Announcement • Jun 30
Shenzhen JPT Opto-Electronics Co., Ltd. to Report First Half, 2026 Results on Aug 26, 2026 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report first half, 2026 results on Aug 26, 2026 Declared Dividend • Jun 12
Dividend increased to CN¥0.89 Dividend of CN¥0.89 is 112% higher than last year. Ex-date: 16th June 2026 Payment date: 16th June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 27% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 154% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • May 20
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. 6 non-independent directors. Independent Director Xuesheng Liu 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. Announcement • Apr 29
Shenzhen JPT Opto-Electronics Co., Ltd. announced that it expects to receive CNY 1.38297 billion in funding Shenzhen JPT Opto-Electronics Co., Ltd. announced a private placement to issue A shares not more than 30% of total share capital at price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of CNY 1,382,970,000 on April 27, 2026. The transaction includes participation from not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. The transaction has been approved in the 14th meeting of the company's 4th directorate and is subject to approval from the shareholders, Shanghai Stock Exchange, and the China Securities Regulatory Commission. Announcement • Mar 30
Shenzhen JPT Opto-Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Announcement • Mar 28
Shenzhen JPT Opto-Electronics Co., Ltd., Annual General Meeting, Apr 17, 2026 Shenzhen JPT Opto-Electronics Co., Ltd., Annual General Meeting, Apr 17, 2026, at 10:00 China Standard Time. Location: 12F, Building A, Kemulong Technology Park, Guansheng 5th Road, Luhu Community, Guanhu Subdistrict, Longhua District, Shenzhen, Guangdong China Announcement • Dec 26
Shenzhen JPT Opto-Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Mar 28, 2026 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Mar 28, 2026 Announcement • Sep 30
Shenzhen JPT Opto-Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 Announcement • Jun 30
Shenzhen JPT Opto-Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025 Announcement • Apr 30
Shenzhen JPT Opto-Electronics Co., Ltd., Annual General Meeting, May 20, 2025 Shenzhen JPT Opto-Electronics Co., Ltd., Annual General Meeting, May 20, 2025, at 10:00 China Standard Time. Location: 12F, Building A, Kemulong Technology Park, Guansheng 5th Road, Luhu Community, Guanhu Subdistrict, Longhua District, Shenzhen, Guangdong China Announcement • Mar 28
Shenzhen JPT Opto-Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 Announcement • Dec 27
Shenzhen JPT Opto-Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Mar 25, 2025 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Mar 25, 2025 Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥56.79, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 26x in the Electronic industry in China. Total loss to shareholders of 32% over the past year. Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.51 (vs CN¥0.37 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.51 (up from CN¥0.37 in 3Q 2023). Revenue: CN¥476.3m (up 41% from 3Q 2023). Net income: CN¥48.5m (up 39% from 3Q 2023). Profit margin: 10% (in line with 3Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥40.96, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 45% over the past year. Announcement • Sep 30
Shenzhen JPT Opto-Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥36.76, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 50% over the past year. Reported Earnings • Aug 26
Second quarter 2024 earnings released: EPS: CN¥0.30 (vs CN¥0.20 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.30 (up from CN¥0.20 in 2Q 2023). Revenue: CN¥337.9m (up 26% from 2Q 2023). Net income: CN¥28.5m (up 52% from 2Q 2023). Profit margin: 8.4% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Announcement • Jun 29
Shenzhen JPT Opto-Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 24, 2024 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 24, 2024 Reported Earnings • May 01
First quarter 2024 earnings released: EPS: CN¥0.28 (vs CN¥0.32 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.28 (down from CN¥0.32 in 1Q 2023). Revenue: CN¥255.7m (down 14% from 1Q 2023). Net income: CN¥26.3m (down 13% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Announcement • Apr 23
Shenzhen JPT Opto-Electronics Co., Ltd., Annual General Meeting, May 13, 2024 Shenzhen JPT Opto-Electronics Co., Ltd., Annual General Meeting, May 13, 2024, at 10:00 China Standard Time. Location: 12F, Building A, Kemulong Technology Park, Guansheng 5th Road, Luhu Community, Guanhu Subdistrict, Longhua District, Shenzhen, Guangdong China Announcement • Mar 29
Shenzhen JPT Opto-Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Valuation Update With 7 Day Price Move • Mar 26
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥49.16, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Electronic industry in China. Reported Earnings • Feb 27
Full year 2023 earnings released: EPS: CN¥1.14 (vs CN¥0.82 in FY 2022) Full year 2023 results: EPS: CN¥1.14 (up from CN¥0.82 in FY 2022). Revenue: CN¥1.24b (up 5.9% from FY 2022). Net income: CN¥107.9m (up 41% from FY 2022). Profit margin: 8.7% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥54.75, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Electronic industry in China. New Risk • Feb 08
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 9.5% 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. This is currently the only risk that has been identified for the company. Announcement • Feb 05
Shenzhen JPT Opto-Electronics Co., Ltd. (SHSE:688025) announces an Equity Buyback for CNY 30 million worth of its shares. Shenzhen JPT Opto-Electronics Co., Ltd. (SHSE:688025) announces a share repurchase program. Under the program, the company will repurchase up to CNY 30 million worth of its shares. The shares will be repurchased at a price not more than CNY 100 per share. The repurchased shares will be used for ESOP or equity incentives. The repurchases will be funded using company's own funds. The program will be valid for a period of 12 months. Valuation Update With 7 Day Price Move • Jan 26
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥58.64, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Electronic industry in China. Valuation Update With 7 Day Price Move • Jan 08
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥78.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Electronic industry in China. Announcement • Dec 30
Shenzhen JPT Opto-Electronics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 20, 2024 Shenzhen JPT Opto-Electronics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 20, 2024 Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: CN¥0.37 (vs CN¥0.15 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.37 (up from CN¥0.15 in 3Q 2022). Revenue: CN¥337.8m (up 35% from 3Q 2022). Net income: CN¥34.9m (up 149% from 3Q 2022). Profit margin: 10% (up from 5.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Reported Earnings • Aug 31
Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.14 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.14 in 2Q 2022). Revenue: CN¥269.3m (down 3.4% from 2Q 2022). Net income: CN¥18.7m (up 46% from 2Q 2022). Profit margin: 7.0% (up from 4.6% in 2Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Announcement • Aug 24
Shenzhen JPT Opto-Electronics Co., Ltd. (SHSE:688025) announces an Equity Buyback for CNY 20 million worth of its shares. Shenzhen JPT Opto-Electronics Co., Ltd. (SHSE:688025) announces a share repurchase program. Under the program, the company will repurchase up to CNY 20 million worth of its shares. The shares will be repurchased at a price not more than CNY 100 per share. The repurchased shares will be used for ESOP or equity incentives. The program will be valid for a period of 12 months. New Risk • Jul 15
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Board Change • Jun 15
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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Zuowen He was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.