View Financial HealthMYS Group 配当と自社株買い配当金 基準チェック /46MYS Group配当を支払う会社であり、現在の利回りは4.14%です。主要情報4.1%配当利回り0.02%バイバック利回り総株主利回り4.2%将来の配当利回りn/a配当成長13.9%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向92%最近の配当と自社株買いの更新Declared Dividend • Nov 19Dividend of CN¥0.066 announcedShareholders will receive a dividend of CN¥0.066. Ex-date: 25th November 2025 Payment date: 25th November 2025 Dividend yield will be 4.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.7% to bring the payout ratio under control. However, EPS has declined by 3.5% over the last 5 years so the company would need to reverse this trend.お知らせ • Oct 01Mys Group Co., Ltd. Approves Interim Cash Dividend for 2025MYS Group Co., Ltd. held its 1st Extraordinary General Meeting of 2025 on 29 September 2025, approved interim Cash dividend/10 shares (tax included): CNY0.66000000 for 2025.お知らせ • Aug 16MYS Group Co., Ltd. Proposes Interim Cash Dividend for the Year 2025MYS Group Co., Ltd. proposed interim cash dividend of CNY 0.66000000 per ten shares (tax included) for the year 2025, at first extraordinary general meeting of 2025 to be held on 29 September 2025.お知らせ • Apr 16Mys Group Co., Ltd. Proposes Dividend for 2024MYS Group Co., Ltd. proposed Cash dividend/10 shares (tax included): CNY1.31000000 for 2024.お知らせ • Nov 16MYS Group Co., Ltd. Announces Implementation of A Shares Cash Dividend for the Third Quarter of 2024, Payable on 21 November 2024MYS Group Co., Ltd. announced implementation of cash dividend (tax included) of CNY 1.20000000 per 10 A shares for the third quarter of 2024. Record date is 20 November 2024 with Ex-date of 21 November 2024 and Payment date on 21 November 2024.お知らせ • Oct 26MYS Group Co., Ltd. Proposes Cash Dividend for the Third Quarter of 2024MYS Group Co., Ltd. proposed cash dividend of CNY 1.20000000 per 10 shares (tax included) for the third quarter of 2024.すべての更新を表示Recent updatesReported Earnings • Apr 03Full year 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.18 in FY 2024)Full year 2025 results: EPS: CN¥0.17 (down from CN¥0.18 in FY 2024). Revenue: CN¥3.97b (flat on FY 2024). Net income: CN¥260.9m (down 7.3% from FY 2024). Profit margin: 6.6% (down from 7.0% in FY 2024). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 03MYS Group Co., Ltd., Annual General Meeting, Apr 28, 2026MYS Group Co., Ltd., Annual General Meeting, Apr 28, 2026, at 14:50 China Standard Time. Location: 18F, Block B, Meiyingsen Building, Guangming District, Shenzhen, Guangdong Chinaお知らせ • Mar 31MYS Group Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026MYS Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 31MYS Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 03, 2026MYS Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 03, 2026Board Change • Dec 12Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Wanda Guo was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Nov 19Dividend of CN¥0.066 announcedShareholders will receive a dividend of CN¥0.066. Ex-date: 25th November 2025 Payment date: 25th November 2025 Dividend yield will be 4.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.7% to bring the payout ratio under control. However, EPS has declined by 3.5% over the last 5 years so the company would need to reverse this trend.Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.055 (vs CN¥0.045 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.055 (up from CN¥0.045 in 3Q 2024). Revenue: CN¥1.05b (down 4.0% from 3Q 2024). Net income: CN¥84.0m (up 23% from 3Q 2024). Profit margin: 8.0% (up from 6.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 01Mys Group Co., Ltd. Approves Interim Cash Dividend for 2025MYS Group Co., Ltd. held its 1st Extraordinary General Meeting of 2025 on 29 September 2025, approved interim Cash dividend/10 shares (tax included): CNY0.66000000 for 2025.Reported Earnings • Aug 20Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: CN¥978.2m (down 2.8% from 2Q 2024). Net income: CN¥95.7m (up 19% from 2Q 2024). Profit margin: 9.8% (up from 8.0% in 2Q 2024). The increase in margin was driven by lower expenses.お知らせ • Aug 16MYS Group Co., Ltd. Proposes Interim Cash Dividend for the Year 2025MYS Group Co., Ltd. proposed interim cash dividend of CNY 0.66000000 per ten shares (tax included) for the year 2025, at first extraordinary general meeting of 2025 to be held on 29 September 2025.Buy Or Sell Opportunity • Aug 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to CN¥4.02. The fair value is estimated to be CN¥3.29, 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 grown by 35%.お知らせ • Jul 02MYS Group Co., Ltd. to Report First Half, 2025 Results on Aug 15, 2025MYS Group Co., Ltd. announced that they will report first half, 2025 results on Aug 15, 2025New Risk • Apr 18New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 310% Cash payout ratio: 275% Dividend yield: 17% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 310% Cash payout ratio: 275% Earnings have declined by 17% per year over the past 5 years.お知らせ • Apr 16Mys Group Co., Ltd. Proposes Dividend for 2024MYS Group Co., Ltd. proposed Cash dividend/10 shares (tax included): CNY1.31000000 for 2024.Reported Earnings • Apr 15Full year 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in FY 2023)Full year 2024 results: EPS: CN¥0.18 (up from CN¥0.13 in FY 2023). Revenue: CN¥4.01b (up 14% from FY 2023). Net income: CN¥281.6m (up 44% from FY 2023). Profit margin: 7.0% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Apr 15MYS Group Co., Ltd., Annual General Meeting, May 08, 2025MYS Group Co., Ltd., Annual General Meeting, May 08, 2025, at 14:50 China Standard Time. Location: 18F, Block B, Meiyingsen Building, Guangming District, Shenzhen, Guangdong Chinaお知らせ • Mar 31MYS Group Co., Ltd. to Report Q1, 2025 Results on Apr 19, 2025MYS Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 19, 2025分析記事 • Mar 18Here's Why We Think MYS Group (SZSE:002303) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Dec 31MYS Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2025MYS Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2025Buy Or Sell Opportunity • Dec 17Now 23% undervaluedOver the last 90 days, the stock has risen 48% to CN¥3.77. The fair value is estimated to be CN¥4.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 33%.Buy Or Sell Opportunity • Nov 26Now 24% undervaluedOver the last 90 days, the stock has risen 33% to CN¥3.72. The fair value is estimated to be CN¥4.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 33%.分析記事 • Nov 25We Think MYS Group (SZSE:002303) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥4.13, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 31x in the Packaging industry in China. Total returns to shareholders of 56% over the past three years.お知らせ • Nov 16MYS Group Co., Ltd. Announces Implementation of A Shares Cash Dividend for the Third Quarter of 2024, Payable on 21 November 2024MYS Group Co., Ltd. announced implementation of cash dividend (tax included) of CNY 1.20000000 per 10 A shares for the third quarter of 2024. Record date is 20 November 2024 with Ex-date of 21 November 2024 and Payment date on 21 November 2024.お知らせ • Oct 26MYS Group Co., Ltd. Proposes Cash Dividend for the Third Quarter of 2024MYS Group Co., Ltd. proposed cash dividend of CNY 1.20000000 per 10 shares (tax included) for the third quarter of 2024.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.045 (vs CN¥0.039 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.045 (up from CN¥0.039 in 3Q 2023). Revenue: CN¥1.10b (up 17% from 3Q 2023). Net income: CN¥68.6m (up 14% from 3Q 2023). Profit margin: 6.3% (down from 6.4% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Oct 24MYS Group Co., Ltd.'s (SZSE:002303) Shares Lagging The Market But So Is The BusinessMYS Group Co., Ltd.'s ( SZSE:002303 ) price-to-earnings (or "P/E") ratio of 21.1x might make it look like a buy right...お知らせ • Sep 30MYS Group Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024MYS Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥3.07, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 26x in the Packaging industry in China. Total returns to shareholders of 8.1% over the past three years.分析記事 • Sep 18A Look At The Fair Value Of MYS Group Co., Ltd. (SZSE:002303)Key Insights MYS Group's estimated fair value is CN¥2.90 based on 2 Stage Free Cash Flow to Equity With CN¥2.55 share...お知らせ • Sep 11MYS Group Co., Ltd. Announces Interim Cash Dividend on A Shares for the Year 2024, Payable on 18 September 2024MYS Group Co., Ltd. announced interim cash dividend of CNY 3.20 per 10 shares on A shares (tax included) for the year 2024. Record date: 13 September 2024, Ex-date: 18 September 2024 and Payment date: 18 September 2024.お知らせ • Sep 07MYS Group Co., Ltd. Approves Interim Cash Dividend for the Year 2024MYS Group Co., Ltd. at its Extraordinary General Meeting held on 5 September 2024 approved the interim cash dividend of CNY 3.20000000 per 10 shares (tax included) for the year 2024.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.053 (vs CN¥0.042 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.053 (up from CN¥0.042 in 2Q 2023). Revenue: CN¥1.01b (up 15% from 2Q 2023). Net income: CN¥80.7m (up 27% from 2Q 2023). Profit margin: 8.0% (up from 7.2% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Aug 21MYS Group Co., Ltd. Proposes Interim Cash Dividend for the First Half of 2024MYS Group Co., Ltd. announced on 20 August 2024 the profit distribution proposal for the first half of 2024 as interim cash dividend per ten shares (tax included) of CNY 3.20000000.Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.053 (vs CN¥0.042 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.053 (up from CN¥0.042 in 2Q 2023). Revenue: CN¥1.01b (up 15% from 2Q 2023). Net income: CN¥80.7m (up 27% from 2Q 2023). Profit margin: 8.0% (up from 7.2% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Jul 31MYS Group (SZSE:002303) Will Be Hoping To Turn Its Returns On Capital AroundWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...分析記事 • Jul 05MYS Group (SZSE:002303) Will Pay A Larger Dividend Than Last Year At CN¥0.13MYS Group Co., Ltd. ( SZSE:002303 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Jul 05Dividend increased to CN¥0.13Dividend of CN¥0.13 is 97% higher than last year. Ex-date: 8th July 2024 Payment date: 8th July 2024 Dividend yield will be 5.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 2.8% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.お知らせ • Jul 02MYS Group Co., Ltd. Announces Final Cash Dividend of A Shares for 2023, Payable on 08 July 2024MYS Group Co., Ltd. announced final cash dividend of CNY 1.30000000 per 10 A shares for 2023. Record date: 05 July 2024. Ex-date: 08 July 2024. Payment date: 08 July 2024.お知らせ • Jun 29MYS Group Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024MYS Group Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥2.69, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 31x in the Packaging industry in China. Total loss to shareholders of 24% over the past three years.分析記事 • May 29Calculating The Fair Value Of MYS Group Co., Ltd. (SZSE:002303)Key Insights The projected fair value for MYS Group is CN¥2.43 based on 2 Stage Free Cash Flow to Equity With CN¥2.83...お知らせ • May 11MYS Group Co., Ltd. Approves Cash Dividend for 2023MYS Group Co., Ltd. at its Annual General Meeting of 2023 on 09 May 2024, approved cash dividend/10 shares (tax included): CNY 1.30000000 for 2023.分析記事 • May 02MYS Group's (SZSE:002303) Earnings Seem To Be PromisingInvestors signalled that they were pleased with MYS Group Co., Ltd.'s ( SZSE:002303 ) most recent earnings report. This...Buy Or Sell Opportunity • Apr 26Now 24% overvaluedOver the last 90 days, the stock has fallen 6.7% to CN¥3.08. The fair value is estimated to be CN¥2.48, 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 grown by 15%.Reported Earnings • Apr 14Full year 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.088 in FY 2022)Full year 2023 results: EPS: CN¥0.13 (up from CN¥0.088 in FY 2022). Revenue: CN¥3.51b (down 15% from FY 2022). Net income: CN¥196.1m (up 46% from FY 2022). Profit margin: 5.6% (up from 3.3% in FY 2022). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Apr 13+ 1 more updateMYS Group Co., Ltd., Annual General Meeting, May 09, 2024MYS Group Co., Ltd., Annual General Meeting, May 09, 2024, at 14:50 China Standard Time. Location: 18F, Tower B, Meiyingsen Building, Guangming District, Shenzhen, Guangdong China Agenda: To consider the 2023 work report of the board of directors; to consider the 2023 work report of the supervisory committee; to consider the 2023 annual report and its summary; to consider the special report on the deposit and use of raised funds in 2023; to consider the 2023 profit distribution plan; to consider the reappointment of audit firm; to consider the provision of guarantee for subsidiaries; and to consider the formulation of shareholder return plan for the next three years from 2024 to 2026.お知らせ • Mar 30MYS Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024MYS Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥2.78, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 31x in the Packaging industry in China. Total loss to shareholders of 12% over the past three years.お知らせ • Dec 29MYS Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024MYS Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% 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: Major Risk Earnings have declined by 30% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.039 (vs CN¥0.027 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.039 (up from CN¥0.027 in 3Q 2022). Revenue: CN¥942.3m (down 13% from 3Q 2022). Net income: CN¥60.0m (up 47% from 3Q 2022). Profit margin: 6.4% (up from 3.8% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30MYS Group Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023MYS Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023お知らせ • Jul 01MYS Group Co., Ltd. to Report First Half, 2023 Results on Aug 15, 2023MYS Group Co., Ltd. announced that they will report first half, 2023 results on Aug 15, 2023Reported Earnings • Apr 18Full year 2022 earnings released: EPS: CN¥0.088 (vs CN¥0.065 in FY 2021)Full year 2022 results: EPS: CN¥0.088 (up from CN¥0.065 in FY 2021). Revenue: CN¥4.13b (up 14% from FY 2021). Net income: CN¥134.6m (up 36% from FY 2021). Profit margin: 3.3% (up from 2.7% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. Non-Independent Director Haipeng Wang was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: CN¥0.027 (vs CN¥0.019 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.027 (up from CN¥0.019 in 3Q 2021). Revenue: CN¥1.08b (up 19% from 3Q 2021). Net income: CN¥40.8m (up 43% from 3Q 2021). Profit margin: 3.8% (up from 3.1% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 18Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: CN¥0.018. Net income: CN¥28.0m (up CN¥28.0m from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Jul 15MYS Group Co., Ltd. Implements Final Profit Distribution Plan for 2021, Payable on July 21, 2022MYS Group Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares) as Cash dividend/10 shares (tax included) of CNY 0.20000000. Record date is 20 July 2022, Ex-date is 21 July 2022, Payment date is 21 July 2022.お知らせ • Jun 14MYS Group Co., Ltd. Approves Cash Dividend for the Year 2022MYS Group Co., Ltd. at the AGM held on June 10, 2022, approved a cash dividend of CNY 0.20000000 for 10 shares for the year 2022.お知らせ • May 02MYS Group Co., Ltd. Proposes Final Cash Dividend for the Year 2021MYS Group Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 0.20000000 for the year 2021.Reported Earnings • Apr 30First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: CN¥0.027 (up from CN¥0.026 in 1Q 2021). Revenue: CN¥923.8m (up 13% from 1Q 2021). Net income: CN¥41.2m (up 3.5% from 1Q 2021). Profit margin: 4.5% (down from 4.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 27Price target increased to CN¥4.50Up from CN¥3.38, the current price target is provided by 1 analyst. New target price is 49% above last closing price of CN¥3.03. Stock is down 14% over the past year. The company is forecast to post earnings per share of CN¥0.08 for next year compared to CN¥0.13 last year.Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. Shareholder Supervisor Zeyu Li is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.019 (vs CN¥0.038 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥908.4m (flat on 3Q 2020). Net income: CN¥28.6m (down 51% from 3Q 2020). Profit margin: 3.1% (down from 6.4% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.007 (vs CN¥0.032 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥824.2m (up 2.3% from 2Q 2020). Net income: CN¥10.4m (down 79% from 2Q 2020). Profit margin: 1.3% (down from 6.1% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 15% per year.Upcoming Dividend • May 24Upcoming dividend of CN¥0.12 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 31 May 2021. Trailing yield: 3.1%. Within top quartile of Chinese dividend payers (1.9%). Higher than average of industry peers (1.1%).お知らせ • May 22MYS Group Co., Ltd. Announces Final Cash Dividend for 2020, Payable on 31 May 2021MYS Group Co., Ltd. announced final tax included cash dividend of CNY 1.20 per 10 A shares for 2020. Record date is 28 May 2021, ex-date is 31 May 2021, and the payment date is 31 May 2021.お知らせ • May 21MYS Group Co., Ltd. Approves Cash Dividend for 2020MYS Group Co., Ltd. approved cash dividend (tax included) of CNY 1.20000000 per 10 shares for 2020 at the AGM held on 19 May 2021.Price Target Changed • May 02Price target decreased to CN¥4.50Down from CN¥5.70, the current price target is provided by 1 analyst. New target price is 25% above last closing price of CN¥3.61. Stock is down 23% over the past year.お知らせ • Apr 29MYS Group Co., Ltd. Proposes Final DividendMYS Group Co., Ltd. proposes Final Dividend. The company proposes Cash dividend/10 shares (tax included): CNY 1.20000000.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.026 (vs CN¥0.03 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: CN¥819.5m (up 52% from 1Q 2020). Net income: CN¥39.8m (down 13% from 1Q 2020). Profit margin: 4.9% (down from 8.5% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Feb 04New 90-day low: CN¥3.37The company is down 24% from its price of CN¥4.43 on 06 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 3.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day low: CN¥4.00The company is down 12% from its price of CN¥4.56 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 7.0% over the same period.Is New 90 Day High Low • Dec 12New 90-day low: CN¥4.29The company is down 9.0% from its price of CN¥4.71 on 11 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is flat over the same period.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥386.6m, down 6.1% from the prior year. Total revenue was CN¥3.27b over the last 12 months, largely unchanged from the prior year.Is New 90 Day High Low • Oct 28New 90-day low: CN¥4.47The company is down 10.0% from its price of CN¥4.95 on 30 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 3.0% over the same period.Price Target Changed • Oct 27Price target lowered to CN¥5.47Down from CN¥5.90, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of CN¥4.55. As of last close, the stock is down 28% over the past year.お知らせ • Oct 20MYS Group Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020MYS Group Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020お知らせ • Sep 21MYS Group Co., Ltd.(XSEC:002303) dropped from FTSE All-World Index (USD)MYS Group Co., Ltd.(XSEC:002303) dropped from FTSE All-World Index (USD)お知らせ • Jul 18MYS Group Co., Ltd. to Report First Half, 2020 Results on Aug 15, 2020MYS Group Co., Ltd. announced that they will report first half, 2020 results on Aug 15, 2020決済の安定と成長配当データの取得安定した配当: 002303の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 002303の配当金は過去10年間にわたって増加しています。配当利回り対市場MYS Group 配当利回り対市場002303 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (002303)4.1%市場下位25% (CN)0.4%市場トップ25% (CN)1.9%業界平均 (Packaging)1.5%アナリスト予想 (002303) (最長3年)n/a注目すべき配当: 002303の配当金 ( 4.14% ) はCN市場の配当金支払者の下位 25% ( 0.37% ) よりも高くなっています。高配当: 002303の配当金 ( 4.14% ) はCN市場 ( 1.95% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 002303は高い 配当性向 ( 92.4% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: 002303は合理的な 現金配当性向 ( 73.5% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management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2026/05/22 21:12終値2026/05/22 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MYS Group Co., Ltd. 0 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。6 アナリスト機関Junhao FanChina International Capital Corporation LimitedJia ZhuCitic Securities Co., Ltd.Jie LiEverbright Securities Co. Ltd.3 その他のアナリストを表示
Declared Dividend • Nov 19Dividend of CN¥0.066 announcedShareholders will receive a dividend of CN¥0.066. Ex-date: 25th November 2025 Payment date: 25th November 2025 Dividend yield will be 4.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.7% to bring the payout ratio under control. However, EPS has declined by 3.5% over the last 5 years so the company would need to reverse this trend.
お知らせ • Oct 01Mys Group Co., Ltd. Approves Interim Cash Dividend for 2025MYS Group Co., Ltd. held its 1st Extraordinary General Meeting of 2025 on 29 September 2025, approved interim Cash dividend/10 shares (tax included): CNY0.66000000 for 2025.
お知らせ • Aug 16MYS Group Co., Ltd. Proposes Interim Cash Dividend for the Year 2025MYS Group Co., Ltd. proposed interim cash dividend of CNY 0.66000000 per ten shares (tax included) for the year 2025, at first extraordinary general meeting of 2025 to be held on 29 September 2025.
お知らせ • Apr 16Mys Group Co., Ltd. Proposes Dividend for 2024MYS Group Co., Ltd. proposed Cash dividend/10 shares (tax included): CNY1.31000000 for 2024.
お知らせ • Nov 16MYS Group Co., Ltd. Announces Implementation of A Shares Cash Dividend for the Third Quarter of 2024, Payable on 21 November 2024MYS Group Co., Ltd. announced implementation of cash dividend (tax included) of CNY 1.20000000 per 10 A shares for the third quarter of 2024. Record date is 20 November 2024 with Ex-date of 21 November 2024 and Payment date on 21 November 2024.
お知らせ • Oct 26MYS Group Co., Ltd. Proposes Cash Dividend for the Third Quarter of 2024MYS Group Co., Ltd. proposed cash dividend of CNY 1.20000000 per 10 shares (tax included) for the third quarter of 2024.
Reported Earnings • Apr 03Full year 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.18 in FY 2024)Full year 2025 results: EPS: CN¥0.17 (down from CN¥0.18 in FY 2024). Revenue: CN¥3.97b (flat on FY 2024). Net income: CN¥260.9m (down 7.3% from FY 2024). Profit margin: 6.6% (down from 7.0% in FY 2024). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 03MYS Group Co., Ltd., Annual General Meeting, Apr 28, 2026MYS Group Co., Ltd., Annual General Meeting, Apr 28, 2026, at 14:50 China Standard Time. Location: 18F, Block B, Meiyingsen Building, Guangming District, Shenzhen, Guangdong China
お知らせ • Mar 31MYS Group Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026MYS Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 31MYS Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 03, 2026MYS Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 03, 2026
Board Change • Dec 12Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Wanda Guo was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Nov 19Dividend of CN¥0.066 announcedShareholders will receive a dividend of CN¥0.066. Ex-date: 25th November 2025 Payment date: 25th November 2025 Dividend yield will be 4.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.7% to bring the payout ratio under control. However, EPS has declined by 3.5% over the last 5 years so the company would need to reverse this trend.
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.055 (vs CN¥0.045 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.055 (up from CN¥0.045 in 3Q 2024). Revenue: CN¥1.05b (down 4.0% from 3Q 2024). Net income: CN¥84.0m (up 23% from 3Q 2024). Profit margin: 8.0% (up from 6.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 01Mys Group Co., Ltd. Approves Interim Cash Dividend for 2025MYS Group Co., Ltd. held its 1st Extraordinary General Meeting of 2025 on 29 September 2025, approved interim Cash dividend/10 shares (tax included): CNY0.66000000 for 2025.
Reported Earnings • Aug 20Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: CN¥978.2m (down 2.8% from 2Q 2024). Net income: CN¥95.7m (up 19% from 2Q 2024). Profit margin: 9.8% (up from 8.0% in 2Q 2024). The increase in margin was driven by lower expenses.
お知らせ • Aug 16MYS Group Co., Ltd. Proposes Interim Cash Dividend for the Year 2025MYS Group Co., Ltd. proposed interim cash dividend of CNY 0.66000000 per ten shares (tax included) for the year 2025, at first extraordinary general meeting of 2025 to be held on 29 September 2025.
Buy Or Sell Opportunity • Aug 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to CN¥4.02. The fair value is estimated to be CN¥3.29, 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 grown by 35%.
お知らせ • Jul 02MYS Group Co., Ltd. to Report First Half, 2025 Results on Aug 15, 2025MYS Group Co., Ltd. announced that they will report first half, 2025 results on Aug 15, 2025
New Risk • Apr 18New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 310% Cash payout ratio: 275% Dividend yield: 17% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 310% Cash payout ratio: 275% Earnings have declined by 17% per year over the past 5 years.
お知らせ • Apr 16Mys Group Co., Ltd. Proposes Dividend for 2024MYS Group Co., Ltd. proposed Cash dividend/10 shares (tax included): CNY1.31000000 for 2024.
Reported Earnings • Apr 15Full year 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in FY 2023)Full year 2024 results: EPS: CN¥0.18 (up from CN¥0.13 in FY 2023). Revenue: CN¥4.01b (up 14% from FY 2023). Net income: CN¥281.6m (up 44% from FY 2023). Profit margin: 7.0% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Apr 15MYS Group Co., Ltd., Annual General Meeting, May 08, 2025MYS Group Co., Ltd., Annual General Meeting, May 08, 2025, at 14:50 China Standard Time. Location: 18F, Block B, Meiyingsen Building, Guangming District, Shenzhen, Guangdong China
お知らせ • Mar 31MYS Group Co., Ltd. to Report Q1, 2025 Results on Apr 19, 2025MYS Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 19, 2025
分析記事 • Mar 18Here's Why We Think MYS Group (SZSE:002303) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Dec 31MYS Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2025MYS Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2025
Buy Or Sell Opportunity • Dec 17Now 23% undervaluedOver the last 90 days, the stock has risen 48% to CN¥3.77. The fair value is estimated to be CN¥4.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 33%.
Buy Or Sell Opportunity • Nov 26Now 24% undervaluedOver the last 90 days, the stock has risen 33% to CN¥3.72. The fair value is estimated to be CN¥4.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 33%.
分析記事 • Nov 25We Think MYS Group (SZSE:002303) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥4.13, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 31x in the Packaging industry in China. Total returns to shareholders of 56% over the past three years.
お知らせ • Nov 16MYS Group Co., Ltd. Announces Implementation of A Shares Cash Dividend for the Third Quarter of 2024, Payable on 21 November 2024MYS Group Co., Ltd. announced implementation of cash dividend (tax included) of CNY 1.20000000 per 10 A shares for the third quarter of 2024. Record date is 20 November 2024 with Ex-date of 21 November 2024 and Payment date on 21 November 2024.
お知らせ • Oct 26MYS Group Co., Ltd. Proposes Cash Dividend for the Third Quarter of 2024MYS Group Co., Ltd. proposed cash dividend of CNY 1.20000000 per 10 shares (tax included) for the third quarter of 2024.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.045 (vs CN¥0.039 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.045 (up from CN¥0.039 in 3Q 2023). Revenue: CN¥1.10b (up 17% from 3Q 2023). Net income: CN¥68.6m (up 14% from 3Q 2023). Profit margin: 6.3% (down from 6.4% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Oct 24MYS Group Co., Ltd.'s (SZSE:002303) Shares Lagging The Market But So Is The BusinessMYS Group Co., Ltd.'s ( SZSE:002303 ) price-to-earnings (or "P/E") ratio of 21.1x might make it look like a buy right...
お知らせ • Sep 30MYS Group Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024MYS Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥3.07, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 26x in the Packaging industry in China. Total returns to shareholders of 8.1% over the past three years.
分析記事 • Sep 18A Look At The Fair Value Of MYS Group Co., Ltd. (SZSE:002303)Key Insights MYS Group's estimated fair value is CN¥2.90 based on 2 Stage Free Cash Flow to Equity With CN¥2.55 share...
お知らせ • Sep 11MYS Group Co., Ltd. Announces Interim Cash Dividend on A Shares for the Year 2024, Payable on 18 September 2024MYS Group Co., Ltd. announced interim cash dividend of CNY 3.20 per 10 shares on A shares (tax included) for the year 2024. Record date: 13 September 2024, Ex-date: 18 September 2024 and Payment date: 18 September 2024.
お知らせ • Sep 07MYS Group Co., Ltd. Approves Interim Cash Dividend for the Year 2024MYS Group Co., Ltd. at its Extraordinary General Meeting held on 5 September 2024 approved the interim cash dividend of CNY 3.20000000 per 10 shares (tax included) for the year 2024.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥0.053 (vs CN¥0.042 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.053 (up from CN¥0.042 in 2Q 2023). Revenue: CN¥1.01b (up 15% from 2Q 2023). Net income: CN¥80.7m (up 27% from 2Q 2023). Profit margin: 8.0% (up from 7.2% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Aug 21MYS Group Co., Ltd. Proposes Interim Cash Dividend for the First Half of 2024MYS Group Co., Ltd. announced on 20 August 2024 the profit distribution proposal for the first half of 2024 as interim cash dividend per ten shares (tax included) of CNY 3.20000000.
Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.053 (vs CN¥0.042 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.053 (up from CN¥0.042 in 2Q 2023). Revenue: CN¥1.01b (up 15% from 2Q 2023). Net income: CN¥80.7m (up 27% from 2Q 2023). Profit margin: 8.0% (up from 7.2% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Jul 31MYS Group (SZSE:002303) Will Be Hoping To Turn Its Returns On Capital AroundWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
分析記事 • Jul 05MYS Group (SZSE:002303) Will Pay A Larger Dividend Than Last Year At CN¥0.13MYS Group Co., Ltd. ( SZSE:002303 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Jul 05Dividend increased to CN¥0.13Dividend of CN¥0.13 is 97% higher than last year. Ex-date: 8th July 2024 Payment date: 8th July 2024 Dividend yield will be 5.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 2.8% to shift the payout ratio to a potentially unsustainable range, which is less than the 11% EPS decline seen over the last 5 years.
お知らせ • Jul 02MYS Group Co., Ltd. Announces Final Cash Dividend of A Shares for 2023, Payable on 08 July 2024MYS Group Co., Ltd. announced final cash dividend of CNY 1.30000000 per 10 A shares for 2023. Record date: 05 July 2024. Ex-date: 08 July 2024. Payment date: 08 July 2024.
お知らせ • Jun 29MYS Group Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024MYS Group Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥2.69, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 31x in the Packaging industry in China. Total loss to shareholders of 24% over the past three years.
分析記事 • May 29Calculating The Fair Value Of MYS Group Co., Ltd. (SZSE:002303)Key Insights The projected fair value for MYS Group is CN¥2.43 based on 2 Stage Free Cash Flow to Equity With CN¥2.83...
お知らせ • May 11MYS Group Co., Ltd. Approves Cash Dividend for 2023MYS Group Co., Ltd. at its Annual General Meeting of 2023 on 09 May 2024, approved cash dividend/10 shares (tax included): CNY 1.30000000 for 2023.
分析記事 • May 02MYS Group's (SZSE:002303) Earnings Seem To Be PromisingInvestors signalled that they were pleased with MYS Group Co., Ltd.'s ( SZSE:002303 ) most recent earnings report. This...
Buy Or Sell Opportunity • Apr 26Now 24% overvaluedOver the last 90 days, the stock has fallen 6.7% to CN¥3.08. The fair value is estimated to be CN¥2.48, 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 grown by 15%.
Reported Earnings • Apr 14Full year 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.088 in FY 2022)Full year 2023 results: EPS: CN¥0.13 (up from CN¥0.088 in FY 2022). Revenue: CN¥3.51b (down 15% from FY 2022). Net income: CN¥196.1m (up 46% from FY 2022). Profit margin: 5.6% (up from 3.3% in FY 2022). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Apr 13+ 1 more updateMYS Group Co., Ltd., Annual General Meeting, May 09, 2024MYS Group Co., Ltd., Annual General Meeting, May 09, 2024, at 14:50 China Standard Time. Location: 18F, Tower B, Meiyingsen Building, Guangming District, Shenzhen, Guangdong China Agenda: To consider the 2023 work report of the board of directors; to consider the 2023 work report of the supervisory committee; to consider the 2023 annual report and its summary; to consider the special report on the deposit and use of raised funds in 2023; to consider the 2023 profit distribution plan; to consider the reappointment of audit firm; to consider the provision of guarantee for subsidiaries; and to consider the formulation of shareholder return plan for the next three years from 2024 to 2026.
お知らせ • Mar 30MYS Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024MYS Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥2.78, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 31x in the Packaging industry in China. Total loss to shareholders of 12% over the past three years.
お知らせ • Dec 29MYS Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024MYS Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024
New Risk • Oct 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 33% 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: Major Risk Earnings have declined by 30% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.039 (vs CN¥0.027 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.039 (up from CN¥0.027 in 3Q 2022). Revenue: CN¥942.3m (down 13% from 3Q 2022). Net income: CN¥60.0m (up 47% from 3Q 2022). Profit margin: 6.4% (up from 3.8% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30MYS Group Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023MYS Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023
お知らせ • Jul 01MYS Group Co., Ltd. to Report First Half, 2023 Results on Aug 15, 2023MYS Group Co., Ltd. announced that they will report first half, 2023 results on Aug 15, 2023
Reported Earnings • Apr 18Full year 2022 earnings released: EPS: CN¥0.088 (vs CN¥0.065 in FY 2021)Full year 2022 results: EPS: CN¥0.088 (up from CN¥0.065 in FY 2021). Revenue: CN¥4.13b (up 14% from FY 2021). Net income: CN¥134.6m (up 36% from FY 2021). Profit margin: 3.3% (up from 2.7% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. Non-Independent Director Haipeng Wang was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: CN¥0.027 (vs CN¥0.019 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.027 (up from CN¥0.019 in 3Q 2021). Revenue: CN¥1.08b (up 19% from 3Q 2021). Net income: CN¥40.8m (up 43% from 3Q 2021). Profit margin: 3.8% (up from 3.1% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 18Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: CN¥0.018. Net income: CN¥28.0m (up CN¥28.0m from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 15MYS Group Co., Ltd. Implements Final Profit Distribution Plan for 2021, Payable on July 21, 2022MYS Group Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares) as Cash dividend/10 shares (tax included) of CNY 0.20000000. Record date is 20 July 2022, Ex-date is 21 July 2022, Payment date is 21 July 2022.
お知らせ • Jun 14MYS Group Co., Ltd. Approves Cash Dividend for the Year 2022MYS Group Co., Ltd. at the AGM held on June 10, 2022, approved a cash dividend of CNY 0.20000000 for 10 shares for the year 2022.
お知らせ • May 02MYS Group Co., Ltd. Proposes Final Cash Dividend for the Year 2021MYS Group Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 0.20000000 for the year 2021.
Reported Earnings • Apr 30First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: CN¥0.027 (up from CN¥0.026 in 1Q 2021). Revenue: CN¥923.8m (up 13% from 1Q 2021). Net income: CN¥41.2m (up 3.5% from 1Q 2021). Profit margin: 4.5% (down from 4.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 27Price target increased to CN¥4.50Up from CN¥3.38, the current price target is provided by 1 analyst. New target price is 49% above last closing price of CN¥3.03. Stock is down 14% over the past year. The company is forecast to post earnings per share of CN¥0.08 for next year compared to CN¥0.13 last year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. Shareholder Supervisor Zeyu Li is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.019 (vs CN¥0.038 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥908.4m (flat on 3Q 2020). Net income: CN¥28.6m (down 51% from 3Q 2020). Profit margin: 3.1% (down from 6.4% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.007 (vs CN¥0.032 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥824.2m (up 2.3% from 2Q 2020). Net income: CN¥10.4m (down 79% from 2Q 2020). Profit margin: 1.3% (down from 6.1% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 15% per year.
Upcoming Dividend • May 24Upcoming dividend of CN¥0.12 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 31 May 2021. Trailing yield: 3.1%. Within top quartile of Chinese dividend payers (1.9%). Higher than average of industry peers (1.1%).
お知らせ • May 22MYS Group Co., Ltd. Announces Final Cash Dividend for 2020, Payable on 31 May 2021MYS Group Co., Ltd. announced final tax included cash dividend of CNY 1.20 per 10 A shares for 2020. Record date is 28 May 2021, ex-date is 31 May 2021, and the payment date is 31 May 2021.
お知らせ • May 21MYS Group Co., Ltd. Approves Cash Dividend for 2020MYS Group Co., Ltd. approved cash dividend (tax included) of CNY 1.20000000 per 10 shares for 2020 at the AGM held on 19 May 2021.
Price Target Changed • May 02Price target decreased to CN¥4.50Down from CN¥5.70, the current price target is provided by 1 analyst. New target price is 25% above last closing price of CN¥3.61. Stock is down 23% over the past year.
お知らせ • Apr 29MYS Group Co., Ltd. Proposes Final DividendMYS Group Co., Ltd. proposes Final Dividend. The company proposes Cash dividend/10 shares (tax included): CNY 1.20000000.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.026 (vs CN¥0.03 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: CN¥819.5m (up 52% from 1Q 2020). Net income: CN¥39.8m (down 13% from 1Q 2020). Profit margin: 4.9% (down from 8.5% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Feb 04New 90-day low: CN¥3.37The company is down 24% from its price of CN¥4.43 on 06 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day low: CN¥4.00The company is down 12% from its price of CN¥4.56 on 30 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 7.0% over the same period.
Is New 90 Day High Low • Dec 12New 90-day low: CN¥4.29The company is down 9.0% from its price of CN¥4.71 on 11 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is flat over the same period.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥386.6m, down 6.1% from the prior year. Total revenue was CN¥3.27b over the last 12 months, largely unchanged from the prior year.
Is New 90 Day High Low • Oct 28New 90-day low: CN¥4.47The company is down 10.0% from its price of CN¥4.95 on 30 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 3.0% over the same period.
Price Target Changed • Oct 27Price target lowered to CN¥5.47Down from CN¥5.90, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of CN¥4.55. As of last close, the stock is down 28% over the past year.
お知らせ • Oct 20MYS Group Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020MYS Group Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020
お知らせ • Sep 21MYS Group Co., Ltd.(XSEC:002303) dropped from FTSE All-World Index (USD)MYS Group Co., Ltd.(XSEC:002303) dropped from FTSE All-World Index (USD)
お知らせ • Jul 18MYS Group Co., Ltd. to Report First Half, 2020 Results on Aug 15, 2020MYS Group Co., Ltd. announced that they will report first half, 2020 results on Aug 15, 2020