Beijing Comens New MaterialsLtd（300200）株式概要北京コメンス新材料有限公司は、複合ポリウレタン接着剤の研究開発、生産、販売を中華人民共和国および国際的に行っています。 詳細300200 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0/6過去の実績1/6財務の健全性4/6配当金3/6報酬株価収益率（ 43.9 x） CN市場（ 46.4 x）を下回っています。リスク分析過去5年間で収益は年間23.1%減少しました。 1.58%の配当はフリーキャッシュフローで十分にカバーされていない 利益率(6.6%)は昨年より低い(10.6%) すべてのリスクチェックを見る300200 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¥9.4914.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-330m2b2016201920222025202620282031Revenue CN¥1.7bEarnings CN¥109.7mAdvancedSet Fair ValueView all narrativesBeijing Comens New Materials Co.,Ltd. 競合他社Shanghai Kinlita ChemicalSymbol: SZSE:300225Market cap: CN¥4.4bJiangsu Liba EnterpriseSymbol: SHSE:603519Market cap: CN¥3.9bTianjin Jiuri New MaterialsSymbol: SHSE:688199Market cap: CN¥4.9bChanghua Chemical TechnologySymbol: SZSE:301518Market cap: CN¥4.2b価格と性能株価の高値、安値、推移の概要Beijing Comens New MaterialsLtd過去の株価現在の株価CN¥9.4952週高値CN¥16.1252週安値CN¥8.91ベータ0.751ヶ月の変化-12.53%3ヶ月変化-9.27%1年変化4.29%3年間の変化15.59%5年間の変化-8.49%IPOからの変化45.79%最新ニュースDeclared Dividend • Jun 08Dividend of CN¥0.15 announcedDividend of CN¥0.15 is the same as last year. Ex-date: 10th June 2026 Payment date: 10th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.8% 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 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.お知らせ • Jun 05Beijing Comens New Materials Co.,Ltd. Approves Final Cash Dividend on A Shares for 2025, Payable on 10 June 2026Beijing Comens New Materials Co.,Ltd. approved 2025 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 1.50000000. Record date: 09 June 2026;Ex-date: 10 June 2026; Payment date: 10 June 2026.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.27, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 48x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years.お知らせ • Mar 31Beijing Comens New Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Beijing Comens New Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026New Risk • Mar 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 28% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (7.9% net profit margin).Reported Earnings • Mar 27Full year 2025 earnings released: EPS: CN¥0.25 (vs CN¥0.32 in FY 2024)Full year 2025 results: EPS: CN¥0.25 (down from CN¥0.32 in FY 2024). Revenue: CN¥1.32b (up 12% from FY 2024). Net income: CN¥104.0m (down 23% from FY 2024). Profit margin: 7.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.最新情報をもっと見るRecent updatesDeclared Dividend • Jun 08Dividend of CN¥0.15 announcedDividend of CN¥0.15 is the same as last year. Ex-date: 10th June 2026 Payment date: 10th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.8% 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 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.お知らせ • Jun 05Beijing Comens New Materials Co.,Ltd. Approves Final Cash Dividend on A Shares for 2025, Payable on 10 June 2026Beijing Comens New Materials Co.,Ltd. approved 2025 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 1.50000000. Record date: 09 June 2026;Ex-date: 10 June 2026; Payment date: 10 June 2026.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.27, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 48x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years.お知らせ • Mar 31Beijing Comens New Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Beijing Comens New Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026New Risk • Mar 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 28% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (7.9% net profit margin).Reported Earnings • Mar 27Full year 2025 earnings released: EPS: CN¥0.25 (vs CN¥0.32 in FY 2024)Full year 2025 results: EPS: CN¥0.25 (down from CN¥0.32 in FY 2024). Revenue: CN¥1.32b (up 12% from FY 2024). Net income: CN¥104.0m (down 23% from FY 2024). Profit margin: 7.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.お知らせ • Mar 25Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 16, 2026Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 16, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaValuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥9.66, the stock trades at a trailing P/E ratio of 28.9x. Average trailing P/E is 45x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥12.30, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 61% over the past three years.New Risk • Jan 07New 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 8.7% 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: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.7% average weekly change).Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥14.56, the stock trades at a trailing P/E ratio of 43.5x. Average trailing P/E is 45x in the Chemicals industry in China. Total returns to shareholders of 104% over the past three years.お知らせ • Dec 31Beijing Comens New Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 26, 2026Beijing Comens New Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 26, 2026Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥12.05, the stock trades at a trailing P/E ratio of 36x. Average trailing P/E is 41x in the Chemicals industry in China. Total returns to shareholders of 66% over the past three years.Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.06 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.09 (up from CN¥0.06 in 3Q 2024). Revenue: CN¥354.7m (up 29% from 3Q 2024). Net income: CN¥37.8m (up 47% from 3Q 2024). Profit margin: 11% (up from 9.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Sep 30Beijing Comens New Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 22, 2025Beijing Comens New Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.078 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.09 (up from CN¥0.078 in 2Q 2024). Revenue: CN¥310.9m (up 4.3% from 2Q 2024). Net income: CN¥38.0m (up 19% from 2Q 2024). Profit margin: 12% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Jul 02Beijing Comens New Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 21, 2025Beijing Comens New Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 21, 2025New Risk • Jun 14New 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: Major Risk Earnings have declined by 42% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.2% average weekly change).お知らせ • Apr 23Beijing Comens New Materials Co.,Ltd. Approves Cash Dividend for 2024Beijing Comens New Materials Co.,Ltd. at its Annual General Meeting held on 21 April 2025 approved cash dividend of CNY 1.50000000 per 10 shares (tax included) for 2024.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥11.34, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 35x in the Chemicals industry in China. Total returns to shareholders of 56% over the past three years.New Risk • Apr 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Risk Earnings have declined by 46% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Mar 31Beijing Comens New Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Beijing Comens New Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025Reported Earnings • Mar 28Full year 2024 earnings released: EPS: CN¥0.32 (vs CN¥0.80 loss in FY 2023)Full year 2024 results: EPS: CN¥0.32 (up from CN¥0.80 loss in FY 2023). Revenue: CN¥1.18b (up 14% from FY 2023). Net income: CN¥135.4m (up CN¥480.6m from FY 2023). Profit margin: 12% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Mar 28Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 21, 2025Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 21, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China分析記事 • Mar 27Is Beijing Comens New MaterialsLtd (SZSE:300200) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Jan 06Beijing Comens New MaterialsLtd (SZSE:300200) May Have Issues Allocating Its CapitalWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...お知らせ • Dec 31Beijing Comens New Materials Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025Beijing Comens New Materials Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025分析記事 • Nov 11There's Reason For Concern Over Beijing Comens New Materials Co.,Ltd.'s (SZSE:300200) Massive 25% Price JumpDespite an already strong run, Beijing Comens New Materials Co.,Ltd. ( SZSE:300200 ) shares have been powering on, with...Reported Earnings • Oct 18Third quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.059 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.06 (up from CN¥0.059 in 3Q 2023). Revenue: CN¥275.7m (flat on 3Q 2023). Net income: CN¥25.8m (up 5.7% from 3Q 2023). Profit margin: 9.4% (up from 8.8% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Beijing Comens New Materials Co.,Ltd. to Report Q3, 2024 Results on Oct 18, 2024Beijing Comens New Materials Co.,Ltd. announced that they will report Q3, 2024 results on Oct 18, 2024分析記事 • Sep 25Subdued Growth No Barrier To Beijing Comens New Materials Co.,Ltd.'s (SZSE:300200) PriceWhen you see that almost half of the companies in the Chemicals industry in China have price-to-sales ratios (or "P/S...Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.078 (vs CN¥0.09 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.078 (down from CN¥0.09 in 2Q 2023). Revenue: CN¥298.0m (up 17% from 2Q 2023). Net income: CN¥32.0m (down 18% from 2Q 2023). Profit margin: 11% (down from 15% in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Jun 29Beijing Comens New Materials Co.,Ltd. to Report First Half, 2024 Results on Aug 15, 2024Beijing Comens New Materials Co.,Ltd. announced that they will report first half, 2024 results on Aug 15, 2024New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 30% per year over the past 5 years.分析記事 • May 21Subdued Growth No Barrier To Beijing Comens New Materials Co.,Ltd. (SZSE:300200) With Shares Advancing 28%Beijing Comens New Materials Co.,Ltd. ( SZSE:300200 ) shareholders have had their patience rewarded with a 28% share...Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.09 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.09 in 1Q 2023). Revenue: CN¥324.7m (up 34% from 1Q 2023). Net income: CN¥52.7m (up 41% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 01Full year 2023 earnings released: CN¥0.80 loss per share (vs CN¥0.33 profit in FY 2022)Full year 2023 results: CN¥0.80 loss per share (down from CN¥0.33 profit in FY 2022). Revenue: CN¥1.04b (up 1.9% from FY 2022). Net loss: CN¥345.2m (down 345% from profit in FY 2022). 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 12% per year, which means it has not declined as severely as earnings.お知らせ • Mar 30+ 1 more updateBeijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 23, 2024Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 23, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China分析記事 • Mar 08Beijing Comens New Materials Co.,Ltd.'s (SZSE:300200) Shares Bounce 28% But Its Business Still Trails The MarketBeijing Comens New Materials Co.,Ltd. ( SZSE:300200 ) shareholders are no doubt pleased to see that the share price has...Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥5.72, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 31% over the past three years.お知らせ • Jan 31Beijing Comens New Materials Co.,Ltd. (SZSE:300200) announces an Equity Buyback for CNY 100 million worth of its shares.Beijing Comens New Materials Co.,Ltd. (SZSE:300200) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 11 per share. The repurchased shares will be used for employee stock ownership plans or equity incentive plans. If the company fails to use up the repurchased shares within three years after the implementation results of this share repurchase and the announcement of share changes, the shares that have not been used will be cancelled in accordance with the law. The program will be funded from company's own funds. The program will be valid for 12 months.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥6.99, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 34x in the Chemicals industry in China. Total loss to shareholders of 28% over the past three years.Board Change • Jan 06Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Pinglin He was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Dec 30Beijing Comens New Materials Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 30, 2024Beijing Comens New Materials Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 30, 2024Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: CN¥0.059 (vs CN¥0.089 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.059 (down from CN¥0.089 in 3Q 2022). Revenue: CN¥277.6m (up 7.5% from 3Q 2022). Net income: CN¥24.4m (down 40% from 3Q 2022). Profit margin: 8.8% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals 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 16% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Beijing Comens New Materials Co.,Ltd. to Report Q3, 2023 Results on Oct 20, 2023Beijing Comens New Materials Co.,Ltd. announced that they will report Q3, 2023 results on Oct 20, 2023Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥10.42, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 22% over the past three years.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.061 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.09 (up from CN¥0.061 in 2Q 2022). Revenue: CN¥254.6m (up 21% from 2Q 2022). Net income: CN¥38.9m (up 46% from 2Q 2022). Profit margin: 15% (up from 13% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 23% 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 01Beijing Comens New Materials Co.,Ltd. to Report First Half, 2023 Results on Aug 18, 2023Beijing Comens New Materials Co.,Ltd. announced that they will report first half, 2023 results on Aug 18, 2023Reported Earnings • Apr 15First quarter 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.10 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.09 (down from CN¥0.10 in 1Q 2022). Revenue: CN¥243.2m (down 10% from 1Q 2022). Net income: CN¥37.4m (down 7.7% from 1Q 2022). Profit margin: 15% (in line with 1Q 2022). 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.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: CN¥0.089 (vs CN¥0.08 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.089 (up from CN¥0.08 in 3Q 2021). Revenue: CN¥258.3m (down 8.1% from 3Q 2021). Net income: CN¥41.0m (up 21% from 3Q 2021). Profit margin: 16% (up from 12% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: CN¥0.061 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.061 (down from CN¥0.13 in 2Q 2021). Revenue: CN¥210.2m (down 22% from 2Q 2021). Net income: CN¥26.7m (down 50% from 2Q 2021). Profit margin: 13% (down from 20% in 2Q 2021). The decrease in margin was driven by lower revenue. 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 17% per year, which means it is well ahead of earnings.お知らせ • Jun 22Beijing Comens New Materials Co.,Ltd. Announces 2021 Final Profit Distribution PlanBeijing Comens New Materials Co.,Ltd. announced 2021 final profit distribution plan of Cash dividend/10 shares (tax included) of CNY 1.50000000. Record date is 27 June 2022. Ex-date is 28 June 2022. Payment date is 28 June 2022.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥8.52, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 26x in the Chemicals industry in China. Total returns to shareholders of 52% over the past three years.お知らせ • May 12+ 1 more updateBeijing Comens New Materials Co.,Ltd. Announces Board ElectionsBeijing Comens New Materials Co.,Ltd. at the AGM held on May 09, 2022, elected Ning Hongtao, Xiong Haitao and Cao Xue as non-independent directors and Xu Jian, He Pinglin and Li Ke as independent directors.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. 7 experienced directors. 5 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Xuguang Wang was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 13Beijing Comens New Materials Co.,Ltd., Annual General Meeting, May 09, 2022Beijing Comens New Materials Co.,Ltd., Annual General Meeting, May 09, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee 2021 annual report and its summary; to consider 2021 annual accounts; to consider 2021 profit distribution plan; to consider 2022 appointment of financial audit firm; to consider entrusted wealth management with proprietary funds; to consider 2021 remuneration for directors, supervisors and senior management and adjustment of 2022 remuneration adjustment; to consider repurchase and cancellation of some restricted stocks; to consider change of the company's registered capital; and to consider other matters; to consider 2021 work report of the board of directors; and to consider other matters.お知らせ • Apr 12Beijing Comens New Materials Co.,Ltd. Proposes Final Cash Dividend for the Year 2021Beijing Comens New Materials Co.,Ltd. announced on 11 April 2022 the profit distribution proposal for 2021 as final cash dividend (tax included) of CNY 1.50000000 per ten shares.Reported Earnings • Apr 10Full year 2021 earnings released: EPS: CN¥0.37 (vs CN¥0.55 in FY 2020)Full year 2021 results: EPS: CN¥0.37 (down from CN¥0.55 in FY 2020). Revenue: CN¥1.10b (up 15% from FY 2020). Net income: CN¥159.2m (down 32% from FY 2020). Profit margin: 14% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥0.37 (down from CN¥0.55 in FY 2020). Revenue: CN¥1.10b (up 14% from FY 2020). Net income: CN¥159.2m (down 32% from FY 2020). Profit margin: 14% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.16 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥281.1m (up 11% from 3Q 2020). Net income: CN¥33.8m (down 49% from 3Q 2020). Profit margin: 12% (down from 26% 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 33% per year whereas the company’s share price has increased by 29% per year.Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.15 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¥269.1m (up 14% from 2Q 2020). Net income: CN¥53.4m (down 20% from 2Q 2020). Profit margin: 20% (down from 28% 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 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥11.41, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 140% over the past three years.Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥0.55 (vs CN¥0.44 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: CN¥959.7m (flat on FY 2019). Net income: CN¥232.6m (up 25% from FY 2019). Profit margin: 24% (up from 19% in FY 2019). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Beijing Comens New Materials Co.,Ltd. to Report Fiscal Year 2020 Results on Apr 14, 2021Beijing Comens New Materials Co.,Ltd. announced that they will report fiscal year 2020 results on Apr 14, 2021Is New 90 Day High Low • Feb 03New 90-day low: CN¥9.21The company is down 33% from its price of CN¥13.84 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥9.24, the stock is trading at a trailing P/E ratio of 13.7x, down from the previous P/E ratio of 16.2x. This compares to an average P/E of 34x in the Chemicals industry in China. Total returns to shareholders over the past three years are 59%.Is New 90 Day High Low • Jan 11New 90-day low: CN¥9.82The company is down 38% from its price of CN¥15.81 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period.Is New 90 Day High Low • Dec 16New 90-day low: CN¥10.93The company is down 28% from its price of CN¥15.16 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 Chemicals industry, which is up 6.0% over the same period.Valuation Update With 7 Day Price Move • Nov 16Market pulls back on stock over the past weekAfter last week's 15% share price decline to CN¥12.24, the stock is trading at a trailing P/E ratio of 18.1x, down from the previous P/E ratio of 21.4x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 88%.Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥223.8m, up 42% from the prior year. Total revenue was CN¥903.2m over the last 12 months, down 7.9% from the prior year.お知らせ • Oct 17Beijing Comens New Materials Co.,Ltd. to Report Q3, 2020 Results on Oct 24, 2020Beijing Comens New Materials Co.,Ltd. announced that they will report Q3, 2020 results on Oct 24, 2020Valuation Update With 7 Day Price Move • Oct 12Market bids up stock over the past weekAfter last week's 19% share price gain to CN¥16.25, the stock is trading at a trailing P/E ratio of 33.3x, up from the previous P/E ratio of 28x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 114%.Is New 90 Day High Low • Oct 12New 90-day high: CN¥16.25The company is up 23% from its price of CN¥13.20 on 14 July 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 2.0% over the same period.お知らせ • Jul 31+ 1 more updateBeijing Comens New Materials Co.,Ltd. to Report First Half, 2020 Results on Aug 22, 2020Beijing Comens New Materials Co.,Ltd. announced that they will report first half, 2020 results on Aug 22, 2020株主還元300200CN ChemicalsCN 市場7D-0.2%8.9%5.0%1Y4.3%68.8%32.8%株主還元を見る業界別リターン: 300200過去 1 年間で68.8 % の収益を上げたCN Chemicals業界を下回りました。リターン対市場: 300200は、過去 1 年間で32.8 % のリターンを上げたCN市場を下回りました。価格変動Is 300200's price volatile compared to industry and market?300200 volatility300200 Average Weekly Movement7.1%Chemicals Industry Average Movement7.0%Market Average Movement6.7%10% most volatile stocks in CN Market10.6%10% least volatile stocks in CN Market4.4%安定した株価: 300200 、 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: 300200の 週次ボラティリティ ( 7% ) 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1999922Dengyu Chenwww.co-mens.com北京コメンス新材料有限公司は、中華人民共和国および国際的な複合ポリウレタン接着剤の研究開発、生産、販売に従事している。同社の製品は、溶剤、水性ゲル、インキ接続、輸送、建築、省エネ、新エネルギー、安全保護、水性工業コーティング、電子・電気、ラミネート鉄の用途に使用されている。同社は1999年に設立され、中華人民共和国の北京に本社を置いている。もっと見るBeijing Comens New Materials Co.,Ltd. 基礎のまとめBeijing Comens New MaterialsLtd の収益と売上を時価総額と比較するとどうか。300200 基礎統計学時価総額CN¥4.09b収益（TTM）CN¥90.00m売上高(TTM)CN¥1.36b43.9xPER（株価収益率2.9xP/Sレシオ300200 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300200 損益計算書（TTM）収益CN¥1.36b売上原価CN¥1.05b売上総利益CN¥314.82mその他の費用CN¥224.83m収益CN¥90.00m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）0.22グロス・マージン23.07%純利益率6.59%有利子負債／自己資本比率8.7%300200 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1.6%現在の配当利回り69%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2026/06/18 23:41終値2026/06/18 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Beijing Comens New Materials 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。3 アナリスト機関Xi Xin WangEverbright Securities Co. Ltd.Huaichao ZhuangHaitong International Research LimitedYing WuPing An Securities Co. Ltd.
Declared Dividend • Jun 08Dividend of CN¥0.15 announcedDividend of CN¥0.15 is the same as last year. Ex-date: 10th June 2026 Payment date: 10th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.8% 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 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.
お知らせ • Jun 05Beijing Comens New Materials Co.,Ltd. Approves Final Cash Dividend on A Shares for 2025, Payable on 10 June 2026Beijing Comens New Materials Co.,Ltd. approved 2025 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 1.50000000. Record date: 09 June 2026;Ex-date: 10 June 2026; Payment date: 10 June 2026.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.27, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 48x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years.
お知らせ • Mar 31Beijing Comens New Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Beijing Comens New Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
New Risk • Mar 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 28% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (7.9% net profit margin).
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: CN¥0.25 (vs CN¥0.32 in FY 2024)Full year 2025 results: EPS: CN¥0.25 (down from CN¥0.32 in FY 2024). Revenue: CN¥1.32b (up 12% from FY 2024). Net income: CN¥104.0m (down 23% from FY 2024). Profit margin: 7.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.
Declared Dividend • Jun 08Dividend of CN¥0.15 announcedDividend of CN¥0.15 is the same as last year. Ex-date: 10th June 2026 Payment date: 10th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.8% 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 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.
お知らせ • Jun 05Beijing Comens New Materials Co.,Ltd. Approves Final Cash Dividend on A Shares for 2025, Payable on 10 June 2026Beijing Comens New Materials Co.,Ltd. approved 2025 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 1.50000000. Record date: 09 June 2026;Ex-date: 10 June 2026; Payment date: 10 June 2026.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.27, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 48x in the Chemicals industry in China. Total returns to shareholders of 12% over the past three years.
お知らせ • Mar 31Beijing Comens New Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Beijing Comens New Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
New Risk • Mar 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 28% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (7.9% net profit margin).
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: CN¥0.25 (vs CN¥0.32 in FY 2024)Full year 2025 results: EPS: CN¥0.25 (down from CN¥0.32 in FY 2024). Revenue: CN¥1.32b (up 12% from FY 2024). Net income: CN¥104.0m (down 23% from FY 2024). Profit margin: 7.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Mar 25Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 16, 2026Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 16, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥9.66, the stock trades at a trailing P/E ratio of 28.9x. Average trailing P/E is 45x in the Chemicals industry in China. Total returns to shareholders of 17% over the past three years.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥12.30, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 61% over the past three years.
New Risk • Jan 07New 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 8.7% 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: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.7% average weekly change).
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥14.56, the stock trades at a trailing P/E ratio of 43.5x. Average trailing P/E is 45x in the Chemicals industry in China. Total returns to shareholders of 104% over the past three years.
お知らせ • Dec 31Beijing Comens New Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 26, 2026Beijing Comens New Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 26, 2026
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥12.05, the stock trades at a trailing P/E ratio of 36x. Average trailing P/E is 41x in the Chemicals industry in China. Total returns to shareholders of 66% over the past three years.
Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.06 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.09 (up from CN¥0.06 in 3Q 2024). Revenue: CN¥354.7m (up 29% from 3Q 2024). Net income: CN¥37.8m (up 47% from 3Q 2024). Profit margin: 11% (up from 9.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Beijing Comens New Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 22, 2025Beijing Comens New Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025
Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.078 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.09 (up from CN¥0.078 in 2Q 2024). Revenue: CN¥310.9m (up 4.3% from 2Q 2024). Net income: CN¥38.0m (up 19% from 2Q 2024). Profit margin: 12% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Jul 02Beijing Comens New Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 21, 2025Beijing Comens New Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 21, 2025
New Risk • Jun 14New 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: Major Risk Earnings have declined by 42% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.2% average weekly change).
お知らせ • Apr 23Beijing Comens New Materials Co.,Ltd. Approves Cash Dividend for 2024Beijing Comens New Materials Co.,Ltd. at its Annual General Meeting held on 21 April 2025 approved cash dividend of CNY 1.50000000 per 10 shares (tax included) for 2024.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥11.34, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 35x in the Chemicals industry in China. Total returns to shareholders of 56% over the past three years.
New Risk • Apr 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Risk Earnings have declined by 46% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Mar 31Beijing Comens New Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Beijing Comens New Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: CN¥0.32 (vs CN¥0.80 loss in FY 2023)Full year 2024 results: EPS: CN¥0.32 (up from CN¥0.80 loss in FY 2023). Revenue: CN¥1.18b (up 14% from FY 2023). Net income: CN¥135.4m (up CN¥480.6m from FY 2023). Profit margin: 12% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 28Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 21, 2025Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 21, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
分析記事 • Mar 27Is Beijing Comens New MaterialsLtd (SZSE:300200) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Jan 06Beijing Comens New MaterialsLtd (SZSE:300200) May Have Issues Allocating Its CapitalWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
お知らせ • Dec 31Beijing Comens New Materials Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025Beijing Comens New Materials Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025
分析記事 • Nov 11There's Reason For Concern Over Beijing Comens New Materials Co.,Ltd.'s (SZSE:300200) Massive 25% Price JumpDespite an already strong run, Beijing Comens New Materials Co.,Ltd. ( SZSE:300200 ) shares have been powering on, with...
Reported Earnings • Oct 18Third quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.059 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.06 (up from CN¥0.059 in 3Q 2023). Revenue: CN¥275.7m (flat on 3Q 2023). Net income: CN¥25.8m (up 5.7% from 3Q 2023). Profit margin: 9.4% (up from 8.8% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Beijing Comens New Materials Co.,Ltd. to Report Q3, 2024 Results on Oct 18, 2024Beijing Comens New Materials Co.,Ltd. announced that they will report Q3, 2024 results on Oct 18, 2024
分析記事 • Sep 25Subdued Growth No Barrier To Beijing Comens New Materials Co.,Ltd.'s (SZSE:300200) PriceWhen you see that almost half of the companies in the Chemicals industry in China have price-to-sales ratios (or "P/S...
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.078 (vs CN¥0.09 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.078 (down from CN¥0.09 in 2Q 2023). Revenue: CN¥298.0m (up 17% from 2Q 2023). Net income: CN¥32.0m (down 18% from 2Q 2023). Profit margin: 11% (down from 15% in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 29Beijing Comens New Materials Co.,Ltd. to Report First Half, 2024 Results on Aug 15, 2024Beijing Comens New Materials Co.,Ltd. announced that they will report first half, 2024 results on Aug 15, 2024
New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 30% per year over the past 5 years.
分析記事 • May 21Subdued Growth No Barrier To Beijing Comens New Materials Co.,Ltd. (SZSE:300200) With Shares Advancing 28%Beijing Comens New Materials Co.,Ltd. ( SZSE:300200 ) shareholders have had their patience rewarded with a 28% share...
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.09 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.09 in 1Q 2023). Revenue: CN¥324.7m (up 34% from 1Q 2023). Net income: CN¥52.7m (up 41% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 01Full year 2023 earnings released: CN¥0.80 loss per share (vs CN¥0.33 profit in FY 2022)Full year 2023 results: CN¥0.80 loss per share (down from CN¥0.33 profit in FY 2022). Revenue: CN¥1.04b (up 1.9% from FY 2022). Net loss: CN¥345.2m (down 345% from profit in FY 2022). 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 12% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 30+ 1 more updateBeijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 23, 2024Beijing Comens New Materials Co.,Ltd., Annual General Meeting, Apr 23, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
分析記事 • Mar 08Beijing Comens New Materials Co.,Ltd.'s (SZSE:300200) Shares Bounce 28% But Its Business Still Trails The MarketBeijing Comens New Materials Co.,Ltd. ( SZSE:300200 ) shareholders are no doubt pleased to see that the share price has...
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥5.72, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 31% over the past three years.
お知らせ • Jan 31Beijing Comens New Materials Co.,Ltd. (SZSE:300200) announces an Equity Buyback for CNY 100 million worth of its shares.Beijing Comens New Materials Co.,Ltd. (SZSE:300200) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 11 per share. The repurchased shares will be used for employee stock ownership plans or equity incentive plans. If the company fails to use up the repurchased shares within three years after the implementation results of this share repurchase and the announcement of share changes, the shares that have not been used will be cancelled in accordance with the law. The program will be funded from company's own funds. The program will be valid for 12 months.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥6.99, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 34x in the Chemicals industry in China. Total loss to shareholders of 28% over the past three years.
Board Change • Jan 06Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Pinglin He was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Dec 30Beijing Comens New Materials Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 30, 2024Beijing Comens New Materials Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 30, 2024
Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: CN¥0.059 (vs CN¥0.089 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.059 (down from CN¥0.089 in 3Q 2022). Revenue: CN¥277.6m (up 7.5% from 3Q 2022). Net income: CN¥24.4m (down 40% from 3Q 2022). Profit margin: 8.8% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals 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 16% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Beijing Comens New Materials Co.,Ltd. to Report Q3, 2023 Results on Oct 20, 2023Beijing Comens New Materials Co.,Ltd. announced that they will report Q3, 2023 results on Oct 20, 2023
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥10.42, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 22% over the past three years.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.061 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.09 (up from CN¥0.061 in 2Q 2022). Revenue: CN¥254.6m (up 21% from 2Q 2022). Net income: CN¥38.9m (up 46% from 2Q 2022). Profit margin: 15% (up from 13% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 23% 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 01Beijing Comens New Materials Co.,Ltd. to Report First Half, 2023 Results on Aug 18, 2023Beijing Comens New Materials Co.,Ltd. announced that they will report first half, 2023 results on Aug 18, 2023
Reported Earnings • Apr 15First quarter 2023 earnings released: EPS: CN¥0.09 (vs CN¥0.10 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.09 (down from CN¥0.10 in 1Q 2022). Revenue: CN¥243.2m (down 10% from 1Q 2022). Net income: CN¥37.4m (down 7.7% from 1Q 2022). Profit margin: 15% (in line with 1Q 2022). 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.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: CN¥0.089 (vs CN¥0.08 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.089 (up from CN¥0.08 in 3Q 2021). Revenue: CN¥258.3m (down 8.1% from 3Q 2021). Net income: CN¥41.0m (up 21% from 3Q 2021). Profit margin: 16% (up from 12% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: CN¥0.061 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.061 (down from CN¥0.13 in 2Q 2021). Revenue: CN¥210.2m (down 22% from 2Q 2021). Net income: CN¥26.7m (down 50% from 2Q 2021). Profit margin: 13% (down from 20% in 2Q 2021). The decrease in margin was driven by lower revenue. 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 17% per year, which means it is well ahead of earnings.
お知らせ • Jun 22Beijing Comens New Materials Co.,Ltd. Announces 2021 Final Profit Distribution PlanBeijing Comens New Materials Co.,Ltd. announced 2021 final profit distribution plan of Cash dividend/10 shares (tax included) of CNY 1.50000000. Record date is 27 June 2022. Ex-date is 28 June 2022. Payment date is 28 June 2022.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥8.52, the stock trades at a trailing P/E ratio of 25.7x. Average trailing P/E is 26x in the Chemicals industry in China. Total returns to shareholders of 52% over the past three years.
お知らせ • May 12+ 1 more updateBeijing Comens New Materials Co.,Ltd. Announces Board ElectionsBeijing Comens New Materials Co.,Ltd. at the AGM held on May 09, 2022, elected Ning Hongtao, Xiong Haitao and Cao Xue as non-independent directors and Xu Jian, He Pinglin and Li Ke as independent directors.
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. 7 experienced directors. 5 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Xuguang Wang was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 13Beijing Comens New Materials Co.,Ltd., Annual General Meeting, May 09, 2022Beijing Comens New Materials Co.,Ltd., Annual General Meeting, May 09, 2022, at 14:30 China Standard Time. Agenda: To consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee 2021 annual report and its summary; to consider 2021 annual accounts; to consider 2021 profit distribution plan; to consider 2022 appointment of financial audit firm; to consider entrusted wealth management with proprietary funds; to consider 2021 remuneration for directors, supervisors and senior management and adjustment of 2022 remuneration adjustment; to consider repurchase and cancellation of some restricted stocks; to consider change of the company's registered capital; and to consider other matters; to consider 2021 work report of the board of directors; and to consider other matters.
お知らせ • Apr 12Beijing Comens New Materials Co.,Ltd. Proposes Final Cash Dividend for the Year 2021Beijing Comens New Materials Co.,Ltd. announced on 11 April 2022 the profit distribution proposal for 2021 as final cash dividend (tax included) of CNY 1.50000000 per ten shares.
Reported Earnings • Apr 10Full year 2021 earnings released: EPS: CN¥0.37 (vs CN¥0.55 in FY 2020)Full year 2021 results: EPS: CN¥0.37 (down from CN¥0.55 in FY 2020). Revenue: CN¥1.10b (up 15% from FY 2020). Net income: CN¥159.2m (down 32% from FY 2020). Profit margin: 14% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥0.37 (down from CN¥0.55 in FY 2020). Revenue: CN¥1.10b (up 14% from FY 2020). Net income: CN¥159.2m (down 32% from FY 2020). Profit margin: 14% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.16 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥281.1m (up 11% from 3Q 2020). Net income: CN¥33.8m (down 49% from 3Q 2020). Profit margin: 12% (down from 26% 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 33% per year whereas the company’s share price has increased by 29% per year.
Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.15 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¥269.1m (up 14% from 2Q 2020). Net income: CN¥53.4m (down 20% from 2Q 2020). Profit margin: 20% (down from 28% 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 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥11.41, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 30x in the Chemicals industry in China. Total returns to shareholders of 140% over the past three years.
Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥0.55 (vs CN¥0.44 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: CN¥959.7m (flat on FY 2019). Net income: CN¥232.6m (up 25% from FY 2019). Profit margin: 24% (up from 19% in FY 2019). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Beijing Comens New Materials Co.,Ltd. to Report Fiscal Year 2020 Results on Apr 14, 2021Beijing Comens New Materials Co.,Ltd. announced that they will report fiscal year 2020 results on Apr 14, 2021
Is New 90 Day High Low • Feb 03New 90-day low: CN¥9.21The company is down 33% from its price of CN¥13.84 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥9.24, the stock is trading at a trailing P/E ratio of 13.7x, down from the previous P/E ratio of 16.2x. This compares to an average P/E of 34x in the Chemicals industry in China. Total returns to shareholders over the past three years are 59%.
Is New 90 Day High Low • Jan 11New 90-day low: CN¥9.82The company is down 38% from its price of CN¥15.81 on 13 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period.
Is New 90 Day High Low • Dec 16New 90-day low: CN¥10.93The company is down 28% from its price of CN¥15.16 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 Chemicals industry, which is up 6.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 16Market pulls back on stock over the past weekAfter last week's 15% share price decline to CN¥12.24, the stock is trading at a trailing P/E ratio of 18.1x, down from the previous P/E ratio of 21.4x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 88%.
Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥223.8m, up 42% from the prior year. Total revenue was CN¥903.2m over the last 12 months, down 7.9% from the prior year.
お知らせ • Oct 17Beijing Comens New Materials Co.,Ltd. to Report Q3, 2020 Results on Oct 24, 2020Beijing Comens New Materials Co.,Ltd. announced that they will report Q3, 2020 results on Oct 24, 2020
Valuation Update With 7 Day Price Move • Oct 12Market bids up stock over the past weekAfter last week's 19% share price gain to CN¥16.25, the stock is trading at a trailing P/E ratio of 33.3x, up from the previous P/E ratio of 28x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past three years are 114%.
Is New 90 Day High Low • Oct 12New 90-day high: CN¥16.25The company is up 23% from its price of CN¥13.20 on 14 July 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 2.0% over the same period.
お知らせ • Jul 31+ 1 more updateBeijing Comens New Materials Co.,Ltd. to Report First Half, 2020 Results on Aug 22, 2020Beijing Comens New Materials Co.,Ltd. announced that they will report first half, 2020 results on Aug 22, 2020
