View ValuationFocus Hotmelt 将来の成長Future 基準チェック /06現在、 Focus Hotmeltの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長29.4%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 30Focus Hotmelt Company Ltd. to Report First Half, 2026 Results on Aug 22, 2026Focus Hotmelt Company Ltd. announced that they will report first half, 2026 results on Aug 22, 2026Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥28.07, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 5.9% over the past three years.Declared Dividend • May 18Dividend of CN¥1.50 announcedShareholders will receive a dividend of CN¥1.50. Ex-date: 21st May 2026 Payment date: 21st May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 50% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 17Full year 2025 earnings released: EPS: CN¥2.41 (vs CN¥0.98 in FY 2024)Full year 2025 results: EPS: CN¥2.41 (up from CN¥0.98 in FY 2024). Revenue: CN¥2.15b (up 7.2% from FY 2024). Net income: CN¥191.2m (up 145% from FY 2024). Profit margin: 8.9% (up from 3.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 16Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2026Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong Chinaお知らせ • Mar 31Focus Hotmelt Company Ltd. to Report Q1, 2026 Results on Apr 23, 2026Focus Hotmelt Company Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥62.53, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 48x in the Chemicals industry in China. Total returns to shareholders of 21% over the past three years.お知らせ • Dec 31Focus Hotmelt Company Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026Focus Hotmelt Company Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026Reported Earnings • Oct 27Third quarter 2025 earnings released: EPS: CN¥0.76 (vs CN¥0.12 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.76 (up from CN¥0.12 in 3Q 2024). Revenue: CN¥545.3m (up 7.8% from 3Q 2024). Net income: CN¥60.7m (up CN¥51.1m from 3Q 2024). Profit margin: 11% (up from 1.9% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Focus Hotmelt Company Ltd. to Report Q3, 2025 Results on Oct 27, 2025Focus Hotmelt Company Ltd. announced that they will report Q3, 2025 results on Oct 27, 2025Buy Or Sell Opportunity • Aug 27Now 21% undervaluedOver the last 90 days, the stock has risen 35% to CN¥43.18. The fair value is estimated to be CN¥54.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has declined by 33%.お知らせ • Jul 02Focus Hotmelt Company Ltd. to Report First Half, 2025 Results on Aug 26, 2025Focus Hotmelt Company Ltd. announced that they will report first half, 2025 results on Aug 26, 2025Declared Dividend • May 24Dividend of CN¥0.50 announcedShareholders will receive a dividend of CN¥0.50. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio) nor is it covered by cash flows (112% cash payout ratio). The dividend has increased by an average of 41% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 6.7% to bring the payout ratio under control, which is more than the 4.3% EPS growth achieved over the last 3 years.New Risk • May 21New 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 8.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Cash payout ratio: 112% Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥35.16, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 38x in the Chemicals industry in China. Total returns to shareholders of 11% over the past year.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.80, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 36x in the Chemicals industry in China. Total loss to shareholders of 1.5% over the past year.お知らせ • Apr 16Focus Hotmelt Company Ltd. Proposes Final Cash Dividend for the Year 2024Focus Hotmelt Company Ltd. proposed final cash dividend/10 shares (tax included) of CNY 5.00000000 for the year 2024.New Risk • Apr 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 6.6% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Paying a dividend despite having no free cash flows. High level of non-cash earnings (30% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (3.9% net profit margin).Reported Earnings • Apr 15Full year 2024 earnings released: EPS: CN¥0.98 (vs CN¥1.35 in FY 2023)Full year 2024 results: EPS: CN¥0.98 (down from CN¥1.35 in FY 2023). Revenue: CN¥2.01b (up 23% from FY 2023). Net income: CN¥78.2m (down 28% from FY 2023). Profit margin: 3.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses.お知らせ • Apr 15Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2025Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2025, at 14:30 China Standard Time. Location: No. 97, Chuangqiang Road, Ningxi Street, Zengcheng District, Guangzhou, Guangdong ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥22.01, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 37x in the Chemicals industry in China. Total loss to shareholders of 25% over the past year.お知らせ • Mar 31Focus Hotmelt Company Ltd. to Report Q1, 2025 Results on Apr 29, 2025Focus Hotmelt Company Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 31Focus Hotmelt Company Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2025Focus Hotmelt Company Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2025お知らせ • Dec 27Focus Hotmelt Company Ltd. Approves Cash Dividend for the Third Quarter of 2024Focus Hotmelt Company Ltd. at its Extraordinary General Meeting held on 23 December 2024 approved the cash dividend of CNY 5.00000000 per 10 shares (tax included) for the third quarter of 2024.分析記事 • Nov 05We Think You Should Be Aware Of Some Concerning Factors In Focus Hotmelt's (SZSE:301283) EarningsThe stock price didn't jump after Focus Hotmelt Company Ltd. ( SZSE:301283 ) posted decent earnings last week. We think...Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.46 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.46 in 3Q 2023). Revenue: CN¥505.9m (up 21% from 3Q 2023). Net income: CN¥9.62m (down 74% from 3Q 2023). Profit margin: 1.9% (down from 8.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.お知らせ • Sep 30Focus Hotmelt Company Ltd. to Report Q3, 2024 Results on Oct 29, 2024Focus Hotmelt Company Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥28.13, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 14% over the past year.Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.33 (vs CN¥0.34 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.33 (down from CN¥0.34 in 2Q 2023). Revenue: CN¥461.7m (up 28% from 2Q 2023). Net income: CN¥26.1m (down 4.2% from 2Q 2023). Profit margin: 5.7% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.お知らせ • Jun 29Focus Hotmelt Company Ltd. to Report First Half, 2024 Results on Aug 20, 2024Focus Hotmelt Company Ltd. announced that they will report first half, 2024 results on Aug 20, 2024Declared Dividend • May 13Dividend increased to CN¥0.65Dividend of CN¥0.65 is 30% higher than last year. Ex-date: 16th May 2024 Payment date: 16th May 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (42% 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 company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 5.7% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 11Focus Hotmelt Company Ltd. 2023 Announces Final Profit Distribution Plan to Be Implemented A Shares for the Year 2023, Payable on 16 May 2024Focus Hotmelt Company Ltd. 2023 announced final profit distribution plan to be implemented (A shares) of CNY 6.50000000 per 10 shares (tax included) for the year 2023. Dividend payable on 16 May 2024, record date of 15 May 2024 and ex-date of 16 May 2024.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥31.00, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 23% over the past year.分析記事 • Apr 21Focus Hotmelt's (SZSE:301283) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from Focus Hotmelt Company Ltd. ( SZSE:301283 ) was underwhelming for investors...お知らせ • Apr 14Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2024Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2024, at 14:30 China Standard Time.お知らせ • Mar 30Focus Hotmelt Company Ltd. to Report Q1, 2024 Results on Apr 24, 2024Focus Hotmelt Company Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.14, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 30x in the Chemicals industry in China. Total loss to shareholders of 41% over the past year.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥24.53, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 58% over the past year.お知らせ • Dec 30Focus Hotmelt Company Ltd. to Report Fiscal Year 2023 Results on Apr 13, 2024Focus Hotmelt Company Ltd. announced that they will report fiscal year 2023 results on Apr 13, 2024Board Change • Sep 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Jinye Wo was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 22Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.34. Net income: CN¥27.3m (up CN¥27.3m from 2Q 2022).お知らせ • Jul 01Focus Hotmelt Company Ltd. to Report First Half, 2023 Results on Aug 22, 2023Focus Hotmelt Company Ltd. announced that they will report first half, 2023 results on Aug 22, 2023お知らせ • May 24Focus Hotmelt Company Ltd. Implements Final Cash Dividend of A Shares for the Year 2022, Payable on May 29, 2023Focus Hotmelt Company Ltd. implemented final cash dividend of CNY 5.00000000 per ten A shares (tax included) for the year 2022. Record date: 26 May 2023; Ex-date: 29 May 2023; Payment date: 29 May 2023.お知らせ • May 19Focus Hotmelt Company Ltd. Approves Cash Dividend for the Year 2022Focus Hotmelt Company Ltd. approved cash dividend of CNY 5.00000000 per ten shares (tax included) for the year 2022, at its AGM held on May 16, 2023.Board Change • Nov 16No independent directorsThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). Chairman of the Board & General Manager Shuguang Chen is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥51.03, the stock trades at a trailing P/E ratio of 74.5x. Average trailing P/E is 27x in the Chemicals industry in China. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Focus Hotmelt は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SZSE:301283 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20262,237195584695N/A12/31/20252,152191662785N/A9/30/20252,097153687771N/A6/30/20252,058102400498N/A3/31/20252,0298271190N/A12/31/20242,00678-206-84N/A9/30/20241,91196-262-137N/A6/30/20241,823123-162-33N/A3/31/20241,723124-176-61N/A12/31/20231,628108-148-40N/A9/30/20231,53495-165-19N/A6/30/20231,46686-273-128N/A3/31/20231,42690-259-121N/A1/1/20231,35187-225-73N/A9/30/20221,32488-173-70N/A1/1/20221,05455-102-8N/A12/31/20208798095102N/A12/31/201975980N/A50N/A12/31/201858462N/A-12N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 301283の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 301283の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 301283の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 301283の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 301283の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 301283の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/08 19:45終値2026/07/08 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Focus Hotmelt Company 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。1 アナリスト機関Xiaohan SunHaitong International Research Limited
お知らせ • Jun 30Focus Hotmelt Company Ltd. to Report First Half, 2026 Results on Aug 22, 2026Focus Hotmelt Company Ltd. announced that they will report first half, 2026 results on Aug 22, 2026
Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥28.07, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 50x in the Chemicals industry in China. Total returns to shareholders of 5.9% over the past three years.
Declared Dividend • May 18Dividend of CN¥1.50 announcedShareholders will receive a dividend of CN¥1.50. Ex-date: 21st May 2026 Payment date: 21st May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 50% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 17Full year 2025 earnings released: EPS: CN¥2.41 (vs CN¥0.98 in FY 2024)Full year 2025 results: EPS: CN¥2.41 (up from CN¥0.98 in FY 2024). Revenue: CN¥2.15b (up 7.2% from FY 2024). Net income: CN¥191.2m (up 145% from FY 2024). Profit margin: 8.9% (up from 3.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 16Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2026Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Guangzhou, Guangdong China
お知らせ • Mar 31Focus Hotmelt Company Ltd. to Report Q1, 2026 Results on Apr 23, 2026Focus Hotmelt Company Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥62.53, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 48x in the Chemicals industry in China. Total returns to shareholders of 21% over the past three years.
お知らせ • Dec 31Focus Hotmelt Company Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026Focus Hotmelt Company Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026
Reported Earnings • Oct 27Third quarter 2025 earnings released: EPS: CN¥0.76 (vs CN¥0.12 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.76 (up from CN¥0.12 in 3Q 2024). Revenue: CN¥545.3m (up 7.8% from 3Q 2024). Net income: CN¥60.7m (up CN¥51.1m from 3Q 2024). Profit margin: 11% (up from 1.9% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Focus Hotmelt Company Ltd. to Report Q3, 2025 Results on Oct 27, 2025Focus Hotmelt Company Ltd. announced that they will report Q3, 2025 results on Oct 27, 2025
Buy Or Sell Opportunity • Aug 27Now 21% undervaluedOver the last 90 days, the stock has risen 35% to CN¥43.18. The fair value is estimated to be CN¥54.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has declined by 33%.
お知らせ • Jul 02Focus Hotmelt Company Ltd. to Report First Half, 2025 Results on Aug 26, 2025Focus Hotmelt Company Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
Declared Dividend • May 24Dividend of CN¥0.50 announcedShareholders will receive a dividend of CN¥0.50. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio) nor is it covered by cash flows (112% cash payout ratio). The dividend has increased by an average of 41% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 6.7% to bring the payout ratio under control, which is more than the 4.3% EPS growth achieved over the last 3 years.
New Risk • May 21New 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 8.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Cash payout ratio: 112% Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥35.16, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 38x in the Chemicals industry in China. Total returns to shareholders of 11% over the past year.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥29.80, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 36x in the Chemicals industry in China. Total loss to shareholders of 1.5% over the past year.
お知らせ • Apr 16Focus Hotmelt Company Ltd. Proposes Final Cash Dividend for the Year 2024Focus Hotmelt Company Ltd. proposed final cash dividend/10 shares (tax included) of CNY 5.00000000 for the year 2024.
New Risk • Apr 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 6.6% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Paying a dividend despite having no free cash flows. High level of non-cash earnings (30% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (3.9% net profit margin).
Reported Earnings • Apr 15Full year 2024 earnings released: EPS: CN¥0.98 (vs CN¥1.35 in FY 2023)Full year 2024 results: EPS: CN¥0.98 (down from CN¥1.35 in FY 2023). Revenue: CN¥2.01b (up 23% from FY 2023). Net income: CN¥78.2m (down 28% from FY 2023). Profit margin: 3.9% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses.
お知らせ • Apr 15Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2025Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2025, at 14:30 China Standard Time. Location: No. 97, Chuangqiang Road, Ningxi Street, Zengcheng District, Guangzhou, Guangdong China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥22.01, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 37x in the Chemicals industry in China. Total loss to shareholders of 25% over the past year.
お知らせ • Mar 31Focus Hotmelt Company Ltd. to Report Q1, 2025 Results on Apr 29, 2025Focus Hotmelt Company Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 31Focus Hotmelt Company Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2025Focus Hotmelt Company Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2025
お知らせ • Dec 27Focus Hotmelt Company Ltd. Approves Cash Dividend for the Third Quarter of 2024Focus Hotmelt Company Ltd. at its Extraordinary General Meeting held on 23 December 2024 approved the cash dividend of CNY 5.00000000 per 10 shares (tax included) for the third quarter of 2024.
分析記事 • Nov 05We Think You Should Be Aware Of Some Concerning Factors In Focus Hotmelt's (SZSE:301283) EarningsThe stock price didn't jump after Focus Hotmelt Company Ltd. ( SZSE:301283 ) posted decent earnings last week. We think...
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.46 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.46 in 3Q 2023). Revenue: CN¥505.9m (up 21% from 3Q 2023). Net income: CN¥9.62m (down 74% from 3Q 2023). Profit margin: 1.9% (down from 8.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.
お知らせ • Sep 30Focus Hotmelt Company Ltd. to Report Q3, 2024 Results on Oct 29, 2024Focus Hotmelt Company Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥28.13, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 14% over the past year.
Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.33 (vs CN¥0.34 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.33 (down from CN¥0.34 in 2Q 2023). Revenue: CN¥461.7m (up 28% from 2Q 2023). Net income: CN¥26.1m (down 4.2% from 2Q 2023). Profit margin: 5.7% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.
お知らせ • Jun 29Focus Hotmelt Company Ltd. to Report First Half, 2024 Results on Aug 20, 2024Focus Hotmelt Company Ltd. announced that they will report first half, 2024 results on Aug 20, 2024
Declared Dividend • May 13Dividend increased to CN¥0.65Dividend of CN¥0.65 is 30% higher than last year. Ex-date: 16th May 2024 Payment date: 16th May 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (42% 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 company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 5.7% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 11Focus Hotmelt Company Ltd. 2023 Announces Final Profit Distribution Plan to Be Implemented A Shares for the Year 2023, Payable on 16 May 2024Focus Hotmelt Company Ltd. 2023 announced final profit distribution plan to be implemented (A shares) of CNY 6.50000000 per 10 shares (tax included) for the year 2023. Dividend payable on 16 May 2024, record date of 15 May 2024 and ex-date of 16 May 2024.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥31.00, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 23% over the past year.
分析記事 • Apr 21Focus Hotmelt's (SZSE:301283) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from Focus Hotmelt Company Ltd. ( SZSE:301283 ) was underwhelming for investors...
お知らせ • Apr 14Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2024Focus Hotmelt Company Ltd., Annual General Meeting, May 07, 2024, at 14:30 China Standard Time.
お知らせ • Mar 30Focus Hotmelt Company Ltd. to Report Q1, 2024 Results on Apr 24, 2024Focus Hotmelt Company Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.14, the stock trades at a trailing P/E ratio of 26.3x. Average trailing P/E is 30x in the Chemicals industry in China. Total loss to shareholders of 41% over the past year.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥24.53, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 58% over the past year.
お知らせ • Dec 30Focus Hotmelt Company Ltd. to Report Fiscal Year 2023 Results on Apr 13, 2024Focus Hotmelt Company Ltd. announced that they will report fiscal year 2023 results on Apr 13, 2024
Board Change • Sep 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Jinye Wo was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 22Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.34. Net income: CN¥27.3m (up CN¥27.3m from 2Q 2022).
お知らせ • Jul 01Focus Hotmelt Company Ltd. to Report First Half, 2023 Results on Aug 22, 2023Focus Hotmelt Company Ltd. announced that they will report first half, 2023 results on Aug 22, 2023
お知らせ • May 24Focus Hotmelt Company Ltd. Implements Final Cash Dividend of A Shares for the Year 2022, Payable on May 29, 2023Focus Hotmelt Company Ltd. implemented final cash dividend of CNY 5.00000000 per ten A shares (tax included) for the year 2022. Record date: 26 May 2023; Ex-date: 29 May 2023; Payment date: 29 May 2023.
お知らせ • May 19Focus Hotmelt Company Ltd. Approves Cash Dividend for the Year 2022Focus Hotmelt Company Ltd. approved cash dividend of CNY 5.00000000 per ten shares (tax included) for the year 2022, at its AGM held on May 16, 2023.
Board Change • Nov 16No independent directorsThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). Chairman of the Board & General Manager Shuguang Chen is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥51.03, the stock trades at a trailing P/E ratio of 74.5x. Average trailing P/E is 27x in the Chemicals industry in China.