Great River Smart Logistics（002930）株式概要広東グレートリバースマートロジスティクス有限公司は、物流会社で、中国国内および国際的な石油化学製品メーカー、貿易業者、エンドユーザー向けに倉庫保管やその他の関連サービスを提供している。 詳細002930 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績0/6財務の健全性0/6配当金0/6報酬当社が推定した公正価値より24.8%で取引されている 収益は年間89.93%増加すると予測されています リスク分析利払いは収益で十分にカバーされない すべてのリスクチェックを見る002930 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,582 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 NarrativeBLINRODA479,582 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥8.3220.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-432m3b2016201920222025202620282031Revenue CN¥2.7bEarnings CN¥483.9mAdvancedSet Fair ValueView all narrativesGreat River Smart Logistics Co., Ltd. 競合他社Zhuhai PortLtdSymbol: SZSE:000507Market cap: CN¥4.4bChongqing PortLtdSymbol: SHSE:600279Market cap: CN¥4.9bNanjing PortSymbol: SZSE:002040Market cap: CN¥3.9bJiangsu Lianyungang PortSymbol: SHSE:601008Market cap: CN¥5.4b価格と性能株価の高値、安値、推移の概要Great River Smart Logistics過去の株価現在の株価CN¥8.3252週高値CN¥16.8852週安値CN¥7.64ベータ0.0141ヶ月の変化-8.87%3ヶ月変化-34.44%1年変化-28.46%3年間の変化-63.23%5年間の変化-49.97%IPOからの変化-42.03%最新ニュースお知らせ • Jun 30Great River Smart Logistics Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Great River Smart Logistics Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026Buy Or Sell Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to CN¥9.20. The fair value is estimated to be CN¥11.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to CN¥9.28. The fair value is estimated to be CN¥11.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. 4 highly experienced directors. Chairman of Supervisory Board Yan Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 29Great River Smart Logistics Co., Ltd., Annual General Meeting, May 22, 2026Great River Smart Logistics Co., Ltd., Annual General Meeting, May 22, 2026, at 15:30 China Standard Time. Location: Building 1, No. 6, Libin Road, Songshan Lake Park, Dongguan, Guangdong Chinaお知らせ • Mar 31Great River Smart Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Great River Smart Logistics Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026最新情報をもっと見るRecent updatesお知らせ • Jun 30Great River Smart Logistics Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Great River Smart Logistics Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026Buy Or Sell Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to CN¥9.20. The fair value is estimated to be CN¥11.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to CN¥9.28. The fair value is estimated to be CN¥11.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. 4 highly experienced directors. Chairman of Supervisory Board Yan Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 29Great River Smart Logistics Co., Ltd., Annual General Meeting, May 22, 2026Great River Smart Logistics Co., Ltd., Annual General Meeting, May 22, 2026, at 15:30 China Standard Time. Location: Building 1, No. 6, Libin Road, Songshan Lake Park, Dongguan, Guangdong Chinaお知らせ • Mar 31Great River Smart Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Great River Smart Logistics Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Feb 03Great River Smart Logistics Co., Ltd. Announces Directorate AppointmentsGreat River Smarter held its 2nd Extraordinary General Meeting of 2026 on January 30, 2026, approved appointment of Wang Qiang as independent director and Rui Bin as independent director.お知らせ • Dec 31Guangdong Great River Smarter Logistics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30Guangdong Great River Smarter Logistics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jul 02Guangdong Great River Smarter Logistics Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • May 13Guangdong Great River Smarter Logistics Co., Ltd. Approves Dividend for the Year 2024Guangdong Great River Smarter Logistics Co., Ltd. at the AGM held on May 12, 2025 approved final Cash dividend/10 shares (tax included) of CNY 2.00000000 for the year 2024.お知らせ • Apr 28Guangdong Great River Smarter Logistics Co., Ltd., Annual General Meeting, May 20, 2025Guangdong Great River Smarter Logistics Co., Ltd., Annual General Meeting, May 20, 2025, at 15:30 China Standard Time. Location: 1F, Building 1, No. 6, Libin Road, Songshan Lake Park, Dongguan, Guangdong Chinaお知らせ • Mar 31Guangdong Great River Smarter Logistics Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025お知らせ • Dec 31Guangdong Great River Smarter Logistics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025お知らせ • Nov 16Guangdong Great River Smarter Logistics Co., Ltd. Approves Cash Dividend for the Third Quarter 2024Guangdong Great River Smarter Logistics Co., Ltd. at its EGM held on November 14, 2024 approved cash dividend of CNY 1.00 per 10 shares (tax included) for the third quarter 2024.お知らせ • Oct 30Guangdong Great River Smarter Logistics Co., Ltd. Proposes Profit Distribution for the Third Quarter of 2024Guangdong Great River Smarter Logistics Co., Ltd. announced on 29 October 2024 the profit distribution proposal for the third quarter of 2024 as follows: Cash dividend/10 shares (tax included): CNY 1.00000000.Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.081 (vs CN¥0.18 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.081 (down from CN¥0.18 in 3Q 2023). Revenue: CN¥351.3m (down 9.2% from 3Q 2023). Net income: CN¥38.6m (down 52% from 3Q 2023). Profit margin: 11% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Infrastructure 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 20% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 30Guangdong Great River Smarter Logistics Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥10.98, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Infrastructure industry in China. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.36 per share.Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.16 (down from CN¥0.20 in 2Q 2023). Revenue: CN¥356.3m (down 10% from 2Q 2023). Net income: CN¥72.6m (down 20% from 2Q 2023). Profit margin: 20% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CN¥10.48. The fair value is estimated to be CN¥13.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.Declared Dividend • Jul 04Dividend reduced to CN¥0.25Dividend of CN¥0.25 is 17% lower than last year. Ex-date: 9th July 2024 Payment date: 9th July 2024 Dividend yield will be 2.0%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 03Guangdong Great River Smarter Logistics Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2023, Payable on 09 July 2024Guangdong Great River Smarter Logistics Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.50000000 for the year 2023, payable on 09 July 2024. Record date is 08 July 2024. Ex-date is 09 July 2024.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Deputy GM & Non-Independent Director Yi Gan was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jun 29Guangdong Great River Smarter Logistics Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024Buy Or Sell Opportunity • May 27Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to CN¥15.09. The fair value is estimated to be CN¥12.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.Buy Or Sell Opportunity • May 09Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥15.38. The fair value is estimated to be CN¥12.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.15 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.15 in 1Q 2023). Revenue: CN¥379.9m (up 1.1% from 1Q 2023). Net income: CN¥60.0m (down 13% from 1Q 2023). Profit margin: 16% (down from 18% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Apr 27Guangdong Great River Smarter Logistics Co., Ltd. Announces Profit Distribution Proposal for 2023Guangdong Great River Smarter Logistics Co., Ltd. announced on 25 April 2024 the profit distribution proposal for 2023 as follows: Final Cash dividend/10 shares (tax included) of CNY 2.50000000.お知らせ • Apr 26Guangdong Great River Smarter Logistics Co., Ltd., Annual General Meeting, May 16, 2024Guangdong Great River Smarter Logistics Co., Ltd., Annual General Meeting, May 16, 2024, at 15:30 China Standard Time. Location: 1F, Building 1, No. 6, Libin Road, Songshan Lake Park, Dongguan, Guangdong ChinaBuy Or Sell Opportunity • Apr 17Now 22% overvaluedOver the last 90 days, the stock has fallen 20% to CN¥14.69. The fair value is estimated to be CN¥12.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 87% in the next 2 years.Reported Earnings • Apr 14Full year 2023 earnings released: EPS: CN¥0.65 (vs CN¥0.50 in FY 2022)Full year 2023 results: EPS: CN¥0.65 (up from CN¥0.50 in FY 2022). Revenue: CN¥1.55b (up 22% from FY 2022). Net income: CN¥295.7m (up 32% from FY 2022). Profit margin: 19% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Mar 30Guangdong Great River Smarter Logistics Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥13.83, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Infrastructure industry in China. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.51 per share.お知らせ • Dec 29Guangdong Great River Smarter Logistics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.18 (up from CN¥0.13 in 3Q 2022). Revenue: CN¥386.9m (up 17% from 3Q 2022). Net income: CN¥80.6m (up 34% from 3Q 2022). Profit margin: 21% (up from 18% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.お知らせ • Sep 30Guangdong Great River Smarter Logistics Co., Ltd. to Report Q3, 2023 Results on Oct 28, 2023Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q3, 2023 results at 3:00 PM, China Standard Time on Oct 28, 2023Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.16 in 2Q 2022). Revenue: CN¥397.7m (up 18% from 2Q 2022). Net income: CN¥91.1m (up 30% from 2Q 2022). Profit margin: 23% (up from 21% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.30 per share at 1.4% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Chinese dividend payers (2.0%). Lower than average of industry peers (3.2%).お知らせ • May 25Guangdong Great River Smarter Logistics Co., Ltd. Approves Cash Dividend for 2022Guangdong Great River Smarter Logistics Co., Ltd. at its Annual General Meeting held on 22 May 2023 approved cash dividend of CNY 3.00000000 per 10 shares (tax included) for 2022.Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.61 in FY 2021)Full year 2022 results: EPS: CN¥0.50 (down from CN¥0.61 in FY 2021). Revenue: CN¥1.26b (up 16% from FY 2021). Net income: CN¥224.0m (down 18% from FY 2021). Profit margin: 18% (down from 25% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Supervisor Xiao Zhong is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.15 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.15 in 3Q 2021). Revenue: CN¥332.0m (up 25% from 3Q 2021). Net income: CN¥60.1m (down 11% from 3Q 2021). Profit margin: 18% (down from 25% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.17 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (down from CN¥0.17 in 2Q 2021). Revenue: CN¥335.8m (up 21% from 2Q 2021). Net income: CN¥70.2m (down 9.1% from 2Q 2021). Profit margin: 21% (down from 28% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 18% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.15 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.15 in 1Q 2021). Revenue: CN¥269.5m (up 4.3% from 1Q 2021). Net income: CN¥54.2m (down 18% from 1Q 2021). Profit margin: 20% (down from 26% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 28%, compared to a 13% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. No highly experienced directors. Supervisor Xiao Zhong is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 14Full year 2021 earnings released: EPS: CN¥0.58 (vs CN¥0.51 in FY 2020)Full year 2021 results: EPS: CN¥0.58 (up from CN¥0.51 in FY 2020). Revenue: CN¥1.09b (up 28% from FY 2020). Net income: CN¥258.1m (up 13% from FY 2020). Profit margin: 24% (down from 27% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 24%, compared to a 15% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥27.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.Buying Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be CN¥27.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.17 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥266.4m (flat on 3Q 2020). Net income: CN¥67.4m (down 10% from 3Q 2020). Profit margin: 25% (down from 28% in 3Q 2020).Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥22.68, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Infrastructure industry in China. Total returns to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.10 per share.Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥277.6m (up 40% from 2Q 2020). Net income: CN¥77.3m (up 42% from 2Q 2020). Profit margin: 28% (in line with 2Q 2020).Reported Earnings • Apr 25Full year 2020 earnings released: EPS CN¥0.51 (vs CN¥0.33 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥848.3m (up 75% from FY 2019). Net income: CN¥227.7m (up 56% from FY 2019). Profit margin: 27% (down from 30% in FY 2019). The decrease in margin was driven by higher expenses.Is New 90 Day High Low • Mar 03New 90-day low: CN¥17.81The company is down 19% from its price of CN¥21.94 on 03 December 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.23 per share.Reported Earnings • Feb 06Full year 2020 earnings released: EPS CN¥0.52 (vs CN¥0.33 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥849.5m (up 75% from FY 2019). Net income: CN¥231.8m (up 59% from FY 2019). Profit margin: 27% (down from 30% in FY 2019). The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 25%, compared to a 27% growth forecast for the Infrastructure industry in China.Is New 90 Day High Low • Jan 22New 90-day low: CN¥18.13The company is down 11% from its price of CN¥20.35 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.29 per share.Is New 90 Day High Low • Jan 06New 90-day low: CN¥18.94The company is down 4.0% from its price of CN¥19.74 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.27 per share.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥189.5m, up 32% from the prior year. Total revenue was CN¥723.3m over the last 12 months, up 55% from the prior year.株主還元002930CN InfrastructureCN 市場7D-2.5%2.1%-4.7%1Y-28.5%-8.6%10.6%株主還元を見る業界別リターン: 002930過去 1 年間で-8.6 % の収益を上げたCN Infrastructure業界を下回りました。リターン対市場: 002930は、過去 1 年間で10.6 % のリターンを上げたCN市場を下回りました。価格変動Is 002930's price volatile compared to industry and market?002930 volatility002930 Average Weekly Movement9.3%Infrastructure Industry Average Movement3.7%Market Average Movement7.3%10% most volatile stocks in CN Market12.3%10% least volatile stocks in CN Market4.3%安定した株価: 002930 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 002930の 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20121,747Xiaoli Ligrsl.cn広東グレートリバースマートロジスティクス有限公司は物流会社で、中国国内および国際的な石油化学製品メーカー、トレーダー、エンドユーザー向けに倉庫管理およびその他の関連サービスを提供している。同社のサービスには、積み下ろし、倉庫保管、移送、輸送、ロジスティクスチェーン管理などが含まれる。同社は2012年に設立され、中国の東莞に拠点を置いている。もっと見るGreat River Smart Logistics Co., Ltd. 基礎のまとめGreat River Smart Logistics の収益と売上を時価総額と比較するとどうか。002930 基礎統計学時価総額CN¥3.81b収益（TTM）-CN¥432.21m売上高(TTM)CN¥1.22b3.1xP/Sレシオ-8.8xPER（株価収益率002930 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002930 損益計算書（TTM）収益CN¥1.22b売上原価CN¥765.22m売上総利益CN¥450.87mその他の費用CN¥883.08m収益-CN¥432.21m直近の収益報告Mar 31, 2026次回決算日Aug 29, 2026一株当たり利益（EPS）-0.94グロス・マージン37.08%純利益率-35.54%有利子負債／自己資本比率223.4%002930 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/07/23 23:31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Great River Smart Logistics 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。2 アナリスト機関Wei LiuHaitong International Research LimitedXiaofeng ShenHuatai Research
お知らせ • Jun 30Great River Smart Logistics Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Great River Smart Logistics Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
Buy Or Sell Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to CN¥9.20. The fair value is estimated to be CN¥11.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to CN¥9.28. The fair value is estimated to be CN¥11.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.
Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. 4 highly experienced directors. Chairman of Supervisory Board Yan Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 29Great River Smart Logistics Co., Ltd., Annual General Meeting, May 22, 2026Great River Smart Logistics Co., Ltd., Annual General Meeting, May 22, 2026, at 15:30 China Standard Time. Location: Building 1, No. 6, Libin Road, Songshan Lake Park, Dongguan, Guangdong China
お知らせ • Mar 31Great River Smart Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Great River Smart Logistics Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Jun 30Great River Smart Logistics Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Great River Smart Logistics Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
Buy Or Sell Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to CN¥9.20. The fair value is estimated to be CN¥11.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to CN¥9.28. The fair value is estimated to be CN¥11.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.
Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. 4 highly experienced directors. Chairman of Supervisory Board Yan Liu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 29Great River Smart Logistics Co., Ltd., Annual General Meeting, May 22, 2026Great River Smart Logistics Co., Ltd., Annual General Meeting, May 22, 2026, at 15:30 China Standard Time. Location: Building 1, No. 6, Libin Road, Songshan Lake Park, Dongguan, Guangdong China
お知らせ • Mar 31Great River Smart Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Great River Smart Logistics Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Feb 03Great River Smart Logistics Co., Ltd. Announces Directorate AppointmentsGreat River Smarter held its 2nd Extraordinary General Meeting of 2026 on January 30, 2026, approved appointment of Wang Qiang as independent director and Rui Bin as independent director.
お知らせ • Dec 31Guangdong Great River Smarter Logistics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30Guangdong Great River Smarter Logistics Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jul 02Guangdong Great River Smarter Logistics Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • May 13Guangdong Great River Smarter Logistics Co., Ltd. Approves Dividend for the Year 2024Guangdong Great River Smarter Logistics Co., Ltd. at the AGM held on May 12, 2025 approved final Cash dividend/10 shares (tax included) of CNY 2.00000000 for the year 2024.
お知らせ • Apr 28Guangdong Great River Smarter Logistics Co., Ltd., Annual General Meeting, May 20, 2025Guangdong Great River Smarter Logistics Co., Ltd., Annual General Meeting, May 20, 2025, at 15:30 China Standard Time. Location: 1F, Building 1, No. 6, Libin Road, Songshan Lake Park, Dongguan, Guangdong China
お知らせ • Mar 31Guangdong Great River Smarter Logistics Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
お知らせ • Dec 31Guangdong Great River Smarter Logistics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
お知らせ • Nov 16Guangdong Great River Smarter Logistics Co., Ltd. Approves Cash Dividend for the Third Quarter 2024Guangdong Great River Smarter Logistics Co., Ltd. at its EGM held on November 14, 2024 approved cash dividend of CNY 1.00 per 10 shares (tax included) for the third quarter 2024.
お知らせ • Oct 30Guangdong Great River Smarter Logistics Co., Ltd. Proposes Profit Distribution for the Third Quarter of 2024Guangdong Great River Smarter Logistics Co., Ltd. announced on 29 October 2024 the profit distribution proposal for the third quarter of 2024 as follows: Cash dividend/10 shares (tax included): CNY 1.00000000.
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.081 (vs CN¥0.18 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.081 (down from CN¥0.18 in 3Q 2023). Revenue: CN¥351.3m (down 9.2% from 3Q 2023). Net income: CN¥38.6m (down 52% from 3Q 2023). Profit margin: 11% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Infrastructure 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 20% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 30Guangdong Great River Smarter Logistics Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥10.98, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Infrastructure industry in China. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.36 per share.
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.16 (down from CN¥0.20 in 2Q 2023). Revenue: CN¥356.3m (down 10% from 2Q 2023). Net income: CN¥72.6m (down 20% from 2Q 2023). Profit margin: 20% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CN¥10.48. The fair value is estimated to be CN¥13.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.
Declared Dividend • Jul 04Dividend reduced to CN¥0.25Dividend of CN¥0.25 is 17% lower than last year. Ex-date: 9th July 2024 Payment date: 9th July 2024 Dividend yield will be 2.0%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 03Guangdong Great River Smarter Logistics Co., Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2023, Payable on 09 July 2024Guangdong Great River Smarter Logistics Co., Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 2.50000000 for the year 2023, payable on 09 July 2024. Record date is 08 July 2024. Ex-date is 09 July 2024.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Deputy GM & Non-Independent Director Yi Gan was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jun 29Guangdong Great River Smarter Logistics Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
Buy Or Sell Opportunity • May 27Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to CN¥15.09. The fair value is estimated to be CN¥12.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.
Buy Or Sell Opportunity • May 09Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥15.38. The fair value is estimated to be CN¥12.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.15 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.15 in 1Q 2023). Revenue: CN¥379.9m (up 1.1% from 1Q 2023). Net income: CN¥60.0m (down 13% from 1Q 2023). Profit margin: 16% (down from 18% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Apr 27Guangdong Great River Smarter Logistics Co., Ltd. Announces Profit Distribution Proposal for 2023Guangdong Great River Smarter Logistics Co., Ltd. announced on 25 April 2024 the profit distribution proposal for 2023 as follows: Final Cash dividend/10 shares (tax included) of CNY 2.50000000.
お知らせ • Apr 26Guangdong Great River Smarter Logistics Co., Ltd., Annual General Meeting, May 16, 2024Guangdong Great River Smarter Logistics Co., Ltd., Annual General Meeting, May 16, 2024, at 15:30 China Standard Time. Location: 1F, Building 1, No. 6, Libin Road, Songshan Lake Park, Dongguan, Guangdong China
Buy Or Sell Opportunity • Apr 17Now 22% overvaluedOver the last 90 days, the stock has fallen 20% to CN¥14.69. The fair value is estimated to be CN¥12.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 87% in the next 2 years.
Reported Earnings • Apr 14Full year 2023 earnings released: EPS: CN¥0.65 (vs CN¥0.50 in FY 2022)Full year 2023 results: EPS: CN¥0.65 (up from CN¥0.50 in FY 2022). Revenue: CN¥1.55b (up 22% from FY 2022). Net income: CN¥295.7m (up 32% from FY 2022). Profit margin: 19% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Mar 30Guangdong Great River Smarter Logistics Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥13.83, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Infrastructure industry in China. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.51 per share.
お知らせ • Dec 29Guangdong Great River Smarter Logistics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.18 (up from CN¥0.13 in 3Q 2022). Revenue: CN¥386.9m (up 17% from 3Q 2022). Net income: CN¥80.6m (up 34% from 3Q 2022). Profit margin: 21% (up from 18% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Sep 30Guangdong Great River Smarter Logistics Co., Ltd. to Report Q3, 2023 Results on Oct 28, 2023Guangdong Great River Smarter Logistics Co., Ltd. announced that they will report Q3, 2023 results at 3:00 PM, China Standard Time on Oct 28, 2023
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.16 in 2Q 2022). Revenue: CN¥397.7m (up 18% from 2Q 2022). Net income: CN¥91.1m (up 30% from 2Q 2022). Profit margin: 23% (up from 21% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.
Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.30 per share at 1.4% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Chinese dividend payers (2.0%). Lower than average of industry peers (3.2%).
お知らせ • May 25Guangdong Great River Smarter Logistics Co., Ltd. Approves Cash Dividend for 2022Guangdong Great River Smarter Logistics Co., Ltd. at its Annual General Meeting held on 22 May 2023 approved cash dividend of CNY 3.00000000 per 10 shares (tax included) for 2022.
Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.61 in FY 2021)Full year 2022 results: EPS: CN¥0.50 (down from CN¥0.61 in FY 2021). Revenue: CN¥1.26b (up 16% from FY 2021). Net income: CN¥224.0m (down 18% from FY 2021). Profit margin: 18% (down from 25% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Supervisor Xiao Zhong is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.15 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.15 in 3Q 2021). Revenue: CN¥332.0m (up 25% from 3Q 2021). Net income: CN¥60.1m (down 11% from 3Q 2021). Profit margin: 18% (down from 25% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.17 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (down from CN¥0.17 in 2Q 2021). Revenue: CN¥335.8m (up 21% from 2Q 2021). Net income: CN¥70.2m (down 9.1% from 2Q 2021). Profit margin: 21% (down from 28% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 18% growth forecast for the Infrastructure industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.15 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.15 in 1Q 2021). Revenue: CN¥269.5m (up 4.3% from 1Q 2021). Net income: CN¥54.2m (down 18% from 1Q 2021). Profit margin: 20% (down from 26% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 28%, compared to a 13% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. No highly experienced directors. Supervisor Xiao Zhong is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 14Full year 2021 earnings released: EPS: CN¥0.58 (vs CN¥0.51 in FY 2020)Full year 2021 results: EPS: CN¥0.58 (up from CN¥0.51 in FY 2020). Revenue: CN¥1.09b (up 28% from FY 2020). Net income: CN¥258.1m (up 13% from FY 2020). Profit margin: 24% (down from 27% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 24%, compared to a 15% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥27.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.
Buying Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be CN¥27.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% per annum over the last 3 years. Earnings per share has grown by 35% per annum over the last 3 years.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.17 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥266.4m (flat on 3Q 2020). Net income: CN¥67.4m (down 10% from 3Q 2020). Profit margin: 25% (down from 28% in 3Q 2020).
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥22.68, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Infrastructure industry in China. Total returns to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.10 per share.
Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥277.6m (up 40% from 2Q 2020). Net income: CN¥77.3m (up 42% from 2Q 2020). Profit margin: 28% (in line with 2Q 2020).
Reported Earnings • Apr 25Full year 2020 earnings released: EPS CN¥0.51 (vs CN¥0.33 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥848.3m (up 75% from FY 2019). Net income: CN¥227.7m (up 56% from FY 2019). Profit margin: 27% (down from 30% in FY 2019). The decrease in margin was driven by higher expenses.
Is New 90 Day High Low • Mar 03New 90-day low: CN¥17.81The company is down 19% from its price of CN¥21.94 on 03 December 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.23 per share.
Reported Earnings • Feb 06Full year 2020 earnings released: EPS CN¥0.52 (vs CN¥0.33 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥849.5m (up 75% from FY 2019). Net income: CN¥231.8m (up 59% from FY 2019). Profit margin: 27% (down from 30% in FY 2019). The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 25%, compared to a 27% growth forecast for the Infrastructure industry in China.
Is New 90 Day High Low • Jan 22New 90-day low: CN¥18.13The company is down 11% from its price of CN¥20.35 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.29 per share.
Is New 90 Day High Low • Jan 06New 90-day low: CN¥18.94The company is down 4.0% from its price of CN¥19.74 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.27 per share.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥189.5m, up 32% from the prior year. Total revenue was CN¥723.3m over the last 12 months, up 55% from the prior year.
