View ValuationKinetic Development Group 将来の成長Future 基準チェック /56Kinetic Development Group利益と収益がそれぞれ年間27.9%と13.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23% 27.1%なると予測されています。主要情報27.9%収益成長率27.08%EPS成長率Oil and Gas 収益成長4.2%収益成長率13.7%将来の株主資本利益率23.00%アナリストカバレッジLow最終更新日28 Mar 2026今後の成長に関する最新情報お知らせ • Jul 06Kinetic Development Group Limited Provides Earnings Guidance for the Six Months Ended 30 June 2023Kinetic Development Group Limited provided earnings guidance for the six months ended 30 June 2023. For the period, based on the preliminary review of the unaudited management accounts of the Group for the six months ended 30 June 2023, the net profit of the Group for the six months ended 30 June 2023 is expected to decrease by not less than 50% as compared to the six months ended 30 June 2022, which is mainly attributable to (i) a decrease in the coal production volume caused by slower mining progress, resulting from geological fault structure encountered in underground mining; and (ii) a decrease in the coal price resulting from the volatile coal market.お知らせ • Jun 23Kinetic Development Group Limited Provides Earnings Guidance for the Six Months Ended 30 June 2022Kinetic Development Group Limited provided earnings guidance for the six months ended 30 June 2022. For the period, based on the preliminary review of the unaudited management accounts of the Group for the five months ended 31 May 2022, the net profit of the Group for the six months ended 30 June 2022 is expected to increase by not less than 30% over the corresponding period in 2021, mainly attributable to a further increase in the demand for coal due to the global increase in gas prices and electricity demand, which resulted in an increase in the sale price of the Group's coal products as compared to the corresponding period last year.すべての更新を表示Recent updatesRecent Insider Transactions • 12hCEO & Executive Director recently bought HK$1.4m worth of stockOn the 10th of June, Bo Li bought around 824k shares on-market at roughly HK$1.71 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Bo has been a buyer over the last 12 months, purchasing a net total of HK$1.7m worth in shares.ライブニュース • Jun 10Kinetic Development Group Raises HK$309 Million to Advance African Mining ProjectsKinetic Development Group has raised about HK$313.6 million through a share placing to independent investors, with net proceeds of roughly HK$309.3 million. The company plans to use a portion of the funds to support mining and transportation operations in South Africa and to provide working capital to its 51% owned subsidiary MC Mining Limited. Additional capital will go toward financing a rutile mine project in Sierra Leone, with remaining proceeds earmarked for general working capital and other project developments across its mining portfolio. The fresh capital gives Kinetic Development more financial flexibility to progress multiple mining projects across different African jurisdictions. Investors may want to pay close attention to how efficiently this new capital is allocated, as execution on South African operations, MC Mining and the Sierra Leone rutile project will influence the outcomes of this fundraising.お知らせ • Jun 05Kinetic Development Group Limited has filed a Follow-on Equity Offering in the amount of HKD 313.5898 million.Kinetic Development Group Limited has filed a Follow-on Equity Offering in the amount of HKD 313.5898 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 169,508,000 Price\Range: HKD 1.85 Transaction Features: Subsequent Direct ListingValuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 476% over the past three years.Recent Insider Transactions • May 26Executive Chairman recently bought HK$522k worth of stockOn the 22nd of May, Wenzhong Ju bought around 300k shares on-market at roughly HK$1.74 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$958k worth in shares.Upcoming Dividend • May 15Upcoming dividend of HK$0.06 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 30 September 2026. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 6.0%. Lower than top quartile of Hong Kong dividend payers (6.7%). Higher than average of industry peers (4.9%).Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$2.37, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 509% over the past three years.New Risk • Apr 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 125% Dividend yield: 6.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 125% Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).Recent Insider Transactions • Mar 28Executive Chairman recently bought HK$436k worth of stockOn the 26th of March, Wenzhong Ju bought around 200k shares on-market at roughly HK$2.18 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$986k worth in shares.Reported Earnings • Mar 26Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.11 (down from CN¥0.25 in FY 2024). Revenue: CN¥5.29b (down 6.4% from FY 2024). Net income: CN¥895.8m (down 57% from FY 2024). Profit margin: 17% (down from 37% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.Declared Dividend • Mar 26Dividend of HK$0.06 announcedShareholders will receive a dividend of HK$0.06. Ex-date: 22nd May 2026 Payment date: 30th September 2026 Dividend yield will be 5.0%, which is lower than the industry average of 9.0%. Sustainability & Growth The dividend has increased by an average of 30% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 87% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 25Kinetic Development Group Limited, Annual General Meeting, May 20, 2026Kinetic Development Group Limited, Annual General Meeting, May 20, 2026.お知らせ • Mar 11Kinetic Development Group Limited to Report Fiscal Year 2025 Results on Mar 24, 2026Kinetic Development Group Limited announced that they will report fiscal year 2025 results on Mar 24, 2026New Risk • Mar 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (28% net profit margin).Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$2.26, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 500% over the past three years.分析記事 • Feb 03Kinetic Development Group Limited's (HKG:1277) Share Price Boosted 30% But Its Business Prospects Need A Lift TooKinetic Development Group Limited ( HKG:1277 ) shareholders would be excited to see that the share price has had a...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$1.57, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 9x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 323% over the past three years.分析記事 • Dec 16Why Investors Shouldn't Be Surprised By Kinetic Development Group Limited's (HKG:1277) 25% Share Price PlungeKinetic Development Group Limited ( HKG:1277 ) shares have retraced a considerable 25% in the last month, reversing a...Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$1.64, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 10x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 365% over the past three years.分析記事 • Oct 10Lacklustre Performance Is Driving Kinetic Development Group Limited's (HKG:1277) Low P/EKinetic Development Group Limited's ( HKG:1277 ) price-to-earnings (or "P/E") ratio of 7x might make it look like a buy...分析記事 • Sep 14Is Kinetic Development Group (HKG:1277) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Declared Dividend • Aug 30Dividend of HK$0.05 announcedShareholders will receive a dividend of HK$0.05. Ex-date: 2nd September 2025 Payment date: 27th February 2026 Dividend yield will be 11%, which is higher than the industry average of 9.0%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 35% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 23First half 2025 earnings released: EPS: CN¥0.067 (vs CN¥0.13 in 1H 2024)First half 2025 results: EPS: CN¥0.067 (down from CN¥0.13 in 1H 2024). Revenue: CN¥2.51b (flat on 1H 2024). Net income: CN¥561.6m (down 49% from 1H 2024). Profit margin: 22% (down from 43% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.New Risk • Aug 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 28% Last year net profit margin: 45% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (28% net profit margin).お知らせ • Aug 09Kinetic Development Group Limited to Report First Half, 2025 Results on Aug 20, 2025Kinetic Development Group Limited announced that they will report first half, 2025 results on Aug 20, 2025分析記事 • Jul 02Lacklustre Performance Is Driving Kinetic Development Group Limited's (HKG:1277) Low P/EWith a price-to-earnings (or "P/E") ratio of 4.3x Kinetic Development Group Limited ( HKG:1277 ) may be sending very...お知らせ • May 20Kinetic Development Group Limited Approves Final Dividend for the Year Ended December 31, 2024Kinetic Development Group Limited at its Annual General Meeting held on May 20, 2025, approved to declare a final dividend of HKD 0.045 per share for the year ended December 31, 2024.Upcoming Dividend • May 20Upcoming dividend of HK$0.045 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 32% and the cash payout ratio is 82%. Trailing yield: 16%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (8.0%).お知らせ • Apr 18Kinetic Development Group Limited Appoints Wang Lanlan as Joint Company Secretary with Effect from 17 April 2025The board of directors of Kinetic Development Group Limited announced that Ms. Wang Lanlan (‘ Ms. Wang ‘) has been appointed as a joint company secretary with effect from 17 April 2025. Ms. Wang will work with Mr. Chong Yuk Fai (‘Mr. Chong’) as joint company secretaries. Ms. Wang, aged 43, joined the Group in March 2019 and is currently the chief financial officer and vice president of the Group, and is in charge of the Group's financial and treasury management, financing and tax planning, preparation of accounting and audit work, corporate governance and compliance, establishment of incentive plans, and participation in merger and acquisition activities of the Group. Ms. Wang is also the president and a director of Kinetic (Asia) Limited, a subsidiary of the Company. Ms. Wang has also been appointed as a non-executive director of MC Mining Limited, effective on 15 April 2025. The shares of MC Mining Limited are listed on the Australian Securities Exchange and the Johannesburg Stock Exchange. Ms. Wang accumulated over 10 years of experience in corporate finance, listing and asset appraisal. Prior to joining the Group, she served as a senior project manager at Jones Lang LaSalle (Beijing) Consultants Limited from April 2006 to June 2011, during which she participated in more than 30 listing and acquisition projects of enterprises based in the People's Republic of China and listed in Hong Kong. She served as an investor relations director of China New Material Technology Holdings Limited from July 2011 to December 2014; a vice president of Chuang Xin (China) Group Limited from August 2015 to September 2017; and a vice president of investor relations at China Binary New Fintech Group (a company previously listed on GEM of The Stock Exchange of Hong Kong Limited from December 2017 to March 2019. Ms. Wang obtained a master's degree in business administration from the Fudan University and The University of Hong Kong in 2016. The Company has appointed Ms. Wang as a joint company secretary together with Mr. Chong, in order to enhance internal control and compliance and facilitate more efficient internal communications.Recent Insider Transactions • Apr 11Executive Chairman recently bought HK$550k worth of stockOn the 7th of April, Wenzhong Ju bought around 500k shares on-market at roughly HK$1.10 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$590k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$4.1m worth in shares.Reported Earnings • Mar 26Full year 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.25 in FY 2023)Full year 2024 results: EPS: CN¥0.25 (up from CN¥0.25 in FY 2023). Revenue: CN¥5.66b (up 19% from FY 2023). Net income: CN¥2.11b (up 1.5% from FY 2023). Profit margin: 37% (down from 44% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • Mar 25Kinetic Development Group Limited, Annual General Meeting, May 20, 2025Kinetic Development Group Limited, Annual General Meeting, May 20, 2025.Upcoming Dividend • Mar 24Upcoming dividend of HK$0.035 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (7.7%).New Risk • Mar 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Mar 13Kinetic Development Group Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Kinetic Development Group Limited announced that they will report fiscal year 2024 results on Mar 25, 2025お知らせ • Feb 06Kinetic Development Group Limited Announces Change of Company SecretaryThe board of directors of Kinetic Development Group Limited announced that Ms. Cheng Lucy has tendered her resignation as the company secretary of the Company with effect from 6 February 2025. The Board announced that Mr. Chong Yuk Fai has been appointed as the Company Secretary with effect from 6 February 2025. Mr. Chong, aged 44, has over 15 years of experience in accounting, corporate finance and company secretarial functions. Prior to joining the Company, Mr. Chong worked at an international accounting firm providing assurance services and held positions at several listed companies in Hong Kong, where Mr. Chong was responsible for financial management and company secretarial functions. Mr. Chong holds a bachelor's degree in Accounting and Finance from The University of Hong Kong and is a member of the Hong Kong Institute of Certified Public Accountants.Recent Insider Transactions • Jan 15Executive Chairman recently bought HK$590k worth of stockOn the 13th of January, Wenzhong Ju bought around 500k shares on-market at roughly HK$1.18 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$3.5m worth in shares.お知らせ • Jan 14Kinetic Development Group Limited (SEHK:1277) acquired Seedlife Holding Limited from Seedland Smart Service Group Limited.Kinetic Development Group Limited (SEHK:1277) signed a letter of intent to acquire Seedlife Holding Limited from Seedland Smart Service Group Limited for CNY 423 million on June 6, 2024. A cash consideration of CNY 25 million will be paid by Kinetic Development Group Limited. Kinetic Development Group Limited (SEHK:1277) signed Share Purchase Agreement on September 6, 2024. Kinetic Development Group Limited (SEHK:1277) signed Share Purchase Supplemental Agreement on November 12, 2024. The transaction is subject to approval of regulatory board, approval of shareholders and consummation of due diligence investigation. The consent of governmental authority have been duly obtained. As of January 3, 2025, shareholders of Kinetic Development approved the transaction. Kinetic Development Group Limited (SEHK:1277) completed the acquisition of Seedlife Holding Limited from Seedland Smart Service Group Limited on January 13, 2025.分析記事 • Dec 23Here's Why Kinetic Development Group (HKG:1277) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Dec 08We Think Kinetic Development Group (HKG:1277) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to HK$1.77, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 10x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 364% over the past three years.分析記事 • Sep 23Market Might Still Lack Some Conviction On Kinetic Development Group Limited (HKG:1277) Even After 27% Share Price BoostDespite an already strong run, Kinetic Development Group Limited ( HKG:1277 ) shares have been powering on, with a gain...Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$1.46, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 8x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 294% over the past three years.Recent Insider Transactions • Sep 12Executive Chairman recently bought HK$550k worth of stockOn the 9th of September, Wenzhong Ju bought around 500k shares on-market at roughly HK$1.10 per share. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$934k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.4m worth in shares.Recent Insider Transactions • Aug 28Executive Chairman recently bought HK$590k worth of stockOn the 27th of August, Wenzhong Ju bought around 500k shares on-market at roughly HK$1.18 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$687k worth in shares.Upcoming Dividend • Aug 24Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 14 November 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 7.0%. Lower than top quartile of Hong Kong dividend payers (8.3%). In line with average of industry peers (7.1%).Reported Earnings • Aug 23First half 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.068 in 1H 2023)First half 2024 results: EPS: CN¥0.13 (up from CN¥0.068 in 1H 2023). Revenue: CN¥2.53b (up 70% from 1H 2023). Net income: CN¥1.10b (up 92% from 1H 2023). Profit margin: 43% (up from 38% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 21Kinetic Development Group Limited Declares Interim Dividend for the Six Months Ended 30 June 2024, Payable on 14 November 2024Kinetic Development Group Limited declared interim dividend of HKD 0.04 per share in respect of the six months ended 30 June 2024. Ex-dividend date: 30 August 2024, Record date: 05 September 2024, Payment date: 14 November 2024.Upcoming Dividend • Aug 16Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 09 September 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 6.7%. Lower than top quartile of Hong Kong dividend payers (8.2%). In line with average of industry peers (7.1%).お知らせ • Aug 14Kinetic Development Group Limited Announces Special Dividend, Payable on September 09, 2024Kinetic Development Group Limited announced special dividend of HKD 0.04 per share. Ex-dividend date is August 23, 2024; Record date is August 29, 2024; Payment date is September 09, 2024.お知らせ • Aug 05Kinetic Development Group Limited to Report First Half, 2024 Results on Aug 19, 2024Kinetic Development Group Limited announced that they will report first half, 2024 results on Aug 19, 2024Buy Or Sell Opportunity • Jul 25Now 23% undervaluedOver the last 90 days, the stock has risen 13% to HK$1.02. The fair value is estimated to be HK$1.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 16%.Buy Or Sell Opportunity • Jul 09Now 20% undervaluedOver the last 90 days, the stock has risen 25% to HK$1.05. The fair value is estimated to be HK$1.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 16%.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$1.13, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 252% over the past three years.Buy Or Sell Opportunity • May 31Now 23% undervaluedOver the last 90 days, the stock has risen 49% to HK$1.00. The fair value is estimated to be HK$1.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 16%.分析記事 • May 13The Market Lifts Kinetic Development Group Limited (HKG:1277) Shares 28% But It Can Do MoreKinetic Development Group Limited ( HKG:1277 ) shares have continued their recent momentum with a 28% gain in the last...Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to HK$1.15, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 299% over the past three years.お知らせ • May 08Kinetic Development Group Limited Approves Final Dividend for the Year Ended 31 December 2023Kinetic Development Group Limited at its annual general meeting held on 7 May 2024, approved to declare a final dividend of HKD 0.05 per share for the year ended 31 December 2023.Upcoming Dividend • May 03Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 10 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 8.7%. Within top quartile of Hong Kong dividend payers (8.0%). Higher than average of industry peers (7.0%).Upcoming Dividend • Apr 16Upcoming dividend of HK$0.03 per shareEligible shareholders must have bought the stock before 23 April 2024. Payment date: 07 May 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of Hong Kong dividend payers (8.2%). Higher than average of industry peers (6.9%).お知らせ • Apr 11+ 1 more updateKinetic Development Group Limited, Annual General Meeting, May 07, 2024Kinetic Development Group Limited, Annual General Meeting, May 07, 2024, at 14:00 China Standard Time. Location: 18/F, 80 Gloucester Road, Wan Chai Hong Kong Agenda: To receive and consider the audited consolidated financial statements of the Company and its subsidiaries and the reports of the directors and the auditors of the Company for the year ended 31 December 2023; to declare a final dividend of HKD 0.05 per share for the year ended 31 December 2023; to re-elect Mr. Li Bo as an executive director of the Company; to re-elect Mr. Chen Liangnuan as an independent non-executive director of the Company; to re-elect Ms. Xue Hui as an independent non-executive director of the Company; to authorise the board of directors to fix the remuneration of the directors of the Company; and to consider other matters.分析記事 • Mar 26These 4 Measures Indicate That Kinetic Development Group (HKG:1277) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 26Full year 2023 earnings released: EPS: CN¥0.25 (vs CN¥0.32 in FY 2022)Full year 2023 results: EPS: CN¥0.25 (down from CN¥0.32 in FY 2022). Revenue: CN¥4.75b (down 23% from FY 2022). Net income: CN¥2.08b (down 22% from FY 2022). Profit margin: 44% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.お知らせ • Mar 09Kinetic Development Group Limited to Report Fiscal Year 2023 Results on Mar 25, 2024Kinetic Development Group Limited announced that they will report fiscal year 2023 results on Mar 25, 2024Upcoming Dividend • Dec 14Upcoming dividend of HK$0.04 per share at 18% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 18%. Within top quartile of Hong Kong dividend payers (8.5%). Higher than average of industry peers (11%).お知らせ • Dec 08Kinetic Development Group Limited Declares Special Dividend, Payable on or around 8 January 2024The Board of Kinetic Development Group Limited announced that it has resolved the declaration and payment of the Special Dividend of HKD 0.04 per share of the Company, to be payable to the shareholders of the Company whose names appear on the Company's register of members at the close of business on 29 December 2023. It is expected that the Special Dividend will be paid in cash on or around 8 January 2024. For the purpose of determining the entitlement of the Special Dividend, the register of members of the Company will be closed from 27 December 2023 to 29 December 2023 (both days inclusive), during which period no transfer of shares of the Company will be registered.分析記事 • Nov 27Kinetic Development Group (HKG:1277) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Recent Insider Transactions • Nov 22CEO & Executive Director recently bought HK$94k worth of stockOn the 20th of November, Bo Li bought around 200k shares on-market at roughly HK$0.47 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Bo has been a buyer over the last 12 months, purchasing a net total of HK$981k worth in shares.Upcoming Dividend • Oct 03Upcoming dividend of HK$0.03 per share at 18% yieldEligible shareholders must have bought the stock before 09 October 2023. Payment date: 02 November 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 18%. Within top quartile of Hong Kong dividend payers (8.1%). Higher than average of industry peers (9.2%).お知らせ • Sep 09Kinetic Development Group Limited Declares Interim Dividend for the Six Months Ended 30 June 2023, Payable on November 2, 2023Kinetic Development Group Limited declared interim dividend of HKD 0.03 per share in respect of the six months ended 30 June 2023. The Company announced that the Interim Dividend will be payable to the holders of ordinary shares whose names appear on the register of members of the Company on 13 October 2023. The Company also announced that the payment date for interim dividend will be changed to November 2, 2023.Reported Earnings • Aug 26First half 2023 earnings released: EPS: CN¥0.068 (vs CN¥0.16 in 1H 2022)First half 2023 results: EPS: CN¥0.068 (down from CN¥0.16 in 1H 2022). Revenue: CN¥1.49b (down 50% from 1H 2022). Net income: CN¥570.2m (down 58% from 1H 2022). Profit margin: 38% (down from 45% in 1H 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 26Kinetic Development Group Limited Announces Interim Dividend for the Six Months Ended 30 June 2023, Payable on November 3, 2023Kinetic Development Group Limited announced interim dividend of HKD 0.03 per share for the six months ended 30 June 2023. Payment date: November 3, 2023.お知らせ • Aug 16Kinetic Development Group Limited to Report First Half, 2023 Results on Aug 25, 2023Kinetic Development Group Limited announced that they will report first half, 2023 results on Aug 25, 2023Recent Insider Transactions • Jul 22CEO & Executive Director recently bought HK$88k worth of stockOn the 18th of July, Bo Li bought around 200k shares on-market at roughly HK$0.44 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth HK$455k. Bo has been a buyer over the last 12 months, purchasing a net total of HK$1.0m worth in shares.Recent Insider Transactions • Jul 10Executive Chairman recently bought HK$455k worth of stockOn the 5th of July, Wenzhong Ju bought around 1m shares on-market at roughly HK$0.45 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$1.8m worth in shares.お知らせ • Jul 08Kinetic Development Group Limited Updates on Final Dividend for the Year Ended 31 December 202, Payable on 25 July 2023Kinetic Development Group Limited at its annual general meeting held on 22 May 2023 declared a final dividend of HKD 0.07 per share for the year ended 31 December 2022. Ex-dividend date 06 June 2023. Record date 12 June 2023. Payment date 25 July 2023.お知らせ • Jul 06Kinetic Development Group Limited Provides Earnings Guidance for the Six Months Ended 30 June 2023Kinetic Development Group Limited provided earnings guidance for the six months ended 30 June 2023. For the period, based on the preliminary review of the unaudited management accounts of the Group for the six months ended 30 June 2023, the net profit of the Group for the six months ended 30 June 2023 is expected to decrease by not less than 50% as compared to the six months ended 30 June 2022, which is mainly attributable to (i) a decrease in the coal production volume caused by slower mining progress, resulting from geological fault structure encountered in underground mining; and (ii) a decrease in the coal price resulting from the volatile coal market.分析記事 • Jun 19Kinetic Development Group (HKG:1277) Is Aiming To Keep Up Its Impressive ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Recent Insider Transactions • Jun 01CEO & Executive Director recently bought HK$305k worth of stockOn the 29th of May, Bo Li bought around 500k shares on-market at roughly HK$0.61 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Bo has been a buyer over the last 12 months, purchasing a net total of HK$930k worth in shares.Upcoming Dividend • May 30Upcoming dividend of HK$0.07 per share at 22% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 22%. Within top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (9.7%).お知らせ • May 23Kinetic Development Group Limited Declares Final Dividend for the Year Ended 31 December 2022Kinetic Development Group Limited at its annual general meeting held on 22 May 2023 declared a final dividend of HKD 0.07 per share for the year ended 31 December 2022.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: CN¥0.32 (vs CN¥0.29 in FY 2021)Full year 2022 results: EPS: CN¥0.32 (up from CN¥0.29 in FY 2021). Revenue: CN¥6.16b (up 10% from FY 2021). Net income: CN¥2.66b (up 7.9% from FY 2021). Profit margin: 43% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jan 09CEO & Executive Director recently bought HK$86k worth of stockOn the 3rd of January, Bo Li bought around 148k shares on-market at roughly HK$0.58 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth HK$205k. Bo has been a buyer over the last 12 months, purchasing a net total of HK$625k worth in shares.分析記事 • Dec 14Does Kinetic Development Group (HKG:1277) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Recent Insider Transactions • Nov 30Executive Chairman recently bought HK$174k worth of stockOn the 28th of November, Wenzhong Ju bought around 300k shares on-market at roughly HK$0.58 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$337k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.7m worth in shares.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, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non Executive Director Liangnuan Chen 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. Lack of board continuity.Recent Insider Transactions • Nov 06Executive Chairman recently bought HK$205k worth of stockOn the 31st of October, Wenzhong Ju bought around 360k shares on-market at roughly HK$0.57 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$337k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.5m worth in shares.分析記事 • Oct 22Here's Why We Think Kinetic Development Group (HKG:1277) Might Deserve Your Attention TodayIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Upcoming Dividend • Oct 14Upcoming dividend of HK$0.06 per shareEligible shareholders must have bought the stock before 21 October 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 18%. Within top quartile of Hong Kong dividend payers (9.2%). Higher than average of industry peers (12%).Recent Insider Transactions • Sep 30CEO & Executive Director recently bought HK$228k worth of stockOn the 27th of September, Bo Li bought around 350k shares on-market at roughly HK$0.65 per share. This transaction increased Bo's direct individual holding by 2x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth HK$455k. Bo has been a buyer over the last 12 months, purchasing a net total of HK$427k worth in shares.Recent Insider Transactions • Sep 02Executive Chairman recently bought HK$337k worth of stockOn the 31st of August, Wenzhong Ju bought around 510k shares on-market at roughly HK$0.66 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$896k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.1m worth in shares.お知らせ • Aug 31Kinetic Development Group Limited Announces Interim Dividend for the Six Months Ended 30 June 2022, Payable on November 15, 2022Kinetic Development Group Limited announced interim dividend of HKD 0.06 per share for the six months ended 30 June 2022. Ex-dividend date: 21 October 2022. Record date: 27 October 2022. Payment date: 15 November 2022.お知らせ • Aug 19Kinetic Development Group Limited Proposes an Interim Dividend Payable on or Before 30 November 2022Kinetic Development Group Limited announced that the Board of Directors proposed an interim dividend of HKD 6.0 cents per share payable to shareholders of the Company on or before 30 November 2022. The dates for closure of register of members of the Company for ascertaining shareholders' entitlement to receive the proposed interim dividend will be further announced. The total amount of the interim dividend to be distributed is estimated to be approximately RMB 432,555,000.Reported Earnings • Aug 19First half 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.11 in 1H 2021)First half 2022 results: EPS: CN¥0.16 (up from CN¥0.11 in 1H 2021). Revenue: CN¥3.01b (up 32% from 1H 2021). Net income: CN¥1.37b (up 48% from 1H 2021). Profit margin: 45% (up from 40% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jul 20Executive Chairman recently bought HK$455k worth of stockOn the 14th of July, Wenzhong Ju bought around 772k shares on-market at roughly HK$0.59 per share. In the last 3 months, they made an even bigger purchase worth HK$896k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.2m worth in shares.Board Change • Jun 23Less 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, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non Executive Director Liangnuan Chen 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. Lack of board continuity.お知らせ • Jun 23Kinetic Development Group Limited Provides Earnings Guidance for the Six Months Ended 30 June 2022Kinetic Development Group Limited provided earnings guidance for the six months ended 30 June 2022. For the period, based on the preliminary review of the unaudited management accounts of the Group for the five months ended 31 May 2022, the net profit of the Group for the six months ended 30 June 2022 is expected to increase by not less than 30% over the corresponding period in 2021, mainly attributable to a further increase in the demand for coal due to the global increase in gas prices and electricity demand, which resulted in an increase in the sale price of the Group's coal products as compared to the corresponding period last year.Recent Insider Transactions • Jun 23VP & Executive Director recently bought HK$110k worth of stockOn the 20th of June, Bo Li bought around 200k shares on-market at roughly HK$0.55 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$896k. Insiders have collectively bought HK$1.9m more in shares than they have sold in the last 12 months.お知らせ • Jun 17Kinetic Development Group Limited Announces Board ChangesThe board of directors of Kinetic Development Group Limited announced the following changes to the composition of the Board with effect from 16 June 2022: The Board announced that Mr. Zhang Li ("Mr. Zhang") has tendered his resignation as an executive Director of the Company with effect from 16 June 2022 in order to devote more time on his other personal and business endeavours. Accordingly, he ceased to be the chairman of the Board, as well as the chairman and member of the nomination committee with effect from 16 June 2022. Mr. Zhang has confirmed that there was no disagreement with the Board and there were no other matters regarding his resignation that would need to be brought to the attention to the shareholders of the Company. The Board announced that it has appointed Mr. Ji Kunpeng as an executive Director of the Company with effect with 16 June 2022. Mr. Ji, age 37, is appointed by the Board as an executive Director of the Company. Mr. Ji is a member of the senior management team of the Group, and is mainly responsible for the overall operation and management of potential mining projects targets of the Group. Mr. Ji joined the Group in October 2009, and has held a number of roles as manager and various management positions in the Group, including being the vice president of Kinetic (Qinhuangdao) Energy Company Limited and the deputy vice president of Inner Mongolia Zhunge'er Kinetic Mining Company Limited. He graduated from Beijing Union University in 2008 with a bachelor's degree in management. Pursuant to the service contract entered into between the Company and Mr. Ji, Mr. Ji is appointed as an executive Director for an initial term of three years commencing from 16 June 2022, provided that either party may terminate the service contract by three months' notice. The term of service of Mr. Li is subject to retirement by rotation in accordance with the articles of association of the Company as amended from time to time (the "Articles") and the Rules Governing the Listing of Securities on the Stock Exchange (the "Listing Rules"). Mr. Ji is entitled to receive a fixed director's remuneration of RMB 1,500,000 per annum and a discretionary bonus, which was recommended by the remuneration committee and determined by the Board, with reference to his responsibilities, experience and market rate of director's remuneration of listed companies of comparable size of operation. Following Mr. Zhang's resignation as an executive Director and cessation to act as the chairman of the Board as well as the chairman and a member of the nomination committee, the Board has appointed Mr. Ju Wenzhong ("Mr. Ju"), currently the chief executive officer of the Group (the "CEO") and an executive Director, as the chairman of the Board as well as chairman and a member of the nomination committee. At the same time, Mr. Ju will step down as the CEO. All of the above changes relating to Mr. Ju took effect from 16 June 2022. The Board further announced that Mr. Li Bo ("Mr. Li"), an executive Director, has been appointed as the CEO in place of Mr. Ju with effect from 16 June 2022. Mr. Ju, aged 53, has joined the Group since September 2010, and has been an executive Director and the chief executive officer of the Company since 28 May 2020. Mr. Ju is fully responsible for leading the production and sales of the Group. He serves in important positions in various companies in the Group. He obtained a professional qualification in precision machinery from the Department of Mechanical Engineering, Shenzhen University in July 1990. Prior to joining Group in September 2010, Mr. Ju served as a senior management and director in several companies. He served as the deputy general manager and media sales director of Guangdong One Generation Advertising Co. Ltd. from January 2000 to December 2002, and was mainly responsible for media sales in Shenzhen and Guangzhou, China. In addition, Mr. Ju served as the general manager of Guangzhou Frasar Advertising Co. Ltd. during the period from January 2003 to September 2006. He was the general manager and executive director of Guangzhou Universal Networks Co. Ltd. from October 2006 to August 2010. Mr. Li, age 40, is the vice president of the Group and the chairman of Inner Mongolia Zhunge'er Kinetic Coal Limited and is mainly responsible for the comprehensive planning and the management of the overall operations of the Group's Dafanpu Coal Mine. After joining the Group in October 2006, he held a number of roles as manager and various management positions in the Group. He graduated from the University of Science and Technology Beijing in 2004 with a bachelor's degree in management, and obtained a professional certificate of mining engineering from China University of Mining and Technology in 2016. Mr. Li obtained the title of Intermediate Registered Safety Engineer in November 2020 and the title of Senior Economist in December 2021.業績と収益の成長予測SEHK:1277 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20287,9542,4831,6922,688112/31/20277,3592,2541,5452,481112/31/20266,1441,8161,0071,833112/31/20255,2938968091,104N/A9/30/20255,4631,236N/AN/AN/A6/30/20255,6331,576N/AN/AN/A3/31/20255,6441,843N/AN/AN/A12/31/20245,6562,1101,8052,350N/A9/30/20245,7212,356N/AN/AN/A6/30/20245,7852,6032,0682,720N/A3/31/20245,2652,3401,6452,216N/A12/31/20234,7452,0781,2221,712N/A9/30/20234,6921,9749381,629N/A6/30/20234,6381,8696531,547N/A3/31/20235,3972,2671,4652,320N/A12/31/20226,1562,6652,2773,094N/A9/30/20226,2302,7882,6793,176N/A6/30/20226,3052,9123,0803,257N/A3/31/20225,9432,6902,9653,144N/A12/31/20215,5812,4692,8493,030N/A9/30/20214,7651,9292,4392,577N/A6/30/20213,9501,3882,0292,124N/A3/31/20213,4561,1021,5691,660N/A12/31/20202,9618151,1101,196N/A9/30/20202,8598099941,072N/A6/30/20202,757803878949N/A3/31/20202,746818822905N/A12/31/20192,736833767862N/A9/30/20192,653810N/A936N/A6/30/20192,570787N/A1,009N/A3/31/20192,507797N/A1,047N/A12/31/20182,443807N/A1,086N/A9/30/20182,303781N/A979N/A6/30/20182,162754N/A872N/A3/31/20181,956647N/A813N/A12/31/20171,750540N/A754N/A9/30/20171,620454N/A627N/A6/30/20171,491368N/A501N/A3/31/20171,271253N/A383N/A12/31/20161,051138N/A264N/A9/30/201698252N/A226N/A6/30/2016912-34N/A187N/A3/31/20161,044-18N/A197N/A12/31/20151,176-2N/A207N/A9/30/20151,10110N/A256N/A6/30/20151,02623N/A306N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1277の予測収益成長率 (年間27.9% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: 1277の収益 ( 27.9% ) はHong Kong市場 ( 12.6% ) よりも速いペースで成長すると予測されています。高成長収益: 1277の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 1277の収益 ( 13.7% ) Hong Kong市場 ( 8.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 1277の収益 ( 13.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1277の 自己資本利益率 は、3年後には高くなると予測されています ( 23 %)成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/12 05:29終値2026/06/12 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Kinetic Development Group Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Mengluan LiuGuosen Securities Co., Ltd.Chen ChenZhongtai Securities Co. Ltd.
お知らせ • Jul 06Kinetic Development Group Limited Provides Earnings Guidance for the Six Months Ended 30 June 2023Kinetic Development Group Limited provided earnings guidance for the six months ended 30 June 2023. For the period, based on the preliminary review of the unaudited management accounts of the Group for the six months ended 30 June 2023, the net profit of the Group for the six months ended 30 June 2023 is expected to decrease by not less than 50% as compared to the six months ended 30 June 2022, which is mainly attributable to (i) a decrease in the coal production volume caused by slower mining progress, resulting from geological fault structure encountered in underground mining; and (ii) a decrease in the coal price resulting from the volatile coal market.
お知らせ • Jun 23Kinetic Development Group Limited Provides Earnings Guidance for the Six Months Ended 30 June 2022Kinetic Development Group Limited provided earnings guidance for the six months ended 30 June 2022. For the period, based on the preliminary review of the unaudited management accounts of the Group for the five months ended 31 May 2022, the net profit of the Group for the six months ended 30 June 2022 is expected to increase by not less than 30% over the corresponding period in 2021, mainly attributable to a further increase in the demand for coal due to the global increase in gas prices and electricity demand, which resulted in an increase in the sale price of the Group's coal products as compared to the corresponding period last year.
Recent Insider Transactions • 12hCEO & Executive Director recently bought HK$1.4m worth of stockOn the 10th of June, Bo Li bought around 824k shares on-market at roughly HK$1.71 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Bo has been a buyer over the last 12 months, purchasing a net total of HK$1.7m worth in shares.
ライブニュース • Jun 10Kinetic Development Group Raises HK$309 Million to Advance African Mining ProjectsKinetic Development Group has raised about HK$313.6 million through a share placing to independent investors, with net proceeds of roughly HK$309.3 million. The company plans to use a portion of the funds to support mining and transportation operations in South Africa and to provide working capital to its 51% owned subsidiary MC Mining Limited. Additional capital will go toward financing a rutile mine project in Sierra Leone, with remaining proceeds earmarked for general working capital and other project developments across its mining portfolio. The fresh capital gives Kinetic Development more financial flexibility to progress multiple mining projects across different African jurisdictions. Investors may want to pay close attention to how efficiently this new capital is allocated, as execution on South African operations, MC Mining and the Sierra Leone rutile project will influence the outcomes of this fundraising.
お知らせ • Jun 05Kinetic Development Group Limited has filed a Follow-on Equity Offering in the amount of HKD 313.5898 million.Kinetic Development Group Limited has filed a Follow-on Equity Offering in the amount of HKD 313.5898 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 169,508,000 Price\Range: HKD 1.85 Transaction Features: Subsequent Direct Listing
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 476% over the past three years.
Recent Insider Transactions • May 26Executive Chairman recently bought HK$522k worth of stockOn the 22nd of May, Wenzhong Ju bought around 300k shares on-market at roughly HK$1.74 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$958k worth in shares.
Upcoming Dividend • May 15Upcoming dividend of HK$0.06 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 30 September 2026. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 6.0%. Lower than top quartile of Hong Kong dividend payers (6.7%). Higher than average of industry peers (4.9%).
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$2.37, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 509% over the past three years.
New Risk • Apr 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 125% Dividend yield: 6.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 125% Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).
Recent Insider Transactions • Mar 28Executive Chairman recently bought HK$436k worth of stockOn the 26th of March, Wenzhong Ju bought around 200k shares on-market at roughly HK$2.18 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$986k worth in shares.
Reported Earnings • Mar 26Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥0.11 (down from CN¥0.25 in FY 2024). Revenue: CN¥5.29b (down 6.4% from FY 2024). Net income: CN¥895.8m (down 57% from FY 2024). Profit margin: 17% (down from 37% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 26Dividend of HK$0.06 announcedShareholders will receive a dividend of HK$0.06. Ex-date: 22nd May 2026 Payment date: 30th September 2026 Dividend yield will be 5.0%, which is lower than the industry average of 9.0%. Sustainability & Growth The dividend has increased by an average of 30% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 87% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 25Kinetic Development Group Limited, Annual General Meeting, May 20, 2026Kinetic Development Group Limited, Annual General Meeting, May 20, 2026.
お知らせ • Mar 11Kinetic Development Group Limited to Report Fiscal Year 2025 Results on Mar 24, 2026Kinetic Development Group Limited announced that they will report fiscal year 2025 results on Mar 24, 2026
New Risk • Mar 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (28% net profit margin).
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$2.26, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 500% over the past three years.
分析記事 • Feb 03Kinetic Development Group Limited's (HKG:1277) Share Price Boosted 30% But Its Business Prospects Need A Lift TooKinetic Development Group Limited ( HKG:1277 ) shareholders would be excited to see that the share price has had a...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$1.57, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 9x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 323% over the past three years.
分析記事 • Dec 16Why Investors Shouldn't Be Surprised By Kinetic Development Group Limited's (HKG:1277) 25% Share Price PlungeKinetic Development Group Limited ( HKG:1277 ) shares have retraced a considerable 25% in the last month, reversing a...
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$1.64, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 10x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 365% over the past three years.
分析記事 • Oct 10Lacklustre Performance Is Driving Kinetic Development Group Limited's (HKG:1277) Low P/EKinetic Development Group Limited's ( HKG:1277 ) price-to-earnings (or "P/E") ratio of 7x might make it look like a buy...
分析記事 • Sep 14Is Kinetic Development Group (HKG:1277) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Declared Dividend • Aug 30Dividend of HK$0.05 announcedShareholders will receive a dividend of HK$0.05. Ex-date: 2nd September 2025 Payment date: 27th February 2026 Dividend yield will be 11%, which is higher than the industry average of 9.0%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 35% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 23First half 2025 earnings released: EPS: CN¥0.067 (vs CN¥0.13 in 1H 2024)First half 2025 results: EPS: CN¥0.067 (down from CN¥0.13 in 1H 2024). Revenue: CN¥2.51b (flat on 1H 2024). Net income: CN¥561.6m (down 49% from 1H 2024). Profit margin: 22% (down from 43% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
New Risk • Aug 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 28% Last year net profit margin: 45% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (28% net profit margin).
お知らせ • Aug 09Kinetic Development Group Limited to Report First Half, 2025 Results on Aug 20, 2025Kinetic Development Group Limited announced that they will report first half, 2025 results on Aug 20, 2025
分析記事 • Jul 02Lacklustre Performance Is Driving Kinetic Development Group Limited's (HKG:1277) Low P/EWith a price-to-earnings (or "P/E") ratio of 4.3x Kinetic Development Group Limited ( HKG:1277 ) may be sending very...
お知らせ • May 20Kinetic Development Group Limited Approves Final Dividend for the Year Ended December 31, 2024Kinetic Development Group Limited at its Annual General Meeting held on May 20, 2025, approved to declare a final dividend of HKD 0.045 per share for the year ended December 31, 2024.
Upcoming Dividend • May 20Upcoming dividend of HK$0.045 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 32% and the cash payout ratio is 82%. Trailing yield: 16%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (8.0%).
お知らせ • Apr 18Kinetic Development Group Limited Appoints Wang Lanlan as Joint Company Secretary with Effect from 17 April 2025The board of directors of Kinetic Development Group Limited announced that Ms. Wang Lanlan (‘ Ms. Wang ‘) has been appointed as a joint company secretary with effect from 17 April 2025. Ms. Wang will work with Mr. Chong Yuk Fai (‘Mr. Chong’) as joint company secretaries. Ms. Wang, aged 43, joined the Group in March 2019 and is currently the chief financial officer and vice president of the Group, and is in charge of the Group's financial and treasury management, financing and tax planning, preparation of accounting and audit work, corporate governance and compliance, establishment of incentive plans, and participation in merger and acquisition activities of the Group. Ms. Wang is also the president and a director of Kinetic (Asia) Limited, a subsidiary of the Company. Ms. Wang has also been appointed as a non-executive director of MC Mining Limited, effective on 15 April 2025. The shares of MC Mining Limited are listed on the Australian Securities Exchange and the Johannesburg Stock Exchange. Ms. Wang accumulated over 10 years of experience in corporate finance, listing and asset appraisal. Prior to joining the Group, she served as a senior project manager at Jones Lang LaSalle (Beijing) Consultants Limited from April 2006 to June 2011, during which she participated in more than 30 listing and acquisition projects of enterprises based in the People's Republic of China and listed in Hong Kong. She served as an investor relations director of China New Material Technology Holdings Limited from July 2011 to December 2014; a vice president of Chuang Xin (China) Group Limited from August 2015 to September 2017; and a vice president of investor relations at China Binary New Fintech Group (a company previously listed on GEM of The Stock Exchange of Hong Kong Limited from December 2017 to March 2019. Ms. Wang obtained a master's degree in business administration from the Fudan University and The University of Hong Kong in 2016. The Company has appointed Ms. Wang as a joint company secretary together with Mr. Chong, in order to enhance internal control and compliance and facilitate more efficient internal communications.
Recent Insider Transactions • Apr 11Executive Chairman recently bought HK$550k worth of stockOn the 7th of April, Wenzhong Ju bought around 500k shares on-market at roughly HK$1.10 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$590k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$4.1m worth in shares.
Reported Earnings • Mar 26Full year 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.25 in FY 2023)Full year 2024 results: EPS: CN¥0.25 (up from CN¥0.25 in FY 2023). Revenue: CN¥5.66b (up 19% from FY 2023). Net income: CN¥2.11b (up 1.5% from FY 2023). Profit margin: 37% (down from 44% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • Mar 25Kinetic Development Group Limited, Annual General Meeting, May 20, 2025Kinetic Development Group Limited, Annual General Meeting, May 20, 2025.
Upcoming Dividend • Mar 24Upcoming dividend of HK$0.035 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (7.7%).
New Risk • Mar 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Mar 13Kinetic Development Group Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Kinetic Development Group Limited announced that they will report fiscal year 2024 results on Mar 25, 2025
お知らせ • Feb 06Kinetic Development Group Limited Announces Change of Company SecretaryThe board of directors of Kinetic Development Group Limited announced that Ms. Cheng Lucy has tendered her resignation as the company secretary of the Company with effect from 6 February 2025. The Board announced that Mr. Chong Yuk Fai has been appointed as the Company Secretary with effect from 6 February 2025. Mr. Chong, aged 44, has over 15 years of experience in accounting, corporate finance and company secretarial functions. Prior to joining the Company, Mr. Chong worked at an international accounting firm providing assurance services and held positions at several listed companies in Hong Kong, where Mr. Chong was responsible for financial management and company secretarial functions. Mr. Chong holds a bachelor's degree in Accounting and Finance from The University of Hong Kong and is a member of the Hong Kong Institute of Certified Public Accountants.
Recent Insider Transactions • Jan 15Executive Chairman recently bought HK$590k worth of stockOn the 13th of January, Wenzhong Ju bought around 500k shares on-market at roughly HK$1.18 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$3.5m worth in shares.
お知らせ • Jan 14Kinetic Development Group Limited (SEHK:1277) acquired Seedlife Holding Limited from Seedland Smart Service Group Limited.Kinetic Development Group Limited (SEHK:1277) signed a letter of intent to acquire Seedlife Holding Limited from Seedland Smart Service Group Limited for CNY 423 million on June 6, 2024. A cash consideration of CNY 25 million will be paid by Kinetic Development Group Limited. Kinetic Development Group Limited (SEHK:1277) signed Share Purchase Agreement on September 6, 2024. Kinetic Development Group Limited (SEHK:1277) signed Share Purchase Supplemental Agreement on November 12, 2024. The transaction is subject to approval of regulatory board, approval of shareholders and consummation of due diligence investigation. The consent of governmental authority have been duly obtained. As of January 3, 2025, shareholders of Kinetic Development approved the transaction. Kinetic Development Group Limited (SEHK:1277) completed the acquisition of Seedlife Holding Limited from Seedland Smart Service Group Limited on January 13, 2025.
分析記事 • Dec 23Here's Why Kinetic Development Group (HKG:1277) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Dec 08We Think Kinetic Development Group (HKG:1277) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to HK$1.77, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 10x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 364% over the past three years.
分析記事 • Sep 23Market Might Still Lack Some Conviction On Kinetic Development Group Limited (HKG:1277) Even After 27% Share Price BoostDespite an already strong run, Kinetic Development Group Limited ( HKG:1277 ) shares have been powering on, with a gain...
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$1.46, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 8x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 294% over the past three years.
Recent Insider Transactions • Sep 12Executive Chairman recently bought HK$550k worth of stockOn the 9th of September, Wenzhong Ju bought around 500k shares on-market at roughly HK$1.10 per share. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$934k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.4m worth in shares.
Recent Insider Transactions • Aug 28Executive Chairman recently bought HK$590k worth of stockOn the 27th of August, Wenzhong Ju bought around 500k shares on-market at roughly HK$1.18 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$687k worth in shares.
Upcoming Dividend • Aug 24Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 14 November 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 7.0%. Lower than top quartile of Hong Kong dividend payers (8.3%). In line with average of industry peers (7.1%).
Reported Earnings • Aug 23First half 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.068 in 1H 2023)First half 2024 results: EPS: CN¥0.13 (up from CN¥0.068 in 1H 2023). Revenue: CN¥2.53b (up 70% from 1H 2023). Net income: CN¥1.10b (up 92% from 1H 2023). Profit margin: 43% (up from 38% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 21Kinetic Development Group Limited Declares Interim Dividend for the Six Months Ended 30 June 2024, Payable on 14 November 2024Kinetic Development Group Limited declared interim dividend of HKD 0.04 per share in respect of the six months ended 30 June 2024. Ex-dividend date: 30 August 2024, Record date: 05 September 2024, Payment date: 14 November 2024.
Upcoming Dividend • Aug 16Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 09 September 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 6.7%. Lower than top quartile of Hong Kong dividend payers (8.2%). In line with average of industry peers (7.1%).
お知らせ • Aug 14Kinetic Development Group Limited Announces Special Dividend, Payable on September 09, 2024Kinetic Development Group Limited announced special dividend of HKD 0.04 per share. Ex-dividend date is August 23, 2024; Record date is August 29, 2024; Payment date is September 09, 2024.
お知らせ • Aug 05Kinetic Development Group Limited to Report First Half, 2024 Results on Aug 19, 2024Kinetic Development Group Limited announced that they will report first half, 2024 results on Aug 19, 2024
Buy Or Sell Opportunity • Jul 25Now 23% undervaluedOver the last 90 days, the stock has risen 13% to HK$1.02. The fair value is estimated to be HK$1.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 16%.
Buy Or Sell Opportunity • Jul 09Now 20% undervaluedOver the last 90 days, the stock has risen 25% to HK$1.05. The fair value is estimated to be HK$1.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 16%.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$1.13, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 252% over the past three years.
Buy Or Sell Opportunity • May 31Now 23% undervaluedOver the last 90 days, the stock has risen 49% to HK$1.00. The fair value is estimated to be HK$1.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 16%.
分析記事 • May 13The Market Lifts Kinetic Development Group Limited (HKG:1277) Shares 28% But It Can Do MoreKinetic Development Group Limited ( HKG:1277 ) shares have continued their recent momentum with a 28% gain in the last...
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to HK$1.15, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 299% over the past three years.
お知らせ • May 08Kinetic Development Group Limited Approves Final Dividend for the Year Ended 31 December 2023Kinetic Development Group Limited at its annual general meeting held on 7 May 2024, approved to declare a final dividend of HKD 0.05 per share for the year ended 31 December 2023.
Upcoming Dividend • May 03Upcoming dividend of HK$0.05 per shareEligible shareholders must have bought the stock before 10 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 8.7%. Within top quartile of Hong Kong dividend payers (8.0%). Higher than average of industry peers (7.0%).
Upcoming Dividend • Apr 16Upcoming dividend of HK$0.03 per shareEligible shareholders must have bought the stock before 23 April 2024. Payment date: 07 May 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of Hong Kong dividend payers (8.2%). Higher than average of industry peers (6.9%).
お知らせ • Apr 11+ 1 more updateKinetic Development Group Limited, Annual General Meeting, May 07, 2024Kinetic Development Group Limited, Annual General Meeting, May 07, 2024, at 14:00 China Standard Time. Location: 18/F, 80 Gloucester Road, Wan Chai Hong Kong Agenda: To receive and consider the audited consolidated financial statements of the Company and its subsidiaries and the reports of the directors and the auditors of the Company for the year ended 31 December 2023; to declare a final dividend of HKD 0.05 per share for the year ended 31 December 2023; to re-elect Mr. Li Bo as an executive director of the Company; to re-elect Mr. Chen Liangnuan as an independent non-executive director of the Company; to re-elect Ms. Xue Hui as an independent non-executive director of the Company; to authorise the board of directors to fix the remuneration of the directors of the Company; and to consider other matters.
分析記事 • Mar 26These 4 Measures Indicate That Kinetic Development Group (HKG:1277) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 26Full year 2023 earnings released: EPS: CN¥0.25 (vs CN¥0.32 in FY 2022)Full year 2023 results: EPS: CN¥0.25 (down from CN¥0.32 in FY 2022). Revenue: CN¥4.75b (down 23% from FY 2022). Net income: CN¥2.08b (down 22% from FY 2022). Profit margin: 44% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Mar 09Kinetic Development Group Limited to Report Fiscal Year 2023 Results on Mar 25, 2024Kinetic Development Group Limited announced that they will report fiscal year 2023 results on Mar 25, 2024
Upcoming Dividend • Dec 14Upcoming dividend of HK$0.04 per share at 18% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 18%. Within top quartile of Hong Kong dividend payers (8.5%). Higher than average of industry peers (11%).
お知らせ • Dec 08Kinetic Development Group Limited Declares Special Dividend, Payable on or around 8 January 2024The Board of Kinetic Development Group Limited announced that it has resolved the declaration and payment of the Special Dividend of HKD 0.04 per share of the Company, to be payable to the shareholders of the Company whose names appear on the Company's register of members at the close of business on 29 December 2023. It is expected that the Special Dividend will be paid in cash on or around 8 January 2024. For the purpose of determining the entitlement of the Special Dividend, the register of members of the Company will be closed from 27 December 2023 to 29 December 2023 (both days inclusive), during which period no transfer of shares of the Company will be registered.
分析記事 • Nov 27Kinetic Development Group (HKG:1277) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Recent Insider Transactions • Nov 22CEO & Executive Director recently bought HK$94k worth of stockOn the 20th of November, Bo Li bought around 200k shares on-market at roughly HK$0.47 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Bo has been a buyer over the last 12 months, purchasing a net total of HK$981k worth in shares.
Upcoming Dividend • Oct 03Upcoming dividend of HK$0.03 per share at 18% yieldEligible shareholders must have bought the stock before 09 October 2023. Payment date: 02 November 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 18%. Within top quartile of Hong Kong dividend payers (8.1%). Higher than average of industry peers (9.2%).
お知らせ • Sep 09Kinetic Development Group Limited Declares Interim Dividend for the Six Months Ended 30 June 2023, Payable on November 2, 2023Kinetic Development Group Limited declared interim dividend of HKD 0.03 per share in respect of the six months ended 30 June 2023. The Company announced that the Interim Dividend will be payable to the holders of ordinary shares whose names appear on the register of members of the Company on 13 October 2023. The Company also announced that the payment date for interim dividend will be changed to November 2, 2023.
Reported Earnings • Aug 26First half 2023 earnings released: EPS: CN¥0.068 (vs CN¥0.16 in 1H 2022)First half 2023 results: EPS: CN¥0.068 (down from CN¥0.16 in 1H 2022). Revenue: CN¥1.49b (down 50% from 1H 2022). Net income: CN¥570.2m (down 58% from 1H 2022). Profit margin: 38% (down from 45% in 1H 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 26Kinetic Development Group Limited Announces Interim Dividend for the Six Months Ended 30 June 2023, Payable on November 3, 2023Kinetic Development Group Limited announced interim dividend of HKD 0.03 per share for the six months ended 30 June 2023. Payment date: November 3, 2023.
お知らせ • Aug 16Kinetic Development Group Limited to Report First Half, 2023 Results on Aug 25, 2023Kinetic Development Group Limited announced that they will report first half, 2023 results on Aug 25, 2023
Recent Insider Transactions • Jul 22CEO & Executive Director recently bought HK$88k worth of stockOn the 18th of July, Bo Li bought around 200k shares on-market at roughly HK$0.44 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth HK$455k. Bo has been a buyer over the last 12 months, purchasing a net total of HK$1.0m worth in shares.
Recent Insider Transactions • Jul 10Executive Chairman recently bought HK$455k worth of stockOn the 5th of July, Wenzhong Ju bought around 1m shares on-market at roughly HK$0.45 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$1.8m worth in shares.
お知らせ • Jul 08Kinetic Development Group Limited Updates on Final Dividend for the Year Ended 31 December 202, Payable on 25 July 2023Kinetic Development Group Limited at its annual general meeting held on 22 May 2023 declared a final dividend of HKD 0.07 per share for the year ended 31 December 2022. Ex-dividend date 06 June 2023. Record date 12 June 2023. Payment date 25 July 2023.
お知らせ • Jul 06Kinetic Development Group Limited Provides Earnings Guidance for the Six Months Ended 30 June 2023Kinetic Development Group Limited provided earnings guidance for the six months ended 30 June 2023. For the period, based on the preliminary review of the unaudited management accounts of the Group for the six months ended 30 June 2023, the net profit of the Group for the six months ended 30 June 2023 is expected to decrease by not less than 50% as compared to the six months ended 30 June 2022, which is mainly attributable to (i) a decrease in the coal production volume caused by slower mining progress, resulting from geological fault structure encountered in underground mining; and (ii) a decrease in the coal price resulting from the volatile coal market.
分析記事 • Jun 19Kinetic Development Group (HKG:1277) Is Aiming To Keep Up Its Impressive ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Recent Insider Transactions • Jun 01CEO & Executive Director recently bought HK$305k worth of stockOn the 29th of May, Bo Li bought around 500k shares on-market at roughly HK$0.61 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Bo has been a buyer over the last 12 months, purchasing a net total of HK$930k worth in shares.
Upcoming Dividend • May 30Upcoming dividend of HK$0.07 per share at 22% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 22%. Within top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (9.7%).
お知らせ • May 23Kinetic Development Group Limited Declares Final Dividend for the Year Ended 31 December 2022Kinetic Development Group Limited at its annual general meeting held on 22 May 2023 declared a final dividend of HKD 0.07 per share for the year ended 31 December 2022.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: CN¥0.32 (vs CN¥0.29 in FY 2021)Full year 2022 results: EPS: CN¥0.32 (up from CN¥0.29 in FY 2021). Revenue: CN¥6.16b (up 10% from FY 2021). Net income: CN¥2.66b (up 7.9% from FY 2021). Profit margin: 43% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jan 09CEO & Executive Director recently bought HK$86k worth of stockOn the 3rd of January, Bo Li bought around 148k shares on-market at roughly HK$0.58 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth HK$205k. Bo has been a buyer over the last 12 months, purchasing a net total of HK$625k worth in shares.
分析記事 • Dec 14Does Kinetic Development Group (HKG:1277) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Recent Insider Transactions • Nov 30Executive Chairman recently bought HK$174k worth of stockOn the 28th of November, Wenzhong Ju bought around 300k shares on-market at roughly HK$0.58 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$337k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.7m worth in shares.
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, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non Executive Director Liangnuan Chen 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. Lack of board continuity.
Recent Insider Transactions • Nov 06Executive Chairman recently bought HK$205k worth of stockOn the 31st of October, Wenzhong Ju bought around 360k shares on-market at roughly HK$0.57 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$337k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.5m worth in shares.
分析記事 • Oct 22Here's Why We Think Kinetic Development Group (HKG:1277) Might Deserve Your Attention TodayIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Upcoming Dividend • Oct 14Upcoming dividend of HK$0.06 per shareEligible shareholders must have bought the stock before 21 October 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 18%. Within top quartile of Hong Kong dividend payers (9.2%). Higher than average of industry peers (12%).
Recent Insider Transactions • Sep 30CEO & Executive Director recently bought HK$228k worth of stockOn the 27th of September, Bo Li bought around 350k shares on-market at roughly HK$0.65 per share. This transaction increased Bo's direct individual holding by 2x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth HK$455k. Bo has been a buyer over the last 12 months, purchasing a net total of HK$427k worth in shares.
Recent Insider Transactions • Sep 02Executive Chairman recently bought HK$337k worth of stockOn the 31st of August, Wenzhong Ju bought around 510k shares on-market at roughly HK$0.66 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth HK$896k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.1m worth in shares.
お知らせ • Aug 31Kinetic Development Group Limited Announces Interim Dividend for the Six Months Ended 30 June 2022, Payable on November 15, 2022Kinetic Development Group Limited announced interim dividend of HKD 0.06 per share for the six months ended 30 June 2022. Ex-dividend date: 21 October 2022. Record date: 27 October 2022. Payment date: 15 November 2022.
お知らせ • Aug 19Kinetic Development Group Limited Proposes an Interim Dividend Payable on or Before 30 November 2022Kinetic Development Group Limited announced that the Board of Directors proposed an interim dividend of HKD 6.0 cents per share payable to shareholders of the Company on or before 30 November 2022. The dates for closure of register of members of the Company for ascertaining shareholders' entitlement to receive the proposed interim dividend will be further announced. The total amount of the interim dividend to be distributed is estimated to be approximately RMB 432,555,000.
Reported Earnings • Aug 19First half 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.11 in 1H 2021)First half 2022 results: EPS: CN¥0.16 (up from CN¥0.11 in 1H 2021). Revenue: CN¥3.01b (up 32% from 1H 2021). Net income: CN¥1.37b (up 48% from 1H 2021). Profit margin: 45% (up from 40% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jul 20Executive Chairman recently bought HK$455k worth of stockOn the 14th of July, Wenzhong Ju bought around 772k shares on-market at roughly HK$0.59 per share. In the last 3 months, they made an even bigger purchase worth HK$896k. Wenzhong has been a buyer over the last 12 months, purchasing a net total of HK$2.2m worth in shares.
Board Change • Jun 23Less 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, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non Executive Director Liangnuan Chen 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. Lack of board continuity.
お知らせ • Jun 23Kinetic Development Group Limited Provides Earnings Guidance for the Six Months Ended 30 June 2022Kinetic Development Group Limited provided earnings guidance for the six months ended 30 June 2022. For the period, based on the preliminary review of the unaudited management accounts of the Group for the five months ended 31 May 2022, the net profit of the Group for the six months ended 30 June 2022 is expected to increase by not less than 30% over the corresponding period in 2021, mainly attributable to a further increase in the demand for coal due to the global increase in gas prices and electricity demand, which resulted in an increase in the sale price of the Group's coal products as compared to the corresponding period last year.
Recent Insider Transactions • Jun 23VP & Executive Director recently bought HK$110k worth of stockOn the 20th of June, Bo Li bought around 200k shares on-market at roughly HK$0.55 per share. In the last 3 months, there was an even bigger purchase from another insider worth HK$896k. Insiders have collectively bought HK$1.9m more in shares than they have sold in the last 12 months.
お知らせ • Jun 17Kinetic Development Group Limited Announces Board ChangesThe board of directors of Kinetic Development Group Limited announced the following changes to the composition of the Board with effect from 16 June 2022: The Board announced that Mr. Zhang Li ("Mr. Zhang") has tendered his resignation as an executive Director of the Company with effect from 16 June 2022 in order to devote more time on his other personal and business endeavours. Accordingly, he ceased to be the chairman of the Board, as well as the chairman and member of the nomination committee with effect from 16 June 2022. Mr. Zhang has confirmed that there was no disagreement with the Board and there were no other matters regarding his resignation that would need to be brought to the attention to the shareholders of the Company. The Board announced that it has appointed Mr. Ji Kunpeng as an executive Director of the Company with effect with 16 June 2022. Mr. Ji, age 37, is appointed by the Board as an executive Director of the Company. Mr. Ji is a member of the senior management team of the Group, and is mainly responsible for the overall operation and management of potential mining projects targets of the Group. Mr. Ji joined the Group in October 2009, and has held a number of roles as manager and various management positions in the Group, including being the vice president of Kinetic (Qinhuangdao) Energy Company Limited and the deputy vice president of Inner Mongolia Zhunge'er Kinetic Mining Company Limited. He graduated from Beijing Union University in 2008 with a bachelor's degree in management. Pursuant to the service contract entered into between the Company and Mr. Ji, Mr. Ji is appointed as an executive Director for an initial term of three years commencing from 16 June 2022, provided that either party may terminate the service contract by three months' notice. The term of service of Mr. Li is subject to retirement by rotation in accordance with the articles of association of the Company as amended from time to time (the "Articles") and the Rules Governing the Listing of Securities on the Stock Exchange (the "Listing Rules"). Mr. Ji is entitled to receive a fixed director's remuneration of RMB 1,500,000 per annum and a discretionary bonus, which was recommended by the remuneration committee and determined by the Board, with reference to his responsibilities, experience and market rate of director's remuneration of listed companies of comparable size of operation. Following Mr. Zhang's resignation as an executive Director and cessation to act as the chairman of the Board as well as the chairman and a member of the nomination committee, the Board has appointed Mr. Ju Wenzhong ("Mr. Ju"), currently the chief executive officer of the Group (the "CEO") and an executive Director, as the chairman of the Board as well as chairman and a member of the nomination committee. At the same time, Mr. Ju will step down as the CEO. All of the above changes relating to Mr. Ju took effect from 16 June 2022. The Board further announced that Mr. Li Bo ("Mr. Li"), an executive Director, has been appointed as the CEO in place of Mr. Ju with effect from 16 June 2022. Mr. Ju, aged 53, has joined the Group since September 2010, and has been an executive Director and the chief executive officer of the Company since 28 May 2020. Mr. Ju is fully responsible for leading the production and sales of the Group. He serves in important positions in various companies in the Group. He obtained a professional qualification in precision machinery from the Department of Mechanical Engineering, Shenzhen University in July 1990. Prior to joining Group in September 2010, Mr. Ju served as a senior management and director in several companies. He served as the deputy general manager and media sales director of Guangdong One Generation Advertising Co. Ltd. from January 2000 to December 2002, and was mainly responsible for media sales in Shenzhen and Guangzhou, China. In addition, Mr. Ju served as the general manager of Guangzhou Frasar Advertising Co. Ltd. during the period from January 2003 to September 2006. He was the general manager and executive director of Guangzhou Universal Networks Co. Ltd. from October 2006 to August 2010. Mr. Li, age 40, is the vice president of the Group and the chairman of Inner Mongolia Zhunge'er Kinetic Coal Limited and is mainly responsible for the comprehensive planning and the management of the overall operations of the Group's Dafanpu Coal Mine. After joining the Group in October 2006, he held a number of roles as manager and various management positions in the Group. He graduated from the University of Science and Technology Beijing in 2004 with a bachelor's degree in management, and obtained a professional certificate of mining engineering from China University of Mining and Technology in 2016. Mr. Li obtained the title of Intermediate Registered Safety Engineer in November 2020 and the title of Senior Economist in December 2021.