Duyuru • Apr 24
Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 28, 2026 Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 28, 2026, at 14:50 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China Duyuru • Mar 31
Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 24, 2026 Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026 Duyuru • Dec 31
Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026 Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026 Duyuru • Sep 30
Shannon Semiconductor Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 23, 2025 Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025 Duyuru • Sep 16
Shannon Semiconductor Technology Co.,Ltd. Approves Interim Cash Dividend for the Year 2025 Shannon Semiconductor Technology Co.,Ltd. at its Extraordinary General Meeting held on 12 September 2025, approved interim cash dividend/10 shares (tax included) of CNY 0.35000000 for the year 2025. Duyuru • Aug 28
Shannon Semiconductor Technology Co.,Ltd. Proposes Interim Cash Dividend for the Year 2025 Shannon Semiconductor Technology Co.,Ltd. at its Extraordinary General Meeting to be held on 12 September 2025, proposed interim cash dividend/10 shares (tax included) of CNY 0.35000000 for the year 2025. Duyuru • Jul 02
Shannon Semiconductor Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025 Shannon Semiconductor Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025 Duyuru • Apr 09
Shannon Semiconductor Technology Co.,Ltd. Proposes Final Cash Dividend for the Year 2024 Shannon Semiconductor Technology Co.,Ltd. announced on 08 April 2025 the profit distribution proposal for 2024 as final cash dividend (tax included) of CNY 0.58000000 per ten shares. Duyuru • Apr 08
Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, Apr 29, 2025 Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, Apr 29, 2025, at 14:50 China Standard Time. Location: 22F, Tower B, No. 166, Haide 3rd Road, Nanshan District, Shenzhen, Guangdong China Duyuru • Mar 31
Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025 Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025 Duyuru • Dec 31
Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 08, 2025 Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 08, 2025 Valuation Update With 7 Day Price Move • Nov 01
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥30.93, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Machinery industry in China. Total returns to shareholders of 13% over the past year. Reported Earnings • Oct 26
Third quarter 2024 earnings released: EPS: CN¥0.47 (vs CN¥0.085 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.47 (up from CN¥0.085 in 3Q 2023). Revenue: CN¥8.70b (up 164% from 3Q 2023). Net income: CN¥208.0m (up 418% from 3Q 2023). Profit margin: 2.4% (up from 1.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 16% growth forecast for the Machinery industry in China. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥32.33, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Machinery industry in China. Total returns to shareholders of 7.3% over the past year. Duyuru • Sep 30
Shannon Semiconductor Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 26, 2024 Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024 Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥27.81, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Machinery industry in China. Total loss to shareholders of 7.0% over the past year. New Risk • Aug 06
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 7.2% 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: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change). Buy Or Sell Opportunity • Aug 05
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 29% to CN¥25.83. The fair value is estimated to be CN¥33.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years. Declared Dividend • Jul 05
Dividend increased to CN¥0.17 Dividend of CN¥0.17 is 19% higher than last year. Ex-date: 10th July 2024 Payment date: 10th July 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Jul 01
Now 3.2% overvalued Over the last 90 days, the stock has fallen 29% to CN¥30.08. The fair value is estimated to be CN¥29.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years. Duyuru • Jun 29
Shannon Semiconductor Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024 Shannon Semiconductor Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 Valuation Update With 7 Day Price Move • Jun 25
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥29.15, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 16x in the Machinery industry in China. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.08 per share. Buy Or Sell Opportunity • Jun 17
Now 20% overvalued Over the last 90 days, the stock has fallen 15% to CN¥35.50. The fair value is estimated to be CN¥29.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years. Buy Or Sell Opportunity • May 16
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 38% to CN¥35.15. The fair value is estimated to be CN¥28.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 62% in the next 2 years. New Risk • May 05
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change). Duyuru • Apr 27
Shannon Semiconductor Technology Co.,Ltd. Announces Profit Distribution Proposal for 2023 Shannon Semiconductor Technology Co.,Ltd. announced on 25 April 2024 the profit distribution proposal for 2023 as Cash dividend/10 shares (tax included): CNY 1.66000000. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: CN¥0.03 (vs CN¥0.20 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.03 (down from CN¥0.20 in 1Q 2023). Revenue: CN¥2.30b (up 47% from 1Q 2023). Net income: CN¥14.1m (down 84% from 1Q 2023). Profit margin: 0.6% (down from 5.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Machinery industry in China. Duyuru • Apr 26
Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 16, 2024 Shannon Semiconductor Technology Co.,Ltd., Annual General Meeting, May 16, 2024, at 14:50 China Standard Time. Location: 24F, No. 3176, Keyuan South Road, Nanshan District, Shenzhen, Guangdong China Duyuru • Mar 30
Shannon Semiconductor Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024 Shannon Semiconductor Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024 Valuation Update With 7 Day Price Move • Mar 28
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥37.10, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 17x in the Machinery industry in China. Total returns to shareholders of 114% over the past year. Duyuru • Mar 14
Fang Haibo completed the acquisition of 5% stake in Shannon Semiconductor Technology Co.,Ltd. (SZSE:300475) from Shenzhen Linghui Jishi Equity Investment Fund Partnership Enterprise (Limited Partnership) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) and Wuhu Hongwei Co-Stone Investment Fund Management Partnership Enterprise (Limited Partnership). Fang Haibo signed a share transfer agreement to acquire 5% stake in Shannon Semiconductor Technology Co.,Ltd. (SZSE:300475) from Shenzhen Linghui Jishi Equity Investment Fund Partnership Enterprise (Limited Partnership) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) and Wuhu Hongwei Co-Stone Investment Fund Management Partnership Enterprise (Limited Partnership) for approximately CNY 570 million on January 16, 2024. Fang Haibo will pay CNY 24.8 per share as consideration. The 20% transfer price of CNY 113.5 million shall be paid within fifteen days of agreement signing and the remaining balance shall be paid within one month after the date of transfer shares registration.
Fang Haibo completed the acquisition of 5% stake in Shannon Semiconductor Technology Co.,Ltd. (SZSE:300475) from Shenzhen Linghui Jishi Equity Investment Fund Partnership Enterprise (Limited Partnership) managed by Shenzhen Lingxin Jishi Equity Investment Fund Management Partnership Enterprise (L.P.) and Wuhu Hongwei Co-Stone Investment Fund Management Partnership Enterprise (Limited Partnership) on March 12, 2024. Valuation Update With 7 Day Price Move • Mar 01
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥34.42, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Machinery industry in China. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥25.17, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Machinery industry in China. Duyuru • Dec 29
Shannon Semiconductor Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024 Shannon Semiconductor Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024 Valuation Update With 7 Day Price Move • Nov 24
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥33.85, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 18x in the Machinery industry in China. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥31.23, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the Machinery industry in China. Reported Earnings • Oct 25
Third quarter 2023 earnings released: EPS: CN¥0.085 (vs CN¥0.023 loss in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.085 (up from CN¥0.023 loss in 3Q 2022). Revenue: CN¥3.30b (up 56% from 3Q 2022). Net income: CN¥40.2m (up CN¥49.6m from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Machinery industry in China. Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥28.61, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 18x in the Machinery industry in China. Reported Earnings • Aug 28
Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.26 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.20 (down from CN¥0.26 in 2Q 2022). Revenue: CN¥2.76b (down 43% from 2Q 2022). Net income: CN¥91.1m (down 17% from 2Q 2022). Profit margin: 3.3% (up from 2.3% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Machinery industry in China. Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥30.90, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Machinery industry in China. Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥31.00, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Machinery industry in China. Duyuru • Jun 29
Shannon Semiconductor Technology Co.,Ltd. Announces Final Dividend on A Shares for the Year 2022, Payable on July 5, 2023 Shannon Semiconductor Technology Co.,Ltd. announced final cash dividend/10 shares (tax included) of CNY 1.40000000 on A shares for the year 2022. Record date is July 4, 2023. Ex-date is July 5, 2023. Payment date is July 5, 2023. New Risk • Jun 26
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 9.1% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.1% average weekly change). High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (8.9% increase in shares outstanding). Valuation Update With 7 Day Price Move • May 23
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥23.10, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Machinery industry in China. Reported Earnings • Apr 17
Full year 2022 earnings released: EPS: CN¥0.75 (vs CN¥0.53 in FY 2021) Full year 2022 results: EPS: CN¥0.75 (up from CN¥0.53 in FY 2021). Revenue: CN¥13.8b (up 50% from FY 2021). Net income: CN¥313.7m (up 40% from FY 2021). Profit margin: 2.3% (down from 2.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Machinery industry in China. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥20.50, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Machinery industry in China.