공시 • Jun 30
Guobo Electronics Co., Ltd. to Report First Half, 2026 Results on Aug 20, 2026 Guobo Electronics Co., Ltd. announced that they will report first half, 2026 results on Aug 20, 2026 Declared Dividend • Jun 20
Dividend of CN¥0.43 announced Shareholders will receive a dividend of CN¥0.43. Ex-date: 26th June 2026 Payment date: 26th June 2026 Dividend yield will be 0.4%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 105% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Ying Cheng was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 공시 • Apr 30
Guobo Electronics Co., Ltd., Annual General Meeting, May 21, 2026 Guobo Electronics Co., Ltd., Annual General Meeting, May 21, 2026, at 14:00 China Standard Time. Location: No. 155, Zhengfang Middle Road, Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu China 공시 • Mar 30
Guobo Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Guobo Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 공시 • Dec 26
Guobo Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2026 Guobo Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2026 공시 • Sep 30
Guobo Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025 Guobo Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025 공시 • Jun 30
Guobo Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025 Guobo Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025 공시 • Apr 11
Guobo Electronics Co., Ltd., Annual General Meeting, May 08, 2025 Guobo Electronics Co., Ltd., Annual General Meeting, May 08, 2025, at 14:00 China Standard Time. Location: No. 155, Zhengfang Middle Road, Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu China 공시 • Mar 28
Guobo Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Guobo Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 공시 • Dec 27
Guobo Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 11, 2025 Guobo Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 11, 2025 Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.24 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.24 in 3Q 2023). Revenue: CN¥511.0m (down 44% from 3Q 2023). Net income: CN¥61.9m (down 56% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Valuation Update With 7 Day Price Move • Oct 24
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥56.83, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 36x in the Semiconductor industry in China. Total returns to shareholders of 9.2% over the past year. New Risk • Sep 30
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 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. 공시 • Sep 30
Guobo Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 Guobo Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Valuation Update With 7 Day Price Move • Sep 27
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥40.00, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 27x in the Semiconductor industry in China. Total loss to shareholders of 29% over the past year. New Risk • Sep 06
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 23% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Reported Earnings • Aug 26
Second quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.32 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.21 (down from CN¥0.32 in 2Q 2023). Revenue: CN¥609.4m (down 50% from 2Q 2023). Net income: CN¥123.8m (down 36% from 2Q 2023). Profit margin: 20% (up from 16% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China. 공시 • Jun 29
Guobo Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024 Guobo Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024 Reported Earnings • May 01
First quarter 2024 earnings released: EPS: CN¥0.30 (vs CN¥0.29 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.30 (up from CN¥0.29 in 1Q 2023). Revenue: CN¥693.2m (flat on 1Q 2023). Net income: CN¥120.8m (up 4.2% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China. 공시 • May 01
Guobo Electronics Co., Ltd., Annual General Meeting, May 22, 2024 Guobo Electronics Co., Ltd., Annual General Meeting, May 22, 2024, at 14:00 China Standard Time. Location: No. 155, Zhengfang Middle Road, Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu China 공시 • Mar 30
Guobo Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Guobo Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥53.28, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Semiconductor industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥100 per share. Buying Opportunity • Dec 05
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 7.1%. The fair value is estimated to be CN¥103, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 67% in 2 years. Earnings is forecast to grow by 76% in the next 2 years. Board Change • Aug 17
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Qi Han is the most experienced director on the board, commencing their role in 2020. Independent Director Ying Cheng 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. Lack of board continuity. Lack of experienced directors.