New Risk • May 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 10% 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. This is currently the only risk that has been identified for the company. Aankondiging • Apr 24
Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2026 Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2026, at 14:30 China Standard Time. Location: 5F, Office Building, No. 2990, Taidong Road, Huangdai Town, Xiangcheng District, Suzhou, Jiangsu China Aankondiging • Mar 31
Talant Optronics (Suzhou) Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026 Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026 New Risk • Mar 08
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 8.1% 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. This is currently the only risk that has been identified for the company. Aankondiging • Dec 31
Talant Optronics (Suzhou) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026 Talant Optronics (Suzhou) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026 Board Change • Dec 12
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Deputy GM & Non-Independent Director Hongjun Li was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 30
Third quarter 2025 earnings released: EPS: CN¥0.089 (vs CN¥0.042 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.089 (up from CN¥0.042 in 3Q 2024). Revenue: CN¥150.8m (down 13% from 3Q 2024). Net income: CN¥10.1m (up 106% from 3Q 2024). Profit margin: 6.7% (up from 2.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Oct 14
Talant Optronics (Suzhou) Co., Ltd. Approves Board Elections Talant Optronics (Suzhou) Co., Ltd. announced at extraordinary general meeting of 2025 held on 10 October 2025, the shareholders approved election of Li Hongjun as non-independent director and Zhu Chengjian, Yang Junhui and Li Jiehui as independent directors of the company. Aankondiging • Sep 30
Talant Optronics (Suzhou) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025 Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025 Reported Earnings • Aug 31
Second quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.088 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.09. Revenue: CN¥150.1m (down 12% from 2Q 2024). Net income: CN¥9.70m (down 2.1% from 2Q 2024). Profit margin: 6.5% (up from 5.8% in 2Q 2024). The increase in margin was driven by lower expenses. New Risk • Aug 25
New major risk - Revenue and earnings growth Earnings have declined by 57% 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 Earnings have declined by 57% per year over the past 5 years. High level of non-cash earnings (33% accrual ratio). Aankondiging • Jul 02
Talant Optronics (Suzhou) Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025 Talant Optronics (Suzhou) Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025 Declared Dividend • May 24
Dividend reduced to CN¥0.05 Dividend of CN¥0.05 is 58% lower than last year. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.8%. New Risk • May 03
New major risk - Revenue and earnings growth Earnings have declined by 62% 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 62% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Aankondiging • Apr 25
Talant Optronics (Suzhou) Co., Ltd. Proposes Final Cash Dividend for 2024 Talant Optronics (Suzhou) Co., Ltd. proposed final cash dividend of CNY 0.50000000 per 10 shares (tax included) for 2024. Reported Earnings • Apr 24
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: CN¥0.25 (up from CN¥0.09 in FY 2023). Revenue: CN¥654.1m (up 9.7% from FY 2023). Net income: CN¥27.1m (up 207% from FY 2023). Profit margin: 4.1% (up from 1.5% in FY 2023). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance. Aankondiging • Apr 24
Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2025 Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 14, 2025, at 14:30 China Standard Time. Location: 5F, Office Building, No. 2990, Taidong Road, Huangdai Town, Xiangcheng District, Suzhou, Jiangsu China Aankondiging • Mar 31
Talant Optronics (Suzhou) Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025 Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025 Aankondiging • Dec 31
Talant Optronics (Suzhou) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025 Talant Optronics (Suzhou) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025 Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.07 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.07 in 3Q 2023). Revenue: CN¥173.0m (up 3.2% from 3Q 2023). Net income: CN¥4.90m (down 31% from 3Q 2023). Profit margin: 2.8% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance. New Risk • Sep 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 6.9% 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: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Aankondiging • Sep 30
Talant Optronics (Suzhou) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Reported Earnings • Aug 23
Second quarter 2024 earnings released: EPS: CN¥0.088 (vs CN¥0.029 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.088 (up from CN¥0.029 in 2Q 2023). Revenue: CN¥171.3m (up 17% from 2Q 2023). Net income: CN¥9.91m (up 235% from 2Q 2023). Profit margin: 5.8% (up from 2.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance. Aankondiging • Jun 29
Talant Optronics (Suzhou) Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024 Talant Optronics (Suzhou) Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024 New Risk • May 27
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 11% 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 (11% average weekly change). Earnings have declined by 54% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Aankondiging • Apr 19
Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 08, 2024 Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, May 08, 2024, at 14:30 China Standard Time. Location: 5F, No. 2990, Taidong Road, Huangdai Town, Xiangcheng District, Suzhou, Jiangsu China Reported Earnings • Apr 18
Full year 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.26 in FY 2022) Full year 2023 results: EPS: CN¥0.09 (down from CN¥0.26 in FY 2022). Revenue: CN¥596.4m (down 8.7% from FY 2022). Net income: CN¥8.84m (down 68% from FY 2022). Profit margin: 1.5% (down from 4.2% in FY 2022). New Risk • Apr 01
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 12% 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 (12% average weekly change). Earnings have declined by 26% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Aankondiging • Mar 30
Talant Optronics (Suzhou) Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024 Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024 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 7.5% 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 26% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Board Change • Jan 19
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Supervisor Feng Lu was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. New Risk • Jan 15
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.9% 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 Earnings have declined by 26% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Aankondiging • Dec 29
Talant Optronics (Suzhou) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 18, 2024 Talant Optronics (Suzhou) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 18, 2024 Reported Earnings • Oct 25
Third quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.041 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.07 (up from CN¥0.041 in 3Q 2022). Revenue: CN¥167.6m (up 30% from 3Q 2022). Net income: CN¥7.10m (up 67% from 3Q 2022). Profit margin: 4.2% (up from 3.3% in 3Q 2022). Aankondiging • Sep 30
Talant Optronics (Suzhou) Co., Ltd. to Report Q3, 2023 Results on Oct 25, 2023 Talant Optronics (Suzhou) Co., Ltd. announced that they will report Q3, 2023 results on Oct 25, 2023 Reported Earnings • Aug 31
Second quarter 2023 earnings released: EPS: CN¥0.029 (vs CN¥0.15 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.029 (down from CN¥0.15 in 2Q 2022). Revenue: CN¥146.9m (down 29% from 2Q 2022). Net income: CN¥2.96m (down 81% from 2Q 2022). Profit margin: 2.0% (down from 7.5% in 2Q 2022). Aankondiging • Jul 01
Talant Optronics (Suzhou) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023 Talant Optronics (Suzhou) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023 Reported Earnings • Apr 21
First quarter 2023 earnings released: EPS: CN¥0.041 (vs CN¥0.20 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.041 (down from CN¥0.20 in 1Q 2022). Revenue: CN¥136.0m (down 32% from 1Q 2022). Net income: CN¥4.23m (down 79% from 1Q 2022). Profit margin: 3.1% (down from 10% in 1Q 2022). Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: CN¥0.041 (vs CN¥0.31 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.041 (down from CN¥0.31 in 3Q 2021). Revenue: CN¥129.4m (down 43% from 3Q 2021). Net income: CN¥4.26m (down 84% from 3Q 2021). Profit margin: 3.3% (down from 12% in 3Q 2021). The decrease in margin was driven by lower revenue. Aankondiging • Oct 14
Talant Optronics (Suzhou) Co., Ltd. Announces Board Changes Talant Optronics (Suzhou) Co., Ltd. at its Extraordinary General Meeting of 2022 on 12 October 2022 appointed Mei Tan, Chen Ling, Yin Yu and Su Hong as non-independent directors and Wang Qiyu as independent director. Reported Earnings • Aug 20
Second quarter 2022 earnings released: EPS: CN¥0.15 (vs CN¥0.30 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.15 (down from CN¥0.30 in 2Q 2021). Revenue: CN¥206.3m (down 7.0% from 2Q 2021). Net income: CN¥15.5m (down 34% from 2Q 2021). Profit margin: 7.5% (down from 11% in 2Q 2021). The decrease in margin was driven by lower revenue. Reported Earnings • Apr 27
First quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.35 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.20 (down from CN¥0.35 in 1Q 2021). Revenue: CN¥199.7m (up 1.3% from 1Q 2021). Net income: CN¥20.3m (down 25% from 1Q 2021). Profit margin: 10% (down from 14% in 1Q 2021). The decrease in margin was driven by higher expenses. Reported Earnings • Apr 03
Full year 2021 earnings released: EPS: CN¥1.07 (vs CN¥1.43 in FY 2020) Full year 2021 results: EPS: CN¥1.07 (down from CN¥1.43 in FY 2020). Revenue: CN¥889.9m (up 24% from FY 2020). Net income: CN¥92.3m (down 17% from FY 2020). Profit margin: 10% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Aankondiging • Apr 02
Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, Apr 21, 2022 Talant Optronics (Suzhou) Co., Ltd., Annual General Meeting, Apr 21, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 annual report and its summary; to consider 2021 internal control self-evaluation report; to consider 2021 annual accounts; to consider 2022 remuneration for directors; to consider 2022 remuneration for supervisors; to consider 2021 profit distribution plan; to consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; and to consider other matters. Reported Earnings • Oct 26
Third quarter 2021 earnings released: EPS CN¥0.31 (vs CN¥0.44 in 3Q 2020) The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥225.1m (flat on 3Q 2020). Net income: CN¥26.4m (down 23% from 3Q 2020). Profit margin: 12% (down from 15% in 3Q 2020).