View ValuationCSG Holding 향후 성장Future 기준 점검 3/6CSG Holding (는) 각각 연간 69.8% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 68.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 3.5% 로 예상됩니다.핵심 정보69.8%이익 성장률68.52%EPS 성장률Basic Materials 이익 성장30.3%매출 성장률4.9%향후 자기자본이익률3.50%애널리스트 커버리지Low마지막 업데이트04 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • Jun 30CSG Holding Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026CSG Holding Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026공고 • Jun 05CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026, at 14:45 China Standard Time. Location: 2F, Office Building, Shekou Industrial Sixth Road, Nanshan District, Shenzhen, Guangdong China공고 • Mar 31CSG Holding Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026공고 • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026공고 • Sep 30CSG Holding Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025CSG Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025공고 • Jul 02CSG Holding Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025CSG Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025공고 • May 29CSG Holding Co., Ltd., Annual General Meeting, Jun 24, 2025CSG Holding Co., Ltd., Annual General Meeting, Jun 24, 2025, at 14:45 China Standard Time. Location: 2F, Office Building, No. 1, Shekou Industrial 6th Road, Nanshan District, Shenzhen, Guangdong China공고 • Mar 31CSG Holding Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025CSG Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025공고 • Feb 14CSG Holding Co., Ltd. (SZSE:000012) announces an Equity Buyback.CSG Holding Co., Ltd. (SZSE:000012) announces a share repurchase program. Under the program, the company will repurchase up to CNY 485 million worth of its Class A shares and HKD 100 million (equivalent to CNY 92.09 million) of Class B shares. The shares will be purchased at a price not exceeding CNY 7.60 per Class A share and HKD 3.13 per share for Class B shares. The purpose of the program is to improve the company's long-term incentive mechanism, fully mobilize the enthusiasm of the employees, and jointly promote the company's long-term development. The A shares repurchased by the Company will all be used for equity incentives or ESOP and all B shares repurchased will be cancelled. The program will be funded from company's own funds and self-raised funds. The repurchase program is subject to share holder's approval. The program will be valid for 12 months from the Company's Shareholders’ Approval Date.공고 • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025CSG Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025공고 • Sep 30CSG Holding Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024CSG Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024공고 • Jul 10CSG Holding Co., Ltd. Announces Final Cash Dividend of B Shares for 2023, Payable on 18 July 2024CSG Holding Co., Ltd. announced final cash dividend of CNY 2.50000000 per 10 B shares for 2023. Record date: 18 July 2024. Ex-date: 16 July 2024. Payment date: 18 July 2024.공고 • Jun 29CSG Holding Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024CSG Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024공고 • May 30CSG Holding Co., Ltd., Annual General Meeting, Jun 20, 2024CSG Holding Co., Ltd., Annual General Meeting, Jun 20, 2024, at 14:45 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China공고 • Apr 27CSG Holding Co., Ltd. Proposes Final Cash Dividend for the Year 2023CSG Holding Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 2.50000000 for the year 2023.공고 • Mar 30CSG Holding Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024CSG Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024공고 • Dec 30CSG Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024CSG Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.21 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.19 (down from CN¥0.21 in 3Q 2022). Revenue: CN¥5.09b (up 19% from 3Q 2022). Net income: CN¥577.2m (down 11% from 3Q 2022). Profit margin: 11% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buying Opportunity • Oct 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be HK$2.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.21 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (down from CN¥0.21 in 2Q 2022). Revenue: CN¥4.32b (up 16% from 2Q 2022). Net income: CN¥493.1m (down 20% from 2Q 2022). Profit margin: 11% (down from 17% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. 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 2% per year, which means it is significantly lagging earnings growth.공고 • Jul 08CSG Holding Co., Ltd. Announces 2022 Final Profit Distribution Plan to be Implemented (A shares) , Payable on 14 July 2023CSG Holding Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares) of cash dividend/10 shares (tax included): CNY 1.50000000. Record date is 13 July 2023, Ex-date is 14 July 2023 and Payment date is 14 July 2023.공고 • Jun 07CSG Holding Co., Ltd., Annual General Meeting, Jun 28, 2023CSG Holding Co., Ltd., Annual General Meeting, Jun 28, 2023, at 14:45 China Standard Time. Agenda: To consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual report and its summary; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider 2023 launching the assets pool business; to consider 2023 guarantee plan; to consider Amendments to the Company's articles of association and its appendix; and to consider Amendments to and formulation of relevant systems.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.66 (vs CN¥0.50 in FY 2021)Full year 2022 results: EPS: CN¥0.66 (up from CN¥0.50 in FY 2021). Revenue: CN¥15.2b (up 12% from FY 2021). Net income: CN¥2.04b (up 33% from FY 2021). Profit margin: 13% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Chengfang Shen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.051 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.051 in 3Q 2021). Revenue: CN¥4.28b (up 18% from 3Q 2021). Net income: CN¥649.4m (up 313% from 3Q 2021). Profit margin: 15% (up from 4.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.25 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.25 in 2Q 2021). Revenue: CN¥3.73b (up 3.5% from 2Q 2021). Net income: CN¥617.5m (down 21% from 2Q 2021). Profit margin: 17% (down from 22% in 2Q 2021). Over the next year, revenue is forecast to grow 43%, compared to a 19% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Chengfang Shen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Nianhang Xu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.051 (vs CN¥0.11 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥3.63b (up 19% from 3Q 2020). Net income: CN¥157.3m (down 53% from 3Q 2020). Profit margin: 4.3% (down from 11% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.25 (vs CN¥0.086 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥3.61b (up 34% from 2Q 2020). Net income: CN¥779.2m (up 178% from 2Q 2020). Profit margin: 22% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.25 (vs CN¥0.17 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥10.7b (up 1.9% from FY 2019). Net income: CN¥779.3m (up 45% from FY 2019). Profit margin: 7.3% (up from 5.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 3% per year.Is New 90 Day High Low • Jan 04New 90-day high: HK$3.11The company is up 35% from its price of HK$2.31 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period.Is New 90 Day High Low • Dec 10New 90-day high: HK$2.77The company is up 21% from its price of HK$2.28 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 4.0% over the same period.Is New 90 Day High Low • Nov 04New 90-day high: HK$2.50The company is up 2.0% from its price of HK$2.46 on 06 August 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 11% over the same period.Reported Earnings • Oct 26Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥718.9m, up 36% from the prior year. Total revenue was CN¥10.3b over the last 12 months, up 1.5% from the prior year.이익 및 매출 성장 예측SZSE:200012 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202815,648623N/A2,359112/31/202714,948440N/A2,272112/31/202614,354203N/A2,29413/31/202613,640111781,116N/A12/31/202513,7191261231,147N/A9/30/202514,043-369-1301,237N/A6/30/202513,860-392-2571,148N/A3/31/202514,577-43-611,646N/A12/31/202415,455267-5821,757N/A9/30/202416,552975-2752,488N/A6/30/202417,8841,499-8103,235N/A3/31/202418,0711,585-8373,225N/A12/31/202318,1951,656-1,5082,760N/A9/30/202317,8751,853-2,0071,963N/A6/30/202317,0691,926-1,9261,573N/A3/31/202316,4842,050-2,1361,571N/A12/31/202215,1992,037-1,4601,957N/A9/30/202214,2291,667-4702,883N/A6/30/202213,5771,1753883,104N/A3/31/202213,4511,3371,2893,660N/A1/1/202213,6721,5262,0783,900N/A9/30/202113,4501,5622,0683,693N/A6/30/202112,8621,7402,2363,649N/A3/31/202111,9441,2411,9853,083N/A12/31/202010,6717791,6202,731N/A9/30/202010,2797191,5282,544N/A6/30/202010,0085511,5232,391N/A3/31/20209,9835161,3972,232N/A12/31/201910,472536N/A2,379N/A9/30/201910,120528N/A2,228N/A6/30/201910,027477N/A2,134N/A3/31/201910,203426N/A2,206N/A12/31/201810,610453N/A2,130N/A9/30/201811,240583N/A2,072N/A6/30/201811,406785N/A2,208N/A3/31/201811,224815N/A2,088N/A12/31/201710,879825N/A2,463N/A9/30/201710,242794N/A2,451N/A6/30/20179,690724N/A2,214N/A3/31/20179,309763N/A2,357N/A12/31/20168,974798N/A2,241N/A9/30/20168,576853N/A2,004N/A6/30/20168,336794N/A1,787N/A3/31/20167,841655N/A1,375N/A12/31/20157,431533N/A1,093N/A9/30/20157,273530N/A1,130N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 200012 의 연간 예상 수익 증가율(69.8%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 200012 의 연간 수익(69.8%)이 CN 시장(27.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 200012 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 200012 의 수익(연간 4.9%)이 CN 시장(연간 16.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 200012 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 200012의 자본 수익률은 3년 후 3.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/15 23:42종가2026/07/15 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스CSG Holding Co., Ltd.는 9명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullChina International Capital Corporation LimitedQing GongChina International Capital Corporation LimitedLinxiao SunCitic Securities Co., Ltd.6명의 분석가 더 보기
공고 • Jun 30CSG Holding Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026CSG Holding Co., Ltd. announced that they will report first half, 2026 results on Aug 28, 2026
공고 • Jun 05CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026CSG Holding Co., Ltd., Annual General Meeting, Jun 26, 2026, at 14:45 China Standard Time. Location: 2F, Office Building, Shekou Industrial Sixth Road, Nanshan District, Shenzhen, Guangdong China
공고 • Mar 31CSG Holding Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
공고 • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026CSG Holding Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
공고 • Sep 30CSG Holding Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025CSG Holding Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
공고 • Jul 02CSG Holding Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025CSG Holding Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
공고 • May 29CSG Holding Co., Ltd., Annual General Meeting, Jun 24, 2025CSG Holding Co., Ltd., Annual General Meeting, Jun 24, 2025, at 14:45 China Standard Time. Location: 2F, Office Building, No. 1, Shekou Industrial 6th Road, Nanshan District, Shenzhen, Guangdong China
공고 • Mar 31CSG Holding Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025CSG Holding Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
공고 • Feb 14CSG Holding Co., Ltd. (SZSE:000012) announces an Equity Buyback.CSG Holding Co., Ltd. (SZSE:000012) announces a share repurchase program. Under the program, the company will repurchase up to CNY 485 million worth of its Class A shares and HKD 100 million (equivalent to CNY 92.09 million) of Class B shares. The shares will be purchased at a price not exceeding CNY 7.60 per Class A share and HKD 3.13 per share for Class B shares. The purpose of the program is to improve the company's long-term incentive mechanism, fully mobilize the enthusiasm of the employees, and jointly promote the company's long-term development. The A shares repurchased by the Company will all be used for equity incentives or ESOP and all B shares repurchased will be cancelled. The program will be funded from company's own funds and self-raised funds. The repurchase program is subject to share holder's approval. The program will be valid for 12 months from the Company's Shareholders’ Approval Date.
공고 • Dec 31CSG Holding Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025CSG Holding Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
공고 • Sep 30CSG Holding Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024CSG Holding Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
공고 • Jul 10CSG Holding Co., Ltd. Announces Final Cash Dividend of B Shares for 2023, Payable on 18 July 2024CSG Holding Co., Ltd. announced final cash dividend of CNY 2.50000000 per 10 B shares for 2023. Record date: 18 July 2024. Ex-date: 16 July 2024. Payment date: 18 July 2024.
공고 • Jun 29CSG Holding Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024CSG Holding Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024
공고 • May 30CSG Holding Co., Ltd., Annual General Meeting, Jun 20, 2024CSG Holding Co., Ltd., Annual General Meeting, Jun 20, 2024, at 14:45 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
공고 • Apr 27CSG Holding Co., Ltd. Proposes Final Cash Dividend for the Year 2023CSG Holding Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 2.50000000 for the year 2023.
공고 • Mar 30CSG Holding Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024CSG Holding Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
공고 • Dec 30CSG Holding Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024CSG Holding Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.21 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.19 (down from CN¥0.21 in 3Q 2022). Revenue: CN¥5.09b (up 19% from 3Q 2022). Net income: CN¥577.2m (down 11% from 3Q 2022). Profit margin: 11% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buying Opportunity • Oct 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be HK$2.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.21 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (down from CN¥0.21 in 2Q 2022). Revenue: CN¥4.32b (up 16% from 2Q 2022). Net income: CN¥493.1m (down 20% from 2Q 2022). Profit margin: 11% (down from 17% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. 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 2% per year, which means it is significantly lagging earnings growth.
공고 • Jul 08CSG Holding Co., Ltd. Announces 2022 Final Profit Distribution Plan to be Implemented (A shares) , Payable on 14 July 2023CSG Holding Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares) of cash dividend/10 shares (tax included): CNY 1.50000000. Record date is 13 July 2023, Ex-date is 14 July 2023 and Payment date is 14 July 2023.
공고 • Jun 07CSG Holding Co., Ltd., Annual General Meeting, Jun 28, 2023CSG Holding Co., Ltd., Annual General Meeting, Jun 28, 2023, at 14:45 China Standard Time. Agenda: To consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual report and its summary; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider 2023 launching the assets pool business; to consider 2023 guarantee plan; to consider Amendments to the Company's articles of association and its appendix; and to consider Amendments to and formulation of relevant systems.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.66 (vs CN¥0.50 in FY 2021)Full year 2022 results: EPS: CN¥0.66 (up from CN¥0.50 in FY 2021). Revenue: CN¥15.2b (up 12% from FY 2021). Net income: CN¥2.04b (up 33% from FY 2021). Profit margin: 13% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Chengfang Shen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.051 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.051 in 3Q 2021). Revenue: CN¥4.28b (up 18% from 3Q 2021). Net income: CN¥649.4m (up 313% from 3Q 2021). Profit margin: 15% (up from 4.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.25 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.25 in 2Q 2021). Revenue: CN¥3.73b (up 3.5% from 2Q 2021). Net income: CN¥617.5m (down 21% from 2Q 2021). Profit margin: 17% (down from 22% in 2Q 2021). Over the next year, revenue is forecast to grow 43%, compared to a 19% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Chengfang Shen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Nianhang Xu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.051 (vs CN¥0.11 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥3.63b (up 19% from 3Q 2020). Net income: CN¥157.3m (down 53% from 3Q 2020). Profit margin: 4.3% (down from 11% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.25 (vs CN¥0.086 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥3.61b (up 34% from 2Q 2020). Net income: CN¥779.2m (up 178% from 2Q 2020). Profit margin: 22% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 16Full year 2020 earnings released: EPS CN¥0.25 (vs CN¥0.17 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥10.7b (up 1.9% from FY 2019). Net income: CN¥779.3m (up 45% from FY 2019). Profit margin: 7.3% (up from 5.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 3% per year.
Is New 90 Day High Low • Jan 04New 90-day high: HK$3.11The company is up 35% from its price of HK$2.31 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period.
Is New 90 Day High Low • Dec 10New 90-day high: HK$2.77The company is up 21% from its price of HK$2.28 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Nov 04New 90-day high: HK$2.50The company is up 2.0% from its price of HK$2.46 on 06 August 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 11% over the same period.
Reported Earnings • Oct 26Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥718.9m, up 36% from the prior year. Total revenue was CN¥10.3b over the last 12 months, up 1.5% from the prior year.