Renco Holdings Group（2323）株式概要レンコ・ホールディングス・グループ・リミテッドは投資持株会社で、プリント回路基板の製造・販売を行っている。 詳細2323 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績0/6財務の健全性0/6配当金0/6報酬当社が推定した公正価値より68%で取引されている 過去5年間の収益は年間18.6%増加しました。 リスク分析マイナスの株主資本 意味のある時価総額がありません ( HK$50M )株式の流動性は非常に低い 最新の財務報告は6か月以上前のものである すべてのリスクチェックを見る2323 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW495,270 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG495,270 investors already sharing narrativesYour Fair ValueHK$Current PriceHK$0.01988.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-894m1b2016201920222025202620282031Revenue HK$288.6mEarnings HK$24.0mAdvancedSet Fair ValueView all narrativesRenco Holdings Group Limited 競合他社China Silver Technology HoldingsSymbol: SEHK:515Market cap: HK$49.4mTongda Hong Tai HoldingsSymbol: SEHK:2363Market cap: HK$78.6mZhejiang RuiYuan Intelligent Control TechnologySymbol: SEHK:8249Market cap: HK$33.0mK & P International HoldingsSymbol: SEHK:675Market cap: HK$97.5m価格と性能株価の高値、安値、推移の概要Renco Holdings Group過去の株価現在の株価HK$0.01952週高値HK$0.04852週安値HK$0.014ベータ-4.041ヶ月の変化0%3ヶ月変化0%1年変化-20.83%3年間の変化-78.89%5年間の変化-96.55%IPOからの変化-98.29%最新ニュースお知らせ • Apr 18Renco Holdings Group Limited, Annual General Meeting, Jun 23, 2025Renco Holdings Group Limited, Annual General Meeting, Jun 23, 2025.お知らせ • Apr 04Renco Holdings Group Limited Announces Termination of Service Agreement with Executive Director, Cheok Ho Fung, Effective 1 April 2025The board of directors of Renco Holdings Group Limited announced that the service agreement between the Company and Mr. Cheok Ho Fung, an executive director of the Company, dated 30 May 2002 for his directorship at the Company has been terminated with effect from 1 April 2025.お知らせ • Mar 17Renco Holdings Group Limited to Report Fiscal Year 2024 Results on Mar 31, 2025Renco Holdings Group Limited announced that they will report fiscal year 2024 results on Mar 31, 2025お知らせ • Feb 18Renco Holdings Group Limited Announces Board and Committee ChangesThe Board Renco Holdings Group Limited announced that as Mr. Lau Fai Lawrence was a director of the Company on the date of the Loan Agreement, being 28 October 2016, on 18 February 2025, the Board has resolved to appoint Mr. Liu Chuan, an executive Director who is independent of the subject matters of the Investigation, as a member and the chairperson of the Special Investigation Committee in place of Mr. Lau Fai Lawrence. As at the date of this announcement, the Special Investigation Committee shall comprise Mr. Liu Chuan, Mr. Mak Kwok Kei and Mr. Xu Xinwei.New Risk • Jan 08New 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 Share price has been highly volatile over the past 3 months (16% average weekly change). Negative equity (-HK$47m). Market cap is less than US$10m (HK$58.3m market cap, or US$7.49m).分析記事 • Nov 18Renco Holdings Group Limited (HKG:2323) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyRenco Holdings Group Limited ( HKG:2323 ) shareholders won't be pleased to see that the share price has had a very...最新情報をもっと見るRecent updatesお知らせ • Apr 18Renco Holdings Group Limited, Annual General Meeting, Jun 23, 2025Renco Holdings Group Limited, Annual General Meeting, Jun 23, 2025.お知らせ • Apr 04Renco Holdings Group Limited Announces Termination of Service Agreement with Executive Director, Cheok Ho Fung, Effective 1 April 2025The board of directors of Renco Holdings Group Limited announced that the service agreement between the Company and Mr. Cheok Ho Fung, an executive director of the Company, dated 30 May 2002 for his directorship at the Company has been terminated with effect from 1 April 2025.お知らせ • Mar 17Renco Holdings Group Limited to Report Fiscal Year 2024 Results on Mar 31, 2025Renco Holdings Group Limited announced that they will report fiscal year 2024 results on Mar 31, 2025お知らせ • Feb 18Renco Holdings Group Limited Announces Board and Committee ChangesThe Board Renco Holdings Group Limited announced that as Mr. Lau Fai Lawrence was a director of the Company on the date of the Loan Agreement, being 28 October 2016, on 18 February 2025, the Board has resolved to appoint Mr. Liu Chuan, an executive Director who is independent of the subject matters of the Investigation, as a member and the chairperson of the Special Investigation Committee in place of Mr. Lau Fai Lawrence. As at the date of this announcement, the Special Investigation Committee shall comprise Mr. Liu Chuan, Mr. Mak Kwok Kei and Mr. Xu Xinwei.New Risk • Jan 08New 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 Share price has been highly volatile over the past 3 months (16% average weekly change). Negative equity (-HK$47m). Market cap is less than US$10m (HK$58.3m market cap, or US$7.49m).分析記事 • Nov 18Renco Holdings Group Limited (HKG:2323) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyRenco Holdings Group Limited ( HKG:2323 ) shareholders won't be pleased to see that the share price has had a very...分析記事 • Oct 04Renco Holdings Group Limited's (HKG:2323) Shares Climb 56% But Its Business Is Yet to Catch UpRenco Holdings Group Limited ( HKG:2323 ) shares have had a really impressive month, gaining 56% after a shaky period...お知らせ • Oct 03+ 1 more updateRenco Holdings Group Limited Announces CFO ChangesThe board of directors of Renco Holdings Group Limited announced that Mr. Su Zhiyang has tendered his resignation as the chief financial officer with effect from 2 October 2024. Following the resignation of Mr. Su, the Board announced that Mr. Leung Yiu Cho ("Mr. Leung") has been appointed as the CFO, with effect from 2 October 2024. Mr. Leung was the assistant financial controller of Ta Yang Group Holdings Limited (Stock Code: 1991), a company listed on the Main Board of the Stock Exchange (the "Main Board") from 2006 to 2007, the chief financial officer and board secretary of Highland Asset Management Corporation from 2012 to 2013, an executive director and the vice investment principal of Artini Holdings Limited (Stock Code: 789), a company listed on the Main Board, from 2013 to 2019, and an independent non-executive director and the chairman of the audit committee of Grace Life-tech Holdings Limited (Stock Code: 2112), a company listed on the Main Board, from 2017 to 2020 and since 11 March 2022. He was an independent non-executive director, the chairman of the audit committee and a member of the strategic committee of Wuxi Sunlit Science and Technology Company Limited (Stock Code: 1289), a company listed on the Main Board, since 18 June 2021. He was also appointed as an independent non-executive director, the chairman of the audit committee and a member of the remuneration committee, nomination committee and risk management committee of Shanghai XNG Holdings Limited (Stock Code: 3666), a company listed on the Main Board, since 20 October 2023. He was an independent non-executive director and the chairman of the audit committee of Zhongshi Minan Holdings Limited (Stock Code: 8283), a company listed on the GEM of the Stock Exchange, from 21 October 2016 to 30 June 2022. He was the chief financial officer, company secretary and authorised representative of Xinhua News Media Holdings Limited (Stock Code: 309), a company listed on the Main Board, from 2 July 2021 to 5 August 2021. He was the company secretary and authorised representative of China Dredging Environment Protection Holdings Limited (Stock Code: 871), a company listed on the Main Board, from 29 December 2021 to 11 August 2023. He was the company secretary and authorised representative of Universal Star (Holdings) Limited (Stock Code: 2346, whose shares were delisted from the Main Board with effect from 26 January 2024), from 13 July 2021 to 29 January 2024. Mr. Leung obtained a master's degree in Corporate Finance from The Hong Kong Polytechnic University in December 2006. He was admitted as a member of the Associate of Chartered Certified Accountants in March 2014.Reported Earnings • Oct 02First half 2024 earnings released: EPS: HK$0.009 (vs HK$0.058 loss in 1H 2023)First half 2024 results: EPS: HK$0.009 (up from HK$0.058 loss in 1H 2023). Revenue: HK$133.3m (down 2.6% from 1H 2023). Net income: HK$24.8m (up HK$178.6m from 1H 2023). Profit margin: 19% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.Board Change • Sep 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Mike Xu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 20Renco Holdings Group Limited to Report First Half, 2024 Results on Aug 30, 2024Renco Holdings Group Limited announced that they will report first half, 2024 results on Aug 30, 2024分析記事 • Jul 14Renco Holdings Group Limited (HKG:2323) May Have Run Too Fast Too Soon With Recent 38% Price PlummetRenco Holdings Group Limited ( HKG:2323 ) shareholders that were waiting for something to happen have been dealt a blow...分析記事 • May 05There's Reason For Concern Over Renco Holdings Group Limited's (HKG:2323) Massive 100% Price JumpThe Renco Holdings Group Limited ( HKG:2323 ) share price has done very well over the last month, posting an excellent...お知らせ • Apr 13Renco Holdings Group Limited, Annual General Meeting, Jun 24, 2024Renco Holdings Group Limited, Annual General Meeting, Jun 24, 2024.Reported Earnings • Apr 12Full year 2023 earnings released: HK$0.14 loss per share (vs HK$0.19 loss in FY 2022)Full year 2023 results: HK$0.14 loss per share (improved from HK$0.19 loss in FY 2022). Revenue: HK$257.7m (down 28% from FY 2022). Net loss: HK$376.3m (loss narrowed 19% from FY 2022). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.お知らせ • Mar 16Renco Holdings Group Limited to Report Fiscal Year 2023 Results on Mar 28, 2024Renco Holdings Group Limited announced that they will report fiscal year 2023 results on Mar 28, 2024分析記事 • Mar 01Renco Holdings Group Limited (HKG:2323) Stock Rockets 38% But Many Are Still Ignoring The CompanyThose holding Renco Holdings Group Limited ( HKG:2323 ) shares would be relieved that the share price has rebounded 38...分析記事 • Dec 25Market Might Still Lack Some Conviction On Renco Holdings Group Limited (HKG:2323) Even After 31% Share Price BoostRenco Holdings Group Limited ( HKG:2323 ) shares have had a really impressive month, gaining 31% after a shaky period...分析記事 • Dec 04Does Renco Holdings Group (HKG:2323) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Nov 29New 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 17% 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 Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 6.6% per year over the past 5 years. Market cap is less than US$10m (HK$47.7m market cap, or US$6.11m).お知らせ • Sep 27Renco Holdings Group Limited Announces Resignation of Hung Yeung Alvi as Executive Director,Chairman of Executive Committee and Member of the Independent Investigation CommitteeThe board (the "Board") of directors (the "Directors") of Renco Holdings Group Limited announced that Mr. Hung Yeung Alvin ("Mr. Hung") has resigned as an executive Director, chairman of the executive committee of the Board (the "Executive Committee") and the member of the independent investigation committee of the Company (the "Independent Investigation Committee") with effect from 26 September 2023. Mr. Hung tendered his resignation as an executive Director, chairman of the Executive Committee and the member of the Independent Investigation Committee due to his intention to concentrate on the pursuit and development of his other business activities. The Board and Mr. Hung have confirmed that there is no disagreement between Mr. Hung and the Board and there are no any matters relating to his resignation that need to be brought to the attention of the shareholders of the Company and the Stock Exchange.分析記事 • Sep 04Health Check: How Prudently Does Renco Holdings Group (HKG:2323) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Sep 04First half 2023 earnings released: HK$0.058 loss per share (vs HK$0.13 loss in 1H 2022)First half 2023 results: HK$0.058 loss per share (improved from HK$0.13 loss in 1H 2022). Revenue: HK$136.9m (down 17% from 1H 2022). Net loss: HK$153.8m (loss narrowed 48% from 1H 2022).お知らせ • Aug 18Renco Holdings Group Limited to Report First Half, 2023 Results on Aug 30, 2023Renco Holdings Group Limited announced that they will report first half, 2023 results on Aug 30, 2023Reported Earnings • Apr 01Full year 2022 earnings released: HK$0.19 loss per share (vs HK$0.20 loss in FY 2021)Full year 2022 results: HK$0.19 loss per share. Revenue: HK$355.7m (down 34% from FY 2021). Net loss: HK$466.1m (loss widened 3.2% from FY 2021).お知らせ • Feb 18Renco Holdings Group Limited Announces Redesignation of Li Yongjun from A Non-Executive Director to an Executive Director with Effect from 17 February 2023Renco Holdings Group Limited announces that due to reallocation of duties and responsibilities amongst the Group's management, Mr. Li Yongjun ("Mr. Li") has been redesignated from a non-executive Director to an executive Director (the "Redesignation") with effect from 17 February 2023. Mr. Li will remain as the chairman of the Board. The biographical details of Mr. Li are set out below: Mr. Li, aged 54, was appointed as a non-executive Director of the Board with effect from 30 August 2019 and was appointed as the chairman of the Board with effect from 6 April 2020. Mr. Li has over 20 years' of working experience in enterprise strategic decision making and corporate management. He is currently the president of Yongxinhua Holding Group Co. Ltd. (together with its subsidiaries, the "Yongxinhua Holding"). Mr. Li founded the Yongxinhua Holding in 2003, which is an integrated and multipurpose corporation and a co-partner of United Nations Educational, Scientific and Cultural Organisation (UNESCO) in the world intangible cultural heritage industry. Its principal activities include equity investment in financial institutions, cultural industry integration and innovation development, development and construction of cultural industry park and protection of intangible cultural heritage. From May 2018 to October 2022, Mr. Li has served as an executive director and vice chairman of the board of directors of Crown International Corporation Limited, a company whose shares are listed on the Main Board of the Stock Exchange of Hong Kong Limited (the "Stock Exchange") (HKSE StockCode: 727). Mr. Li was the chief executive officer of Crown International Corporation Limited from July 2018 to March 2019. Mr. Li is also the Asia chairman of the Global Hope Coalition, the vice chairman of the "Belt and Road"Silk Road Planning Researching Center, the vice chairman of the China Industry University Research Collaboration Association and the vice chairman of the China Intangible Cultural Heritage Protection Association. Mr. Li obtained a degree of Executive Master of Business Administration from Cheung Kong Graduate School of Business in the PRC in September 2008. He obtained a qualification certificate as a senior engineer in the PRC in July 2001.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xinwei Xu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Oct 02Is Renco Holdings Group (HKG:2323) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 31First half 2022 earnings released: HK$0.13 loss per share (vs HK$0.098 loss in 1H 2021)First half 2022 results: HK$0.13 loss per share (down from HK$0.098 loss in 1H 2021). Revenue: HK$164.7m (down 32% from 1H 2021). Net loss: HK$298.1m (loss widened 37% from 1H 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.Board Change • Aug 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xinwei Xu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 21Renco Holdings Group Limited has completed a Follow-on Equity Offering in the amount of HKD 44 million.Renco Holdings Group Limited has completed a Follow-on Equity Offering in the amount of HKD 44 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 440,000,000 Price\Range: HKD 0.1 Discount Per Security: HKD 0.006 Transaction Features: Subsequent Direct ListingReported Earnings • Jun 12Full year 2021 earnings released: HK$0.20 loss per share (vs HK$0.47 loss in FY 2020)Full year 2021 results: HK$0.20 loss per share (up from HK$0.47 loss in FY 2020). Revenue: HK$535.4m (up 93% from FY 2020). Net loss: HK$451.6m (loss narrowed 56% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 01Renco Holdings Group Limited, Annual General Meeting, Jul 15, 2022Renco Holdings Group Limited, Annual General Meeting, Jul 15, 2022.Buying Opportunity • May 26Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be HK$0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 13%.分析記事 • Apr 29Does Renco Holdings Group (HKG:2323) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Apr 03Full year 2021 earnings released: HK$0.21 loss per share (vs HK$0.47 loss in FY 2020)Full year 2021 results: HK$0.21 loss per share (up from HK$0.47 loss in FY 2020). Revenue: HK$535.4m (up 93% from FY 2020). Net loss: HK$458.3m (loss narrowed 56% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.分析記事 • Mar 02Calculating The Intrinsic Value Of Renco Holdings Group Limited (HKG:2323)In this article we are going to estimate the intrinsic value of Renco Holdings Group Limited ( HKG:2323 ) by projecting...分析記事 • Sep 27Would Renco Holdings Group (HKG:2323) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Sep 01First half 2021 earnings released: HK$0.098 loss per share (vs HK$0.16 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: HK$240.6m (up 361% from 1H 2020). Net loss: HK$217.1m (loss narrowed 39% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 52% per year whereas the company’s share price has fallen by 50% per year.お知らせ • Aug 22Renco Holdings Group Limited Provides Group Earnings Guidance for the Six Months Ended 30 June 2021Renco Holdings Group Limited provided group earnings guidance for the six months ended 30 June 2021. The company announced that based on the information currently available to the Group and a preliminary assessment of the unaudited condensed consolidated financial statements of the Group for the six months ended 30 June 2021, the group is expected to record a decrease of 40% in its consolidated loss for the six months ended 30 June 2021 to approximately HKD 215 million as compared with the loss of approximately HKD 353 million for the prior six months ended 30 June 2020. The board considers that the aforesaid expected losses were mainly due to (i) the substantial provision for losses on several overdue repayment of the financial assistances provided by the Group (‘Overdue Financial Assistances’) and additional provision for losses on certain overdue receivables under the litigation proceedings on Overdue Financial Assistances; (ii) the impairment losses arisen as the result of the decrease in the market value of the treasury investments segment and financial services segment caused by the current worldwide capital market fluctuations and the adverse impacts of the outbreak of Coronavirus Disease 2019; and (iii) the fair value losses arising from the adverse market price movements in the listed securities held by the Group at the fair value through its profit and loss.分析記事 • Mar 30Does Renco Holdings Group (HKG:2323) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Mar 30Full year 2020 earnings released: HK$0.47 loss per share (vs HK$0.30 loss in FY 2019)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: HK$277.6m (up 33% from FY 2019). Net loss: HK$1.03b (loss widened 56% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 28 percentage points per year, which is a significant difference in performance.お知らせ • Mar 23Renco Holdings Group Limited Provides Consolidated Earnings Guidance for the Year Ended 31 December 2020Renco Holdings Group Limited provided consolidated earnings guidance for the year ended 31 December 2020. The group is expected to record an increase in its consolidated loss before taxation for the relevant Year of approximately HKD 1,000 million as compared with the loss before taxation of approximately HKD 603 million for the prior financial year ended 31 December 2019. The Board considers that the expected losses during the Relevant Year were mainly due to (i) the provision of losses on several overdue repayment of the financial assistances provided by the Group (Overdue Financial Assistances) and additional provision of losses on certain overdue receivables under the litigation proceedings on Overdue Financial Assistances of approximately HKD 398 million in total; (ii) the substantial fair value losses of approximately HKD 270 million arising from the adverse market price movements in the listed securities held by the Group at the fair value through its profit and loss; and (iii) the impairment losses of approximately HKD 320 million arisen as the result of the decrease in the market value of the treasury investments segment and financial services segment caused by the current worldwide capital market fluctuations and the adverse impacts of the outbreak of Coronavirus Disease 2019.お知らせ • Mar 17Renco Holdings Group Limited to Report Fiscal Year 2020 Results on Mar 29, 2021Renco Holdings Group Limited announced that they will report fiscal year 2020 results on Mar 29, 2021分析記事 • Nov 23If You Had Bought Renco Holdings Group's (HKG:2323) Shares Three Years Ago You Would Be Down 90%It's not possible to invest over long periods without making some bad investments. But you want to avoid the really...Is New 90 Day High Low • Oct 21New 90-day low: HK$0.39The company is down 25% from its price of HK$0.52 on 23 July 2020. The Hong Kong market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 5.0% over the same period.Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of HK$664.7m, with losses widening by 10% from the prior year. Total revenue was HK$111.0m over the last 12 months, down 73% from the prior year.Is New 90 Day High Low • Sep 21New 90-day low: HK$0.42The company is down 18% from its price of HK$0.51 on 23 June 2020. The Hong Kong market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 3.0% over the same period.お知らせ • Aug 22Renco Holdings Group Limited to Report First Half, 2020 Results on Aug 28, 2020Renco Holdings Group Limited announced that they will report first half, 2020 results on Aug 28, 2020お知らせ • Jul 31Eternal Glory Holdings Limited acquired additional 12% stake in HKBridge Financial Holdings Limited (SEHK:2323) from Youfu Investment Co., Ltd. for HKD 2.6 million.Eternal Glory Holdings Limited acquired additional 12% stake in HKBridge Financial Holdings Limited (SEHK:2323) from Youfu Investment Co., Ltd. for HKD 2.6 million on March 30, 2020. Post acquisition, Eternal Glory Holdings Limited increased its stake in HKBridge Financial Holdings Limited from 16.3% to 28.3%, and Youfu Investment Co., Ltd. decreased its stake from 40.87% to 28.87%. Eternal Glory Holdings Limited completed the acquisition of additional 12% stake in HKBridge Financial Holdings Limited (SEHK:2323) from Youfu Investment Co., Ltd. on March 30, 2020.株主還元2323HK ElectronicHK 市場7D0%-7.3%1.1%1Y-20.8%75.2%-3.0%株主還元を見る業界別リターン: 2323過去 1 年間で75.2 % の収益を上げたHong Kong Electronic業界を下回りました。リターン対市場: 2323は、過去 1 年間で-3 % のリターンを上げたHong Kong市場を下回りました。価格変動Is 2323's price volatile compared to industry and market?2323 volatility2323 Average Weekly Movementn/aElectronic Industry Average Movement10.6%Market Average Movement7.5%10% most volatile stocks in HK Market16.6%10% least volatile stocks in HK Market3.5%安定した株価: 2323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: 過去 1 年間の2323のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト1985710Ivy Xingwww.renco.com.hk投資持株会社であるレンコ・ホールディングス・グループ・リミテッドは、プリント回路基板の製造・販売を行っている。同社は3つのセグメントで事業を展開している：製造、トレジャリー・インベストメンツ、金融サービス。また、有価証券の投資と取引、ファンド投資と関連活動、金融支援、有価証券に関するアドバイザリー、資産運用、情報システム管理と投資アドバイザリー、金融支援、コンサルタントと企業ソリューションサービスの提供、株式と債券の投資も行っている。中華人民共和国、シンガポール、マレーシア、ドイツ、ポーランド、その他欧州諸国、米国、韓国、日本、および国際的に事業を展開している。旧社名はHKBridge Financial Holdings Limitedで、2020年7月にRenco Holdings Group Limitedに社名変更した。レンコ・ホールディングス・グループ・リミテッドは1985年に設立され、香港のセントラルに本社を置いている。もっと見るRenco Holdings Group Limited 基礎のまとめRenco Holdings Group の収益と売上を時価総額と比較するとどうか。2323 基礎統計学時価総額HK$50.31m収益（TTM）-HK$197.72m売上高(TTM)HK$254.14m0.2xP/Sレシオ-0.3xPER（株価収益率2323 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2323 損益計算書（TTM）収益HK$254.14m売上原価HK$373.81m売上総利益-HK$119.66mその他の費用HK$78.06m収益-HK$197.72m直近の収益報告Jun 30, 2024次回決算日Apr 30, 2025一株当たり利益（EPS）-0.075グロス・マージン-47.08%純利益率-77.80%有利子負債／自己資本比率-2,614.9%2323 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2025/04/16 12:38終値2025/01/17 00:00収益2024/06/30年間収益2023/12/31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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Renco Holdings Group Limited 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。0
お知らせ • Apr 18Renco Holdings Group Limited, Annual General Meeting, Jun 23, 2025Renco Holdings Group Limited, Annual General Meeting, Jun 23, 2025.
お知らせ • Apr 04Renco Holdings Group Limited Announces Termination of Service Agreement with Executive Director, Cheok Ho Fung, Effective 1 April 2025The board of directors of Renco Holdings Group Limited announced that the service agreement between the Company and Mr. Cheok Ho Fung, an executive director of the Company, dated 30 May 2002 for his directorship at the Company has been terminated with effect from 1 April 2025.
お知らせ • Mar 17Renco Holdings Group Limited to Report Fiscal Year 2024 Results on Mar 31, 2025Renco Holdings Group Limited announced that they will report fiscal year 2024 results on Mar 31, 2025
お知らせ • Feb 18Renco Holdings Group Limited Announces Board and Committee ChangesThe Board Renco Holdings Group Limited announced that as Mr. Lau Fai Lawrence was a director of the Company on the date of the Loan Agreement, being 28 October 2016, on 18 February 2025, the Board has resolved to appoint Mr. Liu Chuan, an executive Director who is independent of the subject matters of the Investigation, as a member and the chairperson of the Special Investigation Committee in place of Mr. Lau Fai Lawrence. As at the date of this announcement, the Special Investigation Committee shall comprise Mr. Liu Chuan, Mr. Mak Kwok Kei and Mr. Xu Xinwei.
New Risk • Jan 08New 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 Share price has been highly volatile over the past 3 months (16% average weekly change). Negative equity (-HK$47m). Market cap is less than US$10m (HK$58.3m market cap, or US$7.49m).
分析記事 • Nov 18Renco Holdings Group Limited (HKG:2323) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyRenco Holdings Group Limited ( HKG:2323 ) shareholders won't be pleased to see that the share price has had a very...
お知らせ • Apr 18Renco Holdings Group Limited, Annual General Meeting, Jun 23, 2025Renco Holdings Group Limited, Annual General Meeting, Jun 23, 2025.
お知らせ • Apr 04Renco Holdings Group Limited Announces Termination of Service Agreement with Executive Director, Cheok Ho Fung, Effective 1 April 2025The board of directors of Renco Holdings Group Limited announced that the service agreement between the Company and Mr. Cheok Ho Fung, an executive director of the Company, dated 30 May 2002 for his directorship at the Company has been terminated with effect from 1 April 2025.
お知らせ • Mar 17Renco Holdings Group Limited to Report Fiscal Year 2024 Results on Mar 31, 2025Renco Holdings Group Limited announced that they will report fiscal year 2024 results on Mar 31, 2025
お知らせ • Feb 18Renco Holdings Group Limited Announces Board and Committee ChangesThe Board Renco Holdings Group Limited announced that as Mr. Lau Fai Lawrence was a director of the Company on the date of the Loan Agreement, being 28 October 2016, on 18 February 2025, the Board has resolved to appoint Mr. Liu Chuan, an executive Director who is independent of the subject matters of the Investigation, as a member and the chairperson of the Special Investigation Committee in place of Mr. Lau Fai Lawrence. As at the date of this announcement, the Special Investigation Committee shall comprise Mr. Liu Chuan, Mr. Mak Kwok Kei and Mr. Xu Xinwei.
New Risk • Jan 08New 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 Share price has been highly volatile over the past 3 months (16% average weekly change). Negative equity (-HK$47m). Market cap is less than US$10m (HK$58.3m market cap, or US$7.49m).
分析記事 • Nov 18Renco Holdings Group Limited (HKG:2323) Shares May Have Slumped 26% But Getting In Cheap Is Still UnlikelyRenco Holdings Group Limited ( HKG:2323 ) shareholders won't be pleased to see that the share price has had a very...
分析記事 • Oct 04Renco Holdings Group Limited's (HKG:2323) Shares Climb 56% But Its Business Is Yet to Catch UpRenco Holdings Group Limited ( HKG:2323 ) shares have had a really impressive month, gaining 56% after a shaky period...
お知らせ • Oct 03+ 1 more updateRenco Holdings Group Limited Announces CFO ChangesThe board of directors of Renco Holdings Group Limited announced that Mr. Su Zhiyang has tendered his resignation as the chief financial officer with effect from 2 October 2024. Following the resignation of Mr. Su, the Board announced that Mr. Leung Yiu Cho ("Mr. Leung") has been appointed as the CFO, with effect from 2 October 2024. Mr. Leung was the assistant financial controller of Ta Yang Group Holdings Limited (Stock Code: 1991), a company listed on the Main Board of the Stock Exchange (the "Main Board") from 2006 to 2007, the chief financial officer and board secretary of Highland Asset Management Corporation from 2012 to 2013, an executive director and the vice investment principal of Artini Holdings Limited (Stock Code: 789), a company listed on the Main Board, from 2013 to 2019, and an independent non-executive director and the chairman of the audit committee of Grace Life-tech Holdings Limited (Stock Code: 2112), a company listed on the Main Board, from 2017 to 2020 and since 11 March 2022. He was an independent non-executive director, the chairman of the audit committee and a member of the strategic committee of Wuxi Sunlit Science and Technology Company Limited (Stock Code: 1289), a company listed on the Main Board, since 18 June 2021. He was also appointed as an independent non-executive director, the chairman of the audit committee and a member of the remuneration committee, nomination committee and risk management committee of Shanghai XNG Holdings Limited (Stock Code: 3666), a company listed on the Main Board, since 20 October 2023. He was an independent non-executive director and the chairman of the audit committee of Zhongshi Minan Holdings Limited (Stock Code: 8283), a company listed on the GEM of the Stock Exchange, from 21 October 2016 to 30 June 2022. He was the chief financial officer, company secretary and authorised representative of Xinhua News Media Holdings Limited (Stock Code: 309), a company listed on the Main Board, from 2 July 2021 to 5 August 2021. He was the company secretary and authorised representative of China Dredging Environment Protection Holdings Limited (Stock Code: 871), a company listed on the Main Board, from 29 December 2021 to 11 August 2023. He was the company secretary and authorised representative of Universal Star (Holdings) Limited (Stock Code: 2346, whose shares were delisted from the Main Board with effect from 26 January 2024), from 13 July 2021 to 29 January 2024. Mr. Leung obtained a master's degree in Corporate Finance from The Hong Kong Polytechnic University in December 2006. He was admitted as a member of the Associate of Chartered Certified Accountants in March 2014.
Reported Earnings • Oct 02First half 2024 earnings released: EPS: HK$0.009 (vs HK$0.058 loss in 1H 2023)First half 2024 results: EPS: HK$0.009 (up from HK$0.058 loss in 1H 2023). Revenue: HK$133.3m (down 2.6% from 1H 2023). Net income: HK$24.8m (up HK$178.6m from 1H 2023). Profit margin: 19% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.
Board Change • Sep 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Mike Xu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 20Renco Holdings Group Limited to Report First Half, 2024 Results on Aug 30, 2024Renco Holdings Group Limited announced that they will report first half, 2024 results on Aug 30, 2024
分析記事 • Jul 14Renco Holdings Group Limited (HKG:2323) May Have Run Too Fast Too Soon With Recent 38% Price PlummetRenco Holdings Group Limited ( HKG:2323 ) shareholders that were waiting for something to happen have been dealt a blow...
分析記事 • May 05There's Reason For Concern Over Renco Holdings Group Limited's (HKG:2323) Massive 100% Price JumpThe Renco Holdings Group Limited ( HKG:2323 ) share price has done very well over the last month, posting an excellent...
お知らせ • Apr 13Renco Holdings Group Limited, Annual General Meeting, Jun 24, 2024Renco Holdings Group Limited, Annual General Meeting, Jun 24, 2024.
Reported Earnings • Apr 12Full year 2023 earnings released: HK$0.14 loss per share (vs HK$0.19 loss in FY 2022)Full year 2023 results: HK$0.14 loss per share (improved from HK$0.19 loss in FY 2022). Revenue: HK$257.7m (down 28% from FY 2022). Net loss: HK$376.3m (loss narrowed 19% from FY 2022). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.
お知らせ • Mar 16Renco Holdings Group Limited to Report Fiscal Year 2023 Results on Mar 28, 2024Renco Holdings Group Limited announced that they will report fiscal year 2023 results on Mar 28, 2024
分析記事 • Mar 01Renco Holdings Group Limited (HKG:2323) Stock Rockets 38% But Many Are Still Ignoring The CompanyThose holding Renco Holdings Group Limited ( HKG:2323 ) shares would be relieved that the share price has rebounded 38...
分析記事 • Dec 25Market Might Still Lack Some Conviction On Renco Holdings Group Limited (HKG:2323) Even After 31% Share Price BoostRenco Holdings Group Limited ( HKG:2323 ) shares have had a really impressive month, gaining 31% after a shaky period...
分析記事 • Dec 04Does Renco Holdings Group (HKG:2323) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Nov 29New 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 17% 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 Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 6.6% per year over the past 5 years. Market cap is less than US$10m (HK$47.7m market cap, or US$6.11m).
お知らせ • Sep 27Renco Holdings Group Limited Announces Resignation of Hung Yeung Alvi as Executive Director,Chairman of Executive Committee and Member of the Independent Investigation CommitteeThe board (the "Board") of directors (the "Directors") of Renco Holdings Group Limited announced that Mr. Hung Yeung Alvin ("Mr. Hung") has resigned as an executive Director, chairman of the executive committee of the Board (the "Executive Committee") and the member of the independent investigation committee of the Company (the "Independent Investigation Committee") with effect from 26 September 2023. Mr. Hung tendered his resignation as an executive Director, chairman of the Executive Committee and the member of the Independent Investigation Committee due to his intention to concentrate on the pursuit and development of his other business activities. The Board and Mr. Hung have confirmed that there is no disagreement between Mr. Hung and the Board and there are no any matters relating to his resignation that need to be brought to the attention of the shareholders of the Company and the Stock Exchange.
分析記事 • Sep 04Health Check: How Prudently Does Renco Holdings Group (HKG:2323) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Sep 04First half 2023 earnings released: HK$0.058 loss per share (vs HK$0.13 loss in 1H 2022)First half 2023 results: HK$0.058 loss per share (improved from HK$0.13 loss in 1H 2022). Revenue: HK$136.9m (down 17% from 1H 2022). Net loss: HK$153.8m (loss narrowed 48% from 1H 2022).
お知らせ • Aug 18Renco Holdings Group Limited to Report First Half, 2023 Results on Aug 30, 2023Renco Holdings Group Limited announced that they will report first half, 2023 results on Aug 30, 2023
Reported Earnings • Apr 01Full year 2022 earnings released: HK$0.19 loss per share (vs HK$0.20 loss in FY 2021)Full year 2022 results: HK$0.19 loss per share. Revenue: HK$355.7m (down 34% from FY 2021). Net loss: HK$466.1m (loss widened 3.2% from FY 2021).
お知らせ • Feb 18Renco Holdings Group Limited Announces Redesignation of Li Yongjun from A Non-Executive Director to an Executive Director with Effect from 17 February 2023Renco Holdings Group Limited announces that due to reallocation of duties and responsibilities amongst the Group's management, Mr. Li Yongjun ("Mr. Li") has been redesignated from a non-executive Director to an executive Director (the "Redesignation") with effect from 17 February 2023. Mr. Li will remain as the chairman of the Board. The biographical details of Mr. Li are set out below: Mr. Li, aged 54, was appointed as a non-executive Director of the Board with effect from 30 August 2019 and was appointed as the chairman of the Board with effect from 6 April 2020. Mr. Li has over 20 years' of working experience in enterprise strategic decision making and corporate management. He is currently the president of Yongxinhua Holding Group Co. Ltd. (together with its subsidiaries, the "Yongxinhua Holding"). Mr. Li founded the Yongxinhua Holding in 2003, which is an integrated and multipurpose corporation and a co-partner of United Nations Educational, Scientific and Cultural Organisation (UNESCO) in the world intangible cultural heritage industry. Its principal activities include equity investment in financial institutions, cultural industry integration and innovation development, development and construction of cultural industry park and protection of intangible cultural heritage. From May 2018 to October 2022, Mr. Li has served as an executive director and vice chairman of the board of directors of Crown International Corporation Limited, a company whose shares are listed on the Main Board of the Stock Exchange of Hong Kong Limited (the "Stock Exchange") (HKSE StockCode: 727). Mr. Li was the chief executive officer of Crown International Corporation Limited from July 2018 to March 2019. Mr. Li is also the Asia chairman of the Global Hope Coalition, the vice chairman of the "Belt and Road"Silk Road Planning Researching Center, the vice chairman of the China Industry University Research Collaboration Association and the vice chairman of the China Intangible Cultural Heritage Protection Association. Mr. Li obtained a degree of Executive Master of Business Administration from Cheung Kong Graduate School of Business in the PRC in September 2008. He obtained a qualification certificate as a senior engineer in the PRC in July 2001.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xinwei Xu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 02Is Renco Holdings Group (HKG:2323) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 31First half 2022 earnings released: HK$0.13 loss per share (vs HK$0.098 loss in 1H 2021)First half 2022 results: HK$0.13 loss per share (down from HK$0.098 loss in 1H 2021). Revenue: HK$164.7m (down 32% from 1H 2021). Net loss: HK$298.1m (loss widened 37% from 1H 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.
Board Change • Aug 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xinwei Xu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 21Renco Holdings Group Limited has completed a Follow-on Equity Offering in the amount of HKD 44 million.Renco Holdings Group Limited has completed a Follow-on Equity Offering in the amount of HKD 44 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 440,000,000 Price\Range: HKD 0.1 Discount Per Security: HKD 0.006 Transaction Features: Subsequent Direct Listing
Reported Earnings • Jun 12Full year 2021 earnings released: HK$0.20 loss per share (vs HK$0.47 loss in FY 2020)Full year 2021 results: HK$0.20 loss per share (up from HK$0.47 loss in FY 2020). Revenue: HK$535.4m (up 93% from FY 2020). Net loss: HK$451.6m (loss narrowed 56% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 01Renco Holdings Group Limited, Annual General Meeting, Jul 15, 2022Renco Holdings Group Limited, Annual General Meeting, Jul 15, 2022.
Buying Opportunity • May 26Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be HK$0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 13%.
分析記事 • Apr 29Does Renco Holdings Group (HKG:2323) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Apr 03Full year 2021 earnings released: HK$0.21 loss per share (vs HK$0.47 loss in FY 2020)Full year 2021 results: HK$0.21 loss per share (up from HK$0.47 loss in FY 2020). Revenue: HK$535.4m (up 93% from FY 2020). Net loss: HK$458.3m (loss narrowed 56% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.
分析記事 • Mar 02Calculating The Intrinsic Value Of Renco Holdings Group Limited (HKG:2323)In this article we are going to estimate the intrinsic value of Renco Holdings Group Limited ( HKG:2323 ) by projecting...
分析記事 • Sep 27Would Renco Holdings Group (HKG:2323) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Sep 01First half 2021 earnings released: HK$0.098 loss per share (vs HK$0.16 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: HK$240.6m (up 361% from 1H 2020). Net loss: HK$217.1m (loss narrowed 39% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 52% per year whereas the company’s share price has fallen by 50% per year.
お知らせ • Aug 22Renco Holdings Group Limited Provides Group Earnings Guidance for the Six Months Ended 30 June 2021Renco Holdings Group Limited provided group earnings guidance for the six months ended 30 June 2021. The company announced that based on the information currently available to the Group and a preliminary assessment of the unaudited condensed consolidated financial statements of the Group for the six months ended 30 June 2021, the group is expected to record a decrease of 40% in its consolidated loss for the six months ended 30 June 2021 to approximately HKD 215 million as compared with the loss of approximately HKD 353 million for the prior six months ended 30 June 2020. The board considers that the aforesaid expected losses were mainly due to (i) the substantial provision for losses on several overdue repayment of the financial assistances provided by the Group (‘Overdue Financial Assistances’) and additional provision for losses on certain overdue receivables under the litigation proceedings on Overdue Financial Assistances; (ii) the impairment losses arisen as the result of the decrease in the market value of the treasury investments segment and financial services segment caused by the current worldwide capital market fluctuations and the adverse impacts of the outbreak of Coronavirus Disease 2019; and (iii) the fair value losses arising from the adverse market price movements in the listed securities held by the Group at the fair value through its profit and loss.
分析記事 • Mar 30Does Renco Holdings Group (HKG:2323) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Mar 30Full year 2020 earnings released: HK$0.47 loss per share (vs HK$0.30 loss in FY 2019)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: HK$277.6m (up 33% from FY 2019). Net loss: HK$1.03b (loss widened 56% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 28 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 23Renco Holdings Group Limited Provides Consolidated Earnings Guidance for the Year Ended 31 December 2020Renco Holdings Group Limited provided consolidated earnings guidance for the year ended 31 December 2020. The group is expected to record an increase in its consolidated loss before taxation for the relevant Year of approximately HKD 1,000 million as compared with the loss before taxation of approximately HKD 603 million for the prior financial year ended 31 December 2019. The Board considers that the expected losses during the Relevant Year were mainly due to (i) the provision of losses on several overdue repayment of the financial assistances provided by the Group (Overdue Financial Assistances) and additional provision of losses on certain overdue receivables under the litigation proceedings on Overdue Financial Assistances of approximately HKD 398 million in total; (ii) the substantial fair value losses of approximately HKD 270 million arising from the adverse market price movements in the listed securities held by the Group at the fair value through its profit and loss; and (iii) the impairment losses of approximately HKD 320 million arisen as the result of the decrease in the market value of the treasury investments segment and financial services segment caused by the current worldwide capital market fluctuations and the adverse impacts of the outbreak of Coronavirus Disease 2019.
お知らせ • Mar 17Renco Holdings Group Limited to Report Fiscal Year 2020 Results on Mar 29, 2021Renco Holdings Group Limited announced that they will report fiscal year 2020 results on Mar 29, 2021
分析記事 • Nov 23If You Had Bought Renco Holdings Group's (HKG:2323) Shares Three Years Ago You Would Be Down 90%It's not possible to invest over long periods without making some bad investments. But you want to avoid the really...
Is New 90 Day High Low • Oct 21New 90-day low: HK$0.39The company is down 25% from its price of HK$0.52 on 23 July 2020. The Hong Kong market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 5.0% over the same period.
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of HK$664.7m, with losses widening by 10% from the prior year. Total revenue was HK$111.0m over the last 12 months, down 73% from the prior year.
Is New 90 Day High Low • Sep 21New 90-day low: HK$0.42The company is down 18% from its price of HK$0.51 on 23 June 2020. The Hong Kong market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 3.0% over the same period.
お知らせ • Aug 22Renco Holdings Group Limited to Report First Half, 2020 Results on Aug 28, 2020Renco Holdings Group Limited announced that they will report first half, 2020 results on Aug 28, 2020
お知らせ • Jul 31Eternal Glory Holdings Limited acquired additional 12% stake in HKBridge Financial Holdings Limited (SEHK:2323) from Youfu Investment Co., Ltd. for HKD 2.6 million.Eternal Glory Holdings Limited acquired additional 12% stake in HKBridge Financial Holdings Limited (SEHK:2323) from Youfu Investment Co., Ltd. for HKD 2.6 million on March 30, 2020. Post acquisition, Eternal Glory Holdings Limited increased its stake in HKBridge Financial Holdings Limited from 16.3% to 28.3%, and Youfu Investment Co., Ltd. decreased its stake from 40.87% to 28.87%. Eternal Glory Holdings Limited completed the acquisition of additional 12% stake in HKBridge Financial Holdings Limited (SEHK:2323) from Youfu Investment Co., Ltd. on March 30, 2020.
