End-of-day quote
Shanghai S.E.
23:00:00 23/06/2024 BST
|
5-day change
|
1st Jan Change
|
32.14
CNY
|
+1.26%
|
|
-0.80%
|
+18.94%
|
Fiscal Period: December |
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
19,789
|
25,233
|
16,526
|
11,281
|
13,349
|
-
|
-
|
Enterprise Value (EV)
1 |
19,789
|
25,233
|
13,961
|
8,613
|
10,215
|
9,892
|
9,489
|
P/E ratio
|
116
x
|
61.4
x
|
36.4
x
|
33.5
x
|
34.4
x
|
26.8
x
|
22
x
|
Yield
|
0.21%
|
0.32%
|
0.53%
|
0.57%
|
0.63%
|
0.87%
|
1%
|
Capitalization / Revenue
|
20.7
x
|
16.8
x
|
9.13
x
|
7.64
x
|
7.19
x
|
5.81
x
|
4.75
x
|
EV / Revenue
|
20.7
x
|
16.8
x
|
7.71
x
|
5.83
x
|
5.5
x
|
4.3
x
|
3.38
x
|
EV / EBITDA
|
-
|
52
x
|
26.3
x
|
22.7
x
|
22.9
x
|
16.8
x
|
13.2
x
|
EV / FCF
|
-
|
-
|
74.6
x
|
30.3
x
|
53.8
x
|
20.8
x
|
-
|
FCF Yield
|
-
|
-
|
1.34%
|
3.3%
|
1.86%
|
4.81%
|
-
|
Price to Book
|
17.1
x
|
16.5
x
|
4.91
x
|
3.1
x
|
3.36
x
|
3.04
x
|
2.7
x
|
Nbr of stocks (in thousands)
|
388,770
|
388,770
|
417,516
|
417,469
|
415,333
|
-
|
-
|
Reference price
2 |
50.90
|
64.91
|
39.58
|
27.02
|
32.14
|
32.14
|
32.14
|
Announcement Date
|
30/03/21
|
03/03/22
|
20/03/23
|
27/03/24
|
-
|
-
|
-
|
Fiscal Period: December |
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
955
|
1,498
|
1,811
|
1,477
|
1,857
|
2,299
|
2,809
|
EBITDA
1 |
-
|
485
|
531.2
|
379.6
|
446.9
|
587.8
|
720.7
|
EBIT
1 |
157.7
|
469.6
|
506.7
|
349.6
|
425.1
|
556.7
|
674.8
|
Operating Margin
|
16.51%
|
31.34%
|
27.98%
|
23.68%
|
22.89%
|
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
|
405.7
|
511.3
|
609.9
|
Net margin
|
14.59%
|
27.4%
|
24.03%
|
21.88%
|
21.84%
|
22.24%
|
21.71%
|
EPS
2 |
0.4399
|
1.057
|
1.087
|
0.8071
|
0.9333
|
1.198
|
1.460
|
Free Cash Flow
1 |
-
|
-
|
187
|
284.4
|
190
|
476
|
-
|
FCF margin
|
-
|
-
|
10.33%
|
19.26%
|
10.23%
|
20.7%
|
-
|
FCF Conversion (EBITDA)
|
-
|
-
|
35.21%
|
74.94%
|
42.51%
|
80.98%
|
-
|
FCF Conversion (Net income)
|
-
|
-
|
42.98%
|
88.02%
|
46.83%
|
93.1%
|
-
|
Dividend per Share
2 |
0.1080
|
0.2096
|
0.2087
|
0.1550
|
0.2020
|
0.2810
|
0.3215
|
Announcement Date
|
30/03/21
|
03/03/22
|
20/03/23
|
27/03/24
|
-
|
-
|
-
|
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
|
103.2
|
120.9
|
103.2
|
101.9
|
123.5
|
Net margin
|
25%
|
-
|
20.15%
|
-
|
19.46%
|
29.07%
|
26.92%
|
20.57%
|
20.07%
|
20.57%
|
20.21%
|
19.58%
|
EPS
2 |
0.2588
|
0.2551
|
0.2296
|
-
|
0.1571
|
0.2929
|
0.2500
|
0.1766
|
0.2068
|
0.1766
|
0.1744
|
0.2113
|
Dividend per Share
2 |
-
|
-
|
-
|
-
|
-
|
0.1550
|
-
|
-
|
-
|
0.1413
|
-
|
-
|
Announcement Date
|
03/03/22
|
25/10/22
|
20/03/23
|
26/04/23
|
26/10/23
|
27/03/24
|
29/04/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
1 |
-
|
-
|
2,565
|
2,667
|
3,134
|
3,457
|
3,860
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
-
|
-
|
187
|
284
|
190
|
476
|
-
|
ROE (net income / shareholders' equity)
|
18.5%
|
30.6%
|
18.8%
|
9.25%
|
10.5%
|
12.5%
|
12%
|
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
|
4,379
|
4,703
|
5,258
|
Book Value Per Share
2 |
2.980
|
3.940
|
8.050
|
8.730
|
9.570
|
10.60
|
11.90
|
Cash Flow per Share
2 |
0.2100
|
1.160
|
0.6500
|
1.140
|
0.6500
|
1.120
|
1.380
|
Capex
1 |
58.1
|
146
|
86.3
|
191
|
61.8
|
60.7
|
67.3
|
Capex / Sales
|
6.08%
|
9.74%
|
4.76%
|
12.94%
|
3.33%
|
2.64%
|
2.4%
|
Announcement Date
|
30/03/21
|
03/03/22
|
20/03/23
|
27/03/24
|
-
|
-
|
-
|
Last Close Price
32.14
CNY Average target price
29.31
CNY Spread / Average Target -8.79% Consensus |
1st Jan change
|
Capi.
|
---|
| +18.94% | 1.84B | | +138.50% | 2,903B | | +58.52% | 753B | | +42.64% | 741B | | +8.72% | 259B | | +38.86% | 224B | | +13.71% | 177B | | +101.04% | 157B | | -39.16% | 130B | | +57.60% | 111B |
Other Semiconductors
|