View ValuationBluestar Adisseo 将来の成長Future 基準チェック /16Bluestar Adisseo利益と収益がそれぞれ年間12.6%と5.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.4% 11%なると予測されています。主要情報12.6%収益成長率11.05%EPS成長率Chemicals 収益成長28.8%収益成長率5.6%将来の株主資本利益率10.43%アナリストカバレッジLow最終更新日08 Jun 2026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 30Bluestar Adisseo Company to Report First Half, 2026 Results on Aug 31, 2026Bluestar Adisseo Company announced that they will report first half, 2026 results on Aug 31, 2026Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥7.95, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 3.3% over the past three years.Board Change • May 20Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Directors Zhixiang Sun was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 30Bluestar Adisseo Company, Annual General Meeting, May 22, 2026Bluestar Adisseo Company, Annual General Meeting, May 22, 2026, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing Chinaお知らせ • Mar 30Bluestar Adisseo Company to Report Q1, 2026 Results on Apr 30, 2026Bluestar Adisseo Company announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26Bluestar Adisseo Company to Report Fiscal Year 2025 Results on Mar 07, 2026Bluestar Adisseo Company announced that they will report fiscal year 2025 results on Mar 07, 2026お知らせ • Sep 30Bluestar Adisseo Company to Report Q3, 2025 Results on Oct 31, 2025Bluestar Adisseo Company announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Bluestar Adisseo Company to Report First Half, 2025 Results on Aug 30, 2025Bluestar Adisseo Company announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • Mar 28Bluestar Adisseo Company to Report Q1, 2025 Results on Apr 29, 2025Bluestar Adisseo Company announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Feb 28Bluestar Adisseo Company, Annual General Meeting, Mar 24, 2025Bluestar Adisseo Company, Annual General Meeting, Mar 24, 2025, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing Chinaお知らせ • Dec 27Bluestar Adisseo Company to Report Fiscal Year 2024 Results on Feb 28, 2025Bluestar Adisseo Company announced that they will report fiscal year 2024 results on Feb 28, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.014 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.014 loss in 3Q 2023). Revenue: CN¥4.11b (up 25% from 3Q 2023). Net income: CN¥395.7m (up CN¥463.5m from 3Q 2023). Profit margin: 9.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.1% 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 41% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥11.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 1.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.87 per share.お知らせ • Sep 30Bluestar Adisseo Company to Report Q3, 2024 Results on Oct 30, 2024Bluestar Adisseo Company announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Sep 04Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.011 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.011 in 2Q 2023). Revenue: CN¥3.77b (up 19% from 2Q 2023). Net income: CN¥330.7m (up CN¥298.8m from 2Q 2023). Profit margin: 8.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 55% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jun 28Bluestar Adisseo Company to Report First Half, 2024 Results on Aug 30, 2024Bluestar Adisseo Company announced that they will report first half, 2024 results on Aug 30, 2024お知らせ • Jun 08Bluestar Adisseo Company, Annual General Meeting, Jun 26, 2024Bluestar Adisseo Company, Annual General Meeting, Jun 26, 2024, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing ChinaReported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.001 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.001 in 1Q 2023). Revenue: CN¥3.50b (up 11% from 1Q 2023). Net income: CN¥276.9m (up CN¥275.4m from 1Q 2023). Profit margin: 7.9% (up from 0% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Apr 27Bluestar Adisseo Company announced that it expects to receive CNY 3 billion in fundingBluestar Adisseo Company announced a private placement of not more than 804,570,381 shares for the gross proceeds of not more than CNY 3,000,000,000 on April 25, 2024. The company shall issue shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date. The transaction will include participation from no more than 35 investors. The transaction has been approved by the shareholders of the company in the 18th meeting of the 8th board of directors and the 12th meeting of the 8th board of supervisors. The transaction is subject to to review and approval by the listed company’s general meeting of shareholders; by the Shanghai Stock Exchange and approval by the China Securities Regulatory Commission for registration.Reported Earnings • Mar 31Full year 2023 earnings released: EPS: CN¥0.02 (vs CN¥0.47 in FY 2022)Full year 2023 results: EPS: CN¥0.02 (down from CN¥0.47 in FY 2022). Revenue: CN¥13.2b (down 9.3% from FY 2022). Net income: CN¥52.2m (down 96% from FY 2022). Profit margin: 0.4% (down from 8.6% in FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Mar 29Bluestar Adisseo Company to Report Q1, 2024 Results on Apr 26, 2024Bluestar Adisseo Company announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Dec 29Bluestar Adisseo Company to Report Fiscal Year 2023 Results on Mar 29, 2024Bluestar Adisseo Company announced that they will report fiscal year 2023 results on Mar 29, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.014 loss per share (vs CN¥0.10 profit in 3Q 2022)Third quarter 2023 results: CN¥0.014 loss per share (down from CN¥0.10 profit in 3Q 2022). Revenue: CN¥3.29b (down 8.8% from 3Q 2022). Net loss: CN¥67.8m (down 125% from profit in 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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 Dividend is not well covered by earnings (111% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: CN¥0.008 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.008 (down from CN¥0.16 in 2Q 2022). Revenue: CN¥3.18b (down 15% from 2Q 2022). Net income: CN¥31.9m (down 93% from 2Q 2022). Profit margin: 1.0% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 28Bluestar Adisseo Company to Report First Half, 2023 Results on Aug 05, 2023Bluestar Adisseo Company announced that they will report first half, 2023 results on Aug 05, 2023Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.16 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.001 (down from CN¥0.16 in 1Q 2022). Revenue: CN¥3.15b (down 8.8% from 1Q 2022). Net income: CN¥1.49m (down 100% from 1Q 2022). Profit margin: 0% (down from 12% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Caroline Sainte-Marie was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.17 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.17 in 3Q 2021). Revenue: CN¥3.60b (up 7.2% from 3Q 2021). Net income: CN¥274.2m (down 37% from 3Q 2021). Profit margin: 7.6% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% 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 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥10.76, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.70 per share.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (down from CN¥0.16 in 2Q 2021). Revenue: CN¥3.74b (up 25% from 2Q 2021). Net income: CN¥442.1m (down 1.6% from 2Q 2021). Profit margin: 12% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.5%, compared to a 42% growth forecast for the 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 4% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.14 in 1Q 2021). Revenue: CN¥3.46b (up 16% from 1Q 2021). Net income: CN¥427.4m (up 16% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Caroline Sainte-Marie was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 03Full year 2021 earnings released: EPS: CN¥0.55 (vs CN¥0.50 in FY 2020)Full year 2021 results: EPS: CN¥0.55 (up from CN¥0.50 in FY 2020). Revenue: CN¥12.9b (up 8.0% from FY 2020). Net income: CN¥1.47b (up 8.9% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the next year, revenue is forecast to grow 18%, compared to a 48% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥10.78, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Chemicals industry in China. Total loss to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.54 per share.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.14 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥3.36b (up 12% from 3Q 2020). Net income: CN¥434.3m (up 15% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). 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 1% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS CN¥0.16 (vs CN¥0.16 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although profit margins were flat and earnings improved. Second quarter 2021 results: Revenue: CN¥2.99b (down 1.6% from 2Q 2020). Net income: CN¥449.1m (up 5.8% from 2Q 2020). Profit margin: 15% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 04First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥2.99b (up 5.0% from 1Q 2020). Net income: CN¥367.3m (up 25% from 1Q 2020). Profit margin: 12% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥0.50 (vs CN¥0.37 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥11.9b (up 7.0% from FY 2019). Net income: CN¥1.35b (up 36% from FY 2019). Profit margin: 11% (up from 8.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.Is New 90 Day High Low • Feb 20New 90-day high: CN¥14.80The company is up 5.0% from its price of CN¥14.13 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.08 per share.Is New 90 Day High Low • Jan 11New 90-day low: CN¥11.07The company is down 16% from its price of CN¥13.14 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.05 per share.Is New 90 Day High Low • Dec 23New 90-day low: CN¥11.88The company is down 8.0% from its price of CN¥12.91 on 25 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.11 per share.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.28b, up 24% from the prior year. Total revenue was CN¥11.7b over the last 12 months, up 4.5% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 3.9% at CN¥3.00b. Revenue is forecast to grow 14% over the next year, compared to a 32% growth forecast for the Chemicals industry in China.Is New 90 Day High Low • Oct 22New 90-day low: CN¥12.50The company is down 4.0% from its price of CN¥13.00 on 24 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥9.91 per share.業績と収益の成長予測XSSC:600299 - 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12/31/202821,2992,224N/AN/A212/31/202721,5982,916N/AN/A212/31/202622,0223,352N/AN/A23/31/202617,335995-4913,011N/A12/31/202517,2311,155-3723,331N/A9/30/202517,0891,191683,008N/A6/30/202516,7851,3375903,164N/A3/31/202516,3381,3921,4043,247N/A12/31/202415,5341,2041,3222,945N/A9/30/202414,9451,0901,5593,192N/A6/30/202414,1166261,3092,820N/A3/31/202413,5273281,3602,879N/A12/31/202313,184521,3172,764N/A9/30/202313,343691,2412,727N/A6/30/202313,6624111,1362,563N/A3/31/202314,2248214511,890N/A12/31/202214,5291,2471871,729N/A9/30/202214,3261,3651911,644N/A6/30/202214,0851,525121,793N/A3/31/202213,3331,5323902,424N/A12/31/202112,8691,4722882,602N/A9/30/202112,3721,504-1562,172N/A6/30/202112,0031,4493042,282N/A3/31/202112,0521,4248872,572N/A12/31/202011,9101,3521,3902,708N/A9/30/202011,7041,2791,8562,931N/A6/30/202011,6641,1781,6642,720N/A3/31/202011,2559911,7572,913N/A12/31/201911,135992N/A2,551N/A9/30/201911,2051,028N/A2,611N/A6/30/201911,025971N/A2,483N/A3/31/201911,137870N/A1,780N/A12/31/201811,418926N/A1,442N/A9/30/201811,3061,121N/A1,666N/A6/30/201811,2161,235N/A1,671N/A3/31/201810,9431,359N/A1,881N/A12/31/201710,3981,323N/A2,513N/A9/30/201710,2161,232N/A2,462N/A6/30/201710,1851,341N/A2,747N/A3/31/201710,4101,621N/A2,714N/A12/31/201610,6881,865N/A3,054N/A9/30/201611,0361,848N/A2,737N/A6/30/201611,6582,103N/A3,237N/A3/31/201613,3651,605N/A3,469N/A12/31/201515,1731,529N/A3,556N/A9/30/201517,1892,675N/A3,426N/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: 600299の予測収益成長率 (年間12.6% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 600299の収益 ( 12.6% ) CN市場 ( 26% ) よりも低い成長が予測されています。高成長収益: 600299の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 600299の収益 ( 5.6% ) CN市場 ( 16% ) よりも低い成長が予測されています。高い収益成長: 600299の収益 ( 5.6% ) 20%よりも低い成長が予測されています。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: 600299の 自己資本利益率 は、3年後には低くなると予測されています ( 10.4 %)。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2026/07/23 06:00終値2026/07/23 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Bluestar Adisseo Company 2 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。7 アナリスト機関Trina ChenGoldman SachsLin YangGuosen Securities Co., Ltd.Wei LiuHaitong International Research Limited4 その他のアナリストを表示
お知らせ • Jun 30Bluestar Adisseo Company to Report First Half, 2026 Results on Aug 31, 2026Bluestar Adisseo Company announced that they will report first half, 2026 results on Aug 31, 2026
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥7.95, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 3.3% over the past three years.
Board Change • May 20Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Directors Zhixiang Sun was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 30Bluestar Adisseo Company, Annual General Meeting, May 22, 2026Bluestar Adisseo Company, Annual General Meeting, May 22, 2026, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing China
お知らせ • Mar 30Bluestar Adisseo Company to Report Q1, 2026 Results on Apr 30, 2026Bluestar Adisseo Company announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26Bluestar Adisseo Company to Report Fiscal Year 2025 Results on Mar 07, 2026Bluestar Adisseo Company announced that they will report fiscal year 2025 results on Mar 07, 2026
お知らせ • Sep 30Bluestar Adisseo Company to Report Q3, 2025 Results on Oct 31, 2025Bluestar Adisseo Company announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Bluestar Adisseo Company to Report First Half, 2025 Results on Aug 30, 2025Bluestar Adisseo Company announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • Mar 28Bluestar Adisseo Company to Report Q1, 2025 Results on Apr 29, 2025Bluestar Adisseo Company announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Feb 28Bluestar Adisseo Company, Annual General Meeting, Mar 24, 2025Bluestar Adisseo Company, Annual General Meeting, Mar 24, 2025, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing China
お知らせ • Dec 27Bluestar Adisseo Company to Report Fiscal Year 2024 Results on Feb 28, 2025Bluestar Adisseo Company announced that they will report fiscal year 2024 results on Feb 28, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.014 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.014 loss in 3Q 2023). Revenue: CN¥4.11b (up 25% from 3Q 2023). Net income: CN¥395.7m (up CN¥463.5m from 3Q 2023). Profit margin: 9.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.1% 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 41% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥11.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 1.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.87 per share.
お知らせ • Sep 30Bluestar Adisseo Company to Report Q3, 2024 Results on Oct 30, 2024Bluestar Adisseo Company announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Sep 04Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.011 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.011 in 2Q 2023). Revenue: CN¥3.77b (up 19% from 2Q 2023). Net income: CN¥330.7m (up CN¥298.8m from 2Q 2023). Profit margin: 8.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 55% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 28Bluestar Adisseo Company to Report First Half, 2024 Results on Aug 30, 2024Bluestar Adisseo Company announced that they will report first half, 2024 results on Aug 30, 2024
お知らせ • Jun 08Bluestar Adisseo Company, Annual General Meeting, Jun 26, 2024Bluestar Adisseo Company, Annual General Meeting, Jun 26, 2024, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing China
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.001 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.001 in 1Q 2023). Revenue: CN¥3.50b (up 11% from 1Q 2023). Net income: CN¥276.9m (up CN¥275.4m from 1Q 2023). Profit margin: 7.9% (up from 0% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 27Bluestar Adisseo Company announced that it expects to receive CNY 3 billion in fundingBluestar Adisseo Company announced a private placement of not more than 804,570,381 shares for the gross proceeds of not more than CNY 3,000,000,000 on April 25, 2024. The company shall issue shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date. The transaction will include participation from no more than 35 investors. The transaction has been approved by the shareholders of the company in the 18th meeting of the 8th board of directors and the 12th meeting of the 8th board of supervisors. The transaction is subject to to review and approval by the listed company’s general meeting of shareholders; by the Shanghai Stock Exchange and approval by the China Securities Regulatory Commission for registration.
Reported Earnings • Mar 31Full year 2023 earnings released: EPS: CN¥0.02 (vs CN¥0.47 in FY 2022)Full year 2023 results: EPS: CN¥0.02 (down from CN¥0.47 in FY 2022). Revenue: CN¥13.2b (down 9.3% from FY 2022). Net income: CN¥52.2m (down 96% from FY 2022). Profit margin: 0.4% (down from 8.6% in FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 29Bluestar Adisseo Company to Report Q1, 2024 Results on Apr 26, 2024Bluestar Adisseo Company announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Dec 29Bluestar Adisseo Company to Report Fiscal Year 2023 Results on Mar 29, 2024Bluestar Adisseo Company announced that they will report fiscal year 2023 results on Mar 29, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.014 loss per share (vs CN¥0.10 profit in 3Q 2022)Third quarter 2023 results: CN¥0.014 loss per share (down from CN¥0.10 profit in 3Q 2022). Revenue: CN¥3.29b (down 8.8% from 3Q 2022). Net loss: CN¥67.8m (down 125% from profit in 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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 Dividend is not well covered by earnings (111% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: CN¥0.008 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.008 (down from CN¥0.16 in 2Q 2022). Revenue: CN¥3.18b (down 15% from 2Q 2022). Net income: CN¥31.9m (down 93% from 2Q 2022). Profit margin: 1.0% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 28Bluestar Adisseo Company to Report First Half, 2023 Results on Aug 05, 2023Bluestar Adisseo Company announced that they will report first half, 2023 results on Aug 05, 2023
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.16 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.001 (down from CN¥0.16 in 1Q 2022). Revenue: CN¥3.15b (down 8.8% from 1Q 2022). Net income: CN¥1.49m (down 100% from 1Q 2022). Profit margin: 0% (down from 12% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Caroline Sainte-Marie was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.17 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.17 in 3Q 2021). Revenue: CN¥3.60b (up 7.2% from 3Q 2021). Net income: CN¥274.2m (down 37% from 3Q 2021). Profit margin: 7.6% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% 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 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥10.76, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.70 per share.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (down from CN¥0.16 in 2Q 2021). Revenue: CN¥3.74b (up 25% from 2Q 2021). Net income: CN¥442.1m (down 1.6% from 2Q 2021). Profit margin: 12% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.5%, compared to a 42% growth forecast for the 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 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.14 in 1Q 2021). Revenue: CN¥3.46b (up 16% from 1Q 2021). Net income: CN¥427.4m (up 16% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Caroline Sainte-Marie was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: CN¥0.55 (vs CN¥0.50 in FY 2020)Full year 2021 results: EPS: CN¥0.55 (up from CN¥0.50 in FY 2020). Revenue: CN¥12.9b (up 8.0% from FY 2020). Net income: CN¥1.47b (up 8.9% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the next year, revenue is forecast to grow 18%, compared to a 48% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥10.78, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Chemicals industry in China. Total loss to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.54 per share.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.14 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥3.36b (up 12% from 3Q 2020). Net income: CN¥434.3m (up 15% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). 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 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS CN¥0.16 (vs CN¥0.16 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although profit margins were flat and earnings improved. Second quarter 2021 results: Revenue: CN¥2.99b (down 1.6% from 2Q 2020). Net income: CN¥449.1m (up 5.8% from 2Q 2020). Profit margin: 15% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 04First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥2.99b (up 5.0% from 1Q 2020). Net income: CN¥367.3m (up 25% from 1Q 2020). Profit margin: 12% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥0.50 (vs CN¥0.37 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥11.9b (up 7.0% from FY 2019). Net income: CN¥1.35b (up 36% from FY 2019). Profit margin: 11% (up from 8.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
Is New 90 Day High Low • Feb 20New 90-day high: CN¥14.80The company is up 5.0% from its price of CN¥14.13 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.08 per share.
Is New 90 Day High Low • Jan 11New 90-day low: CN¥11.07The company is down 16% from its price of CN¥13.14 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.05 per share.
Is New 90 Day High Low • Dec 23New 90-day low: CN¥11.88The company is down 8.0% from its price of CN¥12.91 on 25 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.11 per share.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.28b, up 24% from the prior year. Total revenue was CN¥11.7b over the last 12 months, up 4.5% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 3.9% at CN¥3.00b. Revenue is forecast to grow 14% over the next year, compared to a 32% growth forecast for the Chemicals industry in China.
Is New 90 Day High Low • Oct 22New 90-day low: CN¥12.50The company is down 4.0% from its price of CN¥13.00 on 24 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥9.91 per share.