Reported Earnings • Apr 23
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: CN¥0.45 loss per share (further deteriorated from CN¥0.38 loss in FY 2024). Revenue: CN¥921.4m (up 44% from FY 2024). Net loss: CN¥194.8m (loss widened 17% from FY 2024). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 27% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings. Announcement • Apr 23
Dosilicon Co., Ltd., Annual General Meeting, May 14, 2026 Dosilicon Co., Ltd., Annual General Meeting, May 14, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Qingpu District, Shanghai China Announcement • Mar 30
Dosilicon Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Dosilicon Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Reported Earnings • Mar 05
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: CN¥0.45 loss per share (further deteriorated from CN¥0.38 loss in FY 2024). Revenue: CN¥921.4m (up 44% from FY 2024). Net loss: CN¥195.2m (loss widened 17% from FY 2024). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings. Announcement • Dec 26
Dosilicon Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026 Dosilicon Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026 Reported Earnings • Oct 29
Third quarter 2025 earnings released: CN¥0.081 loss per share (vs CN¥0.09 loss in 3Q 2024) Third quarter 2025 results: CN¥0.081 loss per share (improved from CN¥0.09 loss in 3Q 2024). Revenue: CN¥229.5m (up 27% from 3Q 2024). Net loss: CN¥35.2m (loss narrowed 10% from 3Q 2024). Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance. Announcement • Sep 30
Dosilicon Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Dosilicon Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Board Change • Aug 28
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Liping Chen was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Aug 25
Second quarter 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.11 loss in 2Q 2024) Second quarter 2025 results: CN¥0.12 loss per share (further deteriorated from CN¥0.11 loss in 2Q 2024). Revenue: CN¥200.7m (up 25% from 2Q 2024). Net loss: CN¥51.7m (loss widened 11% from 2Q 2024). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance. New Risk • Jul 29
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 7.7% 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. Announcement • Jun 30
Dosilicon Co., Ltd. to Report First Half, 2025 Results on Aug 23, 2025 Dosilicon Co., Ltd. announced that they will report first half, 2025 results on Aug 23, 2025 Major Estimate Revision • May 23
Consensus EPS estimates fall by 4,000% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥901.3m to CN¥827.4m. Losses expected to increase from CN¥0.01 per share to CN¥0.41. Semiconductor industry in China expected to see average net income growth of 60% next year. Consensus price target up from CN¥13.00 to CN¥20.00. Share price fell 2.3% to CN¥32.92 over the past week. Reported Earnings • Apr 24
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: CN¥0.38 loss per share (improved from CN¥0.69 loss in FY 2023). Revenue: CN¥641.0m (up 21% from FY 2023). Net loss: CN¥167.1m (loss narrowed 45% from FY 2023). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 122%. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance. Announcement • Apr 23
Dosilicon Co., Ltd., Annual General Meeting, May 15, 2025 Dosilicon Co., Ltd., Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China Announcement • Mar 28
Dosilicon Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Dosilicon Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 Reported Earnings • Mar 03
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: CN¥0.40 loss per share (improved from CN¥0.69 loss in FY 2023). Revenue: CN¥641.0m (up 21% from FY 2023). Net loss: CN¥173.8m (loss narrowed 43% from FY 2023). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 122%. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance. New Risk • Feb 21
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 8.2% 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. New Risk • Jan 12
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change). Announcement • Dec 27
Dosilicon Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025 Dosilicon Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025 Reported Earnings • Oct 29
Third quarter 2024 earnings released: CN¥0.09 loss per share (vs CN¥0.16 loss in 3Q 2023) Third quarter 2024 results: CN¥0.09 loss per share (improved from CN¥0.16 loss in 3Q 2023). Revenue: CN¥180.7m (up 37% from 3Q 2023). Net loss: CN¥39.2m (loss narrowed 45% from 3Q 2023). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Announcement • Sep 30
Dosilicon Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024 Dosilicon Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024 New Risk • Sep 09
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 6.8% 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. Reported Earnings • Aug 24
Second quarter 2024 earnings released: CN¥0.11 loss per share (vs CN¥0.09 loss in 2Q 2023) Second quarter 2024 results: CN¥0.11 loss per share (further deteriorated from CN¥0.09 loss in 2Q 2023). Revenue: CN¥160.0m (up 38% from 2Q 2023). Net loss: CN¥46.6m (loss widened 14% from 2Q 2023). Announcement • Jul 11
Dosilicon Co., Ltd. (SHSE:688110) announces an Equity Buyback for CNY 200 million worth of its shares. Dosilicon Co., Ltd. (SHSE:688110) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 27 per share. The purpose of the program is to maintain company value and shareholder rights. The program will be funded from the excess funds from IPO. The program will be valid for 3 months. New Risk • Jun 17
New major risk - Revenue and earnings growth Earnings have declined by 39% 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. This is currently the only risk that has been identified for the company. Announcement • Apr 21
Dosilicon Co., Ltd., Annual General Meeting, May 14, 2024 Dosilicon Co., Ltd., Annual General Meeting, May 14, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China Reported Earnings • Apr 20
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: CN¥0.69 loss per share (down from CN¥0.42 profit in FY 2022). Revenue: CN¥530.6m (down 54% from FY 2022). Net loss: CN¥306.2m (down 265% from profit in FY 2022). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 176%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Semiconductor industry in China. Announcement • Mar 29
Dosilicon Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Dosilicon Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Reported Earnings • Feb 26
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: CN¥0.69 loss per share (down from CN¥0.42 profit in FY 2022). Revenue: CN¥532.9m (down 54% from FY 2022). Net loss: CN¥306.0m (down 265% from profit in FY 2022). Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) also missed analyst estimates by 176%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China. Reported Earnings • Nov 01
Third quarter 2023 earnings released: CN¥0.16 loss per share (vs CN¥0.12 profit in 3Q 2022) Third quarter 2023 results: CN¥0.16 loss per share (down from CN¥0.12 profit in 3Q 2022). Revenue: CN¥131.5m (down 44% from 3Q 2022). Net loss: CN¥71.2m (down 226% from profit in 3Q 2022). Reported Earnings • Aug 26
Second quarter 2023 earnings released: CN¥0.09 loss per share (vs CN¥0.24 profit in 2Q 2022) Second quarter 2023 results: CN¥0.09 loss per share (down from CN¥0.24 profit in 2Q 2022). Revenue: CN¥115.8m (down 69% from 2Q 2022). Net loss: CN¥40.7m (down 139% from profit in 2Q 2022). Announcement • Jun 28
Dosilicon Co., Ltd. to Report First Half, 2023 Results on Aug 26, 2023 Dosilicon Co., Ltd. announced that they will report first half, 2023 results on Aug 26, 2023 Announcement • May 11
Dosilicon Co., Ltd. (SHSE:688110) announces an Equity Buyback for CNY 200 million worth of its shares. Dosilicon Co., Ltd. (SHSE:688110) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its shares. The shares will be repurchased at a price not more than CNY 40 per share. Repurchases will be funded using excess funds obtained from the initial public offering of common shares. All the shares repurchased will be used for employee stock ownership and/or equity incentive plans The program will be valid for 12 months. Valuation Update With 7 Day Price Move • Apr 27
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥33.22, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 35x in the Semiconductor industry in China. Total returns to shareholders of 24% over the past year. Reported Earnings • Apr 15
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: EPS: CN¥0.42 (down from CN¥0.77 in FY 2021). Revenue: CN¥1.15b (up 1.0% from FY 2021). Net income: CN¥185.4m (down 29% from FY 2021). Profit margin: 16% (down from 23% in FY 2021). Revenue missed analyst estimates by 8.8%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥32.37, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 37x in the Semiconductor industry in China. Total loss to shareholders of 10.0% over the past year. Reported Earnings • Mar 01
Full year 2022 earnings released: EPS: CN¥0.42 (vs CN¥0.77 in FY 2021) Full year 2022 results: EPS: CN¥0.42 (down from CN¥0.77 in FY 2021). Revenue: CN¥1.15b (up 1.3% from FY 2021). Net income: CN¥84.5m (down 68% from FY 2021). Profit margin: 7.4% (down from 23% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Semiconductor industry in China. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Joseph Xie was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.27 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.27 in 3Q 2021). Revenue: CN¥234.0m (down 29% from 3Q 2021). Net income: CN¥56.4m (down 36% from 3Q 2021). Profit margin: 24% (down from 27% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China. Reported Earnings • Aug 29
Second quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.27 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.24. Revenue: CN¥369.3m (up 12% from 2Q 2021). Net income: CN¥104.5m (up 19% from 2Q 2021). Profit margin: 28% (up from 27% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 33%, compared to a 46% growth forecast for the Semiconductor industry in China. Valuation Update With 7 Day Price Move • Aug 08
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥37.14, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 42x in the Semiconductor industry in China. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment improved over the past week After last week's 17% share price gain to CN¥38.98, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 36x in the Semiconductor industry in China. Reported Earnings • Apr 27
Full year 2021 earnings released: EPS: CN¥0.77 (vs CN¥0.06 in FY 2020) Full year 2021 results: EPS: CN¥0.77 (up from CN¥0.06 in FY 2020). Revenue: CN¥1.13b (up 45% from FY 2020). Net income: CN¥261.8m (up CN¥242.3m from FY 2020). Profit margin: 23% (up from 2.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 41%, compared to a 44% growth forecast for the industry in China.