View ValuationNingbo Yongxin OpticsLtd 향후 성장Future 기준 점검 5/6Ningbo Yongxin OpticsLtd (는) 각각 연간 30.1% 및 22.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 30.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.3% 로 예상됩니다.핵심 정보30.1%이익 성장률30.08%EPS 성장률Electronic 이익 성장33.9%매출 성장률22.6%향후 자기자본이익률16.29%애널리스트 커버리지Low마지막 업데이트20 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥105, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥102, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 37x in the Electronic industry in China. Total returns to shareholders of 19% over the past three years.공고 • Jun 30Ningbo Yongxin Optics Co.,Ltd to Report First Half, 2026 Results on Aug 27, 2026Ningbo Yongxin Optics Co.,Ltd announced that they will report first half, 2026 results on Aug 27, 2026Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥138, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 44x in the Electronic industry in China. Total returns to shareholders of 79% over the past three years.Declared Dividend • Jun 12Dividend of CN¥0.90 announcedShareholders will receive a dividend of CN¥0.90. Ex-date: 17th June 2026 Payment date: 17th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 117% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Xinmin Peng was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Apr 24Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 15, 2026Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang China공고 • Mar 30Ningbo Yongxin Optics Co.,Ltd to Report Q1, 2026 Results on Apr 24, 2026Ningbo Yongxin Optics Co.,Ltd announced that they will report Q1, 2026 results on Apr 24, 2026공고 • Dec 26Ningbo Yongxin Optics Co.,Ltd to Report Fiscal Year 2025 Results on Apr 24, 2026Ningbo Yongxin Optics Co.,Ltd announced that they will report fiscal year 2025 results on Apr 24, 2026공고 • Sep 30Ningbo Yongxin Optics Co.,Ltd to Report Q3, 2025 Results on Oct 30, 2025Ningbo Yongxin Optics Co.,Ltd announced that they will report Q3, 2025 results on Oct 30, 2025공고 • Jun 30Ningbo Yongxin Optics Co.,Ltd to Report First Half, 2025 Results on Aug 30, 2025Ningbo Yongxin Optics Co.,Ltd announced that they will report first half, 2025 results on Aug 30, 2025공고 • Apr 26Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 20, 2025Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang China공고 • Mar 28Ningbo Yongxin Optics Co.,Ltd to Report Q1, 2025 Results on Apr 26, 2025Ningbo Yongxin Optics Co.,Ltd announced that they will report Q1, 2025 results on Apr 26, 2025공고 • Dec 27Ningbo Yongxin Optics Co.,Ltd to Report Fiscal Year 2024 Results on Apr 26, 2025Ningbo Yongxin Optics Co.,Ltd announced that they will report fiscal year 2024 results on Apr 26, 2025Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CN¥96.34, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥66.37 per share.Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.36 (vs CN¥0.52 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.36 (down from CN¥0.52 in 3Q 2023). Revenue: CN¥222.2m (up 1.1% from 3Q 2023). Net income: CN¥40.7m (down 30% from 3Q 2023). Profit margin: 18% (down from 26% in 3Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥65.48, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥83.42 per share.Buy Or Sell Opportunity • Oct 11Now 21% undervaluedOver the last 90 days, the stock has risen 5.8% to CN¥66.20. The fair value is estimated to be CN¥83.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has declined by 3.5%. Revenue is forecast to grow by 79% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.공고 • Sep 30Ningbo Yongxin Optics Co.,Ltd to Report Q3, 2024 Results on Oct 29, 2024Ningbo Yongxin Optics Co.,Ltd announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥60.60, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Electronic industry in China. Total loss to shareholders of 29% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥83.85 per share.New Risk • Sep 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).Buy Or Sell Opportunity • Jul 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CN¥62.00. The fair value is estimated to be CN¥77.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 84% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.공고 • Jun 28Ningbo Yongxin Optics Co.,Ltd to Report First Half, 2024 Results on Aug 31, 2024Ningbo Yongxin Optics Co.,Ltd announced that they will report first half, 2024 results on Aug 31, 2024공고 • Apr 29Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 21, 2024Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 21, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang ChinaReported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.41 (vs CN¥0.43 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.41 (down from CN¥0.43 in 1Q 2023). Revenue: CN¥215.9m (up 15% from 1Q 2023). Net income: CN¥45.6m (down 3.9% from 1Q 2023). Profit margin: 21% (down from 25% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.Buy Or Sell Opportunity • Apr 27Now 20% overvaluedOver the last 90 days, the stock has fallen 6.7% to CN¥72.96. The fair value is estimated to be CN¥60.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 93% in 2 years. Earnings are forecast to grow by 65% in the next 2 years.New Risk • Apr 07New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공고 • Mar 29Ningbo Yongxin Optics Co.,Ltd to Report Q1, 2024 Results on Apr 27, 2024Ningbo Yongxin Optics Co.,Ltd announced that they will report Q1, 2024 results on Apr 27, 2024Buy Or Sell Opportunity • Feb 22Now 21% overvaluedOver the last 90 days, the stock has fallen 27% to CN¥73.92. The fair value is estimated to be CN¥60.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.Buy Or Sell Opportunity • Feb 07Now 25% overvaluedOver the last 90 days, the stock has fallen 24% to CN¥69.92. The fair value is estimated to be CN¥56.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥69.24, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Electronic industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.51 per share.공고 • Dec 30Ningbo Yongxin Optics Co.,Ltd to Report Fiscal Year 2023 Results on Apr 27, 2024Ningbo Yongxin Optics Co.,Ltd announced that they will report fiscal year 2023 results on Apr 27, 2024New Risk • Dec 01New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.52 (vs CN¥0.56 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.52 (down from CN¥0.56 in 3Q 2022). Revenue: CN¥219.9m (up 12% from 3Q 2022). Net income: CN¥57.9m (down 7.0% from 3Q 2022). Profit margin: 26% (down from 32% in 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.62 (vs CN¥0.75 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.62 (down from CN¥0.75 in 2Q 2022). Revenue: CN¥202.6m (flat on 2Q 2022). Net income: CN¥68.5m (down 17% from 2Q 2022). Profit margin: 34% (down from 41% in 2Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥91.94, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 25x in the Electronic industry in China.공고 • Jun 28Ningbo Yongxin Optics Co.,Ltd to Report First Half, 2023 Results on Aug 29, 2023Ningbo Yongxin Optics Co.,Ltd announced that they will report first half, 2023 results on Aug 29, 2023공고 • May 18Ningbo Yongxin Optics Co.,Ltd announced a financing transactionNingbo Yongxin Optics Co.,Ltd announced a private placement of common shares on May 16, 2023. The transaction has been approved at the annual general meeting of shareholders.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.43 (vs CN¥0.49 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.43 (down from CN¥0.49 in 1Q 2022). Revenue: CN¥188.2m (down 10.0% from 1Q 2022). Net income: CN¥47.4m (down 12% from 1Q 2022). Profit margin: 25% (in line with 1Q 2022). Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.Board Change • Mar 15Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Guoqing Yan was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.이익 및 매출 성장 예측XSSC:603297 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,902512-81525312/31/20271,503398-675124512/31/20261,198304-5646953/31/20261,010210121185N/A12/31/2025965220153228N/A9/30/2025915219194264N/A6/30/2025904217230316N/A3/31/2025896219226330N/A12/31/2024892209127263N/A9/30/202489420230199N/A6/30/2024892219-39155N/A3/31/2024882234-20169N/A12/31/202385423561219N/A9/30/202383225499261N/A6/30/202380825876231N/A3/31/2023808272107257N/A12/31/202282927973216N/A9/30/202282224295210N/A6/30/2022839234142228N/A3/31/202283219578153N/A12/31/2021795261101173N/A9/30/2021756285120179N/A6/30/2021696262128182N/A3/31/2021625251140191N/A12/31/2020576162131189N/A9/30/202056713361153N/A6/30/202056714535129N/A3/31/202057914451143N/A12/31/2019573139N/A132N/A9/30/2019547129N/A97N/A6/30/2019554128N/A115N/A3/31/2019552124N/A117N/A12/31/2018561122N/A112N/A9/30/2018554119N/A121N/A12/31/2017514107N/A99N/A12/31/201642179N/A71N/A12/31/201538450N/A81N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 603297 의 연간 예상 수익 증가율(30.1%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 603297 의 연간 수익(30.1%)이 CN 시장(26.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 603297 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 603297 의 수익(연간 22.6%)이 CN 시장(연간 17%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 603297 의 수익(연간 22.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 603297의 자본 수익률은 3년 후 16.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/19 21:42종가2026/08/19 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ningbo Yongxin Optics Co.,Ltd는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hanjing WenChina International Capital Corporation LimitedXinyi HeChina International Capital Corporation LimitedTao XuCitic Securities Co., Ltd.7명의 분석가 더 보기
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥105, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥102, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 37x in the Electronic industry in China. Total returns to shareholders of 19% over the past three years.
공고 • Jun 30Ningbo Yongxin Optics Co.,Ltd to Report First Half, 2026 Results on Aug 27, 2026Ningbo Yongxin Optics Co.,Ltd announced that they will report first half, 2026 results on Aug 27, 2026
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥138, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 44x in the Electronic industry in China. Total returns to shareholders of 79% over the past three years.
Declared Dividend • Jun 12Dividend of CN¥0.90 announcedShareholders will receive a dividend of CN¥0.90. Ex-date: 17th June 2026 Payment date: 17th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 117% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Xinmin Peng was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Apr 24Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 15, 2026Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang China
공고 • Mar 30Ningbo Yongxin Optics Co.,Ltd to Report Q1, 2026 Results on Apr 24, 2026Ningbo Yongxin Optics Co.,Ltd announced that they will report Q1, 2026 results on Apr 24, 2026
공고 • Dec 26Ningbo Yongxin Optics Co.,Ltd to Report Fiscal Year 2025 Results on Apr 24, 2026Ningbo Yongxin Optics Co.,Ltd announced that they will report fiscal year 2025 results on Apr 24, 2026
공고 • Sep 30Ningbo Yongxin Optics Co.,Ltd to Report Q3, 2025 Results on Oct 30, 2025Ningbo Yongxin Optics Co.,Ltd announced that they will report Q3, 2025 results on Oct 30, 2025
공고 • Jun 30Ningbo Yongxin Optics Co.,Ltd to Report First Half, 2025 Results on Aug 30, 2025Ningbo Yongxin Optics Co.,Ltd announced that they will report first half, 2025 results on Aug 30, 2025
공고 • Apr 26Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 20, 2025Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang China
공고 • Mar 28Ningbo Yongxin Optics Co.,Ltd to Report Q1, 2025 Results on Apr 26, 2025Ningbo Yongxin Optics Co.,Ltd announced that they will report Q1, 2025 results on Apr 26, 2025
공고 • Dec 27Ningbo Yongxin Optics Co.,Ltd to Report Fiscal Year 2024 Results on Apr 26, 2025Ningbo Yongxin Optics Co.,Ltd announced that they will report fiscal year 2024 results on Apr 26, 2025
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CN¥96.34, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥66.37 per share.
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.36 (vs CN¥0.52 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.36 (down from CN¥0.52 in 3Q 2023). Revenue: CN¥222.2m (up 1.1% from 3Q 2023). Net income: CN¥40.7m (down 30% from 3Q 2023). Profit margin: 18% (down from 26% in 3Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥65.48, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥83.42 per share.
Buy Or Sell Opportunity • Oct 11Now 21% undervaluedOver the last 90 days, the stock has risen 5.8% to CN¥66.20. The fair value is estimated to be CN¥83.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has declined by 3.5%. Revenue is forecast to grow by 79% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.
공고 • Sep 30Ningbo Yongxin Optics Co.,Ltd to Report Q3, 2024 Results on Oct 29, 2024Ningbo Yongxin Optics Co.,Ltd announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥60.60, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Electronic industry in China. Total loss to shareholders of 29% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥83.85 per share.
New Risk • Sep 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).
Buy Or Sell Opportunity • Jul 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CN¥62.00. The fair value is estimated to be CN¥77.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 84% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.
공고 • Jun 28Ningbo Yongxin Optics Co.,Ltd to Report First Half, 2024 Results on Aug 31, 2024Ningbo Yongxin Optics Co.,Ltd announced that they will report first half, 2024 results on Aug 31, 2024
공고 • Apr 29Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 21, 2024Ningbo Yongxin Optics Co.,Ltd, Annual General Meeting, May 21, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang China
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.41 (vs CN¥0.43 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.41 (down from CN¥0.43 in 1Q 2023). Revenue: CN¥215.9m (up 15% from 1Q 2023). Net income: CN¥45.6m (down 3.9% from 1Q 2023). Profit margin: 21% (down from 25% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
Buy Or Sell Opportunity • Apr 27Now 20% overvaluedOver the last 90 days, the stock has fallen 6.7% to CN¥72.96. The fair value is estimated to be CN¥60.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 93% in 2 years. Earnings are forecast to grow by 65% in the next 2 years.
New Risk • Apr 07New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공고 • Mar 29Ningbo Yongxin Optics Co.,Ltd to Report Q1, 2024 Results on Apr 27, 2024Ningbo Yongxin Optics Co.,Ltd announced that they will report Q1, 2024 results on Apr 27, 2024
Buy Or Sell Opportunity • Feb 22Now 21% overvaluedOver the last 90 days, the stock has fallen 27% to CN¥73.92. The fair value is estimated to be CN¥60.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.
Buy Or Sell Opportunity • Feb 07Now 25% overvaluedOver the last 90 days, the stock has fallen 24% to CN¥69.92. The fair value is estimated to be CN¥56.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥69.24, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Electronic industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.51 per share.
공고 • Dec 30Ningbo Yongxin Optics Co.,Ltd to Report Fiscal Year 2023 Results on Apr 27, 2024Ningbo Yongxin Optics Co.,Ltd announced that they will report fiscal year 2023 results on Apr 27, 2024
New Risk • Dec 01New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.52 (vs CN¥0.56 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.52 (down from CN¥0.56 in 3Q 2022). Revenue: CN¥219.9m (up 12% from 3Q 2022). Net income: CN¥57.9m (down 7.0% from 3Q 2022). Profit margin: 26% (down from 32% in 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.62 (vs CN¥0.75 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.62 (down from CN¥0.75 in 2Q 2022). Revenue: CN¥202.6m (flat on 2Q 2022). Net income: CN¥68.5m (down 17% from 2Q 2022). Profit margin: 34% (down from 41% in 2Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥91.94, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 25x in the Electronic industry in China.
공고 • Jun 28Ningbo Yongxin Optics Co.,Ltd to Report First Half, 2023 Results on Aug 29, 2023Ningbo Yongxin Optics Co.,Ltd announced that they will report first half, 2023 results on Aug 29, 2023
공고 • May 18Ningbo Yongxin Optics Co.,Ltd announced a financing transactionNingbo Yongxin Optics Co.,Ltd announced a private placement of common shares on May 16, 2023. The transaction has been approved at the annual general meeting of shareholders.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.43 (vs CN¥0.49 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.43 (down from CN¥0.49 in 1Q 2022). Revenue: CN¥188.2m (down 10.0% from 1Q 2022). Net income: CN¥47.4m (down 12% from 1Q 2022). Profit margin: 25% (in line with 1Q 2022). Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China.
Board Change • Mar 15Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Guoqing Yan was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.