Guangshen Railway（525）株式概要広深鉄道有限公司は中華人民共和国の鉄道旅客・貨物輸送事業に従事している。 詳細525 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4/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より41.6%で取引されている 過去1年間で収益は56.6%増加しました リスク分析不安定な配当実績 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525 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,088 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 NarrativeBLINROAG488,088 investors already sharing narrativesYour Fair ValueHK$Current PriceHK$2.2337.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b32b2016201920222025202620282031Revenue CN¥31.7bEarnings CN¥1.7bAdvancedSet Fair ValueView all narrativesGuangshen Railway Company Limited 競合他社MTRSymbol: SEHK:66Market cap: HK$202.4bCanggang RailwaySymbol: SEHK:2169Market cap: HK$1.9bCOSCO SHIPPING PortsSymbol: SEHK:1199Market cap: HK$19.9bShenzhen ExpresswaySymbol: SEHK:548Market cap: HK$22.4b価格と性能株価の高値、安値、推移の概要Guangshen Railway過去の株価現在の株価HK$2.2352週高値HK$2.6452週安値HK$1.92ベータ0.431ヶ月の変化4.21%3ヶ月変化-0.45%1年変化12.63%3年間の変化5.19%5年間の変化59.29%IPOからの変化-33.23%最新ニュースお知らせ • Jun 30Guangshen Railway Company Limited to Report First Half, 2026 Results on Aug 26, 2026Guangshen Railway Company Limited announced that they will report first half, 2026 results on Aug 26, 2026Upcoming Dividend • Jun 10Upcoming dividend of CN¥0.09 per shareEligible shareholders must have bought the stock before 17 June 2026. Payment date: 07 August 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Hong Kong dividend payers (7.0%). In line with average of industry peers (4.3%).お知らせ • May 22Guangshen Railway Company Limited, Annual General Meeting, Jun 10, 2026Guangshen Railway Company Limited, Annual General Meeting, Jun 10, 2026, at 10:00 China Standard Time. Location: company`s meeting room, 3/floor, no. 1052 heping road, luohu district, shenzhen, guangdong province., ChinaDeclared Dividend • May 22Dividend of CN¥0.09 announcedShareholders will receive a dividend of CN¥0.09. Ex-date: 17th June 2026 Payment date: 7th August 2026 Dividend yield will be 3.8%, which is lower than the industry average of 4.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.8% over the next year. However, it would need to fall by 54% to increase the payout ratio to a potentially unsustainable range.Board Change • May 20Less than half of directors are independentThere are 8 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: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Zilong Qiu is the most experienced director on the board, commencing their role in 2020. Independent Non-executive Director Qin Wang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 30Guangshen Railway Company Limited (SEHK:525) announces an Equity Buyback for CNY 100 million worth of its shares.Guangshen Railway Company Limited (SEHK:525) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased at no more than CNY 4.62 per share. The purpose of the program is to be used for cancellation and reduction of the company's registered capital. The program will be funded from company's own funds or self-raised funds. The program will be valid for 12 months.最新情報をもっと見るRecent updatesお知らせ • Jun 30Guangshen Railway Company Limited to Report First Half, 2026 Results on Aug 26, 2026Guangshen Railway Company Limited announced that they will report first half, 2026 results on Aug 26, 2026Upcoming Dividend • Jun 10Upcoming dividend of CN¥0.09 per shareEligible shareholders must have bought the stock before 17 June 2026. Payment date: 07 August 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Hong Kong dividend payers (7.0%). In line with average of industry peers (4.3%).お知らせ • May 22Guangshen Railway Company Limited, Annual General Meeting, Jun 10, 2026Guangshen Railway Company Limited, Annual General Meeting, Jun 10, 2026, at 10:00 China Standard Time. Location: company`s meeting room, 3/floor, no. 1052 heping road, luohu district, shenzhen, guangdong province., ChinaDeclared Dividend • May 22Dividend of CN¥0.09 announcedShareholders will receive a dividend of CN¥0.09. Ex-date: 17th June 2026 Payment date: 7th August 2026 Dividend yield will be 3.8%, which is lower than the industry average of 4.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.8% over the next year. However, it would need to fall by 54% to increase the payout ratio to a potentially unsustainable range.Board Change • May 20Less than half of directors are independentThere are 8 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: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Zilong Qiu is the most experienced director on the board, commencing their role in 2020. Independent Non-executive Director Qin Wang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 30Guangshen Railway Company Limited (SEHK:525) announces an Equity Buyback for CNY 100 million worth of its shares.Guangshen Railway Company Limited (SEHK:525) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased at no more than CNY 4.62 per share. The purpose of the program is to be used for cancellation and reduction of the company's registered capital. The program will be funded from company's own funds or self-raised funds. The program will be valid for 12 months.お知らせ • Mar 30Guangshen Railway Company Limited to Report Q1, 2026 Results on Apr 30, 2026Guangshen Railway Company Limited announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26Guangshen Railway Company Limited to Report Fiscal Year 2025 Results on Mar 31, 2026Guangshen Railway Company Limited announced that they will report fiscal year 2025 results on Mar 31, 2026お知らせ • Dec 04Guangshen Railway Company Limited Announces Appointment of Non-Executive DirectorsGuangshen Railway Company Limited held an Extraordinary General Meeting on December 4, 2025, at which all resolutions set out in the EGM Notice were passed by poll. At the EGM, Ms. Zhong Ning and Mr. Li Danjiang were appointed as non-executive directors of the tenth session of the Board. The term of office of the appointed directors shall be the remaining term of the tenth session of the Board, which ends on the date of the 2025 annual general meeting of the Company. Ms. Su Lan and Ms. Gao Xiaomin, attorneys from Haiwen & Partners Shenzhen Office, witnessed the EGM and issued a legal opinion certifying that the procedures to call and convene the EGM, the qualifications of attendees and the voting process were in compliance with relevant laws, regulations and the Articles of Association and that the poll results of the EGM were lawful and valid.お知らせ • Sep 30Guangshen Railway Company Limited to Report Q3, 2025 Results on Oct 30, 2025Guangshen Railway Company Limited announced that they will report Q3, 2025 results at 12:30 PM, China Standard Time on Oct 30, 2025お知らせ • Jun 30Guangshen Railway Company Limited to Report First Half, 2025 Results on Aug 29, 2025Guangshen Railway Company Limited announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Jun 18Guangshen Railway Company Limited Approves Final Ordinary Dividend for Year 2024, Payable on 15 August 2025Guangshen Railway Company Limited approved final ordinary dividend of RMB 0.07 per share for Year 2024, will be distributed to the Shareholders whose names appear on the register of members of the H Shares (the "H Shareholders") on2 July 2025. The register of members of the Company will be closed from 27 June 2025 to 2 July 2025 (both days inclusive), during which period no transfer of Shares will be registered. For any H Shareholders to be qualified for the 2024 Final Dividend, all transfers, accompanied by the relevant share certificates, must be lodged with the Company's registrar for H Shares, Computershare Hong Kong Investor Services Limited, on 26 June 2025. The 2024 Final Dividend payable to the H Shareholders will be paid by the Receiving Agent and dispatched on 15 August 2025.お知らせ • May 26Guangshen Railway Company Limited, Annual General Meeting, Jun 18, 2025Guangshen Railway Company Limited, Annual General Meeting, Jun 18, 2025, at 10:00 China Standard Time. Location: meeting room, 3/f, no. 1052 heping road, luohu district, shenzhen, guangdong province, prc., Chinaお知らせ • Mar 28Guangshen Railway Company Limited to Report Q1, 2025 Results on Apr 30, 2025Guangshen Railway Company Limited announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 27Guangshen Railway Company Limited to Report Fiscal Year 2024 Results on Mar 28, 2025Guangshen Railway Company Limited announced that they will report fiscal year 2024 results on Mar 28, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.048 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.048 in 3Q 2023). Revenue: CN¥7.11b (up 4.5% from 3Q 2023). Net income: CN¥296.9m (down 13% from 3Q 2023). Profit margin: 4.2% (down from 5.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$2.61, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Transportation industry in Asia. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$1.35 per share.Buy Or Sell Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock has risen 18% to HK$2.38. The fair value is estimated to be HK$3.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.お知らせ • Jun 28Guangshen Railway Company Limited to Report First Half, 2024 Results on Aug 29, 2024Guangshen Railway Company Limited announced that they will report first half, 2024 results on Aug 29, 2024お知らせ • Jun 18+ 1 more updateGuangshen Railway Company Limited Approves Final Cash Dividend for the Year 2023, Payable on 16 August 2024Guangshen Railway Company Limited at its AGM held on June 18, 2024 approved final cash dividend of RMB 0.07 per Share for the year 2023 will be distributed to the Shareholders whose names appear on the register of members of the H Shares on 2 July 2024. The register of members of the Company will be closed from 26 June 2024 to 2 July 2024 (both days inclusive), during which period no transfer of Shares will be registered. For any H Shareholders to be qualified for the 2023 Final Dividend, all transfers, accompanied by the relevant share certificates, must be lodged with the Company's registrar for H Shares, Hong Kong Registrars Limited, at Rooms 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wan Chai, Hong Kong no later than 4:30 p.m. on 25 June 2024. The 2023 Final Dividend payable to the H Shareholders will be paid by the Receiving Agent and dispatched on 16 August 2024. Dividends distributed to the H Shareholders by mail shall be posted at the risk of the recipients.Upcoming Dividend • Jun 17Upcoming dividend of CN¥0.07 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 16 August 2024. Trailing yield: 3.5%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (5.1%).Reported Earnings • May 01First quarter 2024 earnings released: EPS: CN¥0.077 (vs CN¥0.057 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.077 (up from CN¥0.057 in 1Q 2023). Revenue: CN¥6.60b (up 7.4% from 1Q 2023). Net income: CN¥546.9m (up 35% from 1Q 2023). Profit margin: 8.3% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • May 01Guangshen Railway Company Limited, Annual General Meeting, Jun 18, 2024Guangshen Railway Company Limited, Annual General Meeting, Jun 18, 2024, at 09:30 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China Agenda: To consider work report of the board of directors of the Company for the year 2023 be and is hereby reviewed and approved; to consider work report of the supervisory committee of the Company for the year 2023 be and is hereby reviewed and approved; to consider the audited financial statements of the Company for the year 2023 be and are hereby reviewed and approved; to consider the appointment Deloitte Touche Tohmatsu Certified Public Accountants LLP as the auditor of the Company for the year 2024 and their remuneration be and is hereby review and approved; and to discuss other matters.お知らせ • Mar 29Guangshen Railway Company Limited to Report Q1, 2024 Results on Apr 30, 2024Guangshen Railway Company Limited announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Mar 29Full year 2023 earnings released: EPS: CN¥0.15 (vs CN¥0.28 loss in FY 2022)Full year 2023 results: EPS: CN¥0.15 (up from CN¥0.28 loss in FY 2022). Revenue: CN¥26.2b (up 31% from FY 2022). Net income: CN¥1.06b (up CN¥3.05b from FY 2022). Profit margin: 4.0% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.お知らせ • Mar 29Guangshen Railway Company Limited Proposes Ordinary Final Dividend for the Year Ended 31 December 2023Guangshen Railway Company Limited proposed Ordinary Final Dividend of RMB 0.07 per share for the Year Ended 31 December 2023.お知らせ • Feb 06Guangshen Railway Company Limited Announces Executive ChangesGuangshen Railway Company Limited at is EGM held on February 6, 2024, appointed Mr. Wei Hao as an executive director of the company. Mr. Wu Yong has resigned as the Chairman of the tenth session of the Board, an executive Director, a member of the remuneration committee of the Company and a member of the nomination committee of the Company with effect from the conclusion of the EGM due to retirement. Mr. Wei Hao has been appointed as (i) the Chairman of the tenth session of the Board; and (ii) a member of each of the Remuneration Committee and the Nomination Committee. Please refer to the Circular for biographic details of Mr. Wei Hao and Mr. Luo Jinglun. The term of office of the appointed Directors shall be the remaining term of the tenth session of the Board, which ends on the date of the 2025 annual general meeting of the Company.お知らせ • Jan 25Guangshen Railway Company Limited Provides Preliminary Earnings Guidance for the Period from January 1, 2023 to December 31, 2023Guangshen Railway Company Limited provided preliminary earnings guidance for the period from January 1, 2023 to December 31, 2023. For the period, the net profit attributable to shareholders of the listed company for the year 2023 is estimated to be approximately RMB 1.02 billion to RMB 1.12 billion, which will turn losses into profits compared to the same period last year (according to the disclosure data). It is expected that the net profit attributable to shareholders of the listed company after deducting the non-recurring gain or loss for the year 2023 is estimated to be approximately RMB 0.98 billion to RMB 1.08 billion.お知らせ • Dec 30Guangshen Railway Company Limited to Report Fiscal Year 2023 Results on Mar 29, 2024Guangshen Railway Company Limited announced that they will report fiscal year 2023 results on Mar 29, 2024お知らせ • Dec 22Guangshen Railway Company Limited Announces Resignation of Mr. Xiang Lihua as Shareholder Representative SupervisorThe board of directors of Guangshen Railway Company Limited announced that Mr. Xiang Lihua (Mr. Xiang) has tendered his resignation to the Company as a Shareholder Representative Supervisor of the Company with effect from 22 December 2023 due to change of work arrangements. Mr. Xiang has confirmed that there is no disagreement between him and the supervisory committee of the Company and the company, and there is no other matter relating to his resignation that has to be brought to the attention of the shareholders of the company and The Stock Exchange of Hong Kong Limited.お知らせ • Nov 01Guangshen Railway Company Limited Announces Resignation of Guo Jiming to the BoardThe board of directors of Guangshen Railway Company Limited hereby announced that Mr. Guo Jiming ("Mr. Guo") has submitted his resignation to the Board on 31 October 2023, resigning from his position as a non-executive director of the Company due to change of work arrangement. Upon his resignation, Mr. Guo will not hold any position with the Company. Pursuant to the provisions of the Company Law and the Articles of Association, the resignation of Mr. Guo shall take effect upon delivery to the Board of the Company. The resignation of Mr. Guo will not result in the Board of the Company falling below the quorum and will not affect the normal operation of the Board of the Company and the Company. The Company will follow the statutory procedures for the supplementary election of directors. Mr. Guo has confirmed that there is no disagreement between himself and the Board of the Company and there are no matters relating to his resignation as a non-executive director of the Company that need to be brought to the attention of the shareholders of the company.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.048 (vs CN¥0.032 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.048 (up from CN¥0.032 loss in 3Q 2022). Revenue: CN¥6.80b (up 18% from 3Q 2022). Net income: CN¥341.5m (up CN¥570.1m from 3Q 2022). Profit margin: 5.0% (up from net loss in 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Sep 30Guangshen Railway Company Limited to Report Q3, 2023 Results on Oct 31, 2023Guangshen Railway Company Limited announced that they will report Q3, 2023 results on Oct 31, 2023お知らせ • Jul 15Guangshen Railway Company Limited Provides Earnings Guidance for the First Half from January 1, 2023 to June 30, 2023Guangshen Railway Company Limited provided earnings guidance for the first half January 1, 2023 to June 30, 2023. For the period, the company expects net profit attributable to shareholders of the listed company is estimated to be approximately RMB 600 million to RMB 750 million in the first half of 2023, which will turn losses into profits compared to the same period last year (according to the disclosure data). It is expected that the net profit attributable to shareholders of the listed company after deducting the non-recurring gain or loss is estimated to be approximately RMB 590 million to RMB 740 million in the first half of 2023.お知らせ • Jun 28Guangshen Railway Company Limited to Report First Half, 2023 Results on Aug 30, 2023Guangshen Railway Company Limited announced that they will report first half, 2023 results on Aug 30, 2023New Risk • Jun 08New 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 9.3% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 15Full year 2022 earnings released: CN¥0.28 loss per share (vs CN¥0.14 loss in FY 2021)Full year 2022 results: CN¥0.28 loss per share (further deteriorated from CN¥0.14 loss in FY 2021). Revenue: CN¥19.9b (down 1.3% from FY 2021). Net loss: CN¥1.99b (loss widened 105% from FY 2021). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Jan 31Guangshen Railway Company Limited Provides Earnings Guidance for the Year ended December 31, 2022Guangshen Railway Company Limited provided earnings guidance for the Year ended December 31, 2022. For the period, the net loss attributable to shareholders of the listed company for the year 2022 is estimated to be approximately RMB 1.8 billion to RMB 2.2 billion, the net loss attributable to shareholders of the listed company after deducting the non-recurring gain or loss for the year 2022 is estimated to be approximately RMB 1.9 billion to RMB 2.3 billion. For the year 2021, the Company recorded a net loss attributable to shareholders of the listed company of RMB 973 million and a net loss attributable to shareholders of the listed company after deducting the non-recurring gain or loss of RMB 1,058 million. For the year 2021, the basic loss per share of the Company amounted to RMB 0.14. The estimated loss for the Period of the Company is mainly due to the impact of its main business. In 2022, the main business of passenger and cargo transportation of the Company was affected by the ongoing impact of the Covid-19 epidemic, resulting in a significant decrease in both passenger transportation volume and cargo transportation volume, which led to a loss in the annual operating results of the Company in 2022. In face of the Epidemic, the Company coordinated the prevention and control of the Epidemic with the safe production and operation. On the basis of the regular prevention and control of the Epidemic, the Company actively adjusted the organization of passenger and cargo transportation, strictly controlled costs and strengthened risk prevention and control to minimize the adverse impact of theEpidemic.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Shareholder Representative Supervisor Shaohong Chen is the most experienced director on the board, commencing their role in 2008. Independent Non-Executive Director Frederick Ma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 30Third quarter 2022 earnings released: CN¥0.032 loss per share (vs CN¥0.037 loss in 3Q 2021)Third quarter 2022 results: CN¥0.032 loss per share (improved from CN¥0.037 loss in 3Q 2021). Revenue: CN¥5.75b (up 8.9% from 3Q 2021). Net loss: CN¥228.6m (loss narrowed 12% from 3Q 2021). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 31Second quarter 2022 earnings released: CN¥0.052 loss per share (vs CN¥0.014 profit in 2Q 2021)Second quarter 2022 results: CN¥0.052 loss per share (down from CN¥0.014 profit in 2Q 2021). Revenue: CN¥4.49b (down 14% from 2Q 2021). Net loss: CN¥367.0m (down 476% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 15% growth forecast for the Transportation industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 30First quarter 2022 earnings released: CN¥0.056 loss per share (vs CN¥0.013 loss in 1Q 2021)First quarter 2022 results: CN¥0.056 loss per share (down from CN¥0.013 loss in 1Q 2021). Revenue: CN¥5.00b (up 13% from 1Q 2021). Net loss: CN¥398.4m (loss widened 327% from 1Q 2021). Over the next year, revenue is forecast to grow 6.3%, compared to a 16% growth forecast for the industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Shareholder Representative Supervisor Shaohong Chen is the most experienced director on the board, commencing their role in 2008. Independent Non-Executive Director Frederick Ma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 03Full year 2021 earnings released: CN¥0.14 loss per share (vs CN¥0.079 loss in FY 2020)Full year 2021 results: CN¥0.14 loss per share (down from CN¥0.079 loss in FY 2020). Revenue: CN¥20.2b (up 24% from FY 2020). Net loss: CN¥973.1m (loss widened 74% from FY 2020). Over the next year, revenue is forecast to grow 8.2%, compared to a 17% growth forecast for the industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.Reported Earnings • Oct 30Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: CN¥5.28b (up 29% from 3Q 2020). Net loss: CN¥259.6m (loss narrowed 48% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 02Second quarter 2021 earnings released: EPS CN¥0.014 (vs CN¥0.022 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥5.25b (up 42% from 2Q 2020). Net income: CN¥97.6m (up CN¥249.6m from 2Q 2020). Profit margin: 1.9% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Executive Departure • Jun 22Chairman of the Supervisory Committee Mengshu Liu has left the companyOn the 17th of June, Mengshu Liu's tenure as Chairman of the Supervisory Committee ended. We don't have any record of a personal shareholding under Mengshu's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.Executive Departure • Jun 22Deputy GM & Executive Director Xiangdong Guo has left the companyOn the 17th of June, Xiangdong Guo's tenure as Deputy GM & Executive Director ended. As of March 2021, Xiangdong still personally held only 80.00k shares (HK$132k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.Executive Departure • Jun 22Non-Executive Director Bin Wang has left the companyOn the 17th of June, Bin Wang's tenure as Non-Executive Director ended after 1.0 years in the role. We don't have any record of a personal shareholding under Bin's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.Reported Earnings • Apr 29First quarter 2021 earnings released: CN¥0.013 loss per share (vs CN¥0.065 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CN¥4.41b (up 17% from 1Q 2020). Net loss: CN¥93.4m (loss narrowed 80% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 30Full year 2020 earnings released: CN¥0.08 loss per share (vs CN¥0.11 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: CN¥16.3b (down 23% from FY 2019). Net loss: CN¥557.9m (down 175% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 23New 90-day high: HK$1.57The company is up 8.0% from its price of HK$1.45 on 25 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 Transportation industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$0.74 per share.Is New 90 Day High Low • Jan 19New 90-day high: HK$1.54The company is up 14% from its price of HK$1.35 on 22 October 2020. The Hong Kong market is up 17% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Transportation industry, which is also up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$0.80 per share.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥1.24b, with earnings decreasing by CN¥1.94b from the prior year. Total revenue was CN¥17.1b over the last 12 months, down 18% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 8.8% at CN¥4.09b. Revenue is forecast to grow 23% over the next year, compared to a 3.0% decline forecast for the Transportation industry in Hong Kong.Is New 90 Day High Low • Sep 24New 90-day low: HK$1.38The company is down 3.0% from its price of HK$1.42 on 24 June 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$2.40 per share.株主還元525HK TransportationHK 市場7D1.4%3.0%0.3%1Y12.6%14.8%-3.9%株主還元を見る業界別リターン: 525過去 1 年間で14.8 % の収益を上げたHong Kong Transportation業界を下回りました。リターン対市場: 525過去 1 年間で-3.9 % の収益を上げたHong Kong市場を上回りました。価格変動Is 525's price volatile compared to industry and market?525 volatility525 Average Weekly Movement3.8%Transportation Industry Average Movement6.3%Market Average Movement7.6%10% most volatile stocks in HK Market16.3%10% least volatile stocks in HK Market3.6%安定した株価: 525 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 525の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199636,269Shaohong Chenwww.gsrc.com広深鉄道有限公司は中華人民共和国の鉄道旅客・貨物輸送事業に従事している。旅客輸送サービスには、広州-深圳間の都市間急行列車、長距離列車、広州-香港間の貫通列車の運行が含まれる。同社の貨物輸送サービスには、満載貨物、コンテナ、かさばる重量貨物、危険物、生鮮品、特大貨物の輸送が含まれる。また、鉄道ネットワーク利用サービス、鉄道運行、機関車・客車リース、旅客サービス、荷物輸送サービスなどのその他の輸送サービス、列車内や駅構内での食品・飲料・商品の販売も行っている。また、列車の修理、車内給食、資材・消耗品の販売、物品の販売、貨物の積み下ろしなど、鉄道輸送に関連する事業も行っている。さらに、倉庫管理、ケータリング管理、不動産建設サービスも提供している。同社は1996年に設立され、中華人民共和国の深圳に拠点を置く。もっと見るGuangshen Railway Company Limited 基礎のまとめGuangshen Railway の収益と売上を時価総額と比較するとどうか。525 基礎統計学時価総額HK$22.54b収益（TTM）HK$1.78b売上高(TTM)HK$33.76b8.9xPER（株価収益率0.5xP/Sレシオ525 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525 損益計算書（TTM）収益CN¥29.18b売上原価CN¥27.37b売上総利益CN¥1.81bその他の費用CN¥275.05m収益CN¥1.54b直近の収益報告Mar 31, 2026次回決算日Aug 26, 2026一株当たり利益（EPS）0.22グロス・マージン6.21%純利益率5.27%有利子負債／自己資本比率0%525 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.7%現在の配当利回り41%配当性向525 配当は確実ですか？525 配当履歴とベンチマークを見る525 、いつまでに購入すれば配当金を受け取れますか？Guangshen Railway 配当日配当落ち日Jun 17 2026配当支払日Jul 29 2026配当落ちまでの日数32 days配当支払日までの日数10 days525 配当は確実ですか？525 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/18 20:48終値2026/07/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Guangshen Railway Company Limited 2 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。23 アナリスト機関Shichen HanBofA Global ResearchXin YangChina International Capital Corporation LimitedNan ZhangChina Stock Investment Research Co. Ltd. (DeepValue.online)20 その他のアナリストを表示
お知らせ • Jun 30Guangshen Railway Company Limited to Report First Half, 2026 Results on Aug 26, 2026Guangshen Railway Company Limited announced that they will report first half, 2026 results on Aug 26, 2026
Upcoming Dividend • Jun 10Upcoming dividend of CN¥0.09 per shareEligible shareholders must have bought the stock before 17 June 2026. Payment date: 07 August 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Hong Kong dividend payers (7.0%). In line with average of industry peers (4.3%).
お知らせ • May 22Guangshen Railway Company Limited, Annual General Meeting, Jun 10, 2026Guangshen Railway Company Limited, Annual General Meeting, Jun 10, 2026, at 10:00 China Standard Time. Location: company`s meeting room, 3/floor, no. 1052 heping road, luohu district, shenzhen, guangdong province., China
Declared Dividend • May 22Dividend of CN¥0.09 announcedShareholders will receive a dividend of CN¥0.09. Ex-date: 17th June 2026 Payment date: 7th August 2026 Dividend yield will be 3.8%, which is lower than the industry average of 4.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.8% over the next year. However, it would need to fall by 54% to increase the payout ratio to a potentially unsustainable range.
Board Change • May 20Less than half of directors are independentThere are 8 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: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Zilong Qiu is the most experienced director on the board, commencing their role in 2020. Independent Non-executive Director Qin Wang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 30Guangshen Railway Company Limited (SEHK:525) announces an Equity Buyback for CNY 100 million worth of its shares.Guangshen Railway Company Limited (SEHK:525) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased at no more than CNY 4.62 per share. The purpose of the program is to be used for cancellation and reduction of the company's registered capital. The program will be funded from company's own funds or self-raised funds. The program will be valid for 12 months.
お知らせ • Jun 30Guangshen Railway Company Limited to Report First Half, 2026 Results on Aug 26, 2026Guangshen Railway Company Limited announced that they will report first half, 2026 results on Aug 26, 2026
Upcoming Dividend • Jun 10Upcoming dividend of CN¥0.09 per shareEligible shareholders must have bought the stock before 17 June 2026. Payment date: 07 August 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Hong Kong dividend payers (7.0%). In line with average of industry peers (4.3%).
お知らせ • May 22Guangshen Railway Company Limited, Annual General Meeting, Jun 10, 2026Guangshen Railway Company Limited, Annual General Meeting, Jun 10, 2026, at 10:00 China Standard Time. Location: company`s meeting room, 3/floor, no. 1052 heping road, luohu district, shenzhen, guangdong province., China
Declared Dividend • May 22Dividend of CN¥0.09 announcedShareholders will receive a dividend of CN¥0.09. Ex-date: 17th June 2026 Payment date: 7th August 2026 Dividend yield will be 3.8%, which is lower than the industry average of 4.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.8% over the next year. However, it would need to fall by 54% to increase the payout ratio to a potentially unsustainable range.
Board Change • May 20Less than half of directors are independentThere are 8 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: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Zilong Qiu is the most experienced director on the board, commencing their role in 2020. Independent Non-executive Director Qin Wang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 30Guangshen Railway Company Limited (SEHK:525) announces an Equity Buyback for CNY 100 million worth of its shares.Guangshen Railway Company Limited (SEHK:525) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its shares. The shares will be repurchased at no more than CNY 4.62 per share. The purpose of the program is to be used for cancellation and reduction of the company's registered capital. The program will be funded from company's own funds or self-raised funds. The program will be valid for 12 months.
お知らせ • Mar 30Guangshen Railway Company Limited to Report Q1, 2026 Results on Apr 30, 2026Guangshen Railway Company Limited announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26Guangshen Railway Company Limited to Report Fiscal Year 2025 Results on Mar 31, 2026Guangshen Railway Company Limited announced that they will report fiscal year 2025 results on Mar 31, 2026
お知らせ • Dec 04Guangshen Railway Company Limited Announces Appointment of Non-Executive DirectorsGuangshen Railway Company Limited held an Extraordinary General Meeting on December 4, 2025, at which all resolutions set out in the EGM Notice were passed by poll. At the EGM, Ms. Zhong Ning and Mr. Li Danjiang were appointed as non-executive directors of the tenth session of the Board. The term of office of the appointed directors shall be the remaining term of the tenth session of the Board, which ends on the date of the 2025 annual general meeting of the Company. Ms. Su Lan and Ms. Gao Xiaomin, attorneys from Haiwen & Partners Shenzhen Office, witnessed the EGM and issued a legal opinion certifying that the procedures to call and convene the EGM, the qualifications of attendees and the voting process were in compliance with relevant laws, regulations and the Articles of Association and that the poll results of the EGM were lawful and valid.
お知らせ • Sep 30Guangshen Railway Company Limited to Report Q3, 2025 Results on Oct 30, 2025Guangshen Railway Company Limited announced that they will report Q3, 2025 results at 12:30 PM, China Standard Time on Oct 30, 2025
お知らせ • Jun 30Guangshen Railway Company Limited to Report First Half, 2025 Results on Aug 29, 2025Guangshen Railway Company Limited announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Jun 18Guangshen Railway Company Limited Approves Final Ordinary Dividend for Year 2024, Payable on 15 August 2025Guangshen Railway Company Limited approved final ordinary dividend of RMB 0.07 per share for Year 2024, will be distributed to the Shareholders whose names appear on the register of members of the H Shares (the "H Shareholders") on2 July 2025. The register of members of the Company will be closed from 27 June 2025 to 2 July 2025 (both days inclusive), during which period no transfer of Shares will be registered. For any H Shareholders to be qualified for the 2024 Final Dividend, all transfers, accompanied by the relevant share certificates, must be lodged with the Company's registrar for H Shares, Computershare Hong Kong Investor Services Limited, on 26 June 2025. The 2024 Final Dividend payable to the H Shareholders will be paid by the Receiving Agent and dispatched on 15 August 2025.
お知らせ • May 26Guangshen Railway Company Limited, Annual General Meeting, Jun 18, 2025Guangshen Railway Company Limited, Annual General Meeting, Jun 18, 2025, at 10:00 China Standard Time. Location: meeting room, 3/f, no. 1052 heping road, luohu district, shenzhen, guangdong province, prc., China
お知らせ • Mar 28Guangshen Railway Company Limited to Report Q1, 2025 Results on Apr 30, 2025Guangshen Railway Company Limited announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 27Guangshen Railway Company Limited to Report Fiscal Year 2024 Results on Mar 28, 2025Guangshen Railway Company Limited announced that they will report fiscal year 2024 results on Mar 28, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.048 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.048 in 3Q 2023). Revenue: CN¥7.11b (up 4.5% from 3Q 2023). Net income: CN¥296.9m (down 13% from 3Q 2023). Profit margin: 4.2% (down from 5.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$2.61, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Transportation industry in Asia. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$1.35 per share.
Buy Or Sell Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock has risen 18% to HK$2.38. The fair value is estimated to be HK$3.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
お知らせ • Jun 28Guangshen Railway Company Limited to Report First Half, 2024 Results on Aug 29, 2024Guangshen Railway Company Limited announced that they will report first half, 2024 results on Aug 29, 2024
お知らせ • Jun 18+ 1 more updateGuangshen Railway Company Limited Approves Final Cash Dividend for the Year 2023, Payable on 16 August 2024Guangshen Railway Company Limited at its AGM held on June 18, 2024 approved final cash dividend of RMB 0.07 per Share for the year 2023 will be distributed to the Shareholders whose names appear on the register of members of the H Shares on 2 July 2024. The register of members of the Company will be closed from 26 June 2024 to 2 July 2024 (both days inclusive), during which period no transfer of Shares will be registered. For any H Shareholders to be qualified for the 2023 Final Dividend, all transfers, accompanied by the relevant share certificates, must be lodged with the Company's registrar for H Shares, Hong Kong Registrars Limited, at Rooms 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wan Chai, Hong Kong no later than 4:30 p.m. on 25 June 2024. The 2023 Final Dividend payable to the H Shareholders will be paid by the Receiving Agent and dispatched on 16 August 2024. Dividends distributed to the H Shareholders by mail shall be posted at the risk of the recipients.
Upcoming Dividend • Jun 17Upcoming dividend of CN¥0.07 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 16 August 2024. Trailing yield: 3.5%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (5.1%).
Reported Earnings • May 01First quarter 2024 earnings released: EPS: CN¥0.077 (vs CN¥0.057 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.077 (up from CN¥0.057 in 1Q 2023). Revenue: CN¥6.60b (up 7.4% from 1Q 2023). Net income: CN¥546.9m (up 35% from 1Q 2023). Profit margin: 8.3% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • May 01Guangshen Railway Company Limited, Annual General Meeting, Jun 18, 2024Guangshen Railway Company Limited, Annual General Meeting, Jun 18, 2024, at 09:30 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China Agenda: To consider work report of the board of directors of the Company for the year 2023 be and is hereby reviewed and approved; to consider work report of the supervisory committee of the Company for the year 2023 be and is hereby reviewed and approved; to consider the audited financial statements of the Company for the year 2023 be and are hereby reviewed and approved; to consider the appointment Deloitte Touche Tohmatsu Certified Public Accountants LLP as the auditor of the Company for the year 2024 and their remuneration be and is hereby review and approved; and to discuss other matters.
お知らせ • Mar 29Guangshen Railway Company Limited to Report Q1, 2024 Results on Apr 30, 2024Guangshen Railway Company Limited announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: CN¥0.15 (vs CN¥0.28 loss in FY 2022)Full year 2023 results: EPS: CN¥0.15 (up from CN¥0.28 loss in FY 2022). Revenue: CN¥26.2b (up 31% from FY 2022). Net income: CN¥1.06b (up CN¥3.05b from FY 2022). Profit margin: 4.0% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Mar 29Guangshen Railway Company Limited Proposes Ordinary Final Dividend for the Year Ended 31 December 2023Guangshen Railway Company Limited proposed Ordinary Final Dividend of RMB 0.07 per share for the Year Ended 31 December 2023.
お知らせ • Feb 06Guangshen Railway Company Limited Announces Executive ChangesGuangshen Railway Company Limited at is EGM held on February 6, 2024, appointed Mr. Wei Hao as an executive director of the company. Mr. Wu Yong has resigned as the Chairman of the tenth session of the Board, an executive Director, a member of the remuneration committee of the Company and a member of the nomination committee of the Company with effect from the conclusion of the EGM due to retirement. Mr. Wei Hao has been appointed as (i) the Chairman of the tenth session of the Board; and (ii) a member of each of the Remuneration Committee and the Nomination Committee. Please refer to the Circular for biographic details of Mr. Wei Hao and Mr. Luo Jinglun. The term of office of the appointed Directors shall be the remaining term of the tenth session of the Board, which ends on the date of the 2025 annual general meeting of the Company.
お知らせ • Jan 25Guangshen Railway Company Limited Provides Preliminary Earnings Guidance for the Period from January 1, 2023 to December 31, 2023Guangshen Railway Company Limited provided preliminary earnings guidance for the period from January 1, 2023 to December 31, 2023. For the period, the net profit attributable to shareholders of the listed company for the year 2023 is estimated to be approximately RMB 1.02 billion to RMB 1.12 billion, which will turn losses into profits compared to the same period last year (according to the disclosure data). It is expected that the net profit attributable to shareholders of the listed company after deducting the non-recurring gain or loss for the year 2023 is estimated to be approximately RMB 0.98 billion to RMB 1.08 billion.
お知らせ • Dec 30Guangshen Railway Company Limited to Report Fiscal Year 2023 Results on Mar 29, 2024Guangshen Railway Company Limited announced that they will report fiscal year 2023 results on Mar 29, 2024
お知らせ • Dec 22Guangshen Railway Company Limited Announces Resignation of Mr. Xiang Lihua as Shareholder Representative SupervisorThe board of directors of Guangshen Railway Company Limited announced that Mr. Xiang Lihua (Mr. Xiang) has tendered his resignation to the Company as a Shareholder Representative Supervisor of the Company with effect from 22 December 2023 due to change of work arrangements. Mr. Xiang has confirmed that there is no disagreement between him and the supervisory committee of the Company and the company, and there is no other matter relating to his resignation that has to be brought to the attention of the shareholders of the company and The Stock Exchange of Hong Kong Limited.
お知らせ • Nov 01Guangshen Railway Company Limited Announces Resignation of Guo Jiming to the BoardThe board of directors of Guangshen Railway Company Limited hereby announced that Mr. Guo Jiming ("Mr. Guo") has submitted his resignation to the Board on 31 October 2023, resigning from his position as a non-executive director of the Company due to change of work arrangement. Upon his resignation, Mr. Guo will not hold any position with the Company. Pursuant to the provisions of the Company Law and the Articles of Association, the resignation of Mr. Guo shall take effect upon delivery to the Board of the Company. The resignation of Mr. Guo will not result in the Board of the Company falling below the quorum and will not affect the normal operation of the Board of the Company and the Company. The Company will follow the statutory procedures for the supplementary election of directors. Mr. Guo has confirmed that there is no disagreement between himself and the Board of the Company and there are no matters relating to his resignation as a non-executive director of the Company that need to be brought to the attention of the shareholders of the company.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.048 (vs CN¥0.032 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.048 (up from CN¥0.032 loss in 3Q 2022). Revenue: CN¥6.80b (up 18% from 3Q 2022). Net income: CN¥341.5m (up CN¥570.1m from 3Q 2022). Profit margin: 5.0% (up from net loss in 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Guangshen Railway Company Limited to Report Q3, 2023 Results on Oct 31, 2023Guangshen Railway Company Limited announced that they will report Q3, 2023 results on Oct 31, 2023
お知らせ • Jul 15Guangshen Railway Company Limited Provides Earnings Guidance for the First Half from January 1, 2023 to June 30, 2023Guangshen Railway Company Limited provided earnings guidance for the first half January 1, 2023 to June 30, 2023. For the period, the company expects net profit attributable to shareholders of the listed company is estimated to be approximately RMB 600 million to RMB 750 million in the first half of 2023, which will turn losses into profits compared to the same period last year (according to the disclosure data). It is expected that the net profit attributable to shareholders of the listed company after deducting the non-recurring gain or loss is estimated to be approximately RMB 590 million to RMB 740 million in the first half of 2023.
お知らせ • Jun 28Guangshen Railway Company Limited to Report First Half, 2023 Results on Aug 30, 2023Guangshen Railway Company Limited announced that they will report first half, 2023 results on Aug 30, 2023
New Risk • Jun 08New 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 9.3% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 15Full year 2022 earnings released: CN¥0.28 loss per share (vs CN¥0.14 loss in FY 2021)Full year 2022 results: CN¥0.28 loss per share (further deteriorated from CN¥0.14 loss in FY 2021). Revenue: CN¥19.9b (down 1.3% from FY 2021). Net loss: CN¥1.99b (loss widened 105% from FY 2021). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 31Guangshen Railway Company Limited Provides Earnings Guidance for the Year ended December 31, 2022Guangshen Railway Company Limited provided earnings guidance for the Year ended December 31, 2022. For the period, the net loss attributable to shareholders of the listed company for the year 2022 is estimated to be approximately RMB 1.8 billion to RMB 2.2 billion, the net loss attributable to shareholders of the listed company after deducting the non-recurring gain or loss for the year 2022 is estimated to be approximately RMB 1.9 billion to RMB 2.3 billion. For the year 2021, the Company recorded a net loss attributable to shareholders of the listed company of RMB 973 million and a net loss attributable to shareholders of the listed company after deducting the non-recurring gain or loss of RMB 1,058 million. For the year 2021, the basic loss per share of the Company amounted to RMB 0.14. The estimated loss for the Period of the Company is mainly due to the impact of its main business. In 2022, the main business of passenger and cargo transportation of the Company was affected by the ongoing impact of the Covid-19 epidemic, resulting in a significant decrease in both passenger transportation volume and cargo transportation volume, which led to a loss in the annual operating results of the Company in 2022. In face of the Epidemic, the Company coordinated the prevention and control of the Epidemic with the safe production and operation. On the basis of the regular prevention and control of the Epidemic, the Company actively adjusted the organization of passenger and cargo transportation, strictly controlled costs and strengthened risk prevention and control to minimize the adverse impact of theEpidemic.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Shareholder Representative Supervisor Shaohong Chen is the most experienced director on the board, commencing their role in 2008. Independent Non-Executive Director Frederick Ma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 30Third quarter 2022 earnings released: CN¥0.032 loss per share (vs CN¥0.037 loss in 3Q 2021)Third quarter 2022 results: CN¥0.032 loss per share (improved from CN¥0.037 loss in 3Q 2021). Revenue: CN¥5.75b (up 8.9% from 3Q 2021). Net loss: CN¥228.6m (loss narrowed 12% from 3Q 2021). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 31Second quarter 2022 earnings released: CN¥0.052 loss per share (vs CN¥0.014 profit in 2Q 2021)Second quarter 2022 results: CN¥0.052 loss per share (down from CN¥0.014 profit in 2Q 2021). Revenue: CN¥4.49b (down 14% from 2Q 2021). Net loss: CN¥367.0m (down 476% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 15% growth forecast for the Transportation industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 30First quarter 2022 earnings released: CN¥0.056 loss per share (vs CN¥0.013 loss in 1Q 2021)First quarter 2022 results: CN¥0.056 loss per share (down from CN¥0.013 loss in 1Q 2021). Revenue: CN¥5.00b (up 13% from 1Q 2021). Net loss: CN¥398.4m (loss widened 327% from 1Q 2021). Over the next year, revenue is forecast to grow 6.3%, compared to a 16% growth forecast for the industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Shareholder Representative Supervisor Shaohong Chen is the most experienced director on the board, commencing their role in 2008. Independent Non-Executive Director Frederick Ma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 03Full year 2021 earnings released: CN¥0.14 loss per share (vs CN¥0.079 loss in FY 2020)Full year 2021 results: CN¥0.14 loss per share (down from CN¥0.079 loss in FY 2020). Revenue: CN¥20.2b (up 24% from FY 2020). Net loss: CN¥973.1m (loss widened 74% from FY 2020). Over the next year, revenue is forecast to grow 8.2%, compared to a 17% growth forecast for the industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
Reported Earnings • Oct 30Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: CN¥5.28b (up 29% from 3Q 2020). Net loss: CN¥259.6m (loss narrowed 48% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 02Second quarter 2021 earnings released: EPS CN¥0.014 (vs CN¥0.022 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥5.25b (up 42% from 2Q 2020). Net income: CN¥97.6m (up CN¥249.6m from 2Q 2020). Profit margin: 1.9% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Executive Departure • Jun 22Chairman of the Supervisory Committee Mengshu Liu has left the companyOn the 17th of June, Mengshu Liu's tenure as Chairman of the Supervisory Committee ended. We don't have any record of a personal shareholding under Mengshu's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.
Executive Departure • Jun 22Deputy GM & Executive Director Xiangdong Guo has left the companyOn the 17th of June, Xiangdong Guo's tenure as Deputy GM & Executive Director ended. As of March 2021, Xiangdong still personally held only 80.00k shares (HK$132k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.
Executive Departure • Jun 22Non-Executive Director Bin Wang has left the companyOn the 17th of June, Bin Wang's tenure as Non-Executive Director ended after 1.0 years in the role. We don't have any record of a personal shareholding under Bin's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.
Reported Earnings • Apr 29First quarter 2021 earnings released: CN¥0.013 loss per share (vs CN¥0.065 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CN¥4.41b (up 17% from 1Q 2020). Net loss: CN¥93.4m (loss narrowed 80% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 30Full year 2020 earnings released: CN¥0.08 loss per share (vs CN¥0.11 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: CN¥16.3b (down 23% from FY 2019). Net loss: CN¥557.9m (down 175% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 23New 90-day high: HK$1.57The company is up 8.0% from its price of HK$1.45 on 25 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 Transportation industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$0.74 per share.
Is New 90 Day High Low • Jan 19New 90-day high: HK$1.54The company is up 14% from its price of HK$1.35 on 22 October 2020. The Hong Kong market is up 17% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Transportation industry, which is also up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$0.80 per share.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥1.24b, with earnings decreasing by CN¥1.94b from the prior year. Total revenue was CN¥17.1b over the last 12 months, down 18% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 8.8% at CN¥4.09b. Revenue is forecast to grow 23% over the next year, compared to a 3.0% decline forecast for the Transportation industry in Hong Kong.
Is New 90 Day High Low • Sep 24New 90-day low: HK$1.38The company is down 3.0% from its price of HK$1.42 on 24 June 2020. The Hong Kong market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$2.40 per share.
