Reported Earnings • Apr 24
Full year 2025 earnings released: EPS: CN¥0.50 (vs CN¥0.53 in FY 2024) Full year 2025 results: EPS: CN¥0.50. Revenue: CN¥779.0m (up 18% from FY 2024). Net income: CN¥131.2m (up 24% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. 공시 • Apr 23
Juneway Electronic Technology Co., Ltd., Annual General Meeting, May 15, 2026 Juneway Electronic Technology Co., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: No. 360, Pingsha Town, Jinwan District, Zhuhai, Guangdong China 공시 • Mar 31
Juneway Electronic Technology Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026 Juneway Electronic Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026 Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥32.11, the stock trades at a trailing P/E ratio of 66.6x. Average forward P/E is 31x in the Electronic industry in China. Total loss to shareholders of 12% over the past year. 공시 • Dec 31
Juneway Electronic Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026 Juneway Electronic Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026 Reported Earnings • Oct 23
Third quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.19 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.17. Revenue: CN¥218.7m (up 20% from 3Q 2024). Net income: CN¥45.9m (up 27% from 3Q 2024). Profit margin: 21% (up from 20% in 3Q 2024). The increase in margin was driven by higher revenue. 공시 • Sep 30
Juneway Electronic Technology Co., Ltd. to Report Q3, 2025 Results on Oct 23, 2025 Juneway Electronic Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025 공시 • Jul 02
Juneway Electronic Technology Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025 Juneway Electronic Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025 New Risk • May 05
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Dividend per share is over 5x cash flows per share. Dividend yield: 0.7% 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. This is currently the only risk that has been identified for the company. 공시 • Apr 25
Juneway Electronic Technology Co., Ltd., Annual General Meeting, May 20, 2025 Juneway Electronic Technology Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Suzhou, Jiangsu China Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to CN¥28.72, the stock trades at a trailing P/E ratio of 65.3x. Average trailing P/E is 48x in the Electronic industry in China. 공시 • Mar 31
Juneway Electronic Technology Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025 Juneway Electronic Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025 New Risk • Feb 06
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. High level of non-cash earnings (27% accrual ratio).