BSM ChemicalLtd（300796）株式概要BSM Chemical Co., Ltd.は、中国本土および海外でペンディメタリンの研究開発、製造、化学中間体の販売を行っています。 詳細300796 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3/6配当金0/6報酬今年は黒字化を達成 リスク分析過去5年間で収益は年間33.3%減少しました。 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る300796 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¥6.9054.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-27m4b2016201920222025202620282031Revenue CN¥4.4bEarnings CN¥3.2mAdvancedSet Fair ValueView all narrativesBSM Chemical Co.,Ltd. 競合他社Jiangsu Lanfeng Bio-chemicalLtdSymbol: SZSE:002513Market cap: CN¥2.0bShaanxi Meibang Pharmaceutical GroupSymbol: SHSE:605033Market cap: CN¥2.5bYingde Greatchem ChemicalsSymbol: SZSE:300804Market cap: CN¥2.8bHubei Forbon TechnologyLtdSymbol: SZSE:300387Market cap: CN¥2.1b価格と性能株価の高値、安値、推移の概要BSM ChemicalLtd過去の株価現在の株価CN¥6.9052週高値CN¥12.6352週安値CN¥6.85ベータ0.181ヶ月の変化-17.56%3ヶ月変化-25.65%1年変化-35.03%3年間の変化-41.28%5年間の変化-5.14%IPOからの変化-15.26%最新ニュースNew Risk • May 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 53x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.3% 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. Dividend per share is over 53x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 33% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.お知らせ • Apr 22BSM Chemical Co.,Ltd., Annual General Meeting, May 12, 2026BSM Chemical Co.,Ltd., Annual General Meeting, May 12, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang ChinaReported Earnings • Apr 22First quarter 2026 earnings released: EPS: CN¥0.01 (vs CN¥0.07 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.01 (down from CN¥0.07 in 1Q 2025). Revenue: CN¥353.1m (down 16% from 1Q 2025). Net income: CN¥2.96m (down 89% from 1Q 2025). Profit margin: 0.8% (down from 6.1% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.お知らせ • Mar 31BSM Chemical Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026BSM Chemical Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026New Risk • Feb 02New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Deputy GM & Director Yong Hu was the last 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: Insufficient board refreshment.最新情報をもっと見るRecent updatesNew Risk • May 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 53x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.3% 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. Dividend per share is over 53x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 33% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.お知らせ • Apr 22BSM Chemical Co.,Ltd., Annual General Meeting, May 12, 2026BSM Chemical Co.,Ltd., Annual General Meeting, May 12, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang ChinaReported Earnings • Apr 22First quarter 2026 earnings released: EPS: CN¥0.01 (vs CN¥0.07 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.01 (down from CN¥0.07 in 1Q 2025). Revenue: CN¥353.1m (down 16% from 1Q 2025). Net income: CN¥2.96m (down 89% from 1Q 2025). Profit margin: 0.8% (down from 6.1% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.お知らせ • Mar 31BSM Chemical Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026BSM Chemical Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026New Risk • Feb 02New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Deputy GM & Director Yong Hu was the last 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: Insufficient board refreshment.お知らせ • Dec 31BSM Chemical Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026BSM Chemical Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: CN¥0.01 loss per share (vs CN¥0.54 loss in 3Q 2024)Third quarter 2025 results: CN¥0.01 loss per share (improved from CN¥0.54 loss in 3Q 2024). Revenue: CN¥334.2m (up 9.3% from 3Q 2024). Net loss: CN¥3.54m (loss narrowed 75% from 3Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. 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 30BSM Chemical Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025BSM Chemical Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: CN¥0.027 (vs CN¥0.011 loss in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.027 (up from CN¥0.011 loss in 2Q 2024). Revenue: CN¥353.6m (up 13% from 2Q 2024). Net income: CN¥8.72m (up CN¥12.3m from 2Q 2024). Profit margin: 2.5% (up from net loss in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.お知らせ • Jul 02BSM Chemical Co.,Ltd. to Report First Half, 2025 Results on Aug 20, 2025BSM Chemical Co.,Ltd. announced that they will report first half, 2025 results on Aug 20, 2025New Risk • May 29New 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 8.9% 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. This is currently the only risk that has been identified for the company.お知らせ • Apr 20BSM Chemical Co.,Ltd., Annual General Meeting, May 09, 2025BSM Chemical Co.,Ltd., Annual General Meeting, May 09, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang ChinaReported Earnings • Apr 19Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.09 loss per share (down from CN¥0.24 profit in FY 2023). Revenue: CN¥1.33b (up 90% from FY 2023). Net loss: CN¥32.9m (down 137% from profit in FY 2023). Revenue missed analyst estimates by 21%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Mar 31BSM Chemical Co.,Ltd. to Report Q1, 2025 Results on Apr 19, 2025BSM Chemical Co.,Ltd. announced that they will report Q1, 2025 results on Apr 19, 2025New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.お知らせ • Jan 02BSM Chemical Co.,Ltd. Approves Election of Management MembersBSM Chemical Co.,Ltd. announced that at its EGM held on 27 December 2024, the shareholders approved election of Zhong Xijun, Ren Jigang, Shan Hongliang and Liu Xudong as non-independent directors; Wu Tao, Fang Yongmei and Huang Dong as independent directors; Dong Hui, Shen Liangming, Yu Kejun and Ni Baiquan as non-employee supervisors of the company.お知らせ • Dec 31BSM Chemical Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025BSM Chemical Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025分析記事 • Nov 04Earnings Troubles May Signal Larger Issues for BSM ChemicalLtd (SZSE:300796) ShareholdersBSM Chemical Co.,Ltd.'s ( SZSE:300796 ) earnings announcement last week contained some soft numbers, disappointing...Reported Earnings • Oct 29Third quarter 2024 earnings released: CN¥0.54 loss per share (vs CN¥0.001 profit in 3Q 2023)Third quarter 2024 results: CN¥0.54 loss per share (down from CN¥0.001 profit in 3Q 2023). Revenue: CN¥305.6m (up 196% from 3Q 2023). Net loss: CN¥14.3m (down CN¥14.5m from profit in 3Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.分析記事 • Oct 08Market Participants Recognise BSM Chemical Co.,Ltd.'s (SZSE:300796) Revenues Pushing Shares 37% HigherThose holding BSM Chemical Co.,Ltd. ( SZSE:300796 ) shares would be relieved that the share price has rebounded 37% in...分析記事 • Oct 01BSM ChemicalLtd (SZSE:300796) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% 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 High level of non-cash earnings (26% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (2.6% net profit margin).お知らせ • Sep 30BSM Chemical Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024BSM Chemical Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Reported Earnings • Aug 21Second quarter 2024 earnings released: CN¥0.011 loss per share (vs CN¥0.081 profit in 2Q 2023)Second quarter 2024 results: CN¥0.011 loss per share (down from CN¥0.081 profit in 2Q 2023). Revenue: CN¥311.8m (up 115% from 2Q 2023). Net loss: CN¥3.57m (down 112% from profit in 2Q 2023). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Aug 07BSM Chemical Co.,Ltd. (SZSE:300796) announces an Equity Buyback for CNY 100 million worth of its shares.BSM Chemical Co.,Ltd. (SZSE:300796) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be purchased at a price not exceeding CNY 13 per share. The repurchased shares will be used for employee stock ownership plans or equity incentive plans. The program will be funded from company's own funds. The program will be valid for 12 months.分析記事 • Aug 04BSM Chemical Co.,Ltd.'s (SZSE:300796) 27% Cheaper Price Remains In Tune With EarningsUnfortunately for some shareholders, the BSM Chemical Co.,Ltd. ( SZSE:300796 ) share price has dived 27% in the last...Valuation Update With 7 Day Price Move • Aug 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥10.86, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 46% over the past three years.分析記事 • Jul 13Does BSM ChemicalLtd (SZSE:300796) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Jun 29BSM Chemical Co.,Ltd. to Report First Half, 2024 Results on Aug 20, 2024BSM Chemical Co.,Ltd. announced that they will report first half, 2024 results on Aug 20, 2024お知らせ • May 25BSM Chemical Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024BSM Chemical Co.,Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.40000000 on A shares for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024.お知らせ • May 15BSM Chemical Co.,Ltd. (SZSE:300796) completed the acquisition of 4.11% stake in Jiangsu Yongan Chemical Co., Ltd from Chongqing Chengan Enterprise Management Partnership (Limited Partnership).BSM Chemical Co.,Ltd. (SZSE:300796) agreed to acquire 4.11% stake in Jiangsu Yongan Chemical Co., Ltd from Chongqing Chengan Enterprise Management Partnership (Limited Partnership) for CNY 49.3 million on April 19, 2024. Prior to the transaction, BSM Chemical Co.,Ltd. (SZSE:300796) held 95.89%. The transaction has been approved by board of BSM Chemical on April 19, 2024. Jiangsu Yongan Chemical reported total assets of CNY 797.1729 million, net assets of CNY 689.2042 million, operating income of CNY 598.7958 million and net profit of CNY 94.0061 million as at December 31, 2023. BSM Chemical Co.,Ltd. (SZSE:300796) completed the acquisition of 4.11% stake in Jiangsu Yongan Chemical Co., Ltd from Chongqing Chengan Enterprise Management Partnership (Limited Partnership) on May 13, 2024.分析記事 • Apr 26Earnings Troubles May Signal Larger Issues for BSM ChemicalLtd (SZSE:300796) ShareholdersThe market rallied behind BSM Chemical Co.,Ltd.'s ( SZSE:300796 ) stock, leading do a rise in the share price after its...お知らせ • Apr 21BSM Chemical Co.,Ltd., Annual General Meeting, May 10, 2024BSM Chemical Co.,Ltd., Annual General Meeting, May 10, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang ChinaReported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.14 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.14 in 1Q 2023). Revenue: CN¥354.0m (up 62% from 1Q 2023). Net income: CN¥20.1m (down 59% from 1Q 2023). Profit margin: 5.7% (down from 23% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 01There Are Reasons To Feel Uneasy About BSM ChemicalLtd's (SZSE:300796) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Mar 30BSM Chemical Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024BSM Chemical Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥13.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Chemicals industry in China. Total returns to shareholders of 124% over the past three years.お知らせ • Dec 30BSM Chemical Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 20, 2024BSM Chemical Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 20, 2024New Risk • Nov 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.3% 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 High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.3% average weekly change).Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.11 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.001 (down from CN¥0.11 in 3Q 2022). Revenue: CN¥103.2m (down 41% from 3Q 2022). Net income: CN¥284.0k (down 99% from 3Q 2022). Profit margin: 0.3% (down from 23% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 53% 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 increased by 41% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥13.68, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Chemicals industry in China. Total returns to shareholders of 44% over the past three years.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥15.30, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 82% over the past three years.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.081 (vs CN¥0.12 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.081 (down from CN¥0.12 in 2Q 2022). Revenue: CN¥145.0m (down 25% from 2Q 2022). Net income: CN¥29.0m (down 34% from 2Q 2022). Profit margin: 20% (down from 23% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 48% 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 increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 08Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: CN¥0.79 (up from CN¥0.34 in FY 2021). Revenue: CN¥768.1m (up 45% from FY 2021). Net income: CN¥152.9m (up 171% from FY 2021). Profit margin: 20% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.037 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.20 (up from CN¥0.037 in 3Q 2021). Revenue: CN¥174.2m (up 111% from 3Q 2021). Net income: CN¥40.1m (up CN¥33.6m from 3Q 2021). Profit margin: 23% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.078 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.078 in 2Q 2021). Revenue: CN¥193.1m (up 52% from 2Q 2021). Net income: CN¥43.8m (up 234% from 2Q 2021). Profit margin: 23% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue.お知らせ • May 27Shaoxing BSM Chemical Co., Ltd. Announces Cash Dividend on A Shares, Payable on 02 June 2022Shaoxing BSM Chemical Co., Ltd. announced cash dividend (tax included) of CNY 0.60000000 per 10 shares on (A shares) for 2021. Record date: 01 June 2022. Ex-date: 02 June 2022. Payment date: 02 June 2022.お知らせ • May 20Shaoxing Bsm Chemical Co., Ltd. Approves the Profit Distribution Proposal for 2021Shaoxing BSM Chemical Co., Ltd. approved the profit distribution proposal for 2021. The company announced Cash dividend/10 shares (tax included) of CNY 0.60000000.Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.20 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.26 (up from CN¥0.20 in 1Q 2021). Revenue: CN¥179.1m (up 21% from 1Q 2021). Net income: CN¥30.9m (up 27% from 1Q 2021). Profit margin: 17% (in line with 1Q 2021).Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS CN¥0.052 (vs CN¥0.02 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥82.6m (up 16% from 3Q 2020). Net income: CN¥6.55m (up 151% from 3Q 2020). Profit margin: 7.9% (up from 3.7% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.071 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥127.3m (up 14% from 2Q 2020). Net income: CN¥13.1m (up 14% from 2Q 2020). Profit margin: 10% (in line with 2Q 2020).Reported Earnings • Apr 16First quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.01 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥148.6m (up 118% from 1Q 2020). Net income: CN¥24.3m (up CN¥23.4m from 1Q 2020). Profit margin: 16% (up from 1.3% in 1Q 2020). The increase in margin was driven by higher revenue.お知らせ • Feb 24Shaoxing BSM Chemical Co., Ltd. to Report Fiscal Year 2020 Results on Apr 08, 2021Shaoxing BSM Chemical Co., Ltd. announced that they will report fiscal year 2020 results on Apr 08, 2021Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥17.85, the stock is trading at a trailing P/E ratio of 78.7x, up from the previous P/E ratio of 67.3x. This compares to an average P/E of 37x in the Chemicals industry in China. Total return to shareholders over the past year is a loss of 19%.Is New 90 Day High Low • Feb 02New 90-day low: CN¥16.17The company is down 38% from its price of CN¥26.17 on 04 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.Is New 90 Day High Low • Jan 13New 90-day low: CN¥16.76The company is down 31% from its price of CN¥24.27 on 15 October 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 11% over the same period.Is New 90 Day High Low • Dec 22New 90-day low: CN¥20.73The company is down 8.0% from its price of CN¥22.52 on 23 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 Chemicals industry, which is up 9.0% over the same period.Is New 90 Day High Low • Nov 05New 90-day high: CN¥27.15The company is up 32% from its price of CN¥20.54 on 07 August 2020. The Chinese market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 2.0% over the same period.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥27.1m, down 66% from the prior year. Total revenue was CN¥370.9m over the last 12 months, down 30% from the prior year.Is New 90 Day High Low • Oct 20New 90-day high: CN¥25.23The company is up 19% from its price of CN¥21.28 on 22 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period.お知らせ • Aug 13Shaoxing BSM Chemical Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Shaoxing BSM Chemical Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020株主還元300796CN ChemicalsCN 市場7D-3.4%8.3%2.8%1Y-35.0%65.8%31.9%株主還元を見る業界別リターン: 300796過去 1 年間で65.8 % 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: 300796は、過去 1 年間で31.9 % のリターンを上げたCN市場を下回りました。価格変動Is 300796's price volatile compared to industry and market?300796 volatility300796 Average Weekly Movement5.3%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: 300796 、 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: 300796の 週次ボラティリティ ( 5% ) 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2003820Xijun Zhongwww.bsmchem.comBSM化学有限公司は、中国本土および国際的にペンディメタリンの研究開発、製造、化学中間体の販売を行っています。モノニトロキシレン異性体とジメチルアニリンシリーズ還元製品、例えば4-ニトロ-o-キシレン、N-(1-エチルプロピル)-3,4-ジメチルアニリンなどを提供する。前身は紹興BSM化工有限公司。BSM化学有限公司は2003年に設立され、紹興に本社を置く。もっと見るBSM Chemical Co.,Ltd. 基礎のまとめBSM ChemicalLtd の収益と売上を時価総額と比較するとどうか。300796 基礎統計学時価総額CN¥2.49b収益（TTM）CN¥1.05m売上高(TTM)CN¥1.45b2,333xPER（株価収益率1.7xP/Sレシオ300796 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300796 損益計算書（TTM）収益CN¥1.45b売上原価CN¥1.24b売上総利益CN¥211.40mその他の費用CN¥210.35m収益CN¥1.05m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）0.003グロス・マージン14.54%純利益率0.072%有利子負債／自己資本比率47.8%300796 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0.3%現在の配当利回り537%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2026/06/17 15:03終値2026/06/17 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BSM Chemical 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Wang ZheCitic Securities Co., Ltd.Zhe WangCitic Securities Co., Ltd.Wei LiuHaitong International Research Limited
New Risk • May 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 53x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.3% 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. Dividend per share is over 53x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 33% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
お知らせ • Apr 22BSM Chemical Co.,Ltd., Annual General Meeting, May 12, 2026BSM Chemical Co.,Ltd., Annual General Meeting, May 12, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang China
Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: CN¥0.01 (vs CN¥0.07 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.01 (down from CN¥0.07 in 1Q 2025). Revenue: CN¥353.1m (down 16% from 1Q 2025). Net income: CN¥2.96m (down 89% from 1Q 2025). Profit margin: 0.8% (down from 6.1% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 31BSM Chemical Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026BSM Chemical Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
New Risk • Feb 02New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Deputy GM & Director Yong Hu was the last 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: Insufficient board refreshment.
New Risk • May 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 53x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.3% 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. Dividend per share is over 53x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 33% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
お知らせ • Apr 22BSM Chemical Co.,Ltd., Annual General Meeting, May 12, 2026BSM Chemical Co.,Ltd., Annual General Meeting, May 12, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang China
Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: CN¥0.01 (vs CN¥0.07 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.01 (down from CN¥0.07 in 1Q 2025). Revenue: CN¥353.1m (down 16% from 1Q 2025). Net income: CN¥2.96m (down 89% from 1Q 2025). Profit margin: 0.8% (down from 6.1% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 31BSM Chemical Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026BSM Chemical Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
New Risk • Feb 02New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Deputy GM & Director Yong Hu was the last 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: Insufficient board refreshment.
お知らせ • Dec 31BSM Chemical Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026BSM Chemical Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: CN¥0.01 loss per share (vs CN¥0.54 loss in 3Q 2024)Third quarter 2025 results: CN¥0.01 loss per share (improved from CN¥0.54 loss in 3Q 2024). Revenue: CN¥334.2m (up 9.3% from 3Q 2024). Net loss: CN¥3.54m (loss narrowed 75% from 3Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. 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 30BSM Chemical Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025BSM Chemical Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: CN¥0.027 (vs CN¥0.011 loss in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.027 (up from CN¥0.011 loss in 2Q 2024). Revenue: CN¥353.6m (up 13% from 2Q 2024). Net income: CN¥8.72m (up CN¥12.3m from 2Q 2024). Profit margin: 2.5% (up from net loss in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 02BSM Chemical Co.,Ltd. to Report First Half, 2025 Results on Aug 20, 2025BSM Chemical Co.,Ltd. announced that they will report first half, 2025 results on Aug 20, 2025
New Risk • May 29New 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 8.9% 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. This is currently the only risk that has been identified for the company.
お知らせ • Apr 20BSM Chemical Co.,Ltd., Annual General Meeting, May 09, 2025BSM Chemical Co.,Ltd., Annual General Meeting, May 09, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang China
Reported Earnings • Apr 19Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.09 loss per share (down from CN¥0.24 profit in FY 2023). Revenue: CN¥1.33b (up 90% from FY 2023). Net loss: CN¥32.9m (down 137% from profit in FY 2023). Revenue missed analyst estimates by 21%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Mar 31BSM Chemical Co.,Ltd. to Report Q1, 2025 Results on Apr 19, 2025BSM Chemical Co.,Ltd. announced that they will report Q1, 2025 results on Apr 19, 2025
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
お知らせ • Jan 02BSM Chemical Co.,Ltd. Approves Election of Management MembersBSM Chemical Co.,Ltd. announced that at its EGM held on 27 December 2024, the shareholders approved election of Zhong Xijun, Ren Jigang, Shan Hongliang and Liu Xudong as non-independent directors; Wu Tao, Fang Yongmei and Huang Dong as independent directors; Dong Hui, Shen Liangming, Yu Kejun and Ni Baiquan as non-employee supervisors of the company.
お知らせ • Dec 31BSM Chemical Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025BSM Chemical Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025
分析記事 • Nov 04Earnings Troubles May Signal Larger Issues for BSM ChemicalLtd (SZSE:300796) ShareholdersBSM Chemical Co.,Ltd.'s ( SZSE:300796 ) earnings announcement last week contained some soft numbers, disappointing...
Reported Earnings • Oct 29Third quarter 2024 earnings released: CN¥0.54 loss per share (vs CN¥0.001 profit in 3Q 2023)Third quarter 2024 results: CN¥0.54 loss per share (down from CN¥0.001 profit in 3Q 2023). Revenue: CN¥305.6m (up 196% from 3Q 2023). Net loss: CN¥14.3m (down CN¥14.5m from profit in 3Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
分析記事 • Oct 08Market Participants Recognise BSM Chemical Co.,Ltd.'s (SZSE:300796) Revenues Pushing Shares 37% HigherThose holding BSM Chemical Co.,Ltd. ( SZSE:300796 ) shares would be relieved that the share price has rebounded 37% in...
分析記事 • Oct 01BSM ChemicalLtd (SZSE:300796) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% 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 High level of non-cash earnings (26% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (2.6% net profit margin).
お知らせ • Sep 30BSM Chemical Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024BSM Chemical Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Reported Earnings • Aug 21Second quarter 2024 earnings released: CN¥0.011 loss per share (vs CN¥0.081 profit in 2Q 2023)Second quarter 2024 results: CN¥0.011 loss per share (down from CN¥0.081 profit in 2Q 2023). Revenue: CN¥311.8m (up 115% from 2Q 2023). Net loss: CN¥3.57m (down 112% from profit in 2Q 2023). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Aug 07BSM Chemical Co.,Ltd. (SZSE:300796) announces an Equity Buyback for CNY 100 million worth of its shares.BSM Chemical Co.,Ltd. (SZSE:300796) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be purchased at a price not exceeding CNY 13 per share. The repurchased shares will be used for employee stock ownership plans or equity incentive plans. The program will be funded from company's own funds. The program will be valid for 12 months.
分析記事 • Aug 04BSM Chemical Co.,Ltd.'s (SZSE:300796) 27% Cheaper Price Remains In Tune With EarningsUnfortunately for some shareholders, the BSM Chemical Co.,Ltd. ( SZSE:300796 ) share price has dived 27% in the last...
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥10.86, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 46% over the past three years.
分析記事 • Jul 13Does BSM ChemicalLtd (SZSE:300796) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Jun 29BSM Chemical Co.,Ltd. to Report First Half, 2024 Results on Aug 20, 2024BSM Chemical Co.,Ltd. announced that they will report first half, 2024 results on Aug 20, 2024
お知らせ • May 25BSM Chemical Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024BSM Chemical Co.,Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.40000000 on A shares for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024.
お知らせ • May 15BSM Chemical Co.,Ltd. (SZSE:300796) completed the acquisition of 4.11% stake in Jiangsu Yongan Chemical Co., Ltd from Chongqing Chengan Enterprise Management Partnership (Limited Partnership).BSM Chemical Co.,Ltd. (SZSE:300796) agreed to acquire 4.11% stake in Jiangsu Yongan Chemical Co., Ltd from Chongqing Chengan Enterprise Management Partnership (Limited Partnership) for CNY 49.3 million on April 19, 2024. Prior to the transaction, BSM Chemical Co.,Ltd. (SZSE:300796) held 95.89%. The transaction has been approved by board of BSM Chemical on April 19, 2024. Jiangsu Yongan Chemical reported total assets of CNY 797.1729 million, net assets of CNY 689.2042 million, operating income of CNY 598.7958 million and net profit of CNY 94.0061 million as at December 31, 2023. BSM Chemical Co.,Ltd. (SZSE:300796) completed the acquisition of 4.11% stake in Jiangsu Yongan Chemical Co., Ltd from Chongqing Chengan Enterprise Management Partnership (Limited Partnership) on May 13, 2024.
分析記事 • Apr 26Earnings Troubles May Signal Larger Issues for BSM ChemicalLtd (SZSE:300796) ShareholdersThe market rallied behind BSM Chemical Co.,Ltd.'s ( SZSE:300796 ) stock, leading do a rise in the share price after its...
お知らせ • Apr 21BSM Chemical Co.,Ltd., Annual General Meeting, May 10, 2024BSM Chemical Co.,Ltd., Annual General Meeting, May 10, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang China
Reported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.14 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.14 in 1Q 2023). Revenue: CN¥354.0m (up 62% from 1Q 2023). Net income: CN¥20.1m (down 59% from 1Q 2023). Profit margin: 5.7% (down from 23% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 01There Are Reasons To Feel Uneasy About BSM ChemicalLtd's (SZSE:300796) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Mar 30BSM Chemical Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024BSM Chemical Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥13.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Chemicals industry in China. Total returns to shareholders of 124% over the past three years.
お知らせ • Dec 30BSM Chemical Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 20, 2024BSM Chemical Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 20, 2024
New Risk • Nov 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.3% 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 High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.3% average weekly change).
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.11 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.001 (down from CN¥0.11 in 3Q 2022). Revenue: CN¥103.2m (down 41% from 3Q 2022). Net income: CN¥284.0k (down 99% from 3Q 2022). Profit margin: 0.3% (down from 23% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 53% 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 increased by 41% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥13.68, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Chemicals industry in China. Total returns to shareholders of 44% over the past three years.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥15.30, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Chemicals industry in China. Total returns to shareholders of 82% over the past three years.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.081 (vs CN¥0.12 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.081 (down from CN¥0.12 in 2Q 2022). Revenue: CN¥145.0m (down 25% from 2Q 2022). Net income: CN¥29.0m (down 34% from 2Q 2022). Profit margin: 20% (down from 23% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 48% 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 increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 08Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: CN¥0.79 (up from CN¥0.34 in FY 2021). Revenue: CN¥768.1m (up 45% from FY 2021). Net income: CN¥152.9m (up 171% from FY 2021). Profit margin: 20% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.037 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.20 (up from CN¥0.037 in 3Q 2021). Revenue: CN¥174.2m (up 111% from 3Q 2021). Net income: CN¥40.1m (up CN¥33.6m from 3Q 2021). Profit margin: 23% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.078 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.078 in 2Q 2021). Revenue: CN¥193.1m (up 52% from 2Q 2021). Net income: CN¥43.8m (up 234% from 2Q 2021). Profit margin: 23% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue.
お知らせ • May 27Shaoxing BSM Chemical Co., Ltd. Announces Cash Dividend on A Shares, Payable on 02 June 2022Shaoxing BSM Chemical Co., Ltd. announced cash dividend (tax included) of CNY 0.60000000 per 10 shares on (A shares) for 2021. Record date: 01 June 2022. Ex-date: 02 June 2022. Payment date: 02 June 2022.
お知らせ • May 20Shaoxing Bsm Chemical Co., Ltd. Approves the Profit Distribution Proposal for 2021Shaoxing BSM Chemical Co., Ltd. approved the profit distribution proposal for 2021. The company announced Cash dividend/10 shares (tax included) of CNY 0.60000000.
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.20 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.26 (up from CN¥0.20 in 1Q 2021). Revenue: CN¥179.1m (up 21% from 1Q 2021). Net income: CN¥30.9m (up 27% from 1Q 2021). Profit margin: 17% (in line with 1Q 2021).
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS CN¥0.052 (vs CN¥0.02 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥82.6m (up 16% from 3Q 2020). Net income: CN¥6.55m (up 151% from 3Q 2020). Profit margin: 7.9% (up from 3.7% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.071 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥127.3m (up 14% from 2Q 2020). Net income: CN¥13.1m (up 14% from 2Q 2020). Profit margin: 10% (in line with 2Q 2020).
Reported Earnings • Apr 16First quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.01 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥148.6m (up 118% from 1Q 2020). Net income: CN¥24.3m (up CN¥23.4m from 1Q 2020). Profit margin: 16% (up from 1.3% in 1Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Feb 24Shaoxing BSM Chemical Co., Ltd. to Report Fiscal Year 2020 Results on Apr 08, 2021Shaoxing BSM Chemical Co., Ltd. announced that they will report fiscal year 2020 results on Apr 08, 2021
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥17.85, the stock is trading at a trailing P/E ratio of 78.7x, up from the previous P/E ratio of 67.3x. This compares to an average P/E of 37x in the Chemicals industry in China. Total return to shareholders over the past year is a loss of 19%.
Is New 90 Day High Low • Feb 02New 90-day low: CN¥16.17The company is down 38% from its price of CN¥26.17 on 04 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.
Is New 90 Day High Low • Jan 13New 90-day low: CN¥16.76The company is down 31% from its price of CN¥24.27 on 15 October 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 11% over the same period.
Is New 90 Day High Low • Dec 22New 90-day low: CN¥20.73The company is down 8.0% from its price of CN¥22.52 on 23 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 Chemicals industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Nov 05New 90-day high: CN¥27.15The company is up 32% from its price of CN¥20.54 on 07 August 2020. The Chinese market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 2.0% over the same period.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥27.1m, down 66% from the prior year. Total revenue was CN¥370.9m over the last 12 months, down 30% from the prior year.
Is New 90 Day High Low • Oct 20New 90-day high: CN¥25.23The company is up 19% from its price of CN¥21.28 on 22 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period.
お知らせ • Aug 13Shaoxing BSM Chemical Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Shaoxing BSM Chemical Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020
