Announcement • Jun 30
Eastern Air Logistics Co., Ltd. to Report First Half, 2026 Results on Aug 31, 2026 Eastern Air Logistics Co., Ltd. announced that they will report first half, 2026 results on Aug 31, 2026 Announcement • May 27
Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026 Eastern Air Logistics Co., Ltd., Annual General Meeting, Jun 18, 2026, at 14:00 China Standard Time. Location: 3F, Hilton Hotel, Shanghai Hongqiao International Airport, Shanghai China Announcement • Mar 30
Eastern Air Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Reported Earnings • Mar 29
Full year 2025 earnings: EPS in line with analyst expectations despite revenue beat Full year 2025 results: EPS: CN¥1.69 (in line with FY 2024). Revenue: CN¥24.3b (flat on FY 2024). Net income: CN¥2.69b (flat on FY 2024). Profit margin: 11% (in line with FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Price Target Changed • Jan 20
Price target increased by 7.4% to CN¥18.35 Up from CN¥17.08, the current price target is an average from 6 analysts. New target price is 5.4% below last closing price of CN¥19.40. Stock is up 12% over the past year. The company is forecast to post earnings per share of CN¥1.71 for next year compared to CN¥1.69 last year. Announcement • Dec 26
Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026 Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026 Reported Earnings • Oct 31
Third quarter 2025 earnings released: EPS: CN¥0.45 (vs CN¥0.50 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.45 (down from CN¥0.50 in 3Q 2024). Revenue: CN¥5.99b (down 6.2% from 3Q 2024). Net income: CN¥712.3m (down 9.8% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Announcement • Sep 30
Eastern Air Logistics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 Reported Earnings • Sep 03
Second quarter 2025 earnings released: EPS: CN¥0.47 (vs CN¥0.43 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.47 (up from CN¥0.43 in 2Q 2024). Revenue: CN¥5.77b (down 4.8% from 2Q 2024). Net income: CN¥743.4m (up 8.0% from 2Q 2024). Profit margin: 13% (up from 11% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 16% 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 • Jun 30
Eastern Air Logistics Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025 Eastern Air Logistics Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025 Announcement • May 09
Eastern Air Logistics Co., Ltd., Annual General Meeting, May 30, 2025 Eastern Air Logistics Co., Ltd., Annual General Meeting, May 30, 2025, at 14:00 China Standard Time. Location: 3F, No. 458, Konggang 1st Road, Changning District, Shanghai China Price Target Changed • Apr 30
Price target decreased by 9.5% to CN¥15.57 Down from CN¥17.21, the current price target is an average from 8 analysts. New target price is 28% above last closing price of CN¥12.15. Stock is down 34% over the past year. The company is forecast to post earnings per share of CN¥1.65 for next year compared to CN¥1.69 last year. Major Estimate Revision • Apr 29
Consensus EPS estimates increase by 15% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥22.3b to CN¥23.7b. EPS estimate increased from CN¥1.44 to CN¥1.65 per share. Net income forecast to shrink 11% next year vs 20% growth forecast for Logistics industry in China . Consensus price target down from CN¥16.22 to CN¥15.57. Share price was steady at CN¥12.15 over the past week. Price Target Changed • Apr 25
Price target decreased by 9.9% to CN¥16.52 Down from CN¥18.34, the current price target is an average from 8 analysts. New target price is 33% above last closing price of CN¥12.43. Stock is down 33% over the past year. The company is forecast to post earnings per share of CN¥1.44 for next year compared to CN¥1.69 last year. Reported Earnings • Apr 17
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: CN¥1.69 (up from CN¥1.57 in FY 2023). Revenue: CN¥24.1b (up 17% from FY 2023). Net income: CN¥2.69b (up 8.0% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 7.4%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 19% per year. Announcement • Mar 28
Eastern Air Logistics Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Announcement • Dec 27
Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 17, 2025 Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 17, 2025 Announcement • Sep 30
Eastern Air Logistics Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Valuation Update With 7 Day Price Move • Sep 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥17.44, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Logistics industry in China. Total loss to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.63 per share. Announcement • Jun 29
Eastern Air Logistics Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024 Eastern Air Logistics Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024 Board Change • Jun 13
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. 4 non-independent directors. Independent Director Zu Yu Ding was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • May 13
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥22.14, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Logistics industry in China. Total returns to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.39 per share. Announcement • May 09
Eastern Air Logistics Co., Ltd., Annual General Meeting, May 28, 2024 Eastern Air Logistics Co., Ltd., Annual General Meeting, May 28, 2024, at 13:30 China Standard Time. Location: 3F, No. 458, Konggang 1st Road, Changning District, Shanghai China Price Target Changed • Apr 25
Price target increased by 9.9% to CN¥22.16 Up from CN¥20.16, the current price target is an average from 5 analysts. New target price is 20% above last closing price of CN¥18.50. Stock is up 30% over the past year. The company is forecast to post earnings per share of CN¥1.99 for next year compared to CN¥1.57 last year. Reported Earnings • Apr 24
Full year 2023 earnings: EPS and revenues exceed analyst expectations Full year 2023 results: EPS: CN¥1.57 (down from CN¥2.29 in FY 2022). Revenue: CN¥20.6b (down 12% from FY 2022). Net income: CN¥2.49b (down 32% from FY 2022). Profit margin: 12% (down from 16% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Logistics industry in China. Valuation Update With 7 Day Price Move • Apr 02
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥18.26, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Logistics industry in China. Total returns to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.17 per share. Announcement • Mar 29
Eastern Air Logistics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Eastern Air Logistics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥14.71, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Logistics industry in China. Total loss to shareholders of 2.6% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.91 per share. New Risk • Jan 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 6.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change). Announcement • Dec 29
Eastern Air Logistics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 17, 2024 Eastern Air Logistics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 17, 2024 Valuation Update With 7 Day Price Move • Dec 01
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥14.23, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Logistics industry in China. Total loss to shareholders of 9.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.45 per share. Price Target Changed • Nov 17
Price target decreased by 12% to CN¥15.60 Down from CN¥17.70, the current price target is an average from 2 analysts. New target price is 30% above last closing price of CN¥12.02. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥1.43 for next year compared to CN¥2.29 last year. Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.25 (vs CN¥0.51 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.25 (down from CN¥0.51 in 3Q 2022). Revenue: CN¥4.86b (down 20% from 3Q 2022). Net income: CN¥393.6m (down 52% from 3Q 2022). Profit margin: 8.1% (down from 14% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in China. Buying Opportunity • Oct 20
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥14.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last year. Earnings per share has declined by 34%. Revenue is forecast to grow by 3.9% in 2 years. Earnings is forecast to grow by 1.4% in the next 2 years. Announcement • Sep 30
Eastern Air Logistics Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023 Eastern Air Logistics Co., Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023 Price Target Changed • Apr 28
Price target decreased by 13% to CN¥20.53 Down from CN¥23.53, the current price target is an average from 3 analysts. New target price is 42% above last closing price of CN¥14.49. Stock is down 32% over the past year. The company is forecast to post earnings per share of CN¥1.78 for next year compared to CN¥2.29 last year. Price Target Changed • Apr 22
Price target decreased by 13% to CN¥20.53 Down from CN¥23.53, the current price target is an average from 3 analysts. New target price is 43% above last closing price of CN¥14.38. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥1.78 for next year compared to CN¥2.29 last year. Reported Earnings • Apr 12
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: EPS: CN¥2.29. Revenue: CN¥23.5b (up 5.6% from FY 2021). Net income: CN¥3.64b (flat on FY 2021). Profit margin: 16% (in line with FY 2021). Revenue missed analyst estimates by 7.3%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Logistics industry in China. Price Target Changed • Mar 29
Price target decreased by 9.7% to CN¥23.53 Down from CN¥26.05, the current price target is an average from 2 analysts. New target price is 56% above last closing price of CN¥15.11. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥2.49 for next year compared to CN¥2.40 last year. 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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Zu Yu Ding was the last independent director to join the board, commencing their role in 2018. 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 29
Third quarter 2022 earnings released: EPS: CN¥0.51 (vs CN¥0.58 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.51 (down from CN¥0.58 in 3Q 2021). Revenue: CN¥6.06b (up 22% from 3Q 2021). Net income: CN¥820.1m (down 9.2% from 3Q 2021). Profit margin: 14% (down from 18% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Logistics industry in China. 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. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Zu Yu Ding was the last independent director to join the board, commencing their role in 2018. 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 12
Full year 2021 earnings: EPS and revenues exceed analyst expectations Full year 2021 results: EPS: CN¥2.40 (up from CN¥1.66 in FY 2020). Revenue: CN¥22.2b (up 47% from FY 2020). Net income: CN¥3.63b (up 53% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 39%, compared to a 31% growth forecast for the industry in China. Reported Earnings • Mar 04
Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2021 results: EPS: CN¥2.40 (up from CN¥1.66 in FY 2020). Revenue: CN¥22.2b (up 47% from FY 2020). Net income: CN¥3.63b (up 53% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is expected to shrink by 8.0% compared to a 34% growth forecast for the industry in China. Valuation Update With 7 Day Price Move • Sep 15
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥23.08, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the Logistics industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.09 per share.