Greater Bay Area AI Computing Tech（1396）株式概要広東-香港グレーターベイエリア・ホールディングス・リミテッドは、その子会社とともに、中国本土で住宅、商業施設、物流センターの開発、運営、販売を行っている。 詳細1396 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績2/6財務の健全性2/6配当金0/6報酬今年は黒字化を達成 リスク分析負債は営業キャッシュフローで十分にカバーされていない 過去1年間で株主の希薄化は大幅に進んだ Hong Kong市場と比較した過去 3 か月間の株価の変動財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る1396 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW483,856 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA483,856 investors already sharing narrativesYour Fair ValueHK$Current PriceHK$10.51696.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b6b2016201920222025202620282031Revenue CN¥298.2mEarnings CN¥21.7mAdvancedSet Fair ValueView all narrativesGreater Bay Area AI Computing Tech Co., Ltd. 競合他社Seazen GroupSymbol: SEHK:1030Market cap: HK$10.2bCountry Garden HoldingsSymbol: SEHK:2007Market cap: HK$7.9bChina Overseas Grand Oceans GroupSymbol: SEHK:81Market cap: HK$8.7bChina Jinmao Holdings GroupSymbol: SEHK:817Market cap: HK$18.3b価格と性能株価の高値、安値、推移の概要Greater Bay Area AI Computing Tech過去の株価現在の株価HK$10.5152週高値HK$19.8552週安値HK$3.49ベータ31ヶ月の変化-19.65%3ヶ月変化-26.45%1年変化186.38%3年間の変化1,846.30%5年間の変化128.48%IPOからの変化-51.12%最新ニュースライブニュース • Jul 09Greater Bay Area AI Computing Tech Acquires Tendon Data and Gains State-Backed Funding for AI ExpansionGreater Bay Area AI Computing Tech has completed the acquisition of Tendon Data, rebranded its corporate identity in 2026, and secured new capital from Futian state-owned investors to expand its AI computing operations. The company now runs large-scale GPU infrastructure and serves more than 200 enterprise customers, including telecom and cloud service providers, which increases its exposure to commercial AI workloads in the Greater Bay Area. The stock trades at HK$11.80, with the share price up 128.2% year to date, reflecting strong recent momentum in how the market is treating the AI pivot. Taken together, the Tendon Data acquisition, state-backed funding and expanded customer base indicate that Greater Bay Area AI Computing Tech is placing significant strategic emphasis on AI infrastructure. At the same time, the rapid share price rise highlights execution risk and the delivery on AI projects as key factors to monitor.ライブニュース • Jun 22Greater Bay Area AI Computing Tech Wins Approval for New Issuance and Buyback MandatesGreater Bay Area AI Computing Tech shareholders approved all AGM resolutions, including mandates to issue new shares and repurchase existing shares, alongside director re-elections and the auditor appointment. The share issuance and buyback mandates give the company wider capital management options that could affect its capital structure and support its focus on AI computing infrastructure, while also influencing how existing shareholders are diluted or supported over time. The stock last traded at HK$13.15, with a year-to-date gain of 154.4%, although it has seen periods of sharp volatility. The combination of fresh issuance capacity and a buyback mandate means future capital decisions will matter even more for investors who are sensitive to dilution risk, valuation and the timing of any repurchases.分析記事 • Jun 20Greater Bay Area AI Computing Tech (SEHK:1396) Stock Looks Rich After AGM BackingShareholders of Greater Bay Area AI Computing Tech (SEHK:1396) recently approved all resolutions at the annual general meeting, including mandates to issue and repurchase shares, giving the company added flexibility around its AI computing focused plans. See our latest analysis for Greater Bay Area AI Computing Tech. Greater Bay Area AI Computing Tech’s recent AGM approval comes after a sharp 90 day share price return of 111.46% and a year to date share price return of 146.23%, while the 1...New Risk • May 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Hong Kong stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.New Risk • May 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.お知らせ • Apr 28Greater Bay Area AI Computing Tech Co., Ltd., Annual General Meeting, Jun 17, 2026Greater Bay Area AI Computing Tech Co., Ltd., Annual General Meeting, Jun 17, 2026, at 10:30 China Standard Time. Location: 17th floor, block a, hetao innovation center, futian district, shenzhen China最新情報をもっと見るRecent updatesライブニュース • Jul 09Greater Bay Area AI Computing Tech Acquires Tendon Data and Gains State-Backed Funding for AI ExpansionGreater Bay Area AI Computing Tech has completed the acquisition of Tendon Data, rebranded its corporate identity in 2026, and secured new capital from Futian state-owned investors to expand its AI computing operations. The company now runs large-scale GPU infrastructure and serves more than 200 enterprise customers, including telecom and cloud service providers, which increases its exposure to commercial AI workloads in the Greater Bay Area. The stock trades at HK$11.80, with the share price up 128.2% year to date, reflecting strong recent momentum in how the market is treating the AI pivot. Taken together, the Tendon Data acquisition, state-backed funding and expanded customer base indicate that Greater Bay Area AI Computing Tech is placing significant strategic emphasis on AI infrastructure. At the same time, the rapid share price rise highlights execution risk and the delivery on AI projects as key factors to monitor.ライブニュース • Jun 22Greater Bay Area AI Computing Tech Wins Approval for New Issuance and Buyback MandatesGreater Bay Area AI Computing Tech shareholders approved all AGM resolutions, including mandates to issue new shares and repurchase existing shares, alongside director re-elections and the auditor appointment. The share issuance and buyback mandates give the company wider capital management options that could affect its capital structure and support its focus on AI computing infrastructure, while also influencing how existing shareholders are diluted or supported over time. The stock last traded at HK$13.15, with a year-to-date gain of 154.4%, although it has seen periods of sharp volatility. The combination of fresh issuance capacity and a buyback mandate means future capital decisions will matter even more for investors who are sensitive to dilution risk, valuation and the timing of any repurchases.分析記事 • Jun 20Greater Bay Area AI Computing Tech (SEHK:1396) Stock Looks Rich After AGM BackingShareholders of Greater Bay Area AI Computing Tech (SEHK:1396) recently approved all resolutions at the annual general meeting, including mandates to issue and repurchase shares, giving the company added flexibility around its AI computing focused plans. See our latest analysis for Greater Bay Area AI Computing Tech. Greater Bay Area AI Computing Tech’s recent AGM approval comes after a sharp 90 day share price return of 111.46% and a year to date share price return of 146.23%, while the 1...New Risk • May 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Hong Kong stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.New Risk • May 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.お知らせ • Apr 28Greater Bay Area AI Computing Tech Co., Ltd., Annual General Meeting, Jun 17, 2026Greater Bay Area AI Computing Tech Co., Ltd., Annual General Meeting, Jun 17, 2026, at 10:30 China Standard Time. Location: 17th floor, block a, hetao innovation center, futian district, shenzhen ChinaBuy Or Sell Opportunity • Apr 20Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to HK$8.77. The fair value is estimated to be HK$7.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 28% over the last 3 years. Meanwhile, the company has become profitable.New Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.Reported Earnings • Apr 02Full year 2025 earnings released: EPS: CN¥0.084 (vs CN¥3.32 loss in FY 2024)Full year 2025 results: EPS: CN¥0.084 (up from CN¥3.32 loss in FY 2024). Revenue: CN¥1.00b (down 62% from FY 2024). Net income: CN¥73.0m (up CN¥1.91b from FY 2024). Profit margin: 7.3% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 17Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Fiscal Year 2025 Results on Mar 30, 2026Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report fiscal year 2025 results on Mar 30, 2026Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$6.77, the stock trades at a trailing P/E ratio of 42.7x. Average trailing P/E is 13x in the Real Estate industry in Hong Kong. Total returns to shareholders of 622% over the past three years.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.83, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 15x in the Real Estate industry in Hong Kong. Total returns to shareholders of 473% over the past three years.分析記事 • Jan 21There's Reason For Concern Over Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) Massive 32% Price JumpGuangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) shareholders are no doubt pleased to see that the...お知らせ • Jan 09Guangdong – Hong Kong Greater Bay Area Holdings Limited Announces Changes in Directors and Board Committee Composition, Effective January 9, 2026Guangdong – Hong Kong Greater Bay Area Holdings Limited announced that with effect from January 9, 2026, Ms. Wei Haiyan has resigned as an executive Director and a member of each of the Nomination Committee and the Remuneration Committee due to her other work commitments. Mr. Guan Huanfei has resigned as an independent non-executive Director, the chairman of the Remuneration Committee and a member of the Audit Committee with effect from January 9, 2026 due to his other work commitments. Mr. Zhong Junhua has been appointed as an executive Director, a member of each of the Nomination Committee and the Remuneration Committee with effect from January 9, 2026. Mr. Zhong, aged 45, graduated from Xi’an University of Posts and Telecommunications in 2003 with a bachelor’s degree in computer science and technology. From July 2003 to date, Mr. Zhong has held different positions at various companies, he once served as the head of China Telecom Dongguan Branch, the director and general manager of Guangdong Zhixiang Information Technology Co. Ltd. and he is currently the director of Shenzhen Tiandun Data Technology Company Limited. Mr. Zhong has accumulated over 20 years of extensive experience in the fields of telecommunications services, network security, data center development and operations, and artificial intelligence computing power services. Mr. Zhong is the founder of Wisdom Knight Holdings Limited and a director of the Target Company, which is currently a wholly-owned subsidiary of the Company. Mr. Zhong also holds various directorships in the Target Group. Dr. Qian He has been appointed as an independent non-executive Director, the chairman of the Remuneration Committee and a member of the Audit Committee with effect from January 9, 2026. Dr. Qian, aged 62, obtained a bachelor’s degree in semiconductor, a master’s degree in semiconductor physics and devices and a doctoral degree in engineering from Xi’an Jiaotong University in July 1984, July 1987, and December 1990, respectively. Dr. Qian has been teaching at Tsinghua University since January 2009 and is currently a tenured professor at the School of Integrated Circuits of Tsinghua University. Prior to that, he served as the director of Samsung Semiconductor (China) Research Institute from June 2006 to December 2008 and worked at Institute of Microelectronics of the Chinese Academy of Sciences from December 1990 to May 2006, with his last position as its director. Dr. Qian has been an independent director of Beijing Memblaze Technology Co. Ltd. since June 2021; GRINM Semiconductor Materials Co. Ltd. since May 2021; and Ucap Cloud Information Technology Co. Ltd. since late December 2025. Dr. Qian has also been an independent director of GigaDevice Semiconductor Inc. since December 2021 and is expected to be redesignated as an independent non-executive director with effect from the listing date of GigaDevice on the Stock Exchange. Following the resignation of Ms. Wei, the Company will have a single gender Board, which will not meet the board diversity requirement under Rule 13.92 of the Listing Rules. The Company will also be unable to meet the requirement under code provision B.3.5 of the Corporate Governance Code set out in Appendix C1 to the Listing Rules which requires the Company to appoint at least one Director of a different gender to the Nomination Committee. The Company will use its best endeavours to identify and appoint a suitable female candidate as a Director to meet the relevant requirements as soon as practicable, and in any event, within three months from the date of resignation of Ms. Wei.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$5.41, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 14x in the Real Estate industry in Hong Kong. Total returns to shareholders of 450% over the past three years.お知らせ • Dec 13Guangdong - Hong Kong Greater Bay Area Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 107.999997 million.Guangdong - Hong Kong Greater Bay Area Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 107.999997 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 19,636,363 Price\Range: HKD 5.5分析記事 • Nov 28Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) Shareholders Might Be Looking For ExitWhen close to half the companies in the Real Estate industry in Hong Kong have price-to-sales ratios (or "P/S") below...Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$6.27, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 13x in the Real Estate industry in Hong Kong. Total returns to shareholders of 246% over the past three years.New Risk • Nov 05New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 38% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (38% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$6.23, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 14x in the Real Estate industry in Hong Kong. Total returns to shareholders of 260% over the past three years.分析記事 • Oct 06Why Guangdong - Hong Kong Greater Bay Area Holdings' (HKG:1396) Healthy Earnings Aren’t As Good As They SeemGuangdong - Hong Kong Greater Bay Area Holdings Limited's ( HKG:1396 ) stock performed strongly after the recent...Reported Earnings • Oct 02First half 2025 earnings released: EPS: CN¥1.19 (vs CN¥2.19 loss in 1H 2024)First half 2025 results: EPS: CN¥1.19 (up from CN¥2.19 loss in 1H 2024). Revenue: CN¥228.3m (down 74% from 1H 2024). Net income: CN¥968.5m (up CN¥2.00b from 1H 2024). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$6.05, the stock trades at a trailing P/E ratio of 27.8x. Average trailing P/E is 14x in the Real Estate industry in Hong Kong. Total returns to shareholders of 293% over the past three years.Reported Earnings • Aug 29First half 2025 earnings released: EPS: CN¥1.19 (vs CN¥2.19 loss in 1H 2024)First half 2025 results: EPS: CN¥1.19 (up from CN¥2.19 loss in 1H 2024). Revenue: CN¥228.3m (down 74% from 1H 2024). Net income: CN¥968.5m (up CN¥2.00b from 1H 2024). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 15Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report First Half, 2025 Results on Aug 27, 2025Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report first half, 2025 results on Aug 27, 2025Buy Or Sell Opportunity • Jul 31Now 21% undervaluedOver the last 90 days, the stock has risen 151% to HK$4.21. The fair value is estimated to be HK$5.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Earnings per share has declined by 14%.分析記事 • Jun 13Shareholders Will Probably Not Have Any Issues With Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) CEO CompensationKey Insights Guangdong - Hong Kong Greater Bay Area Holdings to hold its Annual General Meeting on 20th of June Salary...分析記事 • May 26Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) 29% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioThe Guangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) share price has softened a substantial 29...お知らせ • Apr 17Guangdong - Hong Kong Greater Bay Area Holdings Limited, Annual General Meeting, Jun 20, 2025Guangdong - Hong Kong Greater Bay Area Holdings Limited, Annual General Meeting, Jun 20, 2025, at 10:30 China Standard Time. Location: level 32, block a, hong long century plaza, luohu district, shenzhen China分析記事 • Apr 08Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) 33% Share Price Surge Not Quite Adding UpGuangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) shares have continued their recent momentum with a...Reported Earnings • Apr 01Full year 2024 earnings released: CN¥3.32 loss per share (vs CN¥2.68 loss in FY 2023)Full year 2024 results: CN¥3.32 loss per share (further deteriorated from CN¥2.68 loss in FY 2023). Revenue: CN¥2.60b (down 26% from FY 2023). Net loss: CN¥1.83b (loss widened 51% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 18Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Fiscal Year 2024 Results on Mar 28, 2025Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report fiscal year 2024 results on Mar 28, 2025New Risk • Mar 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (24% average weekly change). Earnings have declined by 51% per year over the past 5 years. Shareholders have been substantially diluted in the past year (79% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (HK$545.4m market cap, or US$70.2m).分析記事 • Jan 24Subdued Growth No Barrier To Guangdong - Hong Kong Greater Bay Area Holdings Limited (HKG:1396) With Shares Advancing 188%Guangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) shares have had a really impressive month, gaining...お知らせ • Jan 21Guangdong - Hong Kong Greater Bay Area Holdings Limited Announces Boards ResignationGuangdong - Hong Kong Greater Bay Area Holdings Limited announced that with effect from 21 January 2025: Mr. Wong Choi Hing ("Mr. Wong") has resigned as an executive Director of the Company and a co-Chairman of the Board due to his advanced age, desire to retire and enjoy his later life, and be appointed as the honorary chairman of the Company (the "Honorary Chairman"); Mr. Cai Hongwen ("Mr. Cai") has resigned as an executive Director of the Company and a co-chairman of the Board due to his commitment to other personal matters; and Mr. Zeng Yunshu ("Mr. Zeng") has resigned as the non-executive Director of the Company due to his advanced age, desire to retire and enjoy his later life.New Risk • Nov 01New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 79% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (22% average weekly change). Earnings have declined by 51% per year over the past 5 years. Shareholders have been substantially diluted in the past year (79% increase in shares outstanding). Minor Risk Market cap is less than US$100m (HK$207.6m market cap, or US$26.7m).New Risk • Sep 28New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 79% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings have declined by 51% per year over the past 5 years. Shareholders have been substantially diluted in the past year (79% increase in shares outstanding). Minor Risk Market cap is less than US$100m (HK$325.6m market cap, or US$41.9m).Reported Earnings • Sep 04First half 2024 earnings released: CN¥2.19 loss per share (vs CN¥1.45 loss in 1H 2023)First half 2024 results: CN¥2.19 loss per share (further deteriorated from CN¥1.45 loss in 1H 2023). Revenue: CN¥861.7m (down 47% from 1H 2023). Net loss: CN¥1.03b (loss widened 56% from 1H 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 15Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report First Half, 2024 Results on Aug 28, 2024Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report first half, 2024 results on Aug 28, 2024お知らせ • Jun 05Guangdong - Hong Kong Greater Bay Area Holdings Limited, Annual General Meeting, Jun 26, 2024Guangdong - Hong Kong Greater Bay Area Holdings Limited, Annual General Meeting, Jun 26, 2024, at 10:30 China Standard Time. Location: level 32, block a, hong long century plaza, luohu district, shenzhen China分析記事 • Jun 05Guangdong - Hong Kong Greater Bay Area Holdings Limited (HKG:1396) Shares Fly 660% But Investors Aren't Buying For GrowthGuangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) shareholders would be excited to see that the...New Risk • May 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (96% average weekly change). Earnings have declined by 58% per year over the past 5 years. Minor Risks High level of debt (287% net debt to equity). Shareholders have been diluted in the past year (20% increase in shares outstanding). Market cap is less than US$100m (HK$233.4m market cap, or US$29.9m).お知らせ • May 15Guangdong - Hong Kong Greater Bay Area Holdings Limited has filed a Follow-on Equity Offering in the amount of HKD 7.565 million.Guangdong - Hong Kong Greater Bay Area Holdings Limited has filed a Follow-on Equity Offering in the amount of HKD 7.565 million. Security Name: Shares Security Type: Common Stock Securities Offered: 89,000,000 Price\Range: HKD 0.085 Transaction Features: Subsequent Direct ListingReported Earnings • Mar 30Full year 2023 earnings released: CN¥2.68 loss per share (vs CN¥3.46 loss in FY 2022)Full year 2023 results: CN¥2.68 loss per share (improved from CN¥3.46 loss in FY 2022). Revenue: CN¥3.53b (up 11% from FY 2022). Net loss: CN¥1.21b (loss narrowed 23% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 2 percentage points per year.New Risk • Mar 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.0% operating cash flow to total debt). Earnings have declined by 65% per year over the past 5 years. Market cap is less than US$10m (HK$72.6m market cap, or US$9.28m). Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end).お知らせ • Mar 14Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Fiscal Year 2023 Results on Mar 28, 2024Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report fiscal year 2023 results on Mar 28, 2024Reported Earnings • Sep 03First half 2023 earnings released: CN¥1.45 loss per share (vs CN¥1.76 loss in 1H 2022)First half 2023 results: CN¥1.45 loss per share (improved from CN¥1.76 loss in 1H 2022). Revenue: CN¥1.62b (up 23% from 1H 2022). Net loss: CN¥659.1m (loss narrowed 17% from 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.お知らせ • Aug 18Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Q2, 2023 Results on Aug 30, 2023Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report Q2, 2023 results on Aug 30, 2023お知らせ • Jul 06Guangdong - Hong Kong Greater Bay Area Holdings Limited Appoints Chen Yangsheng as Independent Non-Executive Director, the Chairman of the Nomination Committee and a Member of the Audit CommitteeThe board of directors of Guangdong Hong Kong Greater Bay Area Holdings Limited announced that Mr. Chen Yangsheng has been appointed as an independent non-executive Director, the chairman of the nomination committee (the "Nomination Committee") and a member of the audit committee (the "Audit Committee") of the Company with effect from 5 July 2023. The biographical details of Mr. Chen are set out below: Mr. Chen, aged 60, has more than 40 years of experience in financial management and extensive experience in business management and real estate market in China. Mr. Chen has been a nonindependent director of the Shenzhen Urban Transport Planning Center Co. Ltd. (the shares of which are listed on the ChiNext of Shenzhen Stock Exchange since December 2022. He was a director, the chief financial officer and a member of the Committee of the Communist Party of China of Shenzhen Smart City Technology Development Group Co. Ltd. from June 2021 to May 2023. From January 2017 to June 2021, Mr. Chen had held positions as a director, chief financial officer and a member of the Committee of the Communist Party of China of Shenzhen Tefa Group Co. Ltd. He was a supervisor of Shenzhen Tefa Land Property Co. Ltd. from March 2018 to March 2022 and Shenzhen Tellus Holding Co. Ltd. (the shares of which are listed on the Main Board of SZSE, stock code: 000025.SZ) from May 2017 to September 2021. Mr. Chen was a supervisor of Shenzhen Tagen Group Co. Ltd. from May 2006 to November 2017. From April 2011 to April 2017, he was a director and the chief financial officer of Shenzhen Agricultural Power Group Co. Ltd. (formerly known as Shenzhen Agricultural Power Co. Ltd. From March 2005 to January 2011, he was a director and chief financial officer of Shenzhen State-owned Duty Free Commodity (Group) Co. Ltd. From March 2008 to March 2009, he was the chief financial officer of Shenzhen Nongke Group Co. Ltd. (formerly known as Shenzhen Nongke Group Company). From July 2000 to March 2005, he was the chief financial officer of the Shenzhen Aokangde Group Co. Ltd. (formerly known as Shenzhen Aokangde Group Ltd. and Shenzhen Aokangde Petroleum Trading Group Company). From February 1988 to July 2000, Mr. Chen worked in the Finance Department of the Shenzhen Industrial Products Group Company, with his last position being the head of the department. He worked as an accounting clerk in the Finance and Accounting Office of Shenzhen Commercial General Company from August 1982 to February 1988. Mr. Chen obtained a master degree in Economics from Party School of the Guangdong Provincial Committee of the Communist Party of China in September 2001 and a college degree in Economic Management from Guangdong Radio and TV University (now known as Guangdong Open University) in July 1987. Mr. Chen obtained the qualification of Senior Accountant from the Department of Personnel of Guangdong Province (now known as Human Resources and Social Security Department of Guangdong Province) in December 2002.Board Change • May 03Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Co-Chairman of the Board Yunshu Zeng was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 16Less 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 an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Yiyi Dai 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.Reported Earnings • Sep 02First half 2022 earnings released: CN¥0.18 loss per share (vs CN¥0.017 profit in 1H 2021)First half 2022 results: CN¥0.18 loss per share (down from CN¥0.017 profit in 1H 2021). Revenue: CN¥1.32b (down 49% from 1H 2021). Net loss: CN¥796.6m (down CN¥872.5m from profit in 1H 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.分析記事 • May 05Health Check: How Prudently Does Guangdong - Hong Kong Greater Bay Area Holdings (HKG:1396) Use Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Board Change • Apr 27Less 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 Yiyi Dai 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. Lack of board continuity.Reported Earnings • Apr 01Full year 2021 earnings released: CN¥0.11 loss per share (vs CN¥0.084 profit in FY 2020)Full year 2021 results: CN¥0.11 loss per share (down from CN¥0.084 profit in FY 2020). Revenue: CN¥5.57b (up 49% from FY 2020). Net loss: CN¥498.5m (down 238% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.Recent Insider Transactions • Nov 24Insider recently bought HK$9.6m worth of stockOn the 19th of November, Kim Wong bought around 20m shares on-market at roughly HK$0.49 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$9.9m more in shares than they have sold in the last 12 months.分析記事 • Sep 11We Think That There Are Issues Underlying Guangdong - Hong Kong Greater Bay Area Holdings' (HKG:1396) EarningsDespite posting some strong earnings, the market for Guangdong - Hong Kong Greater Bay Area Holdings Limited's...Reported Earnings • Aug 30First half 2021 earnings released: EPS CN¥0.017 (vs CN¥0.025 in 1H 2020)The company reported a decent first half result with improved revenues, although earnings and profit margins were weaker. First half 2021 results: Revenue: CN¥2.60b (up 255% from 1H 2020). Net income: CN¥75.9m (down 25% from 1H 2020). Profit margin: 2.9% (down from 14% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jun 05CEO & Executive Director recently bought HK$210k worth of stockOn the 2nd of June, Sanming Yang bought around 412k shares on-market at roughly HK$0.51 per share. This was the largest purchase by an insider in the last 3 months. Sanming has been a buyer over the last 12 months, purchasing a net total of HK$315k worth in shares.Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.084 (vs CN¥0.068 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.74b (up 136% from FY 2019). Net income: CN¥360.7m (up CN¥631.9m from FY 2019). Profit margin: 9.7% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.084 (vs CN¥0.068 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.74b (up 136% from FY 2019). Net income: CN¥360.7m (up CN¥631.9m from FY 2019). Profit margin: 9.7% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Mar 19Guangdong - Hong Kong Greater Bay Area Holdings Limited Announces Appointment of Dai Yiyi as Independent Non-Executive Director and Chairman of the Nomination Committee and Member of the Audit Committee with Effect from 19 March 2021Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that Mr. Dai Yiyi ("Mr. Dai") has been appointed as an independent non-executive Director, the chairman of the nomination committee and a member of audit committee of the Board in place of Mr. Zhao with effect from 19 March 2021.お知らせ • Mar 17Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Fiscal Year 2020 Results on Mar 29, 2021Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report fiscal year 2020 results on Mar 29, 2021Is New 90 Day High Low • Feb 12New 90-day high: HK$0.50The company is up 12% from its price of HK$0.45 on 13 November 2020. The Hong Kong market is up 16% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Real Estate industry, which is down 5.0% over the same period.Is New 90 Day High Low • Jan 19New 90-day high: HK$0.47The company is up 7.0% from its price of HK$0.44 on 21 October 2020. The Hong Kong market is up 17% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Real Estate industry, which is up 3.0% over the same period.お知らせ • Dec 25Guangdong - Hong Kong Greater Bay Area Holdings Limited Announces Demise of Zhao Lihua an Independent Non-Executive DirectorThe board of directors of Guangdong Hong Kong Greater Bay Area Holdings Limited announced with great sadness that Mr. Zhao Lihua an independent non-executive director of the Company, the chairman of the nomination committee and a member of audit committee of the Board, passed away on 23 December 2020.Is New 90 Day High Low • Dec 23New 90-day low: HK$0.39The company is down 15% from its price of HK$0.46 on 24 September 2020. The Hong Kong market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is down 3.0% over the same period.Is New 90 Day High Low • Sep 21New 90-day high: HK$0.49The company is up 4.0% from its price of HK$0.47 on 23 June 2020. The Hong Kong market is also up 4.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Real Estate industry, which is down 1.0% over the same period.お知らせ • Sep 17Guangdong - Hong Kong Greater Bay Area Holdings Limited Announces Appointment of Zhong N Ding as Chief Financial Officer, Effective September 17, 2020The board of directors of the Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that Mr. Zhong N Ding Hua has been appointed as the chief financial officer of the company with effect from 17 September 2020. Mr. Zhong will be in charge of the overall financing and investor relations affairs of the Group. Mr. Zhong has more than 20 years of experience in the real estate industry in the PRC and has extensive operational experience in project financing, overseas mergers and acquisitions, corporate diversification and internationalization, and financial management.お知らせ • Aug 22Hydoo International Holding Limited to Report First Half, 2020 Results on Aug 28, 2020Hydoo International Holding Limited announced that they will report first half, 2020 results on Aug 28, 2020株主還元1396HK ITHK 市場7D9.6%-1.0%1.8%1Y186.4%-20.8%0.5%株主還元を見る業界別リターン: 1396過去 1 年間で-20.8 % の収益を上げたHong Kong IT業界を上回りました。リターン対市場: 1396過去 1 年間で0.5 % の収益を上げたHong Kong市場を上回りました。価格変動Is 1396's price volatile compared to industry and market?1396 volatility1396 Average Weekly Movement15.3%IT Industry Average Movement9.6%Market Average Movement7.7%10% most volatile stocks in HK Market16.2%10% least volatile stocks in HK Market3.7%安定した株価: 1396の株価は、 Hong Kong市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1396の weekly volatility ( 15% ) は過去 1 年間安定していますが、依然としてHong Kongの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1995243Fei Hewww.youngogroup.com広東-香港グレーターベイエリア・ホールディングス・リミテッドは、その子会社とともに、中国本土で住宅、商業施設、物流センターの開発、運営、販売を行っている。同社は不動産の開発・販売、不動産管理・賃貸サービスなどの付加価値ビジネスを提供している。また、投資管理およびファイナンス・リース・サービスの提供にも携わっている。旧社名はハイドゥー・インターナショナル・ホールディング・リミテッドで、2020年8月に広東-香港グレーターベイエリア・ホールディング・リミテッドに社名変更した。同社は1995年に設立され、中華人民共和国の深センに本社を置いている。広東香港大湾区控股有限公司は中国広東香港大湾区控股有限公司の子会社である。もっと見るGreater Bay Area AI Computing Tech Co., Ltd. 基礎のまとめGreater Bay Area AI Computing Tech の収益と売上を時価総額と比較するとどうか。1396 基礎統計学時価総額HK$10.90b収益（TTM）HK$84.81m売上高(TTM)HK$1.16b146.7xPER（株価収益率10.7xP/Sレシオ1396 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1396 損益計算書（TTM）収益CN¥1.00b売上原価CN¥1.53b売上総利益-CN¥529.53mその他の費用-CN¥602.58m収益CN¥73.05m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）0.062グロス・マージン-52.82%純利益率7.29%有利子負債／自己資本比率74.0%1396 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/04 10:12終値2026/08/04 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Greater Bay Area AI Computing Tech Co., Ltd. 0 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。1 アナリスト機関Eva LeeUBS Investment Bank
ライブニュース • Jul 09Greater Bay Area AI Computing Tech Acquires Tendon Data and Gains State-Backed Funding for AI ExpansionGreater Bay Area AI Computing Tech has completed the acquisition of Tendon Data, rebranded its corporate identity in 2026, and secured new capital from Futian state-owned investors to expand its AI computing operations. The company now runs large-scale GPU infrastructure and serves more than 200 enterprise customers, including telecom and cloud service providers, which increases its exposure to commercial AI workloads in the Greater Bay Area. The stock trades at HK$11.80, with the share price up 128.2% year to date, reflecting strong recent momentum in how the market is treating the AI pivot. Taken together, the Tendon Data acquisition, state-backed funding and expanded customer base indicate that Greater Bay Area AI Computing Tech is placing significant strategic emphasis on AI infrastructure. At the same time, the rapid share price rise highlights execution risk and the delivery on AI projects as key factors to monitor.
ライブニュース • Jun 22Greater Bay Area AI Computing Tech Wins Approval for New Issuance and Buyback MandatesGreater Bay Area AI Computing Tech shareholders approved all AGM resolutions, including mandates to issue new shares and repurchase existing shares, alongside director re-elections and the auditor appointment. The share issuance and buyback mandates give the company wider capital management options that could affect its capital structure and support its focus on AI computing infrastructure, while also influencing how existing shareholders are diluted or supported over time. The stock last traded at HK$13.15, with a year-to-date gain of 154.4%, although it has seen periods of sharp volatility. The combination of fresh issuance capacity and a buyback mandate means future capital decisions will matter even more for investors who are sensitive to dilution risk, valuation and the timing of any repurchases.
分析記事 • Jun 20Greater Bay Area AI Computing Tech (SEHK:1396) Stock Looks Rich After AGM BackingShareholders of Greater Bay Area AI Computing Tech (SEHK:1396) recently approved all resolutions at the annual general meeting, including mandates to issue and repurchase shares, giving the company added flexibility around its AI computing focused plans. See our latest analysis for Greater Bay Area AI Computing Tech. Greater Bay Area AI Computing Tech’s recent AGM approval comes after a sharp 90 day share price return of 111.46% and a year to date share price return of 146.23%, while the 1...
New Risk • May 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Hong Kong stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.
New Risk • May 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.
お知らせ • Apr 28Greater Bay Area AI Computing Tech Co., Ltd., Annual General Meeting, Jun 17, 2026Greater Bay Area AI Computing Tech Co., Ltd., Annual General Meeting, Jun 17, 2026, at 10:30 China Standard Time. Location: 17th floor, block a, hetao innovation center, futian district, shenzhen China
ライブニュース • Jul 09Greater Bay Area AI Computing Tech Acquires Tendon Data and Gains State-Backed Funding for AI ExpansionGreater Bay Area AI Computing Tech has completed the acquisition of Tendon Data, rebranded its corporate identity in 2026, and secured new capital from Futian state-owned investors to expand its AI computing operations. The company now runs large-scale GPU infrastructure and serves more than 200 enterprise customers, including telecom and cloud service providers, which increases its exposure to commercial AI workloads in the Greater Bay Area. The stock trades at HK$11.80, with the share price up 128.2% year to date, reflecting strong recent momentum in how the market is treating the AI pivot. Taken together, the Tendon Data acquisition, state-backed funding and expanded customer base indicate that Greater Bay Area AI Computing Tech is placing significant strategic emphasis on AI infrastructure. At the same time, the rapid share price rise highlights execution risk and the delivery on AI projects as key factors to monitor.
ライブニュース • Jun 22Greater Bay Area AI Computing Tech Wins Approval for New Issuance and Buyback MandatesGreater Bay Area AI Computing Tech shareholders approved all AGM resolutions, including mandates to issue new shares and repurchase existing shares, alongside director re-elections and the auditor appointment. The share issuance and buyback mandates give the company wider capital management options that could affect its capital structure and support its focus on AI computing infrastructure, while also influencing how existing shareholders are diluted or supported over time. The stock last traded at HK$13.15, with a year-to-date gain of 154.4%, although it has seen periods of sharp volatility. The combination of fresh issuance capacity and a buyback mandate means future capital decisions will matter even more for investors who are sensitive to dilution risk, valuation and the timing of any repurchases.
分析記事 • Jun 20Greater Bay Area AI Computing Tech (SEHK:1396) Stock Looks Rich After AGM BackingShareholders of Greater Bay Area AI Computing Tech (SEHK:1396) recently approved all resolutions at the annual general meeting, including mandates to issue and repurchase shares, giving the company added flexibility around its AI computing focused plans. See our latest analysis for Greater Bay Area AI Computing Tech. Greater Bay Area AI Computing Tech’s recent AGM approval comes after a sharp 90 day share price return of 111.46% and a year to date share price return of 146.23%, while the 1...
New Risk • May 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Hong Kong stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.
New Risk • May 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.
お知らせ • Apr 28Greater Bay Area AI Computing Tech Co., Ltd., Annual General Meeting, Jun 17, 2026Greater Bay Area AI Computing Tech Co., Ltd., Annual General Meeting, Jun 17, 2026, at 10:30 China Standard Time. Location: 17th floor, block a, hetao innovation center, futian district, shenzhen China
Buy Or Sell Opportunity • Apr 20Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to HK$8.77. The fair value is estimated to be HK$7.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 28% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Apr 02Full year 2025 earnings released: EPS: CN¥0.084 (vs CN¥3.32 loss in FY 2024)Full year 2025 results: EPS: CN¥0.084 (up from CN¥3.32 loss in FY 2024). Revenue: CN¥1.00b (down 62% from FY 2024). Net income: CN¥73.0m (up CN¥1.91b from FY 2024). Profit margin: 7.3% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 17Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Fiscal Year 2025 Results on Mar 30, 2026Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report fiscal year 2025 results on Mar 30, 2026
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$6.77, the stock trades at a trailing P/E ratio of 42.7x. Average trailing P/E is 13x in the Real Estate industry in Hong Kong. Total returns to shareholders of 622% over the past three years.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.83, the stock trades at a trailing P/E ratio of 42.9x. Average trailing P/E is 15x in the Real Estate industry in Hong Kong. Total returns to shareholders of 473% over the past three years.
分析記事 • Jan 21There's Reason For Concern Over Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) Massive 32% Price JumpGuangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) shareholders are no doubt pleased to see that the...
お知らせ • Jan 09Guangdong – Hong Kong Greater Bay Area Holdings Limited Announces Changes in Directors and Board Committee Composition, Effective January 9, 2026Guangdong – Hong Kong Greater Bay Area Holdings Limited announced that with effect from January 9, 2026, Ms. Wei Haiyan has resigned as an executive Director and a member of each of the Nomination Committee and the Remuneration Committee due to her other work commitments. Mr. Guan Huanfei has resigned as an independent non-executive Director, the chairman of the Remuneration Committee and a member of the Audit Committee with effect from January 9, 2026 due to his other work commitments. Mr. Zhong Junhua has been appointed as an executive Director, a member of each of the Nomination Committee and the Remuneration Committee with effect from January 9, 2026. Mr. Zhong, aged 45, graduated from Xi’an University of Posts and Telecommunications in 2003 with a bachelor’s degree in computer science and technology. From July 2003 to date, Mr. Zhong has held different positions at various companies, he once served as the head of China Telecom Dongguan Branch, the director and general manager of Guangdong Zhixiang Information Technology Co. Ltd. and he is currently the director of Shenzhen Tiandun Data Technology Company Limited. Mr. Zhong has accumulated over 20 years of extensive experience in the fields of telecommunications services, network security, data center development and operations, and artificial intelligence computing power services. Mr. Zhong is the founder of Wisdom Knight Holdings Limited and a director of the Target Company, which is currently a wholly-owned subsidiary of the Company. Mr. Zhong also holds various directorships in the Target Group. Dr. Qian He has been appointed as an independent non-executive Director, the chairman of the Remuneration Committee and a member of the Audit Committee with effect from January 9, 2026. Dr. Qian, aged 62, obtained a bachelor’s degree in semiconductor, a master’s degree in semiconductor physics and devices and a doctoral degree in engineering from Xi’an Jiaotong University in July 1984, July 1987, and December 1990, respectively. Dr. Qian has been teaching at Tsinghua University since January 2009 and is currently a tenured professor at the School of Integrated Circuits of Tsinghua University. Prior to that, he served as the director of Samsung Semiconductor (China) Research Institute from June 2006 to December 2008 and worked at Institute of Microelectronics of the Chinese Academy of Sciences from December 1990 to May 2006, with his last position as its director. Dr. Qian has been an independent director of Beijing Memblaze Technology Co. Ltd. since June 2021; GRINM Semiconductor Materials Co. Ltd. since May 2021; and Ucap Cloud Information Technology Co. Ltd. since late December 2025. Dr. Qian has also been an independent director of GigaDevice Semiconductor Inc. since December 2021 and is expected to be redesignated as an independent non-executive director with effect from the listing date of GigaDevice on the Stock Exchange. Following the resignation of Ms. Wei, the Company will have a single gender Board, which will not meet the board diversity requirement under Rule 13.92 of the Listing Rules. The Company will also be unable to meet the requirement under code provision B.3.5 of the Corporate Governance Code set out in Appendix C1 to the Listing Rules which requires the Company to appoint at least one Director of a different gender to the Nomination Committee. The Company will use its best endeavours to identify and appoint a suitable female candidate as a Director to meet the relevant requirements as soon as practicable, and in any event, within three months from the date of resignation of Ms. Wei.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$5.41, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 14x in the Real Estate industry in Hong Kong. Total returns to shareholders of 450% over the past three years.
お知らせ • Dec 13Guangdong - Hong Kong Greater Bay Area Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 107.999997 million.Guangdong - Hong Kong Greater Bay Area Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 107.999997 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 19,636,363 Price\Range: HKD 5.5
分析記事 • Nov 28Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) Shareholders Might Be Looking For ExitWhen close to half the companies in the Real Estate industry in Hong Kong have price-to-sales ratios (or "P/S") below...
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$6.27, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 13x in the Real Estate industry in Hong Kong. Total returns to shareholders of 246% over the past three years.
New Risk • Nov 05New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 38% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (38% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$6.23, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 14x in the Real Estate industry in Hong Kong. Total returns to shareholders of 260% over the past three years.
分析記事 • Oct 06Why Guangdong - Hong Kong Greater Bay Area Holdings' (HKG:1396) Healthy Earnings Aren’t As Good As They SeemGuangdong - Hong Kong Greater Bay Area Holdings Limited's ( HKG:1396 ) stock performed strongly after the recent...
Reported Earnings • Oct 02First half 2025 earnings released: EPS: CN¥1.19 (vs CN¥2.19 loss in 1H 2024)First half 2025 results: EPS: CN¥1.19 (up from CN¥2.19 loss in 1H 2024). Revenue: CN¥228.3m (down 74% from 1H 2024). Net income: CN¥968.5m (up CN¥2.00b from 1H 2024). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$6.05, the stock trades at a trailing P/E ratio of 27.8x. Average trailing P/E is 14x in the Real Estate industry in Hong Kong. Total returns to shareholders of 293% over the past three years.
Reported Earnings • Aug 29First half 2025 earnings released: EPS: CN¥1.19 (vs CN¥2.19 loss in 1H 2024)First half 2025 results: EPS: CN¥1.19 (up from CN¥2.19 loss in 1H 2024). Revenue: CN¥228.3m (down 74% from 1H 2024). Net income: CN¥968.5m (up CN¥2.00b from 1H 2024). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 15Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report First Half, 2025 Results on Aug 27, 2025Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report first half, 2025 results on Aug 27, 2025
Buy Or Sell Opportunity • Jul 31Now 21% undervaluedOver the last 90 days, the stock has risen 151% to HK$4.21. The fair value is estimated to be HK$5.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Earnings per share has declined by 14%.
分析記事 • Jun 13Shareholders Will Probably Not Have Any Issues With Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) CEO CompensationKey Insights Guangdong - Hong Kong Greater Bay Area Holdings to hold its Annual General Meeting on 20th of June Salary...
分析記事 • May 26Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) 29% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioThe Guangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) share price has softened a substantial 29...
お知らせ • Apr 17Guangdong - Hong Kong Greater Bay Area Holdings Limited, Annual General Meeting, Jun 20, 2025Guangdong - Hong Kong Greater Bay Area Holdings Limited, Annual General Meeting, Jun 20, 2025, at 10:30 China Standard Time. Location: level 32, block a, hong long century plaza, luohu district, shenzhen China
分析記事 • Apr 08Guangdong - Hong Kong Greater Bay Area Holdings Limited's (HKG:1396) 33% Share Price Surge Not Quite Adding UpGuangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) shares have continued their recent momentum with a...
Reported Earnings • Apr 01Full year 2024 earnings released: CN¥3.32 loss per share (vs CN¥2.68 loss in FY 2023)Full year 2024 results: CN¥3.32 loss per share (further deteriorated from CN¥2.68 loss in FY 2023). Revenue: CN¥2.60b (down 26% from FY 2023). Net loss: CN¥1.83b (loss widened 51% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 18Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Fiscal Year 2024 Results on Mar 28, 2025Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report fiscal year 2024 results on Mar 28, 2025
New Risk • Mar 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (24% average weekly change). Earnings have declined by 51% per year over the past 5 years. Shareholders have been substantially diluted in the past year (79% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (HK$545.4m market cap, or US$70.2m).
分析記事 • Jan 24Subdued Growth No Barrier To Guangdong - Hong Kong Greater Bay Area Holdings Limited (HKG:1396) With Shares Advancing 188%Guangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) shares have had a really impressive month, gaining...
お知らせ • Jan 21Guangdong - Hong Kong Greater Bay Area Holdings Limited Announces Boards ResignationGuangdong - Hong Kong Greater Bay Area Holdings Limited announced that with effect from 21 January 2025: Mr. Wong Choi Hing ("Mr. Wong") has resigned as an executive Director of the Company and a co-Chairman of the Board due to his advanced age, desire to retire and enjoy his later life, and be appointed as the honorary chairman of the Company (the "Honorary Chairman"); Mr. Cai Hongwen ("Mr. Cai") has resigned as an executive Director of the Company and a co-chairman of the Board due to his commitment to other personal matters; and Mr. Zeng Yunshu ("Mr. Zeng") has resigned as the non-executive Director of the Company due to his advanced age, desire to retire and enjoy his later life.
New Risk • Nov 01New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 79% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (22% average weekly change). Earnings have declined by 51% per year over the past 5 years. Shareholders have been substantially diluted in the past year (79% increase in shares outstanding). Minor Risk Market cap is less than US$100m (HK$207.6m market cap, or US$26.7m).
New Risk • Sep 28New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 79% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings have declined by 51% per year over the past 5 years. Shareholders have been substantially diluted in the past year (79% increase in shares outstanding). Minor Risk Market cap is less than US$100m (HK$325.6m market cap, or US$41.9m).
Reported Earnings • Sep 04First half 2024 earnings released: CN¥2.19 loss per share (vs CN¥1.45 loss in 1H 2023)First half 2024 results: CN¥2.19 loss per share (further deteriorated from CN¥1.45 loss in 1H 2023). Revenue: CN¥861.7m (down 47% from 1H 2023). Net loss: CN¥1.03b (loss widened 56% from 1H 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 15Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report First Half, 2024 Results on Aug 28, 2024Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report first half, 2024 results on Aug 28, 2024
お知らせ • Jun 05Guangdong - Hong Kong Greater Bay Area Holdings Limited, Annual General Meeting, Jun 26, 2024Guangdong - Hong Kong Greater Bay Area Holdings Limited, Annual General Meeting, Jun 26, 2024, at 10:30 China Standard Time. Location: level 32, block a, hong long century plaza, luohu district, shenzhen China
分析記事 • Jun 05Guangdong - Hong Kong Greater Bay Area Holdings Limited (HKG:1396) Shares Fly 660% But Investors Aren't Buying For GrowthGuangdong - Hong Kong Greater Bay Area Holdings Limited ( HKG:1396 ) shareholders would be excited to see that the...
New Risk • May 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (96% average weekly change). Earnings have declined by 58% per year over the past 5 years. Minor Risks High level of debt (287% net debt to equity). Shareholders have been diluted in the past year (20% increase in shares outstanding). Market cap is less than US$100m (HK$233.4m market cap, or US$29.9m).
お知らせ • May 15Guangdong - Hong Kong Greater Bay Area Holdings Limited has filed a Follow-on Equity Offering in the amount of HKD 7.565 million.Guangdong - Hong Kong Greater Bay Area Holdings Limited has filed a Follow-on Equity Offering in the amount of HKD 7.565 million. Security Name: Shares Security Type: Common Stock Securities Offered: 89,000,000 Price\Range: HKD 0.085 Transaction Features: Subsequent Direct Listing
Reported Earnings • Mar 30Full year 2023 earnings released: CN¥2.68 loss per share (vs CN¥3.46 loss in FY 2022)Full year 2023 results: CN¥2.68 loss per share (improved from CN¥3.46 loss in FY 2022). Revenue: CN¥3.53b (up 11% from FY 2022). Net loss: CN¥1.21b (loss narrowed 23% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 2 percentage points per year.
New Risk • Mar 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.0% operating cash flow to total debt). Earnings have declined by 65% per year over the past 5 years. Market cap is less than US$10m (HK$72.6m market cap, or US$9.28m). Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end).
お知らせ • Mar 14Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Fiscal Year 2023 Results on Mar 28, 2024Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report fiscal year 2023 results on Mar 28, 2024
Reported Earnings • Sep 03First half 2023 earnings released: CN¥1.45 loss per share (vs CN¥1.76 loss in 1H 2022)First half 2023 results: CN¥1.45 loss per share (improved from CN¥1.76 loss in 1H 2022). Revenue: CN¥1.62b (up 23% from 1H 2022). Net loss: CN¥659.1m (loss narrowed 17% from 1H 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 18Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Q2, 2023 Results on Aug 30, 2023Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report Q2, 2023 results on Aug 30, 2023
お知らせ • Jul 06Guangdong - Hong Kong Greater Bay Area Holdings Limited Appoints Chen Yangsheng as Independent Non-Executive Director, the Chairman of the Nomination Committee and a Member of the Audit CommitteeThe board of directors of Guangdong Hong Kong Greater Bay Area Holdings Limited announced that Mr. Chen Yangsheng has been appointed as an independent non-executive Director, the chairman of the nomination committee (the "Nomination Committee") and a member of the audit committee (the "Audit Committee") of the Company with effect from 5 July 2023. The biographical details of Mr. Chen are set out below: Mr. Chen, aged 60, has more than 40 years of experience in financial management and extensive experience in business management and real estate market in China. Mr. Chen has been a nonindependent director of the Shenzhen Urban Transport Planning Center Co. Ltd. (the shares of which are listed on the ChiNext of Shenzhen Stock Exchange since December 2022. He was a director, the chief financial officer and a member of the Committee of the Communist Party of China of Shenzhen Smart City Technology Development Group Co. Ltd. from June 2021 to May 2023. From January 2017 to June 2021, Mr. Chen had held positions as a director, chief financial officer and a member of the Committee of the Communist Party of China of Shenzhen Tefa Group Co. Ltd. He was a supervisor of Shenzhen Tefa Land Property Co. Ltd. from March 2018 to March 2022 and Shenzhen Tellus Holding Co. Ltd. (the shares of which are listed on the Main Board of SZSE, stock code: 000025.SZ) from May 2017 to September 2021. Mr. Chen was a supervisor of Shenzhen Tagen Group Co. Ltd. from May 2006 to November 2017. From April 2011 to April 2017, he was a director and the chief financial officer of Shenzhen Agricultural Power Group Co. Ltd. (formerly known as Shenzhen Agricultural Power Co. Ltd. From March 2005 to January 2011, he was a director and chief financial officer of Shenzhen State-owned Duty Free Commodity (Group) Co. Ltd. From March 2008 to March 2009, he was the chief financial officer of Shenzhen Nongke Group Co. Ltd. (formerly known as Shenzhen Nongke Group Company). From July 2000 to March 2005, he was the chief financial officer of the Shenzhen Aokangde Group Co. Ltd. (formerly known as Shenzhen Aokangde Group Ltd. and Shenzhen Aokangde Petroleum Trading Group Company). From February 1988 to July 2000, Mr. Chen worked in the Finance Department of the Shenzhen Industrial Products Group Company, with his last position being the head of the department. He worked as an accounting clerk in the Finance and Accounting Office of Shenzhen Commercial General Company from August 1982 to February 1988. Mr. Chen obtained a master degree in Economics from Party School of the Guangdong Provincial Committee of the Communist Party of China in September 2001 and a college degree in Economic Management from Guangdong Radio and TV University (now known as Guangdong Open University) in July 1987. Mr. Chen obtained the qualification of Senior Accountant from the Department of Personnel of Guangdong Province (now known as Human Resources and Social Security Department of Guangdong Province) in December 2002.
Board Change • May 03Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Co-Chairman of the Board Yunshu Zeng was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 16Less 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 an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Yiyi Dai 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.
Reported Earnings • Sep 02First half 2022 earnings released: CN¥0.18 loss per share (vs CN¥0.017 profit in 1H 2021)First half 2022 results: CN¥0.18 loss per share (down from CN¥0.017 profit in 1H 2021). Revenue: CN¥1.32b (down 49% from 1H 2021). Net loss: CN¥796.6m (down CN¥872.5m from profit in 1H 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.
分析記事 • May 05Health Check: How Prudently Does Guangdong - Hong Kong Greater Bay Area Holdings (HKG:1396) Use Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Board Change • Apr 27Less 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 Yiyi Dai 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. Lack of board continuity.
Reported Earnings • Apr 01Full year 2021 earnings released: CN¥0.11 loss per share (vs CN¥0.084 profit in FY 2020)Full year 2021 results: CN¥0.11 loss per share (down from CN¥0.084 profit in FY 2020). Revenue: CN¥5.57b (up 49% from FY 2020). Net loss: CN¥498.5m (down 238% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.
Recent Insider Transactions • Nov 24Insider recently bought HK$9.6m worth of stockOn the 19th of November, Kim Wong bought around 20m shares on-market at roughly HK$0.49 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$9.9m more in shares than they have sold in the last 12 months.
分析記事 • Sep 11We Think That There Are Issues Underlying Guangdong - Hong Kong Greater Bay Area Holdings' (HKG:1396) EarningsDespite posting some strong earnings, the market for Guangdong - Hong Kong Greater Bay Area Holdings Limited's...
Reported Earnings • Aug 30First half 2021 earnings released: EPS CN¥0.017 (vs CN¥0.025 in 1H 2020)The company reported a decent first half result with improved revenues, although earnings and profit margins were weaker. First half 2021 results: Revenue: CN¥2.60b (up 255% from 1H 2020). Net income: CN¥75.9m (down 25% from 1H 2020). Profit margin: 2.9% (down from 14% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jun 05CEO & Executive Director recently bought HK$210k worth of stockOn the 2nd of June, Sanming Yang bought around 412k shares on-market at roughly HK$0.51 per share. This was the largest purchase by an insider in the last 3 months. Sanming has been a buyer over the last 12 months, purchasing a net total of HK$315k worth in shares.
Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.084 (vs CN¥0.068 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.74b (up 136% from FY 2019). Net income: CN¥360.7m (up CN¥631.9m from FY 2019). Profit margin: 9.7% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.084 (vs CN¥0.068 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.74b (up 136% from FY 2019). Net income: CN¥360.7m (up CN¥631.9m from FY 2019). Profit margin: 9.7% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 19Guangdong - Hong Kong Greater Bay Area Holdings Limited Announces Appointment of Dai Yiyi as Independent Non-Executive Director and Chairman of the Nomination Committee and Member of the Audit Committee with Effect from 19 March 2021Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that Mr. Dai Yiyi ("Mr. Dai") has been appointed as an independent non-executive Director, the chairman of the nomination committee and a member of audit committee of the Board in place of Mr. Zhao with effect from 19 March 2021.
お知らせ • Mar 17Guangdong - Hong Kong Greater Bay Area Holdings Limited to Report Fiscal Year 2020 Results on Mar 29, 2021Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that they will report fiscal year 2020 results on Mar 29, 2021
Is New 90 Day High Low • Feb 12New 90-day high: HK$0.50The company is up 12% from its price of HK$0.45 on 13 November 2020. The Hong Kong market is up 16% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Real Estate industry, which is down 5.0% over the same period.
Is New 90 Day High Low • Jan 19New 90-day high: HK$0.47The company is up 7.0% from its price of HK$0.44 on 21 October 2020. The Hong Kong market is up 17% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Real Estate industry, which is up 3.0% over the same period.
お知らせ • Dec 25Guangdong - Hong Kong Greater Bay Area Holdings Limited Announces Demise of Zhao Lihua an Independent Non-Executive DirectorThe board of directors of Guangdong Hong Kong Greater Bay Area Holdings Limited announced with great sadness that Mr. Zhao Lihua an independent non-executive director of the Company, the chairman of the nomination committee and a member of audit committee of the Board, passed away on 23 December 2020.
Is New 90 Day High Low • Dec 23New 90-day low: HK$0.39The company is down 15% from its price of HK$0.46 on 24 September 2020. The Hong Kong market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Sep 21New 90-day high: HK$0.49The company is up 4.0% from its price of HK$0.47 on 23 June 2020. The Hong Kong market is also up 4.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Real Estate industry, which is down 1.0% over the same period.
お知らせ • Sep 17Guangdong - Hong Kong Greater Bay Area Holdings Limited Announces Appointment of Zhong N Ding as Chief Financial Officer, Effective September 17, 2020The board of directors of the Guangdong - Hong Kong Greater Bay Area Holdings Limited announced that Mr. Zhong N Ding Hua has been appointed as the chief financial officer of the company with effect from 17 September 2020. Mr. Zhong will be in charge of the overall financing and investor relations affairs of the Group. Mr. Zhong has more than 20 years of experience in the real estate industry in the PRC and has extensive operational experience in project financing, overseas mergers and acquisitions, corporate diversification and internationalization, and financial management.
お知らせ • Aug 22Hydoo International Holding Limited to Report First Half, 2020 Results on Aug 28, 2020Hydoo International Holding Limited announced that they will report first half, 2020 results on Aug 28, 2020
