End-of-day quote
Shanghai S.E.
06:00:00 2024-05-13 pm EDT
|
5-day change
|
1st Jan Change
|
73.1
CNY
|
-2.53%
|
|
+1.01%
|
-40.27%
|
Fiscal Period: December |
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
45,480
|
13,707
|
8,092
|
-
|
-
|
Enterprise Value (EV)
1 |
43,906
|
13,456
|
6,586
|
6,697
|
6,662
|
P/E ratio
|
110
x
|
62.4
x
|
25.1
x
|
20.4
x
|
17.3
x
|
Yield
|
0.39%
|
0.82%
|
1.81%
|
2.28%
|
2.87%
|
Capitalization / Revenue
|
34
x
|
9.65
x
|
3.81
x
|
2.98
x
|
2.4
x
|
EV / Revenue
|
32.8
x
|
9.48
x
|
3.1
x
|
2.47
x
|
1.97
x
|
EV / EBITDA
|
126
x
|
56
x
|
22.7
x
|
17.7
x
|
14.7
x
|
EV / FCF
|
-
|
-
|
-
|
-
|
-
|
FCF Yield
|
-
|
-
|
-
|
-
|
-
|
Price to Book
|
12.2
x
|
3.73
x
|
2.1
x
|
1.98
x
|
1.85
x
|
Nbr of stocks (in thousands)
|
112,000
|
112,000
|
110,694
|
-
|
-
|
Reference price
2 |
406.1
|
122.4
|
73.10
|
73.10
|
73.10
|
Announcement Date
|
2/27/23
|
2/26/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
-
|
1,338
|
1,420
|
2,124
|
2,713
|
3,374
|
EBITDA
1 |
-
|
347.9
|
240.2
|
290.4
|
378.9
|
454.7
|
EBIT
1 |
-
|
423
|
226.3
|
275.4
|
375.8
|
436.7
|
Operating Margin
|
-
|
31.6%
|
15.94%
|
12.96%
|
13.85%
|
12.94%
|
Earnings before Tax (EBT)
1 |
-
|
422.7
|
224
|
334.5
|
426.2
|
511.8
|
Net income
1 |
102.9
|
360.5
|
220.2
|
326.4
|
401.9
|
473.4
|
Net margin
|
-
|
26.94%
|
15.51%
|
15.37%
|
14.81%
|
14.03%
|
EPS
2 |
1.229
|
3.679
|
1.960
|
2.911
|
3.586
|
4.229
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF margin
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (Net income)
|
-
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
2 |
-
|
1.571
|
1.000
|
1.320
|
1.667
|
2.095
|
Announcement Date
|
5/18/22
|
2/27/23
|
2/26/24
|
-
|
-
|
-
|
Fiscal Period: December |
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
---|
Net sales
1 |
430.4
|
410.5
|
-
|
222.3
|
310.4
|
451.6
|
427.7
|
446.3
|
624.8
|
732.6
|
-
|
-
|
EBITDA
1 |
127.6
|
-
|
-
|
-
|
-
|
-
|
-
|
52.16
|
69.98
|
67.58
|
-
|
-
|
EBIT
1 |
155
|
119.6
|
-
|
-3.773
|
48.04
|
18.15
|
59
|
44.56
|
62.38
|
59.98
|
-
|
-
|
Operating Margin
|
36.01%
|
29.14%
|
-
|
-1.7%
|
15.47%
|
4.02%
|
13.79%
|
9.98%
|
9.98%
|
8.19%
|
-
|
-
|
Earnings before Tax (EBT)
1 |
-
|
-
|
-
|
-
|
47.9
|
16
|
57.95
|
68.89
|
96.45
|
121.2
|
-
|
-
|
Net income
1 |
-
|
-
|
117.6
|
-
|
46.19
|
39.84
|
39.93
|
66.36
|
92.9
|
132.6
|
-
|
-
|
Net margin
|
-
|
-
|
-
|
-
|
14.88%
|
8.82%
|
9.34%
|
14.87%
|
14.87%
|
18.1%
|
-
|
-
|
EPS
2 |
1.107
|
0.9714
|
1.050
|
-
|
0.4100
|
0.3500
|
0.3600
|
0.5925
|
0.8295
|
1.184
|
-
|
-
|
Dividend per Share
2 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
1.489
|
-
|
-
|
Announcement Date
|
10/30/22
|
2/27/23
|
4/25/23
|
8/30/23
|
10/27/23
|
2/26/24
|
4/29/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
1 |
-
|
1,574
|
250
|
1,506
|
1,395
|
1,430
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
ROE (net income / shareholders' equity)
|
-
|
18%
|
5.89%
|
8.63%
|
9.93%
|
10.9%
|
ROA (Net income/ Total Assets)
|
-
|
-
|
-
|
6.5%
|
7.45%
|
8.2%
|
Assets
1 |
-
|
-
|
-
|
5,022
|
5,394
|
5,773
|
Book Value Per Share
2 |
-
|
33.20
|
32.80
|
34.70
|
37.00
|
39.50
|
Cash Flow per Share
2 |
-
|
-2.890
|
-7.700
|
7.240
|
3.650
|
-
|
Capex
1 |
-
|
39.4
|
74.9
|
62.6
|
46.9
|
68.1
|
Capex / Sales
|
-
|
2.95%
|
5.27%
|
2.95%
|
1.73%
|
2.02%
|
Announcement Date
|
5/18/22
|
2/27/23
|
2/26/24
|
-
|
-
|
-
|
Last Close Price
73.1
CNY Average target price
77.67
CNY Spread / Average Target +6.25% Consensus |
1st Jan change
|
Capi.
|
---|
| -40.27% | 1.12B | | +84.48% | 2,248B | | +39.12% | 661B | | +23.63% | 640B | | +3.90% | 248B | | +30.66% | 211B | | +12.13% | 174B | | +46.25% | 138B | | -38.21% | 132B | | +55.23% | 121B |
Other Semiconductors
|