Here's Why We Think Yinbang Clad MaterialLtd (SZSE:300337) Is Well Worth Watching
Here's Why We Think Yinbang Clad MaterialLtd (SZSE:300337) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.
對於一些投機商來說,投資一家可以扭轉命運的公司是非常具有吸引力的,因此即使是沒有營收、沒有盈利和一再受挫的公司,也能夠找到投資者。但正如彼得·林奇在《華爾街上的勝者》中所說的,‘冤大頭幾乎從來不會得到回報。’一個虧損的公司尚未通過盈利證明自己,最終外部資本的流入可能會乾涸。
So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Yinbang Clad MaterialLtd (SZSE:300337). Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business.
因此,如果高風險高回報的理念不適合您,您可能會更感興趣的是盈利穩步增長的企業,比如銀邦複合材料股份有限公司(SZSE:300337)。這並不是說該公司提供了最佳的投資機會,但盈利能力是業務成功的關鍵組成部分。
How Fast Is Yinbang Clad MaterialLtd Growing?
銀邦複合材料有多快的增長?
Generally, companies experiencing growth in earnings per share (EPS) should see similar trends in share price. That makes EPS growth an attractive quality for any company. Shareholders will be happy to know that Yinbang Clad MaterialLtd's EPS has grown 24% each year, compound, over three years. This has no doubt fuelled the optimism that sees the stock trading on a high multiple of earnings.
一般來說,每股收益(EPS)增長的公司應該看到相似的股價趨勢。這使得EPS增長成爲任何公司的有吸引力的品質。股東們會很高興地知道,銀邦複合材料每年都以24%的複合增長率增長EPS超過三年。這無疑刺激了將股票交易在高收益上的樂觀情緒。
It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. Yinbang Clad MaterialLtd maintained stable EBIT margins over the last year, all while growing revenue 12% to CN¥4.6b. That's a real positive.
查看淨利潤(EBIT)利潤率以及營收增長通常有助於了解公司增長的質量。銀邦複合材料去年維持了穩定的EBIt利潤率,同時將營收增長了12%至46億元人民幣。這是真正的積極因素。
You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.
您可以查看下面的圖表,以查看公司的收入和利潤增長趨勢。單擊圖表可查看確切數字。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240712/0-a59545d84a0b47643369e96259dddfc5-0-f516c08c939dcb90122bc6847fd2f43b.png/big)
While profitability drives the upside, prudent investors always check the balance sheet, too.
儘管利潤帶來上行動能,但審慎投資者也應檢查資產負債表。
Are Yinbang Clad MaterialLtd Insiders Aligned With All Shareholders?
如果內部人員也持有股份,就會給投資者提供一種擁有公司股份的安全感,從而創造出一種自身利益與更廣泛股東群體的緊密對齊關係。銀邦複合材料的追隨者會很樂意知道,內部人員持有大量資本,與更廣泛的股東群體的利益保持一致。事實上,他們已經在持有了佔25%的業務,這種持股可以賦予內部人員很大的影響力,也有充分的理由爲股東產生價值。因此,有機會投資一家管理層有明顯激勵的公司。
It should give investors a sense of security owning shares in a company if insiders also own shares, creating a close alignment their interests. Yinbang Clad MaterialLtd followers will find comfort in knowing that insiders have a significant amount of capital that aligns their best interests with the wider shareholder group. Indeed, they have a considerable amount of wealth invested in it, currently valued at CN¥1.7b. Coming in at 25% of the business, that holding gives insiders a lot of influence, and plenty of reason to generate value for shareholders. So there is opportunity here to invest in a company whose management have tangible incentives to deliver.
看到內部人員投資公司是好事,但薪酬水平合理嗎?我們的快速分析顯示,是。與銀邦複合材料市值在人民幣29億至120億元之間的公司相似的公司的首席執行官的中位數總補償水平約爲110萬元。銀邦複合材料的首席執行官在2023年12月的總補償僅爲42.9萬元人民幣。這可能被認爲是一個象徵性的數量,並表明公司不需要使用薪酬來激勵首席執行官-這通常是一個好的跡象。管理層的薪酬水平不應該是公司受到關注的最大因素,但適度的薪酬是一個積極因素,因爲它表明董事會考慮到股東的利益。這也可以是良好治理的一個跡象。
It's good to see that insiders are invested in the company, but are remuneration levels reasonable? Our quick analysis into CEO remuneration would seem to indicate they are. The median total compensation for CEOs of companies similar in size to Yinbang Clad MaterialLtd, with market caps between CN¥2.9b and CN¥12b, is around CN¥1.1m.
您應該把銀邦複合材料添加到自選列表中嗎?
Yinbang Clad MaterialLtd's CEO only received compensation totalling CN¥429k in the year to December 2023. This could be considered a token amount, and indicates that the company does not need to use payment to motivate the CEO - that is often a good sign. While the level of CEO compensation shouldn't be the biggest factor in how the company is viewed, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. It can also be a sign of good governance, more generally.
您無法否認銀邦複合材料的每股收益增長速度非常令人印象深刻。這非常吸引人。如果您仍有疑慮,請記住,公司內部人員投資的金額相當可觀,他們的股份與股東和首席執行官的工資相比也相當適度。每個人在投資時都有自己的偏好,但這確實使銀邦複合材料顯得非常有趣。不要忘記可能仍然存在風險。例如,我們已經確定銀邦複合材料存在3個警告信號(其中2個可能嚴重),您應該意識到這些風險。
Should You Add Yinbang Clad MaterialLtd To Your Watchlist?
儘管銀邦複合材料看起來很不錯,但如果內部人員購買其股票,可能會更具吸引力。如果您喜歡看到投資者更關注公司的情況,那麼請查看這些手工挑選的中國公司,它們不僅擁有強大的增長,而且還具有強大的內部支持。
You can't deny that Yinbang Clad MaterialLtd has grown its earnings per share at a very impressive rate. That's attractive. If you still have your doubts, remember too that company insiders have a considerable investment aligning themselves with the shareholders and CEO pay is quite modest compared to similarly sized companiess. Everyone has their own preferences when it comes to investing but it definitely makes Yinbang Clad MaterialLtd look rather interesting indeed. Don't forget that there may still be risks. For instance, we've identified 3 warning signs for Yinbang Clad MaterialLtd (2 are potentially serious) you should be aware of.
你不能否認艾衛公司以出色的速度增長其每股收益。這很吸引人。如果你還有疑慮,請記住公司內部人士已有相當大的投資與股東和CEO的工資相比規模相當小。每個人在投資時都有自己的偏好,但這確實使藝邦覆蓋資料股份有點有趣。別忘了仍然可能存在風險。例如,我們已經識別出3個警告信號,其中2個風險可能十分嚴重,你應該意識到。
Although Yinbang Clad MaterialLtd certainly looks good, it may appeal to more investors if insiders were buying up shares. If you like to see companies with more skin in the game, then check out this handpicked selection of Chinese companies that not only boast of strong growth but have strong insider backing.
儘管藝邦覆蓋材料股份看起來確實不錯,但如果內部人士在大量買進股票,這可能會吸引更多投資者的興趣。如果你想看到更多擁有更多激勵的公司,則可以查看這個手選的在增長和內部人士支持方面都非常強的中國公司。
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
請注意,本文討論的內部交易是指在相關司法管轄區中報告的交易。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
對本文有反饋?關注內容?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
對本文有反饋? 對內容感到擔憂? 請直接與我們聯繫。 或者,發送電子郵件至editorial-team@simplywallst.com。