Board Change • May 20
High number of new directors Non-Independent Director William Kaz Piotrowski was the last director to join the board, commencing their role in 2025. Aankondiging • Apr 29
Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026 Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China Aankondiging • Mar 31
Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026 Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026 Aankondiging • Dec 31
Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026 Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026 Aankondiging • Nov 01
Luyang Energy-Saving Materials Co., Ltd. Announces Board Elections Luyang Energy-Saving Materials Co., Ltd. at its Extraordinary General Meeting of 2025 held on 30 October 2025, approved the election Jason Daniel Merszei, Martin Paul Melhorn and William Kaz Piotrowski as non-independent directors. The company approved Su Liyun and Jiang Hong as independent director. Aankondiging • Sep 30
Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Aankondiging • Jul 02
Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025 Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025 Aankondiging • Apr 28
Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025 Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China Aankondiging • Mar 31
Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025 Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025 Aankondiging • Dec 31
Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025 Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025 Reported Earnings • Oct 31
Third quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.28 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.28 in 3Q 2023). Revenue: CN¥926.8m (up 13% from 3Q 2023). Net income: CN¥134.8m (down 5.7% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥11.19, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share. Aankondiging • Sep 30
Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 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¥11.47, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share. Reported Earnings • Aug 31
Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.30 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.24 (down from CN¥0.30 in 2Q 2023). Revenue: CN¥912.5m (up 2.4% from 2Q 2023). Net income: CN¥124.5m (down 16% from 2Q 2023). Profit margin: 14% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Buy Or Sell Opportunity • Jul 02
Now 70% overvalued Over the last 90 days, the stock has fallen 22% to CN¥12.35. The fair value is estimated to be CN¥7.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 46% in the next 2 years. Aankondiging • Jun 29
Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024 Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024 Buy Or Sell Opportunity • Jun 19
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 17% to CN¥12.87. The fair value is estimated to be CN¥16.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 47% in the next 2 years. Declared Dividend • Jun 08
Dividend of CN¥0.80 announced Dividend of CN¥0.80 is the same as last year. Ex-date: 14th June 2024 Payment date: 14th June 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Jun 08
Luyang Energy-Saving Materials Co., Ltd. Announces Final Dividend on A Shares for the Year 2023, Payable on 14 June 2024 Luyang Energy-Saving Materials Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 8.00000000 on A shares for the year 2023. Record date is 13 June 2024. Ex-date is 14 June 2024. Payment date is 14 June 2024. Aankondiging • Apr 29
Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024 Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China Buy Or Sell Opportunity • Apr 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 11% to CN¥12.48. The fair value is estimated to be CN¥15.64, however this is not to be taken as a buy 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 23% in 2 years. Earnings are forecast to grow by 36% in the next 2 years. Valuation Update With 7 Day Price Move • Apr 11
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥13.27, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.64 per share. Aankondiging • Mar 30
Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024 Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024 Aankondiging • Dec 30
Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024 Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024 Reported Earnings • Oct 29
Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.29 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.28 (down from CN¥0.29 in 3Q 2022). Revenue: CN¥821.9m (down 4.5% from 3Q 2022). Net income: CN¥142.9m (down 2.5% from 3Q 2022). Profit margin: 17% (in line with 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Board Change • Oct 18
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Qing Bin Zhu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 22
Second quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.39 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.30 (down from CN¥0.39 in 2Q 2022). Revenue: CN¥890.7m (down 5.2% from 2Q 2022). Net income: CN¥148.9m (down 24% from 2Q 2022). Profit margin: 17% (down from 21% in 2Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Aankondiging • Jul 01
Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2023 Results on Aug 22, 2023 Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2023 results on Aug 22, 2023 Reported Earnings • Apr 29
First quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.24 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.19 (down from CN¥0.24 in 1Q 2022). Revenue: CN¥667.3m (up 2.2% from 1Q 2022). Net income: CN¥98.6m (down 19% from 1Q 2022). Profit margin: 15% (down from 19% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Board Change • Nov 16
High number of new and inexperienced directors There are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Non-Employee Representative Supervisor Xiaoming Li is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.28 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.29 (up from CN¥0.28 in 3Q 2021). Revenue: CN¥861.0m (up 2.8% from 3Q 2021). Net income: CN¥146.5m (flat on 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Reported Earnings • Aug 27
Second quarter 2022 earnings released: EPS: CN¥0.39 (vs CN¥0.28 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.39 (up from CN¥0.28 in 2Q 2021). Revenue: CN¥940.0m (up 13% from 2Q 2021). Net income: CN¥196.7m (up 36% from 2Q 2021). Profit margin: 21% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 39% growth forecast for the Chemicals industry in China. Valuation Update With 7 Day Price Move • May 07
Investor sentiment improved over the past week After last week's 21% share price gain to CN¥19.18, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Chemicals industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.76 per share. Reported Earnings • Apr 30
First quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.23 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.23 in 1Q 2021). Revenue: CN¥653.2m (up 6.7% from 1Q 2021). Net income: CN¥121.6m (up 6.9% from 1Q 2021). Profit margin: 19% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 18%, compared to a 43% growth forecast for the industry in China. Board Change • Apr 27
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Supervisor Yonghua Guo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Apr 16
Full year 2021 earnings released: EPS: CN¥1.06 (vs CN¥0.74 in FY 2020) Full year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment deteriorated over the past week After last week's 15% share price decline to CN¥14.11, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Chemicals industry in China. Buying Opportunity • Apr 10
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be CN¥20.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 33% in the next 2 years. Buying Opportunity • Mar 05
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be CN¥21.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years. Reported Earnings • Feb 21
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 12%, compared to a 46% growth forecast for the industry in China. Board Change • Feb 16
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Supervisor Yonghua Guo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.