Announcement • Jul 01
Shenyu Communication Technology Inc. to Report First Half, 2026 Results on Aug 25, 2026 Shenyu Communication Technology Inc. announced that they will report first half, 2026 results on Aug 25, 2026 New Risk • Jun 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 8.8% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (379% cash payout ratio). Share price has been volatile over the past 3 months (8.8% average weekly change). Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥24.73, the stock trades at a trailing P/E ratio of 58.8x. Average trailing P/E is 105x in the Communications industry in China. Total returns to shareholders of 55% over the past three years. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥26.60, the stock trades at a trailing P/E ratio of 63.3x. Average trailing P/E is 107x in the Communications industry in China. Total returns to shareholders of 68% over the past three years. Announcement • Apr 21
Shenyu Communication Technology Inc., Annual General Meeting, May 18, 2026 Shenyu Communication Technology Inc., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Jiangyin, Jiangsu China Reported Earnings • Apr 21
Full year 2025 earnings released: EPS: CN¥0.41 (vs CN¥0.45 in FY 2024) Full year 2025 results: EPS: CN¥0.41 (down from CN¥0.45 in FY 2024). Revenue: CN¥844.6m (down 3.7% from FY 2024). Net income: CN¥74.0m (down 7.0% from FY 2024). Profit margin: 8.8% (down from 9.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 31% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 31
Shenyu Communication Technology Inc. to Report Q1, 2026 Results on Apr 24, 2026 Shenyu Communication Technology Inc. announced that they will report Q1, 2026 results on Apr 24, 2026 Announcement • Dec 31
Shenyu Communication Technology Inc. to Report Fiscal Year 2025 Results on Apr 21, 2026 Shenyu Communication Technology Inc. announced that they will report fiscal year 2025 results on Apr 21, 2026 Reported Earnings • Oct 25
Third quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.06 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.11 (up from CN¥0.06 in 3Q 2024). Revenue: CN¥225.8m (down 9.2% from 3Q 2024). Net income: CN¥19.9m (up 96% from 3Q 2024). Profit margin: 8.8% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 30
Shenyu Communication Technology Inc. to Report Q3, 2025 Results on Oct 25, 2025 Shenyu Communication Technology Inc. announced that they will report Q3, 2025 results on Oct 25, 2025 Declared Dividend • Sep 15
First half dividend of CN¥0.04 announced Shareholders will receive a dividend of CN¥0.04. Ex-date: 19th September 2025 Payment date: 19th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 12% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 5.7% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.8% EPS decline seen over the last 5 years. New Risk • Aug 27
New major risk - Revenue and earnings growth Earnings have declined by 0.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.4% per year over the past 5 years. 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 (6.3% net profit margin). Reported Earnings • Aug 27
Second quarter 2025 earnings released: EPS: CN¥0.12 (vs CN¥0.039 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.12 (up from CN¥0.039 in 2Q 2024). Revenue: CN¥221.2m (up 6.4% from 2Q 2024). Net income: CN¥21.3m (up 206% from 2Q 2024). Profit margin: 9.6% (up from 3.4% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 02
Shenyu Communication Technology Inc. to Report First Half, 2025 Results on Aug 27, 2025 Shenyu Communication Technology Inc. announced that they will report first half, 2025 results on Aug 27, 2025 New Risk • May 16
New minor risk - Dividend sustainability The dividend is not well covered by earnings. Payout ratio: 114% Dividend yield: 0.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (114% payout ratio). Profit margins are more than 30% lower than last year (4.8% net profit margin). Reported Earnings • Apr 27
First quarter 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.28 in 1Q 2024) First quarter 2025 results: EPS: CN¥0.07 (down from CN¥0.28 in 1Q 2024). Revenue: CN¥174.4m (down 6.2% from 1Q 2024). Net income: CN¥12.1m (down 76% from 1Q 2024). Profit margin: 6.9% (down from 27% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to CN¥31.06, the stock trades at a trailing P/E ratio of 68.6x. Average trailing P/E is 75x in the Communications industry in China. Total returns to shareholders of 163% over the past three years. Announcement • Mar 31
Shenyu Communication Technology Inc. to Report Q1, 2025 Results on Apr 26, 2025 Shenyu Communication Technology Inc. announced that they will report Q1, 2025 results on Apr 26, 2025 Reported Earnings • Mar 28
Full year 2024 earnings released: EPS: CN¥0.45 (vs CN¥0.28 in FY 2023) Full year 2024 results: EPS: CN¥0.45 (up from CN¥0.28 in FY 2023). Revenue: CN¥877.1m (up 16% from FY 2023). Net income: CN¥79.5m (up 58% from FY 2023). Profit margin: 9.1% (up from 6.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 28
Shenyu Communication Technology Inc., Annual General Meeting, May 08, 2025 Shenyu Communication Technology Inc., Annual General Meeting, May 08, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Jiangyin, Jiangsu China Announcement • Dec 31
Shenyu Communication Technology Inc. to Report Fiscal Year 2024 Results on Mar 28, 2025 Shenyu Communication Technology Inc. announced that they will report fiscal year 2024 results on Mar 28, 2025 Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.10 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.10 in 3Q 2023). Revenue: CN¥248.7m (up 19% from 3Q 2023). Net income: CN¥10.1m (down 48% from 3Q 2023). Profit margin: 4.1% (down from 9.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Oct 14
Now 36% overvalued after recent price rise Over the last 90 days, the stock has risen 50% to CN¥57.32. The fair value is estimated to be CN¥42.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Announcement • Sep 30
Shenyu Communication Technology Inc. to Report Q3, 2024 Results on Oct 25, 2024 Shenyu Communication Technology Inc. announced that they will report Q3, 2024 results on Oct 25, 2024 Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥30.98, the stock trades at a trailing P/E ratio of 62.3x. Average trailing P/E is 39x in the Communications industry in China. Total returns to shareholders of 134% over the past three years. Upcoming Dividend • Sep 16
Upcoming dividend of CN¥0.07 per share Eligible shareholders must have bought the stock before 23 September 2024. Payment date: 23 September 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Chinese dividend payers (2.8%). Lower than average of industry peers (1.5%). Announcement • Sep 14
Shenyu Communication Technology Inc. Announces Interim Cash Dividend of the Year 2024 of A Shares, Payable on 12 September 2024 Shenyu Communication Technology Inc. announced interim cash dividend/10 shares (tax included) of CNY 0.70000000 for year 2024 of A shares. Record date is 20 September 2024. Ex-date is 23 September 2024. Payment date is 23 September 2024. Buy Or Sell Opportunity • Sep 04
Now 29% undervalued Over the last 90 days, the stock has risen 9.3% to CN¥30.12. The fair value is estimated to be CN¥42.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Reported Earnings • Aug 28
Second quarter 2024 earnings released: EPS: CN¥0.039 (vs CN¥0.071 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.039 (down from CN¥0.071 in 2Q 2023). Revenue: CN¥207.8m (up 7.7% from 2Q 2023). Net income: CN¥6.98m (down 40% from 2Q 2023). Profit margin: 3.4% (down from 6.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥38.10, the stock trades at a trailing P/E ratio of 72.8x. Average trailing P/E is 46x in the Communications industry in China. Total returns to shareholders of 176% over the past three years. Valuation Update With 7 Day Price Move • Jul 09
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to CN¥34.16, the stock trades at a trailing P/E ratio of 65.3x. Average trailing P/E is 47x in the Communications industry in China. Total returns to shareholders of 118% over the past three years. Announcement • Jun 29
Shenyu Communication Technology Inc. to Report First Half, 2024 Results on Aug 28, 2024 Shenyu Communication Technology Inc. announced that they will report first half, 2024 results on Aug 28, 2024 Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to CN¥32.81, the stock trades at a trailing P/E ratio of 63.9x. Average trailing P/E is 54x in the Communications industry in China. Total returns to shareholders of 133% over the past three years. Announcement • May 11
Shenyu Communication Technology Inc. Implements Final Cash Dividend (A Shares) for the Year 2023, Payable on May 16, 2024 Shenyu Communication Technology Inc. implemented final cash dividend (A Shares)of CNY 2.00000000 per ten shares for the year 2023, payable on May 16, 2024 with record date of May 15, 2024 and Ex-date of May 16, 2024. Valuation Update With 7 Day Price Move • May 07
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥24.02, the stock trades at a trailing P/E ratio of 46.8x. Average trailing P/E is 55x in the Communications industry in China. Total returns to shareholders of 62% over the past three years. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: CN¥0.28 (vs CN¥0.05 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.28 (up from CN¥0.05 in 1Q 2023). Revenue: CN¥186.0m (up 33% from 1Q 2023). Net income: CN¥50.2m (up 443% from 1Q 2023). Profit margin: 27% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Apr 23
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to CN¥14.50, the stock trades at a trailing P/E ratio of 51.2x. Average trailing P/E is 46x in the Communications industry in China. Total loss to shareholders of 29% over the past three years. Reported Earnings • Apr 18
Full year 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.24 in FY 2022) Full year 2023 results: EPS: CN¥0.28 (up from CN¥0.24 in FY 2022). Revenue: CN¥755.0m (down 1.7% from FY 2022). Net income: CN¥50.4m (up 17% from FY 2022). Profit margin: 6.7% (up from 5.6% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Announcement • Apr 16
Shenyu Communication Technology Inc., Annual General Meeting, May 07, 2024 Shenyu Communication Technology Inc., Annual General Meeting, May 07, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Jiangyin, Jiangsu China Announcement • Mar 30
Shenyu Communication Technology Inc. to Report Q1, 2024 Results on Apr 26, 2024 Shenyu Communication Technology Inc. announced that they will report Q1, 2024 results on Apr 26, 2024 New Risk • Mar 28
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Mar 28
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥15.48, the stock trades at a trailing P/E ratio of 72.4x. Average trailing P/E is 49x in the Communications industry in China. Total returns to shareholders of 3.0% over the past three years. New Risk • Feb 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥10.94, the stock trades at a trailing P/E ratio of 51.2x. Average trailing P/E is 39x in the Communications industry in China. Total loss to shareholders of 14% over the past three years. Announcement • Dec 29
Shenyu Communication Technology Inc. to Report Fiscal Year 2023 Results on Apr 16, 2024 Shenyu Communication Technology Inc. announced that they will report fiscal year 2023 results on Apr 16, 2024 Reported Earnings • Oct 25
Third quarter 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.044 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.10 (up from CN¥0.044 in 3Q 2022). Revenue: CN¥208.5m (up 37% from 3Q 2022). Net income: CN¥19.3m (up 147% from 3Q 2022). Profit margin: 9.3% (up from 5.2% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Announcement • Oct 18
Shenyu Communication Technology Inc. Appoints Wang Jiqing as an Independent Director Shenyu Communication Technology Inc. held its 2nd Extraordinary General Meeting of 2023 on 16 October 2023, announced the appointment of Wang Jiqing as an independent director. Reported Earnings • Aug 23
Second quarter 2023 earnings released: EPS: CN¥0.071 (vs CN¥0.11 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.071 (down from CN¥0.11 in 2Q 2022). Revenue: CN¥193.0m (down 20% from 2Q 2022). Net income: CN¥11.5m (down 42% from 2Q 2022). Profit margin: 6.0% (down from 8.3% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Announcement • Jul 01
Shenyu Communication Technology Inc. to Report First Half, 2023 Results on Aug 23, 2023 Shenyu Communication Technology Inc. announced that they will report first half, 2023 results on Aug 23, 2023 Announcement • Jun 08
Shenyu Communication Technology Inc. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 13, 2023 Shenyu Communication Technology Inc. announced final cash dividend of CNY 0.90 per 10 shares on A shares for the year 2022. Record date is June 12, 2023, Ex-Date is June 13, 2023 and Payment Date is June 13, 2023. Reported Earnings • Apr 15
Full year 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.39 in FY 2021) Full year 2022 results: EPS: CN¥0.24 (down from CN¥0.39 in FY 2021). Revenue: CN¥768.4m (down 8.5% from FY 2021). Net income: CN¥43.2m (down 38% from FY 2021). Profit margin: 5.6% (down from 8.3% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥16.44, the stock trades at a trailing P/E ratio of 47x. Average trailing P/E is 48x in the Communications industry in China. Negligible returns to shareholders over past three years. 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. 11 experienced directors. No highly experienced directors. 3 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. Reported Earnings • Oct 26
Third quarter 2022 earnings released: EPS: CN¥0.044 (vs CN¥0.12 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.044 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥152.0m (down 35% from 3Q 2021). Net income: CN¥7.85m (down 63% from 3Q 2021). Profit margin: 5.2% (down from 9.1% in 3Q 2021). The decrease in margin was driven by lower revenue. 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 7% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment improved over the past week After last week's 21% share price gain to CN¥15.52, the stock trades at a trailing P/E ratio of 36.5x. Average trailing P/E is 36x in the Communications industry in China. Total loss to shareholders of 7.1% over the past three years. Reported Earnings • Aug 24
Second quarter 2022 earnings released: EPS: CN¥0.11 (vs CN¥0.086 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.11 (up from CN¥0.086 in 2Q 2021). Revenue: CN¥239.6m (up 45% from 2Q 2021). Net income: CN¥19.8m (up 30% from 2Q 2021). Profit margin: 8.3% (down from 9.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Announcement • May 27
Shenyu Communication Technology Inc. Implements Final Profit Distribution Plan on A Shares for 2021, Payable on May 31, 2022 Shenyu Communication Technology Inc. implemented final cash dividend of CNY 0.90000 (tax included) per 10 shares for the year 2021. Record date: 30 May 2022, Ex-date: 31 May 2022 and Payment date: 31 May 2022. 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. 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. Reported Earnings • Apr 02
Full year 2021 earnings released: EPS: CN¥0.40 (vs CN¥0.37 in FY 2020) Full year 2021 results: EPS: CN¥0.40 (up from CN¥0.37 in FY 2020). Revenue: CN¥839.7m (up 35% from FY 2020). Net income: CN¥70.5m (up 14% from FY 2020). Profit margin: 8.4% (down from 10.0% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Mar 30
Shenyu Communication Technology Inc. Proposes Final Cash Dividend for the Year 2021 Shenyu Communication Technology Inc. proposed final cash dividend of CNY 0.90000 (tax included) per 10 shares for the year 2021. Reported Earnings • Feb 28
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: CN¥0.40 (up from CN¥0.37 in FY 2020). Revenue: CN¥839.7m (up 35% from FY 2020). Net income: CN¥70.5m (up 14% from FY 2020). Profit margin: 8.4% (down from 10.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 24
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥16.41, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 50x in the Communications industry in China. Total returns to shareholders of 38% over the past three years. Reported Earnings • Oct 16
Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.12 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥234.3m (up 23% from 3Q 2020). Net income: CN¥21.3m (up 4.8% from 3Q 2020). Profit margin: 9.1% (down from 11% 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 10% per year whereas the company’s share price has increased by 6% per year. Reported Earnings • Aug 10
Second quarter 2021 earnings released: EPS CN¥0.086 (vs CN¥0.10 in 2Q 2020) The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥165.6m (down 3.5% from 2Q 2020). Net income: CN¥15.3m (down 8.6% from 2Q 2020). Profit margin: 9.2% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 09
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥17.09, the stock trades at a trailing P/E ratio of 46.8x. Average trailing P/E is 45x in the Communications industry in China. Total returns to shareholders of 12% over the past three years. Reported Earnings • Apr 28
First quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.091 in 1Q 2020) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥201.4m (up 102% from 1Q 2020). Net income: CN¥15.8m (up 14% from 1Q 2020). Profit margin: 7.8% (down from 14% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment deteriorated over the past week After last week's 48% share price decline to CN¥15.63, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 47x in the Communications industry in China. Total loss to shareholders of 43% over the past three years. Valuation Update With 7 Day Price Move • Mar 22
Investor sentiment improved over the past week After last week's 22% share price gain to CN¥31.00, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 52x in the Communications industry in China. Total returns to shareholders of 30% over the past three years. Reported Earnings • Mar 16
Full year 2020 earnings released: EPS CN¥0.70 (vs CN¥0.67 in FY 2019) The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥621.5m (up 32% from FY 2019). Net income: CN¥61.8m (up 15% from FY 2019). Profit margin: 10.0% (down from 11% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Announcement • Feb 18
Shenyu Communication Technology Inc. to Report Fiscal Year 2020 Results on Mar 16, 2021 Shenyu Communication Technology Inc. announced that they will report fiscal year 2020 results on Mar 16, 2021 Is New 90 Day High Low • Feb 01
New 90-day low: CN¥23.73 The company is down 37% from its price of CN¥37.67 on 03 November 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 9.0% over the same period. Is New 90 Day High Low • Dec 28
New 90-day low: CN¥25.05 The company is down 18% from its price of CN¥30.50 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 7.0% over the same period. Is New 90 Day High Low • Dec 10
New 90-day low: CN¥29.74 The company is down 2.0% from its price of CN¥30.30 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is down 3.0% over the same period. Reported Earnings • Oct 29
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥67.3m, up 40% from the prior year. Total revenue was CN¥597.0m over the last 12 months, up 39% from the prior year. Is New 90 Day High Low • Oct 20
New 90-day high: CN¥40.94 The company is up 15% from its price of CN¥35.57 on 22 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 5.0% over the same period. Valuation Update With 7 Day Price Move • Oct 20
Market bids up stock over the past week After last week's 20% share price gain to CN¥40.94, the stock is trading at a trailing P/E ratio of 56.1x, up from the previous P/E ratio of 46.6x. This compares to an average P/E of 57x in the Communications industry in China. Total returns to shareholders over the past three years are 18%. Is New 90 Day High Low • Sep 28
New 90-day low: CN¥29.79 The company is down 9.0% from its price of CN¥32.73 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 2.0% over the same period. Announcement • Jul 18
Shenyu Communication Technology Inc. to Report First Half, 2020 Results on Aug 11, 2020 Shenyu Communication Technology Inc. announced that they will report first half, 2020 results on Aug 11, 2020