New Risk • May 06
New major risk - Revenue and earnings growth Earnings have declined by 39% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Earnings have declined by 39% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (15% increase in shares outstanding). Reported Earnings • Apr 30
Full year 2025 earnings released: CN¥0.20 loss per share (vs CN¥0.10 loss in FY 2024) Full year 2025 results: CN¥0.20 loss per share (further deteriorated from CN¥0.10 loss in FY 2024). Revenue: CN¥28.8b (down 1.5% from FY 2024). Net loss: CN¥1.14b (loss widened 152% from FY 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Aankondiging • Apr 30
Shanying International Holdings Co.,Ltd, Annual General Meeting, May 21, 2026 Shanying International Holdings Co.,Ltd, Annual General Meeting, May 21, 2026, at 14:30 China Standard Time. Location: Shanying International Office Building, Qinjian Road, Ma'anshan, Anhui China New Risk • Apr 29
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.1% operating cash flow to total debt). Minor Risk Shareholders have been diluted in the past year (15% increase in shares outstanding). Price Target Changed • Apr 21
Price target increased by 8.5% to CN¥2.50 Up from CN¥2.31, the current price target is provided by 1 analyst. New target price is 63% above last closing price of CN¥1.53. Stock is down 8.4% over the past year. The company is forecast to post earnings per share of CN¥0.04 next year compared to a net loss per share of CN¥0.10 last year. Aankondiging • Mar 30
Shanying International Holdings Co.,Ltd to Report Q1, 2026 Results on Apr 30, 2026 Shanying International Holdings Co.,Ltd announced that they will report Q1, 2026 results on Apr 30, 2026 Aankondiging • Dec 26
Shanying International Holdings Co.,Ltd to Report Fiscal Year 2025 Results on Apr 30, 2026 Shanying International Holdings Co.,Ltd announced that they will report fiscal year 2025 results on Apr 30, 2026 Board Change • Dec 09
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. 4 non-independent directors. Independent Director Wen Liu 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. Reported Earnings • Oct 31
Third quarter 2025 earnings released: CN¥0.041 loss per share (vs CN¥0.009 loss in 3Q 2024) Third quarter 2025 results: CN¥0.041 loss per share (further deteriorated from CN¥0.009 loss in 3Q 2024). Revenue: CN¥7.29b (flat on 3Q 2024). Net loss: CN¥331.5m (loss widened CN¥286.4m from 3Q 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. New Risk • Oct 01
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.2% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Aankondiging • Sep 30
Shanying International Holdings Co.,Ltd to Report Q3, 2025 Results on Oct 31, 2025 Shanying International Holdings Co.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025 Reported Earnings • Aug 26
Second quarter 2025 earnings released: EPS: CN¥0.003 (vs CN¥0.023 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.003 (down from CN¥0.023 in 2Q 2024). Revenue: CN¥7.08b (down 6.7% from 2Q 2024). Net income: CN¥9.00m (down 88% from 2Q 2024). Profit margin: 0.1% (down from 1.0% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Aankondiging • Jun 30
Shanying International Holdings Co.,Ltd to Report First Half, 2025 Results on Aug 30, 2025 Shanying International Holdings Co.,Ltd announced that they will report first half, 2025 results on Aug 30, 2025 Reported Earnings • Apr 30
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: CN¥0.10 loss per share (down from CN¥0.04 profit in FY 2023). Revenue: CN¥29.2b (flat on FY 2023). Net loss: CN¥450.6m (down 389% from profit in FY 2023). Revenue missed analyst estimates by 6.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year and the company’s share price has also fallen by 16% per year. Aankondiging • Apr 30
Shanying International Holdings Co.,Ltd, Annual General Meeting, May 21, 2025 Shanying International Holdings Co.,Ltd, Annual General Meeting, May 21, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ma'anshan, Anhui China Aankondiging • Mar 28
Shanying International Holdings Co.,Ltd to Report Q1, 2025 Results on Apr 30, 2025 Shanying International Holdings Co.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025 Aankondiging • Dec 27
Shanying International Holdings Co.,Ltd to Report Fiscal Year 2024 Results on Apr 30, 2025 Shanying International Holdings Co.,Ltd announced that they will report fiscal year 2024 results on Apr 30, 2025 Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥2.19, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Forestry industry in China. Total loss to shareholders of 29% over the past three years. Price Target Changed • Nov 22
Price target increased by 11% to CN¥2.31 Up from CN¥2.07, the current price target is an average from 2 analysts. New target price is 27% above last closing price of CN¥1.82. Stock is down 15% over the past year. The company is forecast to post earnings per share of CN¥0.05 for next year compared to CN¥0.04 last year. Reported Earnings • Oct 31
Third quarter 2024 earnings released: CN¥0.009 loss per share (vs CN¥0.04 profit in 3Q 2023) Third quarter 2024 results: CN¥0.009 loss per share (down from CN¥0.04 profit in 3Q 2023). Revenue: CN¥7.35b (down 2.9% from 3Q 2023). Net loss: CN¥45.0m (down 129% from profit in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥1.58, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Forestry industry in China. Total loss to shareholders of 51% over the past three years. Aankondiging • Oct 11
Strategic Value Partners, LLC cancelled the acquisition of Nordic Paper Holding AB (publ) (OM:NPAPER) from Shanying International Holdings Co.,Ltd (SHSE:600567) and others. Strategic Value Partners, LLC proposed to acquire Nordic Paper Holding AB (publ) (OM:NPAPER) from Shanying International Holdings Co.,Ltd (SHSE:600567) and others for SEK 3.3 billion on October 11, 2024. A cash consideration valued at SEK 50 per share will be paid by Strategic Value Partners, LLC. SUTRIV Holding AB has entered into an irrevocable undertaking with offeror to accept the Offer, representing 48.16 per cent of the Company’s shares. The Offer has only limited conditionality and, inter alia, has an acceptance condition of offeror becoming the owner of shares representing at least 48% of the total number of shares in Nordic Paper, being lower than the number of shares that are subject to the Irrevocable Commitment. Completion of the acquisition of Nordic Paper, subject to all necessary clearances, approvals, decisions and other actions from authorities or similar, including approvals from competition authorities and foreign direct investment approvals, being obtained,The acceptance period for the Offer is expected to commence on or around November 6, 2024, and end at or around December 11, 2024. BofA Securities acted as financial advisor and Advokatfirman Vinge acted as legal counsel, Ernst & Young AB provided fairness opinion to the Board of Directors of Nordic Paper.
Strategic Value Partners, LLC cancelled the acquisition of Nordic Paper Holding AB (publ) (OM:NPAPER) from Shanying International Holdings Co.,Ltd (SHSE:600567) and others on October 11, 2024. The Board of Directors’ view is that the Offer Price does not reflect the value of the Company and therefore unanimously recommends shareholders not to accept the Offer. Aankondiging • Sep 30
Shanying International Holdings Co.,Ltd to Report Q3, 2024 Results on Oct 31, 2024 Shanying International Holdings Co.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024 Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥1.66, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Forestry industry in China. Total loss to shareholders of 49% over the past three years. Reported Earnings • Sep 02
Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2024 results: EPS: CN¥0.023 (up from CN¥0.015 in 2Q 2023). Revenue: CN¥7.59b (up 2.6% from 2Q 2023). Net income: CN¥74.5m (up 6.1% from 2Q 2023). Profit margin: 1.0% (up from 0.9% in 2Q 2023). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Aug 30
Consensus EPS estimates fall by 30% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥33.7b to CN¥33.1b. EPS estimate also fell from CN¥0.142 per share to CN¥0.10 per share. Net income forecast to grow 4.4% next year vs 18% growth forecast for Forestry industry in China. Consensus price target broadly unchanged at CN¥2.04. Share price rose 3.6% to CN¥1.45 over the past week. Major Estimate Revision • Jul 11
Consensus EPS estimates fall by 13% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥0.174 to CN¥0.152. Revenue forecast unchanged from CN¥33.7b at last update. Net income forecast to grow 33% next year vs 36% growth forecast for Forestry industry in China. Consensus price target of CN¥2.07 unchanged from last update. Share price rose 2.0% to CN¥1.51 over the past week. Aankondiging • Jun 28
Shanying International Holdings Co.,Ltd to Report First Half, 2024 Results on Aug 31, 2024 Shanying International Holdings Co.,Ltd announced that they will report first half, 2024 results on Aug 31, 2024 Aankondiging • Jun 25
Shanying International Holdings Co.,Ltd (SHSE:600567) announces an Equity Buyback for CNY 700 million worth of its shares. Shanying International Holdings Co.,Ltd (SHSE:600567) announces a share repurchase program. Under the program, the company will repurchase not more than CNY 700 million worth of it’s A shares. The shares will be repurchased at a price not more than CNY 1.7 per share. The repurchased shares will be used to convert corporate bonds issued by the company that can be converted into shares. The program will be funded from company's own funds. The program will be valid for a period of 6 months until December 23, 2024. Valuation Update With 7 Day Price Move • Jun 21
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥1.33, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Forestry industry in China. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥1.34 per share. Aankondiging • May 11
Shanying International Holdings Co.,Ltd, Annual General Meeting, Jun 06, 2024 Shanying International Holdings Co.,Ltd, Annual General Meeting, Jun 06, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ma'anshan, Anhui China Price Target Changed • Apr 26
Price target decreased by 7.1% to CN¥2.14 Down from CN¥2.30, the current price target is an average from 3 analysts. New target price is 19% above last closing price of CN¥1.80. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.17 for next year compared to CN¥0.04 last year. Reported Earnings • Apr 24
Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2023 results: EPS: CN¥0.04 (up from CN¥0.52 loss in FY 2022). Revenue: CN¥29.3b (down 14% from FY 2022). Net income: CN¥156.2m (up CN¥2.41b from FY 2022). Profit margin: 0.5% (up from net loss in FY 2022). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 5.3%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Forestry industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance. Aankondiging • Mar 30
Shanying International Holdings Co.,Ltd to Report Q1, 2024 Results on Apr 30, 2024 Shanying International Holdings Co.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024 Price Target Changed • Feb 02
Price target decreased by 8.5% to CN¥2.37 Down from CN¥2.59, the current price target is an average from 3 analysts. New target price is 46% above last closing price of CN¥1.62. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥0.033 next year compared to a net loss per share of CN¥0.52 last year. Aankondiging • Dec 30
Shanying International Holdings Co.,Ltd to Report Fiscal Year 2023 Results on Apr 30, 2024 Shanying International Holdings Co.,Ltd announced that they will report fiscal year 2023 results on Apr 30, 2024 Reported Earnings • Oct 31
Third quarter 2023 earnings released: EPS: CN¥0.04 (vs CN¥0.014 loss in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.04 (up from CN¥0.014 loss in 3Q 2022). Revenue: CN¥7.56b (down 14% from 3Q 2022). Net income: CN¥154.7m (up CN¥227.9m from 3Q 2022). Profit margin: 2.0% (up from net loss in 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Forestry industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 19
Second quarter 2023 earnings: EPS and revenues miss analyst expectations Second quarter 2023 results: EPS: CN¥0.015 (up from CN¥0.018 loss in 2Q 2022). Revenue: CN¥7.40b (down 15% from 2Q 2022). Net income: CN¥70.2m (up CN¥142.1m from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Forestry industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Aankondiging • Jun 28
Shanying International Holdings Co.,Ltd to Report First Half, 2023 Results on Aug 26, 2023 Shanying International Holdings Co.,Ltd announced that they will report first half, 2023 results on Aug 26, 2023 Price Target Changed • May 19
Price target decreased by 7.4% to CN¥2.59 Down from CN¥2.80, the current price target is an average from 3 analysts. New target price is 11% above last closing price of CN¥2.34. Stock is down 17% over the past year. The company is forecast to post earnings per share of CN¥0.23 next year compared to a net loss per share of CN¥0.52 last year. Price Target Changed • May 02
Price target decreased by 15% to CN¥2.40 Down from CN¥2.82, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of CN¥2.37. Stock is down 16% over the past year. The company is forecast to post earnings per share of CN¥0.24 next year compared to a net loss per share of CN¥0.52 last year. Reported Earnings • Apr 30
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: CN¥0.52 loss per share (down from CN¥0.34 profit in FY 2021). Revenue: CN¥34.0b (up 3.0% from FY 2021). Net loss: CN¥2.26b (down 249% from profit in FY 2021). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 45% 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. Price Target Changed • Nov 16
Price target decreased to CN¥2.82 Down from CN¥3.42, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CN¥2.47. Stock is down 23% over the past year. The company is forecast to post earnings per share of CN¥0.24 for next year compared to CN¥0.34 last year. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced 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: Insufficient board refreshment. Reported Earnings • Oct 28
Third quarter 2022 earnings released: CN¥0.014 loss per share (vs CN¥0.071 profit in 3Q 2021) Third quarter 2022 results: CN¥0.014 loss per share (down from CN¥0.071 profit in 3Q 2021). Revenue: CN¥8.78b (flat on 3Q 2021). Net loss: CN¥73.2m (down 124% from profit in 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Reported Earnings • Sep 01
Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2022 results: CN¥0.018 loss per share (down from CN¥0.11 profit in 2Q 2021). Revenue: CN¥8.71b (up 4.0% from 2Q 2021). Net loss: CN¥71.9m (down 114% from profit in 2Q 2021). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 42% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Aug 31
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from CN¥0.34 to CN¥0.24 per share. Revenue forecast steady at CN¥36.2b. Net income forecast to shrink 5.0% next year vs 29% growth forecast for Forestry industry in China . Consensus price target down from CN¥3.42 to CN¥2.99. Share price was steady at CN¥2.63 over the past week. Price Target Changed • Jun 10
Price target decreased to CN¥3.42 Down from CN¥3.69, the current price target is an average from 6 analysts. New target price is 24% above last closing price of CN¥2.75. Stock is down 23% over the past year. The company is forecast to post earnings per share of CN¥0.34 for next year compared to CN¥0.34 last year. Aankondiging • Jun 08
Shanying International Holdings Co.,Ltd (SHSE:600567) announces an Equity Buyback for CNY 500 million worth of its shares. Shanying International Holdings Co.,Ltd (SHSE:600567) announces a share repurchase program. Under the program, the company will repurchase not more than CNY 500 million worth of its shares. The shares will be repurchased at a price not more than CNY 3.70 per share. The program will be valid for a period of 3 months. Reported Earnings • May 02
First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2022 results: EPS: CN¥0.044 (down from CN¥0.11 in 1Q 2021). Revenue: CN¥7.96b (up 17% from 1Q 2021). Net income: CN¥200.0m (down 58% from 1Q 2021). Profit margin: 2.5% (down from 6.9% in 1Q 2021). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 33%. Over the next year, revenue is forecast to grow 12%, compared to a 51% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced 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: Insufficient board refreshment. Reported Earnings • Apr 17
Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2021 results: EPS: CN¥0.34 (up from CN¥0.30 in FY 2020). Revenue: CN¥33.0b (up 32% from FY 2020). Net income: CN¥1.52b (up 9.7% from FY 2020). Profit margin: 4.6% (down from 5.5% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 33%. Over the next year, revenue is forecast to grow 13%, compared to a 68% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 25% 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. Price Target Changed • Jan 14
Price target decreased to CN¥3.87 Down from CN¥4.27, the current price target is an average from 8 analysts. New target price is 18% above last closing price of CN¥3.29. Stock is up 3.8% over the past year. The company is forecast to post earnings per share of CN¥0.41 for next year compared to CN¥0.30 last year. Reported Earnings • Nov 03
Third quarter 2021 earnings released: EPS CN¥0.071 (vs CN¥0.11 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¥8.85b (up 23% from 3Q 2020). Net income: CN¥302.5m (down 37% from 3Q 2020). Profit margin: 3.4% (down from 6.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Reported Earnings • Aug 25
Second quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.059 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥8.37b (up 40% from 2Q 2020). Net income: CN¥530.6m (up 96% from 2Q 2020). Profit margin: 6.3% (up from 4.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Reported Earnings • May 02
First quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.052 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥6.83b (up 78% from 1Q 2020). Net income: CN¥473.7m (up 106% from 1Q 2020). Profit margin: 6.9% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment improved over the past week After last week's 26% share price gain to CN¥3.84, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 13.3x. This compares to an average P/E of 24x in the Forestry industry in China. Total return to shareholders over the past three years is a loss of 25%. Is New 90 Day High Low • Feb 20
New 90-day high: CN¥3.49 The company is up 3.0% from its price of CN¥3.40 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.48 per share. Is New 90 Day High Low • Dec 28
New 90-day low: CN¥2.99 The company is down 4.0% from its price of CN¥3.12 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.33 per share. Is New 90 Day High Low • Nov 16
New 90-day high: CN¥3.33 The company is up 4.0% from its price of CN¥3.20 on 18 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.30 per share. Reported Earnings • Nov 01
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥1.02b, down 54% from the prior year. Total revenue was CN¥23.1b over the last 12 months, down 1.8% from the prior year. Is New 90 Day High Low • Oct 30
New 90-day low: CN¥3.06 The company is down 3.0% from its price of CN¥3.17 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.30 per share. Aankondiging • Oct 30
Shanying International Holdings Co.,Ltd to Report Q3, 2020 Results on Oct 31, 2020 Shanying International Holdings Co.,Ltd announced that they will report Q3, 2020 results on Oct 31, 2020 Is New 90 Day High Low • Oct 04
New 90-day low: CN¥3.08 The company is down 3.0% from its price of CN¥3.19 on 06 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.16 per share. Aankondiging • Sep 29
Fujian Taisheng Industrial Co., Ltd. signed an equity transfer agreement to acquire Shanying (Shanghai) Financial Leasing Co., Ltd. from Shanying International Holdings Co.,Ltd (SHSE:600567) and Cycle Link International Holdings Ltd. for CNY 560 million. Fujian Taisheng Industrial Co., Ltd. signed an equity transfer agreement to acquire Shanying (Shanghai) Financial Leasing Co., Ltd. from Shanying International Holdings Co.,Ltd (SHSE:600567) and Cycle Link International Holdings Ltd. for CNY 560 million on April 12, 2020. As per terms, consideration shall be paid in cash in two installments, one of CNY 290 million to be paid before April 29, 2020 and second installment of CNY 270 million before December 31, 2020. As of April 12, 2020, Shanying International Holdings Co.,Ltd and Cycle Link International Holdings Ltd. holds 75% and 25% stake respectively in Shanying (Shanghai) Financial Leasing Co., Ltd. Post completion, Shanying (Shanghai) Financial Leasing Co., Ltd. will cease to be the subsidiary of Shanying International Holdings Co.,Ltd. For the year ending December 31, 2019, total asset, net asset, revenue, operating profit and net profit of Shanying (Shanghai) Financial Leasing Co., Ltd. was approximately CNY 2.7 billion, approximately CNY 560 million, approximately CNY 280 million, approximately CNY 66.7 million and approximately CNY 49.6 million respectively. The transaction has been approved at 35th meeting of the 7th Directorate of the company and the 31st meeting of the 7th supervisory of the company on April 12, 2020. The transaction was approved by the shareholders of Shanying International Holdings on April 30, 2020. Aankondiging • Sep 17
Shanying International Holdings Co.,Ltd announced that it expects to receive CNY 5 billion in funding Shanying International Holdings Co.,Ltd (SHSE:600567) announced a private placement of not more than 1,378,663,756 A shares for gross proceeds of not more than CNY 5,000,000,000 on September 13, 2020. The issuance price is not less than 80% of the average price of the company's stock trading on the 20 trading days before the pricing base date. The transaction will include participation from not more than 35 investors. The securities issued in the transaction will not be transferred within 6 months from the date of completion of the issuance. The transaction has been approved at the 36th meeting of the 7th board of supervisors of the company, 40th meeting of the 7th directorate of the company, and are subject to the approval of the company's shareholders meeting and the China Securities Regulatory Commission. The approval is valid for 12 months from the date of deliberation and approval by the shareholders' meeting. Each share to be issued will have a par value of CNY 1. Aankondiging • Jul 18
Shanying International Holdings Co.,Ltd to Report First Half, 2020 Results on Aug 31, 2020 Shanying International Holdings Co.,Ltd announced that they will report first half, 2020 results on Aug 31, 2020