Yunnan Energy New Material Future Growth

Future criteria checks 4/6

Yunnan Energy New Material is forecast to grow earnings and revenue by 28.8% and 17.9% per annum respectively. EPS is expected to grow by 28.5% per annum. Return on equity is forecast to be 7.4% in 3 years.

Key information

28.8%

Earnings growth rate

28.5%

EPS growth rate

Chemicals earnings growth	33.7%
Revenue growth rate	17.9%
Future return on equity	7.4%
Analyst coverage	Good
Last updated	25 Sep 2024

Recent future growth updates

Recent updates

Does Yunnan Energy New Material (SZSE:002812) Have A Healthy Balance Sheet?

Sep 18

Yunnan Energy New Material Co., Ltd.'s (SZSE:002812) Low P/E No Reason For Excitement

Jul 16

Is It Too Late To Consider Buying Yunnan Energy New Material Co., Ltd. (SZSE:002812)?

Jun 26

Is Yunnan Energy New Material (SZSE:002812) A Risky Investment?

May 26

Yunnan Energy New Material's (SZSE:002812) Anemic Earnings Might Be Worse Than You Think

May 02

Some Analysts Just Cut Their Yunnan Energy New Material Co., Ltd. (SZSE:002812) Estimates

Apr 30

Investors Could Be Concerned With Yunnan Energy New Material's (SZSE:002812) Returns On Capital

Apr 14

Is Now The Time To Look At Buying Yunnan Energy New Material Co., Ltd. (SZSE:002812)?

Mar 27

Yunnan Energy New Material Co., Ltd. (SZSE:002812) Shares Could Be 27% Below Their Intrinsic Value Estimate

Mar 13

Earnings and Revenue Growth Forecasts

SZSE:002812 - Analysts future estimates and past financials data (CNY Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	16,874	2,312	N/A	3,594	11
12/31/2025	15,286	1,998	214	3,508	16
12/31/2024	11,502	766	-1,177	3,770	11
6/30/2024	11,257	1,413	-2,915	2,950	N/A
3/31/2024	11,801	2,036	-3,980	2,397	N/A
12/31/2023	12,042	2,527	-5,156	2,667	N/A
9/30/2023	12,405	2,928	-3,090	2,689	N/A
6/30/2023	12,403	3,385	-5,483	1,222	N/A
3/31/2023	12,567	3,734	-4,927	1,050	N/A
1/1/2023	12,591	4,000	-4,754	504	N/A
9/30/2022	11,923	4,188	-4,161	1,813	N/A
6/30/2022	10,345	3,687	-3,061	1,728	N/A
3/31/2022	9,132	3,201	-3,529	1,402	N/A
1/1/2022	7,982	2,718	-2,577	1,419	N/A
9/30/2021	7,041	2,228	-3,042	1,266	N/A
6/30/2021	6,236	1,844	-2,358	1,098	N/A
3/31/2021	5,173	1,409	-1,491	1,218	N/A
12/31/2020	4,283	1,116	-1,613	1,055	N/A
9/30/2020	3,635	862	-823	820	N/A
6/30/2020	3,222	782	-1,343	847	N/A
3/31/2020	3,056	776	-1,402	873	N/A
12/31/2019	3,160	850	-1,356	763	N/A
9/30/2019	2,942	828	-1,441	663	N/A
6/30/2019	2,861	746	-1,426	401	N/A
3/31/2019	2,683	651	-1,360	297	N/A
12/31/2018	2,457	518	-1,220	171	N/A
9/30/2018	2,158	397	-1,727	-592	N/A
6/30/2018	2,123	352	-1,618	113	N/A
3/31/2018	2,304	426	N/A	95	N/A
12/31/2017	2,114	368	N/A	260	N/A
9/30/2017	1,919	349	N/A	645	N/A
6/30/2017	1,601	267	N/A	154	N/A
3/31/2017	1,169	160	N/A	113	N/A
12/31/2016	1,146	165	N/A	111	N/A
9/30/2016	1,133	164	N/A	136	N/A
12/31/2015	1,131	150	N/A	187	N/A
12/31/2014	1,217	128	N/A	149	N/A
12/31/2013	1,127	125	N/A	146	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 002812's forecast earnings growth (28.8% per year) is above the savings rate (2.9%).

Earnings vs Market: 002812's earnings (28.8% per year) are forecast to grow faster than the CN market (22.9% per year).

High Growth Earnings: 002812's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: 002812's revenue (17.9% per year) is forecast to grow faster than the CN market (13.1% per year).

High Growth Revenue: 002812's revenue (17.9% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 002812's Return on Equity is forecast to be low in 3 years time (7.4%).

Yunnan Energy New Material Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Price target decreased by 12% to CN¥35.58

Consensus revenue estimates fall by 14%

Consensus EPS estimates fall by 11%

Price target decreased by 7.1% to CN¥42.61

Price target decreased by 7.1% to CN¥46.36

Consensus EPS estimates increase by 55%

Recent updates

Investor sentiment improves as stock rises 26%

Price target decreased by 12% to CN¥35.58

Does Yunnan Energy New Material (SZSE:002812) Have A Healthy Balance Sheet?

Consensus revenue estimates fall by 14%

Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

Consensus EPS estimates fall by 11%

Price target decreased by 7.1% to CN¥42.61

Price target decreased by 7.1% to CN¥46.36

Yunnan Energy New Material Co., Ltd.'s (SZSE:002812) Low P/E No Reason For Excitement

Yunnan Energy New Material Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024

Is It Too Late To Consider Buying Yunnan Energy New Material Co., Ltd. (SZSE:002812)?

Yunnan Energy New Material Co., Ltd. Announces 2023 Final Distribution on A Shares, Payable on 03 June 2024

Is Yunnan Energy New Material (SZSE:002812) A Risky Investment?

Consensus EPS estimates increase by 55%

Price target decreased by 12% to CN¥48.98

Yunnan Energy New Material's (SZSE:002812) Anemic Earnings Might Be Worse Than You Think

Consensus revenue estimates decrease by 13%

Some Analysts Just Cut Their Yunnan Energy New Material Co., Ltd. (SZSE:002812) Estimates

Yunnan Energy New Material Co., Ltd. Proposes Final Cash Dividend for the Year 2023

Yunnan Energy New Material Co., Ltd., Annual General Meeting, May 16, 2024

First quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.73 in 1Q 2023)

Investors Could Be Concerned With Yunnan Energy New Material's (SZSE:002812) Returns On Capital

Yunnan Energy New Material Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024

Is Now The Time To Look At Buying Yunnan Energy New Material Co., Ltd. (SZSE:002812)?

Price target decreased by 17% to CN¥62.82

Yunnan Energy New Material Co., Ltd. (SZSE:002812) Shares Could Be 27% Below Their Intrinsic Value Estimate

Price target decreased by 10% to CN¥75.74

Yunnan Energy New Material Co., Ltd. (SZSE:002812) announces an Equity Buyback for CNY 200 million worth of its shares.

Investor sentiment deteriorates as stock falls 15%

Now 22% undervalued after recent price drop

Yunnan Energy New Material Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

New minor risk - Share price stability

Price target decreased by 7.0% to CN¥92.77

Yunnan Energy New Material Co., Ltd. (SZSE:002812) announces an Equity Buyback for CNY 500 million worth of its shares.

Yunnan Energy New Material Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023

Yunnan Energy New Material Co., Ltd. Announces Interim Cash Dividend for A Shares for the Year 2023, Payable on 21 September 2023

Yunnan Energy New Material Co., Ltd. Approves 2023 Interim Profit Distribution Plan

High number of new directors

Consensus revenue estimates fall by 12%

Yunnan Energy New Material Co., Ltd. Proposes Profit Distribution for the First Half of 2023

Price target decreased by 14% to CN¥117

Price target decreased by 14% to CN¥117

Second quarter 2023 earnings: EPS and revenues miss analyst expectations

Investor sentiment deteriorates as stock falls 18%

Now 22% undervalued after recent price drop

Yunnan Energy New Material Co., Ltd. Approves Zhai Jun and Xiang Ming as Directors

Yunnan Energy New Material Co., Ltd. to Report First Half, 2023 Results on Aug 24, 2023

Price target decreased by 15% to CN¥148

Yunnan Energy New Material Co., Ltd. (SZSE:002812) announces an Equity Buyback for CNY 150 million worth of its shares.

First quarter 2023 earnings released: EPS: CN¥0.73 (vs CN¥1.03 in 1Q 2022)

Now 23% undervalued after recent price drop

Price target decreased by 16% to CN¥174

Now 20% undervalued after recent price drop

Consensus EPS estimates fall by 12%

Price target decreased by 8.5% to CN¥209

Full year 2022 earnings: EPS and revenues miss analyst expectations

Investor sentiment improved over the past week

High number of new and inexperienced directors

Investor sentiment improved over the past week

Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

High number of new and inexperienced directors

Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat

High number of new and inexperienced directors

Yunnan Energy New Material Co., Ltd. Announces Final Cash Dividend Proposal for 2021

Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind

Price target increased to CN¥351

Third quarter 2021 earnings released: EPS CN¥0.79 (vs CN¥0.39 in 3Q 2020)

Price target increased to CN¥313