View Financial HealthCMST DevelopmentLtd 配当と自社株買い配当金 基準チェック /56CMST DevelopmentLtd配当を支払う会社であり、現在の利回りは2.35%で、収益によって十分にカバーされています。主要情報2.3%配当利回り0.1%バイバック利回り総株主利回り2.5%将来の配当利回りn/a配当成長12.1%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向48%最近の配当と自社株買いの更新Declared Dividend • Jun 01Dividend of CN¥0.13 announcedShareholders will receive a dividend of CN¥0.13. Ex-date: 6th June 2024 Payment date: 6th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Qiusheng Zhang was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 31CMST Development Co.,Ltd., Annual General Meeting, Apr 29, 2026CMST Development Co.,Ltd., Annual General Meeting, Apr 29, 2026, at 09:30 China Standard Time. Location: Tower A, Building 2, Yard No. 5, Fenghuangzui Street, Fengtai District, Beijing Chinaお知らせ • Mar 30CMST Development Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026CMST Development Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26CMST Development Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026CMST Development Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026お知らせ • Sep 30CMST Development Co.,Ltd. to Report Q3, 2025 Results on Oct 30, 2025CMST Development Co.,Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Jun 30CMST Development Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025CMST Development Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • Apr 20CMST Development Co.,Ltd., Annual General Meeting, May 09, 2025CMST Development Co.,Ltd., Annual General Meeting, May 09, 2025, at 09:30 China Standard Time. Location: Tower A, Building 2, Yard No. 5, Fenghuangzui Street, Fengtai District, Beijing Chinaお知らせ • Mar 28CMST Development Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025CMST Development Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025お知らせ • Dec 27CMST Development Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025CMST Development Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥6.25, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 18x in the Logistics industry in China. Total loss to shareholders of 2.2% over the past three years.Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.003 (vs CN¥0.07 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.003 (down from CN¥0.07 in 3Q 2023). Revenue: CN¥16.8b (up 1.8% from 3Q 2023). Net income: CN¥7.15m (down 95% from 3Q 2023). Profit margin: 0% (down from 0.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 5% per year.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥5.32, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 19x in the Logistics industry in China. Negligible returns to shareholders over past three years.お知らせ • Sep 30CMST Development Co.,Ltd. to Report Q3, 2024 Results on Oct 26, 2024CMST Development Co.,Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.048 (vs CN¥0.046 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.048 (up from CN¥0.046 in 2Q 2023). Revenue: CN¥16.5b (down 11% from 2Q 2023). Net income: CN¥103.7m (up 1.9% from 2Q 2023). Profit margin: 0.6% (up from 0.5% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 28CMST Development Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024CMST Development Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024Declared Dividend • Jun 01Dividend of CN¥0.13 announcedShareholders will receive a dividend of CN¥0.13. Ex-date: 6th June 2024 Payment date: 6th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.041 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.041 in 1Q 2023). Revenue: CN¥13.9b (down 6.1% from 1Q 2023). Net income: CN¥273.9m (up 211% from 1Q 2023). Profit margin: 2.0% (up from 0.6% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 20Full year 2023 earnings released: EPS: CN¥0.36 (vs CN¥0.29 in FY 2022)Full year 2023 results: EPS: CN¥0.36 (up from CN¥0.29 in FY 2022). Revenue: CN¥67.3b (down 12% from FY 2022). Net income: CN¥786.6m (up 23% from FY 2022). Profit margin: 1.2% (up from 0.8% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Apr 20CMST Development Co.,Ltd., Annual General Meeting, May 09, 2024CMST Development Co.,Ltd., Annual General Meeting, May 09, 2024, at 09:30 China Standard Time. Location: Tower A, Building 2, Yard No. 5, Fenghuangzui Street, Fengtai District, Beijing Chinaお知らせ • Mar 29CMST Development Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024CMST Development Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥5.19, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 22x in the Logistics industry in China. Total returns to shareholders of 22% over the past three years.Buy Or Sell Opportunity • Jan 25Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥5.08. The fair value is estimated to be CN¥4.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years, while earnings per share has been flat.お知らせ • Dec 29CMST Development Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 19, 2024CMST Development Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 19, 2024Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.009 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.07 (up from CN¥0.009 in 3Q 2022). Revenue: CN¥16.5b (down 16% from 3Q 2022). Net income: CN¥151.3m (up CN¥131.0m from 3Q 2022). Profit margin: 0.9% (up from 0.1% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.054 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.054 in 2Q 2022). Revenue: CN¥18.7b (down 19% from 2Q 2022). Net income: CN¥101.8m (down 13% from 2Q 2022). Profit margin: 0.5% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.41 in FY 2021)Full year 2022 results: EPS: CN¥0.30 (down from CN¥0.41 in FY 2021). Revenue: CN¥76.8b (up 2.0% from FY 2021). Net income: CN¥640.5m (down 27% from FY 2021). Profit margin: 0.8% (down from 1.2% in FY 2021). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.05, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 21x in the Logistics industry in China. Total returns to shareholders of 36% over the past three years.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Guanjiang Gao was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.009 (vs CN¥0.23 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.009 (down from CN¥0.23 in 3Q 2021). Revenue: CN¥19.8b (down 2.7% from 3Q 2021). Net income: CN¥20.3m (down 96% from 3Q 2021). Profit margin: 0.1% (down from 2.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.054 (vs CN¥0.044 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.054 (up from CN¥0.044 in 2Q 2021). Revenue: CN¥22.9b (up 15% from 2Q 2021). Net income: CN¥116.4m (up 21% from 2Q 2021). Profit margin: 0.5% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.15 (vs CN¥0.024 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.15 (up from CN¥0.024 in 1Q 2021). Revenue: CN¥15.8b (up 20% from 1Q 2021). Net income: CN¥325.9m (up CN¥274.1m from 1Q 2021). Profit margin: 2.1% (up from 0.4% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Wen Hu Liu was the last independent director to join the board, commencing their role in 2003. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥6.52, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 25x in the Logistics industry in China. Total loss to shareholders of 7.7% over the past three years.Reported Earnings • Apr 02Full year 2021 earnings released: EPS: CN¥0.41 (vs CN¥0.26 in FY 2020)Full year 2021 results: EPS: CN¥0.41 (up from CN¥0.26 in FY 2020). Revenue: CN¥75.2b (up 54% from FY 2020). Net income: CN¥881.0m (up 55% from FY 2020). Profit margin: 1.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥5.99, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 22x in the Logistics industry in China. Total returns to shareholders of 11% over the past three years.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.23 (vs CN¥0.069 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥20.3b (up 49% from 3Q 2020). Net income: CN¥499.4m (up 234% from 3Q 2020). Profit margin: 2.5% (up from 1.1% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥6.01, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 24x in the Logistics industry in China. Total loss to shareholders of 12% over the past three years.Reported Earnings • Aug 28Second quarter 2021 earnings released: EPS CN¥0.044 (vs CN¥0.039 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥20.0b (up 63% from 2Q 2020). Net income: CN¥96.3m (up 13% from 2Q 2020). Profit margin: 0.5% (down from 0.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥6.39, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 23x in the Logistics industry in China. Total loss to shareholders of 3.1% over the past three years.Reported Earnings • May 03First quarter 2021 earnings released: EPS CN¥0.024 (vs CN¥0.017 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥13.2b (up 78% from 1Q 2020). Net income: CN¥51.8m (up 41% from 1Q 2020). Profit margin: 0.4% (down from 0.5% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 11Full year 2020 earnings released: EPS CN¥0.26 (vs CN¥0.13 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥48.8b (up 21% from FY 2019). Net income: CN¥566.8m (up 103% from FY 2019). Profit margin: 1.2% (up from 0.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 05New 90-day high: CN¥4.96The company is up 8.0% from its price of CN¥4.61 on 30 September 2020. The Chinese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 3.0% over the same period.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥287.4m, down 57% from the prior year. Total revenue was CN¥40.4b over the last 12 months, up 1.3% from the prior year.Is New 90 Day High Low • Oct 26New 90-day low: CN¥4.60The company is down 7.0% from its price of CN¥4.94 on 28 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 13% over the same period.Is New 90 Day High Low • Oct 01New 90-day low: CN¥4.61The company is down 1.0% from its price of CN¥4.66 on 03 July 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 21% over the same period.決済の安定と成長配当データの取得安定した配当: 600787の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 600787の配当金は過去10年間にわたって増加しています。配当利回り対市場CMST DevelopmentLtd 配当利回り対市場600787 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (600787)2.3%市場下位25% (CN)0.4%市場トップ25% (CN)1.9%業界平均 (Logistics)2.1%アナリスト予想 (600787) (最長3年)n/a注目すべき配当: 600787の配当金 ( 2.35% ) はCN市場の配当金支払者の下位 25% ( 0.37% ) よりも高くなっています。高配当: 600787の配当金 ( 2.35% ) はCN市場 ( 1.93% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 600787の 配当性向 ( 48% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 600787の 現金配当性向 ( 39.7% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management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2026/05/22 16:37終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CMST Development Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関You You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)Cong Jun XieCitic Securities Co., Ltd.Xiaofeng ShenHuatai Research1 その他のアナリストを表示
Declared Dividend • Jun 01Dividend of CN¥0.13 announcedShareholders will receive a dividend of CN¥0.13. Ex-date: 6th June 2024 Payment date: 6th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Qiusheng Zhang was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 31CMST Development Co.,Ltd., Annual General Meeting, Apr 29, 2026CMST Development Co.,Ltd., Annual General Meeting, Apr 29, 2026, at 09:30 China Standard Time. Location: Tower A, Building 2, Yard No. 5, Fenghuangzui Street, Fengtai District, Beijing China
お知らせ • Mar 30CMST Development Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026CMST Development Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26CMST Development Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026CMST Development Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
お知らせ • Sep 30CMST Development Co.,Ltd. to Report Q3, 2025 Results on Oct 30, 2025CMST Development Co.,Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Jun 30CMST Development Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025CMST Development Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • Apr 20CMST Development Co.,Ltd., Annual General Meeting, May 09, 2025CMST Development Co.,Ltd., Annual General Meeting, May 09, 2025, at 09:30 China Standard Time. Location: Tower A, Building 2, Yard No. 5, Fenghuangzui Street, Fengtai District, Beijing China
お知らせ • Mar 28CMST Development Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025CMST Development Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
お知らせ • Dec 27CMST Development Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025CMST Development Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥6.25, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 18x in the Logistics industry in China. Total loss to shareholders of 2.2% over the past three years.
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.003 (vs CN¥0.07 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.003 (down from CN¥0.07 in 3Q 2023). Revenue: CN¥16.8b (up 1.8% from 3Q 2023). Net income: CN¥7.15m (down 95% from 3Q 2023). Profit margin: 0% (down from 0.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 5% per year.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥5.32, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 19x in the Logistics industry in China. Negligible returns to shareholders over past three years.
お知らせ • Sep 30CMST Development Co.,Ltd. to Report Q3, 2024 Results on Oct 26, 2024CMST Development Co.,Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.048 (vs CN¥0.046 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.048 (up from CN¥0.046 in 2Q 2023). Revenue: CN¥16.5b (down 11% from 2Q 2023). Net income: CN¥103.7m (up 1.9% from 2Q 2023). Profit margin: 0.6% (up from 0.5% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 28CMST Development Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024CMST Development Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
Declared Dividend • Jun 01Dividend of CN¥0.13 announcedShareholders will receive a dividend of CN¥0.13. Ex-date: 6th June 2024 Payment date: 6th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.041 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.041 in 1Q 2023). Revenue: CN¥13.9b (down 6.1% from 1Q 2023). Net income: CN¥273.9m (up 211% from 1Q 2023). Profit margin: 2.0% (up from 0.6% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 20Full year 2023 earnings released: EPS: CN¥0.36 (vs CN¥0.29 in FY 2022)Full year 2023 results: EPS: CN¥0.36 (up from CN¥0.29 in FY 2022). Revenue: CN¥67.3b (down 12% from FY 2022). Net income: CN¥786.6m (up 23% from FY 2022). Profit margin: 1.2% (up from 0.8% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 20CMST Development Co.,Ltd., Annual General Meeting, May 09, 2024CMST Development Co.,Ltd., Annual General Meeting, May 09, 2024, at 09:30 China Standard Time. Location: Tower A, Building 2, Yard No. 5, Fenghuangzui Street, Fengtai District, Beijing China
お知らせ • Mar 29CMST Development Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024CMST Development Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥5.19, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 22x in the Logistics industry in China. Total returns to shareholders of 22% over the past three years.
Buy Or Sell Opportunity • Jan 25Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥5.08. The fair value is estimated to be CN¥4.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years, while earnings per share has been flat.
お知らせ • Dec 29CMST Development Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 19, 2024CMST Development Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 19, 2024
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.009 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.07 (up from CN¥0.009 in 3Q 2022). Revenue: CN¥16.5b (down 16% from 3Q 2022). Net income: CN¥151.3m (up CN¥131.0m from 3Q 2022). Profit margin: 0.9% (up from 0.1% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.046 (vs CN¥0.054 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.046 (down from CN¥0.054 in 2Q 2022). Revenue: CN¥18.7b (down 19% from 2Q 2022). Net income: CN¥101.8m (down 13% from 2Q 2022). Profit margin: 0.5% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 16Full year 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.41 in FY 2021)Full year 2022 results: EPS: CN¥0.30 (down from CN¥0.41 in FY 2021). Revenue: CN¥76.8b (up 2.0% from FY 2021). Net income: CN¥640.5m (down 27% from FY 2021). Profit margin: 0.8% (down from 1.2% in FY 2021). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.05, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 21x in the Logistics industry in China. Total returns to shareholders of 36% over the past three years.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Guanjiang Gao was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.009 (vs CN¥0.23 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.009 (down from CN¥0.23 in 3Q 2021). Revenue: CN¥19.8b (down 2.7% from 3Q 2021). Net income: CN¥20.3m (down 96% from 3Q 2021). Profit margin: 0.1% (down from 2.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.054 (vs CN¥0.044 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.054 (up from CN¥0.044 in 2Q 2021). Revenue: CN¥22.9b (up 15% from 2Q 2021). Net income: CN¥116.4m (up 21% from 2Q 2021). Profit margin: 0.5% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.15 (vs CN¥0.024 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.15 (up from CN¥0.024 in 1Q 2021). Revenue: CN¥15.8b (up 20% from 1Q 2021). Net income: CN¥325.9m (up CN¥274.1m from 1Q 2021). Profit margin: 2.1% (up from 0.4% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Wen Hu Liu was the last independent director to join the board, commencing their role in 2003. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥6.52, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 25x in the Logistics industry in China. Total loss to shareholders of 7.7% over the past three years.
Reported Earnings • Apr 02Full year 2021 earnings released: EPS: CN¥0.41 (vs CN¥0.26 in FY 2020)Full year 2021 results: EPS: CN¥0.41 (up from CN¥0.26 in FY 2020). Revenue: CN¥75.2b (up 54% from FY 2020). Net income: CN¥881.0m (up 55% from FY 2020). Profit margin: 1.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥5.99, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 22x in the Logistics industry in China. Total returns to shareholders of 11% over the past three years.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.23 (vs CN¥0.069 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥20.3b (up 49% from 3Q 2020). Net income: CN¥499.4m (up 234% from 3Q 2020). Profit margin: 2.5% (up from 1.1% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥6.01, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 24x in the Logistics industry in China. Total loss to shareholders of 12% over the past three years.
Reported Earnings • Aug 28Second quarter 2021 earnings released: EPS CN¥0.044 (vs CN¥0.039 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥20.0b (up 63% from 2Q 2020). Net income: CN¥96.3m (up 13% from 2Q 2020). Profit margin: 0.5% (down from 0.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥6.39, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 23x in the Logistics industry in China. Total loss to shareholders of 3.1% over the past three years.
Reported Earnings • May 03First quarter 2021 earnings released: EPS CN¥0.024 (vs CN¥0.017 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥13.2b (up 78% from 1Q 2020). Net income: CN¥51.8m (up 41% from 1Q 2020). Profit margin: 0.4% (down from 0.5% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 11Full year 2020 earnings released: EPS CN¥0.26 (vs CN¥0.13 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥48.8b (up 21% from FY 2019). Net income: CN¥566.8m (up 103% from FY 2019). Profit margin: 1.2% (up from 0.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 05New 90-day high: CN¥4.96The company is up 8.0% from its price of CN¥4.61 on 30 September 2020. The Chinese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 3.0% over the same period.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥287.4m, down 57% from the prior year. Total revenue was CN¥40.4b over the last 12 months, up 1.3% from the prior year.
Is New 90 Day High Low • Oct 26New 90-day low: CN¥4.60The company is down 7.0% from its price of CN¥4.94 on 28 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 13% over the same period.
Is New 90 Day High Low • Oct 01New 90-day low: CN¥4.61The company is down 1.0% from its price of CN¥4.66 on 03 July 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 21% over the same period.