End-of-day quote
Shanghai S.E.
06:00:00 2024-05-28 pm EDT
|
5-day change
|
1st Jan Change
|
37.16
CNY
|
+0.98%
|
|
-3.68%
|
-1.77%
|
Fiscal Period: December |
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
19,789
|
25,233
|
16,526
|
11,281
|
11,035
|
-
|
-
|
Enterprise Value (EV)
1 |
19,789
|
25,233
|
13,961
|
8,613
|
7,961
|
7,640
|
7,300
|
P/E ratio
|
116
x
|
61.4
x
|
36.4
x
|
33.5
x
|
27.5
x
|
21.7
x
|
18.2
x
|
Yield
|
0.21%
|
0.32%
|
0.53%
|
0.57%
|
0.77%
|
1.06%
|
1.21%
|
Capitalization / Revenue
|
20.7
x
|
16.8
x
|
9.13
x
|
7.64
x
|
5.83
x
|
4.8
x
|
3.93
x
|
EV / Revenue
|
20.7
x
|
16.8
x
|
7.71
x
|
5.83
x
|
4.21
x
|
3.32
x
|
2.6
x
|
EV / EBITDA
|
-
|
52
x
|
26.3
x
|
22.7
x
|
17.2
x
|
13
x
|
10.1
x
|
EV / FCF
|
-
|
-
|
74.6
x
|
30.3
x
|
41.9
x
|
16
x
|
-
|
FCF Yield
|
-
|
-
|
1.34%
|
3.3%
|
2.39%
|
6.23%
|
-
|
Price to Book
|
17.1
x
|
16.5
x
|
4.91
x
|
3.1
x
|
2.8
x
|
2.53
x
|
2.25
x
|
Nbr of stocks (in thousands)
|
277,693
|
277,693
|
298,226
|
298,192
|
296,960
|
-
|
-
|
Reference price
2 |
71.26
|
90.87
|
55.41
|
37.83
|
37.16
|
37.16
|
37.16
|
Announcement Date
|
3/30/21
|
3/3/22
|
3/20/23
|
3/27/24
|
-
|
-
|
-
|
Fiscal Period: December |
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
955
|
1,498
|
1,811
|
1,477
|
1,891
|
2,299
|
2,809
|
EBITDA
1 |
-
|
485
|
531.2
|
379.6
|
463
|
587.8
|
720.7
|
EBIT
1 |
157.7
|
469.6
|
506.7
|
349.6
|
446.8
|
556.7
|
674.8
|
Operating Margin
|
16.51%
|
31.34%
|
27.98%
|
23.68%
|
23.62%
|
24.21%
|
24.02%
|
Earnings before Tax (EBT)
1 |
158
|
469.6
|
507.1
|
349.4
|
456.3
|
576
|
682
|
Net income
1 |
139.4
|
410.5
|
435.2
|
323.1
|
402.1
|
510.9
|
609.5
|
Net margin
|
14.59%
|
27.4%
|
24.03%
|
21.88%
|
21.26%
|
22.22%
|
21.7%
|
EPS
2 |
0.6159
|
1.480
|
1.521
|
1.130
|
1.349
|
1.714
|
2.043
|
Free Cash Flow
1 |
-
|
-
|
187
|
284.4
|
190
|
476
|
-
|
FCF margin
|
-
|
-
|
10.33%
|
19.26%
|
10.05%
|
20.7%
|
-
|
FCF Conversion (EBITDA)
|
-
|
-
|
35.21%
|
74.94%
|
41.04%
|
80.98%
|
-
|
FCF Conversion (Net income)
|
-
|
-
|
42.98%
|
88.02%
|
47.25%
|
93.17%
|
-
|
Dividend per Share
2 |
0.1512
|
0.2934
|
0.2921
|
0.2170
|
0.2858
|
0.3930
|
0.4496
|
Announcement Date
|
3/30/21
|
3/3/22
|
3/20/23
|
3/27/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q4
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
---|
Net sales
1 |
398.8
|
-
|
483.8
|
373.7
|
345.8
|
372.3
|
371.7
|
501.9
|
602.3
|
501.9
|
504.5
|
630.6
|
EBITDA
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
112.3
|
132.8
|
112.3
|
110.9
|
135.8
|
EBIT
1 |
112.4
|
-
|
108.9
|
-
|
76.42
|
108.5
|
112.8
|
102.4
|
122.9
|
102.4
|
99.61
|
124.5
|
Operating Margin
|
28.17%
|
-
|
22.52%
|
-
|
22.1%
|
29.16%
|
30.34%
|
20.4%
|
20.4%
|
20.4%
|
19.74%
|
19.74%
|
Earnings before Tax (EBT)
|
-
|
-
|
-
|
-
|
75.47
|
108.9
|
-
|
-
|
-
|
-
|
-
|
-
|
Net income
1 |
99.72
|
103.5
|
97.47
|
-
|
67.28
|
108.2
|
100.1
|
102.7
|
120.4
|
102.7
|
101.4
|
123
|
Net margin
|
25%
|
-
|
20.15%
|
-
|
19.46%
|
29.07%
|
26.92%
|
20.46%
|
19.99%
|
20.46%
|
20.1%
|
19.5%
|
EPS
2 |
0.3622
|
0.3571
|
0.3214
|
-
|
0.2200
|
0.4100
|
0.3500
|
0.3444
|
0.4037
|
0.3444
|
0.3400
|
0.4123
|
Dividend per Share
2 |
-
|
-
|
-
|
-
|
-
|
0.2170
|
-
|
-
|
-
|
0.2755
|
-
|
-
|
Announcement Date
|
3/3/22
|
10/25/22
|
3/20/23
|
4/26/23
|
10/26/23
|
3/27/24
|
4/29/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
1 |
-
|
-
|
2,565
|
2,667
|
3,074
|
3,395
|
3,735
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
-
|
-
|
187
|
284
|
190
|
476
|
-
|
ROE (net income / shareholders' equity)
|
18.5%
|
30.6%
|
18.8%
|
9.25%
|
10.4%
|
12.5%
|
12.1%
|
ROA (Net income/ Total Assets)
|
12.6%
|
25%
|
14.8%
|
7.76%
|
9.26%
|
10.9%
|
11.6%
|
Assets
1 |
1,103
|
1,642
|
2,941
|
4,165
|
4,341
|
4,700
|
5,255
|
Book Value Per Share
2 |
4.180
|
5.510
|
11.30
|
12.20
|
13.30
|
14.70
|
16.50
|
Cash Flow per Share
2 |
0.2900
|
1.620
|
0.9200
|
1.590
|
0.9100
|
1.570
|
1.930
|
Capex
1 |
58.1
|
146
|
86.3
|
191
|
127
|
60.7
|
67.3
|
Capex / Sales
|
6.08%
|
9.74%
|
4.76%
|
12.94%
|
6.7%
|
2.64%
|
2.4%
|
Announcement Date
|
3/30/21
|
3/3/22
|
3/20/23
|
3/27/24
|
-
|
-
|
-
|
Last Close Price
37.16
CNY Average target price
41.05
CNY Spread / Average Target +10.47% Consensus |
1st Jan change
|
Capi.
|
---|
| -1.77% | 1.52B | | +131.56% | 2,825B | | +44.52% | 686B | | +24.43% | 644B | | +11.94% | 267B | | +43.80% | 232B | | +14.27% | 177B | | +54.03% | 146B | | -40.06% | 128B | | +60.50% | 126B |
Other Semiconductors
|