View ValuationShennan Circuits 향후 성장Future 기준 점검 6/6Shennan Circuits (는) 각각 연간 32% 및 21.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 27% 로 예상됩니다.핵심 정보32.0%이익 성장률31.75%EPS 성장률Electronic 이익 성장32.7%매출 성장률21.4%향후 자기자본이익률26.98%애널리스트 커버리지Good마지막 업데이트06 May 2026최근 향후 성장 업데이트Price Target Changed • Apr 25Price target increased by 7.3% to CN¥306Up from CN¥285, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥301. Stock is up 258% over the past year. The company is forecast to post earnings per share of CN¥7.64 for next year compared to CN¥4.91 last year.Price Target Changed • Mar 16Price target increased by 9.6% to CN¥285Up from CN¥260, the current price target is an average from 9 analysts. New target price is 14% above last closing price of CN¥250. Stock is up 135% over the past year. The company is forecast to post earnings per share of CN¥7.26 for next year compared to CN¥4.91 last year.Major Estimate Revision • Mar 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥28.9b to CN¥29.9b. EPS estimate increased from CN¥6.61 to CN¥7.56 per share. Net income forecast to grow 70% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥267. Share price fell 5.1% to CN¥250 over the past week.Price Target Changed • Feb 14Price target increased by 8.5% to CN¥256Up from CN¥236, the current price target is an average from 9 analysts. New target price is 9.0% above last closing price of CN¥235. Stock is up 124% over the past year. The company is forecast to post earnings per share of CN¥4.96 for next year compared to CN¥2.82 last year.Price Target Changed • Dec 02Price target increased by 9.1% to CN¥234Up from CN¥215, the current price target is an average from 10 analysts. New target price is 19% above last closing price of CN¥198. Stock is up 159% over the past year. The company is forecast to post earnings per share of CN¥5.11 for next year compared to CN¥2.82 last year.Price Target Changed • Oct 31Price target increased by 14% to CN¥187Up from CN¥163, the current price target is an average from 11 analysts. New target price is 13% below last closing price of CN¥214. Stock is up 175% over the past year. The company is forecast to post earnings per share of CN¥5.27 for next year compared to CN¥2.82 last year.모든 업데이트 보기Recent updatesPrice Target Changed • Apr 25Price target increased by 7.3% to CN¥306Up from CN¥285, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥301. Stock is up 258% over the past year. The company is forecast to post earnings per share of CN¥7.64 for next year compared to CN¥4.91 last year.Reported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: CN¥1.28 (up from CN¥0.74 in 1Q 2025). Revenue: CN¥6.60b (up 38% from 1Q 2025). Net income: CN¥850.2m (up 73% from 1Q 2025). Profit margin: 13% (up from 10% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥262, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 297% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥317 per share.공시 • Mar 31Shennan Circuits Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shennan Circuits Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026Price Target Changed • Mar 16Price target increased by 9.6% to CN¥285Up from CN¥260, the current price target is an average from 9 analysts. New target price is 14% above last closing price of CN¥250. Stock is up 135% over the past year. The company is forecast to post earnings per share of CN¥7.26 for next year compared to CN¥4.91 last year.Reported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥4.91 (up from CN¥2.82 in FY 2024). Revenue: CN¥23.6b (up 32% from FY 2024). Net income: CN¥3.28b (up 75% from FY 2024). Profit margin: 14% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic 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 increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Mar 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥28.9b to CN¥29.9b. EPS estimate increased from CN¥6.61 to CN¥7.56 per share. Net income forecast to grow 70% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥267. Share price fell 5.1% to CN¥250 over the past week.공시 • Mar 12Shennan Circuits Co., Ltd., Annual General Meeting, Apr 03, 2026Shennan Circuits Co., Ltd., Annual General Meeting, Apr 03, 2026, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong ChinaBuy Or Sell Opportunity • Mar 09Now 21% undervaluedOver the last 90 days, the stock has risen 24% to CN¥255. The fair value is estimated to be CN¥323, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥290, 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 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥316 per share.Price Target Changed • Feb 14Price target increased by 8.5% to CN¥256Up from CN¥236, the current price target is an average from 9 analysts. New target price is 9.0% above last closing price of CN¥235. Stock is up 124% over the past year. The company is forecast to post earnings per share of CN¥4.96 for next year compared to CN¥2.82 last year.Buy Or Sell Opportunity • Jan 23Now 21% undervaluedOver the last 90 days, the stock has risen 16% to CN¥247. The fair value is estimated to be CN¥314, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥266, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥314 per share.공시 • Dec 31Shennan Circuit Company Limited to Report Fiscal Year 2025 Results on Mar 13, 2026Shennan Circuit Company Limited announced that they will report fiscal year 2025 results on Mar 13, 2026Buy Or Sell Opportunity • Dec 11Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥194. The fair value is estimated to be CN¥255, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.Price Target Changed • Dec 02Price target increased by 9.1% to CN¥234Up from CN¥215, the current price target is an average from 10 analysts. New target price is 19% above last closing price of CN¥198. Stock is up 159% over the past year. The company is forecast to post earnings per share of CN¥5.11 for next year compared to CN¥2.82 last year.Price Target Changed • Oct 31Price target increased by 14% to CN¥187Up from CN¥163, the current price target is an average from 11 analysts. New target price is 13% below last closing price of CN¥214. Stock is up 175% over the past year. The company is forecast to post earnings per share of CN¥5.27 for next year compared to CN¥2.82 last year.Reported Earnings • Oct 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: CN¥1.45 (up from CN¥0.75 in 3Q 2024). Revenue: CN¥6.30b (up 33% from 3Q 2024). Net income: CN¥965.8m (up 93% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Oct 25Price target increased by 8.1% to CN¥166Up from CN¥153, the current price target is an average from 11 analysts. New target price is 22% below last closing price of CN¥213. Stock is up 150% over the past year. The company is forecast to post earnings per share of CN¥4.63 for next year compared to CN¥2.82 last year.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥202, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 255% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥159 per share.공시 • Sep 30Shennan Circuit Company Limited to Report Q3, 2025 Results on Oct 30, 2025Shennan Circuit Company Limited announced that they will report Q3, 2025 results on Oct 30, 2025Buy Or Sell Opportunity • Sep 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 99% to CN¥197. The fair value is estimated to be CN¥162, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥202, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 233% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥162 per share.Major Estimate Revision • Sep 03Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥21.4b to CN¥22.1b. EPS estimate increased from CN¥3.63 to CN¥4.44 per share. Net income forecast to grow 29% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥119 to CN¥155. Share price rose 9.5% to CN¥186 over the past week.New Risk • Sep 02New 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 8.9% 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 Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Dividend is not well covered by cash flows (278% cash payout ratio).Buy Or Sell Opportunity • Aug 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to CN¥186. The fair value is estimated to be CN¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥170, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 169% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.Price Target Changed • Aug 19Price target increased by 7.4% to CN¥119Up from CN¥111, the current price target is an average from 11 analysts. New target price is 18% below last closing price of CN¥145. Stock is up 77% over the past year. The company is forecast to post earnings per share of CN¥3.63 for next year compared to CN¥2.82 last year.Price Target Changed • Jul 17Price target increased by 8.1% to CN¥104Up from CN¥96.66, the current price target is an average from 11 analysts. New target price is 20% below last closing price of CN¥131. Stock is up 39% over the past year. The company is forecast to post earnings per share of CN¥3.52 for next year compared to CN¥2.82 last year.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 6.7% 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: Minor Risks Dividend is not well covered by cash flows (155% cash payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).공시 • Jul 02Shennan Circuit Company Limited to Report First Half, 2025 Results on Aug 28, 2025Shennan Circuit Company Limited announced that they will report first half, 2025 results on Aug 28, 2025Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to CN¥82.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Electronic industry in China. Total loss to shareholders of 7.4% over the past three years.Declared Dividend • May 24Dividend increased to CN¥1.50Dividend of CN¥1.50 is 67% higher than last year. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (155% cash payout ratio). The dividend has increased by an average of 26% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥0.96 (up from CN¥0.74 in 1Q 2024). Revenue: CN¥4.78b (up 21% from 1Q 2024). Net income: CN¥491.4m (up 30% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥104, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥67.44 per share.공시 • Apr 04Shennan Circuit Company Limited Approves Cash Dividend for 2024Shennan Circuit Company Limited announced that at the AGM held on 02 April 2025 approved Cash dividend/10 shares (tax included) of CNY 15.00000000 for 2024.공시 • Mar 31Shennan Circuit Company Limited to Report Q1, 2025 Results on Apr 24, 2025Shennan Circuit Company Limited announced that they will report Q1, 2025 results on Apr 24, 2025Board Change • Mar 20Less 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, 1 was an independent director. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Hanbin Zhang was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Mar 14Shennan Circuit Company Limited Announces Profit Distribution Proposal for the Year 2024Shennan Circuit Company Limited announced on 13 March 2025 the profit distribution proposal for the year 2024 as follows: final cash dividend/10 shares (tax included): CNY 15.00000000.Reported Earnings • Mar 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥3.66 (up from CN¥2.73 in FY 2023). Revenue: CN¥17.9b (up 32% from FY 2023). Net income: CN¥1.88b (up 34% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.공시 • Mar 13Shennan Circuit Company Limited, Annual General Meeting, Apr 02, 2025Shennan Circuit Company Limited, Annual General Meeting, Apr 02, 2025, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong ChinaNew 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 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 (208% cash payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥131, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥123 per share.Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to CN¥148. The fair value is estimated to be CN¥122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.1%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥143, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥122 per share.공시 • Dec 31Shennan Circuit Company Limited to Report Fiscal Year 2024 Results on Mar 13, 2025Shennan Circuit Company Limited announced that they will report fiscal year 2024 results on Mar 13, 2025Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥118, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 5.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥142 per share.Buy Or Sell Opportunity • Nov 12Now 21% undervaluedOver the last 90 days, the stock has risen 4.4% to CN¥113. The fair value is estimated to be CN¥142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.1%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥0.97 (up from CN¥0.85 in 3Q 2023). Revenue: CN¥4.73b (up 38% from 3Q 2023). Net income: CN¥500.8m (up 15% from 3Q 2023). Profit margin: 11% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.New Risk • Sep 30New 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 7.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.공시 • Sep 30Shennan Circuit Company Limited to Report Q3, 2024 Results on Oct 29, 2024Shennan Circuit Company Limited announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥111, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.Buy Or Sell Opportunity • Sep 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to CN¥92.15. The fair value is estimated to be CN¥118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 2.6%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Major Estimate Revision • Sep 03Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥16.2b to CN¥16.8b. EPS estimate increased from CN¥3.44 to CN¥3.90 per share. Net income forecast to grow 11% next year vs 53% growth forecast for Electronic industry in China. Consensus price target up from CN¥96.62 to CN¥99.16. Share price fell 7.2% to CN¥97.13 over the past week.Reported Earnings • Aug 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥1.19 (up from CN¥0.52 in 2Q 2023). Revenue: CN¥4.36b (up 34% from 2Q 2023). Net income: CN¥607.7m (up 127% from 2Q 2023). Profit margin: 14% (up from 8.2% in 2Q 2023). Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.Price Target Changed • Jul 29Price target increased by 9.3% to CN¥96.18Up from CN¥88.01, the current price target is an average from 9 analysts. New target price is 14% below last closing price of CN¥111. Stock is up 46% over the past year. The company is forecast to post earnings per share of CN¥3.40 for next year compared to CN¥2.73 last year.Price Target Changed • Jul 15Price target increased by 8.8% to CN¥91.82Up from CN¥84.42, the current price target is an average from 10 analysts. New target price is 28% below last closing price of CN¥127. Stock is up 59% over the past year. The company is forecast to post earnings per share of CN¥3.35 for next year compared to CN¥2.73 last year.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥121, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥88.42 per share.Buy Or Sell Opportunity • Jul 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥110. The fair value is estimated to be CN¥88.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Buy Or Sell Opportunity • Jul 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CN¥106. The fair value is estimated to be CN¥87.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.공시 • Jun 29Shennan Circuit Company Limited to Report First Half, 2024 Results on Aug 28, 2024Shennan Circuit Company Limited announced that they will report first half, 2024 results on Aug 28, 2024Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥110, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥79.79 per share.Buy Or Sell Opportunity • Jun 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to CN¥95.47. The fair value is estimated to be CN¥79.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Declared Dividend • May 25Dividend reduced to CN¥0.90Dividend of CN¥0.90 is 10.0% lower than last year. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 25Shennan Circuit Company Limited Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024Shennan Circuit Company Limited announced final cash dividend/10 shares (tax included) of CNY 9.00000000 on A shares for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024.Buy Or Sell Opportunity • May 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to CN¥94.32. The fair value is estimated to be CN¥78.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Reported Earnings • Apr 16First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.74 (up from CN¥0.40 in 1Q 2023). Revenue: CN¥3.96b (up 42% from 1Q 2023). Net income: CN¥379.6m (up 84% from 1Q 2023). Profit margin: 9.6% (up from 7.4% in 1Q 2023). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.Buy Or Sell Opportunity • Apr 01Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to CN¥95.90. The fair value is estimated to be CN¥78.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.공시 • Mar 30Shennan Circuit Company Limited to Report Q1, 2024 Results on Apr 16, 2024Shennan Circuit Company Limited announced that they will report Q1, 2024 results on Apr 16, 2024Price Target Changed • Mar 18Price target increased by 11% to CN¥84.63Up from CN¥76.45, the current price target is an average from 10 analysts. New target price is 7.8% below last closing price of CN¥91.75. Stock is up 6.1% over the past year. The company is forecast to post earnings per share of CN¥3.25 for next year compared to CN¥2.73 last year.New Risk • Mar 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 48% 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. This is currently the only risk that has been identified for the company.공시 • Mar 16+ 1 more updateShennan Circuit Company Limited, Annual General Meeting, Apr 18, 2024Shennan Circuit Company Limited, Annual General Meeting, Apr 18, 2024, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong China Agenda: To consider 2023 annual report and its summary; to consider 2023 annual accounts report; to consider 2024 financial budget report; to consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 profit distribution plan; to consider 2023 remuneration for non-independent directors; to consider Reappointment of audit firm; to consider Election of non-independent directors; to consider Election of independent directors; and to consider Election of shareholder supervisors.Reported Earnings • Mar 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥2.73 (down from CN¥3.22 in FY 2022). Revenue: CN¥13.5b (down 3.3% from FY 2022). Net income: CN¥1.40b (down 15% from FY 2022). Profit margin: 10% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.Buy Or Sell Opportunity • Mar 12Now 22% undervaluedOver the last 90 days, the stock has risen 19% to CN¥84.28. The fair value is estimated to be CN¥108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥89.32, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥108 per share.이익 및 매출 성장 예측SZSE:002916 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202846,1249,0268,05110,2141112/31/202738,1226,9764,9778,2151512/31/202630,5734,9513,0735,670143/31/202625,4603,635-1,6183,473N/A12/31/202523,6473,276733,838N/A9/30/202521,6122,7155713,632N/A6/30/202520,0402,2502773,079N/A3/31/202518,7291,9894963,032N/A12/31/202417,9071,8784562,982N/A9/30/202417,1141,9782222,703N/A6/30/202415,8141,911-402,768N/A3/31/202414,7031,571-6612,463N/A12/31/202313,5261,398-6602,589N/A9/30/202312,9691,367-1,0972,299N/A6/30/202313,0551,363-4152,767N/A3/31/202313,4621,500-93,259N/A1/1/202313,9921,641-1983,180N/A9/30/202214,6731,6364733,641N/A6/30/202215,0331,672-733,157N/A3/31/202214,5331,585-3922,532N/A1/1/202213,9431,481-3172,342N/A9/30/202112,3731,359-1,0321,588N/A6/30/202111,5661,267-7501,813N/A3/31/202111,8281,397-7491,856N/A12/31/202011,6001,430-6861,800N/A9/30/202011,8491,463-8391,763N/A6/30/202011,6481,486-9601,596N/A3/31/202010,8591,323-7231,566N/A12/31/201910,5241,233N/A1,263N/A9/30/20199,9231,092N/A1,353N/A6/30/20199,154888N/A977N/A3/31/20198,288767N/A987N/A12/31/20187,602697N/A879N/A9/30/20186,809582N/A892N/A6/30/20186,197477N/A765N/A3/31/20185,877463N/A938N/A12/31/20175,687448N/A966N/A9/30/20175,474406N/A726N/A12/31/20164,599274N/A802N/A12/31/20153,519162N/A573N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 002916 의 연간 예상 수익 증가율(32%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 002916 의 연간 수익(32%)이 CN 시장(27.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 002916 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 002916 의 수익(연간 21.4%)이 CN 시장(연간 16.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 002916 의 수익(연간 21.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 002916의 자본 수익률은 3년 후 27%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 16:00종가2026/05/21 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 소스Shennan Circuits Co., Ltd.는 27명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Xin SunBernsteinKexin ZhuBofA Global ResearchKexin ZhuBofA Global Research24명의 분석가 더 보기
Price Target Changed • Apr 25Price target increased by 7.3% to CN¥306Up from CN¥285, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥301. Stock is up 258% over the past year. The company is forecast to post earnings per share of CN¥7.64 for next year compared to CN¥4.91 last year.
Price Target Changed • Mar 16Price target increased by 9.6% to CN¥285Up from CN¥260, the current price target is an average from 9 analysts. New target price is 14% above last closing price of CN¥250. Stock is up 135% over the past year. The company is forecast to post earnings per share of CN¥7.26 for next year compared to CN¥4.91 last year.
Major Estimate Revision • Mar 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥28.9b to CN¥29.9b. EPS estimate increased from CN¥6.61 to CN¥7.56 per share. Net income forecast to grow 70% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥267. Share price fell 5.1% to CN¥250 over the past week.
Price Target Changed • Feb 14Price target increased by 8.5% to CN¥256Up from CN¥236, the current price target is an average from 9 analysts. New target price is 9.0% above last closing price of CN¥235. Stock is up 124% over the past year. The company is forecast to post earnings per share of CN¥4.96 for next year compared to CN¥2.82 last year.
Price Target Changed • Dec 02Price target increased by 9.1% to CN¥234Up from CN¥215, the current price target is an average from 10 analysts. New target price is 19% above last closing price of CN¥198. Stock is up 159% over the past year. The company is forecast to post earnings per share of CN¥5.11 for next year compared to CN¥2.82 last year.
Price Target Changed • Oct 31Price target increased by 14% to CN¥187Up from CN¥163, the current price target is an average from 11 analysts. New target price is 13% below last closing price of CN¥214. Stock is up 175% over the past year. The company is forecast to post earnings per share of CN¥5.27 for next year compared to CN¥2.82 last year.
Price Target Changed • Apr 25Price target increased by 7.3% to CN¥306Up from CN¥285, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥301. Stock is up 258% over the past year. The company is forecast to post earnings per share of CN¥7.64 for next year compared to CN¥4.91 last year.
Reported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: CN¥1.28 (up from CN¥0.74 in 1Q 2025). Revenue: CN¥6.60b (up 38% from 1Q 2025). Net income: CN¥850.2m (up 73% from 1Q 2025). Profit margin: 13% (up from 10% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥262, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 297% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥317 per share.
공시 • Mar 31Shennan Circuits Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shennan Circuits Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
Price Target Changed • Mar 16Price target increased by 9.6% to CN¥285Up from CN¥260, the current price target is an average from 9 analysts. New target price is 14% above last closing price of CN¥250. Stock is up 135% over the past year. The company is forecast to post earnings per share of CN¥7.26 for next year compared to CN¥4.91 last year.
Reported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥4.91 (up from CN¥2.82 in FY 2024). Revenue: CN¥23.6b (up 32% from FY 2024). Net income: CN¥3.28b (up 75% from FY 2024). Profit margin: 14% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic 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 increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Mar 13Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CN¥28.9b to CN¥29.9b. EPS estimate increased from CN¥6.61 to CN¥7.56 per share. Net income forecast to grow 70% next year vs 48% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥267. Share price fell 5.1% to CN¥250 over the past week.
공시 • Mar 12Shennan Circuits Co., Ltd., Annual General Meeting, Apr 03, 2026Shennan Circuits Co., Ltd., Annual General Meeting, Apr 03, 2026, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong China
Buy Or Sell Opportunity • Mar 09Now 21% undervaluedOver the last 90 days, the stock has risen 24% to CN¥255. The fair value is estimated to be CN¥323, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥290, 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 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥316 per share.
Price Target Changed • Feb 14Price target increased by 8.5% to CN¥256Up from CN¥236, the current price target is an average from 9 analysts. New target price is 9.0% above last closing price of CN¥235. Stock is up 124% over the past year. The company is forecast to post earnings per share of CN¥4.96 for next year compared to CN¥2.82 last year.
Buy Or Sell Opportunity • Jan 23Now 21% undervaluedOver the last 90 days, the stock has risen 16% to CN¥247. The fair value is estimated to be CN¥314, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥266, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 34x in the Electronic industry in China. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥314 per share.
공시 • Dec 31Shennan Circuit Company Limited to Report Fiscal Year 2025 Results on Mar 13, 2026Shennan Circuit Company Limited announced that they will report fiscal year 2025 results on Mar 13, 2026
Buy Or Sell Opportunity • Dec 11Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥194. The fair value is estimated to be CN¥255, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
Price Target Changed • Dec 02Price target increased by 9.1% to CN¥234Up from CN¥215, the current price target is an average from 10 analysts. New target price is 19% above last closing price of CN¥198. Stock is up 159% over the past year. The company is forecast to post earnings per share of CN¥5.11 for next year compared to CN¥2.82 last year.
Price Target Changed • Oct 31Price target increased by 14% to CN¥187Up from CN¥163, the current price target is an average from 11 analysts. New target price is 13% below last closing price of CN¥214. Stock is up 175% over the past year. The company is forecast to post earnings per share of CN¥5.27 for next year compared to CN¥2.82 last year.
Reported Earnings • Oct 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: CN¥1.45 (up from CN¥0.75 in 3Q 2024). Revenue: CN¥6.30b (up 33% from 3Q 2024). Net income: CN¥965.8m (up 93% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Oct 25Price target increased by 8.1% to CN¥166Up from CN¥153, the current price target is an average from 11 analysts. New target price is 22% below last closing price of CN¥213. Stock is up 150% over the past year. The company is forecast to post earnings per share of CN¥4.63 for next year compared to CN¥2.82 last year.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥202, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 255% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥159 per share.
공시 • Sep 30Shennan Circuit Company Limited to Report Q3, 2025 Results on Oct 30, 2025Shennan Circuit Company Limited announced that they will report Q3, 2025 results on Oct 30, 2025
Buy Or Sell Opportunity • Sep 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 99% to CN¥197. The fair value is estimated to be CN¥162, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥202, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 233% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥162 per share.
Major Estimate Revision • Sep 03Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥21.4b to CN¥22.1b. EPS estimate increased from CN¥3.63 to CN¥4.44 per share. Net income forecast to grow 29% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥119 to CN¥155. Share price rose 9.5% to CN¥186 over the past week.
New Risk • Sep 02New 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 8.9% 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 Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Dividend is not well covered by cash flows (278% cash payout ratio).
Buy Or Sell Opportunity • Aug 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to CN¥186. The fair value is estimated to be CN¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥170, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 169% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.
Price Target Changed • Aug 19Price target increased by 7.4% to CN¥119Up from CN¥111, the current price target is an average from 11 analysts. New target price is 18% below last closing price of CN¥145. Stock is up 77% over the past year. The company is forecast to post earnings per share of CN¥3.63 for next year compared to CN¥2.82 last year.
Price Target Changed • Jul 17Price target increased by 8.1% to CN¥104Up from CN¥96.66, the current price target is an average from 11 analysts. New target price is 20% below last closing price of CN¥131. Stock is up 39% over the past year. The company is forecast to post earnings per share of CN¥3.52 for next year compared to CN¥2.82 last year.
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 6.7% 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: Minor Risks Dividend is not well covered by cash flows (155% cash payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).
공시 • Jul 02Shennan Circuit Company Limited to Report First Half, 2025 Results on Aug 28, 2025Shennan Circuit Company Limited announced that they will report first half, 2025 results on Aug 28, 2025
Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to CN¥82.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Electronic industry in China. Total loss to shareholders of 7.4% over the past three years.
Declared Dividend • May 24Dividend increased to CN¥1.50Dividend of CN¥1.50 is 67% higher than last year. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (155% cash payout ratio). The dividend has increased by an average of 26% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥0.96 (up from CN¥0.74 in 1Q 2024). Revenue: CN¥4.78b (up 21% from 1Q 2024). Net income: CN¥491.4m (up 30% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥104, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥67.44 per share.
공시 • Apr 04Shennan Circuit Company Limited Approves Cash Dividend for 2024Shennan Circuit Company Limited announced that at the AGM held on 02 April 2025 approved Cash dividend/10 shares (tax included) of CNY 15.00000000 for 2024.
공시 • Mar 31Shennan Circuit Company Limited to Report Q1, 2025 Results on Apr 24, 2025Shennan Circuit Company Limited announced that they will report Q1, 2025 results on Apr 24, 2025
Board Change • Mar 20Less 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, 1 was an independent director. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Hanbin Zhang was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Mar 14Shennan Circuit Company Limited Announces Profit Distribution Proposal for the Year 2024Shennan Circuit Company Limited announced on 13 March 2025 the profit distribution proposal for the year 2024 as follows: final cash dividend/10 shares (tax included): CNY 15.00000000.
Reported Earnings • Mar 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥3.66 (up from CN¥2.73 in FY 2023). Revenue: CN¥17.9b (up 32% from FY 2023). Net income: CN¥1.88b (up 34% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.
공시 • Mar 13Shennan Circuit Company Limited, Annual General Meeting, Apr 02, 2025Shennan Circuit Company Limited, Annual General Meeting, Apr 02, 2025, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong China
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 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 (208% cash payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥131, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥123 per share.
Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to CN¥148. The fair value is estimated to be CN¥122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.1%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥143, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥122 per share.
공시 • Dec 31Shennan Circuit Company Limited to Report Fiscal Year 2024 Results on Mar 13, 2025Shennan Circuit Company Limited announced that they will report fiscal year 2024 results on Mar 13, 2025
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥118, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 5.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥142 per share.
Buy Or Sell Opportunity • Nov 12Now 21% undervaluedOver the last 90 days, the stock has risen 4.4% to CN¥113. The fair value is estimated to be CN¥142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.1%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥0.97 (up from CN¥0.85 in 3Q 2023). Revenue: CN¥4.73b (up 38% from 3Q 2023). Net income: CN¥500.8m (up 15% from 3Q 2023). Profit margin: 11% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.
New Risk • Sep 30New 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 7.3% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.
공시 • Sep 30Shennan Circuit Company Limited to Report Q3, 2024 Results on Oct 29, 2024Shennan Circuit Company Limited announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥111, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.
Buy Or Sell Opportunity • Sep 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to CN¥92.15. The fair value is estimated to be CN¥118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 2.6%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Major Estimate Revision • Sep 03Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥16.2b to CN¥16.8b. EPS estimate increased from CN¥3.44 to CN¥3.90 per share. Net income forecast to grow 11% next year vs 53% growth forecast for Electronic industry in China. Consensus price target up from CN¥96.62 to CN¥99.16. Share price fell 7.2% to CN¥97.13 over the past week.
Reported Earnings • Aug 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥1.19 (up from CN¥0.52 in 2Q 2023). Revenue: CN¥4.36b (up 34% from 2Q 2023). Net income: CN¥607.7m (up 127% from 2Q 2023). Profit margin: 14% (up from 8.2% in 2Q 2023). Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
Price Target Changed • Jul 29Price target increased by 9.3% to CN¥96.18Up from CN¥88.01, the current price target is an average from 9 analysts. New target price is 14% below last closing price of CN¥111. Stock is up 46% over the past year. The company is forecast to post earnings per share of CN¥3.40 for next year compared to CN¥2.73 last year.
Price Target Changed • Jul 15Price target increased by 8.8% to CN¥91.82Up from CN¥84.42, the current price target is an average from 10 analysts. New target price is 28% below last closing price of CN¥127. Stock is up 59% over the past year. The company is forecast to post earnings per share of CN¥3.35 for next year compared to CN¥2.73 last year.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥121, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥88.42 per share.
Buy Or Sell Opportunity • Jul 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥110. The fair value is estimated to be CN¥88.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Buy Or Sell Opportunity • Jul 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CN¥106. The fair value is estimated to be CN¥87.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
공시 • Jun 29Shennan Circuit Company Limited to Report First Half, 2024 Results on Aug 28, 2024Shennan Circuit Company Limited announced that they will report first half, 2024 results on Aug 28, 2024
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥110, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥79.79 per share.
Buy Or Sell Opportunity • Jun 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to CN¥95.47. The fair value is estimated to be CN¥79.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Declared Dividend • May 25Dividend reduced to CN¥0.90Dividend of CN¥0.90 is 10.0% lower than last year. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 25Shennan Circuit Company Limited Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024Shennan Circuit Company Limited announced final cash dividend/10 shares (tax included) of CNY 9.00000000 on A shares for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024.
Buy Or Sell Opportunity • May 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to CN¥94.32. The fair value is estimated to be CN¥78.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Reported Earnings • Apr 16First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.74 (up from CN¥0.40 in 1Q 2023). Revenue: CN¥3.96b (up 42% from 1Q 2023). Net income: CN¥379.6m (up 84% from 1Q 2023). Profit margin: 9.6% (up from 7.4% in 1Q 2023). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
Buy Or Sell Opportunity • Apr 01Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to CN¥95.90. The fair value is estimated to be CN¥78.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
공시 • Mar 30Shennan Circuit Company Limited to Report Q1, 2024 Results on Apr 16, 2024Shennan Circuit Company Limited announced that they will report Q1, 2024 results on Apr 16, 2024
Price Target Changed • Mar 18Price target increased by 11% to CN¥84.63Up from CN¥76.45, the current price target is an average from 10 analysts. New target price is 7.8% below last closing price of CN¥91.75. Stock is up 6.1% over the past year. The company is forecast to post earnings per share of CN¥3.25 for next year compared to CN¥2.73 last year.
New Risk • Mar 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 48% 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. This is currently the only risk that has been identified for the company.
공시 • Mar 16+ 1 more updateShennan Circuit Company Limited, Annual General Meeting, Apr 18, 2024Shennan Circuit Company Limited, Annual General Meeting, Apr 18, 2024, at 15:00 China Standard Time. Location: 5F, No. 99, Qiaocheng East Road, Nanshan District, Shenzhen, Guangdong China Agenda: To consider 2023 annual report and its summary; to consider 2023 annual accounts report; to consider 2024 financial budget report; to consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 profit distribution plan; to consider 2023 remuneration for non-independent directors; to consider Reappointment of audit firm; to consider Election of non-independent directors; to consider Election of independent directors; and to consider Election of shareholder supervisors.
Reported Earnings • Mar 15Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CN¥2.73 (down from CN¥3.22 in FY 2022). Revenue: CN¥13.5b (down 3.3% from FY 2022). Net income: CN¥1.40b (down 15% from FY 2022). Profit margin: 10% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.
Buy Or Sell Opportunity • Mar 12Now 22% undervaluedOver the last 90 days, the stock has risen 19% to CN¥84.28. The fair value is estimated to be CN¥108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥89.32, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥108 per share.