.71 for next year compared to CN¥0.052 last year. Reported Earnings • Nov 01
Third quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.01 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.91b (up 52% from 3Q 2020). Net income: CN¥296.8m (up CN¥283.1m from 3Q 2020). Profit margin: 16% (up from 1.1% 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 59% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 18
Second quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.018 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.83b (up 81% from 2Q 2020). Net income: CN¥257.1m (up CN¥228.7m from 2Q 2020). Profit margin: 14% (up from 2.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Aug 18
Price target increased to CN¥99.00 Up from CN¥90.50, the current price target is an average from 2 analysts. New target price is 74% above last closing price of CN¥57.01. Stock is up 227% over the past year. Reported Earnings • Apr 29
First quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.002 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.48b (up 114% from 1Q 2020). Net income: CN¥173.7m (up CN¥171.5m from 1Q 2020). Profit margin: 12% (up from 0.3% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings. Reported Earnings • Mar 14
Full year 2020 earnings released: EPS CN¥0.052 (vs CN¥0.01 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.28b (up 38% from FY 2019). Net income: CN¥67.6m (up 365% from FY 2019). Profit margin: 1.6% (up from 0.5% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Mar 14
Revenue beats expectations, earnings disappoint Revenue exceeded analyst estimates by 0.7%. Earnings per share (EPS) missed analyst estimates by 38%. Over the next year, revenue is forecast to grow 25%, compared to a 47% growth forecast for the Semiconductor industry in China. 공시 • Mar 04
Hangzhou Silan Microelectronics Co., Ltd to Report Fiscal Year 2020 Results on Mar 26, 2021 Hangzhou Silan Microelectronics Co., Ltd announced that they will report fiscal year 2020 results on Mar 26, 2021 Is New 90 Day High Low • Mar 01
New 90-day high: CN¥29.70 The company is up 83% from its price of CN¥16.20 on 01 December 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 4.0% over the same period. Is New 90 Day High Low • Jan 07
New 90-day high: CN¥29.08 The company is up 74% from its price of CN¥16.68 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 19% over the same period. Is New 90 Day High Low • Dec 21
New 90-day high: CN¥21.62 The company is up 24% from its price of CN¥17.45 on 22 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 7.0% over the same period. Major Estimate Revision • Dec 05
Analysts increase revenue estimates to CN¥4.25b The 2020 consensus revenue estimate increased from CN¥3.55b. Earning per share (EPS) estimate also increased from CN¥0.04 to CN¥0.08 for the same period. Net income is expected to grow by 3,217% next year compared to 51% growth forecast for the Semiconductor industry in China. The consensus price target increased from CN¥21.50 to CN¥24.30. Share price is up 26% to CN¥20.41 over the past week. Is New 90 Day High Low • Dec 03
New 90-day high: CN¥18.55 The company is up 7.0% from its price of CN¥17.29 on 04 September 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 5.0% over the same period. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥8.32m, down 88% from the prior year. Total revenue was CN¥3.85b over the last 12 months, up 27% from the prior year. 공시 • Oct 27
Hangzhou Silan Microelectronics Co., Ltd to Report Q3, 2020 Results on Oct 30, 2020 Hangzhou Silan Microelectronics Co., Ltd announced that they will report Q3, 2020 results on Oct 30, 2020 Is New 90 Day High Low • Oct 06
New 90-day low: CN¥16.11 The company is down 2.0% from its price of CN¥16.50 on 08 July 2020. The Chinese market is also down 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Semiconductor industry, which is down 9.0% over the same period. 공시 • Jul 18
Hangzhou Silan Microelectronics Co., Ltd announced a financing transaction Hangzhou Silan Microelectronics Co., Ltd. (SHSE:600460) announced private placement of common shares on July 13, 2020. 공시 • Jul 17
Hangzhou Silan Microelectronics Co., Ltd (SHSE:600460) signed Acquisition of Assets through the Issuance of Shares Letter of Intent to acquire 19.51% stake in Hangzhou Jihua Investment Co., Ltd. and 20.38% stake in Hangzhou Silan Jixin Microelectronics Co., Ltd. from China Integrated Circuit Industry Investment Fund Co., Ltd. managed by Huaxin Investment Management Co., Ltd. Hangzhou Silan Microelectronics Co., Ltd (SHSE:600460) signed Acquisition of Assets through the Issuance of Shares Letter of Intent to acquire 19.51% stake in Hangzhou Jihua Investment Co., Ltd. and 20.38% stake in Hangzhou Silan Jixin Microelectronics Co., Ltd. from China Integrated Circuit Industry Investment Fund Co., Ltd. managed by Huaxin Investment Management Co., Ltd. on July 10, 2020. As per terms of transaction, consideration will be in the form of shares. 공시 • Jul 06
Hangzhou Silan Microelectronics Co., Ltd to Report First Half, 2020 Results on Aug 15, 2020 Hangzhou Silan Microelectronics Co., Ltd announced that they will report first half, 2020 results on Aug 15, 2020