BBMG（2009）株式概要投資持株会社であるBBMGコーポレーションは、アジア、ヨーロッパ、アフリカなど世界各地でグリーン建築資材事業、不動産開発・運営事業を展開している。 詳細2009 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績0/6財務の健全性2/6配当金3/6報酬同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない 7.69%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 今後3年間の収益は年平均7.3%減少すると予測されている。 すべてのリスクチェックを見る2009 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueHK$Current PriceHK$0.7594.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b124b2016201920222025202620282031Revenue CN¥123.4bEarnings CN¥11.6bAdvancedSet Fair ValueView all narrativesBBMG Corporation 競合他社West China CementSymbol: SEHK:2233Market cap: HK$13.1bChina Resources Building Materials Technology HoldingsSymbol: SEHK:1313Market cap: HK$8.9bChina National Building MaterialSymbol: SEHK:3323Market cap: HK$38.7bDongwu Cement InternationalSymbol: SEHK:695Market cap: HK$4.3b価格と性能株価の高値、安値、推移の概要BBMG過去の株価現在の株価HK$0.7552週高値HK$0.9652週安値HK$0.64ベータ0.541ヶ月の変化-1.32%3ヶ月変化-12.79%1年変化4.17%3年間の変化-13.79%5年間の変化-50.66%IPOからの変化-84.95%最新ニュースReported Earnings • May 01First quarter 2026 earnings released: CN¥0.16 loss per share (vs CN¥0.12 loss in 1Q 2025)First quarter 2026 results: CN¥0.16 loss per share (further deteriorated from CN¥0.12 loss in 1Q 2025). Revenue: CN¥15.3b (down 9.2% from 1Q 2025). Net loss: CN¥1.68b (loss widened 36% from 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Apr 29BBMG Corporation, Annual General Meeting, Jun 04, 2026BBMG Corporation, Annual General Meeting, Jun 04, 2026, at 14:00 China Standard Time. Location: conference room 6, 22nd floor, tower d, global trade center, no. 36, north third ring east road, dongcheng district, beijing 100013., ChinaBuy Or Sell Opportunity • Apr 29Now 22% overvaluedOver the last 90 days, the stock has fallen 7.1% to HK$0.78. The fair value is estimated to be HK$0.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are forecast to decline by 15% per annum over the same time period.New Risk • Apr 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 15% per year for the foreseeable future.Buy Or Sell Opportunity • Apr 08Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to HK$0.79. The fair value is estimated to be HK$0.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.Major Estimate Revision • Apr 08Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥113.8b to CN¥96.7b. Forecast losses increased from -CN¥0.16 to -CN¥0.21 per share. Basic Materials industry in Hong Kong expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at HK$0.82. Share price was steady at HK$0.76 over the past week.最新情報をもっと見るRecent updatesReported Earnings • May 01First quarter 2026 earnings released: CN¥0.16 loss per share (vs CN¥0.12 loss in 1Q 2025)First quarter 2026 results: CN¥0.16 loss per share (further deteriorated from CN¥0.12 loss in 1Q 2025). Revenue: CN¥15.3b (down 9.2% from 1Q 2025). Net loss: CN¥1.68b (loss widened 36% from 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Apr 29BBMG Corporation, Annual General Meeting, Jun 04, 2026BBMG Corporation, Annual General Meeting, Jun 04, 2026, at 14:00 China Standard Time. Location: conference room 6, 22nd floor, tower d, global trade center, no. 36, north third ring east road, dongcheng district, beijing 100013., ChinaBuy Or Sell Opportunity • Apr 29Now 22% overvaluedOver the last 90 days, the stock has fallen 7.1% to HK$0.78. The fair value is estimated to be HK$0.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are forecast to decline by 15% per annum over the same time period.New Risk • Apr 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 15% per year for the foreseeable future.Buy Or Sell Opportunity • Apr 08Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to HK$0.79. The fair value is estimated to be HK$0.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.Major Estimate Revision • Apr 08Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥113.8b to CN¥96.7b. Forecast losses increased from -CN¥0.16 to -CN¥0.21 per share. Basic Materials industry in Hong Kong expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at HK$0.82. Share price was steady at HK$0.76 over the past week.お知らせ • Mar 30BBMG Corporation to Report Q1, 2026 Results on Apr 30, 2026BBMG Corporation announced that they will report Q1, 2026 results on Apr 30, 2026New Risk • Mar 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 80% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings are forecast to decline by an average of 80% per year for the foreseeable future. Minor Risks Paying a dividend despite being loss-making. Large one-off items impacting financial results.Reported Earnings • Mar 30Full year 2025 earnings released: EPS: CN¥0.082 (vs CN¥0.05 loss in FY 2024)Full year 2025 results: EPS: CN¥0.082 (up from CN¥0.05 loss in FY 2024). Revenue: CN¥24.5b (down 78% from FY 2024). Net income: CN¥218.7m (up CN¥773.9m from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). Revenue is forecast to grow 58% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.分析記事 • Feb 02Health Check: How Prudently Does BBMG (HKG:2009) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jan 14BBMG Corporation Provides Preliminary Group Earnings Guidance for the Year Ended December 31, 2025BBMG Corporation provided preliminary group earnings guidance for the year ended December 31, 2025. For the year, the group is expected to record a net loss attributable to shareholders of the Company of approximately RMB 900.00 million to RMB 1,200.00 million, the net loss attributable to shareholders of the Company for the comparative year ended 31 December 2024 was approximately RMB 555.16 million. The Group is expected to record a net loss attributable to shareholders of the Company after excluding non-recurring profit and loss for the year ended 31 December 2025 was approximately RMB 3,450.00 million to RMB 3,750.00 million, the net loss attributable to shareholders of the Company after excluding non-recurring profit and loss for the comparative year ended 31 December 2024 was approximately RMB 2,859.39 million. Based on the information currently available to the Company, the main reason for the expected increase in net loss attributable to shareholders of the Company is that during the year ended 31 December 2025, both the building materials and real estate businesses of the Company were in a downward industry cycle. The real estate business segment was impacted by market conditions, including weakened demand and pressure on selling prices, which adversely affected the operating profit of the Company's real estate business segment. In respect of the real estate business segment, the Company adhered to the principles of "stabilizing profit margins, securing cash flow, and optimizing structure", upholding the concept of building "quality housing" and continuously enhancing product competitiveness to accelerate the disposal of existing properties. However, due to industry-wide challenges, the selling prices of some of the Company's ongoing projects fell short of expectations, resulting in a phased decline in project gross profit margins.Major Estimate Revision • Jan 06Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥114.0b to CN¥96.5b. Forecast losses increased from -CN¥0.18 to -CN¥0.30 per share. Basic Materials industry in Hong Kong expected to see average net income growth of 17% next year. Consensus price target broadly unchanged at HK$0.81. Share price rose 4.1% to HK$0.77 over the past week.お知らせ • Dec 26BBMG Corporation to Report Fiscal Year 2025 Results on Mar 31, 2026BBMG Corporation announced that they will report fiscal year 2025 results on Mar 31, 2026お知らせ • Nov 28BBMG Corporation Announces Board and Committee Appointments, 25 November 2025BBMG Corporation at its 2025 second extraordinary general meeting held on 25 November 2025, approved to elect Mr. Zhao Xinjun as a non-executive Director and Ms. Yin Yuanping as an independent non-executive Director. Mr. Zhao Xinjun, born in February 1967, graduated from China Europe International Business School with an EMBA degree. Mr. Zhao Xinjun has been accredited as a senior engineer and a senior economist. Since July 2016, Mr. Zhao Xinjun has served as the chairman of the board, a director, the president and party secretary of Tianshan Material Co. Ltd. Ms. Yin Yuanping, born in March 1956, holds a bachelor 's degree in economics. Ms. Yin Yuanping has been appointed as an independent non-executive director of BAIC Motor Corporation Limited since 24 March 2021. Ms. Yin Yuanping currently serves as vice president of the China Enterprise Confederation/China Enterprise Directors Association. Ms. Yin Yuanping has more than 30 years of experience in enterprise management. Since 1989, Ms. Yin Yuanping has served as a deputy president and deputy editor-in-chief, president and editor-in-chief of the enterprise management publishing house of the China Enterprise Confederation/China Enterprise Directors Association, and vice president, executive vice president as well as secretary of the party committee and executive vice president of the China Enterprise Confederation/China Enterprise Directors Association, and president at the China Enterprise Management Science Foundation and vice president of the China Enterprise Confederation/China Enterprise Directors Association. At the meeting of the Board held on 25 November 2025, it was resolved that: Mr. Kong Qinghui, Mr. Zhao Xinjun and Ms. Yin Yuanping be appointed as members of the Audit and Risk Committee of the Company with immediate effect; Mr. Kong Qinghui and Ms. Yin Yuanping be appointed as members of the Remuneration and Nomination Committee of the Company with immediate effect; and Mr. Zhao Xinjun and Ms. Yin Yuanping be appointed as members of the Strategic Committee of the Company with immediate effect.Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: CN¥0.055 (vs CN¥0.085 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.055 (down from CN¥0.085 in 3Q 2024). Revenue: CN¥23.9b (down 24% from 3Q 2024). Net income: CN¥597.6m (down 33% from 3Q 2024). Profit margin: 2.5% (down from 2.8% in 3Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.分析記事 • Oct 13These Return Metrics Don't Make BBMG (HKG:2009) Look Too StrongWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...お知らせ • Sep 30BBMG Corporation to Report Q3, 2025 Results on Oct 31, 2025BBMG Corporation announced that they will report Q3, 2025 results on Oct 31, 2025Reported Earnings • Sep 02Second quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.002 loss in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.002 loss in 2Q 2024). Revenue: CN¥28.7b (down 12% from 2Q 2024). Net income: CN¥2.73b (up CN¥2.75b from 2Q 2024). Profit margin: 9.5% (up from net loss in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.0% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Jun 30+ 1 more updateBBMG Corporation Announces Abolishment of the Establishment of the Supervisory BoardBBMG Corporation at its 2025 first extraordinary general meeting was held on 30 June 2025, With effect from the conclusion of the 2025 First EGM, the establishment of the Supervisory Board was abolished and the original duties will be performed by the Audit and Risk Committee, and the positions of supervisors of the Company was removed accordingly. Each of the supervisors, namely, Wang Guijiang, Fan Qinghai, Gao Junhua, Gao Jinliang, Qiu Peng and Yu Yuehua, has confirmed that he or she has no disagreement with the Supervisory Board and there is no matter relating to the arrangement for the removal of his or her position as a supervisor that needs to be brought to the attention of the Shareholders or the Stock Exchange.お知らせ • May 27BBMG Corporation Approves Final Ordinary Dividend for the Year Ended December 31, 2024, Payable on July 9, 2025BBMG Corporation approved final ordinary dividend of RMB 0.05 per share for the year ended December 31, 2024. Date of shareholders' approval: 23 May 2025, Ex-dividend date: 29 May 2025, Record date: 09 June 2025 and Payment date: 09 July 2025.Upcoming Dividend • May 22Upcoming dividend of CN¥0.05 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 09 July 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 7.7%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (4.0%).Reported Earnings • May 01First quarter 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.12 loss in 1Q 2024)First quarter 2025 results: CN¥0.12 loss per share (in line with 1Q 2024). Revenue: CN¥16.9b (up 31% from 1Q 2024). Net loss: CN¥1.23b (loss narrowed 5.7% from 1Q 2024). Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Hong Kong are expected to grow by 4.3%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Apr 01Now 21% overvaluedOver the last 90 days, the stock has fallen 6.3% to HK$0.75. The fair value is estimated to be HK$0.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.1% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 30Full year 2024 earnings released: CN¥0.05 loss per share (vs CN¥0.002 profit in FY 2023)Full year 2024 results: CN¥0.05 loss per share (down from CN¥0.002 profit in FY 2023). Revenue: CN¥110.7b (up 2.6% from FY 2023). Net loss: CN¥555.2m (down CN¥580.4m from profit in FY 2023). Revenue is expected to decline by 2.4% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in Hong Kong are expected to grow by 7.8%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.お知らせ • Mar 29BBMG Corporation, Annual General Meeting, May 23, 2025BBMG Corporation, Annual General Meeting, May 23, 2025, at 14:00 China Standard Time. Location: 22F, Tower D, No. 36, Beisanhuan East Road, Dongcheng District, Beijing Chinaお知らせ • Mar 28BBMG Corporation to Report Q1, 2025 Results on Apr 30, 2025BBMG Corporation announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Mar 05BBMG Corporation Announces Resignation of Yu Fei as Independent Non-Executive Director, Member of the Audit Committee, Remuneration and Nomination Committee and Strategic CommitteeThe board of directors of BBMG Corporation announced the following changes of the Board with effect from 4 March 2025: The Board has received a resignation letter from the independent non-executive director of the Company, Mr. Yu Fei, on 4 March 2025. Mr. Yu Fei resigned as an independent non-executive director of the Company, and a member of each of the Audit Committee, the Remuneration and Nomination Committee and the Strategic Committee due to his work re-designation.お知らせ • Jan 24BBMG Corporation Provides Group Earnings Guidance for the Year Ended 31 December 2024BBMG Corporation provided group earnings guidance for the year ended 31 December 2024. The board of directors of the Company informed the shareholders and potential investors of the Company that, based on the Company's preliminary estimations and calculations, for the year ended 31 December 2024 (the "Reporting Period"), the Group is expected to record a net loss attributable to shareholders of the Company of approximately RMB 300.00 million to RMB 600.00 million, the net profit attributable to shareholders of the Company for the comparative year ended 31 December 2023 was approximately RMB 25.26 million. The Group is expected to record a net loss attributable to shareholders of the Company after excluding non-recurring profit and loss for the year ended 31 December 2024 was approximately RMB 2,800.00 million to RMB 3,100.00 million, the net loss attributable to shareholders of the Company after excluding non-recurring profit and loss for the comparative year ended 31 December 2023 was approximately RMB 2,028.21 million.お知らせ • Dec 27BBMG Corporation to Report Fiscal Year 2024 Results on Mar 29, 2025BBMG Corporation announced that they will report fiscal year 2024 results on Mar 29, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.085 (vs CN¥0.002 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.085 (up from CN¥0.002 loss in 3Q 2023). Revenue: CN¥31.5b (up 34% from 3Q 2023). Net income: CN¥896.2m (up CN¥912.2m from 3Q 2023). Profit margin: 2.8% (up from net loss in 3Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.分析記事 • Oct 07After Leaping 88% BBMG Corporation (HKG:2009) Shares Are Not Flying Under The RadarBBMG Corporation ( HKG:2009 ) shareholders have had their patience rewarded with a 88% share price jump in the last...お知らせ • Sep 30BBMG Corporation to Report Q3, 2024 Results on Oct 31, 2024BBMG Corporation announced that they will report Q3, 2024 results on Oct 31, 2024Buy Or Sell Opportunity • Sep 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to HK$0.60. The fair value is estimated to be HK$0.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.1% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.035 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.20 (up from CN¥0.035 in 2Q 2023). Revenue: CN¥32.7b (up 28% from 2Q 2023). Net income: CN¥501.9m (up 40% from 2Q 2023). Profit margin: 1.5% (up from 1.4% in 2Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.分析記事 • Jul 17Is BBMG (HKG:2009) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jul 15BBMG Corporation Announces Final Ordinary Dividend for the Year Ended December 31, 2023, Payable on July 26, 2024BBMG Corporation announced final ordinary dividend for the year ended December 31, 2023 is RMB 0.025 per share. Date of shareholders approval is June 6, 2024. Ex-dividend date is June 13, 2024. Record date is June 20, 2024. The dividend will be payable on July 26, 2024.お知らせ • Jun 28BBMG Corporation to Report First Half, 2024 Results on Aug 31, 2024BBMG Corporation announced that they will report first half, 2024 results on Aug 31, 2024Upcoming Dividend • Jun 06Upcoming dividend of CN¥0.025 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 05 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (5.5%).お知らせ • May 01BBMG Corporation, Annual General Meeting, Jun 06, 2024BBMG Corporation, Annual General Meeting, Jun 06, 2024, at 14:00 China Standard Time. Location: 22F, Tower D, No. 36, Beisanhuan East Road, Dongcheng District Beijing Province China Agenda: To consider and, if thought fit, to approve the 2023 annual report and its summary and the results announcement of the Company for the year ended 31 December 2023; to consider and, if thought fit, to approve the report of the board of directors of the Company for the year ended 31 December 2023; to consider and, if thought fit, to approve the report of the Supervisory Board of the Company for the year ended 31 December 2023; to consider and, if thought fit, to approve the audited accounts of the Company for the year ended 31 December 2023; to approve the remuneration plan of the executive Directors of the Company for the year ended 31 December 2023; and to consider and approve other matters of business.Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.12 loss per share (vs CN¥0.03 loss in 1Q 2023)First quarter 2024 results: CN¥0.12 loss per share (further deteriorated from CN¥0.03 loss in 1Q 2023). Revenue: CN¥12.8b (down 45% from 1Q 2023). Net loss: CN¥1.31b (loss widened 295% from 1Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.分析記事 • Apr 08Weak Statutory Earnings May Not Tell The Whole Story For BBMG (HKG:2009)BBMG Corporation's ( HKG:2009 ) recent weak earnings report didn't cause a big stock movement. We think that investors...分析記事 • Apr 04BBMG Corporation (HKG:2009) Analysts Are Cutting Their Estimates: Here's What You Need To KnowInvestors in BBMG Corporation ( HKG:2009 ) had a good week, as its shares rose 3.2% to close at HK$0.64 following the...Reported Earnings • Apr 03Full year 2023 earnings releasedFull year 2023 results: Revenue: CN¥108.0b (up 5.0% from FY 2022). Net income: CN¥25.3m (down 98% from FY 2022). Profit margin: 0% (down from 1.2% in FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Mar 29BBMG Corporation to Report Q1, 2024 Results on Apr 30, 2024BBMG Corporation announced that they will report Q1, 2024 results on Apr 30, 2024分析記事 • Mar 12Health Check: How Prudently Does BBMG (HKG:2009) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Feb 01BBMG Corporation Provides Group Earnings Guidance for the Ended 31 December 2023BBMG Corporation provided group earnings guidance for the ended 31 December 2023. The group is expected to record a net profit attributable to shareholders of the Company of approximately RMB 20.0 million to RMB 150.0 million, representing a year-on-year decrease of 98.4% to 87.6%.お知らせ • Dec 30BBMG Corporation to Report Fiscal Year 2023 Results on Mar 29, 2024BBMG Corporation announced that they will report fiscal year 2023 results on Mar 29, 2024お知らせ • Dec 18BBMG Corporation Appoints Hao Liwei as Non-Executive DirectorThe board of directors of BBMG Corporation announced that in accordance with the recent notice of "Resolutions of the third co-meeting of leaders during the closing period of the sixth meeting of the second workers' congress issued by the labor union of the Company, Ms. Hao Liwei (Ms. Hao) has been appointed as a non-executive director of the company with effect from 18 December 2023. According to the articles of association of the Company, as Ms. Hao has fulfilled the relevant requirements and was elected democratically by the staff and workers of the Company as a director of the Company, Ms. Hao is therefore not subject to election at general meetings of the Company. Ms. Hao, born in July 1980, graduated from Beijing University of Technology in July 2007, majoring in materials science, with a master's degree in engineering and is a senior engineer. Ms. Hao is currently the director of the cement green development research institute of Beijing Building Materials Academy of Sciences Research Co. Ltd. Ms. Hao joined Beijing Building Materials Academy of Sciences Research Co. Ltd. in July 2007. She has served as a research and development staff, deputy manager and senior specialist of the cement technology department, a project manager and deputy director of the cement green development research institute of Beijing Building Materials Academy of Sciences Research Co. Ltd. Ms. Hao has been the director of the cement green development research institute of Beijing Building Materials Academy of Sciences Research Co. Ltd. from September 2022 to present.お知らせ • Oct 31Bbmg Corporation Announces Resignation of Mr. Wang Zhaojia as Non-Executive Director and Member of the Audit CommitteeBBMG Corporation announced that on 30 October 2023, the Board has received a resignation letter from Mr. Wang Zhaojia to tender his resignation as a non-executive Director, the deputy general manager of the Company and a member of the Audit Committee of the Company with effect from 30 October 2023. Mr. Wang tendered his resignation because he has reached the age for retirement. As stated in his resignation letter, Mr. Wang confirmed that he has no disagreement with the Board. Mr. Wang confirmed that there is no other matter that needs to be brought to the attention of the shareholdersof the Company in relation to his resignation.Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CN¥23.5b (down 4.4% from 3Q 2022). Net loss: CN¥16.0m (down 102% from profit in 3Q 2022). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.分析記事 • Oct 29BBMG (HKG:2009) Use Of Debt Could Be Considered RiskyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Sep 30BBMG Corporation to Report Q3, 2023 Results on Oct 31, 2023BBMG Corporation announced that they will report Q3, 2023 results on Oct 31, 2023お知らせ • Sep 28Bbmg Corporation Approves Executive ChangesBBMG Corporation approved executive changes. At the 2023 First Extraordinary General Meeting, the resolutions in relation to the election of Mr. Gu Yu and Mr. Jiang Changlu as Directors have been approved. The Company announced that according to the meeting of the Board held on 27 September 2023, the Board has resolved and approved that Mr. Gu Yu and Mr. Jiang Changlu be appointed as the executive Directors of the sixth session of the Board with immediate effect. The term of office of Mr. Gu Yu and Mr. Jiang Changlu is the same as the current session of the Board. Mr. Gu Yu, born in March 1972, holds an on-job postgraduate degree and a master's degree in engineering. He is a senior economist. Mr. Gu worked for Equipment and Material Company of Beijing Uni-Construction Group in July 1993. Mr. Gu currently has served as the deputy secretary of the communist party committee and the general manager of the Company since July 2023 and August 2023 respectively. Mr. Gu successively served as a material staff of distribution center and vice manager of Equipment and Material Company of Beijing Uni-Construction Group, general manager and vice chairman of Beijing Tianliao Equipment Material Co. Ltd., assistant to the general manager of Equipment and Material Company of Beijing Uni- Construction Group, general manager of Beijing Uni-Construction International Wood Industrial Co. Ltd., deputy secretary of the Party General Branch, generalmanager and chairman of Beijing Uni-Construction Logistics Co. Ltd., assistant to the general manager of Beijing UN-Construction Group Co. Ltd., and the deputy secretary of the communist party committee and chairman of Beijing Uni-Construction Tech.& Trade Holding Group Co. Ltd. Mr. Gu served as the deputy general manager of Beijing Uni.-Construction Group Co. Ltd. from June 2016 to October 2019; deputy secretary of the party committee and deputy general manager of Beijing Urban Construction Group Co. Ltd. and the secretary of the party committee and chairman of Beijing Uni.-Construction Group Co. Ltd. from October 2019 to September 2020;deputy secretary of the party committee and deputy general manager of Beijing Urban Construction Group Co. Ltd. from September 2020 to July 2023 (among which, he took temporary posts as a member of the party committee of the Xinjiang Hetian Commander Headquarters and the secretary of Urumqi Municipal Committee from September 2020 to July 2023). Mr. Jiang Changlu, born in May 1965, obtained a master's degree in engineering from University of Science and Technology Beijing. Mr. Jiang is a senior economist. Mr. Jiang has been serving as the deputy secretary of the communist party committee of the Company since July 2023. Mr. Jiang served as a supervisor of the technology department, technician of raw materials workshop, operator of new line branch, assistant to the director of the production safety department, deputy director of the production safety department, deputy manager of transportation company, director and branch secretary of the supply department, deputy director and chief despatcher of the production management department, director of supply department and vice manager of Beijing Liulihe Cement Factory* () from August 1987 to November 2005; deputydirector and director of the cement business division of the Company, deputy manager of the cement branch company, manager of BBMG Cement Trading Co. Ltd., vice general manager and chairman of Hebei Taihang Cement Co. Ltd. from November 2005 to May 2011; and manager of BBMG Cement Trading Co. Ltd. from May 2011 to October 2015. Mr. Jiang served as a deputy general manager and director of the cement business segment of the Company and manager of BBMG Cement Trading Co. Ltd. from May 2016 to September 2016; a deputy general manager of the Company, manager of BBMG Cement Trading Co. Ltd., the secretary of the communist party committee and vice chairman of Tangshan Jidong Cement Co. Ltd. from September 2016 to June 2017. He successively served as the standing member of the party committee of BBMG Group Company Limited and the Company, a deputy general manager of the Company and thesecretary of the communist party committee and chairman of Tangshan Jidong Cement Co. Ltd. from June 2017 to June 2018; standing member of the party committee and a deputy general manager of the Company and the secretary of the communist party committee and chairman of Tangshan Jidong Cement Co. Ltd. from June 2018 to January 2020; and standing member of the party committee and a deputy general manager of the Company from January 2020 to July 2023. He has been serving as the deputy secretary of the communist party committee of the Company since July 2023.Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.002 (vs CN¥0.091 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.002 (down from CN¥0.091 in 2Q 2022). Revenue: CN¥25.7b (down 20% from 2Q 2022). Net income: CN¥741.7m (down 34% from 2Q 2022). Profit margin: 2.9% (down from 3.5% in 2Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Aug 25BBMG Corporation Appoints Gu Yu as General ManagerBBMG Corporation announced that pursuant to the meeting of the Board held on 24 August 2023, Mr. Gu Yu, was appointed as the general manager of the Company on 24 August 2023 for a term commencing from 24 August 2023 and expiring on the date of the annual general meeting of the Company for the year 2023. Mr. Gu, born in March 1972, holds an on-job postgraduate degree and a master's degree in engineering. He is a senior economist. Mr. Gu worked for Equipment and Material Company of Beijing Uni- Construction Group in July 1993. Mr. Gu currently has served as the deputy secretary of the communist party committee and the general manager of the Company since July 2023 and August 2023 respectively. Mr. Gu successively served as a materials staff of distribution center, vice manager and assistant to general manager of Equipment and Material Company of Beijing Uni-Construction Group, general manager and vice chairman of Beijing Tianliao Equipment Material Co. Ltd., assistant to the general manager of Equipment and Material Company of Beijing Uni-Construction Group, general manager of Beijing Uni-Construction International Wood Industrial Co. Ltd., deputy secretary of the Party General Branch, general manager and chairman of Beijing Uni-Construction Logistics Co. Ltd., assistant to the general manager of Beijing Uni-Construction Group Co. Ltd., and the deputy secretary of the communist party committee and chairman of Beijing Uni-Construction Tech.& Trade Holding Group Co. Ltd. Mr. Gu served as the deputy general manager of Beijing Uni-Construction Group Co. Ltd. from June 2016 to October 2019; deputy secretary of the party committee and deputy general manager of Beijing Urban Construction Group Co. Ltd. and the secretary of the party committee and chairman of Beijing Uni.-Construction Group Co. Ltd. from October 2019 to September 2020; deputy secretary of the party committee and deputy general manager of Beijing Urban Construction Group Co. Ltd. from September 2020 to July 2023 (among which, he took temporary posts as a member of the party committee of the Xinjiang Hetian Commander Headquarters and the secretary of Urumqi Municipal Committee from September 2020 to July 2023).分析記事 • Aug 17BBMG (HKG:2009) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...分析記事 • Jul 26Here's Why BBMG (HKG:2009) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jul 15BBMG Corporation Provides Group Earnings Guidance for the Six Months Ended 30 June 2023BBMG Corporation provided group earnings guidance for the six months ended 30 June 2023. The group is expected to record a net profit attributable to shareholders of the company between approximately RMB 400,000,000 and RMB 600,000,000 for the six months ended 30 June 2023, representing a decrease between approximately 67% and 78% when compared with the same period of last year and a net profit attributable to shareholders of the company after deducting non-recurring profit and loss of approximately negative RMB 350,000,000 to negative RMB 550,000,000, representing a year-on-year decrease of 158% to 192%.お知らせ • Jun 28BBMG Corporation to Report First Half, 2023 Results on Aug 25, 2023BBMG Corporation announced that they will report first half, 2023 results on Aug 25, 2023お知らせ • Jun 15Bbmg Corporation Announces Executive ChangesThe Board of directors of BBMG Corporation announces that on 14 June 2023, the Board has received a resignation letter from Mr. Wu Dong to tender his resignation as an executive Director and a member of the Remuneration and Nomination Committee of the Company with effect from 14 June 2023.お知らせ • May 13Bbmg Corporation Updates Final Ordinary Dividend for the Year Ended 31 December 2022, Payable on 10 July 2023BBMG Corporation updated final ordinary dividend of RMB 0.067 per share for the year ended 31 December 2022, payable on 10 July 2023. Ex-dividend date 18 May 2023 and Record date 25 May 2023, subject to approval by the shareholders of the Company at the forthcoming annual general meeting to be held on 11 May 2023.お知らせ • May 12BBMG Corporation Appoints Ms. Yu Yuehua as A Supervisor to Supervisory BoardBBMG Corporation announced Poll Results of the Annual General Meeting Held on 11 May 202 approved To elect Ms. Yu Yuehua as a supervisor of the sixth session of the supervisory board of the Company (the "Supervisory Board") with the same term of office as the term of the sixth session of the Supervisory Board for a period commencing from the conclusion of the AGM.Upcoming Dividend • May 11Upcoming dividend of CN¥0.067 per share at 7.2% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 10 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.2%. Lower than top quartile of Hong Kong dividend payers (7.4%). Higher than average of industry peers (6.5%).分析記事 • Apr 26BBMG (HKG:2009) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Apr 06Consensus EPS estimates fall by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥110.5b to CN¥108.3b. EPS estimate also fell from CN¥0.239 per share to CN¥0.15 per share. Net income forecast to grow 36% next year vs 29% growth forecast for Basic Materials industry in Hong Kong. Consensus price target down from HK$1.58 to HK$1.52. Share price was steady at HK$1.01 over the past week.Reported Earnings • Mar 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.11 (down from CN¥0.20 in FY 2021). Revenue: CN¥102.8b (down 17% from FY 2021). Net income: CN¥1.21b (down 44% from FY 2021). Profit margin: 1.2% (down from 1.8% in FY 2021). Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.お知らせ • Feb 10+ 1 more updateBBMG Corporation Announces Re-designation of Jiang Yingwu to ChairmanThe board of directors of BBMG Corporation announced that according to the relevant requirements of the Company Law of the People's Republic of China and the Articles of Association of the Company and the resolutions duly passed by the Board on 9 February 2023, Mr. Jiang Yingwu, an existing executive director of the Company, was appointed as the chairman of the sixth session of the Board and the chairman of the Strategic Committee of the sixth session of the Board with effect from 9 February 2023 and the term of each appointment is the same as that of the sixth session of the Board. BIOGRAPHY OF MR. JIANG YINGWU: Mr. Jiang Yingwu, born in October 1966, is the executive director, chairman of the Board and the secretary of the communist party committee of the Company. He has served as the general manager and deputy secretary of the communist party committee of the Company between December 2020 and February 2023. Mr. Jiang Yingwu has served as the executive director of the Company since 19 January 2021. Mr. Jiang Yingwu had been the vice general manager of the Company from October 2016 to December 2020 and a standing member of the communist party committee of the Company from June 2017 to December 2020. Mr. Jiang Yingwu, who holds the title of senior economist and senior engineer, graduated with a bachelor's degree in inorganic materials science and silicate engineering from Shandong College of Building Materials Industry in August 1989. He had been a section member and deputy section chief of the technology quality section of Beijing Yanshan Cement Plant, cadre and vice manager of the technology department of the headquarters of Beijing City Building Material Group, vice manager of the technology department of BBMG Group Company Limited, the deputy secretary general and head of the general office of the Building Materials Industry Association, and the head of the strategic development department, the manager of the policy research office and the head of the organization department of the party committee of the Company.分析記事 • Jan 14BBMG (HKG:2009) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jan 10BBMG Corporation Provides Earnings Guidance for the Year Ended 31 December 2022BBMG Corporation provided earnings guidance for the year ended 31 December 2022. For the year ended 31 December 2022, the Group is expected to record a net profit attributable to shareholders of the listed company of approximately RMB 1,200 million to RMB1,400 million, representing a year-on- year decrease of 59.1% to 52.3% and a net profit attributable to shareholders of the listed company after deducting non-recurring profit and loss of approximately RMB 550 million to RMB 350 million, representing a year-on-year decrease of 132.7% to 120.8%.分析記事 • Dec 23BBMG (HKG:2009) May Have Issues Allocating Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Executive Director Dong Wu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Major Estimate Revision • Nov 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from CN¥0.26 to CN¥0.23 per share. Revenue forecast steady at CN¥114.0b. Net income forecast to grow 42% next year vs 4.8% decline forecast for Basic Materials industry in Hong Kong. Consensus price target down from HK$1.56 to HK$1.52. Share price was steady at HK$0.81 over the past week.Reported Earnings • Oct 29Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: CN¥24.5b (down 17% from 3Q 2021). Net income: CN¥932.1m (down 23% from 3Q 2021). Profit margin: 3.8% (down from 4.1% in 3Q 2021). Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Hong Kong are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.分析記事 • Oct 25Is BBMG Corporation (HKG:2009) Worth HK$0.8 Based On Its Intrinsic Value?Does the October share price for BBMG Corporation ( HKG:2009 ) reflect what it's really worth? Today, we will estimate...分析記事 • Sep 27These 4 Measures Indicate That BBMG (HKG:2009) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.082 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.082. Revenue: CN¥31.9b (down 8.1% from 2Q 2021). Net income: CN¥1.56b (up 22% from 2Q 2021). Profit margin: 4.9% (up from 3.7% in 2Q 2021). Over the next year, revenue is forecast to decline by 8.6% while the Basic Materials industry in Hong Kong is not expected to grow.分析記事 • Aug 04There's Been No Shortage Of Growth Recently For BBMG's (HKG:2009) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jun 26Is BBMG Corporation (HKG:2009) Trading At A 35% Discount?Today we will run through one way of estimating the intrinsic value of BBMG Corporation ( HKG:2009 ) by taking the...Board Change • Jun 25High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Executive Director Dong Wu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • Mar 14BBMG (HKG:2009) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Feb 21The Returns At BBMG (HKG:2009) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...分析記事 • Jan 07When Should You Buy BBMG Corporation (HKG:2009)?BBMG Corporation ( HKG:2009 ), is not the largest company out there, but it saw significant share price movement during...分析記事 • Dec 08Is BBMG (HKG:2009) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • Nov 01High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Executive Director Dong Wu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • Sep 24BBMG (HKG:2009) Has More To Do To Multiply In Value Going ForwardTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Sep 02BBMG (HKG:2009) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.17 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥34.8b (up 28% from 2Q 2020). Net income: CN¥1.28b (down 7.5% from 2Q 2020). Profit margin: 3.7% (down from 5.1% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • May 13Upcoming dividend of CN¥0.06 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 09 July 2021. Trailing yield: 4.6%. Lower than top quartile of Hong Kong dividend payers (6.0%). Lower than average of industry peers (5.6%).分析記事 • May 02These 4 Measures Indicate That BBMG (HKG:2009) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.02 (vs CN¥0.01 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: CN¥22.9b (up 67% from 1Q 2020). Net income: CN¥221.0m (up 62% from 1Q 2020). Profit margin: 1.0% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.分析記事 • Apr 01We Think That There Are More Issues For BBMG (HKG:2009) Than Just Sluggish EarningsThe subdued market reaction suggests that BBMG Corporation's ( HKG:2009 ) recent earnings didn't contain any surprises...分析記事 • Mar 18Is BBMG Corporation's (HKG:2009) Latest Stock Performance A Reflection Of Its Financial Health?Most readers would already be aware that BBMG's (HKG:2009) stock increased significantly by 18% over the past month...Reported Earnings • Mar 18Full year 2020 earnings released: EPS CN¥0.27 (vs CN¥0.35 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: CN¥35.5b (down 61% from FY 2019). Net income: CN¥2.85b (down 23% from FY 2019). Profit margin: 8.0% (up from 4.0% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Mar 15New 90-day high: HK$1.74The company is up 15% from a price of HK$1.51 on 15 December 2020. Outperformed the Hong Kong market which is up 12% over the last 90 days. Exceeded the Basic Materials industry, which is up 7.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at HK$1.21 per share.分析記事 • Mar 02Would Shareholders Who Purchased BBMG's (HKG:2009) Stock Three Years Be Happy With The Share price Today?The truth is that if you invest for long enough, you're going to end up with some losing stocks. Long term BBMG...分析記事 • Feb 17Investors In BBMG Corporation (HKG:2009) Should Consider This, FirstIs BBMG Corporation ( HKG:2009 ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Feb 10New 90-day low: HK$1.48The company is down 7.0% from its price of HK$1.59 on 12 November 2020. The Hong Kong market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Basic Materials industry, which is down 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$1.23 per share.分析記事 • Feb 04Should You Investigate BBMG Corporation (HKG:2009) At HK$1.49?While BBMG Corporation ( HKG:2009 ) might not be the most widely known stock at the moment, it saw significant share...株主還元2009HK Basic MaterialsHK 市場7D2.7%0.02%-1.0%1Y4.2%24.7%11.7%株主還元を見る業界別リターン: 2009過去 1 年間で24.7 % の収益を上げたHong Kong Basic Materials業界を下回りました。リターン対市場: 2009は、過去 1 年間で11.7 % のリターンを上げたHong Kong市場を下回りました。価格変動Is 2009's price volatile compared to industry and market?2009 volatility2009 Average Weekly Movement4.2%Basic Materials Industry Average Movement8.0%Market Average Movement7.3%10% most volatile stocks in HK Market15.7%10% least volatile stocks in HK Market3.5%安定した株価: 2009 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2009の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200542,792Yu Gubbmg-umb.azurewebsites.net投資持株会社であるBBMGコーポレーションは、アジア、ヨーロッパ、アフリカ、および国際的なグリーン建築資材事業、不動産開発・運営事業に従事している。同社は、コンクリート、壁体、断熱材、プレハブ建築システム・部品、家具・木材の製造・販売、商業物流・サービスの提供を手がけている。また、住宅および商業用不動産の開発、投資、管理、賃貸、販売、日用品の小売、化学原料および化学製品の製造も行っている。さらに、砕石、塗料、ガラス製メガネレンズ、乾式・混合モルタル、建築金物、気泡コンクリート・木質パネル、耐火物・セラミック、鋼管・鉄管、クリンカー、プラスチック・スチール製ドア・窓、骨材、高圧磁器碍子、機械設備・付属品、風力発電設備、石灰石、装飾材料、鉄鋳物を提供している。さらに、請負、建築材料品質検査、広告デザイン・制作、建設エンジニアリング、検査・識別技術、ビジネス、専門技術、金融リース、道路輸送、ホテル管理、技術開発、移転、コンサルティング、宿泊・飲食、融資アドバイス、サプライチェーン管理、建物装飾、レンタル、公園管理、会議・展示会、プロジェクト建設、エンジニアリングデザイン、編み物、人事、労働者派遣・仲介、固形廃棄物処理サービスも提供している。さらに、建築・金属材料の卸売、コンクリート・ワールド誌の発行、バルク商品の輸出入、スポーツ・プロジェクトの運営も行っている。BBMG社は2005年に法人化され、中華人民共和国の北京に本社を置いている。もっと見るBBMG Corporation 基礎のまとめBBMG の収益と売上を時価総額と比較するとどうか。2009 基礎統計学時価総額HK$17.91b収益（TTM）-HK$1.68b売上高(TTM)HK$103.36b0.1xP/Sレシオ-4.8xPER（株価収益率2009 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計2009 損益計算書（TTM）収益CN¥89.56b売上原価CN¥79.56b売上総利益CN¥10.00bその他の費用CN¥11.46b収益-CN¥1.45b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.14グロス・マージン11.17%純利益率-1.62%有利子負債／自己資本比率138.6%2009 の長期的なパフォーマンスは？過去の実績と比較を見る配当金7.7%現在の配当利回り-39%配当性向2009 配当は確実ですか？2009 配当履歴とベンチマークを見る2009 、いつまでに購入すれば配当金を受け取れますか？BBMG 配当日配当落ち日Jun 17 2026配当支払日Jul 31 2026配当落ちまでの日数22 days配当支払日までの日数66 days2009 配当は確実ですか？2009 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 02:43終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BBMG Corporation 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。18 アナリスト機関Yan ChenChina International Capital Corporation LimitedZeng HaoCitic Securities Co., Ltd.Daniel MengCLSA15 その他のアナリストを表示
Reported Earnings • May 01First quarter 2026 earnings released: CN¥0.16 loss per share (vs CN¥0.12 loss in 1Q 2025)First quarter 2026 results: CN¥0.16 loss per share (further deteriorated from CN¥0.12 loss in 1Q 2025). Revenue: CN¥15.3b (down 9.2% from 1Q 2025). Net loss: CN¥1.68b (loss widened 36% from 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 29BBMG Corporation, Annual General Meeting, Jun 04, 2026BBMG Corporation, Annual General Meeting, Jun 04, 2026, at 14:00 China Standard Time. Location: conference room 6, 22nd floor, tower d, global trade center, no. 36, north third ring east road, dongcheng district, beijing 100013., China
Buy Or Sell Opportunity • Apr 29Now 22% overvaluedOver the last 90 days, the stock has fallen 7.1% to HK$0.78. The fair value is estimated to be HK$0.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are forecast to decline by 15% per annum over the same time period.
New Risk • Apr 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 15% per year for the foreseeable future.
Buy Or Sell Opportunity • Apr 08Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to HK$0.79. The fair value is estimated to be HK$0.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.
Major Estimate Revision • Apr 08Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥113.8b to CN¥96.7b. Forecast losses increased from -CN¥0.16 to -CN¥0.21 per share. Basic Materials industry in Hong Kong expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at HK$0.82. Share price was steady at HK$0.76 over the past week.
Reported Earnings • May 01First quarter 2026 earnings released: CN¥0.16 loss per share (vs CN¥0.12 loss in 1Q 2025)First quarter 2026 results: CN¥0.16 loss per share (further deteriorated from CN¥0.12 loss in 1Q 2025). Revenue: CN¥15.3b (down 9.2% from 1Q 2025). Net loss: CN¥1.68b (loss widened 36% from 1Q 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 29BBMG Corporation, Annual General Meeting, Jun 04, 2026BBMG Corporation, Annual General Meeting, Jun 04, 2026, at 14:00 China Standard Time. Location: conference room 6, 22nd floor, tower d, global trade center, no. 36, north third ring east road, dongcheng district, beijing 100013., China
Buy Or Sell Opportunity • Apr 29Now 22% overvaluedOver the last 90 days, the stock has fallen 7.1% to HK$0.78. The fair value is estimated to be HK$0.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are forecast to decline by 15% per annum over the same time period.
New Risk • Apr 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.0% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 15% per year for the foreseeable future.
Buy Or Sell Opportunity • Apr 08Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to HK$0.79. The fair value is estimated to be HK$0.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.
Major Estimate Revision • Apr 08Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥113.8b to CN¥96.7b. Forecast losses increased from -CN¥0.16 to -CN¥0.21 per share. Basic Materials industry in Hong Kong expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at HK$0.82. Share price was steady at HK$0.76 over the past week.
お知らせ • Mar 30BBMG Corporation to Report Q1, 2026 Results on Apr 30, 2026BBMG Corporation announced that they will report Q1, 2026 results on Apr 30, 2026
New Risk • Mar 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 80% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings are forecast to decline by an average of 80% per year for the foreseeable future. Minor Risks Paying a dividend despite being loss-making. Large one-off items impacting financial results.
Reported Earnings • Mar 30Full year 2025 earnings released: EPS: CN¥0.082 (vs CN¥0.05 loss in FY 2024)Full year 2025 results: EPS: CN¥0.082 (up from CN¥0.05 loss in FY 2024). Revenue: CN¥24.5b (down 78% from FY 2024). Net income: CN¥218.7m (up CN¥773.9m from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). Revenue is forecast to grow 58% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 02Health Check: How Prudently Does BBMG (HKG:2009) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jan 14BBMG Corporation Provides Preliminary Group Earnings Guidance for the Year Ended December 31, 2025BBMG Corporation provided preliminary group earnings guidance for the year ended December 31, 2025. For the year, the group is expected to record a net loss attributable to shareholders of the Company of approximately RMB 900.00 million to RMB 1,200.00 million, the net loss attributable to shareholders of the Company for the comparative year ended 31 December 2024 was approximately RMB 555.16 million. The Group is expected to record a net loss attributable to shareholders of the Company after excluding non-recurring profit and loss for the year ended 31 December 2025 was approximately RMB 3,450.00 million to RMB 3,750.00 million, the net loss attributable to shareholders of the Company after excluding non-recurring profit and loss for the comparative year ended 31 December 2024 was approximately RMB 2,859.39 million. Based on the information currently available to the Company, the main reason for the expected increase in net loss attributable to shareholders of the Company is that during the year ended 31 December 2025, both the building materials and real estate businesses of the Company were in a downward industry cycle. The real estate business segment was impacted by market conditions, including weakened demand and pressure on selling prices, which adversely affected the operating profit of the Company's real estate business segment. In respect of the real estate business segment, the Company adhered to the principles of "stabilizing profit margins, securing cash flow, and optimizing structure", upholding the concept of building "quality housing" and continuously enhancing product competitiveness to accelerate the disposal of existing properties. However, due to industry-wide challenges, the selling prices of some of the Company's ongoing projects fell short of expectations, resulting in a phased decline in project gross profit margins.
Major Estimate Revision • Jan 06Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥114.0b to CN¥96.5b. Forecast losses increased from -CN¥0.18 to -CN¥0.30 per share. Basic Materials industry in Hong Kong expected to see average net income growth of 17% next year. Consensus price target broadly unchanged at HK$0.81. Share price rose 4.1% to HK$0.77 over the past week.
お知らせ • Dec 26BBMG Corporation to Report Fiscal Year 2025 Results on Mar 31, 2026BBMG Corporation announced that they will report fiscal year 2025 results on Mar 31, 2026
お知らせ • Nov 28BBMG Corporation Announces Board and Committee Appointments, 25 November 2025BBMG Corporation at its 2025 second extraordinary general meeting held on 25 November 2025, approved to elect Mr. Zhao Xinjun as a non-executive Director and Ms. Yin Yuanping as an independent non-executive Director. Mr. Zhao Xinjun, born in February 1967, graduated from China Europe International Business School with an EMBA degree. Mr. Zhao Xinjun has been accredited as a senior engineer and a senior economist. Since July 2016, Mr. Zhao Xinjun has served as the chairman of the board, a director, the president and party secretary of Tianshan Material Co. Ltd. Ms. Yin Yuanping, born in March 1956, holds a bachelor 's degree in economics. Ms. Yin Yuanping has been appointed as an independent non-executive director of BAIC Motor Corporation Limited since 24 March 2021. Ms. Yin Yuanping currently serves as vice president of the China Enterprise Confederation/China Enterprise Directors Association. Ms. Yin Yuanping has more than 30 years of experience in enterprise management. Since 1989, Ms. Yin Yuanping has served as a deputy president and deputy editor-in-chief, president and editor-in-chief of the enterprise management publishing house of the China Enterprise Confederation/China Enterprise Directors Association, and vice president, executive vice president as well as secretary of the party committee and executive vice president of the China Enterprise Confederation/China Enterprise Directors Association, and president at the China Enterprise Management Science Foundation and vice president of the China Enterprise Confederation/China Enterprise Directors Association. At the meeting of the Board held on 25 November 2025, it was resolved that: Mr. Kong Qinghui, Mr. Zhao Xinjun and Ms. Yin Yuanping be appointed as members of the Audit and Risk Committee of the Company with immediate effect; Mr. Kong Qinghui and Ms. Yin Yuanping be appointed as members of the Remuneration and Nomination Committee of the Company with immediate effect; and Mr. Zhao Xinjun and Ms. Yin Yuanping be appointed as members of the Strategic Committee of the Company with immediate effect.
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: CN¥0.055 (vs CN¥0.085 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.055 (down from CN¥0.085 in 3Q 2024). Revenue: CN¥23.9b (down 24% from 3Q 2024). Net income: CN¥597.6m (down 33% from 3Q 2024). Profit margin: 2.5% (down from 2.8% in 3Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 13These Return Metrics Don't Make BBMG (HKG:2009) Look Too StrongWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
お知らせ • Sep 30BBMG Corporation to Report Q3, 2025 Results on Oct 31, 2025BBMG Corporation announced that they will report Q3, 2025 results on Oct 31, 2025
Reported Earnings • Sep 02Second quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.002 loss in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.002 loss in 2Q 2024). Revenue: CN¥28.7b (down 12% from 2Q 2024). Net income: CN¥2.73b (up CN¥2.75b from 2Q 2024). Profit margin: 9.5% (up from net loss in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.0% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 30+ 1 more updateBBMG Corporation Announces Abolishment of the Establishment of the Supervisory BoardBBMG Corporation at its 2025 first extraordinary general meeting was held on 30 June 2025, With effect from the conclusion of the 2025 First EGM, the establishment of the Supervisory Board was abolished and the original duties will be performed by the Audit and Risk Committee, and the positions of supervisors of the Company was removed accordingly. Each of the supervisors, namely, Wang Guijiang, Fan Qinghai, Gao Junhua, Gao Jinliang, Qiu Peng and Yu Yuehua, has confirmed that he or she has no disagreement with the Supervisory Board and there is no matter relating to the arrangement for the removal of his or her position as a supervisor that needs to be brought to the attention of the Shareholders or the Stock Exchange.
お知らせ • May 27BBMG Corporation Approves Final Ordinary Dividend for the Year Ended December 31, 2024, Payable on July 9, 2025BBMG Corporation approved final ordinary dividend of RMB 0.05 per share for the year ended December 31, 2024. Date of shareholders' approval: 23 May 2025, Ex-dividend date: 29 May 2025, Record date: 09 June 2025 and Payment date: 09 July 2025.
Upcoming Dividend • May 22Upcoming dividend of CN¥0.05 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 09 July 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 7.7%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (4.0%).
Reported Earnings • May 01First quarter 2025 earnings released: CN¥0.12 loss per share (vs CN¥0.12 loss in 1Q 2024)First quarter 2025 results: CN¥0.12 loss per share (in line with 1Q 2024). Revenue: CN¥16.9b (up 31% from 1Q 2024). Net loss: CN¥1.23b (loss narrowed 5.7% from 1Q 2024). Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Hong Kong are expected to grow by 4.3%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Apr 01Now 21% overvaluedOver the last 90 days, the stock has fallen 6.3% to HK$0.75. The fair value is estimated to be HK$0.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.1% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 30Full year 2024 earnings released: CN¥0.05 loss per share (vs CN¥0.002 profit in FY 2023)Full year 2024 results: CN¥0.05 loss per share (down from CN¥0.002 profit in FY 2023). Revenue: CN¥110.7b (up 2.6% from FY 2023). Net loss: CN¥555.2m (down CN¥580.4m from profit in FY 2023). Revenue is expected to decline by 2.4% p.a. on average during the next 2 years, while revenues in the Basic Materials industry in Hong Kong are expected to grow by 7.8%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 29BBMG Corporation, Annual General Meeting, May 23, 2025BBMG Corporation, Annual General Meeting, May 23, 2025, at 14:00 China Standard Time. Location: 22F, Tower D, No. 36, Beisanhuan East Road, Dongcheng District, Beijing China
お知らせ • Mar 28BBMG Corporation to Report Q1, 2025 Results on Apr 30, 2025BBMG Corporation announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Mar 05BBMG Corporation Announces Resignation of Yu Fei as Independent Non-Executive Director, Member of the Audit Committee, Remuneration and Nomination Committee and Strategic CommitteeThe board of directors of BBMG Corporation announced the following changes of the Board with effect from 4 March 2025: The Board has received a resignation letter from the independent non-executive director of the Company, Mr. Yu Fei, on 4 March 2025. Mr. Yu Fei resigned as an independent non-executive director of the Company, and a member of each of the Audit Committee, the Remuneration and Nomination Committee and the Strategic Committee due to his work re-designation.
お知らせ • Jan 24BBMG Corporation Provides Group Earnings Guidance for the Year Ended 31 December 2024BBMG Corporation provided group earnings guidance for the year ended 31 December 2024. The board of directors of the Company informed the shareholders and potential investors of the Company that, based on the Company's preliminary estimations and calculations, for the year ended 31 December 2024 (the "Reporting Period"), the Group is expected to record a net loss attributable to shareholders of the Company of approximately RMB 300.00 million to RMB 600.00 million, the net profit attributable to shareholders of the Company for the comparative year ended 31 December 2023 was approximately RMB 25.26 million. The Group is expected to record a net loss attributable to shareholders of the Company after excluding non-recurring profit and loss for the year ended 31 December 2024 was approximately RMB 2,800.00 million to RMB 3,100.00 million, the net loss attributable to shareholders of the Company after excluding non-recurring profit and loss for the comparative year ended 31 December 2023 was approximately RMB 2,028.21 million.
お知らせ • Dec 27BBMG Corporation to Report Fiscal Year 2024 Results on Mar 29, 2025BBMG Corporation announced that they will report fiscal year 2024 results on Mar 29, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.085 (vs CN¥0.002 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.085 (up from CN¥0.002 loss in 3Q 2023). Revenue: CN¥31.5b (up 34% from 3Q 2023). Net income: CN¥896.2m (up CN¥912.2m from 3Q 2023). Profit margin: 2.8% (up from net loss in 3Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 07After Leaping 88% BBMG Corporation (HKG:2009) Shares Are Not Flying Under The RadarBBMG Corporation ( HKG:2009 ) shareholders have had their patience rewarded with a 88% share price jump in the last...
お知らせ • Sep 30BBMG Corporation to Report Q3, 2024 Results on Oct 31, 2024BBMG Corporation announced that they will report Q3, 2024 results on Oct 31, 2024
Buy Or Sell Opportunity • Sep 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to HK$0.60. The fair value is estimated to be HK$0.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.1% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.035 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.20 (up from CN¥0.035 in 2Q 2023). Revenue: CN¥32.7b (up 28% from 2Q 2023). Net income: CN¥501.9m (up 40% from 2Q 2023). Profit margin: 1.5% (up from 1.4% in 2Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 17Is BBMG (HKG:2009) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jul 15BBMG Corporation Announces Final Ordinary Dividend for the Year Ended December 31, 2023, Payable on July 26, 2024BBMG Corporation announced final ordinary dividend for the year ended December 31, 2023 is RMB 0.025 per share. Date of shareholders approval is June 6, 2024. Ex-dividend date is June 13, 2024. Record date is June 20, 2024. The dividend will be payable on July 26, 2024.
お知らせ • Jun 28BBMG Corporation to Report First Half, 2024 Results on Aug 31, 2024BBMG Corporation announced that they will report first half, 2024 results on Aug 31, 2024
Upcoming Dividend • Jun 06Upcoming dividend of CN¥0.025 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 05 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (5.5%).
お知らせ • May 01BBMG Corporation, Annual General Meeting, Jun 06, 2024BBMG Corporation, Annual General Meeting, Jun 06, 2024, at 14:00 China Standard Time. Location: 22F, Tower D, No. 36, Beisanhuan East Road, Dongcheng District Beijing Province China Agenda: To consider and, if thought fit, to approve the 2023 annual report and its summary and the results announcement of the Company for the year ended 31 December 2023; to consider and, if thought fit, to approve the report of the board of directors of the Company for the year ended 31 December 2023; to consider and, if thought fit, to approve the report of the Supervisory Board of the Company for the year ended 31 December 2023; to consider and, if thought fit, to approve the audited accounts of the Company for the year ended 31 December 2023; to approve the remuneration plan of the executive Directors of the Company for the year ended 31 December 2023; and to consider and approve other matters of business.
Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.12 loss per share (vs CN¥0.03 loss in 1Q 2023)First quarter 2024 results: CN¥0.12 loss per share (further deteriorated from CN¥0.03 loss in 1Q 2023). Revenue: CN¥12.8b (down 45% from 1Q 2023). Net loss: CN¥1.31b (loss widened 295% from 1Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 08Weak Statutory Earnings May Not Tell The Whole Story For BBMG (HKG:2009)BBMG Corporation's ( HKG:2009 ) recent weak earnings report didn't cause a big stock movement. We think that investors...
分析記事 • Apr 04BBMG Corporation (HKG:2009) Analysts Are Cutting Their Estimates: Here's What You Need To KnowInvestors in BBMG Corporation ( HKG:2009 ) had a good week, as its shares rose 3.2% to close at HK$0.64 following the...
Reported Earnings • Apr 03Full year 2023 earnings releasedFull year 2023 results: Revenue: CN¥108.0b (up 5.0% from FY 2022). Net income: CN¥25.3m (down 98% from FY 2022). Profit margin: 0% (down from 1.2% in FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 29BBMG Corporation to Report Q1, 2024 Results on Apr 30, 2024BBMG Corporation announced that they will report Q1, 2024 results on Apr 30, 2024
分析記事 • Mar 12Health Check: How Prudently Does BBMG (HKG:2009) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Feb 01BBMG Corporation Provides Group Earnings Guidance for the Ended 31 December 2023BBMG Corporation provided group earnings guidance for the ended 31 December 2023. The group is expected to record a net profit attributable to shareholders of the Company of approximately RMB 20.0 million to RMB 150.0 million, representing a year-on-year decrease of 98.4% to 87.6%.
お知らせ • Dec 30BBMG Corporation to Report Fiscal Year 2023 Results on Mar 29, 2024BBMG Corporation announced that they will report fiscal year 2023 results on Mar 29, 2024
お知らせ • Dec 18BBMG Corporation Appoints Hao Liwei as Non-Executive DirectorThe board of directors of BBMG Corporation announced that in accordance with the recent notice of "Resolutions of the third co-meeting of leaders during the closing period of the sixth meeting of the second workers' congress issued by the labor union of the Company, Ms. Hao Liwei (Ms. Hao) has been appointed as a non-executive director of the company with effect from 18 December 2023. According to the articles of association of the Company, as Ms. Hao has fulfilled the relevant requirements and was elected democratically by the staff and workers of the Company as a director of the Company, Ms. Hao is therefore not subject to election at general meetings of the Company. Ms. Hao, born in July 1980, graduated from Beijing University of Technology in July 2007, majoring in materials science, with a master's degree in engineering and is a senior engineer. Ms. Hao is currently the director of the cement green development research institute of Beijing Building Materials Academy of Sciences Research Co. Ltd. Ms. Hao joined Beijing Building Materials Academy of Sciences Research Co. Ltd. in July 2007. She has served as a research and development staff, deputy manager and senior specialist of the cement technology department, a project manager and deputy director of the cement green development research institute of Beijing Building Materials Academy of Sciences Research Co. Ltd. Ms. Hao has been the director of the cement green development research institute of Beijing Building Materials Academy of Sciences Research Co. Ltd. from September 2022 to present.
お知らせ • Oct 31Bbmg Corporation Announces Resignation of Mr. Wang Zhaojia as Non-Executive Director and Member of the Audit CommitteeBBMG Corporation announced that on 30 October 2023, the Board has received a resignation letter from Mr. Wang Zhaojia to tender his resignation as a non-executive Director, the deputy general manager of the Company and a member of the Audit Committee of the Company with effect from 30 October 2023. Mr. Wang tendered his resignation because he has reached the age for retirement. As stated in his resignation letter, Mr. Wang confirmed that he has no disagreement with the Board. Mr. Wang confirmed that there is no other matter that needs to be brought to the attention of the shareholdersof the Company in relation to his resignation.
Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CN¥23.5b (down 4.4% from 3Q 2022). Net loss: CN¥16.0m (down 102% from profit in 3Q 2022). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 29BBMG (HKG:2009) Use Of Debt Could Be Considered RiskyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Sep 30BBMG Corporation to Report Q3, 2023 Results on Oct 31, 2023BBMG Corporation announced that they will report Q3, 2023 results on Oct 31, 2023
お知らせ • Sep 28Bbmg Corporation Approves Executive ChangesBBMG Corporation approved executive changes. At the 2023 First Extraordinary General Meeting, the resolutions in relation to the election of Mr. Gu Yu and Mr. Jiang Changlu as Directors have been approved. The Company announced that according to the meeting of the Board held on 27 September 2023, the Board has resolved and approved that Mr. Gu Yu and Mr. Jiang Changlu be appointed as the executive Directors of the sixth session of the Board with immediate effect. The term of office of Mr. Gu Yu and Mr. Jiang Changlu is the same as the current session of the Board. Mr. Gu Yu, born in March 1972, holds an on-job postgraduate degree and a master's degree in engineering. He is a senior economist. Mr. Gu worked for Equipment and Material Company of Beijing Uni-Construction Group in July 1993. Mr. Gu currently has served as the deputy secretary of the communist party committee and the general manager of the Company since July 2023 and August 2023 respectively. Mr. Gu successively served as a material staff of distribution center and vice manager of Equipment and Material Company of Beijing Uni-Construction Group, general manager and vice chairman of Beijing Tianliao Equipment Material Co. Ltd., assistant to the general manager of Equipment and Material Company of Beijing Uni- Construction Group, general manager of Beijing Uni-Construction International Wood Industrial Co. Ltd., deputy secretary of the Party General Branch, generalmanager and chairman of Beijing Uni-Construction Logistics Co. Ltd., assistant to the general manager of Beijing UN-Construction Group Co. Ltd., and the deputy secretary of the communist party committee and chairman of Beijing Uni-Construction Tech.& Trade Holding Group Co. Ltd. Mr. Gu served as the deputy general manager of Beijing Uni.-Construction Group Co. Ltd. from June 2016 to October 2019; deputy secretary of the party committee and deputy general manager of Beijing Urban Construction Group Co. Ltd. and the secretary of the party committee and chairman of Beijing Uni.-Construction Group Co. Ltd. from October 2019 to September 2020;deputy secretary of the party committee and deputy general manager of Beijing Urban Construction Group Co. Ltd. from September 2020 to July 2023 (among which, he took temporary posts as a member of the party committee of the Xinjiang Hetian Commander Headquarters and the secretary of Urumqi Municipal Committee from September 2020 to July 2023). Mr. Jiang Changlu, born in May 1965, obtained a master's degree in engineering from University of Science and Technology Beijing. Mr. Jiang is a senior economist. Mr. Jiang has been serving as the deputy secretary of the communist party committee of the Company since July 2023. Mr. Jiang served as a supervisor of the technology department, technician of raw materials workshop, operator of new line branch, assistant to the director of the production safety department, deputy director of the production safety department, deputy manager of transportation company, director and branch secretary of the supply department, deputy director and chief despatcher of the production management department, director of supply department and vice manager of Beijing Liulihe Cement Factory* () from August 1987 to November 2005; deputydirector and director of the cement business division of the Company, deputy manager of the cement branch company, manager of BBMG Cement Trading Co. Ltd., vice general manager and chairman of Hebei Taihang Cement Co. Ltd. from November 2005 to May 2011; and manager of BBMG Cement Trading Co. Ltd. from May 2011 to October 2015. Mr. Jiang served as a deputy general manager and director of the cement business segment of the Company and manager of BBMG Cement Trading Co. Ltd. from May 2016 to September 2016; a deputy general manager of the Company, manager of BBMG Cement Trading Co. Ltd., the secretary of the communist party committee and vice chairman of Tangshan Jidong Cement Co. Ltd. from September 2016 to June 2017. He successively served as the standing member of the party committee of BBMG Group Company Limited and the Company, a deputy general manager of the Company and thesecretary of the communist party committee and chairman of Tangshan Jidong Cement Co. Ltd. from June 2017 to June 2018; standing member of the party committee and a deputy general manager of the Company and the secretary of the communist party committee and chairman of Tangshan Jidong Cement Co. Ltd. from June 2018 to January 2020; and standing member of the party committee and a deputy general manager of the Company from January 2020 to July 2023. He has been serving as the deputy secretary of the communist party committee of the Company since July 2023.
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.002 (vs CN¥0.091 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.002 (down from CN¥0.091 in 2Q 2022). Revenue: CN¥25.7b (down 20% from 2Q 2022). Net income: CN¥741.7m (down 34% from 2Q 2022). Profit margin: 2.9% (down from 3.5% in 2Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 25BBMG Corporation Appoints Gu Yu as General ManagerBBMG Corporation announced that pursuant to the meeting of the Board held on 24 August 2023, Mr. Gu Yu, was appointed as the general manager of the Company on 24 August 2023 for a term commencing from 24 August 2023 and expiring on the date of the annual general meeting of the Company for the year 2023. Mr. Gu, born in March 1972, holds an on-job postgraduate degree and a master's degree in engineering. He is a senior economist. Mr. Gu worked for Equipment and Material Company of Beijing Uni- Construction Group in July 1993. Mr. Gu currently has served as the deputy secretary of the communist party committee and the general manager of the Company since July 2023 and August 2023 respectively. Mr. Gu successively served as a materials staff of distribution center, vice manager and assistant to general manager of Equipment and Material Company of Beijing Uni-Construction Group, general manager and vice chairman of Beijing Tianliao Equipment Material Co. Ltd., assistant to the general manager of Equipment and Material Company of Beijing Uni-Construction Group, general manager of Beijing Uni-Construction International Wood Industrial Co. Ltd., deputy secretary of the Party General Branch, general manager and chairman of Beijing Uni-Construction Logistics Co. Ltd., assistant to the general manager of Beijing Uni-Construction Group Co. Ltd., and the deputy secretary of the communist party committee and chairman of Beijing Uni-Construction Tech.& Trade Holding Group Co. Ltd. Mr. Gu served as the deputy general manager of Beijing Uni-Construction Group Co. Ltd. from June 2016 to October 2019; deputy secretary of the party committee and deputy general manager of Beijing Urban Construction Group Co. Ltd. and the secretary of the party committee and chairman of Beijing Uni.-Construction Group Co. Ltd. from October 2019 to September 2020; deputy secretary of the party committee and deputy general manager of Beijing Urban Construction Group Co. Ltd. from September 2020 to July 2023 (among which, he took temporary posts as a member of the party committee of the Xinjiang Hetian Commander Headquarters and the secretary of Urumqi Municipal Committee from September 2020 to July 2023).
分析記事 • Aug 17BBMG (HKG:2009) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 • Jul 26Here's Why BBMG (HKG:2009) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jul 15BBMG Corporation Provides Group Earnings Guidance for the Six Months Ended 30 June 2023BBMG Corporation provided group earnings guidance for the six months ended 30 June 2023. The group is expected to record a net profit attributable to shareholders of the company between approximately RMB 400,000,000 and RMB 600,000,000 for the six months ended 30 June 2023, representing a decrease between approximately 67% and 78% when compared with the same period of last year and a net profit attributable to shareholders of the company after deducting non-recurring profit and loss of approximately negative RMB 350,000,000 to negative RMB 550,000,000, representing a year-on-year decrease of 158% to 192%.
お知らせ • Jun 28BBMG Corporation to Report First Half, 2023 Results on Aug 25, 2023BBMG Corporation announced that they will report first half, 2023 results on Aug 25, 2023
お知らせ • Jun 15Bbmg Corporation Announces Executive ChangesThe Board of directors of BBMG Corporation announces that on 14 June 2023, the Board has received a resignation letter from Mr. Wu Dong to tender his resignation as an executive Director and a member of the Remuneration and Nomination Committee of the Company with effect from 14 June 2023.
お知らせ • May 13Bbmg Corporation Updates Final Ordinary Dividend for the Year Ended 31 December 2022, Payable on 10 July 2023BBMG Corporation updated final ordinary dividend of RMB 0.067 per share for the year ended 31 December 2022, payable on 10 July 2023. Ex-dividend date 18 May 2023 and Record date 25 May 2023, subject to approval by the shareholders of the Company at the forthcoming annual general meeting to be held on 11 May 2023.
お知らせ • May 12BBMG Corporation Appoints Ms. Yu Yuehua as A Supervisor to Supervisory BoardBBMG Corporation announced Poll Results of the Annual General Meeting Held on 11 May 202 approved To elect Ms. Yu Yuehua as a supervisor of the sixth session of the supervisory board of the Company (the "Supervisory Board") with the same term of office as the term of the sixth session of the Supervisory Board for a period commencing from the conclusion of the AGM.
Upcoming Dividend • May 11Upcoming dividend of CN¥0.067 per share at 7.2% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 10 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.2%. Lower than top quartile of Hong Kong dividend payers (7.4%). Higher than average of industry peers (6.5%).
分析記事 • Apr 26BBMG (HKG:2009) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Apr 06Consensus EPS estimates fall by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥110.5b to CN¥108.3b. EPS estimate also fell from CN¥0.239 per share to CN¥0.15 per share. Net income forecast to grow 36% next year vs 29% growth forecast for Basic Materials industry in Hong Kong. Consensus price target down from HK$1.58 to HK$1.52. Share price was steady at HK$1.01 over the past week.
Reported Earnings • Mar 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.11 (down from CN¥0.20 in FY 2021). Revenue: CN¥102.8b (down 17% from FY 2021). Net income: CN¥1.21b (down 44% from FY 2021). Profit margin: 1.2% (down from 1.8% in FY 2021). Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Basic Materials industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.
お知らせ • Feb 10+ 1 more updateBBMG Corporation Announces Re-designation of Jiang Yingwu to ChairmanThe board of directors of BBMG Corporation announced that according to the relevant requirements of the Company Law of the People's Republic of China and the Articles of Association of the Company and the resolutions duly passed by the Board on 9 February 2023, Mr. Jiang Yingwu, an existing executive director of the Company, was appointed as the chairman of the sixth session of the Board and the chairman of the Strategic Committee of the sixth session of the Board with effect from 9 February 2023 and the term of each appointment is the same as that of the sixth session of the Board. BIOGRAPHY OF MR. JIANG YINGWU: Mr. Jiang Yingwu, born in October 1966, is the executive director, chairman of the Board and the secretary of the communist party committee of the Company. He has served as the general manager and deputy secretary of the communist party committee of the Company between December 2020 and February 2023. Mr. Jiang Yingwu has served as the executive director of the Company since 19 January 2021. Mr. Jiang Yingwu had been the vice general manager of the Company from October 2016 to December 2020 and a standing member of the communist party committee of the Company from June 2017 to December 2020. Mr. Jiang Yingwu, who holds the title of senior economist and senior engineer, graduated with a bachelor's degree in inorganic materials science and silicate engineering from Shandong College of Building Materials Industry in August 1989. He had been a section member and deputy section chief of the technology quality section of Beijing Yanshan Cement Plant, cadre and vice manager of the technology department of the headquarters of Beijing City Building Material Group, vice manager of the technology department of BBMG Group Company Limited, the deputy secretary general and head of the general office of the Building Materials Industry Association, and the head of the strategic development department, the manager of the policy research office and the head of the organization department of the party committee of the Company.
分析記事 • Jan 14BBMG (HKG:2009) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jan 10BBMG Corporation Provides Earnings Guidance for the Year Ended 31 December 2022BBMG Corporation provided earnings guidance for the year ended 31 December 2022. For the year ended 31 December 2022, the Group is expected to record a net profit attributable to shareholders of the listed company of approximately RMB 1,200 million to RMB1,400 million, representing a year-on- year decrease of 59.1% to 52.3% and a net profit attributable to shareholders of the listed company after deducting non-recurring profit and loss of approximately RMB 550 million to RMB 350 million, representing a year-on-year decrease of 132.7% to 120.8%.
分析記事 • Dec 23BBMG (HKG:2009) May Have Issues Allocating Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Executive Director Dong Wu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Major Estimate Revision • Nov 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from CN¥0.26 to CN¥0.23 per share. Revenue forecast steady at CN¥114.0b. Net income forecast to grow 42% next year vs 4.8% decline forecast for Basic Materials industry in Hong Kong. Consensus price target down from HK$1.56 to HK$1.52. Share price was steady at HK$0.81 over the past week.
Reported Earnings • Oct 29Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: CN¥24.5b (down 17% from 3Q 2021). Net income: CN¥932.1m (down 23% from 3Q 2021). Profit margin: 3.8% (down from 4.1% in 3Q 2021). Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in Hong Kong are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
分析記事 • Oct 25Is BBMG Corporation (HKG:2009) Worth HK$0.8 Based On Its Intrinsic Value?Does the October share price for BBMG Corporation ( HKG:2009 ) reflect what it's really worth? Today, we will estimate...
分析記事 • Sep 27These 4 Measures Indicate That BBMG (HKG:2009) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.082 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.082. Revenue: CN¥31.9b (down 8.1% from 2Q 2021). Net income: CN¥1.56b (up 22% from 2Q 2021). Profit margin: 4.9% (up from 3.7% in 2Q 2021). Over the next year, revenue is forecast to decline by 8.6% while the Basic Materials industry in Hong Kong is not expected to grow.
分析記事 • Aug 04There's Been No Shortage Of Growth Recently For BBMG's (HKG:2009) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jun 26Is BBMG Corporation (HKG:2009) Trading At A 35% Discount?Today we will run through one way of estimating the intrinsic value of BBMG Corporation ( HKG:2009 ) by taking the...
Board Change • Jun 25High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Executive Director Dong Wu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • Mar 14BBMG (HKG:2009) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Feb 21The Returns At BBMG (HKG:2009) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 • Jan 07When Should You Buy BBMG Corporation (HKG:2009)?BBMG Corporation ( HKG:2009 ), is not the largest company out there, but it saw significant share price movement during...
分析記事 • Dec 08Is BBMG (HKG:2009) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • Nov 01High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Executive Director Dong Wu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • Sep 24BBMG (HKG:2009) Has More To Do To Multiply In Value Going ForwardTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 • Sep 02BBMG (HKG:2009) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.17 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥34.8b (up 28% from 2Q 2020). Net income: CN¥1.28b (down 7.5% from 2Q 2020). Profit margin: 3.7% (down from 5.1% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • May 13Upcoming dividend of CN¥0.06 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 09 July 2021. Trailing yield: 4.6%. Lower than top quartile of Hong Kong dividend payers (6.0%). Lower than average of industry peers (5.6%).
分析記事 • May 02These 4 Measures Indicate That BBMG (HKG:2009) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.02 (vs CN¥0.01 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: CN¥22.9b (up 67% from 1Q 2020). Net income: CN¥221.0m (up 62% from 1Q 2020). Profit margin: 1.0% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
分析記事 • Apr 01We Think That There Are More Issues For BBMG (HKG:2009) Than Just Sluggish EarningsThe subdued market reaction suggests that BBMG Corporation's ( HKG:2009 ) recent earnings didn't contain any surprises...
分析記事 • Mar 18Is BBMG Corporation's (HKG:2009) Latest Stock Performance A Reflection Of Its Financial Health?Most readers would already be aware that BBMG's (HKG:2009) stock increased significantly by 18% over the past month...
Reported Earnings • Mar 18Full year 2020 earnings released: EPS CN¥0.27 (vs CN¥0.35 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: CN¥35.5b (down 61% from FY 2019). Net income: CN¥2.85b (down 23% from FY 2019). Profit margin: 8.0% (up from 4.0% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Mar 15New 90-day high: HK$1.74The company is up 15% from a price of HK$1.51 on 15 December 2020. Outperformed the Hong Kong market which is up 12% over the last 90 days. Exceeded the Basic Materials industry, which is up 7.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at HK$1.21 per share.
分析記事 • Mar 02Would Shareholders Who Purchased BBMG's (HKG:2009) Stock Three Years Be Happy With The Share price Today?The truth is that if you invest for long enough, you're going to end up with some losing stocks. Long term BBMG...
分析記事 • Feb 17Investors In BBMG Corporation (HKG:2009) Should Consider This, FirstIs BBMG Corporation ( HKG:2009 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Feb 10New 90-day low: HK$1.48The company is down 7.0% from its price of HK$1.59 on 12 November 2020. The Hong Kong market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Basic Materials industry, which is down 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$1.23 per share.
分析記事 • Feb 04Should You Investigate BBMG Corporation (HKG:2009) At HK$1.49?While BBMG Corporation ( HKG:2009 ) might not be the most widely known stock at the moment, it saw significant share...
