Gansu Shangfeng Materials（000672）株式概要甘粛上鳳セメント有限公司は、中国で建築資材、セメントおよびセメントクリンカー製品の製造・販売を行っている。 詳細000672 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績1/6財務の健全性5/6配当金5/6報酬株価収益率（ 26.2 x） CN市場（ 46.5 x）を下回っています。収益は年間20.16%増加すると予測されています リスク分析財務結果に影響を与える大きな一時的項目 不安定な配当実績 すべてのリスクチェックを見る000672 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥16.2320.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture09b2016201920222025202620282031Revenue CN¥6.1bEarnings CN¥805.6mAdvancedSet Fair ValueView all narrativesGansu Shangfeng Materials Co., Ltd. 競合他社BBMG Jidong Cement GroupSymbol: SZSE:000401Market cap: CN¥10.4bSichuan Hexie ShuangmaSymbol: SZSE:000935Market cap: CN¥19.9bGuangdong Tapai GroupSymbol: SZSE:002233Market cap: CN¥7.8bBeijing Oriental Yuhong Waterproof TechnologySymbol: SZSE:002271Market cap: CN¥30.0b価格と性能株価の高値、安値、推移の概要Gansu Shangfeng Materials過去の株価現在の株価CN¥16.2352週高値CN¥19.4952週安値CN¥7.59ベータ0.971ヶ月の変化11.62%3ヶ月変化11.55%1年変化99.14%3年間の変化65.78%5年間の変化0.34%IPOからの変化170.12%最新ニュースDeclared Dividend • May 25Dividend of CN¥0.48 announcedShareholders will receive a dividend of CN¥0.48. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 2.6%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥17.18, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Basic Materials industry in China. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.40 per share.Price Target Changed • May 04Price target increased by 18% to CN¥15.03Up from CN¥12.76, the current price target is an average from 2 analysts. New target price is 7.4% above last closing price of CN¥14.00. Stock is up 59% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.68 last year.Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 5.2% to CN¥13.19. The fair value is estimated to be CN¥10.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 44% in the next year.お知らせ • Apr 28Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 19, 2026Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China最新情報をもっと見るRecent updatesDeclared Dividend • May 25Dividend of CN¥0.48 announcedShareholders will receive a dividend of CN¥0.48. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 2.6%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥17.18, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Basic Materials industry in China. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.40 per share.Price Target Changed • May 04Price target increased by 18% to CN¥15.03Up from CN¥12.76, the current price target is an average from 2 analysts. New target price is 7.4% above last closing price of CN¥14.00. Stock is up 59% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.68 last year.Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 5.2% to CN¥13.19. The fair value is estimated to be CN¥10.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 44% in the next year.お知らせ • Apr 28Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 19, 2026Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Gansu Shangfeng Cement Co.,Ltd to Report Q1, 2026 Results on Apr 28, 2026Gansu Shangfeng Cement Co.,Ltd announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 31Gansu Shangfeng Cement Co.,Ltd to Report Fiscal Year 2025 Results on Apr 28, 2026Gansu Shangfeng Cement Co.,Ltd announced that they will report fiscal year 2025 results on Apr 28, 2026Buy Or Sell Opportunity • Dec 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to CN¥11.00. The fair value is estimated to be CN¥9.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 3.5% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Buy Or Sell Opportunity • Dec 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥10.96. The fair value is estimated to be CN¥9.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 3.5% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Buy Or Sell Opportunity • Oct 31Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to CN¥11.29. The fair value is estimated to be CN¥9.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 3.5% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.27 (vs CN¥0.24 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.27 (up from CN¥0.24 in 3Q 2024). Revenue: CN¥1.33b (down 6.8% from 3Q 2024). Net income: CN¥281.1m (up 20% from 3Q 2024). Profit margin: 21% (up from 16% in 3Q 2024). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.New Risk • Oct 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.お知らせ • Sep 30Gansu Shangfeng Cement Co.,Ltd to Report Q3, 2025 Results on Oct 28, 2025Gansu Shangfeng Cement Co.,Ltd announced that they will report Q3, 2025 results on Oct 28, 2025Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥11.02, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Basic Materials industry in China. Total returns to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.56 per share.Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.13 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.17 (up from CN¥0.13 in 2Q 2024). Revenue: CN¥1.32b (down 11% from 2Q 2024). Net income: CN¥166.9m (up 6.9% from 2Q 2024). Profit margin: 13% (up from 11% in 2Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥10.36, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Basic Materials industry in China. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.52 per share.お知らせ • Jul 02Gansu Shangfeng Cement Co.,Ltd to Report First Half, 2025 Results on Aug 26, 2025Gansu Shangfeng Cement Co.,Ltd announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • May 22+ 1 more updateGansu Shangfeng Cement Co.,Ltd Approves Election of DirectorsGansu Shangfeng Cement Co.,Ltd announced that at its AGM held on May 16, 2025, shareholders approved the election of Liu Zonghu as non-independent director and Du Jian as independent director.Declared Dividend • May 22Dividend increased to CN¥0.63Dividend of CN¥0.63 is 57% higher than last year. Ex-date: 27th May 2025 Payment date: 27th May 2025 Dividend yield will be 7.2%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (89.8% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 34% over the next 3 years, which should maintain adequate earnings cover for the dividend.Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.02 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.09 (up from CN¥0.02 in 1Q 2024). Revenue: CN¥951.3m (up 4.6% from 1Q 2024). Net income: CN¥79.9m (up 448% from 1Q 2024). Profit margin: 8.4% (up from 1.6% in 1Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Apr 25Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 16, 2025Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: Unit E, Building 1, No. 738, Wen'er West Road, Xihu District, Hangzhou, Zhejiang Chinaお知らせ • Mar 31Gansu Shangfeng Cement Co.,Ltd to Report Q1, 2025 Results on Apr 25, 2025Gansu Shangfeng Cement Co.,Ltd announced that they will report Q1, 2025 results on Apr 25, 2025分析記事 • Mar 06Gansu Shangfeng CementLtd (SZSE:000672) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Dec 31Gansu Shangfeng Cement Co.,Ltd to Report Fiscal Year 2024 Results on Apr 25, 2025Gansu Shangfeng Cement Co.,Ltd announced that they will report fiscal year 2024 results on Apr 25, 2025Price Target Changed • Nov 14Price target increased by 8.5% to CN¥9.57Up from CN¥8.82, the current price target is an average from 4 analysts. New target price is 16% above last closing price of CN¥8.28. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of CN¥0.67 for next year compared to CN¥0.78 last year.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.17 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.24 (up from CN¥0.17 in 3Q 2023). Revenue: CN¥1.42b (down 15% from 3Q 2023). Net income: CN¥233.6m (up 38% from 3Q 2023). Profit margin: 16% (up from 10% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.分析記事 • Oct 21A Piece Of The Puzzle Missing From Gansu Shangfeng Cement Co.,Ltd's (SZSE:000672) 35% Share Price ClimbGansu Shangfeng Cement Co.,Ltd ( SZSE:000672 ) shareholders have had their patience rewarded with a 35% share price...分析記事 • Oct 16We Think Gansu Shangfeng CementLtd (SZSE:000672) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 30Gansu Shangfeng Cement Co.,Ltd to Report Q3, 2024 Results on Oct 30, 2024Gansu Shangfeng Cement Co.,Ltd announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥7.26, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Basic Materials industry in China. Total loss to shareholders of 47% over the past three years.New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (98% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.9% net profit margin).Major Estimate Revision • Sep 04Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.34b to CN¥6.02b. EPS estimate also fell from CN¥0.785 per share to CN¥0.68 per share. Net income forecast to grow 83% next year vs 20% growth forecast for Basic Materials industry in China. Consensus price target down from CN¥9.03 to CN¥8.50. Share price was steady at CN¥6.30 over the past week.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.37 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.37 in 2Q 2023). Revenue: CN¥1.48b (down 18% from 2Q 2023). Net income: CN¥156.2m (down 56% from 2Q 2023). Profit margin: 11% (down from 20% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Jun 29Gansu Shangfeng Cement Co.,Ltd to Report First Half, 2024 Results on Aug 29, 2024Gansu Shangfeng Cement Co.,Ltd announced that they will report first half, 2024 results on Aug 29, 2024Board Change • Jun 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. VP, Secretary of the Board & Director Hui Qu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 18Gansu Shangfeng Cement Co.,Ltd (SZSE:000672) announces an Equity Buyback for CNY 200 million worth of its shares.Gansu Shangfeng Cement Co.,Ltd (SZSE:000672) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 10.4 per share. The purpose of this share repurchase is necessary to maintain the company's value and shareholders' interests. The repurchased shares will be sold at an appropriate time twelve months after the company discloses the results of this repurchase and the announcement of share changes. If the company fails to implement the above-mentioned purpose within 36 months after the completion of the share repurchase, the unused portion will be cancelled. The program will be funded from company's own funds. The program will be valid for 3 months.分析記事 • May 28Calculating The Intrinsic Value Of Gansu Shangfeng Cement Co.,Ltd (SZSE:000672)Key Insights Gansu Shangfeng CementLtd's estimated fair value is CN¥6.65 based on Dividend Discount Model Gansu...分析記事 • May 06We Think That There Are More Issues For Gansu Shangfeng CementLtd (SZSE:000672) Than Just Sluggish EarningsThe market wasn't impressed with the soft earnings from Gansu Shangfeng Cement Co.,Ltd ( SZSE:000672 ) recently. Our...お知らせ • Apr 27Gansu Shangfeng Cement Co.,Ltd Announces Profit Distribution Proposal for 2023Gansu Shangfeng Cement Co.,Ltd announced on 25 April 2024 the profit distribution proposal for 2023 as follows: Cash dividend/10 shares (tax included) of CNY 4.00000000.Price Target Changed • Apr 26Price target decreased by 8.8% to CN¥10.30Down from CN¥11.30, the current price target is an average from 2 analysts. New target price is 46% above last closing price of CN¥7.05. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥0.76 for next year compared to CN¥0.78 last year.Reported Earnings • Apr 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.78 (down from CN¥0.99 in FY 2022). Revenue: CN¥6.40b (down 10% from FY 2022). Net income: CN¥744.3m (down 22% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.分析記事 • Apr 26Time To Worry? Analysts Are Downgrading Their Gansu Shangfeng Cement Co.,Ltd (SZSE:000672) OutlookThe analysts covering Gansu Shangfeng Cement Co.,Ltd ( SZSE:000672 ) delivered a dose of negativity to shareholders...お知らせ • Apr 26Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 16, 2024Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 16, 2024, at 14:30 China Standard Time. Location: Unit E, Building 1, No. 738, Wen'er West Road, Xihu District, Hangzhou, Zhejiang Chinaお知らせ • Mar 30Gansu Shangfeng Cement Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Gansu Shangfeng Cement Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024分析記事 • Mar 28There Is A Reason Gansu Shangfeng Cement Co.,Ltd's (SZSE:000672) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 8.6x Gansu Shangfeng Cement Co.,Ltd ( SZSE:000672 ) may be sending very...Buy Or Sell Opportunity • Feb 06Now 26% overvaluedOver the last 90 days, the stock has fallen 18% to CN¥7.04. The fair value is estimated to be CN¥5.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥6.62, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Basic Materials industry in China. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.59 per share.お知らせ • Dec 30Gansu Shangfeng Cement Co.,Ltd to Report Fiscal Year 2023 Results on Apr 25, 2024Gansu Shangfeng Cement Co.,Ltd announced that they will report fiscal year 2023 results on Apr 25, 2024お知らせ • Dec 13+ 1 more updateGansu Shangfeng Cement Co.,Ltd(SZSE:000672) dropped from Shenzhen Stock Exchange Component IndexGansu Shangfeng Cement Co.,Ltd has been removed from shenzhen Stock Exchange Component Index .Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.17 (vs CN¥0.14 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.17 (up from CN¥0.14 in 3Q 2022). Revenue: CN¥1.67b (up 3.1% from 3Q 2022). Net income: CN¥169.2m (up 22% from 3Q 2022). Profit margin: 10% (up from 8.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.37 (vs CN¥0.37 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.37 (down from CN¥0.37 in 2Q 2022). Revenue: CN¥1.82b (down 11% from 2Q 2022). Net income: CN¥358.8m (down 2.0% from 2Q 2022). Profit margin: 20% (up from 18% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year whereas the company’s share price has fallen by 26% per year.Major Estimate Revision • Aug 25Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.86b to CN¥6.81b. EPS estimate fell from CN¥1.59 to CN¥1.08 per share. Net income forecast to grow 66% next year vs 77% growth forecast for Basic Materials industry in China. Consensus price target down from CN¥14.16 to CN¥11.68. Share price fell 2.2% to CN¥9.34 over the past week.お知らせ • May 18Gansu Shangfeng Cement Co.,Ltd Declares Cash Dividend on A Shares for 2022, Payable on May 23, 2023Gansu Shangfeng Cement Co.,Ltd declared Cash dividend/10 shares (tax included) of CNY 3.50000000 on A shares for 2022, payable on May 23, 2023. Record date: May 22, 2023 and Ex-date: May 23, 2023.Major Estimate Revision • Apr 26Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥8.88b to CN¥7.86b. EPS estimate fell from CN¥1.69 to CN¥1.58 per share. Net income forecast to grow 102% next year vs 64% growth forecast for Basic Materials industry in China. Consensus price target of CN¥14.16 unchanged from last update. Share price fell 9.2% to CN¥10.81 over the past week.Reported Earnings • Apr 23First quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.36 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.18 (down from CN¥0.36 in 1Q 2022). Revenue: CN¥1.39b (down 6.8% from 1Q 2022). Net income: CN¥172.6m (down 49% from 1Q 2022). Profit margin: 12% (down from 23% in 1Q 2022). Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Buying Opportunity • Apr 20Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.7%. The fair value is estimated to be CN¥14.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has declined by 8.3%. Revenue is forecast to grow by 5.9% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.Buying Opportunity • Dec 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥15.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has declined by 8.3%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 60% in the next 2 years.Price Target Changed • Dec 01Price target decreased to CN¥17.13Down from CN¥19.96, the current price target is an average from 3 analysts. New target price is 46% above last closing price of CN¥11.70. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥1.77 for next year compared to CN¥2.27 last year.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.60 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.14 (down from CN¥0.60 in 3Q 2021). Revenue: CN¥1.62b (down 23% from 3Q 2021). Net income: CN¥139.1m (down 76% from 3Q 2021). Profit margin: 8.6% (down from 28% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.Major Estimate Revision • Aug 30Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥9.32b to CN¥8.83b. EPS estimate also fell from CN¥2.54 per share to CN¥2.27 per share. Net income forecast to grow 27% next year vs 30% growth forecast for Basic Materials industry in China. Consensus price target of CN¥19.87 unchanged from last update. Share price fell 2.2% to CN¥14.56 over the past week.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.37 (vs CN¥0.69 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.37 (down from CN¥0.69 in 2Q 2021). Revenue: CN¥2.05b (down 13% from 2Q 2021). Net income: CN¥366.0m (down 44% from 2Q 2021). Profit margin: 18% (down from 28% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 17%, compared to a 16% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • May 26Gansu Shangfeng Cement Co.,Ltd Announces Final Dividend on A Shares for the Year 2021, Payable on 30 May 2022Gansu Shangfeng Cement Co.,Ltd announced final cash dividend/10 shares (tax included) of CNY 8.00000000 on A shares for the year 2021. Record date is 27 May 2022; Ex-date is 30 May 2022; and Payment date is 30 May 2022.お知らせ • May 21+ 1 more updateGansu Shangfeng Cement Co.,Ltd Approves Final Cash Dividend for the Year 2021Gansu Shangfeng Cement Co.,Ltd approved final cash dividend per 10 shares (tax included) of CNY 8.00000000 for the year 2021, at its Annual General Meeting of 2021 held on 19 May 2022.Major Estimate Revision • May 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from CN¥3.41 to CN¥3.00 per share. Revenue forecast steady at CN¥9.30b. Net income forecast to grow 15% next year vs 25% growth forecast for Basic Materials industry in China. Consensus price target broadly unchanged at CN¥24.21. Share price rose 9.7% to CN¥20.83 over the past week.お知らせ • Apr 28Gansu Shangfeng Cement Co.,Ltd Proposes Final Cash Dividend for 2021Gansu Shangfeng Cement Co.,Ltd proposed final cash dividend per 10 shares (tax included) of CNY 8.00000000 for 2021.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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Apr 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be CN¥25.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 41% in the next 2 years.Buying Opportunity • Mar 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be CN¥24.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 12% per annum over the last 3 years.Buying Opportunity • Jan 30Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CN¥24.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 18% per annum over the last 3 years.Buying Opportunity • Jan 13Now 22% undervaluedOver the last 90 days, the stock is up 9.2%. The fair value is estimated to be CN¥25.13, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 12% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥19.76, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Basic Materials industry in China. Total returns to shareholders of 151% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.83 per share.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.72 (vs CN¥0.63 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥2.10b (up 33% from 3Q 2020). Net income: CN¥579.4m (up 15% from 3Q 2020). Profit margin: 28% (down from 32% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥19.96, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Basic Materials industry in China. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.72 per share.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥23.71, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Basic Materials industry in China. Total returns to shareholders of 217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.61 per share.Price Target Changed • Aug 28Price target decreased to CN¥24.83Down from CN¥27.51, the current price target is an average from 3 analysts. New target price is 33% above last closing price of CN¥18.68.Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.82 (vs CN¥0.84 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥2.37b (up 30% from 2Q 2020). Net income: CN¥655.2m (down 2.5% from 2Q 2020). Profit margin: 28% (down from 37% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 16The unknown buyer agreed to acquire an additional unknown minority stake in Gansu Shangfeng Cement Co.,Ltd (SZSE:000672).The unknown buyer agreed to acquire an additional unknown minority stake in Gansu Shangfeng Cement Co.,Ltd (SZSE:000672) on June 15, 2021. The transaction will complete within six months.お知らせ • May 26Gansu Shangfeng Cement Co.,Ltd Announces 2020 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 31 May 2021Gansu Shangfeng Cement Co.,Ltd announced 2020 final profit distribution plan to be implemented (A shares) of CNY 8.50000000 per 10 shares (tax included), with Record date: 28 May 2021; Ex-date: 31 May 2021; and Payment date: 31 May 2021.お知らせ • May 21Gansu Shangfeng Cement Co.,Ltd Approves Final Cash Dividend for the Year 2020Gansu Shangfeng Cement Co.,Ltd approved final cash dividend of CNY 8.50000000 per 10 shares (tax included) for the year 2020.お知らせ • Apr 29Gansu Shangfeng Cement Co.,Ltd Proposes Final Dividend for the Year 2020Gansu Shangfeng Cement Co.,Ltd proposed final cash dividend of CNY 8.50000000 per 10 shares (tax included) for the year 2020.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.44 (vs CN¥0.42 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥1.22b (up 16% from 1Q 2020). Net income: CN¥354.5m (up 5.4% from 1Q 2020). Profit margin: 29% (down from 32% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year.お知らせ • Feb 27Gansu Shangfeng Cement's Unit to Buy 85% Stake in FirmGansu Shangfeng Cement Co.,Ltd (SZSE:000672) said its unit plans to buy 85% stake in cement firm in inner Mongolia for CNY 112 million ($17.36 million).Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥21.33, the stock is trading at a trailing P/E ratio of 7.4x, up from the previous P/E ratio of 6.3x. This compares to an average P/E of 15x in the Basic Materials industry in China. Total returns to shareholders over the past three years are 84%.Is New 90 Day High Low • Jan 22New 90-day low: CN¥18.21The company is down 17% from its price of CN¥21.85 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥58.94 per share.Is New 90 Day High Low • Dec 16New 90-day low: CN¥21.16The company is down 18% from its price of CN¥25.83 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥58.95 per share.Is New 90 Day High Low • Nov 02New 90-day low: CN¥21.20The company is down 30% from its price of CN¥30.25 on 04 August 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥48.97 per share.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥2.30b, up 9.9% from the prior year. Total revenue was CN¥7.28b over the last 12 months, up 16% from the prior year.Is New 90 Day High Low • Oct 16New 90-day low: CN¥23.90The company is down 11% from its price of CN¥26.95 on 17 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥45.37 per share.お知らせ • Jul 23Gansu Shangfeng Cement Co.,Ltd to Report First Half, 2020 Results on Aug 18, 2020Gansu Shangfeng Cement Co.,Ltd announced that they will report first half, 2020 results on Aug 18, 2020株主還元000672CN Basic MaterialsCN 市場7D-4.8%-5.1%-1.4%1Y99.1%30.4%28.9%株主還元を見る業界別リターン: 000672過去 1 年間で30.4 % の収益を上げたCN Basic Materials業界を上回りました。リターン対市場: 000672過去 1 年間で28.9 % の収益を上げたCN市場を上回りました。価格変動Is 000672's price volatile compared to industry and market?000672 volatility000672 Average Weekly Movement8.2%Basic Materials Industry Average Movement5.9%Market Average Movement6.5%10% most volatile stocks in CN Market10.2%10% least volatile stocks in CN Market4.2%安定した株価: 000672 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 000672の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19782,380Feng Yuwww.sfsn.cn甘粛上鳳セメント有限公司は、中国で建築資材、セメント、セメントクリンカー製品の製造・販売を行っている。同社は乾燥粉末モルタル、クリンカー、コンクリート、砂・砂利骨材、その他の建築資材、油井用特殊セメントを提供しており、これらは鉄道、高速道路、空港、水利プロジェクト、油井、その他のインフラや大規模重工業施設プロジェクト、都市部の不動産開発・建設、農村部の市場で使用されている。また、鉱物資源採掘事業、発電事業、非金属採掘・選鉱事業、石材加工・販売事業、輸出入事業、環境保護機器製造・販売事業、廃熱・廃圧発電事業、不動産開発事業、アセットマネジメント事業、不動産管理事業、株式投資・ベンチャーキャピタル事業も行っている。また、省エネ・環境保護設備の技術開発・技術コンサルティング、廃棄物利用・固形廃棄物処理、電子商取引技術コンサルティング・開発、太陽光発電活動、固形廃棄物システムとセメント生産ラインの共同処理、物流・輸送サービスの提供などにも携わっている。同社は以前は白銀銅商業建築（集団）有限公司として知られていたが、2013年4月に甘粛上鳳セメント有限公司に社名を変更した。甘粛上鳳セメント有限公司は1978年に設立され、中国杭州市に本社を置く。もっと見るGansu Shangfeng Materials Co., Ltd. 基礎のまとめGansu Shangfeng Materials の収益と売上を時価総額と比較するとどうか。000672 基礎統計学時価総額CN¥15.47b収益（TTM）CN¥589.62m売上高(TTM)CN¥4.46b26.2xPER（株価収益率3.5xP/Sレシオ000672 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計000672 損益計算書（TTM）収益CN¥4.46b売上原価CN¥3.19b売上総利益CN¥1.27bその他の費用CN¥683.99m収益CN¥589.62m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.62グロス・マージン28.54%純利益率13.21%有利子負債／自己資本比率31.8%000672 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.0%現在の配当利回り80%配当性向View Valuation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2026/06/06 21:42終値2026/06/05 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Gansu Shangfeng Materials 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Yameng JiaChina Galaxy Securities Co., Ltd.Yan ChenChina International Capital Corporation LimitedMingxin SunCitic Securities Co., Ltd.6 その他のアナリストを表示
Declared Dividend • May 25Dividend of CN¥0.48 announcedShareholders will receive a dividend of CN¥0.48. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 2.6%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥17.18, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Basic Materials industry in China. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.40 per share.
Price Target Changed • May 04Price target increased by 18% to CN¥15.03Up from CN¥12.76, the current price target is an average from 2 analysts. New target price is 7.4% above last closing price of CN¥14.00. Stock is up 59% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.68 last year.
Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 5.2% to CN¥13.19. The fair value is estimated to be CN¥10.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 44% in the next year.
お知らせ • Apr 28Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 19, 2026Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
Declared Dividend • May 25Dividend of CN¥0.48 announcedShareholders will receive a dividend of CN¥0.48. Ex-date: 29th May 2026 Payment date: 29th May 2026 Dividend yield will be 2.6%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥17.18, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Basic Materials industry in China. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.40 per share.
Price Target Changed • May 04Price target increased by 18% to CN¥15.03Up from CN¥12.76, the current price target is an average from 2 analysts. New target price is 7.4% above last closing price of CN¥14.00. Stock is up 59% over the past year. The company is forecast to post earnings per share of CN¥1.19 for next year compared to CN¥0.68 last year.
Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 5.2% to CN¥13.19. The fair value is estimated to be CN¥10.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 6.1%. Revenue is forecast to grow by 20% in a year. Earnings are forecast to grow by 44% in the next year.
お知らせ • Apr 28Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 19, 2026Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
お知らせ • Mar 31Gansu Shangfeng Cement Co.,Ltd to Report Q1, 2026 Results on Apr 28, 2026Gansu Shangfeng Cement Co.,Ltd announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 31Gansu Shangfeng Cement Co.,Ltd to Report Fiscal Year 2025 Results on Apr 28, 2026Gansu Shangfeng Cement Co.,Ltd announced that they will report fiscal year 2025 results on Apr 28, 2026
Buy Or Sell Opportunity • Dec 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to CN¥11.00. The fair value is estimated to be CN¥9.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 3.5% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Buy Or Sell Opportunity • Dec 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥10.96. The fair value is estimated to be CN¥9.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 3.5% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Buy Or Sell Opportunity • Oct 31Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to CN¥11.29. The fair value is estimated to be CN¥9.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 3.5% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.27 (vs CN¥0.24 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.27 (up from CN¥0.24 in 3Q 2024). Revenue: CN¥1.33b (down 6.8% from 3Q 2024). Net income: CN¥281.1m (up 20% from 3Q 2024). Profit margin: 21% (up from 16% in 3Q 2024). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
New Risk • Oct 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.
お知らせ • Sep 30Gansu Shangfeng Cement Co.,Ltd to Report Q3, 2025 Results on Oct 28, 2025Gansu Shangfeng Cement Co.,Ltd announced that they will report Q3, 2025 results on Oct 28, 2025
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥11.02, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Basic Materials industry in China. Total returns to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.56 per share.
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.13 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.17 (up from CN¥0.13 in 2Q 2024). Revenue: CN¥1.32b (down 11% from 2Q 2024). Net income: CN¥166.9m (up 6.9% from 2Q 2024). Profit margin: 13% (up from 11% in 2Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥10.36, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Basic Materials industry in China. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.52 per share.
お知らせ • Jul 02Gansu Shangfeng Cement Co.,Ltd to Report First Half, 2025 Results on Aug 26, 2025Gansu Shangfeng Cement Co.,Ltd announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • May 22+ 1 more updateGansu Shangfeng Cement Co.,Ltd Approves Election of DirectorsGansu Shangfeng Cement Co.,Ltd announced that at its AGM held on May 16, 2025, shareholders approved the election of Liu Zonghu as non-independent director and Du Jian as independent director.
Declared Dividend • May 22Dividend increased to CN¥0.63Dividend of CN¥0.63 is 57% higher than last year. Ex-date: 27th May 2025 Payment date: 27th May 2025 Dividend yield will be 7.2%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (89.8% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 34% over the next 3 years, which should maintain adequate earnings cover for the dividend.
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.02 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.09 (up from CN¥0.02 in 1Q 2024). Revenue: CN¥951.3m (up 4.6% from 1Q 2024). Net income: CN¥79.9m (up 448% from 1Q 2024). Profit margin: 8.4% (up from 1.6% in 1Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 25Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 16, 2025Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: Unit E, Building 1, No. 738, Wen'er West Road, Xihu District, Hangzhou, Zhejiang China
お知らせ • Mar 31Gansu Shangfeng Cement Co.,Ltd to Report Q1, 2025 Results on Apr 25, 2025Gansu Shangfeng Cement Co.,Ltd announced that they will report Q1, 2025 results on Apr 25, 2025
分析記事 • Mar 06Gansu Shangfeng CementLtd (SZSE:000672) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Dec 31Gansu Shangfeng Cement Co.,Ltd to Report Fiscal Year 2024 Results on Apr 25, 2025Gansu Shangfeng Cement Co.,Ltd announced that they will report fiscal year 2024 results on Apr 25, 2025
Price Target Changed • Nov 14Price target increased by 8.5% to CN¥9.57Up from CN¥8.82, the current price target is an average from 4 analysts. New target price is 16% above last closing price of CN¥8.28. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of CN¥0.67 for next year compared to CN¥0.78 last year.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.17 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.24 (up from CN¥0.17 in 3Q 2023). Revenue: CN¥1.42b (down 15% from 3Q 2023). Net income: CN¥233.6m (up 38% from 3Q 2023). Profit margin: 16% (up from 10% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 21A Piece Of The Puzzle Missing From Gansu Shangfeng Cement Co.,Ltd's (SZSE:000672) 35% Share Price ClimbGansu Shangfeng Cement Co.,Ltd ( SZSE:000672 ) shareholders have had their patience rewarded with a 35% share price...
分析記事 • Oct 16We Think Gansu Shangfeng CementLtd (SZSE:000672) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 30Gansu Shangfeng Cement Co.,Ltd to Report Q3, 2024 Results on Oct 30, 2024Gansu Shangfeng Cement Co.,Ltd announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥7.26, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Basic Materials industry in China. Total loss to shareholders of 47% over the past three years.
New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (98% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.9% net profit margin).
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.34b to CN¥6.02b. EPS estimate also fell from CN¥0.785 per share to CN¥0.68 per share. Net income forecast to grow 83% next year vs 20% growth forecast for Basic Materials industry in China. Consensus price target down from CN¥9.03 to CN¥8.50. Share price was steady at CN¥6.30 over the past week.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.37 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.37 in 2Q 2023). Revenue: CN¥1.48b (down 18% from 2Q 2023). Net income: CN¥156.2m (down 56% from 2Q 2023). Profit margin: 11% (down from 20% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 29Gansu Shangfeng Cement Co.,Ltd to Report First Half, 2024 Results on Aug 29, 2024Gansu Shangfeng Cement Co.,Ltd announced that they will report first half, 2024 results on Aug 29, 2024
Board Change • Jun 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. VP, Secretary of the Board & Director Hui Qu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 18Gansu Shangfeng Cement Co.,Ltd (SZSE:000672) announces an Equity Buyback for CNY 200 million worth of its shares.Gansu Shangfeng Cement Co.,Ltd (SZSE:000672) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 10.4 per share. The purpose of this share repurchase is necessary to maintain the company's value and shareholders' interests. The repurchased shares will be sold at an appropriate time twelve months after the company discloses the results of this repurchase and the announcement of share changes. If the company fails to implement the above-mentioned purpose within 36 months after the completion of the share repurchase, the unused portion will be cancelled. The program will be funded from company's own funds. The program will be valid for 3 months.
分析記事 • May 28Calculating The Intrinsic Value Of Gansu Shangfeng Cement Co.,Ltd (SZSE:000672)Key Insights Gansu Shangfeng CementLtd's estimated fair value is CN¥6.65 based on Dividend Discount Model Gansu...
分析記事 • May 06We Think That There Are More Issues For Gansu Shangfeng CementLtd (SZSE:000672) Than Just Sluggish EarningsThe market wasn't impressed with the soft earnings from Gansu Shangfeng Cement Co.,Ltd ( SZSE:000672 ) recently. Our...
お知らせ • Apr 27Gansu Shangfeng Cement Co.,Ltd Announces Profit Distribution Proposal for 2023Gansu Shangfeng Cement Co.,Ltd announced on 25 April 2024 the profit distribution proposal for 2023 as follows: Cash dividend/10 shares (tax included) of CNY 4.00000000.
Price Target Changed • Apr 26Price target decreased by 8.8% to CN¥10.30Down from CN¥11.30, the current price target is an average from 2 analysts. New target price is 46% above last closing price of CN¥7.05. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥0.76 for next year compared to CN¥0.78 last year.
Reported Earnings • Apr 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.78 (down from CN¥0.99 in FY 2022). Revenue: CN¥6.40b (down 10% from FY 2022). Net income: CN¥744.3m (down 22% from FY 2022). Profit margin: 12% (down from 13% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 26Time To Worry? Analysts Are Downgrading Their Gansu Shangfeng Cement Co.,Ltd (SZSE:000672) OutlookThe analysts covering Gansu Shangfeng Cement Co.,Ltd ( SZSE:000672 ) delivered a dose of negativity to shareholders...
お知らせ • Apr 26Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 16, 2024Gansu Shangfeng Cement Co.,Ltd, Annual General Meeting, May 16, 2024, at 14:30 China Standard Time. Location: Unit E, Building 1, No. 738, Wen'er West Road, Xihu District, Hangzhou, Zhejiang China
お知らせ • Mar 30Gansu Shangfeng Cement Co.,Ltd to Report Q1, 2024 Results on Apr 25, 2024Gansu Shangfeng Cement Co.,Ltd announced that they will report Q1, 2024 results on Apr 25, 2024
分析記事 • Mar 28There Is A Reason Gansu Shangfeng Cement Co.,Ltd's (SZSE:000672) Price Is UndemandingWith a price-to-earnings (or "P/E") ratio of 8.6x Gansu Shangfeng Cement Co.,Ltd ( SZSE:000672 ) may be sending very...
Buy Or Sell Opportunity • Feb 06Now 26% overvaluedOver the last 90 days, the stock has fallen 18% to CN¥7.04. The fair value is estimated to be CN¥5.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥6.62, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Basic Materials industry in China. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.59 per share.
お知らせ • Dec 30Gansu Shangfeng Cement Co.,Ltd to Report Fiscal Year 2023 Results on Apr 25, 2024Gansu Shangfeng Cement Co.,Ltd announced that they will report fiscal year 2023 results on Apr 25, 2024
お知らせ • Dec 13+ 1 more updateGansu Shangfeng Cement Co.,Ltd(SZSE:000672) dropped from Shenzhen Stock Exchange Component IndexGansu Shangfeng Cement Co.,Ltd has been removed from shenzhen Stock Exchange Component Index .
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.17 (vs CN¥0.14 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.17 (up from CN¥0.14 in 3Q 2022). Revenue: CN¥1.67b (up 3.1% from 3Q 2022). Net income: CN¥169.2m (up 22% from 3Q 2022). Profit margin: 10% (up from 8.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.37 (vs CN¥0.37 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.37 (down from CN¥0.37 in 2Q 2022). Revenue: CN¥1.82b (down 11% from 2Q 2022). Net income: CN¥358.8m (down 2.0% from 2Q 2022). Profit margin: 20% (up from 18% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year whereas the company’s share price has fallen by 26% per year.
Major Estimate Revision • Aug 25Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.86b to CN¥6.81b. EPS estimate fell from CN¥1.59 to CN¥1.08 per share. Net income forecast to grow 66% next year vs 77% growth forecast for Basic Materials industry in China. Consensus price target down from CN¥14.16 to CN¥11.68. Share price fell 2.2% to CN¥9.34 over the past week.
お知らせ • May 18Gansu Shangfeng Cement Co.,Ltd Declares Cash Dividend on A Shares for 2022, Payable on May 23, 2023Gansu Shangfeng Cement Co.,Ltd declared Cash dividend/10 shares (tax included) of CNY 3.50000000 on A shares for 2022, payable on May 23, 2023. Record date: May 22, 2023 and Ex-date: May 23, 2023.
Major Estimate Revision • Apr 26Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥8.88b to CN¥7.86b. EPS estimate fell from CN¥1.69 to CN¥1.58 per share. Net income forecast to grow 102% next year vs 64% growth forecast for Basic Materials industry in China. Consensus price target of CN¥14.16 unchanged from last update. Share price fell 9.2% to CN¥10.81 over the past week.
Reported Earnings • Apr 23First quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.36 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.18 (down from CN¥0.36 in 1Q 2022). Revenue: CN¥1.39b (down 6.8% from 1Q 2022). Net income: CN¥172.6m (down 49% from 1Q 2022). Profit margin: 12% (down from 23% in 1Q 2022). Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Apr 20Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.7%. The fair value is estimated to be CN¥14.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has declined by 8.3%. Revenue is forecast to grow by 5.9% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.
Buying Opportunity • Dec 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥15.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has declined by 8.3%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 60% in the next 2 years.
Price Target Changed • Dec 01Price target decreased to CN¥17.13Down from CN¥19.96, the current price target is an average from 3 analysts. New target price is 46% above last closing price of CN¥11.70. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥1.77 for next year compared to CN¥2.27 last year.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.60 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.14 (down from CN¥0.60 in 3Q 2021). Revenue: CN¥1.62b (down 23% from 3Q 2021). Net income: CN¥139.1m (down 76% from 3Q 2021). Profit margin: 8.6% (down from 28% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.
Major Estimate Revision • Aug 30Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥9.32b to CN¥8.83b. EPS estimate also fell from CN¥2.54 per share to CN¥2.27 per share. Net income forecast to grow 27% next year vs 30% growth forecast for Basic Materials industry in China. Consensus price target of CN¥19.87 unchanged from last update. Share price fell 2.2% to CN¥14.56 over the past week.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.37 (vs CN¥0.69 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.37 (down from CN¥0.69 in 2Q 2021). Revenue: CN¥2.05b (down 13% from 2Q 2021). Net income: CN¥366.0m (down 44% from 2Q 2021). Profit margin: 18% (down from 28% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 17%, compared to a 16% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • May 26Gansu Shangfeng Cement Co.,Ltd Announces Final Dividend on A Shares for the Year 2021, Payable on 30 May 2022Gansu Shangfeng Cement Co.,Ltd announced final cash dividend/10 shares (tax included) of CNY 8.00000000 on A shares for the year 2021. Record date is 27 May 2022; Ex-date is 30 May 2022; and Payment date is 30 May 2022.
お知らせ • May 21+ 1 more updateGansu Shangfeng Cement Co.,Ltd Approves Final Cash Dividend for the Year 2021Gansu Shangfeng Cement Co.,Ltd approved final cash dividend per 10 shares (tax included) of CNY 8.00000000 for the year 2021, at its Annual General Meeting of 2021 held on 19 May 2022.
Major Estimate Revision • May 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from CN¥3.41 to CN¥3.00 per share. Revenue forecast steady at CN¥9.30b. Net income forecast to grow 15% next year vs 25% growth forecast for Basic Materials industry in China. Consensus price target broadly unchanged at CN¥24.21. Share price rose 9.7% to CN¥20.83 over the past week.
お知らせ • Apr 28Gansu Shangfeng Cement Co.,Ltd Proposes Final Cash Dividend for 2021Gansu Shangfeng Cement Co.,Ltd proposed final cash dividend per 10 shares (tax included) of CNY 8.00000000 for 2021.
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. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Apr 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be CN¥25.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 41% in the next 2 years.
Buying Opportunity • Mar 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be CN¥24.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 12% per annum over the last 3 years.
Buying Opportunity • Jan 30Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CN¥24.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 18% per annum over the last 3 years.
Buying Opportunity • Jan 13Now 22% undervaluedOver the last 90 days, the stock is up 9.2%. The fair value is estimated to be CN¥25.13, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 12% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥19.76, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Basic Materials industry in China. Total returns to shareholders of 151% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.83 per share.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.72 (vs CN¥0.63 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥2.10b (up 33% from 3Q 2020). Net income: CN¥579.4m (up 15% from 3Q 2020). Profit margin: 28% (down from 32% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥19.96, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Basic Materials industry in China. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.72 per share.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥23.71, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Basic Materials industry in China. Total returns to shareholders of 217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.61 per share.
Price Target Changed • Aug 28Price target decreased to CN¥24.83Down from CN¥27.51, the current price target is an average from 3 analysts. New target price is 33% above last closing price of CN¥18.68.
Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.82 (vs CN¥0.84 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥2.37b (up 30% from 2Q 2020). Net income: CN¥655.2m (down 2.5% from 2Q 2020). Profit margin: 28% (down from 37% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 16The unknown buyer agreed to acquire an additional unknown minority stake in Gansu Shangfeng Cement Co.,Ltd (SZSE:000672).The unknown buyer agreed to acquire an additional unknown minority stake in Gansu Shangfeng Cement Co.,Ltd (SZSE:000672) on June 15, 2021. The transaction will complete within six months.
お知らせ • May 26Gansu Shangfeng Cement Co.,Ltd Announces 2020 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 31 May 2021Gansu Shangfeng Cement Co.,Ltd announced 2020 final profit distribution plan to be implemented (A shares) of CNY 8.50000000 per 10 shares (tax included), with Record date: 28 May 2021; Ex-date: 31 May 2021; and Payment date: 31 May 2021.
お知らせ • May 21Gansu Shangfeng Cement Co.,Ltd Approves Final Cash Dividend for the Year 2020Gansu Shangfeng Cement Co.,Ltd approved final cash dividend of CNY 8.50000000 per 10 shares (tax included) for the year 2020.
お知らせ • Apr 29Gansu Shangfeng Cement Co.,Ltd Proposes Final Dividend for the Year 2020Gansu Shangfeng Cement Co.,Ltd proposed final cash dividend of CNY 8.50000000 per 10 shares (tax included) for the year 2020.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.44 (vs CN¥0.42 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥1.22b (up 16% from 1Q 2020). Net income: CN¥354.5m (up 5.4% from 1Q 2020). Profit margin: 29% (down from 32% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Feb 27Gansu Shangfeng Cement's Unit to Buy 85% Stake in FirmGansu Shangfeng Cement Co.,Ltd (SZSE:000672) said its unit plans to buy 85% stake in cement firm in inner Mongolia for CNY 112 million ($17.36 million).
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥21.33, the stock is trading at a trailing P/E ratio of 7.4x, up from the previous P/E ratio of 6.3x. This compares to an average P/E of 15x in the Basic Materials industry in China. Total returns to shareholders over the past three years are 84%.
Is New 90 Day High Low • Jan 22New 90-day low: CN¥18.21The company is down 17% from its price of CN¥21.85 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥58.94 per share.
Is New 90 Day High Low • Dec 16New 90-day low: CN¥21.16The company is down 18% from its price of CN¥25.83 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥58.95 per share.
Is New 90 Day High Low • Nov 02New 90-day low: CN¥21.20The company is down 30% from its price of CN¥30.25 on 04 August 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥48.97 per share.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥2.30b, up 9.9% from the prior year. Total revenue was CN¥7.28b over the last 12 months, up 16% from the prior year.
Is New 90 Day High Low • Oct 16New 90-day low: CN¥23.90The company is down 11% from its price of CN¥26.95 on 17 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥45.37 per share.
お知らせ • Jul 23Gansu Shangfeng Cement Co.,Ltd to Report First Half, 2020 Results on Aug 18, 2020Gansu Shangfeng Cement Co.,Ltd announced that they will report first half, 2020 results on Aug 18, 2020
