View ValuationBxn Holding 将来の成長Future 基準チェック /16Bxn Holding利益と収益がそれぞれ年間14.5%と7.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.2% 15.1%なると予測されています。主要情報14.5%収益成長率15.15%EPS成長率Luxury 収益成長17.3%収益成長率7.2%将来の株主資本利益率10.17%アナリストカバレッジLow最終更新日20 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 30Bxn Holding Co., Ltd. to Report First Half, 2026 Results on Aug 15, 2026Bxn Holding Co., Ltd. announced that they will report first half, 2026 results on Aug 15, 2026Declared Dividend • May 23Dividend of CN¥0.17 announcedShareholders will receive a dividend of CN¥0.17. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 4.0%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Su Baoyan was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 25Baoxiniao Holding Co., Ltd., Annual General Meeting, May 19, 2026Baoxiniao Holding Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Yongjia County, Zhejiang Chinaお知らせ • Mar 31Baoxiniao Holding Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Baoxiniao Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Dec 31Baoxiniao Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Baoxiniao Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026お知らせ • Sep 30Baoxiniao Holding Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Baoxiniao Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Jul 02Baoxiniao Holding Co., Ltd. to Report First Half, 2025 Results on Aug 16, 2025Baoxiniao Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 16, 2025お知らせ • May 22Baoxiniao Holding Co., Ltd. Approves Cash Dividend for 2024Baoxiniao Holding Co., Ltd. at its AGM held on May 16, 2025 approved Cash dividend (tax included): CNY 0.50000000 per ten shares for 2024.お知らせ • Apr 22Baoxiniao Holding Co., Ltd. Proposes Final Cash Dividend for 2024Baoxiniao Holding Co., Ltd. announced on 21 April 2025 the profit distribution proposal for 2024 as follows: Final cash dividend per 10 shares (tax included) of CNY 0.50000000.お知らせ • Apr 20Baoxiniao Holding Co., Ltd., Annual General Meeting, May 16, 2025Baoxiniao Holding Co., Ltd., Annual General Meeting, May 16, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Yongjia County, Zhejiang Chinaお知らせ • Mar 31Baoxiniao Holding Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Baoxiniao Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 31Baoxiniao Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025Baoxiniao Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.045 (vs CN¥0.10 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.045 (down from CN¥0.10 in 3Q 2023). Revenue: CN¥1.06b (down 12% from 3Q 2023). Net income: CN¥71.3m (down 52% from 3Q 2023). Profit margin: 6.7% (down from 12% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Baoxiniao Holding Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Baoxiniao Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥3.98, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Luxury industry in China. Total loss to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.03 per share.お知らせ • Sep 06Baoxiniao Holding Co., Ltd. Announces Interim Cash Dividend of the Year 2024 of A shares, Payable on 12 September 2024Baoxiniao Holding Co., Ltd. announced interim cash dividend/10 shares (tax included) of CNY 5.00000000 for year 2024 of A shares. Record date is 11 September 2024. Ex-date is 12 September 2024. Payment date is 12 September 2024.お知らせ • Aug 20Baoxiniao Holding Co., Ltd. Proposes Cash Dividend for the First Half of 2024Baoxiniao Holding Co., Ltd. proposed Cash dividend/10 shares (tax included) of CNY0.70000000 for the first half of 2024.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: CN¥0.067 (vs CN¥0.10 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.067 (down from CN¥0.10 in 2Q 2023). Revenue: CN¥1.13b (down 4.5% from 2Q 2023). Net income: CN¥93.8m (down 38% from 2Q 2023). Profit margin: 8.3% (down from 13% in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥4.54, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Luxury industry in China. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.63 per share.お知らせ • Jun 29Baoxiniao Holding Co., Ltd. to Report First Half, 2024 Results on Aug 17, 2024Baoxiniao Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 17, 2024Declared Dividend • May 11Dividend of CN¥0.25 announcedShareholders will receive a dividend of CN¥0.25. Ex-date: 16th May 2024 Payment date: 16th May 2024 Dividend yield will be 4.3%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 11Baoxiniao Holding Co., Ltd. Implements Cash Dividend on A Shares for 2023, Payable on 16 May 2024Baoxiniao Holding Co., Ltd. implemented cash dividend on A shares of CNY 2.50000000 for 2023. Record date: 15 May 2024. Ex-date: 16 May 2024. Payment date: 16 May 2024.Buy Or Sell Opportunity • Apr 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to CN¥5.98. The fair value is estimated to be CN¥7.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 4.9%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Apr 13Full year 2023 earnings released: EPS: CN¥0.48 (vs CN¥0.31 in FY 2022)Full year 2023 results: EPS: CN¥0.48 (up from CN¥0.31 in FY 2022). Revenue: CN¥5.25b (up 22% from FY 2022). Net income: CN¥697.9m (up 52% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 13+ 1 more updateBaoxiniao Holding Co., Ltd., Annual General Meeting, May 07, 2024Baoxiniao Holding Co., Ltd., Annual General Meeting, May 07, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Yongjia County, Zhejiang China Agenda: To consider 2023 work report of the board of directors; to consider 2023 annual accounts report; to consider 2023 annual report and its summary; to consider 2023 profit distribution plan; to consider Provision of guarantee for subsidiaries within the scope of consolidated statements; to consider Investment in wealth management products with idle proprietary funds; to consider 2024 estimated quota of continuing connected transactions; to consider 2024 remuneration plan for directors and senior management; to consider System for audit firm appointment; to consider External financial aid management system; to consider External guarantee management measures; to consider Management system for remuneration and performance appraisal of directors, supervisors and senior management; to consider Reappointment of audit firm.お知らせ • Mar 30Baoxiniao Holding Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Baoxiniao Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Dec 29Baoxiniao Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024Baoxiniao Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024New Risk • Oct 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.08 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.10 (up from CN¥0.08 in 3Q 2022). Revenue: CN¥1.20b (up 15% from 3Q 2022). Net income: CN¥147.5m (up 23% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 30Baoxiniao Holding Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023Baoxiniao Holding Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023New Risk • Aug 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.04 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.10 (up from CN¥0.04 in 2Q 2022). Revenue: CN¥1.18b (up 41% from 2Q 2022). Net income: CN¥152.0m (up 158% from 2Q 2022). Profit margin: 13% (up from 7.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 01Baoxiniao Holding Co., Ltd. to Report First Half, 2023 Results on Aug 19, 2023Baoxiniao Holding Co., Ltd. announced that they will report first half, 2023 results on Aug 19, 2023お知らせ • May 12Baoxiniao Holding Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 17 May 2023Baoxiniao Holding Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022, payable on 17 May 2023. Record date is 16 May 2023. Ex-date is 17 May 2023.Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CN¥0.31 (vs CN¥0.38 in FY 2021)Full year 2022 results: EPS: CN¥0.31 (down from CN¥0.38 in FY 2021). Revenue: CN¥4.31b (down 3.1% from FY 2021). Net income: CN¥458.8m (down 1.2% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 17% per year.Buying Opportunity • Mar 14Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be CN¥6.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Haoran Li was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.08 (vs CN¥0.082 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.08. Revenue: CN¥1.04b (up 4.5% from 3Q 2021). Net income: CN¥119.7m (up 14% from 3Q 2021). Profit margin: 12% (up from 11% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Luxury industry in China.Reported Earnings • Aug 21Second quarter 2022 earnings released: EPS: CN¥0.04 (vs CN¥0.069 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.04 (down from CN¥0.069 in 2Q 2021). Revenue: CN¥838.3m (down 14% from 2Q 2021). Net income: CN¥59.0m (down 27% from 2Q 2021). Profit margin: 7.0% (down from 8.3% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 23%, compared to a 23% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.14. Revenue: CN¥1.16b (up 16% from 1Q 2021). Net income: CN¥205.8m (up 14% from 1Q 2021). Profit margin: 18% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 24% growth forecast for the industry in China.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Peng Tao was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 17Full year 2021 earnings released: EPS: CN¥0.38 (vs CN¥0.30 in FY 2020)Full year 2021 results: EPS: CN¥0.38 (up from CN¥0.30 in FY 2020). Revenue: CN¥4.45b (up 18% from FY 2020). Net income: CN¥464.4m (up 27% from FY 2020). Profit margin: 10% (in line with FY 2020). Over the next year, revenue is forecast to grow 22%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥5.70, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Luxury industry in China. Total returns to shareholders of 94% over the past three years.Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.069 (vs CN¥0.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥980.1m (up 35% from 2Q 2020). Net income: CN¥81.0m (up 59% from 2Q 2020). Profit margin: 8.3% (up from 7.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥5.68, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Luxury industry in China. Total returns to shareholders of 78% over the past three years.Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥5.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Luxury industry in China. Total returns to shareholders of 66% over the past three years.Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.30 (vs CN¥0.17 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.80b (up 16% from FY 2019). Net income: CN¥368.0m (up 75% from FY 2019). Profit margin: 9.7% (up from 6.4% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 06New 90-day low: CN¥3.21The company is down 2.0% from its price of CN¥3.27 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥6.57 per share.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥287.5m, up 98% from the prior year. Total revenue was CN¥3.36b over the last 12 months, up 5.8% from the prior year.Is New 90 Day High Low • Oct 16New 90-day high: CN¥3.83The company is up 20% from its price of CN¥3.20 on 17 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.05 per share.Valuation Update With 7 Day Price Move • Oct 15Market bids up stock over the past weekAfter last week's 15% share price gain to CN¥3.66, the stock is trading at a trailing P/E ratio of 20.4x, up from the previous P/E ratio of 17.7x. This compares to an average P/E of 29x in the Luxury industry in China. Total returns to shareholders over the past three years are 2.5%.業績と収益の成長予測XSEC:002154 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20286,482610N/A1,061212/31/20275,966490N/A547312/31/20265,556428N/A64033/31/20265,306408421743N/A12/31/20255,169342324636N/A9/30/20255,09731632657N/A6/30/20255,06534868658N/A3/31/20255,104415152764N/A12/31/20245,15349591702N/A9/30/20245,122558570863N/A6/30/20245,262634624953N/A3/31/20245,3166926611,022N/A12/31/20235,2546987711,154N/A9/30/20234,942629579945N/A6/30/20234,788602523873N/A3/31/20234,446509500758N/A1/1/20234,313459317515N/A9/30/20224,517482302484N/A6/30/20224,472467334492N/A3/31/20224,614489338507N/A1/1/20224,451464474619N/A9/30/20214,500493707815N/A6/30/20214,390512769845N/A3/31/20214,135482696761N/A12/31/20203,788366643719N/A9/30/20203,364287404497N/A6/30/20203,216215297395N/A3/31/20203,150184257366N/A12/31/20193,273210N/A396N/A9/30/20193,180145N/A274N/A6/30/20193,127124N/A397N/A3/31/20193,144108N/A359N/A12/31/20183,11052N/A348N/A9/30/20183,015129N/A397N/A6/30/20182,86696N/A431N/A3/31/20182,78447N/A480N/A12/31/20172,60126N/A451N/A9/30/20172,348-318N/A369N/A6/30/20172,231-320N/A276N/A3/31/20172,087-382N/A287N/A12/31/20162,008-387N/A278N/A9/30/20162,019-166N/A217N/A6/30/20162,162-73N/A261N/A3/31/20162,13441N/A239N/A12/31/20152,242100N/A308N/A9/30/20152,246173N/A444N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 002154の予測収益成長率 (年間14.5% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002154の収益 ( 14.5% ) CN市場 ( 26.1% ) よりも低い成長が予測されています。高成長収益: 002154の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 002154の収益 ( 7.2% ) CN市場 ( 16.1% ) よりも低い成長が予測されています。高い収益成長: 002154の収益 ( 7.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002154の 自己資本利益率 は、3年後には低くなると予測されています ( 10.2 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/23 20:32終値2026/07/23 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Bxn Holding Co., Ltd. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Shuai HaoChina Galaxy Securities Co., Ltd.Jichuan LinChina International Capital Corporation LimitedYunfeng LiuChina Stock Investment Research Co. Ltd. (DeepValue.online)6 その他のアナリストを表示
お知らせ • Jun 30Bxn Holding Co., Ltd. to Report First Half, 2026 Results on Aug 15, 2026Bxn Holding Co., Ltd. announced that they will report first half, 2026 results on Aug 15, 2026
Declared Dividend • May 23Dividend of CN¥0.17 announcedShareholders will receive a dividend of CN¥0.17. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 4.0%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Su Baoyan was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 25Baoxiniao Holding Co., Ltd., Annual General Meeting, May 19, 2026Baoxiniao Holding Co., Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Yongjia County, Zhejiang China
お知らせ • Mar 31Baoxiniao Holding Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Baoxiniao Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Dec 31Baoxiniao Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Baoxiniao Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
お知らせ • Sep 30Baoxiniao Holding Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Baoxiniao Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jul 02Baoxiniao Holding Co., Ltd. to Report First Half, 2025 Results on Aug 16, 2025Baoxiniao Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 16, 2025
お知らせ • May 22Baoxiniao Holding Co., Ltd. Approves Cash Dividend for 2024Baoxiniao Holding Co., Ltd. at its AGM held on May 16, 2025 approved Cash dividend (tax included): CNY 0.50000000 per ten shares for 2024.
お知らせ • Apr 22Baoxiniao Holding Co., Ltd. Proposes Final Cash Dividend for 2024Baoxiniao Holding Co., Ltd. announced on 21 April 2025 the profit distribution proposal for 2024 as follows: Final cash dividend per 10 shares (tax included) of CNY 0.50000000.
お知らせ • Apr 20Baoxiniao Holding Co., Ltd., Annual General Meeting, May 16, 2025Baoxiniao Holding Co., Ltd., Annual General Meeting, May 16, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Yongjia County, Zhejiang China
お知らせ • Mar 31Baoxiniao Holding Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Baoxiniao Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 31Baoxiniao Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025Baoxiniao Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.045 (vs CN¥0.10 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.045 (down from CN¥0.10 in 3Q 2023). Revenue: CN¥1.06b (down 12% from 3Q 2023). Net income: CN¥71.3m (down 52% from 3Q 2023). Profit margin: 6.7% (down from 12% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Baoxiniao Holding Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Baoxiniao Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥3.98, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Luxury industry in China. Total loss to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.03 per share.
お知らせ • Sep 06Baoxiniao Holding Co., Ltd. Announces Interim Cash Dividend of the Year 2024 of A shares, Payable on 12 September 2024Baoxiniao Holding Co., Ltd. announced interim cash dividend/10 shares (tax included) of CNY 5.00000000 for year 2024 of A shares. Record date is 11 September 2024. Ex-date is 12 September 2024. Payment date is 12 September 2024.
お知らせ • Aug 20Baoxiniao Holding Co., Ltd. Proposes Cash Dividend for the First Half of 2024Baoxiniao Holding Co., Ltd. proposed Cash dividend/10 shares (tax included) of CNY0.70000000 for the first half of 2024.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: CN¥0.067 (vs CN¥0.10 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.067 (down from CN¥0.10 in 2Q 2023). Revenue: CN¥1.13b (down 4.5% from 2Q 2023). Net income: CN¥93.8m (down 38% from 2Q 2023). Profit margin: 8.3% (down from 13% in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥4.54, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Luxury industry in China. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.63 per share.
お知らせ • Jun 29Baoxiniao Holding Co., Ltd. to Report First Half, 2024 Results on Aug 17, 2024Baoxiniao Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 17, 2024
Declared Dividend • May 11Dividend of CN¥0.25 announcedShareholders will receive a dividend of CN¥0.25. Ex-date: 16th May 2024 Payment date: 16th May 2024 Dividend yield will be 4.3%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 11Baoxiniao Holding Co., Ltd. Implements Cash Dividend on A Shares for 2023, Payable on 16 May 2024Baoxiniao Holding Co., Ltd. implemented cash dividend on A shares of CNY 2.50000000 for 2023. Record date: 15 May 2024. Ex-date: 16 May 2024. Payment date: 16 May 2024.
Buy Or Sell Opportunity • Apr 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to CN¥5.98. The fair value is estimated to be CN¥7.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 4.9%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Apr 13Full year 2023 earnings released: EPS: CN¥0.48 (vs CN¥0.31 in FY 2022)Full year 2023 results: EPS: CN¥0.48 (up from CN¥0.31 in FY 2022). Revenue: CN¥5.25b (up 22% from FY 2022). Net income: CN¥697.9m (up 52% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 13+ 1 more updateBaoxiniao Holding Co., Ltd., Annual General Meeting, May 07, 2024Baoxiniao Holding Co., Ltd., Annual General Meeting, May 07, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Yongjia County, Zhejiang China Agenda: To consider 2023 work report of the board of directors; to consider 2023 annual accounts report; to consider 2023 annual report and its summary; to consider 2023 profit distribution plan; to consider Provision of guarantee for subsidiaries within the scope of consolidated statements; to consider Investment in wealth management products with idle proprietary funds; to consider 2024 estimated quota of continuing connected transactions; to consider 2024 remuneration plan for directors and senior management; to consider System for audit firm appointment; to consider External financial aid management system; to consider External guarantee management measures; to consider Management system for remuneration and performance appraisal of directors, supervisors and senior management; to consider Reappointment of audit firm.
お知らせ • Mar 30Baoxiniao Holding Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Baoxiniao Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Dec 29Baoxiniao Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024Baoxiniao Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024
New Risk • Oct 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.08 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.10 (up from CN¥0.08 in 3Q 2022). Revenue: CN¥1.20b (up 15% from 3Q 2022). Net income: CN¥147.5m (up 23% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 30Baoxiniao Holding Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023Baoxiniao Holding Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
New Risk • Aug 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.04 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.10 (up from CN¥0.04 in 2Q 2022). Revenue: CN¥1.18b (up 41% from 2Q 2022). Net income: CN¥152.0m (up 158% from 2Q 2022). Profit margin: 13% (up from 7.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 01Baoxiniao Holding Co., Ltd. to Report First Half, 2023 Results on Aug 19, 2023Baoxiniao Holding Co., Ltd. announced that they will report first half, 2023 results on Aug 19, 2023
お知らせ • May 12Baoxiniao Holding Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 17 May 2023Baoxiniao Holding Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.00000000 for the year 2022, payable on 17 May 2023. Record date is 16 May 2023. Ex-date is 17 May 2023.
Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CN¥0.31 (vs CN¥0.38 in FY 2021)Full year 2022 results: EPS: CN¥0.31 (down from CN¥0.38 in FY 2021). Revenue: CN¥4.31b (down 3.1% from FY 2021). Net income: CN¥458.8m (down 1.2% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 17% per year.
Buying Opportunity • Mar 14Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be CN¥6.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Haoran Li was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.08 (vs CN¥0.082 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.08. Revenue: CN¥1.04b (up 4.5% from 3Q 2021). Net income: CN¥119.7m (up 14% from 3Q 2021). Profit margin: 12% (up from 11% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Luxury industry in China.
Reported Earnings • Aug 21Second quarter 2022 earnings released: EPS: CN¥0.04 (vs CN¥0.069 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.04 (down from CN¥0.069 in 2Q 2021). Revenue: CN¥838.3m (down 14% from 2Q 2021). Net income: CN¥59.0m (down 27% from 2Q 2021). Profit margin: 7.0% (down from 8.3% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 23%, compared to a 23% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.14. Revenue: CN¥1.16b (up 16% from 1Q 2021). Net income: CN¥205.8m (up 14% from 1Q 2021). Profit margin: 18% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 24% growth forecast for the industry in China.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Peng Tao was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 17Full year 2021 earnings released: EPS: CN¥0.38 (vs CN¥0.30 in FY 2020)Full year 2021 results: EPS: CN¥0.38 (up from CN¥0.30 in FY 2020). Revenue: CN¥4.45b (up 18% from FY 2020). Net income: CN¥464.4m (up 27% from FY 2020). Profit margin: 10% (in line with FY 2020). Over the next year, revenue is forecast to grow 22%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥5.70, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Luxury industry in China. Total returns to shareholders of 94% over the past three years.
Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.069 (vs CN¥0.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥980.1m (up 35% from 2Q 2020). Net income: CN¥81.0m (up 59% from 2Q 2020). Profit margin: 8.3% (up from 7.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥5.68, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Luxury industry in China. Total returns to shareholders of 78% over the past three years.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥5.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Luxury industry in China. Total returns to shareholders of 66% over the past three years.
Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.30 (vs CN¥0.17 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.80b (up 16% from FY 2019). Net income: CN¥368.0m (up 75% from FY 2019). Profit margin: 9.7% (up from 6.4% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 06New 90-day low: CN¥3.21The company is down 2.0% from its price of CN¥3.27 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥6.57 per share.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥287.5m, up 98% from the prior year. Total revenue was CN¥3.36b over the last 12 months, up 5.8% from the prior year.
Is New 90 Day High Low • Oct 16New 90-day high: CN¥3.83The company is up 20% from its price of CN¥3.20 on 17 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.05 per share.
Valuation Update With 7 Day Price Move • Oct 15Market bids up stock over the past weekAfter last week's 15% share price gain to CN¥3.66, the stock is trading at a trailing P/E ratio of 20.4x, up from the previous P/E ratio of 17.7x. This compares to an average P/E of 29x in the Luxury industry in China. Total returns to shareholders over the past three years are 2.5%.