Announcement • Jun 30
Yunda Holding Group Co., Ltd. to Report First Half, 2026 Results on Aug 26, 2026 Yunda Holding Group Co., Ltd. announced that they will report first half, 2026 results on Aug 26, 2026 Declared Dividend • Jun 15
Dividend of CN¥0.20 announced Dividend of CN¥0.20 is the same as last year. Ex-date: 17th June 2026 Payment date: 17th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 18% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • May 30
Yunda Holding Group Co., Ltd. Approves Cash Dividend for 2025 Yunda Holding Group Co., Ltd. its Annual General Meeting of 2025 on 26 May 2026, approved 2025 profit distribution plan as Cash dividend (tax included): CNY 2.00000000 per ten shares for 2025 . Board Change • May 14
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. Independent Director Xiaoyun Huang was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Major Estimate Revision • May 01
Consensus EPS estimates increase by 12% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from CN¥0.624 to CN¥0.697. Revenue forecast steady at CN¥57.2b. Net income forecast to grow 49% next year vs 24% growth forecast for Logistics industry in China. Consensus price target up from CN¥7.77 to CN¥8.11. Share price rose 6.4% to CN¥7.86 over the past week. Reported Earnings • Apr 25
First quarter 2026 earnings released: EPS: CN¥0.17 (vs CN¥0.11 in 1Q 2025) First quarter 2026 results: EPS: CN¥0.17 (up from CN¥0.11 in 1Q 2025). Revenue: CN¥12.6b (up 3.2% from 1Q 2025). Net income: CN¥487.0m (up 52% from 1Q 2025). Profit margin: 3.9% (up from 2.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings. Announcement • Apr 25
Yunda Holding Group Co., Ltd., Annual General Meeting, May 26, 2026 Yunda Holding Group Co., Ltd., Annual General Meeting, May 26, 2026, at 14:00 China Standard Time. Location: No. 9, Jinyuan Avenue, Ningbo Hangzhou Bay New Area, Cixi, Zhejiang China Buy Or Sell Opportunity • Apr 17
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 1.3% to CN¥6.82. The fair value is estimated to be CN¥8.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Announcement • Mar 31
Yunda Holding Group Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026 Yunda Holding Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026 Buy Or Sell Opportunity • Mar 04
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.3% to CN¥6.70. The fair value is estimated to be CN¥8.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period. Announcement • Dec 31
Yunda Holding Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026 Yunda Holding Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026 Major Estimate Revision • Nov 04
Consensus EPS estimates fall by 33% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥52.5b to CN¥51.8b. EPS estimate also fell from CN¥0.578 per share to CN¥0.39 per share. Net income forecast to grow 53% next year vs 24% growth forecast for Logistics industry in China. Consensus price target of CN¥8.17 unchanged from last update. Share price was steady at CN¥7.32 over the past week. Reported Earnings • Oct 29
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: EPS: CN¥0.07 (down from CN¥0.13 in 3Q 2024). Revenue: CN¥12.7b (up 3.3% from 3Q 2024). Net income: CN¥201.2m (down 45% from 3Q 2024). Profit margin: 1.6% (down from 3.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.9%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 7.2% 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 increased by 1% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Announcement • Sep 30
Yunda Holding Group Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Yunda Holding Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Major Estimate Revision • Sep 08
Consensus EPS estimates fall by 10% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥52.9b to CN¥52.1b. EPS estimate also fell from CN¥0.656 per share to CN¥0.59 per share. Net income forecast to grow 38% next year vs 20% growth forecast for Logistics industry in China. Consensus price target broadly unchanged at CN¥8.25. Share price rose 2.3% to CN¥7.97 over the past week. Major Estimate Revision • Sep 05
Consensus EPS estimates fall by 11% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥52.9b to CN¥52.2b. EPS estimate also fell from CN¥0.656 per share to CN¥0.587 per share. Net income forecast to grow 38% next year vs 18% growth forecast for Logistics industry in China. Consensus price target broadly unchanged at CN¥8.18. Share price fell 3.6% to CN¥7.70 over the past week. Reported Earnings • Sep 01
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: EPS: CN¥0.073 (down from CN¥0.22 in 2Q 2024). Revenue: CN¥12.6b (up 4.5% from 2Q 2024). Net income: CN¥207.7m (down 67% from 2Q 2024). Profit margin: 1.6% (down from 5.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 6.5% 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 increased by 5% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥8.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Logistics industry in China. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.01 per share. Announcement • Jul 02
Yunda Holding Group Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025 Yunda Holding Group Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025 Declared Dividend • Jun 07
Dividend increased to CN¥0.20 Dividend of CN¥0.20 is 18% higher than last year. Ex-date: 12th June 2025 Payment date: 12th June 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 21% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • May 29
Yunda Holding Group Co., Ltd. Approves Cash Dividend for 2024 Yunda Holding Group Co., Ltd. its Annual General Meeting of 2024 on 27 May 2025, approved Cash dividend (tax included): CNY 2.00000000 per ten shares for 2024. Major Estimate Revision • May 05
Consensus EPS estimates fall by 11% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥55.6b to CN¥53.4b. EPS estimate also fell from CN¥0.794 per share to CN¥0.71 per share. Net income forecast to grow 16% next year vs 21% growth forecast for Logistics industry in China. Consensus price target down from CN¥8.78 to CN¥8.48. Share price was steady at CN¥6.78 over the past week. Reported Earnings • Apr 30
First quarter 2025 earnings: EPS and revenues miss analyst expectations First quarter 2025 results: EPS: CN¥0.11 (down from CN¥0.14 in 1Q 2024). Revenue: CN¥12.2b (up 9.3% from 1Q 2024). Net income: CN¥321.1m (down 22% from 1Q 2024). Profit margin: 2.6% (down from 3.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Announcement • Apr 28
Yunda Holding Group Co., Ltd., Annual General Meeting, May 27, 2025 Yunda Holding Group Co., Ltd., Annual General Meeting, May 27, 2025, at 14:00 China Standard Time. Location: No. 9, Jinyuan Avenue, Ningbo Hangzhou Bay New Area, Cixi, Zhejiang China Announcement • Mar 31
Yunda Holding Group Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025 Yunda Holding Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025 Announcement • Dec 31
Yunda Holding Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025 Yunda Holding Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025 Announcement • Sep 30
YUNDA Holding Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 YUNDA Holding 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 17% After last week's 17% share price gain to CN¥8.89, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Logistics industry in China. Total loss to shareholders of 53% over the past three years. Valuation Update With 7 Day Price Move • Sep 04
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥7.53, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Logistics industry in China. Total loss to shareholders of 56% over the past three years. Buy Or Sell Opportunity • Jul 01
Now 63% undervalued Over the last 90 days, the stock has risen 1.2% to CN¥7.67. The fair value is estimated to be CN¥20.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 53% in the next 2 years. Announcement • Jun 29
YUNDA Holding Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024 YUNDA Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024 Buy Or Sell Opportunity • Jun 20
Now 22% undervalued Over the last 90 days, the stock has risen 3.0% to CN¥7.62. The fair value is estimated to be CN¥9.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 54% in the next 2 years. Buy Or Sell Opportunity • Jun 14
Now 20% undervalued Over the last 90 days, the stock has risen 3.7% to CN¥7.78. The fair value is estimated to be CN¥9.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 54% in the next 2 years. Declared Dividend • Jun 03
Dividend of CN¥0.17 announced Shareholders will receive a dividend of CN¥0.17. Ex-date: 7th June 2024 Payment date: 7th June 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 21% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jun 01
Yunda Holding Co., Ltd. Announces Implementation of Cash Dividend A Shares for the Year 2023, Payable on 07 June 2024 YUNDA Holding Co., Ltd. announced 2023 final profit distribution plan to be implemented (A shares) as Cash dividend/10 shares (tax included): CNY 1.70000000. Record date: 06 June 2024, Ex-date: 07 June 2024, Payment date: 07 June 2024. Announcement • May 25
YUNDA Holding Co., Ltd. Approves the Cash Dividend for the Year 2023 YUNDA Holding Co., Ltd. annual general meeting of 2023 on held on 22 May 2024, approved the cash dividend/10 shares (tax included) of CNY 1.70000000 for the year 2023. Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥9.44, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Logistics industry in China. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.68 per share. Announcement • May 02
YUNDA Holding Co., Ltd. Proposes Final Cash Dividend for the Year 2023 YUNDA Holding Co., Ltd. announced on 30 April 2024 the profit distribution proposal for the year 2023 as final cash dividend per ten shares (tax included) of CNY 1.70000000. Announcement • May 01
YUNDA Holding Co., Ltd., Annual General Meeting, May 22, 2024 YUNDA Holding Co., Ltd., Annual General Meeting, May 22, 2024, at 14:30 China Standard Time. Location: No. 9, Jinyuan Avenue, Ningbo Hangzhou Bay New Area, Cixi, Zhejiang China Reported Earnings • Apr 30
First quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.12 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.12 in 1Q 2023). Revenue: CN¥11.2b (up 6.5% from 1Q 2023). Net income: CN¥412.5m (up 15% from 1Q 2023). Profit margin: 3.7% (up from 3.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Announcement • Mar 30
YUNDA Holding Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 YUNDA Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥6.88, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Logistics industry in China. Total loss to shareholders of 60% over the past three years. Announcement • Dec 29
YUNDA Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 30, 2024 YUNDA Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 30, 2024 Price Target Changed • Nov 23
Price target decreased by 7.2% to CN¥10.64 Down from CN¥11.47, the current price target is an average from 13 analysts. New target price is 19% above last closing price of CN¥8.91. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.62 for next year compared to CN¥0.51 last year. Announcement • Nov 22
YUNDA Holding Co., Ltd. (SZSE:002120) announces an Equity Buyback for CNY 100 million worth of its shares. YUNDA Holding Co., Ltd. (SZSE:002120) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its A shares. The shares will be repurchased at a price not more than CNY 14 per share. The repurchased share will be used for employee stock ownership plan or equity incentives. The program will be valid for a period of 6 months. Price Target Changed • Nov 06
Price target decreased by 7.3% to CN¥11.09 Down from CN¥11.96, the current price target is an average from 13 analysts. New target price is 18% above last closing price of CN¥9.38. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥0.62 for next year compared to CN¥0.51 last year. Reported Earnings • Nov 01
Third quarter 2023 earnings: EPS misses analyst expectations Third quarter 2023 results: EPS: CN¥0.10 (up from CN¥0.072 in 3Q 2022). Revenue: CN¥11.3b (down 9.1% from 3Q 2022). Net income: CN¥295.6m (up 35% from 3Q 2022). Profit margin: 2.6% (up from 1.8% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 29
Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2023 results: EPS: CN¥0.18 (up from CN¥0.068 in 2Q 2022). Revenue: CN¥11.1b (down 1.6% from 2Q 2022). Net income: CN¥510.1m (up 156% from 2Q 2022). Profit margin: 4.6% (up from 1.8% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.4%. Earnings per share (EPS) exceeded analyst estimates by 5.4%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings. Board Change • Jul 26
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 Xiaorong Zhang was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Price Target Changed • Jul 18
Price target decreased by 11% to CN¥13.41 Down from CN¥14.99, the current price target is an average from 13 analysts. New target price is 37% above last closing price of CN¥9.79. Stock is down 44% over the past year. The company is forecast to post earnings per share of CN¥0.77 for next year compared to CN¥0.51 last year. Announcement • Jun 03
Yunda Holding Co., Ltd. Announces Implementation of Cash Dividend A Shares for the Year 2022, Payable on June 08, 2023 YUNDA Holding Co., Ltd. announced implemented cash dividend of CNY 0.52000000 per ten A shares (tax included) for the year 2022. Record date: 07 June 2023; Ex-date: 08 June 2023; Payment date: 08 June 2023. Announcement • May 20
YUNDA Holding Co., Ltd. Approves Cash Dividend for the Year 2022 YUNDA Holding Co., Ltd. announced at annual general meeting held on May 18, 2023, the shareholders approved cash dividend of CNY 0.52000000 per ten shares (tax included) for the year 2022. Reported Earnings • Apr 28
First quarter 2023 earnings: EPS and revenues miss analyst expectations First quarter 2023 results: EPS: CN¥0.12 (in line with 1Q 2022). Revenue: CN¥10.5b (down 9.3% from 1Q 2022). Net income: CN¥358.6m (up 3.2% from 1Q 2022). Profit margin: 3.4% (up from 3.0% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.3% 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 fallen by 19% per year, which means it is performing significantly worse than earnings. Major Estimate Revision • Feb 02
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in fiscal year 2022 has deteriorated. 2022 revenue forecast decreased from CN¥48.7b to CN¥48.1b. EPS estimate also fell from CN¥0.536 per share to CN¥0.461 per share. Net income forecast to grow 53% next year vs 27% growth forecast for Logistics industry in China. Consensus price target broadly unchanged at CN¥16.49. Share price rose 13% to CN¥15.19 over the past week. Announcement • Jan 11
YUNDA Holding Co., Ltd. Announces Executive Elections YUNDA Holding Co., Ltd. elected Nie Tengyun and Zhou Baigen as non-independent directors; Zhang Darui, Zhang Xiaorong and Hu Mingxin as independent directors; and Lai Xuejun and Tang Caixia as non-employee supervisors at the Extraordinary General Meeting held on January 9, 2023. Valuation Update With 7 Day Price Move • Dec 05
Investor sentiment improved over the past week After last week's 19% share price gain to CN¥13.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Logistics industry in China. Total loss to shareholders of 39% over the past three years. Price Target Changed • Nov 25
Price target decreased to CN¥17.79 Down from CN¥19.17, the current price target is an average from 12 analysts. New target price is 51% above last closing price of CN¥11.77. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥0.58 for next year compared to CN¥0.51 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. 5 experienced directors. No highly experienced directors. 1 independent director (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. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment deteriorated over the past week After last week's 15% share price decline to CN¥12.42, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Logistics industry in China. Total loss to shareholders of 49% over the past three years. Reported Earnings • Oct 31
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: EPS: CN¥0.072 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥12.4b (up 19% from 3Q 2021). Net income: CN¥218.7m (down 35% from 3Q 2021). Profit margin: 1.8% (down from 3.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 19% per year. Announcement • Oct 25
YUNDA Holding Co., Ltd. (SZSE:002120) announces an Equity Buyback for CNY 100 million worth of its shares. YUNDA Holding Co., Ltd. announces a share repurchase program. Under the program, the company will repurchase not more than CNY 100 million worth of its ordinary shares. The shares will be repurchased at a price not more than CNY 20 per share. The shares repurchased will be used for equity incentives or employee stock ownership plans. The program will be funded from company's own funds. The program will be valid for not more than 12 months. Reported Earnings • Sep 01
Second quarter 2022 earnings: EPS and revenues miss analyst expectations Second quarter 2022 results: EPS: CN¥0.068 (down from CN¥0.07 in 2Q 2021). Revenue: CN¥11.3b (up 14% from 2Q 2021). Net income: CN¥199.0m (down 8.6% from 2Q 2021). Profit margin: 1.8% (down from 2.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 59%. Over the next year, revenue is forecast to grow 19%, compared to a 24% growth forecast for the Logistics industry in China. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Aug 31
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from CN¥0.76 to CN¥0.63 per share. Revenue forecast steady at CN¥50.8b. Net income forecast to grow 45% next year vs 30% growth forecast for Logistics industry in China. Consensus price target broadly unchanged at CN¥21.06. Share price fell 5.4% to CN¥16.84 over the past week. Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥18.83, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Logistics industry in China. Total loss to shareholders of 30% over the past three years. Announcement • Jul 01
Yunda Holding Co., Ltd. Announces Final Dividend on A Shares for the Year 2021, Payable on July 7, 2022 YUNDA Holding Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.52000000 on A shares for the year 2021. Record date is July 6, 2022. Ex-date is July 7, 2022. Payment date is July 7, 2022. Valuation Update With 7 Day Price Move • May 26
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥18.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Logistics industry in China. Total loss to shareholders of 21% over the past three years. Announcement • May 21
YUNDA Holding Co., Ltd. Approves Final Cash Dividend for the Year 2021 YUNDA Holding Co., Ltd. announced that at its Annual General Meeting of 2021 held on 19 May 2022, approved final Cash dividend/10 shares (tax included) of CNY 0.52000000 for the year 2021. Announcement • Apr 28
Yunda Holding Co., Ltd. Announces Final Cash Dividend for the Year 2021 YUNDA Holding Co., Ltd. announced final cash dividend of CNY 0.52000000 per 10 shares (tax included) for the year 2021. Reported Earnings • Apr 28
First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2022 results: EPS: CN¥0.12 (up from CN¥0.08 in 1Q 2021). Revenue: CN¥11.6b (up 39% from 1Q 2021). Net income: CN¥347.4m (up 52% from 1Q 2021). Profit margin: 3.0% (up from 2.7% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 21%, compared to a 27% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.12 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥10.4b (up 19% from 3Q 2020). Net income: CN¥334.8m (down 1.3% from 3Q 2020). Profit margin: 3.2% (down from 3.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Oct 21
Investor sentiment improved over the past week After last week's 17% share price gain to CN¥20.32, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Logistics industry in China. Total returns to shareholders of 9.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥22.36 per share. Valuation Update With 7 Day Price Move • Sep 22
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥20.87, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 20x in the Logistics industry in China. Total returns to shareholders of 6.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥40.52 per share. Valuation Update With 7 Day Price Move • Sep 03
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥17.69, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Logistics industry in China. Total returns to shareholders of 1.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.10 per share. Reported Earnings • Aug 31
Second quarter 2021 earnings released: EPS CN¥0.07 (vs CN¥0.13 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥9.88b (up 14% from 2Q 2020). Net income: CN¥217.9m (down 37% from 2Q 2020). Profit margin: 2.2% (down from 4.0% in 2Q 2020). The decrease in margin was driven by higher 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 4% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jul 09
Investor sentiment improved over the past week After last week's 23% share price gain to CN¥16.15, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 20x in the Logistics industry in China. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.69 per share. Announcement • May 25
Yunda Holding Co., Ltd. Approves Final Cash Dividend for the Year 2020 YUNDA Holding Co., Ltd. approved final cash dividend of CNY 0.49000000 per 10 shares (tax included) for the year 2020. Reported Earnings • May 05
Third quarter 2020 earnings released: EPS CN¥0.12 (vs CN¥0.23 in 3Q 2019) The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: CN¥8.77b (flat on 3Q 2019). Net income: CN¥339.0m (down 49% from 3Q 2019). Profit margin: 3.9% (down from 7.6% in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Announcement • May 01
YUNDA Holding Co., Ltd. Proposes Final Dividend for the Year 2020 YUNDA Holding Co., Ltd. proposed final cash dividend of CNY 0.49000000 per 10 shares (tax included) for the year 2020. Valuation Update With 7 Day Price Move • Apr 26
Investor sentiment improved over the past week After last week's 21% share price gain to CN¥15.64, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Logistics industry in China. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.33 per share. Is New 90 Day High Low • Dec 14
New 90-day low: CN¥17.17 The company is down 6.0% from its price of CN¥18.36 on 15 September 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥33.22 per share. Is New 90 Day High Low • Nov 19
New 90-day low: CN¥17.79 The company is down 21% from its price of CN¥22.52 on 21 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥27.75 per share. Major Estimate Revision • Nov 07
Analysts update estimates The 2020 consensus earning per share (EPS) estimate was lowered from CN¥0.69 to CN¥0.60. Revenue estimate was approximately flat at CN¥36.3b. Net income is expected to grow by 36% next year compared to 32% growth forecast for the Logistics industry in China. The consensus price target was lowered from CN¥23.40 to CN¥22.59. Share price is down by 4.1% to CN¥18.52 over the past week. Reported Earnings • Nov 03
Third quarter 2020 earnings released: EPS CN¥0.11 The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: CN¥8.77b (flat on 3Q 2019). Net income: CN¥339.0m (down 49% from 3Q 2019). Profit margin: 3.9% (down from 7.6% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Analyst Estimate Surprise Post Earnings • Nov 03
Revenue beats expectations, earnings disappoint Revenue exceeded analyst estimates by 0.1%. Earnings per share (EPS) missed analyst estimates by 28%. Over the next year, revenue is forecast to grow 31%, compared to a 24% growth forecast for the Logistics industry in China. Announcement • Aug 14
YUNDA Holding Co., Ltd. to Report First Half, 2020 Results on Aug 31, 2020 YUNDA Holding Co., Ltd. announced that they will report first half, 2020 results on Aug 31, 2020 
