Board Change • May 20
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Xinwei Cao was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. 공시 • Mar 31
Wuxi Taclink Optoelectronics Technology Co., Ltd., Annual General Meeting, Apr 20, 2026 Wuxi Taclink Optoelectronics Technology Co., Ltd., Annual General Meeting, Apr 20, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Wuxi, Jiangsu China 공시 • Mar 30
Wuxi Taclink Optoelectronics Technology Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026 Wuxi Taclink Optoelectronics Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026 공시 • Dec 26
Wuxi Taclink Optoelectronics Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026 Wuxi Taclink Optoelectronics Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026 공시 • Sep 30
Wuxi Taclink Optoelectronics Technology Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025 Wuxi Taclink Optoelectronics Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025 공시 • Jun 30
Wuxi Taclink Optoelectronics Technology Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025 Wuxi Taclink Optoelectronics Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025 공시 • Apr 25
Wuxi Taclink Optoelectronics Technology Co., Ltd., Annual General Meeting, May 15, 2025 Wuxi Taclink Optoelectronics Technology Co., Ltd., Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Wuxi, Jiangsu China 공시 • Mar 28
Wuxi Taclink Optoelectronics Technology Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025 Wuxi Taclink Optoelectronics Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025 공시 • Dec 27
Wuxi Taclink Optoelectronics Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025 Wuxi Taclink Optoelectronics Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025 Valuation Update With 7 Day Price Move • Nov 04
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥63.25, the stock trades at a trailing P/E ratio of 74.9x. Average trailing P/E is 44x in the Electronic industry in China. Total returns to shareholders of 39% over the past year. Reported Earnings • Oct 29
Third quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.16 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.16 in 3Q 2023). Revenue: CN¥191.6m (up 1.0% from 3Q 2023). Net income: CN¥22.1m (up 19% from 3Q 2023). Profit margin: 12% (up from 9.8% in 3Q 2023). Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥47.88, the stock trades at a trailing P/E ratio of 63.6x. Average trailing P/E is 42x in the Electronic industry in China. Total returns to shareholders of 13% over the past year. 공시 • Sep 30
Wuxi Taclink Optoelectronics Technology Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024 Wuxi Taclink Optoelectronics Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024 Valuation Update With 7 Day Price Move • Sep 27
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥35.72, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 37x in the Electronic industry in China. Total loss to shareholders of 29% over the past year. New Risk • Aug 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.0% 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 Earnings have declined by 1.3% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (3.6% increase in shares outstanding). Reported Earnings • Aug 28
Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.23 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.23 in 2Q 2023). Revenue: CN¥221.5m (up 14% from 2Q 2023). Net income: CN¥31.2m (up 20% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). New Risk • Jul 01
New major risk - Revenue and earnings growth Earnings have declined by 1.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (3.6% increase in shares outstanding). 공시 • Jun 29
Wuxi Taclink Optoelectronics Technology Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024 Wuxi Taclink Optoelectronics Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 New Risk • May 13
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 24% 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: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Shareholders have been diluted in the past year (3.6% increase in shares outstanding). Reported Earnings • Apr 27
First quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.22 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.22 in 1Q 2023). Revenue: CN¥187.6m (up 13% from 1Q 2023). Net income: CN¥23.0m (up 5.4% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. 공시 • Apr 27
Wuxi Taclink Optoelectronics Technology Co., Ltd., Annual General Meeting, May 16, 2024 Wuxi Taclink Optoelectronics Technology Co., Ltd., Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Wuxi, Jiangsu China 공시 • Mar 30
Wuxi Taclink Optoelectronics Technology Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Wuxi Taclink Optoelectronics Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥41.88, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 23x in the Electronic industry in China. Reported Earnings • Feb 28
Full year 2023 earnings released: EPS: CN¥0.94 (vs CN¥1.25 in FY 2022) Full year 2023 results: EPS: CN¥0.94 (down from CN¥1.25 in FY 2022). Revenue: CN¥818.7m (up 15% from FY 2022). Net income: CN¥92.2m (down 9.2% from FY 2022). Profit margin: 11% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥43.50, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the Electronic industry in China. Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to CN¥33.59, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Electronic industry in China. Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.15 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.15 in 3Q 2022). Revenue: CN¥189.6m (up 40% from 3Q 2022). Net income: CN¥18.5m (up 57% from 3Q 2022). Profit margin: 9.8% (up from 8.7% in 3Q 2022). Board Change • Sep 15
Less than half of directors are independent There are 7 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Supervisor Nan Yang is the most experienced director on the board, commencing their role in 2020. Independent Director Lily Li 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. Lack of experienced directors.