View ValuationDongyue Group 将来の成長Future 基準チェック /36Dongyue Group利益と収益がそれぞれ年間21.6%と8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15% 18.7%なると予測されています。主要情報21.6%収益成長率18.70%EPS成長率Chemicals 収益成長38.6%収益成長率8.0%将来の株主資本利益率15.02%アナリストカバレッジLow最終更新日01 May 2026今後の成長に関する最新情報お知らせ • Jun 15Dongyue Group Limited Provides Earnings Guidance for the Six Months Ending 30 June, 2023Dongyue Group Limited provided earnings guidance for the six months ending 30 June, 2023. For the period, the Board expected that the Group may record a significant decrease in its net profit attributable to owners of the Company, as compared with that for the six months ended 30 June 2022.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Zhizhong Ma was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 26+ 1 more updateDongyue Group Limited announces Annual dividend, payable on July 13, 2026Dongyue Group Limited announced Annual dividend of HKD 0.3000 per share payable on July 13, 2026, ex-date on June 09, 2026 and record date on June 10, 2026.お知らせ • Mar 05Dongyue Group Limited to Report Fiscal Year 2025 Results on Mar 25, 2026Dongyue Group Limited announced that they will report fiscal year 2025 results on Mar 25, 2026お知らせ • Jan 02Dongyue Group Limited Announces Nomination Committee Appointments, Effective 31 December 2025The board of directors of Dongyue Group Limited announced that Ms. Chung Tak Lai (Ms. Chung), an executive Director, and Mr. Ma Zhizhong (Mr. Ma), an independent non-executive Director, have been appointed as members of the nomination committee of the Company with effect from 31 December 2025. Following the appointment of Ms. Chung and Mr. Ma, the Nomination Committee has one Director of a different gender, and still comprises a majority of independent non-executive Directors. The above change in composition of the Nomination Committee is implemented in response to the amended Corporate Governance Code as set forth in Appendix C1 to the Rules Governing the Listing of Securities of The Stock Exchange of Hong Kong Limited (the ``Stock Exchange'') which is currently in effect.お知らせ • Jul 25Dongyue Group Limited to Report First Half, 2025 Results on Aug 26, 2025Dongyue Group Limited announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • Jun 05Dongyue Group Limited Approves Final Dividend for the Year Ended 31 December 2024Dongyue Group Limited at the Annual General Meeting held on 5 June 2025, approved declared a final dividend of HKD 0.10 per Share for the year ended 31 December 2024.お知らせ • Mar 28+ 1 more updateDongyue Group Limited announces Annual dividend, payable on July 10, 2025Dongyue Group Limited announced Annual dividend of HKD 0.1000 per share payable on July 10, 2025, ex-date on June 10, 2025 and record date on June 11, 2025.お知らせ • Feb 24Dongyue Group Limited to Report Fiscal Year 2024 Results on Mar 27, 2025Dongyue Group Limited announced that they will report fiscal year 2024 results on Mar 27, 2025Reported Earnings • Sep 29First half 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.13 in 1H 2023)First half 2024 results: EPS: CN¥0.17 (up from CN¥0.13 in 1H 2023). Revenue: CN¥7.26b (flat on 1H 2023). Net income: CN¥307.6m (up 8.4% from 1H 2023). Profit margin: 4.2% (up from 3.9% in 1H 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Sep 26Now 28% overvaluedOver the last 90 days, the stock has fallen 18% to HK$6.95. The fair value is estimated to be HK$5.41, 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. Earnings per share has declined by 17%. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 208% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$6.37, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$5.40 per share.Reported Earnings • Aug 30First half 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.13 in 1H 2023)First half 2024 results: EPS: CN¥0.17 (up from CN¥0.13 in 1H 2023). Revenue: CN¥7.26b (flat on 1H 2023). Net income: CN¥307.6m (up 8.4% from 1H 2023). Profit margin: 4.2% (up from 3.9% in 1H 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 02Dongyue Group Limited to Report First Half, 2024 Results on Aug 28, 2024Dongyue Group Limited announced that they will report first half, 2024 results on Aug 28, 2024お知らせ • Jun 08Dongyue Group Limited Approves Final Dividend for the Year Ended 31 December 2023Dongyue Group Limited at its annual general meeting held on June 6, 2024, approved a final dividend of HKD 0.10 per Share for the year ended 31 December 2023.Upcoming Dividend • Jun 04Upcoming dividend of HK$0.10 per shareEligible shareholders must have bought the stock before 11 June 2024. Payment date: 12 July 2024. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (4.8%).Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$8.73, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$4.99 per share.Reported Earnings • May 02Full year 2023 earnings released: EPS: CN¥0.32 (vs CN¥1.73 in FY 2022)Full year 2023 results: EPS: CN¥0.32 (down from CN¥1.73 in FY 2022). Revenue: CN¥14.5b (down 28% from FY 2022). Net income: CN¥707.8m (down 82% from FY 2022). Profit margin: 4.9% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 29Dividend of HK$0.10 announcedShareholders will receive a dividend of HK$0.10. Ex-date: 11th June 2024 Payment date: 12th July 2024 Dividend yield will be 1.4%, which is lower than the industry average of 8.1%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 60%.お知らせ • Mar 27Dongyue Group Limited, Annual General Meeting, Jun 06, 2024Dongyue Group Limited, Annual General Meeting, Jun 06, 2024.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: CN¥0.32 (vs CN¥1.73 in FY 2022)Full year 2023 results: EPS: CN¥0.32 (down from CN¥1.73 in FY 2022). Revenue: CN¥14.5b (down 28% from FY 2022). Net income: CN¥707.8m (down 82% from FY 2022). Profit margin: 4.9% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 26+ 1 more updateDongyue Group Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on 12 July 2024Dongyue Group Limited proposed final dividend of HKD 0.1 per share for the year ended December 31, 2023, payable on 12 July 2024. Date of shareholders' approval is on 06 June 2024. Ex-dividend date is 11 June 2024. Record date is 17 June 2024.お知らせ • Mar 02Dongyue Group Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Dongyue Group Limited announced that they will report fiscal year 2023 results on Mar 26, 2024New Risk • Feb 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.9% 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 Risk Earnings are forecast to decline by an average of 3.9% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (448% cash payout ratio). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$6.56, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$5.09 per share.Buy Or Sell Opportunity • Feb 20Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to HK$6.56. The fair value is estimated to be HK$5.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to decline by 3.4% in a year. Earnings are forecast to decline by 43% in the next year.Buy Or Sell Opportunity • Jan 25Now 21% overvaluedOver the last 90 days, the stock has fallen 4.8% to HK$5.75. The fair value is estimated to be HK$4.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to decline by 3.4% in a year. Earnings are forecast to decline by 43% in the next year.New Risk • Dec 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% 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 Risk Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (448% cash payout ratio). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 141% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$4.13 per share.Reported Earnings • Sep 16First half 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.76 in 1H 2022)First half 2023 results: EPS: CN¥0.13 (down from CN¥0.76 in 1H 2022). Revenue: CN¥7.20b (down 29% from 1H 2022). Net income: CN¥283.9m (down 83% from 1H 2022). Profit margin: 3.9% (down from 17% in 1H 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 08Dongyue Group Limited to Report First Half, 2023 Results on Aug 25, 2023Dongyue Group Limited announced that they will report first half, 2023 results on Aug 25, 2023Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$7.30, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 136% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$12.72 per share.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to HK$5.67, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 96% over the past three years.お知らせ • Jun 15Dongyue Group Limited Provides Earnings Guidance for the Six Months Ending 30 June, 2023Dongyue Group Limited provided earnings guidance for the six months ending 30 June, 2023. For the period, the Board expected that the Group may record a significant decrease in its net profit attributable to owners of the Company, as compared with that for the six months ended 30 June 2022.Upcoming Dividend • Jun 07Upcoming dividend of HK$0.60 per share at 8.2% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of Hong Kong dividend payers (7.7%). In line with average of industry peers (7.6%).Reported Earnings • Mar 29Full year 2022 earnings released: EPS: CN¥1.73 (vs CN¥0.98 in FY 2021)Full year 2022 results: EPS: CN¥1.73 (up from CN¥0.98 in FY 2021). Revenue: CN¥20.0b (up 26% from FY 2021). Net income: CN¥3.86b (up 86% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Zhizhong Ma was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to HK$8.08, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Chemicals industry in Hong Kong. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$6.69 per share.Reported Earnings • Aug 24First half 2022 earnings released: EPS: CN¥0.76 (vs CN¥0.29 in 1H 2021)First half 2022 results: EPS: CN¥0.76 (up from CN¥0.29 in 1H 2021). Revenue: CN¥10.1b (up 56% from 1H 2021). Net income: CN¥1.69b (up 181% from 1H 2021). Profit margin: 17% (up from 9.3% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 1.1% compared to a 2.7% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 07Upcoming dividend of HK$0.34 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (5.3%).Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$9.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 130% over the past three years.Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$9.45, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 105% over the past three years.Reported Earnings • Apr 28Full year 2021 earnings released: EPS: CN¥0.98 (vs CN¥0.38 in FY 2020)Full year 2021 results: EPS: CN¥0.98 (up from CN¥0.38 in FY 2020). Revenue: CN¥15.8b (up 58% from FY 2020). Net income: CN¥2.07b (up 169% from FY 2020). Profit margin: 13% (up from 7.7% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Zhizhong Ma was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to HK$9.12, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 62% over the past three years.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to HK$7.72, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 66% over the past three years.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$10.66, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 132% over the past three years.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to HK$13.14, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 251% over the past three years.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$15.18, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 297% over the past three years.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to HK$17.92, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 357% over the past three years.Recent Insider Transactions • Oct 16CFO, VP & Executive Director recently bought HK$1.5m worth of stockOn the 12th of October, Zhefeng Zhang bought around 100k shares on-market at roughly HK$14.72 per share. This was the largest purchase by an insider in the last 3 months. This was Zhefeng's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to HK$18.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 536% over the past year.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to HK$21.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 609% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$13.58 per share.Reported Earnings • Sep 02First half 2021 earnings released: EPS CN¥0.29 (vs CN¥0.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CN¥6.47b (up 40% from 1H 2020). Net income: CN¥603.2m (up 49% from 1H 2020). Profit margin: 9.3% (up from 8.7% in 1H 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 34% share price gain to HK$21.55, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 553% over the past year.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥13.24, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 295% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$9.91 per share.Recent Insider Transactions • Jul 08Executive Director recently sold HK$3.7m worth of stockOn the 7th of July, Jian Zhang sold around 397k shares on-market at roughly HK$9.20 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought HK$37m more than they sold in the last 12 months.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 29% share price gain to CN¥8.17, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 139% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$9.64 per share.Upcoming Dividend • Jun 08Upcoming dividend of HK$0.14 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 16 July 2021. Trailing yield: 2.3%. Lower than top quartile of Hong Kong dividend payers (6.0%). Lower than average of industry peers (3.5%).Reported Earnings • Apr 18Full year 2020 earnings released: EPS CN¥0.38 (vs CN¥0.70 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥10.0b (down 23% from FY 2019). Net income: CN¥772.2m (down 47% from FY 2019). Profit margin: 7.7% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥7.01, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Chemicals industry in Hong Kong. Total returns to shareholders of 156% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$9.62 per share.Executive Departure • Mar 12Executive Director has left the companyOn the 11th of March, Chuanqi Liu's tenure as Executive Director ended after 14.6 years in the role. We don't have any record of a personal shareholding under Chuanqi's name. A total of 2 executives have left over the last 12 months.Executive Departure • Mar 12Independent Non Executive Director has left the companyOn the 11th of March, Rundong Yue's tenure as Independent Non Executive Director ended after 13.3 years in the role. We don't have any record of a personal shareholding under Rundong's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Mar 10Full year 2020 earnings released: EPS CN¥0.37 (vs CN¥0.70 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥10.0b (down 23% from FY 2019). Net income: CN¥772.2m (down 47% from FY 2019). Profit margin: 7.7% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Mar 02New 90-day high: HK$7.03The company is up 65% from its price of HK$4.25 on 02 December 2020. The Hong Kong market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 22% over the same period.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥7.03, the stock is trading at a trailing P/E ratio of 11.8x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 10x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 90%.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥5.38, the stock is trading at a trailing P/E ratio of 9x, down from the previous P/E ratio of 11.1x. This compares to an average P/E of 9x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 65%.Is New 90 Day High Low • Jan 25New 90-day high: HK$6.68The company is up 113% from its price of HK$3.13 on 28 October 2020. The Hong Kong market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 45% over the same period.Is New 90 Day High Low • Jan 07New 90-day high: HK$6.26The company is up 106% from its price of HK$3.04 on 09 October 2020. The Hong Kong market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 30% over the same period.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥6.18, the stock is trading at a trailing P/E ratio of 10.5x, up from the previous P/E ratio of 8.5x. This compares to an average P/E of 9x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 47%.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥5.58, the stock is trading at a trailing P/E ratio of 9.4x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 8x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 38%.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥4.88, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 7x. This compares to an average P/E of 8x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 24%.Is New 90 Day High Low • Dec 17New 90-day high: HK$4.45The company is up 43% from its price of HK$3.12 on 18 September 2020. The Hong Kong market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period.Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 19% share price gain to CN¥3.85, the stock is trading at a trailing P/E ratio of 6.6x, up from the previous P/E ratio of 5.6x. This compares to an average P/E of 8x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 7.2%.Is New 90 Day High Low • Nov 12New 90-day high: HK$3.85The company is up 11% from its price of HK$3.47 on 14 August 2020. The Hong Kong market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 1.0% over the same period.Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥3.43, the stock is trading at a trailing P/E ratio of 5.9x, up from the previous P/E ratio of 5x. This compares to an average P/E of 7x in the Chemicals industry in Hong Kong. Total return to shareholders over the past year is a loss of 11%.Is New 90 Day High Low • Sep 24New 90-day low: HK$3.00The company is down 3.0% from its price of HK$3.10 on 24 June 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 1.0% over the same period.Recent Insider Transactions • Sep 24CEO & Chairman recently bought HK$40m worth of stockOn the 17th of September, Jianhong Zhang bought around 19m shares on-market at roughly HK$2.16 per share. This was the largest purchase by an insider in the last 3 months. This was Jianhong's only on-market trade for the last 12 months.業績と収益の成長予測SHSC:189 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202818,3993,318N/A4,384312/31/202717,3912,961N/A4,382412/31/202616,4282,504N/A4,065412/31/202514,3551,6422,1633,706N/A9/30/202514,3691,4621,6933,437N/A6/30/202514,3831,2821,2223,168N/A3/31/202514,2821,0477482,620N/A12/31/202414,1818112742,072N/A9/30/202414,369771-1871,572N/A6/30/202414,556732-6471,072N/A3/31/202414,525720-6421,224N/A12/31/202314,493708-6371,376N/A9/30/202315,8031,577-1852,313N/A6/30/202317,1132,4472663,250N/A3/31/202318,5703,1517474,166N/A12/31/202220,0283,8561,2285,083N/A9/30/202219,7573,5109905,166N/A6/30/202219,4863,1647525,250N/A3/31/202217,6652,6203534,582N/A12/31/202115,8442,075-463,914N/A9/30/202113,8611,5231573,174N/A6/30/202111,8799713602,435N/A3/31/202110,9628724332,348N/A12/31/202010,0447725062,261N/A9/30/202010,7969014772,179N/A6/30/202011,5481,0304482,097N/A3/31/202012,2531,2466422,214N/A12/31/201912,9591,4638362,330N/A9/30/201912,9261,611N/A2,867N/A6/30/201912,8931,759N/A3,404N/A3/31/201913,5561,944N/A3,639N/A12/31/201814,2192,129N/A3,873N/A9/30/201813,4702,114N/A3,181N/A6/30/201812,7212,098N/A2,489N/A3/31/201811,4291,850N/A1,806N/A12/31/201710,1371,601N/A1,122N/A9/30/20179,5341,296N/A1,226N/A6/30/20178,931990N/A1,330N/A3/31/20178,451789N/A1,438N/A12/31/20167,970588N/A1,546N/A9/30/20167,577-16N/A1,268N/A6/30/20167,184-620N/A990N/A3/31/20167,108-655N/A777N/A12/31/20157,032-690N/A564N/A9/30/20157,398-80N/A986N/A6/30/20157,764530N/A596N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 189の予測収益成長率 (年間21.6% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: 189の収益 ( 21.6% ) はHong Kong市場 ( 12.6% ) よりも速いペースで成長すると予測されています。高成長収益: 189の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 189の収益 ( 8% ) Hong Kong市場 ( 8.7% ) よりも低い成長が予測されています。高い収益成長: 189の収益 ( 8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 189の 自己資本利益率 は、3年後には低くなると予測されています ( 15 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 23:13終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Dongyue Group Limited 4 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。11 アナリスト機関Rita WuBarclaysnull nullCCB International Securities LimitedXiling LiChina International Capital Corporation Limited8 その他のアナリストを表示
お知らせ • Jun 15Dongyue Group Limited Provides Earnings Guidance for the Six Months Ending 30 June, 2023Dongyue Group Limited provided earnings guidance for the six months ending 30 June, 2023. For the period, the Board expected that the Group may record a significant decrease in its net profit attributable to owners of the Company, as compared with that for the six months ended 30 June 2022.
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Zhizhong Ma was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 26+ 1 more updateDongyue Group Limited announces Annual dividend, payable on July 13, 2026Dongyue Group Limited announced Annual dividend of HKD 0.3000 per share payable on July 13, 2026, ex-date on June 09, 2026 and record date on June 10, 2026.
お知らせ • Mar 05Dongyue Group Limited to Report Fiscal Year 2025 Results on Mar 25, 2026Dongyue Group Limited announced that they will report fiscal year 2025 results on Mar 25, 2026
お知らせ • Jan 02Dongyue Group Limited Announces Nomination Committee Appointments, Effective 31 December 2025The board of directors of Dongyue Group Limited announced that Ms. Chung Tak Lai (Ms. Chung), an executive Director, and Mr. Ma Zhizhong (Mr. Ma), an independent non-executive Director, have been appointed as members of the nomination committee of the Company with effect from 31 December 2025. Following the appointment of Ms. Chung and Mr. Ma, the Nomination Committee has one Director of a different gender, and still comprises a majority of independent non-executive Directors. The above change in composition of the Nomination Committee is implemented in response to the amended Corporate Governance Code as set forth in Appendix C1 to the Rules Governing the Listing of Securities of The Stock Exchange of Hong Kong Limited (the ``Stock Exchange'') which is currently in effect.
お知らせ • Jul 25Dongyue Group Limited to Report First Half, 2025 Results on Aug 26, 2025Dongyue Group Limited announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • Jun 05Dongyue Group Limited Approves Final Dividend for the Year Ended 31 December 2024Dongyue Group Limited at the Annual General Meeting held on 5 June 2025, approved declared a final dividend of HKD 0.10 per Share for the year ended 31 December 2024.
お知らせ • Mar 28+ 1 more updateDongyue Group Limited announces Annual dividend, payable on July 10, 2025Dongyue Group Limited announced Annual dividend of HKD 0.1000 per share payable on July 10, 2025, ex-date on June 10, 2025 and record date on June 11, 2025.
お知らせ • Feb 24Dongyue Group Limited to Report Fiscal Year 2024 Results on Mar 27, 2025Dongyue Group Limited announced that they will report fiscal year 2024 results on Mar 27, 2025
Reported Earnings • Sep 29First half 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.13 in 1H 2023)First half 2024 results: EPS: CN¥0.17 (up from CN¥0.13 in 1H 2023). Revenue: CN¥7.26b (flat on 1H 2023). Net income: CN¥307.6m (up 8.4% from 1H 2023). Profit margin: 4.2% (up from 3.9% in 1H 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Sep 26Now 28% overvaluedOver the last 90 days, the stock has fallen 18% to HK$6.95. The fair value is estimated to be HK$5.41, 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. Earnings per share has declined by 17%. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 208% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$6.37, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$5.40 per share.
Reported Earnings • Aug 30First half 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.13 in 1H 2023)First half 2024 results: EPS: CN¥0.17 (up from CN¥0.13 in 1H 2023). Revenue: CN¥7.26b (flat on 1H 2023). Net income: CN¥307.6m (up 8.4% from 1H 2023). Profit margin: 4.2% (up from 3.9% in 1H 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 02Dongyue Group Limited to Report First Half, 2024 Results on Aug 28, 2024Dongyue Group Limited announced that they will report first half, 2024 results on Aug 28, 2024
お知らせ • Jun 08Dongyue Group Limited Approves Final Dividend for the Year Ended 31 December 2023Dongyue Group Limited at its annual general meeting held on June 6, 2024, approved a final dividend of HKD 0.10 per Share for the year ended 31 December 2023.
Upcoming Dividend • Jun 04Upcoming dividend of HK$0.10 per shareEligible shareholders must have bought the stock before 11 June 2024. Payment date: 12 July 2024. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (4.8%).
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$8.73, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$4.99 per share.
Reported Earnings • May 02Full year 2023 earnings released: EPS: CN¥0.32 (vs CN¥1.73 in FY 2022)Full year 2023 results: EPS: CN¥0.32 (down from CN¥1.73 in FY 2022). Revenue: CN¥14.5b (down 28% from FY 2022). Net income: CN¥707.8m (down 82% from FY 2022). Profit margin: 4.9% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 29Dividend of HK$0.10 announcedShareholders will receive a dividend of HK$0.10. Ex-date: 11th June 2024 Payment date: 12th July 2024 Dividend yield will be 1.4%, which is lower than the industry average of 8.1%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 60%.
お知らせ • Mar 27Dongyue Group Limited, Annual General Meeting, Jun 06, 2024Dongyue Group Limited, Annual General Meeting, Jun 06, 2024.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: CN¥0.32 (vs CN¥1.73 in FY 2022)Full year 2023 results: EPS: CN¥0.32 (down from CN¥1.73 in FY 2022). Revenue: CN¥14.5b (down 28% from FY 2022). Net income: CN¥707.8m (down 82% from FY 2022). Profit margin: 4.9% (down from 19% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 26+ 1 more updateDongyue Group Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on 12 July 2024Dongyue Group Limited proposed final dividend of HKD 0.1 per share for the year ended December 31, 2023, payable on 12 July 2024. Date of shareholders' approval is on 06 June 2024. Ex-dividend date is 11 June 2024. Record date is 17 June 2024.
お知らせ • Mar 02Dongyue Group Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Dongyue Group Limited announced that they will report fiscal year 2023 results on Mar 26, 2024
New Risk • Feb 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.9% 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 Risk Earnings are forecast to decline by an average of 3.9% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (448% cash payout ratio). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$6.56, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$5.09 per share.
Buy Or Sell Opportunity • Feb 20Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to HK$6.56. The fair value is estimated to be HK$5.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to decline by 3.4% in a year. Earnings are forecast to decline by 43% in the next year.
Buy Or Sell Opportunity • Jan 25Now 21% overvaluedOver the last 90 days, the stock has fallen 4.8% to HK$5.75. The fair value is estimated to be HK$4.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to decline by 3.4% in a year. Earnings are forecast to decline by 43% in the next year.
New Risk • Dec 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% 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 Risk Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (448% cash payout ratio). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.39, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 141% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$4.13 per share.
Reported Earnings • Sep 16First half 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.76 in 1H 2022)First half 2023 results: EPS: CN¥0.13 (down from CN¥0.76 in 1H 2022). Revenue: CN¥7.20b (down 29% from 1H 2022). Net income: CN¥283.9m (down 83% from 1H 2022). Profit margin: 3.9% (down from 17% in 1H 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 08Dongyue Group Limited to Report First Half, 2023 Results on Aug 25, 2023Dongyue Group Limited announced that they will report first half, 2023 results on Aug 25, 2023
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$7.30, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 136% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$12.72 per share.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to HK$5.67, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 96% over the past three years.
お知らせ • Jun 15Dongyue Group Limited Provides Earnings Guidance for the Six Months Ending 30 June, 2023Dongyue Group Limited provided earnings guidance for the six months ending 30 June, 2023. For the period, the Board expected that the Group may record a significant decrease in its net profit attributable to owners of the Company, as compared with that for the six months ended 30 June 2022.
Upcoming Dividend • Jun 07Upcoming dividend of HK$0.60 per share at 8.2% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of Hong Kong dividend payers (7.7%). In line with average of industry peers (7.6%).
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: CN¥1.73 (vs CN¥0.98 in FY 2021)Full year 2022 results: EPS: CN¥1.73 (up from CN¥0.98 in FY 2021). Revenue: CN¥20.0b (up 26% from FY 2021). Net income: CN¥3.86b (up 86% from FY 2021). Profit margin: 19% (up from 13% in FY 2021). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Zhizhong Ma was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to HK$8.08, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Chemicals industry in Hong Kong. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$6.69 per share.
Reported Earnings • Aug 24First half 2022 earnings released: EPS: CN¥0.76 (vs CN¥0.29 in 1H 2021)First half 2022 results: EPS: CN¥0.76 (up from CN¥0.29 in 1H 2021). Revenue: CN¥10.1b (up 56% from 1H 2021). Net income: CN¥1.69b (up 181% from 1H 2021). Profit margin: 17% (up from 9.3% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 1.1% compared to a 2.7% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 07Upcoming dividend of HK$0.34 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (5.3%).
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$9.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 130% over the past three years.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$9.45, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 105% over the past three years.
Reported Earnings • Apr 28Full year 2021 earnings released: EPS: CN¥0.98 (vs CN¥0.38 in FY 2020)Full year 2021 results: EPS: CN¥0.98 (up from CN¥0.38 in FY 2020). Revenue: CN¥15.8b (up 58% from FY 2020). Net income: CN¥2.07b (up 169% from FY 2020). Profit margin: 13% (up from 7.7% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Zhizhong Ma was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to HK$9.12, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 62% over the past three years.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to HK$7.72, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 66% over the past three years.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$10.66, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 132% over the past three years.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to HK$13.14, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 251% over the past three years.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$15.18, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 297% over the past three years.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to HK$17.92, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 357% over the past three years.
Recent Insider Transactions • Oct 16CFO, VP & Executive Director recently bought HK$1.5m worth of stockOn the 12th of October, Zhefeng Zhang bought around 100k shares on-market at roughly HK$14.72 per share. This was the largest purchase by an insider in the last 3 months. This was Zhefeng's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to HK$18.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 536% over the past year.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to HK$21.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 609% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$13.58 per share.
Reported Earnings • Sep 02First half 2021 earnings released: EPS CN¥0.29 (vs CN¥0.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CN¥6.47b (up 40% from 1H 2020). Net income: CN¥603.2m (up 49% from 1H 2020). Profit margin: 9.3% (up from 8.7% in 1H 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 34% share price gain to HK$21.55, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 553% over the past year.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥13.24, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 295% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$9.91 per share.
Recent Insider Transactions • Jul 08Executive Director recently sold HK$3.7m worth of stockOn the 7th of July, Jian Zhang sold around 397k shares on-market at roughly HK$9.20 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought HK$37m more than they sold in the last 12 months.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 29% share price gain to CN¥8.17, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 139% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$9.64 per share.
Upcoming Dividend • Jun 08Upcoming dividend of HK$0.14 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 16 July 2021. Trailing yield: 2.3%. Lower than top quartile of Hong Kong dividend payers (6.0%). Lower than average of industry peers (3.5%).
Reported Earnings • Apr 18Full year 2020 earnings released: EPS CN¥0.38 (vs CN¥0.70 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥10.0b (down 23% from FY 2019). Net income: CN¥772.2m (down 47% from FY 2019). Profit margin: 7.7% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥7.01, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Chemicals industry in Hong Kong. Total returns to shareholders of 156% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$9.62 per share.
Executive Departure • Mar 12Executive Director has left the companyOn the 11th of March, Chuanqi Liu's tenure as Executive Director ended after 14.6 years in the role. We don't have any record of a personal shareholding under Chuanqi's name. A total of 2 executives have left over the last 12 months.
Executive Departure • Mar 12Independent Non Executive Director has left the companyOn the 11th of March, Rundong Yue's tenure as Independent Non Executive Director ended after 13.3 years in the role. We don't have any record of a personal shareholding under Rundong's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Mar 10Full year 2020 earnings released: EPS CN¥0.37 (vs CN¥0.70 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥10.0b (down 23% from FY 2019). Net income: CN¥772.2m (down 47% from FY 2019). Profit margin: 7.7% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Mar 02New 90-day high: HK$7.03The company is up 65% from its price of HK$4.25 on 02 December 2020. The Hong Kong market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 22% over the same period.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥7.03, the stock is trading at a trailing P/E ratio of 11.8x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 10x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 90%.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥5.38, the stock is trading at a trailing P/E ratio of 9x, down from the previous P/E ratio of 11.1x. This compares to an average P/E of 9x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 65%.
Is New 90 Day High Low • Jan 25New 90-day high: HK$6.68The company is up 113% from its price of HK$3.13 on 28 October 2020. The Hong Kong market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 45% over the same period.
Is New 90 Day High Low • Jan 07New 90-day high: HK$6.26The company is up 106% from its price of HK$3.04 on 09 October 2020. The Hong Kong market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 30% over the same period.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥6.18, the stock is trading at a trailing P/E ratio of 10.5x, up from the previous P/E ratio of 8.5x. This compares to an average P/E of 9x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 47%.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥5.58, the stock is trading at a trailing P/E ratio of 9.4x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 8x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 38%.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥4.88, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 7x. This compares to an average P/E of 8x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 24%.
Is New 90 Day High Low • Dec 17New 90-day high: HK$4.45The company is up 43% from its price of HK$3.12 on 18 September 2020. The Hong Kong market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period.
Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 19% share price gain to CN¥3.85, the stock is trading at a trailing P/E ratio of 6.6x, up from the previous P/E ratio of 5.6x. This compares to an average P/E of 8x in the Chemicals industry in Hong Kong. Total returns to shareholders over the past year are 7.2%.
Is New 90 Day High Low • Nov 12New 90-day high: HK$3.85The company is up 11% from its price of HK$3.47 on 14 August 2020. The Hong Kong market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 1.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥3.43, the stock is trading at a trailing P/E ratio of 5.9x, up from the previous P/E ratio of 5x. This compares to an average P/E of 7x in the Chemicals industry in Hong Kong. Total return to shareholders over the past year is a loss of 11%.
Is New 90 Day High Low • Sep 24New 90-day low: HK$3.00The company is down 3.0% from its price of HK$3.10 on 24 June 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 1.0% over the same period.
Recent Insider Transactions • Sep 24CEO & Chairman recently bought HK$40m worth of stockOn the 17th of September, Jianhong Zhang bought around 19m shares on-market at roughly HK$2.16 per share. This was the largest purchase by an insider in the last 3 months. This was Jianhong's only on-market trade for the last 12 months.