Reported Earnings • Apr 28
Full year 2025 earnings released: CN¥1.30 loss per share (vs CN¥0.52 loss in FY 2024) Full year 2025 results: CN¥1.30 loss per share (further deteriorated from CN¥0.52 loss in FY 2024). Revenue: CN¥369.4m (down 16% from FY 2024). Net loss: CN¥125.5m (loss widened 149% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Aankondiging • Apr 28
Nanjing TDH Technology Co.,Ltd., Annual General Meeting, May 19, 2026 Nanjing TDH Technology Co.,Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: 1F, Building 2, No. 1, Lidi Road, Gulou District, Nanjing, Jiangsu China Aankondiging • Mar 31
Nanjing TDH Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026 Nanjing TDH Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026 New Risk • Jan 13
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 8.9% 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: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.9% average weekly change). Aankondiging • Dec 31
Nanjing TDH Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026 Nanjing TDH Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026 Reported Earnings • Oct 28
Third quarter 2025 earnings released: CN¥0.065 loss per share (vs CN¥0.12 loss in 3Q 2024) Third quarter 2025 results: CN¥0.065 loss per share (improved from CN¥0.12 loss in 3Q 2024). Revenue: CN¥97.9m (down 5.3% from 3Q 2024). Net loss: CN¥6.43m (loss narrowed 47% from 3Q 2024). Aankondiging • Sep 30
Nanjing TDH Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025 Nanjing TDH Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025 Board Change • Sep 01
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Chairman of the Supervisory Board Xiyong Tang is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. New Risk • Aug 29
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). Earnings have declined by 54% per year over the past 5 years. Aankondiging • Jul 02
Nanjing TDH Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025 Nanjing TDH Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025 Reported Earnings • Apr 24
First quarter 2025 earnings released: CN¥0.31 loss per share (vs CN¥0.20 loss in 1Q 2024) First quarter 2025 results: CN¥0.31 loss per share (further deteriorated from CN¥0.20 loss in 1Q 2024). Revenue: CN¥60.1m (down 29% from 1Q 2024). Net loss: CN¥30.0m (loss widened 55% from 1Q 2024). Aankondiging • Apr 24
Nanjing TDH Technology Co.,Ltd., Annual General Meeting, May 15, 2025 Nanjing TDH Technology Co.,Ltd., Annual General Meeting, May 15, 2025, at 14:30 China Standard Time. Location: 20F, Tower B, No. 16, Jihui Road, Gulou District, Nanjing, Jiangsu China New Risk • Apr 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.9% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 213% Paying a dividend despite having no free cash flows. Earnings have declined by 16% per year over the past 5 years. High level of non-cash earnings (34% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (3.1% net profit margin). Aankondiging • Mar 31
Nanjing TDH Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 24, 2025 Nanjing TDH Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025 Aankondiging • Dec 31
Nanjing TDH Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025 Nanjing TDH Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025 Reported Earnings • Oct 28
Third quarter 2024 earnings released: CN¥0.12 loss per share (vs CN¥0.056 loss in 3Q 2023) Third quarter 2024 results: CN¥0.12 loss per share (further deteriorated from CN¥0.056 loss in 3Q 2023). Revenue: CN¥103.3m (down 13% from 3Q 2023). Net loss: CN¥12.1m (loss widened 132% from 3Q 2023). Aankondiging • Sep 30
Nanjing TDH Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 28, 2024 Nanjing TDH Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024 Reported Earnings • Aug 20
Second quarter 2024 earnings released: CN¥0.18 loss per share (vs CN¥0.10 loss in 2Q 2023) Second quarter 2024 results: CN¥0.18 loss per share (further deteriorated from CN¥0.10 loss in 2Q 2023). Revenue: CN¥94.9m (down 15% from 2Q 2023). Net loss: CN¥17.3m (loss widened 63% from 2Q 2023). Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to CN¥24.45, the stock trades at a trailing P/E ratio of 79.6x. Average trailing P/E is 55x in the Software industry in China. Total loss to shareholders of 41% over the past year. Aankondiging • Jun 29
Nanjing TDH Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 20, 2024 Nanjing TDH Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 20, 2024 Declared Dividend • Jun 12
Dividend of CN¥0.50 announced Shareholders will receive a dividend of CN¥0.50. Ex-date: 18th June 2024 Payment date: 18th June 2024 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (119% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 32% to bring the payout ratio under control. However, EPS has declined by 36% over the last 3 years so the company would need to reverse this trend. New Risk • Jun 05
New major risk - Revenue and earnings growth Earnings have declined by 5.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 119% Paying a dividend despite having no free cash flows. Earnings have declined by 5.6% per year over the past 5 years. High level of non-cash earnings (42% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (5.4% net profit margin). Aankondiging • Apr 23
Nanjing TDH Technology Co.,Ltd., Annual General Meeting, May 15, 2024 Nanjing TDH Technology Co.,Ltd., Annual General Meeting, May 15, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China Reported Earnings • Apr 22
First quarter 2024 earnings released: CN¥0.28 loss per share (vs CN¥0.11 profit in 1Q 2023) First quarter 2024 results: CN¥0.28 loss per share (down from CN¥0.11 profit in 1Q 2023). Revenue: CN¥85.1m (flat on 1Q 2023). Net loss: CN¥19.3m (down 448% from profit in 1Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Software industry in China. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥28.35, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 28x in the Software industry in China. Total loss to shareholders of 60% over the past year. Aankondiging • Mar 30
Nanjing TDH Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 22, 2024 Nanjing TDH Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 22, 2024 Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥43.30, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 31x in the Software industry in China. Total loss to shareholders of 36% over the past year. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to CN¥35.34, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the Software industry in China. New Risk • Feb 05
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 7.1% 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 (74% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (10% net profit margin). Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥33.30, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Software industry in China. Aankondiging • Dec 30
Nanjing TDH Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 22, 2024 Nanjing TDH Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 22, 2024 Reported Earnings • Oct 27
Third quarter 2023 earnings released: CN¥0.079 loss per share (vs CN¥0.68 profit in 3Q 2022) Third quarter 2023 results: CN¥0.079 loss per share (down from CN¥0.68 profit in 3Q 2022). Revenue: CN¥118.4m (down 14% from 3Q 2022). Net loss: CN¥5.23m (down 115% from profit in 3Q 2022). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Reported Earnings • Aug 28
Second quarter 2023 earnings released: CN¥0.14 loss per share (vs CN¥0.15 profit in 2Q 2022) Second quarter 2023 results: CN¥0.14 loss per share (down from CN¥0.15 profit in 2Q 2022). Revenue: CN¥111.9m (up 42% from 2Q 2022). Net loss: CN¥10.6m (down 239% from profit in 2Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Aankondiging • Jul 10
Nanjing TDH Technology Co.,Ltd. Announces Board Appointments Nanjing TDH Technology Co.,Ltd. announced that at its Extraordinary General Meeting held on 06 July 2023, approved the election of Tong Jun and Cao Wei as non-independent directors; Zhu Yuelong, Ji Yang and Wu Qingchuan as independent directors; and Tang Xiyong as non-employee supervisor. Aankondiging • May 18
Nanjing Tdh Technology Co.,Ltd. Approves Cash Dividend for 2022 Nanjing TDH Technology Co.,Ltd. announced that at its AGM held on 16 May 2023, approved 2022 profit distribution plan as cash dividend/10 shares (tax included): CNY 10.00000000. Valuation Update With 7 Day Price Move • May 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥113, the stock trades at a trailing P/E ratio of 49.8x. Average trailing P/E is 78x in the Software industry in China. Reported Earnings • Apr 26
First quarter 2022 earnings released First quarter 2022 results: EPS: CN¥0.22. Net income: CN¥7.63m (up CN¥7.63m from 1Q 2021).