View Financial HealthShenzhen Deren Electronic 배당 및 자사주 매입배당 기준 점검 0/6Shenzhen Deren Electronic 현재 배당금을 지급하지 않습니다.핵심 정보0%배당 수익률-0.1%자사주 매입 수익률총 주주 수익률-0.1%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향0%최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Apr 29Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 21, 2026Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 21, 2026, at 14:30 China Standard Time. Location: No. 366, Chaofeng Road, Fenghuang Subdistrict, Guangming District, Shenzhen, Guangdong China공시 • Mar 31Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026공시 • Dec 31Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026공시 • Sep 30Shenzhen Deren Electronic Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025공시 • Sep 04Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership) agreed to acquire 18% stake in Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. from Shenzhen Deren Electronic Co., Ltd. (SZSE:002055) for approximately CNY 140 million.Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership) agreed to acquire 18% stake in Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. from Shenzhen Deren Electronic Co., Ltd. (SZSE:002055) for approximately CNY 140 million on September 2, 2025. A cash consideration of CNY 135 million will be paid by Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership). As part of consideration, CNY 135 million is paid towards common equity of Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. For the period ending June 30, 2025, Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. reported total revenue of CNY 1.81 billion. As of June 30, 2025, Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. reported total common equity of CNY 845.74 million.공시 • Jul 02Shenzhen Deren Electronic Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025공시 • Apr 29Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 22, 2025Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 22, 2025, at 14:30 China Standard Time.공시 • Mar 31Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025공시 • Dec 31Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025Reported Earnings • Oct 26Third quarter 2024 earnings released: CN¥0.051 loss per share (vs CN¥0.002 profit in 3Q 2023)Third quarter 2024 results: CN¥0.051 loss per share (down from CN¥0.002 profit in 3Q 2023). Revenue: CN¥1.20b (down 28% from 3Q 2023). Net loss: CN¥31.1m (down CN¥32.2m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Sep 30Shenzhen Deren Electronic Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.11 loss per share (vs CN¥0.077 profit in 2Q 2023)Second quarter 2024 results: CN¥0.11 loss per share (down from CN¥0.077 profit in 2Q 2023). Revenue: CN¥1.38b (down 12% from 2Q 2023). Net loss: CN¥67.5m (down 246% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공시 • Jun 29Shenzhen Deren Electronic Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024New Risk • Jun 03New 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 Less than 1 year of cash runway based on free cash flow trend (-CN¥741m free cash flow). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 18% per year over the past 5 years.공시 • May 01Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 30, 2024Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 30, 2024, at 14:30 China Standard Time. Location: No. 366, Chaofeng Road, Fenghuang Subdistrict, Guangming District, Shenzhen, Guangdong ChinaReported Earnings • Apr 30Full year 2023 earnings released: CN¥0.34 loss per share (vs CN¥0.42 loss in FY 2022)Full year 2023 results: CN¥0.34 loss per share (improved from CN¥0.42 loss in FY 2022). Revenue: CN¥5.99b (down 23% from FY 2022). Net loss: CN¥203.1m (loss narrowed 21% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.공시 • Mar 30Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024공시 • Jan 03Shenzhen Deren Electronic Co., Ltd. Approves Appointment of Liu Biao as Non-Independent DirectorShenzhen Deren Electronic Co., Ltd. announced at the EGM held on December 29, 2023, approved election of Liu Biao as non-independent director.공시 • Dec 30Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.002 (vs CN¥0.007 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.002 (down from CN¥0.007 in 3Q 2022). Revenue: CN¥1.67b (down 15% from 3Q 2022). Net income: CN¥1.15m (down 73% from 3Q 2022). Profit margin: 0.1% (down from 0.2% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.077 (vs CN¥0.11 loss in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.077 (up from CN¥0.11 loss in 2Q 2022). Revenue: CN¥1.56b (down 14% from 2Q 2022). Net income: CN¥46.1m (up CN¥114.5m from 2Q 2022). Profit margin: 3.0% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥506m free cash flow). Earnings have declined by 44% per year over the past 5 years.Reported Earnings • Apr 28First quarter 2023 earnings released: CN¥0.065 loss per share (vs CN¥0.015 profit in 1Q 2022)First quarter 2023 results: CN¥0.065 loss per share (down from CN¥0.015 profit in 1Q 2022). Revenue: CN¥1.81b (down 2.7% from 1Q 2022). Net loss: CN¥39.1m (down CN¥48.1m from profit in 1Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 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 7% per year whereas the company’s share price has fallen by 11% per year.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 2 highly experienced directors. Chairman of the Board Jianmin Qiu is the most experienced director on the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.007 (vs CN¥0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.007 (up from CN¥0.14 loss in 3Q 2021). Revenue: CN¥1.97b (up 16% from 3Q 2021). Net income: CN¥4.19m (up CN¥69.2m from 3Q 2021). Profit margin: 0.2% (up from net loss in 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 29Second quarter 2022 earnings released: CN¥0.11 loss per share (vs CN¥0.014 profit in 2Q 2021)Second quarter 2022 results: CN¥0.11 loss per share (down from CN¥0.014 profit in 2Q 2021). Revenue: CN¥1.81b (down 6.6% from 2Q 2021). Net loss: CN¥68.4m (down CN¥75.1m from profit in 2Q 2021). Over the next year, revenue is forecast to grow 21%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Buying Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be CN¥13.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.015 (vs CN¥0.029 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.015 (down from CN¥0.029 in 1Q 2021). Revenue: CN¥1.86b (up 3.6% from 1Q 2021). Net income: CN¥9.01m (down 34% from 1Q 2021). Profit margin: 0.5% (down from 0.8% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Non-Independent Director Yang Qiu is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 23Third quarter 2021 earnings released: CN¥0.14 loss per share (vs CN¥0.11 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥1.70b (down 11% from 3Q 2020). Net loss: CN¥65.1m (down 227% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.014 (vs CN¥0.33 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.94b (up 13% from 2Q 2020). Net income: CN¥6.78m (down 96% from 2Q 2020). Profit margin: 0.3% (down from 9.3% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥10.12, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 45% over the past three years.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.029 (vs CN¥0.027 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥1.79b (up 33% from 1Q 2020). Net income: CN¥13.6m (up 6.0% from 1Q 2020). Profit margin: 0.8% (down from 0.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 25New 90-day low: CN¥12.70The company is down 24% from its price of CN¥16.69 on 28 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day low: CN¥12.73The company is down 20% from its price of CN¥15.85 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period.Is New 90 Day High Low • Dec 09New 90-day low: CN¥14.10The company is down 18% from its price of CN¥17.26 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.Is New 90 Day High Low • Oct 29New 90-day low: CN¥15.02The company is down 12% from its price of CN¥17.00 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.29 per share.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥411.1m, with earnings decreasing by CN¥623.8m from the prior year. Total revenue was CN¥7.45b over the last 12 months, up 5.1% from the prior year.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 002055 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: 002055 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장Shenzhen Deren Electronic 배당 수익률 vs 시장002055의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (002055)0%시장 하위 25% (CN)0.4%시장 상위 25% (CN)1.9%업계 평균 (Electronic)1.0%분석가 예측 (002055) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 002055 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 002055 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 002055 CN 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: 002055 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YCN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 07:25종가2026/05/22 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 소스Shenzhen Deren Electronic Co., Ltd.는 7명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kai LiuEverbright Securities Co. Ltd.Liang LiuIndustrial Securities Co. Ltd.Jin GuoMacquarie Research4명의 분석가 더 보기
공시 • Apr 29Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 21, 2026Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 21, 2026, at 14:30 China Standard Time. Location: No. 366, Chaofeng Road, Fenghuang Subdistrict, Guangming District, Shenzhen, Guangdong China
공시 • Mar 31Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
공시 • Dec 31Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026
공시 • Sep 30Shenzhen Deren Electronic Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
공시 • Sep 04Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership) agreed to acquire 18% stake in Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. from Shenzhen Deren Electronic Co., Ltd. (SZSE:002055) for approximately CNY 140 million.Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership) agreed to acquire 18% stake in Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. from Shenzhen Deren Electronic Co., Ltd. (SZSE:002055) for approximately CNY 140 million on September 2, 2025. A cash consideration of CNY 135 million will be paid by Tianjin Tongli Bingying No. 16 Equity Investment Fund Partnership Enterprise (Limited Partnership). As part of consideration, CNY 135 million is paid towards common equity of Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. For the period ending June 30, 2025, Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. reported total revenue of CNY 1.81 billion. As of June 30, 2025, Liuzhou Shuangfei Auto Electric Appliances Manufacturing Co., Ltd. reported total common equity of CNY 845.74 million.
공시 • Jul 02Shenzhen Deren Electronic Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025
공시 • Apr 29Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 22, 2025Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 22, 2025, at 14:30 China Standard Time.
공시 • Mar 31Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
공시 • Dec 31Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
Reported Earnings • Oct 26Third quarter 2024 earnings released: CN¥0.051 loss per share (vs CN¥0.002 profit in 3Q 2023)Third quarter 2024 results: CN¥0.051 loss per share (down from CN¥0.002 profit in 3Q 2023). Revenue: CN¥1.20b (down 28% from 3Q 2023). Net loss: CN¥31.1m (down CN¥32.2m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Sep 30Shenzhen Deren Electronic Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.11 loss per share (vs CN¥0.077 profit in 2Q 2023)Second quarter 2024 results: CN¥0.11 loss per share (down from CN¥0.077 profit in 2Q 2023). Revenue: CN¥1.38b (down 12% from 2Q 2023). Net loss: CN¥67.5m (down 246% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공시 • Jun 29Shenzhen Deren Electronic Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
New Risk • Jun 03New 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 Less than 1 year of cash runway based on free cash flow trend (-CN¥741m free cash flow). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 18% per year over the past 5 years.
공시 • May 01Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 30, 2024Shenzhen Deren Electronic Co., Ltd., Annual General Meeting, May 30, 2024, at 14:30 China Standard Time. Location: No. 366, Chaofeng Road, Fenghuang Subdistrict, Guangming District, Shenzhen, Guangdong China
Reported Earnings • Apr 30Full year 2023 earnings released: CN¥0.34 loss per share (vs CN¥0.42 loss in FY 2022)Full year 2023 results: CN¥0.34 loss per share (improved from CN¥0.42 loss in FY 2022). Revenue: CN¥5.99b (down 23% from FY 2022). Net loss: CN¥203.1m (loss narrowed 21% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
공시 • Mar 30Shenzhen Deren Electronic Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
공시 • Jan 03Shenzhen Deren Electronic Co., Ltd. Approves Appointment of Liu Biao as Non-Independent DirectorShenzhen Deren Electronic Co., Ltd. announced at the EGM held on December 29, 2023, approved election of Liu Biao as non-independent director.
공시 • Dec 30Shenzhen Deren Electronic Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Shenzhen Deren Electronic Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.002 (vs CN¥0.007 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.002 (down from CN¥0.007 in 3Q 2022). Revenue: CN¥1.67b (down 15% from 3Q 2022). Net income: CN¥1.15m (down 73% from 3Q 2022). Profit margin: 0.1% (down from 0.2% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.
Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.077 (vs CN¥0.11 loss in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.077 (up from CN¥0.11 loss in 2Q 2022). Revenue: CN¥1.56b (down 14% from 2Q 2022). Net income: CN¥46.1m (up CN¥114.5m from 2Q 2022). Profit margin: 3.0% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥506m free cash flow). Earnings have declined by 44% per year over the past 5 years.
Reported Earnings • Apr 28First quarter 2023 earnings released: CN¥0.065 loss per share (vs CN¥0.015 profit in 1Q 2022)First quarter 2023 results: CN¥0.065 loss per share (down from CN¥0.015 profit in 1Q 2022). Revenue: CN¥1.81b (down 2.7% from 1Q 2022). Net loss: CN¥39.1m (down CN¥48.1m from profit in 1Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 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 7% per year whereas the company’s share price has fallen by 11% per year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 2 highly experienced directors. Chairman of the Board Jianmin Qiu is the most experienced director on the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.007 (vs CN¥0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.007 (up from CN¥0.14 loss in 3Q 2021). Revenue: CN¥1.97b (up 16% from 3Q 2021). Net income: CN¥4.19m (up CN¥69.2m from 3Q 2021). Profit margin: 0.2% (up from net loss in 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 29Second quarter 2022 earnings released: CN¥0.11 loss per share (vs CN¥0.014 profit in 2Q 2021)Second quarter 2022 results: CN¥0.11 loss per share (down from CN¥0.014 profit in 2Q 2021). Revenue: CN¥1.81b (down 6.6% from 2Q 2021). Net loss: CN¥68.4m (down CN¥75.1m from profit in 2Q 2021). Over the next year, revenue is forecast to grow 21%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Buying Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be CN¥13.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.015 (vs CN¥0.029 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.015 (down from CN¥0.029 in 1Q 2021). Revenue: CN¥1.86b (up 3.6% from 1Q 2021). Net income: CN¥9.01m (down 34% from 1Q 2021). Profit margin: 0.5% (down from 0.8% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Non-Independent Director Yang Qiu is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 23Third quarter 2021 earnings released: CN¥0.14 loss per share (vs CN¥0.11 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥1.70b (down 11% from 3Q 2020). Net loss: CN¥65.1m (down 227% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.014 (vs CN¥0.33 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.94b (up 13% from 2Q 2020). Net income: CN¥6.78m (down 96% from 2Q 2020). Profit margin: 0.3% (down from 9.3% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥10.12, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 34x in the Electronic industry in China. Total loss to shareholders of 45% over the past three years.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.029 (vs CN¥0.027 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥1.79b (up 33% from 1Q 2020). Net income: CN¥13.6m (up 6.0% from 1Q 2020). Profit margin: 0.8% (down from 0.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 25New 90-day low: CN¥12.70The company is down 24% from its price of CN¥16.69 on 28 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day low: CN¥12.73The company is down 20% from its price of CN¥15.85 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Dec 09New 90-day low: CN¥14.10The company is down 18% from its price of CN¥17.26 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Oct 29New 90-day low: CN¥15.02The company is down 12% from its price of CN¥17.00 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.29 per share.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥411.1m, with earnings decreasing by CN¥623.8m from the prior year. Total revenue was CN¥7.45b over the last 12 months, up 5.1% from the prior year.