End-of-day quote
Shanghai S.E.
06:00:00 2024-04-25 pm EDT
|
5-day change
|
1st Jan Change
|
78.7
CNY
|
+2.06%
|
|
+6.22%
|
-14.82%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
65,785
|
93,146
|
117,369
|
68,350
|
61,615
|
52,486
|
-
|
-
|
Enterprise Value (EV)
1 |
63,907
|
85,784
|
110,803
|
61,510
|
54,391
|
44,400
|
43,442
|
41,576
|
P/E ratio
|
102
x
|
103
x
|
49.8
x
|
33.2
x
|
385
x
|
51
x
|
32.2
x
|
25.9
x
|
Yield
|
0.19%
|
0.28%
|
0.6%
|
0.61%
|
-
|
0.46%
|
0.89%
|
1.03%
|
Capitalization / Revenue
|
20.5
x
|
20.7
x
|
13.8
x
|
8.41
x
|
10.7
x
|
7.18
x
|
5.71
x
|
4.84
x
|
EV / Revenue
|
20
x
|
19.1
x
|
13
x
|
7.57
x
|
9.44
x
|
6.07
x
|
4.72
x
|
3.83
x
|
EV / EBITDA
|
84.8
x
|
76
x
|
43.2
x
|
24
x
|
104
x
|
37.2
x
|
23.3
x
|
18.4
x
|
EV / FCF
|
-
|
123
x
|
67.6
x
|
154
x
|
64.9
x
|
89.9
x
|
47
x
|
27
x
|
FCF Yield
|
-
|
0.81%
|
1.48%
|
0.65%
|
1.54%
|
1.11%
|
2.13%
|
3.7%
|
Price to Book
|
12.6
x
|
8.71
x
|
8.71
x
|
4.5
x
|
4.05
x
|
3.34
x
|
2.99
x
|
2.78
x
|
Nbr of stocks (in thousands)
|
629,309
|
660,277
|
667,436
|
667,025
|
666,906
|
666,906
|
-
|
-
|
Reference price
2 |
104.5
|
141.1
|
175.8
|
102.5
|
92.39
|
78.70
|
78.70
|
78.70
|
Announcement Date
|
3/26/20
|
4/16/21
|
3/11/22
|
4/27/23
|
4/19/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
3,203
|
4,497
|
8,510
|
8,130
|
5,761
|
7,315
|
9,199
|
10,853
|
EBITDA
1 |
754
|
1,128
|
2,567
|
2,560
|
522.2
|
1,194
|
1,865
|
2,260
|
EBIT
1 |
661.5
|
939.3
|
2,305
|
2,222
|
119.8
|
927.7
|
1,538
|
1,911
|
Operating Margin
|
20.65%
|
20.89%
|
27.08%
|
27.33%
|
2.08%
|
12.68%
|
16.72%
|
17.61%
|
Earnings before Tax (EBT)
1 |
643.7
|
939.2
|
2,523
|
2,262
|
124.7
|
1,030
|
1,695
|
2,051
|
Net income
1 |
606.9
|
880.7
|
2,337
|
2,053
|
161.1
|
1,031
|
1,631
|
2,024
|
Net margin
|
18.95%
|
19.58%
|
27.46%
|
25.25%
|
2.8%
|
14.09%
|
17.73%
|
18.65%
|
EPS
2 |
1.026
|
1.364
|
3.530
|
3.090
|
0.2400
|
1.544
|
2.447
|
3.035
|
Free Cash Flow
1 |
-
|
698.4
|
1,640
|
399
|
838.4
|
494
|
923.3
|
1,538
|
FCF margin
|
-
|
15.53%
|
19.27%
|
4.91%
|
14.55%
|
6.75%
|
10.04%
|
14.17%
|
FCF Conversion (EBITDA)
|
-
|
61.9%
|
63.9%
|
15.58%
|
160.56%
|
41.37%
|
49.51%
|
68.02%
|
FCF Conversion (Net income)
|
-
|
79.3%
|
70.19%
|
19.44%
|
520.3%
|
47.92%
|
56.62%
|
75.95%
|
Dividend per Share
2 |
0.1939
|
0.4000
|
1.060
|
0.6200
|
-
|
0.3645
|
0.6970
|
0.8072
|
Announcement Date
|
3/26/20
|
4/16/21
|
3/11/22
|
4/27/23
|
4/19/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019 S2
|
2020 S1
|
2020 S2
|
2021 Q4
|
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 S1
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
---|
Net sales
1 |
-
|
1,658
|
2,839
|
2,180
|
2,230
|
2,551
|
1,988
|
1,361
|
1,341
|
1,625
|
1,429
|
1,366
|
1,627
|
1,813
|
-
|
1,915
|
1,841
|
1,955
|
2,416
|
EBITDA
1 |
-
|
-
|
-
|
631.9
|
778.4
|
743.6
|
675.1
|
363
|
-
|
-
|
-
|
-
|
-
|
163.1
|
-
|
187.6
|
263.5
|
-
|
-
|
EBIT
1 |
-
|
-
|
588
|
688.6
|
761.8
|
901.8
|
613.3
|
-55.29
|
145.3
|
186.8
|
58.32
|
-294.6
|
202.7
|
232.1
|
223
|
343.9
|
199.5
|
472.7
|
-
|
Operating Margin
|
-
|
-
|
20.71%
|
31.58%
|
34.16%
|
35.35%
|
30.85%
|
-4.06%
|
10.83%
|
11.5%
|
4.08%
|
-21.56%
|
12.46%
|
12.8%
|
-
|
17.95%
|
10.84%
|
24.18%
|
-
|
Earnings before Tax (EBT)
1 |
-
|
-
|
586.3
|
679.3
|
-
|
902.7
|
611.9
|
-14.35
|
146.1
|
188.2
|
84.84
|
-294.4
|
204.4
|
272.8
|
-
|
269.3
|
299.5
|
349.5
|
443.7
|
Net income
1 |
419.4
|
363.2
|
517.5
|
688.6
|
685.9
|
841.1
|
565
|
-39.35
|
150.1
|
185.9
|
97.69
|
-272.5
|
204.8
|
219.2
|
-
|
249.9
|
268.6
|
326.1
|
412.1
|
Net margin
|
-
|
21.91%
|
18.23%
|
31.58%
|
30.76%
|
32.97%
|
28.42%
|
-2.89%
|
11.19%
|
11.44%
|
6.84%
|
-19.95%
|
12.58%
|
12.09%
|
-
|
13.05%
|
14.59%
|
16.68%
|
17.06%
|
EPS
2 |
-
|
-
|
0.7857
|
1.040
|
1.030
|
1.270
|
0.8500
|
-0.0600
|
0.2300
|
0.2800
|
0.1400
|
-0.4100
|
0.3100
|
0.4497
|
-
|
0.4923
|
0.3987
|
0.6395
|
0.6180
|
Dividend per Share
2 |
-
|
-
|
-
|
1.060
|
-
|
-
|
-
|
0.6200
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
0.4376
|
-
|
-
|
Announcement Date
|
3/26/20
|
8/25/20
|
4/16/21
|
3/11/22
|
4/27/22
|
8/26/22
|
10/28/22
|
4/27/23
|
4/27/23
|
8/25/23
|
10/24/23
|
4/19/24
|
4/19/24
|
-
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
1 |
1,878
|
7,362
|
6,566
|
6,840
|
7,224
|
8,086
|
9,043
|
10,910
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
-
|
698
|
1,640
|
399
|
838
|
494
|
923
|
1,538
|
ROE (net income / shareholders' equity)
|
17%
|
10.6%
|
19.4%
|
14.4%
|
1.06%
|
6.48%
|
9.76%
|
11.8%
|
ROA (Net income/ Total Assets)
|
13.4%
|
9.85%
|
17.2%
|
12.8%
|
-
|
5.85%
|
8.86%
|
9.09%
|
Assets
1 |
4,517
|
8,942
|
13,565
|
16,032
|
-
|
17,621
|
18,415
|
22,269
|
Book Value Per Share
2 |
8.300
|
16.20
|
20.20
|
22.80
|
22.80
|
23.60
|
26.30
|
28.30
|
Cash Flow per Share
2 |
1.540
|
1.600
|
3.390
|
1.420
|
1.780
|
2.150
|
2.400
|
2.800
|
Capex
1 |
277
|
361
|
622
|
551
|
348
|
463
|
474
|
489
|
Capex / Sales
|
8.65%
|
8.03%
|
7.31%
|
6.77%
|
6.05%
|
6.34%
|
5.15%
|
4.51%
|
Announcement Date
|
3/26/20
|
4/16/21
|
3/11/22
|
4/27/23
|
4/19/24
|
-
|
-
|
-
|
Last Close Price
78.7
CNY Average target price
89.54
CNY Spread / Average Target +13.77% Consensus |
1st Jan change
|
Capi.
|
---|
| -14.82% | 7.24B | | +77.16% | 2,159B | | +20.41% | 623B | | +31.87% | 622B | | +6.78% | 254B | | +14.54% | 185B | | +4.12% | 162B | | +34.57% | 127B | | +35.67% | 105B | | +1.72% | 100B |
Other Semiconductors
|