Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥17.05, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Retailing industry in China. Total loss to shareholders of 30% over the past three years. Announcement • Jun 30
DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026 Declared Dividend • Jun 21
Dividend of CN¥0.49 announced Shareholders will receive a dividend of CN¥0.49. Ex-date: 26th June 2026 Payment date: 26th June 2026 Dividend yield will be 5.1%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 20% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Apr 24
DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026 DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China Reported Earnings • Apr 24
First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2026 results: EPS: CN¥0.45 (up from CN¥0.40 in 1Q 2025). Revenue: CN¥6.97b (flat on 1Q 2025). Net income: CN¥511.1m (up 11% from 1Q 2025). Profit margin: 7.3% (up from 6.6% in 1Q 2025). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 10.0% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings. Announcement • Apr 23
DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million. DaShenLin Pharmaceutical Group Co., Ltd. (SHSE:603233) signed a equity transfer agreement to acquire Sipai Zhihe Technology (Guangzhou) Co., Ltd. from Sipai Healthcare Investment Group Co., Ltd. for CNY 79.1 million on April 22, 2026. The consideration is CNY 51.73 million (all PRC stamp duties in relation to this transaction shall be borne by the Seller), representing the valuation of the target and target subsidiaries and subject to adjustment. The Consideration shall be paid by the Purchaser to the Seller in five instalments and subject to the special payment arrangement: The first instalment of CNY 4.674 million shall be paid to the Seller within 15 business days after the date of the Equity Transfer Agreement; second instalment of CNY 16.2362 million shall be paid to the Seller within 15 business days after completion of the changes to effect the Disposal, third instalment of CNY 17.0828 million shall be paid to the Seller within 15 business days after completion of operational handover matters and certain qualifications confirmed by the Purchaser, fourth instalment of CNY 2.46 million shall be paid to the Seller within 15 business days after delivery of operating systems and data to the Purchaser; and the fifth instalment of CNY 7.337 million shall be paid to the Seller within 15 business days after the earlier of (a) the first anniversary of the Closing Date; or (b) the second anniversary of the date of the equity transfer agreement. Pursuant to the Equity Transfer Agreement, an amount representing no more than 50% of the third instalment attributable to specific pharmacies may be withheld by the Purchaser and an additional CNY 3.94 million may be payable depending on the status of the lease agreement entered as prescribed by the equity transfer agreement.
If any target subsidiaries are unable to operate normally following completion, the consideration shall be reduced by an amount equal to the attributed valuation of such target subsidiaries. In the event that the net assets of the target company at the closing date exceed the target net asset value of CNY 2.59 million, the consideration should be adjusted upwards to reflect the excess net asset, provided that net asset value at the closing date shall not exceed CNY 30 million and in any event, the total consideration (after any upward adjustment) shall not exceed CNY 79.14 million.
As of March 31, 2026, Sipai Zhihe Technology (Guangzhou) Co., Ltd. reported total common equity of CNY 15.08 million.
The completion of this transaction is contingent upon several key financial, operational, and structural conditions. Financially, the target company must maintain consolidated net assets of at least CNY 2.59 million and have accurate, compliant financial records. Operationally, all its subsidiaries must hold the necessary licenses and qualifications. Within 45 days after the date of the equity transfer agreement, the Reorganization should be completed and all of the target subsidiaries should become wholly-owned subsidiary of Sipai Zhihe Technology (Guangzhou) Co., Ltd.
The net proceeds from the transaction will be applied for corporate purposes and as general working capital of the group.
Ignite Capital Limited acted as financial advisor for Sipai Health. Announcement • Mar 30
DaShenLin Pharmaceutical Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Announcement • Dec 26
DaShenLin Pharmaceutical Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026 Reported Earnings • Oct 30
Third quarter 2025 earnings: EPS exceeds analyst expectations Third quarter 2025 results: EPS: CN¥0.25 (up from CN¥0.17 in 3Q 2024). Revenue: CN¥6.55b (up 2.5% from 3Q 2024). Net income: CN¥282.8m (up 41% from 3Q 2024). Profit margin: 4.3% (up from 3.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 39%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings. Announcement • Sep 30
DaShenLin Pharmaceutical Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 Price Target Changed • Sep 01
Price target increased by 7.4% to CN¥23.41 Up from CN¥21.80, the current price target is an average from 7 analysts. New target price is 38% above last closing price of CN¥16.93. Stock is up 34% over the past year. The company is forecast to post earnings per share of CN¥1.07 for next year compared to CN¥0.81 last year. Announcement • Jun 30
DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025 Declared Dividend • Jun 15
Dividend of CN¥0.31 announced Shareholders will receive a dividend of CN¥0.31. Ex-date: 19th June 2025 Payment date: 19th June 2025 Dividend yield will be 3.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 16% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Major Estimate Revision • May 02
Consensus EPS estimates fall by 16% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥32.1b to CN¥29.3b. EPS estimate also fell from CN¥1.26 per share to CN¥1.07 per share. Net income forecast to grow 32% next year vs 52% growth forecast for Consumer Retailing industry in China. Consensus price target broadly unchanged at CN¥21.43. Share price rose 12% to CN¥18.92 over the past week. Reported Earnings • Apr 27
Full year 2024 earnings released: EPS: CN¥0.81 (vs CN¥1.03 in FY 2023) Full year 2024 results: EPS: CN¥0.81 (down from CN¥1.03 in FY 2023). Revenue: CN¥26.5b (up 8.0% from FY 2023). Net income: CN¥914.8m (down 22% from FY 2023). Profit margin: 3.5% (down from 4.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Apr 26
DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2025 DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2025, at 10:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China Announcement • Mar 28
DaShenLin Pharmaceutical Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Announcement • Dec 27
DaShenLin Pharmaceutical Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025 Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥16.98, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Consumer Retailing industry in China. Total loss to shareholders of 33% over the past three years. Reported Earnings • Nov 05
Third quarter 2024 earnings: EPS misses analyst expectations Third quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.22 in 3Q 2023). Revenue: CN¥6.39b (up 11% from 3Q 2023). Net income: CN¥200.5m (down 22% from 3Q 2023). Profit margin: 3.1% (down from 4.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Major Estimate Revision • Nov 02
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥27.3b to CN¥26.9b. EPS estimate also fell from CN¥1.07 per share to CN¥0.921 per share. Net income forecast to grow 59% next year vs 61% growth forecast for Consumer Retailing industry in China. Consensus price target down from CN¥21.18 to CN¥20.38. Share price rose 6.6% to CN¥15.94 over the past week. Price Target Changed • Oct 23
Price target decreased by 11% to CN¥21.18 Down from CN¥23.74, the current price target is an average from 9 analysts. New target price is 44% above last closing price of CN¥14.68. Stock is down 36% over the past year. The company is forecast to post earnings per share of CN¥1.07 for next year compared to CN¥1.03 last year. Announcement • Sep 30
DaShenLin Pharmaceutical Group Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 DaShenLin Pharmaceutical Group 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 19% After last week's 19% share price gain to CN¥14.81, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Consumer Retailing industry in China. Total loss to shareholders of 47% over the past three years. Price Target Changed • Sep 20
Price target decreased by 7.4% to CN¥23.74 Down from CN¥25.63, the current price target is an average from 8 analysts. New target price is 90% above last closing price of CN¥12.48. Stock is down 51% over the past year. The company is forecast to post earnings per share of CN¥1.07 for next year compared to CN¥1.03 last year. Price Target Changed • Sep 11
Price target decreased by 12% to CN¥25.63 Down from CN¥29.11, the current price target is an average from 7 analysts. New target price is 100% above last closing price of CN¥12.80. Stock is down 51% over the past year. The company is forecast to post earnings per share of CN¥1.08 for next year compared to CN¥1.03 last year. Major Estimate Revision • Sep 06
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥29.1b to CN¥27.5b. EPS estimate also fell from CN¥1.24 per share to CN¥1.06 per share. Net income forecast to grow 56% next year vs 56% growth forecast for Consumer Retailing industry in China. Consensus price target down from CN¥29.11 to CN¥27.63. Share price was steady at CN¥13.42 over the past week. Price Target Changed • Sep 02
Price target decreased by 8.6% to CN¥27.91 Down from CN¥30.54, the current price target is an average from 7 analysts. New target price is 121% above last closing price of CN¥12.65. Stock is down 51% over the past year. The company is forecast to post earnings per share of CN¥1.22 for next year compared to CN¥1.03 last year. New Risk • Sep 01
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.5% Last year net profit margin: 5.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.5% net profit margin). Reported Earnings • Sep 01
Second quarter 2024 earnings: EPS and revenues miss analyst expectations Second quarter 2024 results: EPS: CN¥0.23 (down from CN¥0.38 in 2Q 2023). Revenue: CN¥6.59b (up 9.1% from 2Q 2023). Net income: CN¥259.1m (down 38% from 2Q 2023). Profit margin: 3.9% (down from 7.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.2%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings. Announcement • Jun 28
DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024 Declared Dividend • Jun 19
Dividend of CN¥0.31 announced Shareholders will receive a dividend of CN¥0.31. Ex-date: 21st June 2024 Payment date: 21st June 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • Jun 14
Less than half of directors are independent Following 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. GM & Director Guoqiang Ke was the last director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Major Estimate Revision • May 05
Consensus EPS estimates fall by 13% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥30.7b to CN¥29.5b. EPS estimate also fell from CN¥1.42 per share to CN¥1.23 per share. Net income forecast to grow 43% next year vs 54% growth forecast for Consumer Retailing industry in China. Consensus price target down from CN¥33.79 to CN¥32.99. Share price rose 2.7% to CN¥21.78 over the past week. Announcement • Apr 30
DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2024 DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 20, 2024, at 10:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China Reported Earnings • Apr 29
First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2024 results: EPS: CN¥0.35 (down from CN¥0.43 in 1Q 2023). Revenue: CN¥6.75b (up 14% from 1Q 2023). Net income: CN¥398.5m (down 20% from 1Q 2023). Profit margin: 5.9% (down from 8.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Announcement • Mar 30
DaShenLin Pharmaceutical Group Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Announcement • Dec 29
DaShenLin Pharmaceutical Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 30, 2024 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 30, 2024 Reported Earnings • Nov 01
Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.18 in 3Q 2022). Revenue: CN¥5.73b (up 12% from 3Q 2022). Net income: CN¥256.9m (up 23% from 3Q 2022). Profit margin: 4.5% (up from 4.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) exceeded analyst estimates by 1.8%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 31
Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2023 results: EPS: CN¥0.38 (up from CN¥0.28 in 2Q 2022). Revenue: CN¥6.05b (up 20% from 2Q 2022). Net income: CN¥420.7m (up 28% from 2Q 2022). Profit margin: 7.0% (up from 6.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Announcement • Jun 28
DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2023 Results on Aug 30, 2023 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2023 results on Aug 30, 2023 Reported Earnings • Apr 28
Full year 2022 earnings released: EPS: CN¥1.09 (vs CN¥0.83 in FY 2021) Full year 2022 results: EPS: CN¥1.09 (up from CN¥0.83 in FY 2021). Revenue: CN¥21.2b (up 27% from FY 2021). Net income: CN¥1.04b (up 31% from FY 2021). Profit margin: 4.9% (up from 4.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year. Price Target Changed • Jan 13
Price target increased to CN¥49.60 Up from CN¥45.10, the current price target is an average from 5 analysts. New target price is 15% above last closing price of CN¥43.19. Stock is up 21% over the past year. The company is forecast to post earnings per share of CN¥1.17 for next year compared to CN¥0.83 last year. Valuation Update With 7 Day Price Move • Jan 03
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥43.56, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 23x in the Consumer Retailing industry in China. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥62.56 per share. Price Target Changed • Dec 19
Price target increased to CN¥50.50 Up from CN¥45.10, the current price target is an average from 4 analysts. New target price is 30% above last closing price of CN¥38.88. Stock is up 30% over the past year. The company is forecast to post earnings per share of CN¥1.25 for next year compared to CN¥0.83 last year. Price Target Changed • Nov 16
Price target increased to CN¥45.10 Up from CN¥41.56, the current price target is an average from 5 analysts. New target price is 6.1% above last closing price of CN¥42.52. Stock is up 39% over the past year. The company is forecast to post earnings per share of CN¥1.24 for next year compared to CN¥0.83 last year. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (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. Price Target Changed • Nov 04
Price target increased to CN¥45.10 Up from CN¥41.56, the current price target is an average from 5 analysts. New target price is 22% above last closing price of CN¥36.88. Stock is up 12% over the past year. The company is forecast to post earnings per share of CN¥1.25 for next year compared to CN¥0.83 last year. Major Estimate Revision • Nov 03
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥20.6b to CN¥20.1b. EPS estimate also fell from CN¥1.18 per share to CN¥1.02 per share. Net income forecast to grow 39% next year vs 36% growth forecast for Consumer Retailing industry in China. Consensus price target broadly unchanged at CN¥41.76. Share price was steady at CN¥37.86 over the past week. Reported Earnings • Oct 28
Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint Third quarter 2022 results: EPS: CN¥0.22 (up from CN¥0.18 in 3Q 2021). Revenue: CN¥5.10b (up 19% from 3Q 2021). Net income: CN¥209.1m (up 21% from 3Q 2021). Profit margin: 4.1% (up from 4.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year. Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥35.54, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Consumer Retailing industry in China. Total returns to shareholders of 6.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥63.02 per share. Reported Earnings • Aug 31
Second quarter 2022 earnings: EPS and revenues exceed analyst expectations Second quarter 2022 results: EPS: CN¥0.34 (up from CN¥0.32 in 2Q 2021). Revenue: CN¥5.04b (up 26% from 2Q 2021). Net income: CN¥330.0m (up 8.2% from 2Q 2021). Profit margin: 6.5% (down from 7.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the next year, revenue is forecast to grow 24%, compared to a 17% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 01
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥34.11, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 25x in the Consumer Retailing industry in China. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.63 per share. Valuation Update With 7 Day Price Move • May 26
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥32.53, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Consumer Retailing industry in China. Total returns to shareholders of 8.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥22.67 per share. Major Estimate Revision • May 04
Consensus EPS estimates fall by 19% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥21.6b to CN¥21.1b. EPS estimate also fell from CN¥1.73 per share to CN¥1.41 per share. Net income forecast to grow 49% next year vs 29% growth forecast for Consumer Retailing industry in China. Consensus price target down from CN¥66.90 to CN¥61.50. Share price rose 10% to CN¥26.40 over the past week. Price Target Changed • Apr 29
Price target decreased to CN¥61.50 Down from CN¥66.90, the current price target is an average from 7 analysts. New target price is 133% above last closing price of CN¥26.40. Stock is down 58% over the past year. The company is forecast to post earnings per share of CN¥1.69 for next year compared to CN¥1.00 last year. Reported Earnings • Apr 28
Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2021 results: EPS: CN¥1.00 (down from CN¥1.35 in FY 2020). Revenue: CN¥16.8b (up 15% from FY 2020). Net income: CN¥791.2m (down 26% from FY 2020). Profit margin: 4.7% (down from 7.3% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) exceeded analyst estimates by 21%. Over the next year, revenue is forecast to grow 29%, compared to a 15% growth forecast for the retail industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 2 independent directors (5 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. Valuation Update With 7 Day Price Move • Dec 31
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥42.11, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 27x in the Consumer Retailing industry in China. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.44 per share. Price Target Changed • Nov 20
Price target decreased to CN¥68.88 Down from CN¥74.63, the current price target is an average from 11 analysts. New target price is 91% above last closing price of CN¥36.10. Stock is down 51% over the past year. The company is forecast to post earnings per share of CN¥1.33 for next year compared to CN¥1.35 last year. Reported Earnings • Oct 28
Third quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.35 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¥4.30b (up 21% from 3Q 2020). Net income: CN¥172.7m (down 37% from 3Q 2020). Profit margin: 4.0% (down from 7.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Price Target Changed • Aug 30
Price target decreased to CN¥80.38 Down from CN¥88.70, the current price target is an average from 7 analysts. New target price is 80% above last closing price of CN¥44.60. Stock is down 38% over the past year. Reported Earnings • Aug 30
Second quarter 2021 earnings released: EPS CN¥0.39 (vs CN¥0.41 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥4.00b (up 12% from 2Q 2020). Net income: CN¥305.1m (down 3.0% from 2Q 2020). Profit margin: 7.6% (down from 8.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥47.25, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Consumer Retailing industry in China. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥90.11 per share. Price Target Changed • Jun 11
Price target decreased to CN¥73.93 Down from CN¥88.72, the current price target is an average from 9 analysts. New target price is 38% above last closing price of CN¥53.57. Stock is down 8.2% over the past year. Reported Earnings • Apr 20
Full year 2020 earnings released: EPS CN¥1.62 (vs CN¥1.12 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥14.6b (up 31% from FY 2019). Net income: CN¥1.06b (up 51% from FY 2019). Profit margin: 7.3% (up from 6.3% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year. Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment deteriorated over the past week After last week's 15% share price decline to CN¥71.75, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 27x in the Consumer Retailing industry in China. Total returns to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥66.96 per share. Is New 90 Day High Low • Mar 09
New 90-day low: CN¥75.58 The company is down 10.0% from its price of CN¥83.73 on 09 December 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥66.96 per share. Price Target Changed • Feb 03
Price target raised to CN¥107 Up from CN¥99.63, the current price target is an average from 10 analysts. The new target price is 10% above the current share price of CN¥96.59. As of last close, the stock is up 102% over the past year. Is New 90 Day High Low • Jan 25
New 90-day high: CN¥105 The company is up 22% from its price of CN¥85.99 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥64.40 per share. Valuation Update With 7 Day Price Move • Jan 18
Investor sentiment improved over the past week After last week's 19% share price gain to CN¥91.98, the stock is trading at a trailing P/E ratio of 58.8x, up from the previous P/E ratio of 49.6x. This compares to an average P/E of 35x in the Consumer Retailing industry in China. Total returns to shareholders over the past three years are 206%. Price Target Changed • Jan 08
Price target raised to CN¥92.35 Up from CN¥82.52, the current price target is an average from 7 analysts. The new target price is 18% above the current share price of CN¥78.34. As of last close, the stock is up 75% over the past year. Is New 90 Day High Low • Jan 04
New 90-day low: CN¥76.99 The company is down 7.0% from its price of CN¥82.46 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥66.94 per share. Is New 90 Day High Low • Dec 20
New 90-day low: CN¥78.69 The company is down 2.0% from its price of CN¥80.30 on 21 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥66.94 per share. Reported Earnings • Nov 01
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥1.01b, up 50% from the prior year. Total revenue was CN¥13.6b over the last 12 months, up 28% from the prior year. Announcement • Oct 29
DaShenLin Pharmaceutical Group Co., Ltd. to Report Q3, 2020 Results on Oct 31, 2020 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report Q3, 2020 results on Oct 31, 2020 Is New 90 Day High Low • Oct 29
New 90-day high: CN¥92.06 The company is up 20% from its price of CN¥76.50 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥49.33 per share. Announcement • Jul 10
DaShenLin Pharmaceutical Group Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020 DaShenLin Pharmaceutical Group Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020