SJM Holdings(3MG)株式概要SJMホールディングス・リミテッドは投資持株会社で、マカオでカジノと総合エンターテインメント・リゾートを所有、開発、運営している。 詳細3MG ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績0/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より59%で取引されている 収益は年間44.39%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、3MG 、リスクは検出されなかった。すべてのリスクチェックを見る3MG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.2145.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-8b49b2016201920222025202620282031Revenue HK$30.3bEarnings HK$2.4bAdvancedSet Fair ValueView all narrativesSJM Holdings Limited 競合他社ZEAL NetworkSymbol: XTRA:TIMAMarket cap: €962.2mAngler GamingSymbol: DB:0QMMarket cap: €321.7mTUISymbol: XTRA:TUI1Market cap: €3.3bbet-at-home.comSymbol: XTRA:ACXMarket cap: €20.9m価格と性能株価の高値、安値、推移の概要SJM Holdings過去の株価現在の株価HK$0.2152週高値HK$0.3752週安値HK$0.20ベータ0.671ヶ月の変化-3.60%3ヶ月変化-16.41%1年変化-13.71%3年間の変化-44.27%5年間の変化-77.47%IPOからの変化-12.65%最新ニュース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. 5 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Norman Ho 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 • Apr 24SJM Holdings Limited to Report Q1, 2026 Results on May 07, 2026SJM Holdings Limited announced that they will report Q1, 2026 results at 9:30 AM, China Standard Time on May 07, 2026お知らせ • Mar 05SJM Holdings Limited, Annual General Meeting, Jun 09, 2026SJM Holdings Limited, Annual General Meeting, Jun 09, 2026.お知らせ • Feb 23SJM Holdings Limited to Report Fiscal Year 2025 Results on Mar 05, 2026SJM Holdings Limited announced that they will report fiscal year 2025 results on Mar 05, 2026お知らせ • Oct 31SJM Holdings Limited to Report Q3, 2025 Results on Nov 12, 2025SJM Holdings Limited announced that they will report Q3, 2025 results at 9:30 AM, China Standard Time on Nov 12, 2025お知らせ • Aug 18SJM Holdings Limited to Report First Half, 2025 Results on Aug 28, 2025SJM Holdings Limited announced that they will report first half, 2025 results on Aug 28, 2025最新情報をもっと見る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. 5 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Norman Ho 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 • Apr 24SJM Holdings Limited to Report Q1, 2026 Results on May 07, 2026SJM Holdings Limited announced that they will report Q1, 2026 results at 9:30 AM, China Standard Time on May 07, 2026お知らせ • Mar 05SJM Holdings Limited, Annual General Meeting, Jun 09, 2026SJM Holdings Limited, Annual General Meeting, Jun 09, 2026.お知らせ • Feb 23SJM Holdings Limited to Report Fiscal Year 2025 Results on Mar 05, 2026SJM Holdings Limited announced that they will report fiscal year 2025 results on Mar 05, 2026お知らせ • Oct 31SJM Holdings Limited to Report Q3, 2025 Results on Nov 12, 2025SJM Holdings Limited announced that they will report Q3, 2025 results at 9:30 AM, China Standard Time on Nov 12, 2025お知らせ • Aug 18SJM Holdings Limited to Report First Half, 2025 Results on Aug 28, 2025SJM Holdings Limited announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Apr 15SJM Holdings Limited to Report Q1, 2025 Results on Apr 29, 2025SJM Holdings Limited announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Mar 04SJM Holdings Limited, Annual General Meeting, Jun 10, 2025SJM Holdings Limited, Annual General Meeting, Jun 10, 2025.お知らせ • Feb 20SJM Holdings Limited to Report Fiscal Year 2024 Final Results on Mar 04, 2025SJM Holdings Limited announced that they will report fiscal year 2024 final results on Mar 04, 2025お知らせ • Nov 02SJM Holdings Limited to Report Q3, 2024 Results on Nov 12, 2024SJM Holdings Limited announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Sep 29First half 2024 earnings released: HK$0.023 loss per share (vs HK$0.18 loss in 1H 2023)First half 2024 results: HK$0.023 loss per share (improved from HK$0.18 loss in 1H 2023). Revenue: HK$13.8b (up 47% from 1H 2023). Net loss: HK$162.4m (loss narrowed 87% from 1H 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 28First half 2024 earnings released: HK$0.023 loss per share (vs HK$0.18 loss in 1H 2023)First half 2024 results: HK$0.023 loss per share (improved from HK$0.18 loss in 1H 2023). Revenue: HK$13.8b (up 47% from 1H 2023). Net loss: HK$162.4m (loss narrowed 87% from 1H 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Aug 15SJM Holdings Limited to Report Q2, 2024 Results on Aug 27, 2024SJM Holdings Limited announced that they will report Q2, 2024 results on Aug 27, 2024Recent Insider Transactions • Jul 10Executive Chairman recently bought €69k worth of stockOn the 2nd of July, Chiu Fung Ho bought around 220k shares on-market at roughly €0.31 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.2m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €4.6m worth in shares.お知らせ • Jun 27SJM Holdings Limited Announces Board and Committee ChangesThe Board of SJM Holdings Limited announced that: Mr. Tse Hau Yin did not seek for re-election and ceased to act as an Independent Non- executive Director of the Company upon his retirement from the Board at the conclusion of the 2024 AGM; Upon retirement as Independent Non-executive Director of the Company at the conclusion of the 2024 AGM, Mr. Tse also ceased to be the Chairman of Audit Committee and a member of Nomination Committee and Remuneration Committee of the Board of the Company; Mr. Tse has been appointed as an Advisor of the Company and continues to act as the chairman of Supervisory Committee of SJM Resorts, S.A. and its certain subsidiaries in Macau after his retirement at the conclusion of the 2024 AGM; and Mr. Ho Hau Chong, Norman has been re-designated from a member to the Chairman of Audit Committee of the Board of the Company with effect from the conclusion of the 2024 AGM.Recent Insider Transactions • Jun 03Executive Chairman recently bought €507k worth of stockOn the 29th of May, Chiu Fung Ho bought around 1m shares on-market at roughly €0.35 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.2m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €4.3m worth in shares.Recent Insider Transactions • May 20Executive Chairman recently bought €932k worth of stockOn the 14th of May, Chiu Fung Ho bought around 3m shares on-market at roughly €0.36 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.2m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €3.1m worth in shares.お知らせ • Apr 28SJM Holdings Limited to Report Q1, 2024 Results on May 09, 2024SJM Holdings Limited announced that they will report Q1, 2024 results on May 09, 2024Reported Earnings • Mar 07Full year 2023 earnings released: HK$0.28 loss per share (vs HK$1.23 loss in FY 2022)Full year 2023 results: HK$0.28 loss per share (improved from HK$1.23 loss in FY 2022). Revenue: HK$21.6b (up 224% from FY 2022). Net loss: HK$2.01b (loss narrowed 74% from FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Hospitality industry in Germany. 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 38% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 07SJM Holdings Limited, Annual General Meeting, Jun 26, 2024SJM Holdings Limited, Annual General Meeting, Jun 26, 2024.お知らせ • Feb 24SJM Holdings Limited to Report Fiscal Year 2023 Results on Mar 06, 2024SJM Holdings Limited announced that they will report fiscal year 2023 results on Mar 06, 2024お知らせ • Dec 05SJM Holdings Limited Announces CFO Changes, Effective from 6 December 2023The board of directors of SJM Holdings Limited announced that, as a result of a management re-organisation, Mr. Toh Hup Hock ("Mr. Toh"), currently the Chief Financial Officer of the Company and the Chief Operating Officer (Finance and Development) of SJM Resorts, Limited will be appointed as the Chief Operating Officer of SJM Resorts with effect from 6 December 2023. The Board further announces that Mr. Ip Shih Ming, Christopher will be appointed as the Chief Financial Officer of the Company with effect from 6 December 2023 in view of Mr. Toh's redesignation as Chief Operating Officer of SJM Resorts. Mr. Ip, aged 54, has extensive experience in the businesses of investments, real estate transactions and corporate finance. Prior to joining the Company, he was an executive director and Chief Financial Officer of The Hongkong and Shanghai Hotels, Limited from January 2021 to March 2023. He had held senior management positions in the Jardine Matheson Group previously, Morgan Stanley and Deutsche Bank respectively. Mr. Ip holds a Bachelor of Arts degree in International Relations from Brown University, U.S.A. and a Master of Business Administration degree from London Business School, the United Kingdom.お知らせ • Nov 04SJM Holdings Limited to Report Q3, 2023 Results on Nov 14, 2023SJM Holdings Limited announced that they will report Q3, 2023 results on Nov 14, 2023Reported Earnings • Aug 22First half 2023 earnings released: HK$0.18 loss per share (vs HK$0.48 loss in 1H 2022)First half 2023 results: HK$0.18 loss per share (improved from HK$0.48 loss in 1H 2022). Revenue: HK$9.36b (up 127% from 1H 2022). Net loss: HK$1.26b (loss narrowed 54% from 1H 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.お知らせ • Aug 10SJM Holdings Limited to Report Q2, 2023 Results on Aug 21, 2023SJM Holdings Limited announced that they will report Q2, 2023 results on Aug 21, 2023お知らせ • Jun 16+ 1 more updateSJM Holdings Limited Announces the Resignation of So Shu Fai as Chief Executive OfficerThe board of directors of SJM Holdings Limited announced that Dr. So Shu Fai (Dr. So) ceased to act as Chief Executive Officer at the conclusion of the 2023 AGM held on June 15, 2023.Buying Opportunity • May 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €0.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 53% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 215% in a year. Earnings is forecast to grow by 74% in the next year.Reported Earnings • Mar 09Full year 2022 earnings released: HK$1.23 loss per share (vs HK$0.73 loss in FY 2021)Full year 2022 results: HK$1.23 loss per share (further deteriorated from HK$0.73 loss in FY 2021). Revenue: HK$6.68b (down 34% from FY 2021). Net loss: HK$7.80b (loss widened 88% from FY 2021). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Non-Executive Director Norman Ho was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 20SJM Holdings Limited to Report Q3, 2022 Results on Oct 31, 2022SJM Holdings Limited announced that they will report Q3, 2022 results on Oct 31, 2022お知らせ • Sep 22SJM Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 2.954351 billion.SJM Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 2.954351 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 1,420,361,073 Price\Range: HKD 2.08 Transaction Features: Rights OfferingRecent Insider Transactions • Sep 10Executive Chairman recently bought €76k worth of stockOn the 2nd of September, Chiu Fung Ho bought around 1m shares on-market at roughly €0.069 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €3.5m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €3.6m worth in shares.Recent Insider Transactions • Aug 20Executive Vice Chairman & CEO recently sold €10m worth of stockOn the 15th of August, Shu Fai So sold around 29m shares on-market at roughly €0.36 per share. This was the largest sale by an insider in the last 3 months. Shu Fai has been a seller over the last 12 months, reducing personal holdings by €11m.Reported Earnings • Aug 03First half 2022 earnings released: HK$0.48 loss per share (vs HK$0.26 loss in 1H 2021)First half 2022 results: HK$0.48 loss per share (down from HK$0.26 loss in 1H 2021). Revenue: HK$4.13b (down 21% from 1H 2021). Net loss: HK$2.76b (loss widened 88% from 1H 2021). Over the next year, revenue is forecast to grow 86%, compared to a 709% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Jul 21SJM Holdings Limited to Report First Half, 2022 Results on Aug 01, 2022SJM Holdings Limited announced that they will report first half, 2022 results on Aug 01, 2022お知らせ • Jun 16SJM Holdings Limited Announces Directorate and Committee ChangesThe board of directors of SJM Holdings Limited announced that: Mr. Ng Chi Sing ceased to act as a Non-executive Director of the Company upon his retirement from the Board at the conclusion of the annual general meeting of the Company held on 15 June 2022 as Mr. Ng did not seek for re-election; and Mr. Chau Tak Hay ceased to act as an Independent Non-executive Director of the Company upon his retirement from the Board at the conclusion of the 2022 AGM as Mr. Chau did not seek for re-election. The Board of the Company announced that Mr. Ho Hau Chong, Norman has been elected as an Independent Non-executive Director of the Company at the 2022 AGM with effect from 15 June 2022 upon conclusion of the 2022 AGM. Mr. Ho Hau Chong, Norman, aged 66, has extensive skills, knowledge and professional experience in accounting and finance, mergers and acquisitions, risk management, strategic planning and various business sectors, including property development and investment, hotel management and transportation services. Mr. Ho is an executive director of Honorway Investments Limited and Tak Hung (Holding) Company, Limited and has over 30 years of experience in management and property development. Mr. Ho is currently an executive director of Miramar Hotel and Investment Company, Limited and Vision Values Holdings Limited. He is also an independent non-executive director of Shun Tak Holdings Limited, Hong Kong Ferry (Holdings) Company Limited and Lee Hing Development Limited, which are all listed on the Main Board of The Stock Exchange of Hong Kong Limited. Mr. Ho graduated from the University of Exeter in the United Kingdom with a Bachelors of Arts degree in 1976. He has also obtained professional qualification in accounting. Mr. Ho is currently a member of the Institute of Chartered Accountants in England and Wales and a fellow member of the Hong Kong Institute of Chartered Public Accountants. The board announced that Mr. Chau, upon retirement as an Independent Non-executive Director of the Company at the conclusion of the 2022 AGM, ceased to act as a member of the Audit Committee and the Nomination Committee as well as the Chairman of the Remuneration Committee of the Board of the Company; Mr. Ho has been appointed as a member of the Audit Committee, the Nomination Committee and the Remuneration Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM; Ms. Wong Yu Pok, Marina has been re-designated from a member to the Chairman of the Remuneration Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM; Deputada Leong On Kei, Angela ceased to act as a member of the Nomination Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM; and Mr. Fok Tsun Ting, Timothy has been appointed as a member of the Nomination Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Howard Yeung was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 23Full year 2021 earnings released: HK$0.73 loss per share (vs HK$0.53 loss in FY 2020)Full year 2021 results: HK$0.73 loss per share (down from HK$0.53 loss in FY 2020). Revenue: HK$10.1b (up 34% from FY 2020). Net loss: HK$4.14b (loss widened 37% from FY 2020). Over the next year, revenue is forecast to grow 61%, compared to a 114% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 01Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: HK$0.73 loss per share (down from HK$0.53 loss in FY 2020). Revenue: HK$10.1b (up 34% from FY 2020). Net loss: HK$4.14b (loss widened 37% from FY 2020). Revenue missed analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 65%, compared to a 108% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Mar 01SJM Holdings Limited, Annual General Meeting, Jun 15, 2022SJM Holdings Limited, Annual General Meeting, Jun 15, 2022.お知らせ • Feb 17SJM Holdings Limited to Report Fiscal Year 2021 Results on Feb 28, 2022SJM Holdings Limited announced that they will report fiscal year 2021 results on Feb 28, 2022Recent Insider Transactions • Oct 01Executive Co-Chairman recently bought €116k worth of stockOn the 28th of September, On Kei Leong bought around 200k shares on-market at roughly €0.58 per share. In the last 3 months, there was an even bigger purchase from another insider worth €711k. On Kei has been a buyer over the last 12 months, purchasing a net total of €230k worth in shares.Recent Insider Transactions • Aug 17Executive Chairman recently bought €711k worth of stockOn the 11th of August, Chiu Fung Ho bought around 1m shares on-market at roughly €0.71 per share. This was the largest purchase by an insider in the last 3 months. This was Chiu Fung's only on-market trade for the last 12 months.Reported Earnings • Aug 04First half 2021 earnings released: HK$0.26 loss per share (vs HK$0.25 loss in 1H 2020)The company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: HK$5.22b (up 19% from 1H 2020). Net loss: HK$1.47b (loss widened 3.8% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.Executive Departure • Jun 05Independent Non-Executive Director Lai Him Shek has left the companyOn the 28th of May, Lai Him Shek's tenure as Independent Non-Executive Director ended. As of March 2021, Lai Him still personally held 200.00k shares (€156k worth at the time). A total of 2 executives have left over the last 12 months.Reported Earnings • Apr 24Full year 2020 earnings released: HK$0.53 loss per share (vs HK$0.57 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.51b (down 78% from FY 2019). Net loss: HK$3.02b (down 194% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Feb 24SJM Holdings Limited Not Recommend Any Payment of Final Dividend for the Year Ended 31 December 2020SJM Holdings Limited Board does not recommend any payment of final dividend for the year ended 31 December 2020 (2019: final dividend of 22 Hong Kong cents per ordinary share of the company).Reported Earnings • Feb 24Full year 2020 earnings released: HK$0.53 loss per share (vs HK$0.57 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.51b (down 78% from FY 2019). Net loss: HK$3.02b (down 194% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 24Revenue misses expectationsRevenue missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 325%, compared to a 27% growth forecast for the Hospitality industry in Germany.お知らせ • Feb 24SJM Holdings Limited, Annual General Meeting, Jun 08, 2021SJM Holdings Limited, Annual General Meeting, Jun 08, 2021, at 14:30 China Standard Time. Location: at Golden Restaurant, Macau Jockey Club (HK) Club House, 1st Floor China Merchants Tower, Shun Tak Centre, 168-200 Connaught Road Cantral Hong Kongお知らせ • Feb 10SJM Holdings Limited to Report Fiscal Year 2020 Final Results on Feb 23, 2021SJM Holdings Limited announced that they will report fiscal year 2020 final results on Feb 23, 2021Is New 90 Day High Low • Feb 02New 90-day low: €0.86The company is down 7.0% from its price of €0.92 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.13 per share.Is New 90 Day High Low • Jan 12New 90-day low: €0.86The company is down 4.0% from its price of €0.91 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.11 per share.お知らせ • Dec 31SJM Holdings Limited Announces Executive Changes, Effective 1 January 2021SJM Holdings Limited announced that McBain, Robert Earle will retire from his position as Chief Financial Officer of the Company with effect from 1 January 2021. Mr. McBain will be retained as an advisor to Sociedade de Jogos de Macau, S.A. The Board further announces that Mr. Toh Hup Hock will be appointed as Chief Financial Officer of the Company with effect from 1 January 2021. Mr. Toh, aged 55, is also Chief Operating Officer (Finance & Development) of SJMSA. Prior to joining the Company and SJMSA in October 2020, he was Chief Financial Officer of Shangri-La Asia Limited from April 2016 to March 2019.Is New 90 Day High Low • Dec 24New 90-day low: €0.87The company is down 12% from its price of €0.98 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.13 per share.お知らせ • Oct 17SJM Holdings Limited to Report Q3, 2020 Results on Oct 29, 2020SJM Holdings Limited announced that they will report Q3, 2020 results on Oct 29, 2020お知らせ • Jul 31SJM Holdings Limited Recommends No Interim Dividend for the Six Months Ended 30 June 2020SJM Holdings Limited announced that, the board does not recommend the payment of an interim dividend for the six months ended 30 June 2020 against dividend of HK 8 cents per ordinary share paid a year ago.お知らせ • Jul 18SJM Holdings Limited to Report First Half, 2020 Results on Jul 28, 2020SJM Holdings Limited announced that they will report first half, 2020 results on Jul 28, 2020株主還元3MGDE HospitalityDE 市場7D4.9%8.0%3.2%1Y-13.7%21.1%2.5%株主還元を見る業界別リターン: 3MG過去 1 年間で21.1 % の収益を上げたGerman Hospitality業界を下回りました。リターン対市場: 3MGは、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is 3MG's price volatile compared to industry and market?3MG volatility3MG Average Weekly Movement5.6%Hospitality Industry Average Movement6.7%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: 3MG 、 German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: 3MGの 週次ボラティリティ ( 6% ) 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200620,400n/awww.sjmholdings.com投資持株会社であるSJMホールディングス・リミテッドは、マカオでカジノと総合エンターテインメント・リゾートを所有、開発、運営している。ゲーミング事業、ホテル・ケータリング・小売・賃貸事業の2つのセグメントで事業を展開している。ゲーミング事業部門は、ローリング、ノンローリング、エレクトロニックゲームのゲーミング事業を行っている。ホテル・ケータリング・小売・リース事業は、ホテルの運営・管理、ケータリング、リース、小売、および関連業務を行っている。マーケティング・プロモーション、不動産開発準備、カジノ運営管理、浚渫、顧客、小売、人事・プロジェクト管理、ショッピングモール管理、飲食、財務、ホスピタリティサービスを提供している。同社は2006年に法人化され、香港のセントラルに本拠を置く。SJMホールディングスはマカオ観光・ダイバーソンス協会の子会社である。もっと見るSJM Holdings Limited 基礎のまとめSJM Holdings の収益と売上を時価総額と比較するとどうか。3MG 基礎統計学時価総額€1.48b収益(TTM)-€47.17m売上高(TTM)€3.10b0.5xP/Sレシオ-31.3xPER(株価収益率3MG 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3MG 損益計算書(TTM)収益HK$28.17b売上原価HK$12.22b売上総利益HK$15.95bその他の費用HK$16.38b収益-HK$429.00m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益(EPS)-0.06グロス・マージン56.63%純利益率-1.52%有利子負債/自己資本比率214.6%3MG 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2026/05/22 22:58終値2026/05/22 00:00収益2025/12/31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SJM Holdings Limited 11 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。30 アナリスト機関Phoebe TseBarclaysVitaly UmanskyBernsteinKarl ChoiBofA Global Research27 その他のアナリストを表示
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. 5 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Norman Ho 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 • Apr 24SJM Holdings Limited to Report Q1, 2026 Results on May 07, 2026SJM Holdings Limited announced that they will report Q1, 2026 results at 9:30 AM, China Standard Time on May 07, 2026
お知らせ • Mar 05SJM Holdings Limited, Annual General Meeting, Jun 09, 2026SJM Holdings Limited, Annual General Meeting, Jun 09, 2026.
お知らせ • Feb 23SJM Holdings Limited to Report Fiscal Year 2025 Results on Mar 05, 2026SJM Holdings Limited announced that they will report fiscal year 2025 results on Mar 05, 2026
お知らせ • Oct 31SJM Holdings Limited to Report Q3, 2025 Results on Nov 12, 2025SJM Holdings Limited announced that they will report Q3, 2025 results at 9:30 AM, China Standard Time on Nov 12, 2025
お知らせ • Aug 18SJM Holdings Limited to Report First Half, 2025 Results on Aug 28, 2025SJM Holdings Limited announced that they will report first half, 2025 results on Aug 28, 2025
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. 5 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Norman Ho 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 • Apr 24SJM Holdings Limited to Report Q1, 2026 Results on May 07, 2026SJM Holdings Limited announced that they will report Q1, 2026 results at 9:30 AM, China Standard Time on May 07, 2026
お知らせ • Mar 05SJM Holdings Limited, Annual General Meeting, Jun 09, 2026SJM Holdings Limited, Annual General Meeting, Jun 09, 2026.
お知らせ • Feb 23SJM Holdings Limited to Report Fiscal Year 2025 Results on Mar 05, 2026SJM Holdings Limited announced that they will report fiscal year 2025 results on Mar 05, 2026
お知らせ • Oct 31SJM Holdings Limited to Report Q3, 2025 Results on Nov 12, 2025SJM Holdings Limited announced that they will report Q3, 2025 results at 9:30 AM, China Standard Time on Nov 12, 2025
お知らせ • Aug 18SJM Holdings Limited to Report First Half, 2025 Results on Aug 28, 2025SJM Holdings Limited announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Apr 15SJM Holdings Limited to Report Q1, 2025 Results on Apr 29, 2025SJM Holdings Limited announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Mar 04SJM Holdings Limited, Annual General Meeting, Jun 10, 2025SJM Holdings Limited, Annual General Meeting, Jun 10, 2025.
お知らせ • Feb 20SJM Holdings Limited to Report Fiscal Year 2024 Final Results on Mar 04, 2025SJM Holdings Limited announced that they will report fiscal year 2024 final results on Mar 04, 2025
お知らせ • Nov 02SJM Holdings Limited to Report Q3, 2024 Results on Nov 12, 2024SJM Holdings Limited announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Sep 29First half 2024 earnings released: HK$0.023 loss per share (vs HK$0.18 loss in 1H 2023)First half 2024 results: HK$0.023 loss per share (improved from HK$0.18 loss in 1H 2023). Revenue: HK$13.8b (up 47% from 1H 2023). Net loss: HK$162.4m (loss narrowed 87% from 1H 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 28First half 2024 earnings released: HK$0.023 loss per share (vs HK$0.18 loss in 1H 2023)First half 2024 results: HK$0.023 loss per share (improved from HK$0.18 loss in 1H 2023). Revenue: HK$13.8b (up 47% from 1H 2023). Net loss: HK$162.4m (loss narrowed 87% from 1H 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Aug 15SJM Holdings Limited to Report Q2, 2024 Results on Aug 27, 2024SJM Holdings Limited announced that they will report Q2, 2024 results on Aug 27, 2024
Recent Insider Transactions • Jul 10Executive Chairman recently bought €69k worth of stockOn the 2nd of July, Chiu Fung Ho bought around 220k shares on-market at roughly €0.31 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.2m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €4.6m worth in shares.
お知らせ • Jun 27SJM Holdings Limited Announces Board and Committee ChangesThe Board of SJM Holdings Limited announced that: Mr. Tse Hau Yin did not seek for re-election and ceased to act as an Independent Non- executive Director of the Company upon his retirement from the Board at the conclusion of the 2024 AGM; Upon retirement as Independent Non-executive Director of the Company at the conclusion of the 2024 AGM, Mr. Tse also ceased to be the Chairman of Audit Committee and a member of Nomination Committee and Remuneration Committee of the Board of the Company; Mr. Tse has been appointed as an Advisor of the Company and continues to act as the chairman of Supervisory Committee of SJM Resorts, S.A. and its certain subsidiaries in Macau after his retirement at the conclusion of the 2024 AGM; and Mr. Ho Hau Chong, Norman has been re-designated from a member to the Chairman of Audit Committee of the Board of the Company with effect from the conclusion of the 2024 AGM.
Recent Insider Transactions • Jun 03Executive Chairman recently bought €507k worth of stockOn the 29th of May, Chiu Fung Ho bought around 1m shares on-market at roughly €0.35 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.2m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €4.3m worth in shares.
Recent Insider Transactions • May 20Executive Chairman recently bought €932k worth of stockOn the 14th of May, Chiu Fung Ho bought around 3m shares on-market at roughly €0.36 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.2m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €3.1m worth in shares.
お知らせ • Apr 28SJM Holdings Limited to Report Q1, 2024 Results on May 09, 2024SJM Holdings Limited announced that they will report Q1, 2024 results on May 09, 2024
Reported Earnings • Mar 07Full year 2023 earnings released: HK$0.28 loss per share (vs HK$1.23 loss in FY 2022)Full year 2023 results: HK$0.28 loss per share (improved from HK$1.23 loss in FY 2022). Revenue: HK$21.6b (up 224% from FY 2022). Net loss: HK$2.01b (loss narrowed 74% from FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Hospitality industry in Germany. 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 38% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 07SJM Holdings Limited, Annual General Meeting, Jun 26, 2024SJM Holdings Limited, Annual General Meeting, Jun 26, 2024.
お知らせ • Feb 24SJM Holdings Limited to Report Fiscal Year 2023 Results on Mar 06, 2024SJM Holdings Limited announced that they will report fiscal year 2023 results on Mar 06, 2024
お知らせ • Dec 05SJM Holdings Limited Announces CFO Changes, Effective from 6 December 2023The board of directors of SJM Holdings Limited announced that, as a result of a management re-organisation, Mr. Toh Hup Hock ("Mr. Toh"), currently the Chief Financial Officer of the Company and the Chief Operating Officer (Finance and Development) of SJM Resorts, Limited will be appointed as the Chief Operating Officer of SJM Resorts with effect from 6 December 2023. The Board further announces that Mr. Ip Shih Ming, Christopher will be appointed as the Chief Financial Officer of the Company with effect from 6 December 2023 in view of Mr. Toh's redesignation as Chief Operating Officer of SJM Resorts. Mr. Ip, aged 54, has extensive experience in the businesses of investments, real estate transactions and corporate finance. Prior to joining the Company, he was an executive director and Chief Financial Officer of The Hongkong and Shanghai Hotels, Limited from January 2021 to March 2023. He had held senior management positions in the Jardine Matheson Group previously, Morgan Stanley and Deutsche Bank respectively. Mr. Ip holds a Bachelor of Arts degree in International Relations from Brown University, U.S.A. and a Master of Business Administration degree from London Business School, the United Kingdom.
お知らせ • Nov 04SJM Holdings Limited to Report Q3, 2023 Results on Nov 14, 2023SJM Holdings Limited announced that they will report Q3, 2023 results on Nov 14, 2023
Reported Earnings • Aug 22First half 2023 earnings released: HK$0.18 loss per share (vs HK$0.48 loss in 1H 2022)First half 2023 results: HK$0.18 loss per share (improved from HK$0.48 loss in 1H 2022). Revenue: HK$9.36b (up 127% from 1H 2022). Net loss: HK$1.26b (loss narrowed 54% from 1H 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 10SJM Holdings Limited to Report Q2, 2023 Results on Aug 21, 2023SJM Holdings Limited announced that they will report Q2, 2023 results on Aug 21, 2023
お知らせ • Jun 16+ 1 more updateSJM Holdings Limited Announces the Resignation of So Shu Fai as Chief Executive OfficerThe board of directors of SJM Holdings Limited announced that Dr. So Shu Fai (Dr. So) ceased to act as Chief Executive Officer at the conclusion of the 2023 AGM held on June 15, 2023.
Buying Opportunity • May 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €0.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 53% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 215% in a year. Earnings is forecast to grow by 74% in the next year.
Reported Earnings • Mar 09Full year 2022 earnings released: HK$1.23 loss per share (vs HK$0.73 loss in FY 2021)Full year 2022 results: HK$1.23 loss per share (further deteriorated from HK$0.73 loss in FY 2021). Revenue: HK$6.68b (down 34% from FY 2021). Net loss: HK$7.80b (loss widened 88% from FY 2021). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Non-Executive Director Norman Ho was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 20SJM Holdings Limited to Report Q3, 2022 Results on Oct 31, 2022SJM Holdings Limited announced that they will report Q3, 2022 results on Oct 31, 2022
お知らせ • Sep 22SJM Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 2.954351 billion.SJM Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 2.954351 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 1,420,361,073 Price\Range: HKD 2.08 Transaction Features: Rights Offering
Recent Insider Transactions • Sep 10Executive Chairman recently bought €76k worth of stockOn the 2nd of September, Chiu Fung Ho bought around 1m shares on-market at roughly €0.069 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €3.5m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €3.6m worth in shares.
Recent Insider Transactions • Aug 20Executive Vice Chairman & CEO recently sold €10m worth of stockOn the 15th of August, Shu Fai So sold around 29m shares on-market at roughly €0.36 per share. This was the largest sale by an insider in the last 3 months. Shu Fai has been a seller over the last 12 months, reducing personal holdings by €11m.
Reported Earnings • Aug 03First half 2022 earnings released: HK$0.48 loss per share (vs HK$0.26 loss in 1H 2021)First half 2022 results: HK$0.48 loss per share (down from HK$0.26 loss in 1H 2021). Revenue: HK$4.13b (down 21% from 1H 2021). Net loss: HK$2.76b (loss widened 88% from 1H 2021). Over the next year, revenue is forecast to grow 86%, compared to a 709% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 21SJM Holdings Limited to Report First Half, 2022 Results on Aug 01, 2022SJM Holdings Limited announced that they will report first half, 2022 results on Aug 01, 2022
お知らせ • Jun 16SJM Holdings Limited Announces Directorate and Committee ChangesThe board of directors of SJM Holdings Limited announced that: Mr. Ng Chi Sing ceased to act as a Non-executive Director of the Company upon his retirement from the Board at the conclusion of the annual general meeting of the Company held on 15 June 2022 as Mr. Ng did not seek for re-election; and Mr. Chau Tak Hay ceased to act as an Independent Non-executive Director of the Company upon his retirement from the Board at the conclusion of the 2022 AGM as Mr. Chau did not seek for re-election. The Board of the Company announced that Mr. Ho Hau Chong, Norman has been elected as an Independent Non-executive Director of the Company at the 2022 AGM with effect from 15 June 2022 upon conclusion of the 2022 AGM. Mr. Ho Hau Chong, Norman, aged 66, has extensive skills, knowledge and professional experience in accounting and finance, mergers and acquisitions, risk management, strategic planning and various business sectors, including property development and investment, hotel management and transportation services. Mr. Ho is an executive director of Honorway Investments Limited and Tak Hung (Holding) Company, Limited and has over 30 years of experience in management and property development. Mr. Ho is currently an executive director of Miramar Hotel and Investment Company, Limited and Vision Values Holdings Limited. He is also an independent non-executive director of Shun Tak Holdings Limited, Hong Kong Ferry (Holdings) Company Limited and Lee Hing Development Limited, which are all listed on the Main Board of The Stock Exchange of Hong Kong Limited. Mr. Ho graduated from the University of Exeter in the United Kingdom with a Bachelors of Arts degree in 1976. He has also obtained professional qualification in accounting. Mr. Ho is currently a member of the Institute of Chartered Accountants in England and Wales and a fellow member of the Hong Kong Institute of Chartered Public Accountants. The board announced that Mr. Chau, upon retirement as an Independent Non-executive Director of the Company at the conclusion of the 2022 AGM, ceased to act as a member of the Audit Committee and the Nomination Committee as well as the Chairman of the Remuneration Committee of the Board of the Company; Mr. Ho has been appointed as a member of the Audit Committee, the Nomination Committee and the Remuneration Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM; Ms. Wong Yu Pok, Marina has been re-designated from a member to the Chairman of the Remuneration Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM; Deputada Leong On Kei, Angela ceased to act as a member of the Nomination Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM; and Mr. Fok Tsun Ting, Timothy has been appointed as a member of the Nomination Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Howard Yeung was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 23Full year 2021 earnings released: HK$0.73 loss per share (vs HK$0.53 loss in FY 2020)Full year 2021 results: HK$0.73 loss per share (down from HK$0.53 loss in FY 2020). Revenue: HK$10.1b (up 34% from FY 2020). Net loss: HK$4.14b (loss widened 37% from FY 2020). Over the next year, revenue is forecast to grow 61%, compared to a 114% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 01Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: HK$0.73 loss per share (down from HK$0.53 loss in FY 2020). Revenue: HK$10.1b (up 34% from FY 2020). Net loss: HK$4.14b (loss widened 37% from FY 2020). Revenue missed analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 65%, compared to a 108% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 01SJM Holdings Limited, Annual General Meeting, Jun 15, 2022SJM Holdings Limited, Annual General Meeting, Jun 15, 2022.
お知らせ • Feb 17SJM Holdings Limited to Report Fiscal Year 2021 Results on Feb 28, 2022SJM Holdings Limited announced that they will report fiscal year 2021 results on Feb 28, 2022
Recent Insider Transactions • Oct 01Executive Co-Chairman recently bought €116k worth of stockOn the 28th of September, On Kei Leong bought around 200k shares on-market at roughly €0.58 per share. In the last 3 months, there was an even bigger purchase from another insider worth €711k. On Kei has been a buyer over the last 12 months, purchasing a net total of €230k worth in shares.
Recent Insider Transactions • Aug 17Executive Chairman recently bought €711k worth of stockOn the 11th of August, Chiu Fung Ho bought around 1m shares on-market at roughly €0.71 per share. This was the largest purchase by an insider in the last 3 months. This was Chiu Fung's only on-market trade for the last 12 months.
Reported Earnings • Aug 04First half 2021 earnings released: HK$0.26 loss per share (vs HK$0.25 loss in 1H 2020)The company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: HK$5.22b (up 19% from 1H 2020). Net loss: HK$1.47b (loss widened 3.8% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
Executive Departure • Jun 05Independent Non-Executive Director Lai Him Shek has left the companyOn the 28th of May, Lai Him Shek's tenure as Independent Non-Executive Director ended. As of March 2021, Lai Him still personally held 200.00k shares (€156k worth at the time). A total of 2 executives have left over the last 12 months.
Reported Earnings • Apr 24Full year 2020 earnings released: HK$0.53 loss per share (vs HK$0.57 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.51b (down 78% from FY 2019). Net loss: HK$3.02b (down 194% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Feb 24SJM Holdings Limited Not Recommend Any Payment of Final Dividend for the Year Ended 31 December 2020SJM Holdings Limited Board does not recommend any payment of final dividend for the year ended 31 December 2020 (2019: final dividend of 22 Hong Kong cents per ordinary share of the company).
Reported Earnings • Feb 24Full year 2020 earnings released: HK$0.53 loss per share (vs HK$0.57 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.51b (down 78% from FY 2019). Net loss: HK$3.02b (down 194% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 24Revenue misses expectationsRevenue missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 325%, compared to a 27% growth forecast for the Hospitality industry in Germany.
お知らせ • Feb 24SJM Holdings Limited, Annual General Meeting, Jun 08, 2021SJM Holdings Limited, Annual General Meeting, Jun 08, 2021, at 14:30 China Standard Time. Location: at Golden Restaurant, Macau Jockey Club (HK) Club House, 1st Floor China Merchants Tower, Shun Tak Centre, 168-200 Connaught Road Cantral Hong Kong
お知らせ • Feb 10SJM Holdings Limited to Report Fiscal Year 2020 Final Results on Feb 23, 2021SJM Holdings Limited announced that they will report fiscal year 2020 final results on Feb 23, 2021
Is New 90 Day High Low • Feb 02New 90-day low: €0.86The company is down 7.0% from its price of €0.92 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.13 per share.
Is New 90 Day High Low • Jan 12New 90-day low: €0.86The company is down 4.0% from its price of €0.91 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.11 per share.
お知らせ • Dec 31SJM Holdings Limited Announces Executive Changes, Effective 1 January 2021SJM Holdings Limited announced that McBain, Robert Earle will retire from his position as Chief Financial Officer of the Company with effect from 1 January 2021. Mr. McBain will be retained as an advisor to Sociedade de Jogos de Macau, S.A. The Board further announces that Mr. Toh Hup Hock will be appointed as Chief Financial Officer of the Company with effect from 1 January 2021. Mr. Toh, aged 55, is also Chief Operating Officer (Finance & Development) of SJMSA. Prior to joining the Company and SJMSA in October 2020, he was Chief Financial Officer of Shangri-La Asia Limited from April 2016 to March 2019.
Is New 90 Day High Low • Dec 24New 90-day low: €0.87The company is down 12% from its price of €0.98 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.13 per share.
お知らせ • Oct 17SJM Holdings Limited to Report Q3, 2020 Results on Oct 29, 2020SJM Holdings Limited announced that they will report Q3, 2020 results on Oct 29, 2020
お知らせ • Jul 31SJM Holdings Limited Recommends No Interim Dividend for the Six Months Ended 30 June 2020SJM Holdings Limited announced that, the board does not recommend the payment of an interim dividend for the six months ended 30 June 2020 against dividend of HK 8 cents per ordinary share paid a year ago.
お知らせ • Jul 18SJM Holdings Limited to Report First Half, 2020 Results on Jul 28, 2020SJM Holdings Limited announced that they will report first half, 2020 results on Jul 28, 2020