View ValuationDelton Technology (Guangzhou) 향후 성장Future 기준 점검 6/6Delton Technology (Guangzhou) (는) 각각 연간 32.7% 및 29.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 35.4% 로 예상됩니다.핵심 정보32.7%이익 성장률31.87%EPS 성장률Electronic 이익 성장32.5%매출 성장률29.6%향후 자기자본이익률35.35%애널리스트 커버리지Good마지막 업데이트17 Jul 2026최근 향후 성장 업데이트Major Estimate Revision • Jun 26Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥9.54b to CN¥9.74b. EPS estimate increased from CN¥3.94 to CN¥4.57 per share. Net income forecast to grow 103% next year vs 51% growth forecast for Electronic industry in China. Consensus price target up from CN¥218 to CN¥248. Share price rose 9.6% to CN¥221 over the past week.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥167, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 156% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥272 per share.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥184, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 41x in the Electronic industry in China. Total returns to shareholders of 183% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥269 per share.Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 68% to CN¥197. The fair value is estimated to be CN¥264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 29% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.공고 • Jun 30Delton Technology (Guangzhou) Inc. to Report First Half, 2026 Results on Aug 08, 2026Delton Technology (Guangzhou) Inc. announced that they will report first half, 2026 results on Aug 08, 2026Major Estimate Revision • Jun 26Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥9.54b to CN¥9.74b. EPS estimate increased from CN¥3.94 to CN¥4.57 per share. Net income forecast to grow 103% next year vs 51% growth forecast for Electronic industry in China. Consensus price target up from CN¥218 to CN¥248. Share price rose 9.6% to CN¥221 over the past week.Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 57% to CN¥174. The fair value is estimated to be CN¥218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.공고 • May 27Delton Technology (Guangzhou) Inc., Annual General Meeting, Jun 18, 2026Delton Technology (Guangzhou) Inc., Annual General Meeting, Jun 18, 2026, at 15:00 China Standard Time. Location: No. 22, Baoying South Road, Guangzhou Free Trade Zone, Guangdong ChinaValuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥190, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 284% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥220 per share.Buy Or Sell Opportunity • May 08Now 22% undervaluedOver the last 90 days, the stock has risen 74% to CN¥173. The fair value is estimated to be CN¥221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: CN¥0.93 (up from CN¥0.56 in 1Q 2025). Revenue: CN¥1.91b (up 71% from 1Q 2025). Net income: CN¥392.6m (up 63% from 1Q 2025). Profit margin: 21% (down from 22% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥133, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 187% over the past year.New Risk • Apr 08New 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 10% 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 (10% average weekly change). High level of non-cash earnings (40% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.공고 • Mar 31Delton Technology (Guangzhou) Inc. to Report Q1, 2026 Results on Apr 30, 2026Delton Technology (Guangzhou) Inc. announced that they will report Q1, 2026 results on Apr 30, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥99.03, the stock trades at a trailing P/E ratio of 46.1x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 86% over the past year.공고 • Mar 20Delton Technology (Guangzhou) Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.30648 billion.Delton Technology (Guangzhou) Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.30648 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 4,600,000 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,725,500 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,674,500 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Transaction Features: New Market Listing; Regulation S; Sponsor Backed Offering공고 • Mar 12Delton Technology (Guangzhou) Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.30648 billion.Delton Technology (Guangzhou) Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.30648 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 4,600,000 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,725,200 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,674,800 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Transaction Features: New Market Listing; Regulation S; Sponsor Backed OfferingNew Risk • Mar 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.7% 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 High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change).Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥118, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 91% over the past year.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥95.51, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 57% over the past year.공고 • Dec 31Delton Technology (Guangzhou) Inc. to Report Fiscal Year 2025 Results on Mar 28, 2026Delton Technology (Guangzhou) Inc. announced that they will report fiscal year 2025 results on Mar 28, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.54 (vs CN¥0.41 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.54 (up from CN¥0.41 in 3Q 2024). Revenue: CN¥1.41b (up 45% from 3Q 2024). Net income: CN¥232.2m (up 34% from 3Q 2024). Profit margin: 17% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥81.79, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 74% over the past year.공고 • Sep 30Delton Technology (Guangzhou) Inc. to Report Q3, 2025 Results on Oct 28, 2025Delton Technology (Guangzhou) Inc. announced that they will report Q3, 2025 results on Oct 28, 2025Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥76.20, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 123% over the past year.Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: CN¥0.60 (vs CN¥0.41 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.60 (up from CN¥0.41 in 2Q 2024). Revenue: CN¥1.31b (up 42% from 2Q 2024). Net income: CN¥251.2m (up 44% from 2Q 2024). Profit margin: 19% (in line with 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.New Risk • Jul 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% 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: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥66.18, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 44% over the past year.공고 • Jul 02Delton Technology (Guangzhou) Inc. to Report First Half, 2025 Results on Aug 28, 2025Delton Technology (Guangzhou) Inc. announced that they will report first half, 2025 results on Aug 28, 2025Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥58.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 34% over the past year.공고 • May 27Delton Technology (Guangzhou) Inc. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2024, Payable on 30 May 2025Delton Technology (Guangzhou) Inc. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 4.8 for the year 2024, payable on 30 May 2025. Record date is 29 May 2025. Ex-date is 30 May 2025.Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: CN¥0.56 (vs CN¥0.38 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.56 (up from CN¥0.38 in 1Q 2024). Revenue: CN¥1.12b (up 42% from 1Q 2024). Net income: CN¥240.4m (up 66% from 1Q 2024). Profit margin: 22% (up from 19% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China.공고 • Apr 23Delton Technology (Guangzhou) Inc. Approves Cash Dividend for 2024Delton Technology (Guangzhou) Inc. at its Annual General Meeting held on 21 April 2025 approved cash dividend of CNY 4.80000000 per 10 shares (tax included) for 2024.New Risk • Apr 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.1% average weekly change).공고 • Apr 02Delton Technology (Guangzhou) Inc. Announces Profit Final Distribution for Year 2024Delton Technology (Guangzhou) Inc. announced on 01 April 2025 the profit distribution proposal for 2024 as follows: final Cash dividend/10 shares (tax included): CNY 4.80000000.공고 • Apr 01Delton Technology (Guangzhou) Inc., Annual General Meeting, Apr 21, 2025Delton Technology (Guangzhou) Inc., Annual General Meeting, Apr 21, 2025, at 15:00 China Standard Time. Location: No. 22, Baoying South Road, Guangzhou Free Trade Zone, Guangdong China공고 • Mar 31Delton Technology (Guangzhou) Inc. to Report Q1, 2025 Results on Apr 30, 2025Delton Technology (Guangzhou) Inc. announced that they will report Q1, 2025 results on Apr 30, 2025New Risk • Feb 05New 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 8.7% 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 Risks Latest financial reports are more than 1 year old (reported December 2021 fiscal period end). High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change).공고 • Dec 31Delton Technology (Guangzhou) Inc. to Report Fiscal Year 2024 Results on Apr 01, 2025Delton Technology (Guangzhou) Inc. announced that they will report fiscal year 2024 results on Apr 01, 2025공고 • Sep 30Delton Technology (Guangzhou) Inc. to Report Q3, 2024 Results on Oct 30, 2024Delton Technology (Guangzhou) Inc. announced that they will report Q3, 2024 results on Oct 30, 2024공고 • Jun 29Delton Technology (Guangzhou) Inc. to Report First Half, 2024 Results on Aug 17, 2024Delton Technology (Guangzhou) Inc. announced that they will report first half, 2024 results on Aug 17, 2024공고 • Jun 26Delton Technology (Guangzhou) Inc. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2023, Payable on 01 July 2024Delton Technology (Guangzhou) Inc. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.50000000 for the year 2023, payable on 01 July 2024. Record date is 28 June 2024. Ex-date is 01 July 2024.공고 • Apr 30Delton Technology (Guangzhou) Inc., Annual General Meeting, May 20, 2024Delton Technology (Guangzhou) Inc., Annual General Meeting, May 20, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China이익 및 매출 성장 예측SZSE:001389 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202820,6934,7172,9274,347612/31/202714,3603,1674843,016612/31/20269,6602,108-1,0072,46643/31/20266,2821,168-6781,141N/A12/31/20255,4851,016-2781,032N/A9/30/20254,889907-71936N/A6/30/20254,453848-57979N/A3/31/20254,067771-175811N/A12/31/20243,734676-31796N/A9/30/20243,398617176818N/A6/30/20243,212576138657N/A3/31/20242,938498266684N/A12/31/20232,678415123528N/A12/31/20212,076101-269219N/A12/31/20201,607156-111334N/A12/31/20191,334105N/A256N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 001389 의 연간 예상 수익 증가율(32.7%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 001389 의 연간 수익(32.7%)이 CN 시장(25.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 001389 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 001389 의 수익(연간 29.6%)이 CN 시장(연간 15.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 001389 의 수익(연간 29.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 001389의 자본 수익률은 3년 후 35.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/03 16:33종가2026/08/03 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Delton Technology (Guangzhou) Inc.는 6명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Xuwen HuangCitigroup IncVincent LeiCLSAJiaying ZongEast Asia Qianhai Securities Co., Ltd3명의 분석가 더 보기
Major Estimate Revision • Jun 26Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥9.54b to CN¥9.74b. EPS estimate increased from CN¥3.94 to CN¥4.57 per share. Net income forecast to grow 103% next year vs 51% growth forecast for Electronic industry in China. Consensus price target up from CN¥218 to CN¥248. Share price rose 9.6% to CN¥221 over the past week.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥167, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 156% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥272 per share.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥184, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 41x in the Electronic industry in China. Total returns to shareholders of 183% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥269 per share.
Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 68% to CN¥197. The fair value is estimated to be CN¥264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 29% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
공고 • Jun 30Delton Technology (Guangzhou) Inc. to Report First Half, 2026 Results on Aug 08, 2026Delton Technology (Guangzhou) Inc. announced that they will report first half, 2026 results on Aug 08, 2026
Major Estimate Revision • Jun 26Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥9.54b to CN¥9.74b. EPS estimate increased from CN¥3.94 to CN¥4.57 per share. Net income forecast to grow 103% next year vs 51% growth forecast for Electronic industry in China. Consensus price target up from CN¥218 to CN¥248. Share price rose 9.6% to CN¥221 over the past week.
Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 57% to CN¥174. The fair value is estimated to be CN¥218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
공고 • May 27Delton Technology (Guangzhou) Inc., Annual General Meeting, Jun 18, 2026Delton Technology (Guangzhou) Inc., Annual General Meeting, Jun 18, 2026, at 15:00 China Standard Time. Location: No. 22, Baoying South Road, Guangzhou Free Trade Zone, Guangdong China
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥190, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 284% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥220 per share.
Buy Or Sell Opportunity • May 08Now 22% undervaluedOver the last 90 days, the stock has risen 74% to CN¥173. The fair value is estimated to be CN¥221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last year. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 30% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: CN¥0.93 (up from CN¥0.56 in 1Q 2025). Revenue: CN¥1.91b (up 71% from 1Q 2025). Net income: CN¥392.6m (up 63% from 1Q 2025). Profit margin: 21% (down from 22% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥133, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 187% over the past year.
New Risk • Apr 08New 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 10% 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 (10% average weekly change). High level of non-cash earnings (40% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
공고 • Mar 31Delton Technology (Guangzhou) Inc. to Report Q1, 2026 Results on Apr 30, 2026Delton Technology (Guangzhou) Inc. announced that they will report Q1, 2026 results on Apr 30, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥99.03, the stock trades at a trailing P/E ratio of 46.1x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 86% over the past year.
공고 • Mar 20Delton Technology (Guangzhou) Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.30648 billion.Delton Technology (Guangzhou) Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.30648 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 4,600,000 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,725,500 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,674,500 Price\Range: HKD 71.88 Discount Per Security: HKD 1.4376 Transaction Features: New Market Listing; Regulation S; Sponsor Backed Offering
공고 • Mar 12Delton Technology (Guangzhou) Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.30648 billion.Delton Technology (Guangzhou) Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.30648 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 4,600,000 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,725,200 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Security Name: H Shares Security Type: Common Stock Securities Offered: 20,674,800 Price(maximum): HKD 71.88 Discount Per Security: HKD 1.4376 Transaction Features: New Market Listing; Regulation S; Sponsor Backed Offering
New Risk • Mar 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.7% 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 High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change).
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥118, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 91% over the past year.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥95.51, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 57% over the past year.
공고 • Dec 31Delton Technology (Guangzhou) Inc. to Report Fiscal Year 2025 Results on Mar 28, 2026Delton Technology (Guangzhou) Inc. announced that they will report fiscal year 2025 results on Mar 28, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.54 (vs CN¥0.41 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.54 (up from CN¥0.41 in 3Q 2024). Revenue: CN¥1.41b (up 45% from 3Q 2024). Net income: CN¥232.2m (up 34% from 3Q 2024). Profit margin: 17% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥81.79, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 74% over the past year.
공고 • Sep 30Delton Technology (Guangzhou) Inc. to Report Q3, 2025 Results on Oct 28, 2025Delton Technology (Guangzhou) Inc. announced that they will report Q3, 2025 results on Oct 28, 2025
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥76.20, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 123% over the past year.
Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: CN¥0.60 (vs CN¥0.41 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.60 (up from CN¥0.41 in 2Q 2024). Revenue: CN¥1.31b (up 42% from 2Q 2024). Net income: CN¥251.2m (up 44% from 2Q 2024). Profit margin: 19% (in line with 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
New Risk • Jul 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% 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: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change).
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥66.18, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 44% over the past year.
공고 • Jul 02Delton Technology (Guangzhou) Inc. to Report First Half, 2025 Results on Aug 28, 2025Delton Technology (Guangzhou) Inc. announced that they will report first half, 2025 results on Aug 28, 2025
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥58.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 34% over the past year.
공고 • May 27Delton Technology (Guangzhou) Inc. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2024, Payable on 30 May 2025Delton Technology (Guangzhou) Inc. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 4.8 for the year 2024, payable on 30 May 2025. Record date is 29 May 2025. Ex-date is 30 May 2025.
Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: CN¥0.56 (vs CN¥0.38 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.56 (up from CN¥0.38 in 1Q 2024). Revenue: CN¥1.12b (up 42% from 1Q 2024). Net income: CN¥240.4m (up 66% from 1Q 2024). Profit margin: 22% (up from 19% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China.
공고 • Apr 23Delton Technology (Guangzhou) Inc. Approves Cash Dividend for 2024Delton Technology (Guangzhou) Inc. at its Annual General Meeting held on 21 April 2025 approved cash dividend of CNY 4.80000000 per 10 shares (tax included) for 2024.
New Risk • Apr 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.1% average weekly change).
공고 • Apr 02Delton Technology (Guangzhou) Inc. Announces Profit Final Distribution for Year 2024Delton Technology (Guangzhou) Inc. announced on 01 April 2025 the profit distribution proposal for 2024 as follows: final Cash dividend/10 shares (tax included): CNY 4.80000000.
공고 • Apr 01Delton Technology (Guangzhou) Inc., Annual General Meeting, Apr 21, 2025Delton Technology (Guangzhou) Inc., Annual General Meeting, Apr 21, 2025, at 15:00 China Standard Time. Location: No. 22, Baoying South Road, Guangzhou Free Trade Zone, Guangdong China
공고 • Mar 31Delton Technology (Guangzhou) Inc. to Report Q1, 2025 Results on Apr 30, 2025Delton Technology (Guangzhou) Inc. announced that they will report Q1, 2025 results on Apr 30, 2025
New Risk • Feb 05New 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 8.7% 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 Risks Latest financial reports are more than 1 year old (reported December 2021 fiscal period end). High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change).
공고 • Dec 31Delton Technology (Guangzhou) Inc. to Report Fiscal Year 2024 Results on Apr 01, 2025Delton Technology (Guangzhou) Inc. announced that they will report fiscal year 2024 results on Apr 01, 2025
공고 • Sep 30Delton Technology (Guangzhou) Inc. to Report Q3, 2024 Results on Oct 30, 2024Delton Technology (Guangzhou) Inc. announced that they will report Q3, 2024 results on Oct 30, 2024
공고 • Jun 29Delton Technology (Guangzhou) Inc. to Report First Half, 2024 Results on Aug 17, 2024Delton Technology (Guangzhou) Inc. announced that they will report first half, 2024 results on Aug 17, 2024
공고 • Jun 26Delton Technology (Guangzhou) Inc. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2023, Payable on 01 July 2024Delton Technology (Guangzhou) Inc. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.50000000 for the year 2023, payable on 01 July 2024. Record date is 28 June 2024. Ex-date is 01 July 2024.
공고 • Apr 30Delton Technology (Guangzhou) Inc., Annual General Meeting, May 20, 2024Delton Technology (Guangzhou) Inc., Annual General Meeting, May 20, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China