View ValuationChengdu KSW TechnologiesLtd 향후 성장Future 기준 점검 4/6Chengdu KSW TechnologiesLtd (는) 각각 연간 23% 및 22.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.9% 로 예상됩니다.핵심 정보23.0%이익 성장률24.70%EPS 성장률Communications 이익 성장47.7%매출 성장률22.8%향후 자기자본이익률7.90%애널리스트 커버리지Low마지막 업데이트16 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jun 30Chengdu KSW Technologies Co.,Ltd. to Report First Half, 2026 Results on Aug 29, 2026Chengdu KSW Technologies Co.,Ltd. announced that they will report first half, 2026 results on Aug 29, 2026New Risk • Jun 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 94% Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Share price has been volatile over the past 3 months (8.8% average weekly change). Large one-off items impacting financial results.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. 4 non-independent directors. Independent Director Dong Sheng Wu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 28Chengdu KSW Technologies Co.,Ltd., Annual General Meeting, May 18, 2026Chengdu KSW Technologies Co.,Ltd., Annual General Meeting, May 18, 2026, at 14:00 China Standard Time. Location: 2F, No. 388, Kangqiang 2nd Road, Hi-tech Zone, Chengdu, Sichuan China공시 • Mar 30Chengdu KSW Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Chengdu KSW Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026공시 • Dec 26Chengdu KSW Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Chengdu KSW Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026공시 • Sep 30Chengdu KSW Technologies Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Chengdu KSW Technologies Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025공시 • Jun 30Chengdu KSW Technologies Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Chengdu KSW Technologies Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025공시 • May 12Chengdu KSW Technologies Co.,Ltd., Annual General Meeting, Jun 05, 2025Chengdu KSW Technologies Co.,Ltd., Annual General Meeting, Jun 05, 2025, at 14:00 China Standard Time. Location: 2F, No. 388, Kangqiang 2nd Road, High-tech Zone, Chengdu, Sichuan China공시 • Mar 28Chengdu KSW Technologies Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Chengdu KSW Technologies Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025공시 • Dec 27Chengdu KSW Technologies Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Chengdu KSW Technologies Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥29.58, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 32x in the Communications industry in China. Total loss to shareholders of 28% over the past year.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.022 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.022 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥40.5m (down 49% from 3Q 2023). Net income: CN¥2.59m (down 92% from 3Q 2023). Profit margin: 6.4% (down from 40% in 3Q 2023). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥23.80, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Communications industry in China. Total loss to shareholders of 42% over the past year.공시 • Sep 30Chengdu KSW Technologies Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Chengdu KSW Technologies Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 32%After last week's 32% share price gain to CN¥22.48, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Communications industry in China. Total loss to shareholders of 52% over the past year.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.17 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.20. Revenue: CN¥56.0m (down 17% from 2Q 2023). Net income: CN¥11.0m (down 41% from 2Q 2023). Profit margin: 20% (down from 28% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥22.92, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Communications industry in China. Total loss to shareholders of 49% over the past year.공시 • Jul 09Chengdu KSW Technologies Co.,Ltd. (SHSE:688283) announces an Equity Buyback for CNY 30 million worth of its shares.Chengdu KSW Technologies Co.,Ltd. (SHSE:688283) announces a share repurchase program. Under the program, the company will repurchase up to CNY 30 million worth of its shares. The repurchase price will not more than CNY 35 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives for maintaining company value and shareholder rights. The repurchases will be funded using company's own funds. The repurchase period will be not more than 12 months.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥20.29, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 26x in the Communications industry in China. Total loss to shareholders of 58% over the past year.공시 • Jun 29Chengdu KSW Technologies Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Chengdu KSW Technologies Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Reported Earnings • Apr 22First quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.03 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.04 (up from CN¥0.03 in 1Q 2023). Revenue: CN¥24.8m (up 29% from 1Q 2023). Net income: CN¥3.04m (up 11% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in China.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥31.55, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Communications industry in China. Total loss to shareholders of 52% over the past year.공시 • Mar 29Chengdu KSW Technologies Co.,Ltd. to Report Q1, 2024 Results on Apr 22, 2024Chengdu KSW Technologies Co.,Ltd. announced that they will report Q1, 2024 results on Apr 22, 2024Reported Earnings • Feb 27Full year 2023 earnings released: EPS: CN¥1.04 (vs CN¥1.01 in FY 2022)Full year 2023 results: EPS: CN¥1.04 (up from CN¥1.01 in FY 2022). Revenue: CN¥253.6m (up 15% from FY 2022). Net income: CN¥87.1m (up 7.2% from FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in China.Buy Or Sell Opportunity • Feb 06Now 29% overvaluedOver the last 90 days, the stock has fallen 38% to CN¥37.45. The fair value is estimated to be CN¥29.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 88% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥33.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Communications industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.21 per share.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥49.49, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 24x in the Communications industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.25 per share.Board Change • Dec 14Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.이익 및 매출 성장 예측XSSC:688283 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202846697N/A36112/31/202737578N/A32112/31/202629961N/A2613/31/2026247523343N/A12/31/2025243474253N/A9/30/20252634791106N/A6/30/2025248367388N/A3/31/20252323387107N/A12/31/20242273774112N/A9/30/2024208501348N/A6/30/202424780-1540N/A3/31/202425987-3240N/A12/31/202325487-4522N/A9/30/202326398-1383N/A6/30/202324891-2652N/A3/31/202322885-5020N/A12/31/202222081-650N/A9/30/202219666-240N/A6/30/202218358319N/A3/31/2022168531725N/A12/31/2021163511218N/A9/30/2021168541012N/A6/30/2021147471722N/A3/31/2021126411113N/A12/31/2020130452123N/A9/30/2020118381516N/A6/30/202010532810N/A3/31/202010532911N/A12/31/201910532N/A12N/A9/30/20198626N/A6N/A6/30/20196721N/A0N/A3/31/20196219N/A1N/A12/31/20185817N/A1N/A9/30/20184812N/A-2N/A6/30/2018386N/A-5N/A3/31/20184311N/A-2N/A12/31/20174816N/A1N/A9/30/20174515N/A2N/A6/30/20174213N/A3N/A3/31/20173711N/A6N/A12/31/2016319N/A8N/A9/30/2016298N/A1N/A6/30/2016268N/A-5N/A3/31/2016215N/A-1N/A12/31/2015153N/A4N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688283 의 연간 예상 수익 증가율(23%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 688283 의 연간 수익(23%)이 CN 시장(27.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 688283 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 688283 의 수익(연간 22.8%)이 CN 시장(연간 17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 688283 의 수익(연간 22.8%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688283의 자본 수익률은 3년 후 7.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/09 16:25종가2026/07/09 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 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 소스Chengdu KSW Technologies Co.,Ltd.는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Lin YangHaitong International Research LimitedKang ShiIndustrial Securities Co. Ltd.Tianyi MaMinsheng Securities Co.
공시 • Jun 30Chengdu KSW Technologies Co.,Ltd. to Report First Half, 2026 Results on Aug 29, 2026Chengdu KSW Technologies Co.,Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
New Risk • Jun 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 94% Dividend yield: 0.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.9% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Share price has been volatile over the past 3 months (8.8% average weekly change). Large one-off items impacting financial results.
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. 4 non-independent directors. Independent Director Dong Sheng Wu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 28Chengdu KSW Technologies Co.,Ltd., Annual General Meeting, May 18, 2026Chengdu KSW Technologies Co.,Ltd., Annual General Meeting, May 18, 2026, at 14:00 China Standard Time. Location: 2F, No. 388, Kangqiang 2nd Road, Hi-tech Zone, Chengdu, Sichuan China
공시 • Mar 30Chengdu KSW Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Chengdu KSW Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
공시 • Dec 26Chengdu KSW Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Chengdu KSW Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
공시 • Sep 30Chengdu KSW Technologies Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Chengdu KSW Technologies Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
공시 • Jun 30Chengdu KSW Technologies Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Chengdu KSW Technologies Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
공시 • May 12Chengdu KSW Technologies Co.,Ltd., Annual General Meeting, Jun 05, 2025Chengdu KSW Technologies Co.,Ltd., Annual General Meeting, Jun 05, 2025, at 14:00 China Standard Time. Location: 2F, No. 388, Kangqiang 2nd Road, High-tech Zone, Chengdu, Sichuan China
공시 • Mar 28Chengdu KSW Technologies Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Chengdu KSW Technologies Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
공시 • Dec 27Chengdu KSW Technologies Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Chengdu KSW Technologies Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥29.58, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 32x in the Communications industry in China. Total loss to shareholders of 28% over the past year.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.022 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.022 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥40.5m (down 49% from 3Q 2023). Net income: CN¥2.59m (down 92% from 3Q 2023). Profit margin: 6.4% (down from 40% in 3Q 2023). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥23.80, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Communications industry in China. Total loss to shareholders of 42% over the past year.
공시 • Sep 30Chengdu KSW Technologies Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Chengdu KSW Technologies Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 32%After last week's 32% share price gain to CN¥22.48, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Communications industry in China. Total loss to shareholders of 52% over the past year.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.17 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.20. Revenue: CN¥56.0m (down 17% from 2Q 2023). Net income: CN¥11.0m (down 41% from 2Q 2023). Profit margin: 20% (down from 28% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥22.92, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Communications industry in China. Total loss to shareholders of 49% over the past year.
공시 • Jul 09Chengdu KSW Technologies Co.,Ltd. (SHSE:688283) announces an Equity Buyback for CNY 30 million worth of its shares.Chengdu KSW Technologies Co.,Ltd. (SHSE:688283) announces a share repurchase program. Under the program, the company will repurchase up to CNY 30 million worth of its shares. The repurchase price will not more than CNY 35 per Share. The repurchased shares will be used for employee stock ownership plan or equity incentives for maintaining company value and shareholder rights. The repurchases will be funded using company's own funds. The repurchase period will be not more than 12 months.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥20.29, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 26x in the Communications industry in China. Total loss to shareholders of 58% over the past year.
공시 • Jun 29Chengdu KSW Technologies Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Chengdu KSW Technologies Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Reported Earnings • Apr 22First quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.03 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.04 (up from CN¥0.03 in 1Q 2023). Revenue: CN¥24.8m (up 29% from 1Q 2023). Net income: CN¥3.04m (up 11% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in China.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥31.55, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Communications industry in China. Total loss to shareholders of 52% over the past year.
공시 • Mar 29Chengdu KSW Technologies Co.,Ltd. to Report Q1, 2024 Results on Apr 22, 2024Chengdu KSW Technologies Co.,Ltd. announced that they will report Q1, 2024 results on Apr 22, 2024
Reported Earnings • Feb 27Full year 2023 earnings released: EPS: CN¥1.04 (vs CN¥1.01 in FY 2022)Full year 2023 results: EPS: CN¥1.04 (up from CN¥1.01 in FY 2022). Revenue: CN¥253.6m (up 15% from FY 2022). Net income: CN¥87.1m (up 7.2% from FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in China.
Buy Or Sell Opportunity • Feb 06Now 29% overvaluedOver the last 90 days, the stock has fallen 38% to CN¥37.45. The fair value is estimated to be CN¥29.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 88% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥33.10, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Communications industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.21 per share.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥49.49, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 24x in the Communications industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.25 per share.
Board Change • Dec 14Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.