Sinofert Holdings（297）株式概要シノファート・ホールディングス・リミテッドは投資持株会社で、中国本土および国際的な肥料原料および作物栄養製品の生産、輸出入、流通、小売に従事している。 詳細297 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績5/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より61.8%で取引されている 収益は年間8.9%増加すると予測されています 過去1年間で収益は18.6%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見る297 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$1.463.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b32b2016201920222025202620282031Revenue CN¥32.2bEarnings CN¥1.7bAdvancedSet Fair ValueView all narrativesSinofert Holdings Limited 競合他社Migao Group HoldingsSymbol: SEHK:9879Market cap: HK$8.1bChina BlueChemicalSymbol: SEHK:3983Market cap: HK$11.0bChina XLX FertiliserSymbol: SEHK:1866Market cap: HK$15.2bDongguang ChemicalSymbol: SEHK:1702Market cap: HK$1.2b価格と性能株価の高値、安値、推移の概要Sinofert Holdings過去の株価現在の株価HK$1.4652週高値HK$2.0752週安値HK$1.24ベータ0.761ヶ月の変化-7.01%3ヶ月変化-19.34%1年変化8.96%3年間の変化n/a5年間の変化35.19%IPOからの変化7.35%最新ニュースDeclared Dividend • May 20Final dividend of HK$0.069 announcedShareholders will receive a dividend of HK$0.069. Ex-date: 10th June 2026 Payment date: 24th July 2026 Dividend yield will be 6.4%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Po Yuen Sun was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • May 14Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty., Hong Kongお知らせ • Mar 16Sinofert Holdings Limited to Report Fiscal Year 2025 Final Results on Mar 26, 2026Sinofert Holdings Limited announced that they will report fiscal year 2025 final results at 9:30 AM, China Standard Time on Mar 26, 2026お知らせ • Feb 14Sinofert Holdings Limited Announces Board Changes, Effective February 13, 2026Sinofert Holdings Limited announced that Mr. Su Fu has resigned as a non-executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board due to adjustment on work arrangements, with effect from February 13, 2026. Mr. Zhang Xuegong has been appointed as an executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board, with effect from February 13, 2026. Mr. Zhang Xuegong, aged 55, graduated from Tsinghua University in July 1995 with a Master of Science degree in physical chemistry, and obtained a master of business administration degree from China Europe International Business School in November 2004. Mr. Zhang joined China Chemical Import and Export Corporation in August 1995, and has since held various positions, including section chief of the Personnel Department and director of the president’s office of China Chemical Import and Export Corporation; deputy general manager and general manager of the logistics business division of Sinochem International Corporation; assistant to the general manager, deputy director and director of the strategic execution department of Sinochem Group Co. Ltd.; director of the strategic execution department of Sinochem Holdings Corporation Ltd.; and executive director, secretary to the Party Committee and general manager of China National Seed Group Co. Ltd. Between March 1999 and February 2001, Mr. Zhang served in the Company, during which he successively held various positions including that of a staff member of the phosphate fertilizer division, deputy director and director of the general office. From October 2022 to February 2026, Mr. Zhang served as secretary to the Party Committee and president of the chemical business division of Sinochem Holdings Corporation Ltd., secretary to the Party Committee and general manager of Sinochem International Corporation, and director and chairman of Sinochem International Corporation. Since February 2026, Mr. Zhang has been serving as secretary to the Party Committee of Sinochem Fertilizer Company Limited. Mr. Zhang has extensive experience in leading corporate development, is familiar with the agricultural and chemical industry chains and competitive landscape, possesses a thorough understanding of international business practices, and has strong capabilities in strategic planning, operational management, corporate leadership and business execution.お知らせ • Aug 12Sinofert Holdings Limited to Report First Half, 2025 Results on Aug 25, 2025Sinofert Holdings Limited announced that they will report first half, 2025 results on Aug 25, 2025最新情報をもっと見るRecent updatesDeclared Dividend • May 20Final dividend of HK$0.069 announcedShareholders will receive a dividend of HK$0.069. Ex-date: 10th June 2026 Payment date: 24th July 2026 Dividend yield will be 6.4%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Po Yuen Sun was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • May 14Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty., Hong Kongお知らせ • Mar 16Sinofert Holdings Limited to Report Fiscal Year 2025 Final Results on Mar 26, 2026Sinofert Holdings Limited announced that they will report fiscal year 2025 final results at 9:30 AM, China Standard Time on Mar 26, 2026お知らせ • Feb 14Sinofert Holdings Limited Announces Board Changes, Effective February 13, 2026Sinofert Holdings Limited announced that Mr. Su Fu has resigned as a non-executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board due to adjustment on work arrangements, with effect from February 13, 2026. Mr. Zhang Xuegong has been appointed as an executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board, with effect from February 13, 2026. Mr. Zhang Xuegong, aged 55, graduated from Tsinghua University in July 1995 with a Master of Science degree in physical chemistry, and obtained a master of business administration degree from China Europe International Business School in November 2004. Mr. Zhang joined China Chemical Import and Export Corporation in August 1995, and has since held various positions, including section chief of the Personnel Department and director of the president’s office of China Chemical Import and Export Corporation; deputy general manager and general manager of the logistics business division of Sinochem International Corporation; assistant to the general manager, deputy director and director of the strategic execution department of Sinochem Group Co. Ltd.; director of the strategic execution department of Sinochem Holdings Corporation Ltd.; and executive director, secretary to the Party Committee and general manager of China National Seed Group Co. Ltd. Between March 1999 and February 2001, Mr. Zhang served in the Company, during which he successively held various positions including that of a staff member of the phosphate fertilizer division, deputy director and director of the general office. From October 2022 to February 2026, Mr. Zhang served as secretary to the Party Committee and president of the chemical business division of Sinochem Holdings Corporation Ltd., secretary to the Party Committee and general manager of Sinochem International Corporation, and director and chairman of Sinochem International Corporation. Since February 2026, Mr. Zhang has been serving as secretary to the Party Committee of Sinochem Fertilizer Company Limited. Mr. Zhang has extensive experience in leading corporate development, is familiar with the agricultural and chemical industry chains and competitive landscape, possesses a thorough understanding of international business practices, and has strong capabilities in strategic planning, operational management, corporate leadership and business execution.お知らせ • Aug 12Sinofert Holdings Limited to Report First Half, 2025 Results on Aug 25, 2025Sinofert Holdings Limited announced that they will report first half, 2025 results on Aug 25, 2025お知らせ • Jun 24Sinofert Holdings Limited Announces Special Dividend, Payable on 25 July 2025Sinofert Holdings Limited announced special dividend of HKD 0.0246 per share. Ex-dividend date: 08 July 2025. Record date: 10 July 2025. Payment date: 25 July 2025.お知らせ • May 15Sinofert Holdings Limited, Annual General Meeting, Jun 10, 2025Sinofert Holdings Limited, Annual General Meeting, Jun 10, 2025, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong Kongお知らせ • Mar 13Sinofert Holdings Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Sinofert Holdings Limited announced that they will report fiscal year 2024 results on Mar 25, 2025お知らせ • Jan 27Sinofert Holdings Limited Provides Earnings Guidance for the Year Ended December 31, 2024Sinofert Holdings Limited provided earnings guidance for the year Ended December 31, 2024. For the year, the group it is expected to record a profit attributable to owners of the Company between RMB 1,010 million and RMB 1,110 million, which represents a notable increase as compared to the profit attributable to owners of the Company for the year ended 31 December 2023 of RMB 626 million.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$1.11, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Chemicals industry in Hong Kong. Total loss to shareholders of 18% over the past three years.Reported Earnings • Aug 28First half 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.14 in 1H 2023)First half 2024 results: EPS: CN¥0.15 (up from CN¥0.14 in 1H 2023). Revenue: CN¥13.7b (up 4.2% from 1H 2023). Net income: CN¥1.05b (up 4.7% from 1H 2023). Profit margin: 7.7% (up from 7.6% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.お知らせ • Aug 14Sinofert Holdings Limited to Report First Half, 2024 Results on Aug 26, 2024Sinofert Holdings Limited announced that they will report first half, 2024 results on Aug 26, 2024Buy Or Sell Opportunity • Jul 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to HK$0.97. The fair value is estimated to be HK$0.80, 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 grown by 6.9%.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$1.02, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 9x in the Chemicals industry in Hong Kong. Total loss to shareholders of 16% over the past three years.Buy Or Sell Opportunity • Jul 02Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to HK$1.00. The fair value is estimated to be HK$0.77, 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 grown by 6.9%.Buy Or Sell Opportunity • Jun 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to HK$1.00. The fair value is estimated to be HK$0.79, 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 grown by 6.9%.Board Change • Jun 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Po Yuen Sun was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Jun 13+ 1 more updateSinofert Holdings Limited Announces Board and Committee ChangesThe board of directors of Sinofert Holdings Limited announced that Mr. Wang Jun has resigned as an executive director of the Company, a member of the nomination committee and a member of the corporate governance committee of the Board due to adjustment in work arrangements, with effect from 11 June 2024. Mr. Wang Jun has confirmed that he has no disagreement with the Board and there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board further announced that Mr. Wang Tielin (‘Mr. Wang’) has been appointed as an executive director of the company, the chairman of the corporate governance committee and a member of the strategic committee of the Board, the authorized representative of the Company for the purpose of Rule 3.05 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the ‘Listing Rules’) and the authorized representative of the Company for the purpose of the Companies Ordinance (Chapter 622 of the Laws of Hong Kong) (the ‘Companies Ordinance’), and Ms. Chen Shengnan (‘Ms. Chen’) has been appointed as an executive director of the Company, a member of the corporate governance committee and a member of the strategic committee of the Board, with all of the aforementioned appointments taking effect from 11 June 2024. Mr. Wang Tielin, aged 57, is currently the vice president of Syngenta Group China, the indirect controlling shareholder of the Company. Mr. Wang graduated from Tsinghua University in August 1990 with a bachelor's degree in mechanical design and manufacturing, and he obtained a master's degree in mechanical engineering from Tsinghua University in July 1994. Mr. Wang was a teacher at Tsinghua University, and worked at China National Industrial Machinery Import and Export Corporation and CMC International Tendering Corporation. After joining Sinochem Group Co. Ltd. in November 2002, Mr. Wang served as assistant general manager of China Foreign Economy and Trade Trust Co. Ltd., deputy general manager of Norian Fund Management Co. Ltd., chairman of the board of directors and general manager of Sinochem International Tendering Co. Ltd., deputy secretary of the party committee and vice president of the agriculture business division of Sinochem Group Co. Ltd., deputy secretary of the party committee and chief communication officer of Syngenta Group China, during which time, Mr. Wang served as the deputy general manager of the Company from May 2006 to August 2012. Mr. Wang has years of experience in leading corporate development, with good strategic insight, international cooperation, organisational development and resource integration capabilities, with nearing three decades of combined experience in machinery import and export, finance and agriculture. During his tenure as a deputy general manager of the Company from 2006 to 2012, Mr. Wang gained an in-depth understanding of the Group's corporate strategy and market positioning, successfully expanded its diversified marketing network, and led the team's building and development, which contributed significantly to the Company's performance growth and enhancement of its brand influence. Mr. Wang is also serving as the executive director and general manager of Sinochem Southern (Guangzhou) Modern Agriculture Co. Ltd., and the chairman and general manager of Sinochem Life Sciences (Guangzhou) Co. Ltd., both of which are indirectly controlled subsidiaries of Sinochem Holdings Corporation Ltd., the ultimate controlling shareholder of the Company. Ms. Chen Shengnan, aged 46, is currently the deputy general manager of the Company. Ms. Chen graduated from Nankai University with a bachelor's degree in chemistry in July 2000 and she obtained a master's degree in polymer physics and chemistry from Nankai University in July 2003. Ms. Chen joined Sinochem Fertilizer Company Limited in July 2003 and she has served as the assistant general manager, deputy general manager, executive deputy general manager and general manager of the potash fertilizer department. Ms. Chen was appointed as the assistant general manager of the Company in January 2017, and was promoted to the position of deputy general manager of the Company in May 2020. She is currently serving in various subsidiaries of the Company, including the deputy general manager of Sinochem (Hainan) Agricultural Ecology Limited Company, the chairman of the board and general manager of Sinochem Fertilizer Macao Limited, a director of China Fertilizer (Holdings) Company Limited, a director of Sinochem Fertilizer (Overseas) Holdings Ltd. and a director of Calorie Limited respectively. Ms. Chen has been involved in the fertilizer industry for over two decades, with in-depth understanding of the demand and supply landscape and development trend of domestic and overseas fertilizer industry, and has extensive experience in international resource acquisition, marketing management and team management. In addition to the above positions in the Group, Ms. Chen currently serves as the general manager of the fertilizer import department of Sinochem Group Co. Ltd., which is owned by the ultimate controlling shareholder of the Company, the chairman of Yitong Digital Technology Co. Ltd., an indirect subsidiary of the ultimate controlling shareholder of the Company and an associate of the Company, and a director of Qinghai Salt Lake Industry Co. Ltd.Buy Or Sell Opportunity • Jun 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to HK$0.95. The fair value is estimated to be HK$0.79, 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 grown by 6.9%.Board Change • Jun 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 08Sinofert Holdings Limited Announces Board and Committee ChangesSinofert Holdings Limited announced that Mr. Tse Hau Yin, Aloysius has retired as an independent non-executive director of the Company, and has ceased to be the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board, with effect from the conclusion of the AGM; and Mr. Sun Po Yuen has been appointed as an independent non-executive director of the Company, the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board, with effect from the conclusion of the AGM.Upcoming Dividend • Jun 06Upcoming dividend of HK$0.049 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). In line with average of industry peers (4.9%).Declared Dividend • May 16Dividend of HK$0.049 announcedShareholders will receive a dividend of HK$0.049. Ex-date: 13th June 2024 Payment date: 18th July 2024 Dividend yield will be 4.9%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 21% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 6.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 16Sinofert Holdings Limited, Annual General Meeting, Jun 07, 2024Sinofert Holdings Limited, Annual General Meeting, Jun 07, 2024, at 09:30 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong Kongお知らせ • May 15Sinofert Holdings Limited Announces Retirement of Tse Hau Yin, Aloysius as an Independent Non-Executive DirectorThe board of directors of Sinofert Holdings Limited (the Company) announced that Mr. Tse Hau Yin, Aloysius (Mr. Tse) shall retire from office at the forthcoming annual general meeting of the Company to be held on 7 June 2024 (the AGM) pursuant to the bye-laws of the Company. Mr. Tse has informed the Board that he has decided not to offer himself for re-election at the AGM after consideration. Accordingly, with effect from the conclusion of the AGM, Mr. Tse will retire as an independent non-executive director of the Company, and cease to be the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board. Mr. Tse has confirmed that he has no disagreement with the Board and that there are no matters relating to his retirement that need to be brought to the attention of the shareholders of the Company.Buy Or Sell Opportunity • May 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to HK$0.98. The fair value is estimated to be HK$0.79, 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 grown by 6.9%.Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.16 in FY 2022)Full year 2023 results: EPS: CN¥0.089 (down from CN¥0.16 in FY 2022). Revenue: CN¥21.7b (down 5.5% from FY 2022). Net income: CN¥625.5m (down 44% from FY 2022). Profit margin: 2.9% (down from 4.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Mar 28Sinofert Holdings Limited Proposes Final Dividend for the Year Ended 31 December 2023Sinofert Holdings Limited proposed the Final Dividend of HKD 0.0491 per share for the year ended 31 December 2023.Reported Earnings • Mar 26Full year 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.16 in FY 2022)Full year 2023 results: EPS: CN¥0.089 (down from CN¥0.16 in FY 2022). Revenue: CN¥21.7b (down 5.5% from FY 2022). Net income: CN¥625.5m (down 44% from FY 2022). Profit margin: 2.9% (down from 4.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Mar 14Sinofert Holdings Limited to Report Fiscal Year 2023 Final Results on Mar 25, 2024Sinofert Holdings Limited announced that they will report fiscal year 2023 final results on Mar 25, 2024Buy Or Sell Opportunity • Feb 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to HK$0.77. The fair value is estimated to be HK$0.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 23%.お知らせ • Feb 01Sinofert Holdings Limited Provides Preliminary Unaudited Consolidated Group Earnings Guidance for the Year Ended 31 December 2023Sinofert Holdings Limited provided preliminary unaudited consolidated group earnings guidance for the year ended 31 December 2023. For the year, the group expects to record a profit attributable to owners of the Company to be between RMB 550 million and RMB 650 million, which represents a decrease as compared to the profit attributable to owners of the Company for the year ended 31 December 2022 of RMB 1,117 million. Based on the information currently available, the expected decrease is mainly attributable to the following reasons: provision for asset impairment loss for interests in an associate and provision for expected credit loss due to performance of guarantees obligations by Sinochem Fertilizer for its associate.お知らせ • Jan 24Sinofert Holdings Limited Announces Executive ChangesThe board of directors of Sinofert Holdings Limited announced that Mr. Liu Hongsheng (Mr. Liu) has resigned as a non-executive director and the chairman of the Board of the Company due to adjustment of work arrangements, with effect from 24 January 2024. Mr. Liu has confirmed that he has no disagreement with the Board and that there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board further announces that Mr. Su Fu (Mr. Su) has been appointed as a non-executivedirector and the chairman of the Board of the Company, with effect from 24 January 2024. Upon establishment of the strategy committee of the Board (the Strategy Committee) as set out in this announcement below, Mr. Su has also been appointed as a member and the chairman of the Strategy Committee. Mr. Su, aged 49, graduated from the Department of Economics of Beijing Wuzi University majoring in international trade with a bachelor's degree in economics in July 1995. From July 1995 to March 2000, Mr. Su worked at Beijing Chemical Industry and Light Industry Company and Huaxing Import & Export Trading Co. Ltd. Mr. Su joined Sinochem International Corporation in March 2000, and held various positions including the assistant to the general manager and the deputy general manager of Sinochem International. From January 2013 to November 2022, Mr. Su served as the chief executive officer of Sennics Co. Ltd. Mr. Su was the director of the strategy implementation department and the production and operation department of Sinochem Holdings Corporation Ltd. in November 2022 and September 2023, respectively. Mr. Su has been serving as the chairman of Syngenta Group China since December 2023. Mr. Su is also serving as the chairman of the supervisory committee of various subsidiaries of Sinochem Holdings, including Haohua Chemical Science & Technology Corp. Ltd. and Luxi Chemical Group Co. Ltd. Mr. Su has many years of experience in leading the development of enterprises, with a deep understanding of the rules on international business operations. He is also familiar with the chemical industry chain and the competitive landscape of the industry, has the ability to make good strategic judgments, decisions and business operations, and possesses strong capabilities in investment, merger and acquisition, as well as industry integration. The Company will issue a formal letter of appointment to Mr. Su, setting out key terms and conditions of his appointment. The term of office of Mr. Su will be three years from the date of appointment. Pursuant to the bye-laws of the Company, Mr. Su will hold office until the next annual general meeting of the Company and will then be eligible for re-election at that meeting. Thereafter, Mr. Su will be subject to retirement by rotation and will be eligible for re-election at subsequent annual general meetings of the Company in accordance with the bye-laws of the Company. The Board announced that, with effect from 24 January 2024, the Board has established the Strategy Committee of the Board for the purposes of promoting strategic development of the Company, enhancing its core competitiveness, and improving decision-making procedures for investments. Mr. Su Fu, a non-executive director, has been appointed as a member and the chairman of the Strategy Committee; and Ms. Wang Ling, an executive director, and Mr. Lu Xin, an independent non-executive director, have been appointed as members of the Strategy Committee, in each case with effect from 24 January 2024.Reported Earnings • Sep 18First half 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.14 in 1H 2022)First half 2023 results: EPS: CN¥0.14 (up from CN¥0.14 in 1H 2022). Revenue: CN¥13.1b (down 14% from 1H 2022). Net income: CN¥1.00b (flat on 1H 2022). Profit margin: 7.6% (up from 6.5% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.株主還元297HK ChemicalsHK 市場7D-1.4%1.3%-1.1%1Y9.0%26.3%11.6%株主還元を見る業界別リターン: 297過去 1 年間で26.3 % の収益を上げたHong Kong Chemicals業界を下回りました。リターン対市場: 297は、過去 1 年間で11.6 % 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 297's price volatile compared to industry and market?297 volatility297 Average Weekly Movement5.8%Chemicals Industry Average Movement6.6%Market Average Movement7.4%10% most volatile stocks in HK Market15.7%10% least volatile stocks in HK Market3.5%安定した株価: 297 、 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: 297の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19934,407Tielin Wangwww.sinofert.com投資持株会社であるシノファート・ホールディングス・リミテッドは、中国本土および国際的な肥料原料および作物栄養製品の生産、輸出入、流通、小売に従事している。同社は、基礎事業、成長事業、生産部門を通じて事業を展開している。カリ肥料、リン酸肥料、バイオ肥料、特殊肥料、窒素肥料、硫黄、作物保護、種子、第一リン酸カルシウムと第二リン酸カルシウムを提供している。また、作物栄養事業および製品に関する技術研究開発およびサービスの提供、肥料の売買、農業関連製品の開発、飼料の製造・販売も行っている。また、リン鉱石の探鉱・開発も行っている。同社は1993年に設立され、香港の湾仔に拠点を置く。シノファート・ホールディングスはシンジェンタ・グループ（HK）ホールディングスの子会社。もっと見るSinofert Holdings Limited 基礎のまとめSinofert Holdings の収益と売上を時価総額と比較するとどうか。297 基礎統計学時価総額HK$10.26b収益（TTM）HK$1.45b売上高(TTM)HK$26.85b7.1xPER（株価収益率0.4xP/Sレシオ297 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297 損益計算書（TTM）収益CN¥23.26b売上原価CN¥20.39b売上総利益CN¥2.87bその他の費用CN¥1.61b収益CN¥1.26b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.18グロス・マージン12.35%純利益率5.41%有利子負債／自己資本比率12.9%297 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5.0%現在の配当利回り35%配当性向297 配当は確実ですか？297 配当履歴とベンチマークを見る297 、いつまでに購入すれば配当金を受け取れますか？Sinofert Holdings 配当日配当落ち日Jun 10 2026配当支払日Jul 24 2026配当落ちまでの日数14 days配当支払日までの日数58 days297 配当は確実ですか？297 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 04:15終値2026/05/26 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Sinofert Holdings Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Rita WuBarclaysImyoung DoBofA Global ResearchBin GuanChina International Capital Corporation Limited13 その他のアナリストを表示
Declared Dividend • May 20Final dividend of HK$0.069 announcedShareholders will receive a dividend of HK$0.069. Ex-date: 10th June 2026 Payment date: 24th July 2026 Dividend yield will be 6.4%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Po Yuen Sun was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • May 14Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty., Hong Kong
お知らせ • Mar 16Sinofert Holdings Limited to Report Fiscal Year 2025 Final Results on Mar 26, 2026Sinofert Holdings Limited announced that they will report fiscal year 2025 final results at 9:30 AM, China Standard Time on Mar 26, 2026
お知らせ • Feb 14Sinofert Holdings Limited Announces Board Changes, Effective February 13, 2026Sinofert Holdings Limited announced that Mr. Su Fu has resigned as a non-executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board due to adjustment on work arrangements, with effect from February 13, 2026. Mr. Zhang Xuegong has been appointed as an executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board, with effect from February 13, 2026. Mr. Zhang Xuegong, aged 55, graduated from Tsinghua University in July 1995 with a Master of Science degree in physical chemistry, and obtained a master of business administration degree from China Europe International Business School in November 2004. Mr. Zhang joined China Chemical Import and Export Corporation in August 1995, and has since held various positions, including section chief of the Personnel Department and director of the president’s office of China Chemical Import and Export Corporation; deputy general manager and general manager of the logistics business division of Sinochem International Corporation; assistant to the general manager, deputy director and director of the strategic execution department of Sinochem Group Co. Ltd.; director of the strategic execution department of Sinochem Holdings Corporation Ltd.; and executive director, secretary to the Party Committee and general manager of China National Seed Group Co. Ltd. Between March 1999 and February 2001, Mr. Zhang served in the Company, during which he successively held various positions including that of a staff member of the phosphate fertilizer division, deputy director and director of the general office. From October 2022 to February 2026, Mr. Zhang served as secretary to the Party Committee and president of the chemical business division of Sinochem Holdings Corporation Ltd., secretary to the Party Committee and general manager of Sinochem International Corporation, and director and chairman of Sinochem International Corporation. Since February 2026, Mr. Zhang has been serving as secretary to the Party Committee of Sinochem Fertilizer Company Limited. Mr. Zhang has extensive experience in leading corporate development, is familiar with the agricultural and chemical industry chains and competitive landscape, possesses a thorough understanding of international business practices, and has strong capabilities in strategic planning, operational management, corporate leadership and business execution.
お知らせ • Aug 12Sinofert Holdings Limited to Report First Half, 2025 Results on Aug 25, 2025Sinofert Holdings Limited announced that they will report first half, 2025 results on Aug 25, 2025
Declared Dividend • May 20Final dividend of HK$0.069 announcedShareholders will receive a dividend of HK$0.069. Ex-date: 10th June 2026 Payment date: 24th July 2026 Dividend yield will be 6.4%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Po Yuen Sun was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • May 14Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty., Hong Kong
お知らせ • Mar 16Sinofert Holdings Limited to Report Fiscal Year 2025 Final Results on Mar 26, 2026Sinofert Holdings Limited announced that they will report fiscal year 2025 final results at 9:30 AM, China Standard Time on Mar 26, 2026
お知らせ • Feb 14Sinofert Holdings Limited Announces Board Changes, Effective February 13, 2026Sinofert Holdings Limited announced that Mr. Su Fu has resigned as a non-executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board due to adjustment on work arrangements, with effect from February 13, 2026. Mr. Zhang Xuegong has been appointed as an executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board, with effect from February 13, 2026. Mr. Zhang Xuegong, aged 55, graduated from Tsinghua University in July 1995 with a Master of Science degree in physical chemistry, and obtained a master of business administration degree from China Europe International Business School in November 2004. Mr. Zhang joined China Chemical Import and Export Corporation in August 1995, and has since held various positions, including section chief of the Personnel Department and director of the president’s office of China Chemical Import and Export Corporation; deputy general manager and general manager of the logistics business division of Sinochem International Corporation; assistant to the general manager, deputy director and director of the strategic execution department of Sinochem Group Co. Ltd.; director of the strategic execution department of Sinochem Holdings Corporation Ltd.; and executive director, secretary to the Party Committee and general manager of China National Seed Group Co. Ltd. Between March 1999 and February 2001, Mr. Zhang served in the Company, during which he successively held various positions including that of a staff member of the phosphate fertilizer division, deputy director and director of the general office. From October 2022 to February 2026, Mr. Zhang served as secretary to the Party Committee and president of the chemical business division of Sinochem Holdings Corporation Ltd., secretary to the Party Committee and general manager of Sinochem International Corporation, and director and chairman of Sinochem International Corporation. Since February 2026, Mr. Zhang has been serving as secretary to the Party Committee of Sinochem Fertilizer Company Limited. Mr. Zhang has extensive experience in leading corporate development, is familiar with the agricultural and chemical industry chains and competitive landscape, possesses a thorough understanding of international business practices, and has strong capabilities in strategic planning, operational management, corporate leadership and business execution.
お知らせ • Aug 12Sinofert Holdings Limited to Report First Half, 2025 Results on Aug 25, 2025Sinofert Holdings Limited announced that they will report first half, 2025 results on Aug 25, 2025
お知らせ • Jun 24Sinofert Holdings Limited Announces Special Dividend, Payable on 25 July 2025Sinofert Holdings Limited announced special dividend of HKD 0.0246 per share. Ex-dividend date: 08 July 2025. Record date: 10 July 2025. Payment date: 25 July 2025.
お知らせ • May 15Sinofert Holdings Limited, Annual General Meeting, Jun 10, 2025Sinofert Holdings Limited, Annual General Meeting, Jun 10, 2025, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong Kong
お知らせ • Mar 13Sinofert Holdings Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Sinofert Holdings Limited announced that they will report fiscal year 2024 results on Mar 25, 2025
お知らせ • Jan 27Sinofert Holdings Limited Provides Earnings Guidance for the Year Ended December 31, 2024Sinofert Holdings Limited provided earnings guidance for the year Ended December 31, 2024. For the year, the group it is expected to record a profit attributable to owners of the Company between RMB 1,010 million and RMB 1,110 million, which represents a notable increase as compared to the profit attributable to owners of the Company for the year ended 31 December 2023 of RMB 626 million.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$1.11, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Chemicals industry in Hong Kong. Total loss to shareholders of 18% over the past three years.
Reported Earnings • Aug 28First half 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.14 in 1H 2023)First half 2024 results: EPS: CN¥0.15 (up from CN¥0.14 in 1H 2023). Revenue: CN¥13.7b (up 4.2% from 1H 2023). Net income: CN¥1.05b (up 4.7% from 1H 2023). Profit margin: 7.7% (up from 7.6% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • Aug 14Sinofert Holdings Limited to Report First Half, 2024 Results on Aug 26, 2024Sinofert Holdings Limited announced that they will report first half, 2024 results on Aug 26, 2024
Buy Or Sell Opportunity • Jul 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to HK$0.97. The fair value is estimated to be HK$0.80, 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 grown by 6.9%.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$1.02, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 9x in the Chemicals industry in Hong Kong. Total loss to shareholders of 16% over the past three years.
Buy Or Sell Opportunity • Jul 02Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to HK$1.00. The fair value is estimated to be HK$0.77, 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 grown by 6.9%.
Buy Or Sell Opportunity • Jun 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to HK$1.00. The fair value is estimated to be HK$0.79, 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 grown by 6.9%.
Board Change • Jun 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Po Yuen Sun was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Jun 13+ 1 more updateSinofert Holdings Limited Announces Board and Committee ChangesThe board of directors of Sinofert Holdings Limited announced that Mr. Wang Jun has resigned as an executive director of the Company, a member of the nomination committee and a member of the corporate governance committee of the Board due to adjustment in work arrangements, with effect from 11 June 2024. Mr. Wang Jun has confirmed that he has no disagreement with the Board and there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board further announced that Mr. Wang Tielin (‘Mr. Wang’) has been appointed as an executive director of the company, the chairman of the corporate governance committee and a member of the strategic committee of the Board, the authorized representative of the Company for the purpose of Rule 3.05 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the ‘Listing Rules’) and the authorized representative of the Company for the purpose of the Companies Ordinance (Chapter 622 of the Laws of Hong Kong) (the ‘Companies Ordinance’), and Ms. Chen Shengnan (‘Ms. Chen’) has been appointed as an executive director of the Company, a member of the corporate governance committee and a member of the strategic committee of the Board, with all of the aforementioned appointments taking effect from 11 June 2024. Mr. Wang Tielin, aged 57, is currently the vice president of Syngenta Group China, the indirect controlling shareholder of the Company. Mr. Wang graduated from Tsinghua University in August 1990 with a bachelor's degree in mechanical design and manufacturing, and he obtained a master's degree in mechanical engineering from Tsinghua University in July 1994. Mr. Wang was a teacher at Tsinghua University, and worked at China National Industrial Machinery Import and Export Corporation and CMC International Tendering Corporation. After joining Sinochem Group Co. Ltd. in November 2002, Mr. Wang served as assistant general manager of China Foreign Economy and Trade Trust Co. Ltd., deputy general manager of Norian Fund Management Co. Ltd., chairman of the board of directors and general manager of Sinochem International Tendering Co. Ltd., deputy secretary of the party committee and vice president of the agriculture business division of Sinochem Group Co. Ltd., deputy secretary of the party committee and chief communication officer of Syngenta Group China, during which time, Mr. Wang served as the deputy general manager of the Company from May 2006 to August 2012. Mr. Wang has years of experience in leading corporate development, with good strategic insight, international cooperation, organisational development and resource integration capabilities, with nearing three decades of combined experience in machinery import and export, finance and agriculture. During his tenure as a deputy general manager of the Company from 2006 to 2012, Mr. Wang gained an in-depth understanding of the Group's corporate strategy and market positioning, successfully expanded its diversified marketing network, and led the team's building and development, which contributed significantly to the Company's performance growth and enhancement of its brand influence. Mr. Wang is also serving as the executive director and general manager of Sinochem Southern (Guangzhou) Modern Agriculture Co. Ltd., and the chairman and general manager of Sinochem Life Sciences (Guangzhou) Co. Ltd., both of which are indirectly controlled subsidiaries of Sinochem Holdings Corporation Ltd., the ultimate controlling shareholder of the Company. Ms. Chen Shengnan, aged 46, is currently the deputy general manager of the Company. Ms. Chen graduated from Nankai University with a bachelor's degree in chemistry in July 2000 and she obtained a master's degree in polymer physics and chemistry from Nankai University in July 2003. Ms. Chen joined Sinochem Fertilizer Company Limited in July 2003 and she has served as the assistant general manager, deputy general manager, executive deputy general manager and general manager of the potash fertilizer department. Ms. Chen was appointed as the assistant general manager of the Company in January 2017, and was promoted to the position of deputy general manager of the Company in May 2020. She is currently serving in various subsidiaries of the Company, including the deputy general manager of Sinochem (Hainan) Agricultural Ecology Limited Company, the chairman of the board and general manager of Sinochem Fertilizer Macao Limited, a director of China Fertilizer (Holdings) Company Limited, a director of Sinochem Fertilizer (Overseas) Holdings Ltd. and a director of Calorie Limited respectively. Ms. Chen has been involved in the fertilizer industry for over two decades, with in-depth understanding of the demand and supply landscape and development trend of domestic and overseas fertilizer industry, and has extensive experience in international resource acquisition, marketing management and team management. In addition to the above positions in the Group, Ms. Chen currently serves as the general manager of the fertilizer import department of Sinochem Group Co. Ltd., which is owned by the ultimate controlling shareholder of the Company, the chairman of Yitong Digital Technology Co. Ltd., an indirect subsidiary of the ultimate controlling shareholder of the Company and an associate of the Company, and a director of Qinghai Salt Lake Industry Co. Ltd.
Buy Or Sell Opportunity • Jun 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to HK$0.95. The fair value is estimated to be HK$0.79, 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 grown by 6.9%.
Board Change • Jun 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 08Sinofert Holdings Limited Announces Board and Committee ChangesSinofert Holdings Limited announced that Mr. Tse Hau Yin, Aloysius has retired as an independent non-executive director of the Company, and has ceased to be the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board, with effect from the conclusion of the AGM; and Mr. Sun Po Yuen has been appointed as an independent non-executive director of the Company, the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board, with effect from the conclusion of the AGM.
Upcoming Dividend • Jun 06Upcoming dividend of HK$0.049 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). In line with average of industry peers (4.9%).
Declared Dividend • May 16Dividend of HK$0.049 announcedShareholders will receive a dividend of HK$0.049. Ex-date: 13th June 2024 Payment date: 18th July 2024 Dividend yield will be 4.9%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 21% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 6.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 16Sinofert Holdings Limited, Annual General Meeting, Jun 07, 2024Sinofert Holdings Limited, Annual General Meeting, Jun 07, 2024, at 09:30 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong Kong
お知らせ • May 15Sinofert Holdings Limited Announces Retirement of Tse Hau Yin, Aloysius as an Independent Non-Executive DirectorThe board of directors of Sinofert Holdings Limited (the Company) announced that Mr. Tse Hau Yin, Aloysius (Mr. Tse) shall retire from office at the forthcoming annual general meeting of the Company to be held on 7 June 2024 (the AGM) pursuant to the bye-laws of the Company. Mr. Tse has informed the Board that he has decided not to offer himself for re-election at the AGM after consideration. Accordingly, with effect from the conclusion of the AGM, Mr. Tse will retire as an independent non-executive director of the Company, and cease to be the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board. Mr. Tse has confirmed that he has no disagreement with the Board and that there are no matters relating to his retirement that need to be brought to the attention of the shareholders of the Company.
Buy Or Sell Opportunity • May 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to HK$0.98. The fair value is estimated to be HK$0.79, 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 grown by 6.9%.
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.16 in FY 2022)Full year 2023 results: EPS: CN¥0.089 (down from CN¥0.16 in FY 2022). Revenue: CN¥21.7b (down 5.5% from FY 2022). Net income: CN¥625.5m (down 44% from FY 2022). Profit margin: 2.9% (down from 4.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Mar 28Sinofert Holdings Limited Proposes Final Dividend for the Year Ended 31 December 2023Sinofert Holdings Limited proposed the Final Dividend of HKD 0.0491 per share for the year ended 31 December 2023.
Reported Earnings • Mar 26Full year 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.16 in FY 2022)Full year 2023 results: EPS: CN¥0.089 (down from CN¥0.16 in FY 2022). Revenue: CN¥21.7b (down 5.5% from FY 2022). Net income: CN¥625.5m (down 44% from FY 2022). Profit margin: 2.9% (down from 4.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Mar 14Sinofert Holdings Limited to Report Fiscal Year 2023 Final Results on Mar 25, 2024Sinofert Holdings Limited announced that they will report fiscal year 2023 final results on Mar 25, 2024
Buy Or Sell Opportunity • Feb 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to HK$0.77. The fair value is estimated to be HK$0.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 23%.
お知らせ • Feb 01Sinofert Holdings Limited Provides Preliminary Unaudited Consolidated Group Earnings Guidance for the Year Ended 31 December 2023Sinofert Holdings Limited provided preliminary unaudited consolidated group earnings guidance for the year ended 31 December 2023. For the year, the group expects to record a profit attributable to owners of the Company to be between RMB 550 million and RMB 650 million, which represents a decrease as compared to the profit attributable to owners of the Company for the year ended 31 December 2022 of RMB 1,117 million. Based on the information currently available, the expected decrease is mainly attributable to the following reasons: provision for asset impairment loss for interests in an associate and provision for expected credit loss due to performance of guarantees obligations by Sinochem Fertilizer for its associate.
お知らせ • Jan 24Sinofert Holdings Limited Announces Executive ChangesThe board of directors of Sinofert Holdings Limited announced that Mr. Liu Hongsheng (Mr. Liu) has resigned as a non-executive director and the chairman of the Board of the Company due to adjustment of work arrangements, with effect from 24 January 2024. Mr. Liu has confirmed that he has no disagreement with the Board and that there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board further announces that Mr. Su Fu (Mr. Su) has been appointed as a non-executivedirector and the chairman of the Board of the Company, with effect from 24 January 2024. Upon establishment of the strategy committee of the Board (the Strategy Committee) as set out in this announcement below, Mr. Su has also been appointed as a member and the chairman of the Strategy Committee. Mr. Su, aged 49, graduated from the Department of Economics of Beijing Wuzi University majoring in international trade with a bachelor's degree in economics in July 1995. From July 1995 to March 2000, Mr. Su worked at Beijing Chemical Industry and Light Industry Company and Huaxing Import & Export Trading Co. Ltd. Mr. Su joined Sinochem International Corporation in March 2000, and held various positions including the assistant to the general manager and the deputy general manager of Sinochem International. From January 2013 to November 2022, Mr. Su served as the chief executive officer of Sennics Co. Ltd. Mr. Su was the director of the strategy implementation department and the production and operation department of Sinochem Holdings Corporation Ltd. in November 2022 and September 2023, respectively. Mr. Su has been serving as the chairman of Syngenta Group China since December 2023. Mr. Su is also serving as the chairman of the supervisory committee of various subsidiaries of Sinochem Holdings, including Haohua Chemical Science & Technology Corp. Ltd. and Luxi Chemical Group Co. Ltd. Mr. Su has many years of experience in leading the development of enterprises, with a deep understanding of the rules on international business operations. He is also familiar with the chemical industry chain and the competitive landscape of the industry, has the ability to make good strategic judgments, decisions and business operations, and possesses strong capabilities in investment, merger and acquisition, as well as industry integration. The Company will issue a formal letter of appointment to Mr. Su, setting out key terms and conditions of his appointment. The term of office of Mr. Su will be three years from the date of appointment. Pursuant to the bye-laws of the Company, Mr. Su will hold office until the next annual general meeting of the Company and will then be eligible for re-election at that meeting. Thereafter, Mr. Su will be subject to retirement by rotation and will be eligible for re-election at subsequent annual general meetings of the Company in accordance with the bye-laws of the Company. The Board announced that, with effect from 24 January 2024, the Board has established the Strategy Committee of the Board for the purposes of promoting strategic development of the Company, enhancing its core competitiveness, and improving decision-making procedures for investments. Mr. Su Fu, a non-executive director, has been appointed as a member and the chairman of the Strategy Committee; and Ms. Wang Ling, an executive director, and Mr. Lu Xin, an independent non-executive director, have been appointed as members of the Strategy Committee, in each case with effect from 24 January 2024.
Reported Earnings • Sep 18First half 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.14 in 1H 2022)First half 2023 results: EPS: CN¥0.14 (up from CN¥0.14 in 1H 2022). Revenue: CN¥13.1b (down 14% from 1H 2022). Net income: CN¥1.00b (flat on 1H 2022). Profit margin: 7.6% (up from 6.5% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
