Announcement • Jun 30
Yes Optoelectronics (Group) Co., Ltd. to Report First Half, 2026 Results on Aug 26, 2026 Yes Optoelectronics (Group) Co., Ltd. announced that they will report first half, 2026 results on Aug 26, 2026 Board Change • Jun 25
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Non-Independent Director Lingxue Jia was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 33% per year over the past 5 years. Minor Risk Large one-off items impacting financial results. Declared Dividend • May 27
Dividend of CN¥0.05 announced Dividend of CN¥0.05 is the same as last year. Ex-date: 1st June 2026 Payment date: 1st June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 44% to shift the payout ratio to a potentially unsustainable range, which is more than the 29% EPS decline seen over the last 5 years. Reported Earnings • Apr 27
Full year 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.10 in FY 2024) Full year 2025 results: EPS: CN¥0.07 (down from CN¥0.10 in FY 2024). Revenue: CN¥925.3m (up 28% from FY 2024). Net income: CN¥10.7m (down 36% from FY 2024). Profit margin: 1.2% (down from 2.3% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance. Announcement • Apr 27
Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 19, 2026 Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Anshan, Liaoning China New Risk • Apr 06
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 8.3% 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 29% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin). Announcement • Mar 31
Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026 Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026 Announcement • Dec 31
Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026 Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 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. Non-Employee Supervisor Xingping Sun was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. New Risk • Oct 29
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: 1.4% Last year net profit margin: 3.1% 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: Major Risk Earnings have declined by 29% 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 (1.4% net profit margin). Reported Earnings • Oct 29
Third quarter 2025 earnings released: EPS: CN¥0.044 (vs CN¥0.052 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.044 (down from CN¥0.052 in 3Q 2024). Revenue: CN¥236.2m (up 23% from 3Q 2024). Net income: CN¥7.12m (down 16% from 3Q 2024). Profit margin: 3.0% (down from 4.4% in 3Q 2024). 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. Announcement • Sep 30
Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Reported Earnings • Aug 26
Second quarter 2025 earnings released: EPS: CN¥0.005 (vs CN¥0.004 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.005 (up from CN¥0.004 in 2Q 2024). Revenue: CN¥237.7m (up 29% from 2Q 2024). Net income: CN¥921.1k (up 35% from 2Q 2024). Profit margin: 0.4% (in line with 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance. Announcement • Jul 02
Yes Optoelectronics (Group) Co., Ltd. to Report First Half, 2025 Results on Aug 25, 2025 Yes Optoelectronics (Group) Co., Ltd. announced that they will report first half, 2025 results on Aug 25, 2025 Declared Dividend • May 26
Dividend reduced to CN¥0.05 Dividend of CN¥0.05 is 38% lower than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.3%. Payout Ratios Payout ratio: 62%. Cash payout ratio: 18%. New Risk • May 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: 2.3% Last year net profit margin: 3.5% 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: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.3% net profit margin). Reported Earnings • Apr 25
Full year 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.14 in FY 2023) Full year 2024 results: EPS: CN¥0.10 (down from CN¥0.14 in FY 2023). Revenue: CN¥724.0m (up 9.0% from FY 2023). Net income: CN¥16.8m (down 28% from FY 2023). Profit margin: 2.3% (down from 3.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Announcement • Apr 25
Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 16, 2025 Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 16, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Anshan, Liaoning China Announcement • Mar 31
Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025 Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025 New Risk • Jan 07
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 10% 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 16% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.1% net profit margin). Announcement • Dec 31
Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025 Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025 Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥22.30, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 40x in the Tech industry in China. Total returns to shareholders of 84% over the past three years. Announcement • Sep 30
Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥24.91, the stock trades at a trailing P/E ratio of 72.4x. Average trailing P/E is 35x in the Tech industry in China. Total returns to shareholders of 104% over the past three years. Buy Or Sell Opportunity • Aug 16
Now 30% overvalued after recent price rise Over the last 90 days, the stock has risen 5.4% to CN¥27.50. The fair value is estimated to be CN¥21.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%. Valuation Update With 7 Day Price Move • Aug 14
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥22.73, the stock trades at a trailing P/E ratio of 66x. Average trailing P/E is 33x in the Tech industry in China. Total returns to shareholders of 82% over the past three years. New Risk • Jul 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 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 Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). 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 (7.0% net profit margin). Buy Or Sell Opportunity • Jul 05
Now 4.7% overvalued Over the last 90 days, the stock has fallen 29% to CN¥19.22. The fair value is estimated to be CN¥18.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%. Announcement • Jun 29
Yes Optoelectronics (Group) Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024 Yes Optoelectronics (Group) Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024 Buy Or Sell Opportunity • Jun 18
Now 20% overvalued Over the last 90 days, the stock has fallen 34% to CN¥22.08. The fair value is estimated to be CN¥18.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%. Declared Dividend • May 27
Dividend of CN¥0.08 announced Shareholders will receive a dividend of CN¥0.08. Ex-date: 31st May 2024 Payment date: 31st May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.3%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio). However, it is covered by cash flows (89% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 31% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend. Announcement • May 25
Yes Optoelectronics (Group) Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 31 May 2024 Yes Optoelectronics (Group) Co., Ltd. announced 2023 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 0.80000000. Record date: 30 May 2024. Ex-date: 31 May 2024. Payment date: 31 May 2024. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥27.25, the stock trades at a trailing P/E ratio of 79.2x. Average trailing P/E is 41x in the Tech industry in China. Total returns to shareholders of 115% over the past three years. New Risk • May 14
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. 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 4.0% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (7.0% net profit margin). Announcement • Apr 30
Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 20, 2024 Yes Optoelectronics (Group) Co., Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Anshan, Liaoning China Buy Or Sell Opportunity • Apr 17
Now 29% overvalued Over the last 90 days, the stock has fallen 38% to CN¥23.39. The fair value is estimated to be CN¥18.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 7.3%. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥21.46, the stock trades at a trailing P/E ratio of 62.4x. Average trailing P/E is 44x in the Tech industry in China. Total returns to shareholders of 55% over the past three years. Announcement • Mar 30
Yes Optoelectronics (Group) Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024 Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024 Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to CN¥26.29, the stock trades at a trailing P/E ratio of 76.4x. Average trailing P/E is 50x in the Tech industry in China. Total returns to shareholders of 89% over the past three years. Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to CN¥26.42, the stock trades at a trailing P/E ratio of 76.8x. Average trailing P/E is 40x in the Tech industry in China. Total returns to shareholders of 105% over the past three years. Board Change • Jan 24
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. 3 non-independent directors. Independent Director Xiaodong Zhang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. New Risk • Jan 06
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: 7.0% Last year net profit margin: 12% 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: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 4.0% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (7.0% net profit margin). Announcement • Dec 29
Yes Optoelectronics (Group) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024 Yes Optoelectronics (Group) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024 Valuation Update With 7 Day Price Move • Dec 27
Investor sentiment improves as stock rises 61% After last week's 61% share price gain to CN¥32.04, the stock trades at a trailing P/E ratio of 40.4x. Average trailing P/E is 52x in the Tech industry in China. Total returns to shareholders of 124% over the past three years. Valuation Update With 7 Day Price Move • Dec 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥19.28, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 49x in the Tech industry in China. Total returns to shareholders of 11% over the past three years. Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥19.15, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 49x in the Tech industry in China. Total returns to shareholders of 18% over the past three years. New Risk • Nov 17
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 6.5% 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 0.06% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Dividend is not well covered by cash flows (364% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). New Risk • Nov 12
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.06% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Dividend is not well covered by cash flows (364% cash payout ratio). Announcement • Sep 30
Yes Optoelectronics (Group) Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023 Yes Optoelectronics (Group) Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023 Announcement • May 24
Yes Optoelectronics (Group) Co., Ltd. Approves Cash Dividend for the Year of 2022 Yes Optoelectronics (Group) Co., Ltd. approved cash dividend of CNY 4.00000000 per ten shares for the year of 2022, at its Annual General Meeting of 2022 on 19 May 2023. Board Change • Nov 16
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Supervior Chang Huang 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. Valuation Update With 7 Day Price Move • Nov 01
Investor sentiment deteriorated over the past week After last week's 18% share price decline to CN¥18.11, the stock trades at a trailing P/E ratio of 41.7x. Average trailing P/E is 42x in the Tech industry in China. Total loss to shareholders of 7.1% over the past three years. Valuation Update With 7 Day Price Move • Oct 17
Investor sentiment improved over the past week After last week's 19% share price gain to CN¥19.18, the stock trades at a trailing P/E ratio of 44.1x. Average trailing P/E is 36x in the Tech industry in China. Total loss to shareholders of 14% over the past three years. Valuation Update With 7 Day Price Move • Oct 03
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥16.30, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 34x in the Tech industry in China. Total loss to shareholders of 30% over the past three years. Valuation Update With 7 Day Price Move • Jul 13
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥14.20, the stock trades at a trailing P/E ratio of 54.8x. Average trailing P/E is 45x in the Tech industry in China. Total loss to shareholders of 43% over the past three years. Announcement • May 29
Yes Optoelectronics (Group) Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2021, Payable on 6 June 2022 Yes Optoelectronics (Group) Co., Ltd. announced final Cash dividend/10 shares (tax included) (A shares) of CNY 1.60635300 for the year 2021. Record date: 02 June 2022. Ex-date: 06 June 2022. Payment date: 06 June 2022. Announcement • May 21
Yes Optoelectronics (Group) Co., Ltd. Approves Cash Dividend Yes Optoelectronics (Group) Co., Ltd. held its Annual General Meeting of 2021 on 19 May 2022, during which it approved: Cash dividend/10 shares (tax included): CNY 1.60000000. Valuation Update With 7 Day Price Move • May 09
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥12.79, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 39x in the Tech industry in China. Total loss to shareholders of 43% over the past three years. Board Change • Apr 27
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. Supervior Chang Huang 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. Announcement • May 29
Yes Optoelectronics (Group) Co., Ltd. Announces Cash Dividend for the Year 2020, Payable on June 4, 2021 Yes Optoelectronics (Group) Co., Ltd. announced cash dividend per 10 shares (tax included) of CNY 3.00000000 for the year 2020, payable on June 4, 2021. Record date is June 3, 2021 and ex-date is June 4, 2021. Announcement • May 21
Yes Optoelectronics (Group) Co., Ltd. Approves Final Cash Dividend for the Year 2020 Yes Optoelectronics (Group) Co., Ltd. at its Annual General Meeting of 2020 on 19 May 2021, approved cash dividend of CNY 3.00000000 per 10 shares (tax included) for the year 2020. Announcement • Apr 27
Yes Optoelectronics Co.,Ltd. Proposes Final Cash Dividend for the Year 2020 Yes Optoelectronics Co.,Ltd. proposed final cash dividend of CNY 3.00000000 per 10 shares (tax included) for the year 2020. Is New 90 Day High Low • Jan 27
New 90-day low: CN¥14.07 The company is down 16% from its price of CN¥16.78 on 29 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 9.0% over the same period. Is New 90 Day High Low • Jan 11
New 90-day low: CN¥14.15 The company is down 18% from its price of CN¥17.35 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 2.0% over the same period. Valuation Update With 7 Day Price Move • Dec 25
Investor sentiment deteriorated over the past week After last week's 17% share price decline to CN¥15.61, the stock is trading at a trailing P/E ratio of 27x, down from the previous P/E ratio of 32.7x. This compares to an average P/E of 44x in the Tech industry in China. Total return to shareholders over the past year is a loss of 27%. Is New 90 Day High Low • Dec 15
New 90-day high: CN¥18.58 The company is up 4.0% from its price of CN¥17.90 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is down 2.0% over the same period. Announcement • Dec 01
E Ink Announces Strategic Partnership with Yes Optoelectronics Targeting to Expand the Market of Electronic Shelf Labels E Ink Holdings, E Ink (8069.TW) announced its strategic partnership with Yes Optoelectronics Co. Ltd., a leading designer and manufacturer of customer LCD panels. The partnership will focus on the research and development of ePaper related modules, product manufacturing, key materials and sales and marketing support. E Ink will provide ePaper film to Yes Optoelectronics to develop and manufacture ePaper modules. E Ink and Yes Optoelectronics will work together to expand ePaper product applications in the IoT space, including electronic shelf labels, smart labels, smart home, smart wearables, smart logistics, smart healthcare, smart transportation, industrial instrumentation and wireless communication. Yes Optoelectronics Co. Ltd. has years of experience in management, research and development in the optoelectronics industry. With their capability in production and manufacturing, and their support from the local government, Yes Optoelectronics will quickly expand their production scale of available modules for ePaper. They can provide a comprehensive "one-stop" service for customers needing ePaper modules. Yes Optoelectronics’ services include the design of optical bonding products with front light, touch control, T-CON products and differentiated product applications such as wireless communication modules. Yes Optoelectronics can also provide products and services of different display technologies in the same application scenario, such as EPD products, BART TFT module products and segmented black and white products with three-layer masks. Yes Optoelectronics has been investing in their R&D team and specialized production line for ePaper products since 2015. They currently have four specialized production lines for ePaper products with a production capacity of two million pieces every month. Yes Optoelectronics plans to increase their production line to eight with the expected production capacity of 3.6 million pieces of ePaper in the first quarter of next year. Announcement • Oct 19
Yes Optoelectronics Co.,Ltd. to Report Q3, 2020 Results on Oct 26, 2020 Yes Optoelectronics Co.,Ltd. announced that they will report Q3, 2020 results on Oct 26, 2020 Is New 90 Day High Low • Sep 24
New 90-day low: CN¥17.06 The company is down 3.0% from its price of CN¥17.52 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is up 4.0% over the same period.