ESR Group (SEHK:1821) - Cotización, noticias y análisis

Resumen de acción 1821

1821 fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	4/6
Past Performance	1/6
Financial Health	2/6
Dividends	1/6

Recompensas

Cotiza un 44.9% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 19.41%

Análisis de riesgos

Los pagos de intereses no están bien cubiertos por los beneficios

Los márgenes de beneficio (26.5%) son inferiores a los del año pasado (54.8%)

Grandes partidas extraordinarias que afectan a los resultados financieros

Competidores de ESR Group Limited

New World Development

SEHK:17

HK$19.1b

Kerry Properties

SEHK:683

HK$20.3b

Swire Pacific

SEHK:19

HK$79.4b

Wharf (Holdings)

SEHK:4

HK$74.3b

Historial de precios y rendimiento

Summary of all time highs, changes and price drops for ESR Group
Historical stock prices
Current Share Price	HK$7.96
52 Week High	HK$15.08
52 Week Low	HK$7.18
Beta	0.60
1 Month Change	2.58%
3 Month Change	-23.02%
1 Year Change	-38.29%
3 Year Change	-69.33%
5 Year Change	n/a
Change since IPO	-55.03%

Noticias y actualizaciones recientes

ESR Group (HKG:1821) Is Due To Pay A Dividend Of $0.125

Apr 10

ESR Group's (HKG:1821) Shareholders Have More To Worry About Than Only Soft Earnings

Mar 28

ESR Group Limited (HKG:1821) Stocks Pounded By 27% But Not Lagging Market On Growth Or Pricing

Mar 23

Recent updates

ESR Group (HKG:1821) Is Due To Pay A Dividend Of $0.125

Apr 10

ESR Group's (HKG:1821) Shareholders Have More To Worry About Than Only Soft Earnings

Mar 28

ESR Group Limited (HKG:1821) Stocks Pounded By 27% But Not Lagging Market On Growth Or Pricing

Mar 23

ESR Group Limited (HKG:1821) Shares Could Be 35% Below Their Intrinsic Value Estimate

Oct 09

ESR Group's (HKG:1821) Dividend Will Be $0.125

Aug 28

An Intrinsic Calculation For ESR Group Limited (HKG:1821) Suggests It's 40% Undervalued

May 03

These 4 Measures Indicate That ESR Group (HKG:1821) Is Using Debt Extensively

Mar 23

ESR Group Limited (HKG:1821) Shares Could Be 24% Below Their Intrinsic Value Estimate

Jan 23

These 4 Measures Indicate That ESR Group (HKG:1821) Is Using Debt Reasonably Well

Dec 02

Are Investors Undervaluing ESR Group Limited (HKG:1821) By 38%?

Oct 14

Here's Why ESR Group (HKG:1821) Has A Meaningful Debt Burden

Aug 27

Rentabilidad de los accionistas

	1821	HK Real Estate	Mercado HK
7D	-6.8%	-4.3%	-2.0%
1Y	-38.3%	-39.4%	-14.3%

Rentabilidad vs. Industria: 1821 superó al sector Hong Kong Real Estate , que obtuvo un rendimiento del -38.3% el año pasado.

Rentabilidad vs. Mercado: 1821 obtuvo unos resultados inferiores a los del mercado Hong Kong, que fue del -16.4% el año pasado.

Volatilidad de los precios

Is 1821's price volatile compared to industry and market?
1821 volatility
1821 Average Weekly Movement	9.7%
Real Estate Industry Average Movement	7.5%
Market Average Movement	7.5%
10% most volatile stocks in HK Market	14.9%
10% least volatile stocks in HK Market	3.8%

Precio estable de las acciones: El precio de las acciones de 1821 ha sido volátil en los últimos 3 meses.

Volatilidad a lo largo del tiempo: La volatilidad semanal de 1821 (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

Fundada	Empleados	CEO	Página web
2006	2,201	Stuart Gibson	www.esr.com

ESR Group Limited, junto con sus filiales, se dedica a las actividades de desarrollo, arrendamiento y gestión de inmuebles logísticos en Hong Kong, China, Japón, Corea del Sur, Australia, Nueva Zelanda, Sudeste Asiático, India, Europa y a escala internacional. La empresa opera a través de tres segmentos: Inversión, Gestión de Fondos y Desarrollo de la Nueva Economía. También invierte en propiedades, así como coinvierte en fondos, vehículos, REIT y otras inversiones.

Resumen de fundamentos de ESR Group Limited

¿Cómo se comparan los beneficios e ingresos de ESR Group con su capitalización de mercado?
Estadísticas fundamentales de 1821
Capitalización bursátil	HK$33.53b
Beneficios(TTM)	HK$1.59b
Ingresos (TTM)	HK$6.66b

21.0x

Ratio precio-beneficio (PE)

5.0x

Ratio precio-ventas (PS)

¿Está 1821 sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de 1821
Ingresos	US$850.96m
Coste de los ingresos	US$59.80m
Beneficio bruto	US$791.16m
Otros gastos	US$587.53m
Beneficios	US$203.63m

Últimos beneficios comunicados

Dec 31, 2023

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)	0.048
Margen bruto	92.97%
Margen de beneficio neto	23.93%
Ratio deuda/patrimonio	68.5%

¿Cómo se ha desempeñado 1821 a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.1%

Rentabilidad actual por dividendo

69%

Ratio de pagos

¿Paga 1821 dividendos fiables?

Ver historial de dividendos e índices de referencia de 1821

¿Cuándo hay que comprar 1821 para recibir un próximo dividendo?
fechas de dividendos de ESR Group
Fecha ex dividendo	Jun 07 2024
Fecha de pago de dividendos	Jun 28 2024
Días hasta ex dividendo	48 days
Días hasta la fecha de pago de dividendos	69 days

¿Paga 1821 dividendos fiables?

Ver historial de dividendos e índices de referencia de 1821

Resumen de acción 1821

Recompensas

Análisis de riesgos

Competidores de ESR Group Limited

SEHK:17

HK$19.1b

SEHK:683

HK$20.3b

SEHK:19

HK$79.4b

SEHK:4

HK$74.3b

Historial de precios y rendimiento

Noticias y actualizaciones recientes

ESR Group (HKG:1821) Is Due To Pay A Dividend Of $0.125

ESR Group's (HKG:1821) Shareholders Have More To Worry About Than Only Soft Earnings

Consensus EPS estimates fall by 16%

ESR Group Limited (HKG:1821) Stocks Pounded By 27% But Not Lagging Market On Growth Or Pricing

ESR Group Limited, Annual General Meeting, May 31, 2024

ESR Group Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 28 June 2024

Recent updates

ESR Group (HKG:1821) Is Due To Pay A Dividend Of $0.125

ESR Group's (HKG:1821) Shareholders Have More To Worry About Than Only Soft Earnings

Consensus EPS estimates fall by 16%

ESR Group Limited (HKG:1821) Stocks Pounded By 27% But Not Lagging Market On Growth Or Pricing

ESR Group Limited, Annual General Meeting, May 31, 2024

ESR Group Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 28 June 2024

Investor sentiment deteriorates as stock falls 22%

ESR Group Limited to Report Fiscal Year 2023 Results on Mar 21, 2024

Are Investors Undervaluing ESR Group Limited (HKG:1821) By 47%?

Consensus EPS estimates fall by 12%

Shareholders Should Be Pleased With ESR Group Limited's (HKG:1821) Price

ESR Group Limited Announces Appointment of Joanne Sarah McNamara as Non-Executive Director, Effective 1 January 2024

Is ESR Group (HKG:1821) Using Too Much Debt?

ESR Group Limited (HKG:1821) Shares Could Be 35% Below Their Intrinsic Value Estimate

New minor risk - Profit margin trend

Upcoming dividend of HK$0.13 per share at 2.1% yield

ESR Group's (HKG:1821) Dividend Will Be $0.125

ESR Group Limited Declares Interim Dividend for the Financial Year Ending 31 December 2023, Payable on 29 September 2023

ESR Group Limited to Report First Half, 2023 Results on Aug 23, 2023

Paceline Equity Partners, LLC and ESR Group acquired Renaissance Dallas at Plano Legacy West Hotel from SAM Moon Trading, Inc.

ESR Group Limited Announces Retirement of Wei Hu as A Non-Executive Director

Investor sentiment improves as stock rises 15%

Upcoming dividend of HK$0.13 per share at 1.9% yield

An Intrinsic Calculation For ESR Group Limited (HKG:1821) Suggests It's 40% Undervalued

Insider recently bought HK$54k worth of stock

Consensus revenue estimates fall by 10%

These 4 Measures Indicate That ESR Group (HKG:1821) Is Using Debt Extensively

ESR Group Limited (HKG:1821) Shares Could Be 24% Below Their Intrinsic Value Estimate

Now 20% undervalued after recent price drop

Independent Non-Executive Director recently bought HK$2.4m worth of stock

These 4 Measures Indicate That ESR Group (HKG:1821) Is Using Debt Reasonably Well

Investor sentiment improved over the past week

UBS Group AG on behalf of its clients acquired 13-storey office block from ESR Group Limited (SEHK:1821) and Partners Group Holding AG (SWX:PGHN).

Investor sentiment deteriorated over the past week

Insider recently bought HK$56k worth of stock

Are Investors Undervaluing ESR Group Limited (HKG:1821) By 38%?

Now 22% undervalued

ESR Group Limited Announces Change of Chief Financial Officer

Here's Why ESR Group (HKG:1821) Has A Meaningful Debt Burden

ESR Group Limited Declares Maiden Interim Dividend for the Year Ending December 31, 2022, Payable on September 30, 2022

ESR Group Limited to Report First Half, 2022 Results on Aug 25, 2022

ESR Group Limited (SEHK:1821) acquired additional 25% stake in ESR Funds Management (S) Limited from Shanghai Summit Pte Ltd.

ESR Group Limited Board Establishes Dividend Policy

EG Phoenix IX Limited entered into the SPA to acquire 100% issued shares in ABM Capital Limited from ESR Group Limited (SEHK:1821) for approximately CNY 390 million.

EG Phoenix IX Limited entered into the SPA to acquire 100% issued shares in ABM Capital Limited from ESR Group Limited (SEHK:1821) for approximately CNY 390 million.

ESR Cayman Limited Announces Board Changes

ESR Cayman Limited Appoints Wei-Lin Kwee as an Independent Non-Executive Director

An unknown buyer agreed to acquire 18.16% stake in China Logistics Property Holdings Co., Ltd (SEHK:1589) from ESR Cayman Limited (SEHK:1821) for HKD 2.7 billion.

Now 21% undervalued after recent price drop

ESR Cayman Limited Announces Appointment of Ms. Serene Siew Noi Nah as Independent Non-Executive Directorx

Now 21% undervalued after recent price drop

ESR Cayman Limited (SEHK:1821) and an unknown investor acquired Portfolio of 11 logistics properties in China.

ESR Cayman Limited (SEHK:1821) (ESR) completed the acquisition of ARA Asset Management Limited (ARA) from a group of investors.

Independent Non-Executive Director recently bought HK$466k worth of stock

GIC Pte. Ltd. and ESR Cayman Limited (SEHK:1821) completed the acquisition of Australian logistics property portfolio from The Blackstone Group Inc. (NYSE:BX).

ESR Cayman Limited to Report Fiscal Year 2020 Results on Mar 25, 2021

New 90-day low: HK$23.05

LOGOS Reportedly Taps Moelis in Bid for Milestone Logistics

ESR Cayman Limited Announces Appointment of Hu Wei as Non-Executive Director