View Financial HealthLens Technology 배당 및 자사주 매입배당 기준 점검 3/6Lens Technology 수익으로 충분히 충당되는 현재 수익률 1.36% 보유한 배당금 지급 회사입니다.핵심 정보1.4%배당 수익률-2.3%자사주 매입 수익률총 주주 수익률-1.0%미래 배당 수익률2.0%배당 성장률14.8%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향83%최근 배당 및 자사주 매입 업데이트공시 • Apr 02Lens Technology Co., Ltd. Proposes Final Dividend for the Year Ended 31 December 2025, Payable on or Before 6 July 2026Lens Technology Co., Ltd. proposed to pay a cash final dividend of RMB 4.5 per 10 shares (tax inclusive) for the year ended 31 December 2025 to all Shareholders (including A-share and H-share Shareholders). There will be no bonus issue and no capitalisation of capital reserve. The expected payment date of the cash final dividend will be on or before 6 July 2026. This proposed profit distribution plan is subject to the consideration and approval at the 2025 AGM. The Company will announce the date and relevant arrangements of the 2025 AGM in due course.공시 • Aug 26Lens Technology Co., Ltd. Announces Interim Dividend for the Six Months Ended June 30, 2025, Payable on 24 October 2025Lens Technology Co., Ltd. announced interim dividend of RMB 1 per 10 share for the six months ended June 30, 2025. Ex-dividend date is 16 September 2025. Record date is 23 September 2025. Payment date is 24 October 2025.공시 • Apr 22Lens Technology Co., Ltd. Approves Final Cash Dividend for 2024Lens Technology Co., Ltd. in its Annual General Meeting of 2024 on 18 April 2025 approved Final cash dividend/10 shares (tax included) of CNY 4.00000000 for 2024.공시 • Apr 08Lens Technology Co., Ltd. (SZSE:300433) announces an Equity Buyback for CNY 1,000 million worth of its shares.Lens Technology Co., Ltd. (SZSE:300433) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares.공시 • Mar 29Lens Technology Co., Ltd. Proposes Final Dividend for 2024Lens Technology Co., Ltd. announced on 28 March 2025 the profit distribution proposal for 2024 as follows: Final Cash dividend per 10 shares (tax included) of CNY 4.00000000.공시 • May 27Lens Technology Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date of 01 June 2023Lens Technology Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 2.00000000. Record date: 31 May 2023, Ex-date: 01 June 2023 Payment date: 01 June 2023 10 % withholding tax on cash dividend will be deducted in CNY within the cash dividend receivable. Please refer to below details: Tax on cash dividend/10 shares: CNY0.20000000(10% x CNY2.00000000) Net cash dividend/10 shares after tax: CNY1.80000000(CNY2.00000000- CNY0.20000000).모든 업데이트 보기Recent updates공시 • May 20Lens Technology Co., Ltd. (SZSE:300433) proposed to acquire 72.19% stake in Ju Teng International Holdings Limited (SEHK:3336) for HKD 1.9 billion.Lens Technology Co., Ltd. (SZSE:300433) proposed to acquire 72.19% stake in Ju Teng International Holdings Limited (SEHK:3336) for HKD 1.9 billion on May 18, 2026. A cash consideration of HKD 1.91 billion valued at HKD 2.2 per share will be paid by Lens Technology Co., Ltd. As part of consideration, HKD 1.91 billion is paid towards common equity of Ju Teng International Holdings Limited. In a related transaction, Lens Technology Co., Ltd. will acquire stake in Ju Teng International Holdings Limited through a share purchase agreement. Upon completion of the transactions, Lens Technology Co., Ltd. will hold 100% stake in Ju Teng International Holdings Limited. The transaction will be financed through external loan facility of up to HKD 3 billion and/or internal cash resources. The Board of Directors of Ju Teng International Holdings Limited formed a special committee for the transaction. CITIC Securities Corporate Finance Limited acted as financial advisor for Lens Technology Co., Ltd.공시 • May 19Lens Technology Co., Ltd. (SZSE:300433) entered into a share purchase agreement to acquire 27.81% stake in Ju Teng International Holdings Limited (SEHK:3336) from Cheng Li-Yu, Lin Mei-Li and Southern Asia Management Limited for approximately HKD 730 million.Lens Technology Co., Ltd. (SZSE:300433) entered into a share purchase agreement to acquire 27.81% stake in Ju Teng International Holdings Limited (SEHK:3336) from Cheng Li-Yu, Lin Mei-Li and Southern Asia Management Limited for approximately HKD 730 million on May 18, 2026. A cash consideration valued at HKD 2.2 per share will be paid by Lens Technology Co., Ltd. As part of consideration, HKD 734.17 million will be paid towards common equity of Ju Teng International Holdings Limited. In a related transaction Lens Technology Co., Ltd. proposed a cash offer to acquire remaining 72.19% stake in Ju Teng International Holdings Limited for HKD 1.9 billion. The transaction is subject to completion of the Reorganization Plan for the Group's Taiwan entities. Obtaining all required governmental and regulatory approvals, including antitrust consents in PRC and Vietnam (if any). Obtaining all necessary permits from the SFC and the Stock Exchange. Obtaining all required third-party consents. Key employee turnover rate not to exceed 10%, and new 3-year employment contracts to be signed. The long stop date for the transaction is September 18, 2026.공시 • Apr 16Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan China공시 • Apr 02Lens Technology Co., Ltd. Proposes Final Dividend for the Year Ended 31 December 2025, Payable on or Before 6 July 2026Lens Technology Co., Ltd. proposed to pay a cash final dividend of RMB 4.5 per 10 shares (tax inclusive) for the year ended 31 December 2025 to all Shareholders (including A-share and H-share Shareholders). There will be no bonus issue and no capitalisation of capital reserve. The expected payment date of the cash final dividend will be on or before 6 July 2026. This proposed profit distribution plan is subject to the consideration and approval at the 2025 AGM. The Company will announce the date and relevant arrangements of the 2025 AGM in due course.공시 • Mar 31Lens Technology Co., Ltd. to Report Q1, 2026 Results on Apr 15, 2026Lens Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 15, 2026공시 • Jan 29Lens Technology Co., Ltd. Appoints Tang Xiangxi as Independent Non-Executive Director, Chairman of Audit Committee, and Chairman of Remuneration and Appraisal Committee, Effective January 29, 2026Lens Technology Co., Ltd. announced that Mr. Tang Xiangxi has been appointed as an independent non-executive Director, and succeeded Mr. Xie Zhiming’s former roles as the chairman of the Audit Committee and the chairman of the Remuneration and Appraisal Committee. His term of office will commence from the date of approval at the EGM until the expiry of the term of the fifth session of the Board of the Company. Mr. Tang, as a new independent non-executive Director, has confirmed his independence as regards each of the factors referred to in Rules 3.13(1) to (8) of the Hong Kong Listing Rules, that he does not have any past or present financial or other interest in the business of the Company or its subsidiaries, nor any connection with any core connected person of the Company, and that there are no other factors that may affect his independence at the time of his appointment. Upon the appointment of Mr. Tang becoming effective from the date of resolution at the EGM, the Company has recomplied with the requirements of the above Hong Kong Listing Rules and satisfied the terms of reference and procedures of the Audit Committee and the Remuneration and Appraisal Committee regarding each of them consisting of a minimum of three members. The Board comprises: Ms. Chau Kwan Fei, Mr. Cheng Chun Lung and Mr. Rao Qiaobing as executive Directors; and Ms. Wan Wei, Mr. Liu Yue, Mr. Tian Hong and Mr. Tang Xiangxi as independent non-executive Directors. The EGM was held on January 29, 2026.공시 • Dec 31Lens Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Lens Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026공시 • Sep 30Lens Technology Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Lens Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025공시 • Aug 26Lens Technology Co., Ltd. Announces Interim Dividend for the Six Months Ended June 30, 2025, Payable on 24 October 2025Lens Technology Co., Ltd. announced interim dividend of RMB 1 per 10 share for the six months ended June 30, 2025. Ex-dividend date is 16 September 2025. Record date is 23 September 2025. Payment date is 24 October 2025.공시 • Jul 09Lens Technology Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 4.767829 billion.Lens Technology Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 4.767829 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 118,015,600 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 61,769,400 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 82,471,800 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Transaction Features: New Market Listing; Regulation S; Rule 144A공시 • Jul 02Lens Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Lens Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025공시 • Jun 30Lens Technology Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 5.483001 billion.Lens Technology Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 5.483001 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 28,848,400 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 190,293,555 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 82,453,245 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Transaction Features: New Market Listing; Regulation S; Rule 144A공시 • Apr 22Lens Technology Co., Ltd. Approves Final Cash Dividend for 2024Lens Technology Co., Ltd. in its Annual General Meeting of 2024 on 18 April 2025 approved Final cash dividend/10 shares (tax included) of CNY 4.00000000 for 2024.공시 • Apr 08Lens Technology Co., Ltd. (SZSE:300433) announces an Equity Buyback for CNY 1,000 million worth of its shares.Lens Technology Co., Ltd. (SZSE:300433) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares.공시 • Mar 31Lens Technology Co., Ltd. to Report Q1, 2025 Results on Apr 18, 2025Lens Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 18, 2025공시 • Mar 29Lens Technology Co., Ltd. Proposes Final Dividend for 2024Lens Technology Co., Ltd. announced on 28 March 2025 the profit distribution proposal for 2024 as follows: Final Cash dividend per 10 shares (tax included) of CNY 4.00000000.공시 • Mar 28Lens Technology Co., Ltd., Annual General Meeting, Apr 18, 2025Lens Technology Co., Ltd., Annual General Meeting, Apr 18, 2025, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan China공시 • Jan 22Lens Technology Co., Ltd. Announces Board AppointmentsLens Technology Co., Ltd. held its 1st Extraordinary General Meeting of 2025 on 20 January 2025, announced the appointment of Tian Hong, independent director, Xie Zhiming, independent director. Chen Xiaoqun, non-employee supervisor.공시 • Dec 31Lens Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025Lens Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025Buy Or Sell Opportunity • Nov 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to CN¥22.77. The fair value is estimated to be CN¥18.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.Reported Earnings • Oct 21Third quarter 2024 earnings released: EPS: CN¥0.32 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.32 (up from CN¥0.22 in 3Q 2023). Revenue: CN¥17.4b (up 27% from 3Q 2023). Net income: CN¥1.51b (up 38% from 3Q 2023). Profit margin: 8.7% (up from 8.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% 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 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.공시 • Sep 30Lens Technology Co., Ltd. to Report Q3, 2024 Results on Oct 21, 2024Lens Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 21, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥17.65, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥18.54 per share.New Risk • Aug 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.097 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.097 in 2Q 2023). Revenue: CN¥13.4b (up 29% from 2Q 2023). Net income: CN¥552.1m (up 13% from 2Q 2023). Profit margin: 4.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% 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 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to CN¥16.90. The fair value is estimated to be CN¥13.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.공시 • Jun 29Lens Technology Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024Lens Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024Reported Earnings • Apr 22Full year 2023 earnings released: EPS: CN¥0.61 (vs CN¥0.50 in FY 2022)Full year 2023 results: EPS: CN¥0.61 (up from CN¥0.50 in FY 2022). Revenue: CN¥54.5b (up 17% from FY 2022). Net income: CN¥3.02b (up 23% from FY 2022). Profit margin: 5.5% (up from 5.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% 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 29% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.공시 • Mar 30Lens Technology Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Lens Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024Buy Or Sell Opportunity • Mar 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to CN¥13.31. The fair value is estimated to be CN¥10.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.공시 • Dec 29Lens Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 22, 2024Lens Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 22, 2024Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.20 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.20 in 3Q 2022). Revenue: CN¥13.6b (up 10.0% from 3Q 2022). Net income: CN¥1.10b (up 2.9% from 3Q 2022). Profit margin: 8.0% (down from 8.6% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 38% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.097 (vs CN¥0.022 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.097 (up from CN¥0.022 in 2Q 2022). Revenue: CN¥10.3b (up 5.0% from 2Q 2022). Net income: CN¥489.7m (up 359% from 2Q 2022). Profit margin: 4.7% (up from 1.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 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 46% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.공시 • May 27Lens Technology Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date of 01 June 2023Lens Technology Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 2.00000000. Record date: 31 May 2023, Ex-date: 01 June 2023 Payment date: 01 June 2023 10 % withholding tax on cash dividend will be deducted in CNY within the cash dividend receivable. Please refer to below details: Tax on cash dividend/10 shares: CNY0.20000000(10% x CNY2.00000000) Net cash dividend/10 shares after tax: CNY1.80000000(CNY2.00000000- CNY0.20000000).공시 • May 20Lens Technology Approves Cash Dividend for 2022Lens Technology Co., Ltd. approved profit distribution proposal of final cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022.Reported Earnings • Apr 23Full year 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.42 in FY 2021)Full year 2022 results: EPS: CN¥0.50 (up from CN¥0.42 in FY 2021). Revenue: CN¥46.7b (up 3.1% from FY 2021). Net income: CN¥2.49b (up 20% from FY 2021). Profit margin: 5.3% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% 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 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.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.42 in FY 2021)Full year 2022 results: EPS: CN¥0.50 (up from CN¥0.42 in FY 2021). Revenue: CN¥46.7b (up 3.1% from FY 2021). Net income: CN¥2.49b (up 20% from FY 2021). Profit margin: 5.3% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 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 46% 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.Buying Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be CN¥16.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Director Qiao Bing Rao was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.20 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.20 (up from CN¥0.20 in 3Q 2021). Revenue: CN¥12.4b (down 1.1% from 3Q 2021). Net income: CN¥1.06b (up 7.6% from 3Q 2021). Profit margin: 8.6% (up from 7.9% in 3Q 2021). Revenue is forecast to grow 13% 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 34% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.022 (vs CN¥0.22 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.022 (down from CN¥0.22 in 2Q 2021). Revenue: CN¥9.85b (up 4.8% from 2Q 2021). Net income: CN¥106.7m (down 90% from 2Q 2021). Profit margin: 1.1% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 26%, compared to a 27% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Board Change • Jun 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Director Qiao Bing Rao was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 27First quarter 2022 earnings released: CN¥0.083 loss per share (vs CN¥0.24 profit in 1Q 2021)First quarter 2022 results: CN¥0.083 loss per share (down from CN¥0.24 profit in 1Q 2021). Revenue: CN¥9.33b (down 22% from 1Q 2021). Net loss: CN¥411.4m (down 134% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 27%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.42 (down from CN¥1.12 in FY 2020). Revenue: CN¥45.3b (up 23% from FY 2020). Net income: CN¥2.09b (down 57% from FY 2020). Profit margin: 4.6% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 40%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.35 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥12.5b (up 19% from 3Q 2020). Net income: CN¥988.8m (down 35% from 3Q 2020). Profit margin: 7.9% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.24 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥9.40b (up 9.1% from 2Q 2020). Net income: CN¥1.10b (up 7.1% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Executive Departure • Aug 04Independent Director Shao Zhang has left the companyOn the 30th of July, Shao Zhang's tenure as Independent Director ended. We don't have any record of a personal shareholding under Shao's name. A total of 9 executives have left over the last 12 months.Executive Departure • Aug 04Independent Director Xiang Xi Tang has left the companyOn the 30th of July, Xiang Xi Tang's tenure as Independent Director ended. We don't have any record of a personal shareholding under Xiang Xi's name. A total of 9 executives have left over the last 12 months.Executive Departure • Aug 04Director Xin Zhou has left the companyOn the 30th of July, Xin Zhou's tenure as Director ended. We don't have any record of a personal shareholding under Xin's name. A total of 9 executives have left over the last 12 months.Reported Earnings • Apr 26Full year 2020 earnings released: EPS CN¥1.12 (vs CN¥0.62 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥36.9b (up 22% from FY 2019). Net income: CN¥4.90b (up 98% from FY 2019). Profit margin: 13% (up from 8.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 10New 90-day low: CN¥28.83The company is down 13% from its price of CN¥33.10 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥27.20 per share.Analyst Estimate Surprise Post Earnings • Mar 04Revenue misses expectationsRevenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 72%, compared to a 31% growth forecast for the Electronic industry in China.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥1.13 (vs CN¥0.62 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥37.0b (up 22% from FY 2019). Net income: CN¥4.92b (up 99% from FY 2019). Profit margin: 13% (up from 8.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥40.08, the stock is trading at a trailing P/E ratio of 35.7x, up from the previous P/E ratio of 30.6x. This compares to an average P/E of 41x in the Electronic industry in China. Total returns to shareholders over the past three years are 130%.Is New 90 Day High Low • Jan 11New 90-day high: CN¥37.00The company is up 6.0% from its price of CN¥34.86 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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¥54.01 per share.Is New 90 Day High Low • Dec 16New 90-day low: CN¥30.29The company is down 12% from its price of CN¥34.31 on 18 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥52.70 per share.Is New 90 Day High Low • Nov 25New 90-day low: CN¥30.33The company is down 11% from its price of CN¥34.16 on 27 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥44.43 per share.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥4.79b, with earnings increasing by CN¥4.09b from the prior year. Total revenue was CN¥35.7b over the last 12 months, up 22% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 28Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.5% at CN¥10.5b. Revenue is forecast to grow 24% over the next year, compared to a 30% growth forecast for the Electronic industry in China.공시 • Oct 20Lens Technology Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020Lens Technology Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020공시 • Oct 06Lens Technology Co., Ltd. (SZSE:300433) entered into an agreement to acquire Meeca Technology (Taizhou) Co. Ltd. and Topo Technology (Taizhou) Co., Ltd. from Lyra International Co., Ltd. for $1.4 billion (CNY 9.9 billion).Lens Technology Co., Ltd. (SZSE:300433) entered into an agreement to acquire Meeca Technology (Taizhou) Co. Ltd. and Topo Technology (Taizhou) Co., Ltd. from Lyra International Co., Ltd. for $1.4 billion (CNY 9.9 billion) on August 18, 2020. The consideration will be fully paid in cash. Lens Technology will acquire 100% stakes in Meeca Technology and Topo Technology. For year ended December 31, 2019, Net income of Topo Technology and Meeca Technology is CNY 44.3 million and CNY 65.9 million respectively. The transaction is subject to approval processes of relevant authorities and was approved by the Board of Catcher Technology Co., Ltd. (TSEC:2474), parent of Lyra International Co., Ltd. On October 5, 2020, the transaction is approved by shareholders of Catcher Technology Co., Ltd. The transaction is expected to close by the end of 2020. JPMorgan Chase & Co. (NYSE:JPM) acted as a financial advisor to Catcher Technology Co., Ltd., a parent of Lyra International Co., Ltd. Goldman Sachs acted as financial advisor for Lens Technology Co., Ltd.공시 • Jul 23Lens Technology Co., Ltd. to Report First Half, 2020 Results on Aug 18, 2020Lens Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 18, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 300433 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 300433 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Lens Technology 배당 수익률 vs 시장300433의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (300433)1.4%시장 하위 25% (CN)0.4%시장 상위 25% (CN)2.0%업계 평균 (Electronic)0.9%분석가 예측 (300433) (최대 3년)2.0%주목할만한 배당금: 300433 의 배당금( 1.36% )은 CN 시장에서 배당금 지급자의 하위 25%( 0.37% )보다 높습니다.고배당: 300433 의 배당금( 1.36% )은 CN 시장에서 배당금 지급자의 상위 25%( 2.01% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 현재 지불 비율 ( 82.6% )에서 300433 의 지불은 수입으로 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 226.6% )이 높기 때문에 300433 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YCN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 17:41종가2026/05/29 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 소스Lens Technology Co., Ltd.는 31명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kexin ZhuBofA Global ResearchKexin ZhuBofA Global ResearchLin SuCCB International Securities Limited28명의 분석가 더 보기
공시 • Apr 02Lens Technology Co., Ltd. Proposes Final Dividend for the Year Ended 31 December 2025, Payable on or Before 6 July 2026Lens Technology Co., Ltd. proposed to pay a cash final dividend of RMB 4.5 per 10 shares (tax inclusive) for the year ended 31 December 2025 to all Shareholders (including A-share and H-share Shareholders). There will be no bonus issue and no capitalisation of capital reserve. The expected payment date of the cash final dividend will be on or before 6 July 2026. This proposed profit distribution plan is subject to the consideration and approval at the 2025 AGM. The Company will announce the date and relevant arrangements of the 2025 AGM in due course.
공시 • Aug 26Lens Technology Co., Ltd. Announces Interim Dividend for the Six Months Ended June 30, 2025, Payable on 24 October 2025Lens Technology Co., Ltd. announced interim dividend of RMB 1 per 10 share for the six months ended June 30, 2025. Ex-dividend date is 16 September 2025. Record date is 23 September 2025. Payment date is 24 October 2025.
공시 • Apr 22Lens Technology Co., Ltd. Approves Final Cash Dividend for 2024Lens Technology Co., Ltd. in its Annual General Meeting of 2024 on 18 April 2025 approved Final cash dividend/10 shares (tax included) of CNY 4.00000000 for 2024.
공시 • Apr 08Lens Technology Co., Ltd. (SZSE:300433) announces an Equity Buyback for CNY 1,000 million worth of its shares.Lens Technology Co., Ltd. (SZSE:300433) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares.
공시 • Mar 29Lens Technology Co., Ltd. Proposes Final Dividend for 2024Lens Technology Co., Ltd. announced on 28 March 2025 the profit distribution proposal for 2024 as follows: Final Cash dividend per 10 shares (tax included) of CNY 4.00000000.
공시 • May 27Lens Technology Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date of 01 June 2023Lens Technology Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 2.00000000. Record date: 31 May 2023, Ex-date: 01 June 2023 Payment date: 01 June 2023 10 % withholding tax on cash dividend will be deducted in CNY within the cash dividend receivable. Please refer to below details: Tax on cash dividend/10 shares: CNY0.20000000(10% x CNY2.00000000) Net cash dividend/10 shares after tax: CNY1.80000000(CNY2.00000000- CNY0.20000000).
공시 • May 20Lens Technology Co., Ltd. (SZSE:300433) proposed to acquire 72.19% stake in Ju Teng International Holdings Limited (SEHK:3336) for HKD 1.9 billion.Lens Technology Co., Ltd. (SZSE:300433) proposed to acquire 72.19% stake in Ju Teng International Holdings Limited (SEHK:3336) for HKD 1.9 billion on May 18, 2026. A cash consideration of HKD 1.91 billion valued at HKD 2.2 per share will be paid by Lens Technology Co., Ltd. As part of consideration, HKD 1.91 billion is paid towards common equity of Ju Teng International Holdings Limited. In a related transaction, Lens Technology Co., Ltd. will acquire stake in Ju Teng International Holdings Limited through a share purchase agreement. Upon completion of the transactions, Lens Technology Co., Ltd. will hold 100% stake in Ju Teng International Holdings Limited. The transaction will be financed through external loan facility of up to HKD 3 billion and/or internal cash resources. The Board of Directors of Ju Teng International Holdings Limited formed a special committee for the transaction. CITIC Securities Corporate Finance Limited acted as financial advisor for Lens Technology Co., Ltd.
공시 • May 19Lens Technology Co., Ltd. (SZSE:300433) entered into a share purchase agreement to acquire 27.81% stake in Ju Teng International Holdings Limited (SEHK:3336) from Cheng Li-Yu, Lin Mei-Li and Southern Asia Management Limited for approximately HKD 730 million.Lens Technology Co., Ltd. (SZSE:300433) entered into a share purchase agreement to acquire 27.81% stake in Ju Teng International Holdings Limited (SEHK:3336) from Cheng Li-Yu, Lin Mei-Li and Southern Asia Management Limited for approximately HKD 730 million on May 18, 2026. A cash consideration valued at HKD 2.2 per share will be paid by Lens Technology Co., Ltd. As part of consideration, HKD 734.17 million will be paid towards common equity of Ju Teng International Holdings Limited. In a related transaction Lens Technology Co., Ltd. proposed a cash offer to acquire remaining 72.19% stake in Ju Teng International Holdings Limited for HKD 1.9 billion. The transaction is subject to completion of the Reorganization Plan for the Group's Taiwan entities. Obtaining all required governmental and regulatory approvals, including antitrust consents in PRC and Vietnam (if any). Obtaining all necessary permits from the SFC and the Stock Exchange. Obtaining all required third-party consents. Key employee turnover rate not to exceed 10%, and new 3-year employment contracts to be signed. The long stop date for the transaction is September 18, 2026.
공시 • Apr 16Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026Lens Technology Co., Ltd., Annual General Meeting, May 08, 2026, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan China
공시 • Apr 02Lens Technology Co., Ltd. Proposes Final Dividend for the Year Ended 31 December 2025, Payable on or Before 6 July 2026Lens Technology Co., Ltd. proposed to pay a cash final dividend of RMB 4.5 per 10 shares (tax inclusive) for the year ended 31 December 2025 to all Shareholders (including A-share and H-share Shareholders). There will be no bonus issue and no capitalisation of capital reserve. The expected payment date of the cash final dividend will be on or before 6 July 2026. This proposed profit distribution plan is subject to the consideration and approval at the 2025 AGM. The Company will announce the date and relevant arrangements of the 2025 AGM in due course.
공시 • Mar 31Lens Technology Co., Ltd. to Report Q1, 2026 Results on Apr 15, 2026Lens Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 15, 2026
공시 • Jan 29Lens Technology Co., Ltd. Appoints Tang Xiangxi as Independent Non-Executive Director, Chairman of Audit Committee, and Chairman of Remuneration and Appraisal Committee, Effective January 29, 2026Lens Technology Co., Ltd. announced that Mr. Tang Xiangxi has been appointed as an independent non-executive Director, and succeeded Mr. Xie Zhiming’s former roles as the chairman of the Audit Committee and the chairman of the Remuneration and Appraisal Committee. His term of office will commence from the date of approval at the EGM until the expiry of the term of the fifth session of the Board of the Company. Mr. Tang, as a new independent non-executive Director, has confirmed his independence as regards each of the factors referred to in Rules 3.13(1) to (8) of the Hong Kong Listing Rules, that he does not have any past or present financial or other interest in the business of the Company or its subsidiaries, nor any connection with any core connected person of the Company, and that there are no other factors that may affect his independence at the time of his appointment. Upon the appointment of Mr. Tang becoming effective from the date of resolution at the EGM, the Company has recomplied with the requirements of the above Hong Kong Listing Rules and satisfied the terms of reference and procedures of the Audit Committee and the Remuneration and Appraisal Committee regarding each of them consisting of a minimum of three members. The Board comprises: Ms. Chau Kwan Fei, Mr. Cheng Chun Lung and Mr. Rao Qiaobing as executive Directors; and Ms. Wan Wei, Mr. Liu Yue, Mr. Tian Hong and Mr. Tang Xiangxi as independent non-executive Directors. The EGM was held on January 29, 2026.
공시 • Dec 31Lens Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Lens Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
공시 • Sep 30Lens Technology Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Lens Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
공시 • Aug 26Lens Technology Co., Ltd. Announces Interim Dividend for the Six Months Ended June 30, 2025, Payable on 24 October 2025Lens Technology Co., Ltd. announced interim dividend of RMB 1 per 10 share for the six months ended June 30, 2025. Ex-dividend date is 16 September 2025. Record date is 23 September 2025. Payment date is 24 October 2025.
공시 • Jul 09Lens Technology Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 4.767829 billion.Lens Technology Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 4.767829 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 118,015,600 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 61,769,400 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 82,471,800 Price\Range: HKD 18.18 Discount Per Security: HKD 0.0909 Transaction Features: New Market Listing; Regulation S; Rule 144A
공시 • Jul 02Lens Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Lens Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
공시 • Jun 30Lens Technology Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 5.483001 billion.Lens Technology Co., Ltd. has filed a Follow-on Equity Offering in the amount of HKD 5.483001 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 28,848,400 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 190,293,555 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Security Name: H Shares Security Type: Common Stock Securities Offered: 82,453,245 Price\Range: HKD 17.38 to HKD 18.18 Discount Per Security: HKD 0.0909 Transaction Features: New Market Listing; Regulation S; Rule 144A
공시 • Apr 22Lens Technology Co., Ltd. Approves Final Cash Dividend for 2024Lens Technology Co., Ltd. in its Annual General Meeting of 2024 on 18 April 2025 approved Final cash dividend/10 shares (tax included) of CNY 4.00000000 for 2024.
공시 • Apr 08Lens Technology Co., Ltd. (SZSE:300433) announces an Equity Buyback for CNY 1,000 million worth of its shares.Lens Technology Co., Ltd. (SZSE:300433) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its shares.
공시 • Mar 31Lens Technology Co., Ltd. to Report Q1, 2025 Results on Apr 18, 2025Lens Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 18, 2025
공시 • Mar 29Lens Technology Co., Ltd. Proposes Final Dividend for 2024Lens Technology Co., Ltd. announced on 28 March 2025 the profit distribution proposal for 2024 as follows: Final Cash dividend per 10 shares (tax included) of CNY 4.00000000.
공시 • Mar 28Lens Technology Co., Ltd., Annual General Meeting, Apr 18, 2025Lens Technology Co., Ltd., Annual General Meeting, Apr 18, 2025, at 14:30 China Standard Time. Location: Meeting Room of Lens Technology (Changsha) Co., Ltd., Changsha, Hunan China
공시 • Jan 22Lens Technology Co., Ltd. Announces Board AppointmentsLens Technology Co., Ltd. held its 1st Extraordinary General Meeting of 2025 on 20 January 2025, announced the appointment of Tian Hong, independent director, Xie Zhiming, independent director. Chen Xiaoqun, non-employee supervisor.
공시 • Dec 31Lens Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025Lens Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025
Buy Or Sell Opportunity • Nov 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to CN¥22.77. The fair value is estimated to be CN¥18.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
Reported Earnings • Oct 21Third quarter 2024 earnings released: EPS: CN¥0.32 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.32 (up from CN¥0.22 in 3Q 2023). Revenue: CN¥17.4b (up 27% from 3Q 2023). Net income: CN¥1.51b (up 38% from 3Q 2023). Profit margin: 8.7% (up from 8.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% 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 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.
공시 • Sep 30Lens Technology Co., Ltd. to Report Q3, 2024 Results on Oct 21, 2024Lens Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 21, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥17.65, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥18.54 per share.
New Risk • Aug 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.097 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.097 in 2Q 2023). Revenue: CN¥13.4b (up 29% from 2Q 2023). Net income: CN¥552.1m (up 13% from 2Q 2023). Profit margin: 4.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% 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 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to CN¥16.90. The fair value is estimated to be CN¥13.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
공시 • Jun 29Lens Technology Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024Lens Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024
Reported Earnings • Apr 22Full year 2023 earnings released: EPS: CN¥0.61 (vs CN¥0.50 in FY 2022)Full year 2023 results: EPS: CN¥0.61 (up from CN¥0.50 in FY 2022). Revenue: CN¥54.5b (up 17% from FY 2022). Net income: CN¥3.02b (up 23% from FY 2022). Profit margin: 5.5% (up from 5.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% 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 29% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
공시 • Mar 30Lens Technology Co., Ltd. to Report Q1, 2024 Results on Apr 24, 2024Lens Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024
Buy Or Sell Opportunity • Mar 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to CN¥13.31. The fair value is estimated to be CN¥10.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
공시 • Dec 29Lens Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 22, 2024Lens Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 22, 2024
Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.20 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.20 in 3Q 2022). Revenue: CN¥13.6b (up 10.0% from 3Q 2022). Net income: CN¥1.10b (up 2.9% from 3Q 2022). Profit margin: 8.0% (down from 8.6% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 38% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.097 (vs CN¥0.022 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.097 (up from CN¥0.022 in 2Q 2022). Revenue: CN¥10.3b (up 5.0% from 2Q 2022). Net income: CN¥489.7m (up 359% from 2Q 2022). Profit margin: 4.7% (up from 1.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 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 46% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
공시 • May 27Lens Technology Co., Ltd. Announces 2022 Final Profit Distribution Plan to Be Implemented (A Shares), Payment Date of 01 June 2023Lens Technology Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 2.00000000. Record date: 31 May 2023, Ex-date: 01 June 2023 Payment date: 01 June 2023 10 % withholding tax on cash dividend will be deducted in CNY within the cash dividend receivable. Please refer to below details: Tax on cash dividend/10 shares: CNY0.20000000(10% x CNY2.00000000) Net cash dividend/10 shares after tax: CNY1.80000000(CNY2.00000000- CNY0.20000000).
공시 • May 20Lens Technology Approves Cash Dividend for 2022Lens Technology Co., Ltd. approved profit distribution proposal of final cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022.
Reported Earnings • Apr 23Full year 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.42 in FY 2021)Full year 2022 results: EPS: CN¥0.50 (up from CN¥0.42 in FY 2021). Revenue: CN¥46.7b (up 3.1% from FY 2021). Net income: CN¥2.49b (up 20% from FY 2021). Profit margin: 5.3% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% 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 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.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.42 in FY 2021)Full year 2022 results: EPS: CN¥0.50 (up from CN¥0.42 in FY 2021). Revenue: CN¥46.7b (up 3.1% from FY 2021). Net income: CN¥2.49b (up 20% from FY 2021). Profit margin: 5.3% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 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 46% 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.
Buying Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be CN¥16.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Director Qiao Bing Rao was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.20 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.20 (up from CN¥0.20 in 3Q 2021). Revenue: CN¥12.4b (down 1.1% from 3Q 2021). Net income: CN¥1.06b (up 7.6% from 3Q 2021). Profit margin: 8.6% (up from 7.9% in 3Q 2021). Revenue is forecast to grow 13% 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 34% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.022 (vs CN¥0.22 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.022 (down from CN¥0.22 in 2Q 2021). Revenue: CN¥9.85b (up 4.8% from 2Q 2021). Net income: CN¥106.7m (down 90% from 2Q 2021). Profit margin: 1.1% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 26%, compared to a 27% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Board Change • Jun 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy GM & Director Qiao Bing Rao was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 27First quarter 2022 earnings released: CN¥0.083 loss per share (vs CN¥0.24 profit in 1Q 2021)First quarter 2022 results: CN¥0.083 loss per share (down from CN¥0.24 profit in 1Q 2021). Revenue: CN¥9.33b (down 22% from 1Q 2021). Net loss: CN¥411.4m (down 134% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 27%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.42 (down from CN¥1.12 in FY 2020). Revenue: CN¥45.3b (up 23% from FY 2020). Net income: CN¥2.09b (down 57% from FY 2020). Profit margin: 4.6% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 40%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.35 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥12.5b (up 19% from 3Q 2020). Net income: CN¥988.8m (down 35% from 3Q 2020). Profit margin: 7.9% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.24 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥9.40b (up 9.1% from 2Q 2020). Net income: CN¥1.10b (up 7.1% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Executive Departure • Aug 04Independent Director Shao Zhang has left the companyOn the 30th of July, Shao Zhang's tenure as Independent Director ended. We don't have any record of a personal shareholding under Shao's name. A total of 9 executives have left over the last 12 months.
Executive Departure • Aug 04Independent Director Xiang Xi Tang has left the companyOn the 30th of July, Xiang Xi Tang's tenure as Independent Director ended. We don't have any record of a personal shareholding under Xiang Xi's name. A total of 9 executives have left over the last 12 months.
Executive Departure • Aug 04Director Xin Zhou has left the companyOn the 30th of July, Xin Zhou's tenure as Director ended. We don't have any record of a personal shareholding under Xin's name. A total of 9 executives have left over the last 12 months.
Reported Earnings • Apr 26Full year 2020 earnings released: EPS CN¥1.12 (vs CN¥0.62 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥36.9b (up 22% from FY 2019). Net income: CN¥4.90b (up 98% from FY 2019). Profit margin: 13% (up from 8.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 10New 90-day low: CN¥28.83The company is down 13% from its price of CN¥33.10 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥27.20 per share.
Analyst Estimate Surprise Post Earnings • Mar 04Revenue misses expectationsRevenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 72%, compared to a 31% growth forecast for the Electronic industry in China.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥1.13 (vs CN¥0.62 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥37.0b (up 22% from FY 2019). Net income: CN¥4.92b (up 99% from FY 2019). Profit margin: 13% (up from 8.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥40.08, the stock is trading at a trailing P/E ratio of 35.7x, up from the previous P/E ratio of 30.6x. This compares to an average P/E of 41x in the Electronic industry in China. Total returns to shareholders over the past three years are 130%.
Is New 90 Day High Low • Jan 11New 90-day high: CN¥37.00The company is up 6.0% from its price of CN¥34.86 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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¥54.01 per share.
Is New 90 Day High Low • Dec 16New 90-day low: CN¥30.29The company is down 12% from its price of CN¥34.31 on 18 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥52.70 per share.
Is New 90 Day High Low • Nov 25New 90-day low: CN¥30.33The company is down 11% from its price of CN¥34.16 on 27 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥44.43 per share.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥4.79b, with earnings increasing by CN¥4.09b from the prior year. Total revenue was CN¥35.7b over the last 12 months, up 22% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 28Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.5% at CN¥10.5b. Revenue is forecast to grow 24% over the next year, compared to a 30% growth forecast for the Electronic industry in China.
공시 • Oct 20Lens Technology Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020Lens Technology Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020
공시 • Oct 06Lens Technology Co., Ltd. (SZSE:300433) entered into an agreement to acquire Meeca Technology (Taizhou) Co. Ltd. and Topo Technology (Taizhou) Co., Ltd. from Lyra International Co., Ltd. for $1.4 billion (CNY 9.9 billion).Lens Technology Co., Ltd. (SZSE:300433) entered into an agreement to acquire Meeca Technology (Taizhou) Co. Ltd. and Topo Technology (Taizhou) Co., Ltd. from Lyra International Co., Ltd. for $1.4 billion (CNY 9.9 billion) on August 18, 2020. The consideration will be fully paid in cash. Lens Technology will acquire 100% stakes in Meeca Technology and Topo Technology. For year ended December 31, 2019, Net income of Topo Technology and Meeca Technology is CNY 44.3 million and CNY 65.9 million respectively. The transaction is subject to approval processes of relevant authorities and was approved by the Board of Catcher Technology Co., Ltd. (TSEC:2474), parent of Lyra International Co., Ltd. On October 5, 2020, the transaction is approved by shareholders of Catcher Technology Co., Ltd. The transaction is expected to close by the end of 2020. JPMorgan Chase & Co. (NYSE:JPM) acted as a financial advisor to Catcher Technology Co., Ltd., a parent of Lyra International Co., Ltd. Goldman Sachs acted as financial advisor for Lens Technology Co., Ltd.
공시 • Jul 23Lens Technology Co., Ltd. to Report First Half, 2020 Results on Aug 18, 2020Lens Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 18, 2020