Declared Dividend • 1h
Dividend of CN¥0.50 announced Dividend of CN¥0.50 is the same as last year. Ex-date: 28th May 2026 Payment date: 28th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (165% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 17% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 83% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend. Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Director Bin Lin was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Apr 28
Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026 Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China Duyuru • Mar 31
Shenzhen Aisidi Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026 Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026 Duyuru • Dec 31
Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026 Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026 Duyuru • Sep 30
Shenzhen Aisidi Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025 Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025 Duyuru • Jul 02
Shenzhen Aisidi Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025 Shenzhen Aisidi Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025 Duyuru • May 17
Shenzhen Aisidi Co., Ltd. Approves Cash Dividend for the Year 2024 Shenzhen Aisidi Co., Ltd. at its Annual General Meeting of 2024 held on 13 May 2025, approved cash dividend of CNY 5.00000000 per 10 shares (tax included) for the year 2024. Duyuru • Apr 23
Shenzhen Aisidi Co., Ltd. Proposes Final Cash Dividend for the Year 2024 Shenzhen Aisidi Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 5.00000000 for the year 2024. Duyuru • Apr 22
Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 13, 2025 Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 13, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China Duyuru • Mar 31
Shenzhen Aisidi Co., Ltd. to Report Q1, 2025 Results on Apr 22, 2025 Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025 Duyuru • Dec 31
Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025 Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025 New Risk • Nov 08
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (10% average weekly change). Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to CN¥13.29, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.23 per share. Buy Or Sell Opportunity • Oct 29
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 32% to CN¥12.08. The fair value is estimated to be CN¥10.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 48% in the next 2 years. New Risk • Oct 26
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 38% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.16 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.16 in 3Q 2023). Revenue: CN¥18.6b (down 19% from 3Q 2023). Net income: CN¥129.5m (down 35% from 3Q 2023). Profit margin: 0.7% (down from 0.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic 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 remained flat, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥11.10, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.93 per share. Duyuru • Sep 30
Shenzhen Aisidi Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024 Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024 New Risk • Sep 19
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 24% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Reported Earnings • Aug 27
Second quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.12 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.12 in 2Q 2023). Revenue: CN¥17.2b (down 20% from 2Q 2023). Net income: CN¥227.6m (up 58% from 2Q 2023). Profit margin: 1.3% (up from 0.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 13% 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 • Aug 05
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥9.86, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 11% over the past three years. Duyuru • Jun 29
Shenzhen Aisidi Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024 Shenzhen Aisidi Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024 Declared Dividend • May 25
Dividend reduced to CN¥0.40 Dividend of CN¥0.40 is 20% lower than last year. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • May 25
Shenzhen Aisidi Co.,Ltd. Proposes Final Cash Dividend on A Shares for the Year 2023, Payable on May 30, 2024 Shenzhen Aisidi CO.,LTD. Proposed final cash dividend/10 shares (tax included) on A shares of CNY 4.00000000 for the year 2023. Record date is May 29, 2024. Ex-date is May 30, 2024. Payment date is May 30, 2024. Net cash dividend/10 shares after tax: CNY 3.60000000 (CNY 4.00000000- CNY 0.40000000). Duyuru • May 01
Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 21, 2024 Shenzhen Aisidi Co., Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China Reported Earnings • Apr 27
First quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.14 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.14 in 1Q 2023). Revenue: CN¥21.7b (down 13% from 1Q 2023). Net income: CN¥167.9m (down 3.9% from 1Q 2023). Profit margin: 0.8% (up from 0.7% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic 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 increased by 14% per year, which means it is well ahead of earnings. Duyuru • Apr 27
Shenzhen Aisidi Co., Ltd. Proposes Final Cash Dividend (Tax Included) for 2023 Shenzhen Aisidi Co., Ltd. proposed final cash dividend (tax included) for 2023 of CNY 4.00000000 per 10 shares. Duyuru • Mar 30
Shenzhen Aisidi Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Shenzhen Aisidi Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥12.19, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.00 per share. Buy Or Sell Opportunity • Mar 20
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to CN¥11.40. The fair value is estimated to be CN¥9.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 94% in the next 2 years. Duyuru • Dec 30
Shenzhen Aisidi Co., Ltd. to Report Fiscal Year 2023 Results on Apr 02, 2024 Shenzhen Aisidi Co., Ltd. announced that they will report fiscal year 2023 results on Apr 02, 2024 Reported Earnings • Oct 26
Third quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.18 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.16 (down from CN¥0.18 in 3Q 2022). Revenue: CN¥22.9b (up 4.7% from 3Q 2022). Net income: CN¥197.7m (down 11% from 3Q 2022). Profit margin: 0.9% (down from 1.0% in 3Q 2022). 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 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year. Duyuru • Sep 30
Shenzhen Aisidi Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023 Shenzhen Aisidi Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023 Reported Earnings • Aug 22
Second quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.17 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.17 in 2Q 2022). Revenue: CN¥21.5b (down 2.0% from 2Q 2022). Net income: CN¥144.4m (down 30% from 2Q 2022). Profit margin: 0.7% (down from 0.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. 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 11% per year, which means it is significantly lagging earnings. Duyuru • Jul 01
Shenzhen Aisidi Co., Ltd. to Report First Half, 2023 Results on Aug 22, 2023 Shenzhen Aisidi Co., Ltd. announced that they will report first half, 2023 results on Aug 22, 2023 Duyuru • May 12
Shenzhen Aisidi CO.,LTD. Announces Final Dividend on A Shares for the Year 2022, Payable on May 19, 2023 Shenzhen Aisidi CO.,LTD. announced final cash dividend/10 shares (tax included) of CNY 5.00000000 on A shares for the year 2022. Record date is May 18, 2023. Ex-date is May 19, 2023. Payment date is May 19, 2023. Reported Earnings • Apr 18
Full year 2022 earnings released: EPS: CN¥0.59 (vs CN¥0.74 in FY 2021) Full year 2022 results: EPS: CN¥0.59 (down from CN¥0.74 in FY 2021). Revenue: CN¥91.4b (down 3.9% from FY 2021). Net income: CN¥730.3m (down 21% from FY 2021). Profit margin: 0.8% (down from 1.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • Oct 25
Third quarter 2022 earnings released: EPS: CN¥0.18 (vs CN¥0.36 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.18 (down from CN¥0.36 in 3Q 2021). Revenue: CN¥21.9b (down 16% from 3Q 2021). Net income: CN¥223.0m (down 50% from 3Q 2021). Profit margin: 1.0% (down from 1.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 24
Second quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.12 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.12 in 2Q 2021). Revenue: CN¥22.0b (up 20% from 2Q 2021). Net income: CN¥207.5m (up 41% from 2Q 2021). Profit margin: 0.9% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 27
First quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.13 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.13 in 1Q 2021). Revenue: CN¥24.0b (up 15% from 1Q 2021). Net income: CN¥200.5m (up 28% from 1Q 2021). Profit margin: 0.8% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 31
Full year 2021 earnings released: EPS: CN¥0.74 (vs CN¥0.56 in FY 2020) Full year 2021 results: EPS: CN¥0.74 (up from CN¥0.56 in FY 2020). Revenue: CN¥95.2b (up 48% from FY 2020). Net income: CN¥922.1m (up 32% from FY 2020). Profit margin: 1.0% (in line with FY 2020). Over the next year, revenue is expected to shrink by 3.6% compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 9% 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 19% share price gain to CN¥13.62, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 142% over the past three years. Reported Earnings • Oct 26
Third quarter 2021 earnings released: EPS CN¥0.36 (vs CN¥0.15 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥26.1b (up 53% from 3Q 2020). Net income: CN¥443.5m (up 141% from 3Q 2020). Profit margin: 1.7% (up from 1.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 24
Second quarter 2021 earnings released: EPS CN¥0.12 (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¥18.4b (up 21% from 2Q 2020). Net income: CN¥147.1m (down 11% from 2Q 2020). Profit margin: 0.8% (down from 1.1% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment deteriorated over the past week After last week's 17% share price decline to CN¥9.21, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 90% over the past three years. Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improved over the past week After last week's 19% share price gain to CN¥11.63, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 128% over the past three years. Valuation Update With 7 Day Price Move • Jun 09
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥9.73, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 36x in the Electronic industry in China. Total returns to shareholders of 81% over the past three years. Reported Earnings • Apr 28
First quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.10 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¥20.9b (up 76% from 1Q 2020). Net income: CN¥157.2m (up 21% from 1Q 2020). Profit margin: 0.8% (down from 1.1% 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 49% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 06
Full year 2020 earnings released: EPS CN¥0.56 (vs CN¥0.28 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥64.2b (up 15% from FY 2019). Net income: CN¥700.5m (up 104% from FY 2019). Profit margin: 1.1% (up from 0.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 25
Investor sentiment deteriorated over the past week After last week's 19% share price decline to CN¥8.25, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 37x in the Electronic industry in China. Total returns to shareholders of 29% over the past three years. Is New 90 Day High Low • Jan 14
New 90-day high: CN¥10.11 The company is up 11% from its price of CN¥9.10 on 16 October 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period. Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥9.57, the stock is trading at a trailing P/E ratio of 22.9x, up from the previous P/E ratio of 19.9x. This compares to an average P/E of 40x in the Electronic industry in China. Total returns to shareholders over the past three years are 38%. Valuation Update With 7 Day Price Move • Jan 08
Investor sentiment improved over the past week After last week's 17% share price gain to CN¥8.75, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 17.9x. This compares to an average P/E of 40x in the Electronic industry in China. Total returns to shareholders over the past three years are 23%. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improved over the past week After last week's 17% share price gain to CN¥8.62, the stock is trading at a trailing P/E ratio of 20.6x, up from the previous P/E ratio of 17.6x. This compares to an average P/E of 43x in the Electronic industry in China. Total returns to shareholders over the past three years are 20%. Is New 90 Day High Low • Dec 28
New 90-day low: CN¥7.34 The company is down 10.0% from its price of CN¥8.16 on 30 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 Electronic industry, which is up 4.0% over the same period. Is New 90 Day High Low • Oct 31
New 90-day low: CN¥8.05 The company is down 20% from its price of CN¥10.01 on 31 July 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 3.0% over the same period. Valuation Update With 7 Day Price Move • Oct 14
Market bids up stock over the past week After last week's 17% share price gain to CN¥9.57, the stock is trading at a trailing P/E ratio of 24.5x, up from the previous P/E ratio of 20.9x. This compares to an average P/E of 50x in the Electronic industry in China. Total returns to shareholders over the past three years are 16%.