CSG Holding（000012）株式概要CSG Holding Co., Ltd.は、ガラス製品の研究、開発、製造、販売を中国内外で行っている。 詳細000012 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績1/6財務の健全性2/6配当金2/6報酬収益は年間69.83%増加すると予測されています 今年は黒字化を達成 同業他社や業界と比較して、良好な取引価格 リスク分析利払いは収益で十分にカバーされない 財務結果に影響を与える大きな一時的項目 0.48%の配当は利益で十分にカバーされていない CN市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る000012 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,335 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG485,335 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥4.189.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-43m18b2016201920222025202620282031Revenue CN¥17.3bEarnings CN¥14.1mAdvancedSet Fair ValueView all narrativesCSG Holding Co., Ltd. 競合他社Xiamen Wanli Stone StockLtdSymbol: SZSE:002785Market cap: CN¥8.6bBBMG Jidong Cement GroupSymbol: SZSE:000401Market cap: CN¥9.1bKeshun Waterproof TechnolgiesLtdSymbol: SZSE:300737Market cap: CN¥6.9bSinostone(Guangdong)LtdSymbol: SZSE:001212Market cap: CN¥7.9b価格と性能株価の高値、安値、推移の概要CSG Holding過去の株価現在の株価CN¥4.1852週高値CN¥5.4352週安値CN¥3.62ベータ0.321ヶ月の変化-3.02%3ヶ月変化-5.64%1年変化-13.28%3年間の変化-30.56%5年間の変化-63.68%IPOからの変化-50.52%最新ニュースNew Risk • Jul 06New 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 9.0% 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 Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results.お知らせ • Jun 30CSG Holding Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026CSG Holding Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026お知らせ • Jun 05CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026, at 14:45 China Standard Time. Location: 2F, Office Building, Shekou Industrial Sixth Road, Nanshan District, Shenzhen, Guangdong ChinaBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yunqiao Shen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 31CSG Holding Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026最新情報をもっと見るRecent updatesNew Risk • Jul 06New 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 9.0% 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 Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results.お知らせ • Jun 30CSG Holding Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026CSG Holding Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026お知らせ • Jun 05CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026, at 14:45 China Standard Time. Location: 2F, Office Building, Shekou Industrial Sixth Road, Nanshan District, Shenzhen, Guangdong ChinaBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yunqiao Shen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 31CSG Holding Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026お知らせ • Sep 30CSG Holding Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025CSG Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • Jul 02CSG Holding Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025CSG Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • May 29CSG Holding Co., Ltd., Annual General Meeting, Jun 24, 2025CSG Holding Co., Ltd., Annual General Meeting, Jun 24, 2025, at 14:45 China Standard Time. Location: 2F, Office Building, No. 1, Shekou Industrial 6th Road, Nanshan District, Shenzhen, Guangdong Chinaお知らせ • Mar 31CSG Holding Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025CSG Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025お知らせ • Feb 14CSG Holding Co., Ltd. (SZSE:000012) announces an Equity Buyback.CSG Holding Co., Ltd. (SZSE:000012) announces a share repurchase program. Under the program, the company will repurchase up to CNY 485 million worth of its Class A shares and HKD 100 million (equivalent to CNY 92.09 million) of Class B shares. The shares will be purchased at a price not exceeding CNY 7.60 per Class A share and HKD 3.13 per share for Class B shares. The purpose of the program is to improve the company's long-term incentive mechanism, fully mobilize the enthusiasm of the employees, and jointly promote the company's long-term development. The A shares repurchased by the Company will all be used for equity incentives or ESOP and all B shares repurchased will be cancelled. The program will be funded from company's own funds and self-raised funds. The repurchase program is subject to share holder's approval. The program will be valid for 12 months from the Company's Shareholders’ Approval Date.お知らせ • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025CSG Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025New Risk • Oct 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.9% net profit margin).Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.018 (vs CN¥0.19 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.018 (down from CN¥0.19 in 3Q 2023). Revenue: CN¥3.76b (down 26% from 3Q 2023). Net income: CN¥53.3m (down 91% from 3Q 2023). Profit margin: 1.4% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Oct 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CN¥5.42. The fair value is estimated to be CN¥4.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 3.7%. Revenue is forecast to grow by 3.3% in 2 years. Earnings are forecast to grow by 4.1% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥5.78, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Basic Materials industry in China. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.46 per share.お知らせ • Sep 30CSG Holding Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024CSG Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Buy Or Sell Opportunity • Sep 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.7% to CN¥5.38. The fair value is estimated to be CN¥4.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 3.7%. Revenue is forecast to grow by 3.3% in 2 years. Earnings are forecast to grow by 4.1% in the next 2 years.Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.16 in 2Q 2023). Revenue: CN¥4.13b (down 4.3% from 2Q 2023). Net income: CN¥407.7m (down 17% from 2Q 2023). Profit margin: 9.9% (down from 11% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 11Dividend increased to CN¥0.25Dividend of CN¥0.25 is 67% higher than last year. Ex-date: 16th July 2024 Payment date: 16th July 2024 Dividend yield will be 5.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 10CSG Holding Co., Ltd. Announces Final Cash Dividend of B Shares for 2023, Payable on 18 July 2024CSG Holding Co., Ltd. announced final cash dividend of CNY 2.50000000 per 10 B shares for 2023. Record date: 18 July 2024. Ex-date: 16 July 2024. Payment date: 18 July 2024.お知らせ • Jun 29CSG Holding Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024CSG Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024お知らせ • May 30CSG Holding Co., Ltd., Annual General Meeting, Jun 20, 2024CSG Holding Co., Ltd., Annual General Meeting, Jun 20, 2024, at 14:45 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong Chinaお知らせ • Apr 27CSG Holding Co., Ltd. Proposes Final Cash Dividend for the Year 2023CSG Holding Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 2.50000000 for the year 2023.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.54 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.54 (down from CN¥0.66 in FY 2022). Revenue: CN¥18.2b (up 20% from FY 2022). Net income: CN¥1.66b (down 19% from FY 2022). Profit margin: 9.1% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Mar 30CSG Holding Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024CSG Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024お知らせ • Dec 30CSG Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024CSG Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024お知らせ • Jul 08CSG Holding Co., Ltd. Announces 2022 Final Profit Distribution Plan to be Implemented (A shares) , Payable on 14 July 2023CSG Holding Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares) of cash dividend/10 shares (tax included): CNY 1.50000000. Record date is 13 July 2023, Ex-date is 14 July 2023 and Payment date is 14 July 2023.お知らせ • Jun 07CSG Holding Co., Ltd., Annual General Meeting, Jun 28, 2023CSG Holding Co., Ltd., Annual General Meeting, Jun 28, 2023, at 14:45 China Standard Time. Agenda: To consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual report and its summary; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider 2023 launching the assets pool business; to consider 2023 guarantee plan; to consider Amendments to the Company's articles of association and its appendix; and to consider Amendments to and formulation of relevant systems.株主還元000012CN Basic MaterialsCN 市場7D-20.4%-10.8%-6.1%1Y-13.3%35.3%21.5%株主還元を見る業界別リターン: 000012過去 1 年間で39.5 % の収益を上げたCN Basic Materials業界を下回りました。リターン対市場: 000012は、過去 1 年間で23 % のリターンを上げたCN市場を下回りました。価格変動Is 000012's price volatile compared to industry and market?000012 volatility000012 Average Weekly Movement9.3%Basic Materials Industry Average Movement6.5%Market Average Movement6.8%10% most volatile stocks in CN Market11.1%10% least volatile stocks in CN Market4.1%安定した株価: 000012の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 000012の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト198414,054Jin Hewww.csgholding.comCSG Holding Co., Ltd.は、ガラス製品の研究、開発、製造、販売を中国内外で行っている。ガラス事業、電子ガラス・ディスプレイ事業、太陽エネルギー・その他事業を行っている。ガラス事業では、フロートガラス、太陽電池用ガラス、エンジニアリングガラス製品、関連ガラス製品製造用の珪砂の製造・販売を行っている。また、建築用、ソーラー用、太陽電池用、フロート用ガラスを、高級建築カーテンウォール、装飾・家具、鏡、自動車フロントガラス、スキャナー・複写機、家電パネル、ディスプレイ機器保護などの用途に提供している。電子ガラス・ディスプレイデバイス部門は、ディスプレイ部品や特殊超薄板ガラス製品を生産・販売している。太陽エネルギー・その他事業」は、ポリシリコンや太陽電池モジュール製品の製造・販売、太陽光発電の開発などを行っている。また、再生可能エネルギー製品、超薄型電子ガラスとディスプレイデバイスからなる新素材と情報ディスプレイ製品も提供している。さらに、太陽光発電所プロジェクトの開発、建設、運営、メンテナンスなどや、珪砂原料の加工・生産も行っている。前身は中国南方玻璃有限公司で、1993年3月にCSG Holding Co CSGホールディングは1984年に設立され、中華人民共和国深圳市に本社を置く。もっと見るCSG Holding Co., Ltd. 基礎のまとめCSG Holding の収益と売上を時価総額と比較するとどうか。000012 基礎統計学時価総額CN¥9.39b収益（TTM）CN¥11.16m売上高(TTM)CN¥13.64b1,120xPER（株価収益率0.9xP/Sレシオ000012 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000012 損益計算書（TTM）収益CN¥13.64b売上原価CN¥11.80b売上総利益CN¥1.84bその他の費用CN¥1.83b収益CN¥11.16m直近の収益報告Mar 31, 2026次回決算日Aug 28, 2026一株当たり利益（EPS）0.0037グロス・マージン13.48%純利益率0.082%有利子負債／自己資本比率76.2%000012 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0.5%現在の配当利回り569%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2026/07/08 03:25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CSG Holding Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関null nullChina International Capital Corporation LimitedQing GongChina International Capital Corporation LimitedLinxiao SunCitic Securities Co., Ltd.6 その他のアナリストを表示
New Risk • Jul 06New 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 9.0% 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 Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results.
お知らせ • Jun 30CSG Holding Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026CSG Holding Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026
お知らせ • Jun 05CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026, at 14:45 China Standard Time. Location: 2F, Office Building, Shekou Industrial Sixth Road, Nanshan District, Shenzhen, Guangdong China
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yunqiao Shen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 31CSG Holding Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
New Risk • Jul 06New 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 9.0% 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 Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results.
お知らせ • Jun 30CSG Holding Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026CSG Holding Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026
お知らせ • Jun 05CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026, at 14:45 China Standard Time. Location: 2F, Office Building, Shekou Industrial Sixth Road, Nanshan District, Shenzhen, Guangdong China
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Yunqiao Shen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 31CSG Holding Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
お知らせ • Sep 30CSG Holding Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025CSG Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • Jul 02CSG Holding Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025CSG Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • May 29CSG Holding Co., Ltd., Annual General Meeting, Jun 24, 2025CSG Holding Co., Ltd., Annual General Meeting, Jun 24, 2025, at 14:45 China Standard Time. Location: 2F, Office Building, No. 1, Shekou Industrial 6th Road, Nanshan District, Shenzhen, Guangdong China
お知らせ • Mar 31CSG Holding Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025CSG Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
お知らせ • Feb 14CSG Holding Co., Ltd. (SZSE:000012) announces an Equity Buyback.CSG Holding Co., Ltd. (SZSE:000012) announces a share repurchase program. Under the program, the company will repurchase up to CNY 485 million worth of its Class A shares and HKD 100 million (equivalent to CNY 92.09 million) of Class B shares. The shares will be purchased at a price not exceeding CNY 7.60 per Class A share and HKD 3.13 per share for Class B shares. The purpose of the program is to improve the company's long-term incentive mechanism, fully mobilize the enthusiasm of the employees, and jointly promote the company's long-term development. The A shares repurchased by the Company will all be used for equity incentives or ESOP and all B shares repurchased will be cancelled. The program will be funded from company's own funds and self-raised funds. The repurchase program is subject to share holder's approval. The program will be valid for 12 months from the Company's Shareholders’ Approval Date.
お知らせ • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025CSG Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
New Risk • Oct 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.9% net profit margin).
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.018 (vs CN¥0.19 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.018 (down from CN¥0.19 in 3Q 2023). Revenue: CN¥3.76b (down 26% from 3Q 2023). Net income: CN¥53.3m (down 91% from 3Q 2023). Profit margin: 1.4% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Oct 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CN¥5.42. The fair value is estimated to be CN¥4.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 3.7%. Revenue is forecast to grow by 3.3% in 2 years. Earnings are forecast to grow by 4.1% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥5.78, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Basic Materials industry in China. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.46 per share.
お知らせ • Sep 30CSG Holding Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024CSG Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Buy Or Sell Opportunity • Sep 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.7% to CN¥5.38. The fair value is estimated to be CN¥4.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 3.7%. Revenue is forecast to grow by 3.3% in 2 years. Earnings are forecast to grow by 4.1% in the next 2 years.
Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.16 in 2Q 2023). Revenue: CN¥4.13b (down 4.3% from 2Q 2023). Net income: CN¥407.7m (down 17% from 2Q 2023). Profit margin: 9.9% (down from 11% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Dividend increased to CN¥0.25Dividend of CN¥0.25 is 67% higher than last year. Ex-date: 16th July 2024 Payment date: 16th July 2024 Dividend yield will be 5.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 10CSG Holding Co., Ltd. Announces Final Cash Dividend of B Shares for 2023, Payable on 18 July 2024CSG Holding Co., Ltd. announced final cash dividend of CNY 2.50000000 per 10 B shares for 2023. Record date: 18 July 2024. Ex-date: 16 July 2024. Payment date: 18 July 2024.
お知らせ • Jun 29CSG Holding Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024CSG Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024
お知らせ • May 30CSG Holding Co., Ltd., Annual General Meeting, Jun 20, 2024CSG Holding Co., Ltd., Annual General Meeting, Jun 20, 2024, at 14:45 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
お知らせ • Apr 27CSG Holding Co., Ltd. Proposes Final Cash Dividend for the Year 2023CSG Holding Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 2.50000000 for the year 2023.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.54 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.54 (down from CN¥0.66 in FY 2022). Revenue: CN¥18.2b (up 20% from FY 2022). Net income: CN¥1.66b (down 19% from FY 2022). Profit margin: 9.1% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Mar 30CSG Holding Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024CSG Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
お知らせ • Dec 30CSG Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024CSG Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
お知らせ • Jul 08CSG Holding Co., Ltd. Announces 2022 Final Profit Distribution Plan to be Implemented (A shares) , Payable on 14 July 2023CSG Holding Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares) of cash dividend/10 shares (tax included): CNY 1.50000000. Record date is 13 July 2023, Ex-date is 14 July 2023 and Payment date is 14 July 2023.
お知らせ • Jun 07CSG Holding Co., Ltd., Annual General Meeting, Jun 28, 2023CSG Holding Co., Ltd., Annual General Meeting, Jun 28, 2023, at 14:45 China Standard Time. Agenda: To consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual report and its summary; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider 2023 launching the assets pool business; to consider 2023 guarantee plan; to consider Amendments to the Company's articles of association and its appendix; and to consider Amendments to and formulation of relevant systems.
