View ValuationBluestar Adisseo 향후 성장Future 기준 점검 1/6Bluestar Adisseo (는) 각각 연간 12.6% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.4% 로 예상됩니다.핵심 정보12.6%이익 성장률11.05%EPS 성장률Chemicals 이익 성장28.8%매출 성장률5.6%향후 자기자본이익률10.43%애널리스트 커버리지Low마지막 업데이트08 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • Jun 30Bluestar Adisseo Company to Report First Half, 2026 Results on Aug 31, 2026Bluestar Adisseo Company announced that they will report first half, 2026 results on Aug 31, 2026Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥7.95, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 3.3% over the past three years.Board Change • May 20Less than half of directors are independentThere are 7 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: 4 independent directors. 7 non-independent directors. Independent Directors Zhixiang Sun was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공고 • Apr 30Bluestar Adisseo Company, Annual General Meeting, May 22, 2026Bluestar Adisseo Company, Annual General Meeting, May 22, 2026, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing China공고 • Mar 30Bluestar Adisseo Company to Report Q1, 2026 Results on Apr 30, 2026Bluestar Adisseo Company announced that they will report Q1, 2026 results on Apr 30, 2026공고 • Dec 26Bluestar Adisseo Company to Report Fiscal Year 2025 Results on Mar 07, 2026Bluestar Adisseo Company announced that they will report fiscal year 2025 results on Mar 07, 2026공고 • Sep 30Bluestar Adisseo Company to Report Q3, 2025 Results on Oct 31, 2025Bluestar Adisseo Company announced that they will report Q3, 2025 results on Oct 31, 2025공고 • Jun 30Bluestar Adisseo Company to Report First Half, 2025 Results on Aug 30, 2025Bluestar Adisseo Company announced that they will report first half, 2025 results on Aug 30, 2025공고 • Mar 28Bluestar Adisseo Company to Report Q1, 2025 Results on Apr 29, 2025Bluestar Adisseo Company announced that they will report Q1, 2025 results on Apr 29, 2025공고 • Feb 28Bluestar Adisseo Company, Annual General Meeting, Mar 24, 2025Bluestar Adisseo Company, Annual General Meeting, Mar 24, 2025, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing China공고 • Dec 27Bluestar Adisseo Company to Report Fiscal Year 2024 Results on Feb 28, 2025Bluestar Adisseo Company announced that they will report fiscal year 2024 results on Feb 28, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.014 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.014 loss in 3Q 2023). Revenue: CN¥4.11b (up 25% from 3Q 2023). Net income: CN¥395.7m (up CN¥463.5m from 3Q 2023). Profit margin: 9.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥11.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 1.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.87 per share.공고 • Sep 30Bluestar Adisseo Company to Report Q3, 2024 Results on Oct 30, 2024Bluestar Adisseo Company announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Sep 04Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.011 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.011 in 2Q 2023). Revenue: CN¥3.77b (up 19% from 2Q 2023). Net income: CN¥330.7m (up CN¥298.8m from 2Q 2023). Profit margin: 8.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공고 • Jun 28Bluestar Adisseo Company to Report First Half, 2024 Results on Aug 30, 2024Bluestar Adisseo Company announced that they will report first half, 2024 results on Aug 30, 2024공고 • Jun 08Bluestar Adisseo Company, Annual General Meeting, Jun 26, 2024Bluestar Adisseo Company, Annual General Meeting, Jun 26, 2024, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing ChinaReported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.001 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.001 in 1Q 2023). Revenue: CN¥3.50b (up 11% from 1Q 2023). Net income: CN¥276.9m (up CN¥275.4m from 1Q 2023). Profit margin: 7.9% (up from 0% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.공고 • Apr 27Bluestar Adisseo Company announced that it expects to receive CNY 3 billion in fundingBluestar Adisseo Company announced a private placement of not more than 804,570,381 shares for the gross proceeds of not more than CNY 3,000,000,000 on April 25, 2024. The company shall issue shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date. The transaction will include participation from no more than 35 investors. The transaction has been approved by the shareholders of the company in the 18th meeting of the 8th board of directors and the 12th meeting of the 8th board of supervisors. The transaction is subject to to review and approval by the listed company’s general meeting of shareholders; by the Shanghai Stock Exchange and approval by the China Securities Regulatory Commission for registration.Reported Earnings • Mar 31Full year 2023 earnings released: EPS: CN¥0.02 (vs CN¥0.47 in FY 2022)Full year 2023 results: EPS: CN¥0.02 (down from CN¥0.47 in FY 2022). Revenue: CN¥13.2b (down 9.3% from FY 2022). Net income: CN¥52.2m (down 96% from FY 2022). Profit margin: 0.4% (down from 8.6% in FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.공고 • Mar 29Bluestar Adisseo Company to Report Q1, 2024 Results on Apr 26, 2024Bluestar Adisseo Company announced that they will report Q1, 2024 results on Apr 26, 2024공고 • Dec 29Bluestar Adisseo Company to Report Fiscal Year 2023 Results on Mar 29, 2024Bluestar Adisseo Company announced that they will report fiscal year 2023 results on Mar 29, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.014 loss per share (vs CN¥0.10 profit in 3Q 2022)Third quarter 2023 results: CN¥0.014 loss per share (down from CN¥0.10 profit in 3Q 2022). Revenue: CN¥3.29b (down 8.8% from 3Q 2022). Net loss: CN¥67.8m (down 125% from profit in 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (111% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: CN¥0.008 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.008 (down from CN¥0.16 in 2Q 2022). Revenue: CN¥3.18b (down 15% from 2Q 2022). Net income: CN¥31.9m (down 93% from 2Q 2022). Profit margin: 1.0% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.공고 • Jun 28Bluestar Adisseo Company to Report First Half, 2023 Results on Aug 05, 2023Bluestar Adisseo Company announced that they will report first half, 2023 results on Aug 05, 2023Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.16 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.001 (down from CN¥0.16 in 1Q 2022). Revenue: CN¥3.15b (down 8.8% from 1Q 2022). Net income: CN¥1.49m (down 100% from 1Q 2022). Profit margin: 0% (down from 12% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Caroline Sainte-Marie was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.17 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.17 in 3Q 2021). Revenue: CN¥3.60b (up 7.2% from 3Q 2021). Net income: CN¥274.2m (down 37% from 3Q 2021). Profit margin: 7.6% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥10.76, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.70 per share.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (down from CN¥0.16 in 2Q 2021). Revenue: CN¥3.74b (up 25% from 2Q 2021). Net income: CN¥442.1m (down 1.6% from 2Q 2021). Profit margin: 12% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.5%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.14 in 1Q 2021). Revenue: CN¥3.46b (up 16% from 1Q 2021). Net income: CN¥427.4m (up 16% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Caroline Sainte-Marie was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 03Full year 2021 earnings released: EPS: CN¥0.55 (vs CN¥0.50 in FY 2020)Full year 2021 results: EPS: CN¥0.55 (up from CN¥0.50 in FY 2020). Revenue: CN¥12.9b (up 8.0% from FY 2020). Net income: CN¥1.47b (up 8.9% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the next year, revenue is forecast to grow 18%, compared to a 48% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥10.78, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Chemicals industry in China. Total loss to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.54 per share.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.14 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥3.36b (up 12% from 3Q 2020). Net income: CN¥434.3m (up 15% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS CN¥0.16 (vs CN¥0.16 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although profit margins were flat and earnings improved. Second quarter 2021 results: Revenue: CN¥2.99b (down 1.6% from 2Q 2020). Net income: CN¥449.1m (up 5.8% from 2Q 2020). Profit margin: 15% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 04First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥2.99b (up 5.0% from 1Q 2020). Net income: CN¥367.3m (up 25% from 1Q 2020). Profit margin: 12% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥0.50 (vs CN¥0.37 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥11.9b (up 7.0% from FY 2019). Net income: CN¥1.35b (up 36% from FY 2019). Profit margin: 11% (up from 8.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.Is New 90 Day High Low • Feb 20New 90-day high: CN¥14.80The company is up 5.0% from its price of CN¥14.13 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.08 per share.Is New 90 Day High Low • Jan 11New 90-day low: CN¥11.07The company is down 16% from its price of CN¥13.14 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.05 per share.Is New 90 Day High Low • Dec 23New 90-day low: CN¥11.88The company is down 8.0% from its price of CN¥12.91 on 25 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals 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 CN¥14.11 per share.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.28b, up 24% from the prior year. Total revenue was CN¥11.7b over the last 12 months, up 4.5% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 3.9% at CN¥3.00b. Revenue is forecast to grow 14% over the next year, compared to a 32% growth forecast for the Chemicals industry in China.Is New 90 Day High Low • Oct 22New 90-day low: CN¥12.50The company is down 4.0% from its price of CN¥13.00 on 24 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥9.91 per share.이익 및 매출 성장 예측XSSC:600299 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202821,2992,224N/AN/A212/31/202721,5982,916N/AN/A212/31/202622,0223,352N/AN/A23/31/202617,335995-4913,011N/A12/31/202517,2311,155-3723,331N/A9/30/202517,0891,191683,008N/A6/30/202516,7851,3375903,164N/A3/31/202516,3381,3921,4043,247N/A12/31/202415,5341,2041,3222,945N/A9/30/202414,9451,0901,5593,192N/A6/30/202414,1166261,3092,820N/A3/31/202413,5273281,3602,879N/A12/31/202313,184521,3172,764N/A9/30/202313,343691,2412,727N/A6/30/202313,6624111,1362,563N/A3/31/202314,2248214511,890N/A12/31/202214,5291,2471871,729N/A9/30/202214,3261,3651911,644N/A6/30/202214,0851,525121,793N/A3/31/202213,3331,5323902,424N/A12/31/202112,8691,4722882,602N/A9/30/202112,3721,504-1562,172N/A6/30/202112,0031,4493042,282N/A3/31/202112,0521,4248872,572N/A12/31/202011,9101,3521,3902,708N/A9/30/202011,7041,2791,8562,931N/A6/30/202011,6641,1781,6642,720N/A3/31/202011,2559911,7572,913N/A12/31/201911,135992N/A2,551N/A9/30/201911,2051,028N/A2,611N/A6/30/201911,025971N/A2,483N/A3/31/201911,137870N/A1,780N/A12/31/201811,418926N/A1,442N/A9/30/201811,3061,121N/A1,666N/A6/30/201811,2161,235N/A1,671N/A3/31/201810,9431,359N/A1,881N/A12/31/201710,3981,323N/A2,513N/A9/30/201710,2161,232N/A2,462N/A6/30/201710,1851,341N/A2,747N/A3/31/201710,4101,621N/A2,714N/A12/31/201610,6881,865N/A3,054N/A9/30/201611,0361,848N/A2,737N/A6/30/201611,6582,103N/A3,237N/A3/31/201613,3651,605N/A3,469N/A12/31/201515,1731,529N/A3,556N/A9/30/201517,1892,675N/A3,426N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 600299 의 연간 예상 수익 증가율(12.6%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 600299 의 연간 수익(12.6%)이 CN 시장(26.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 600299 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 600299 의 수익(연간 5.6%)이 CN 시장(연간 16.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 600299 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 600299의 자본 수익률은 3년 후 10.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 23:42종가2026/07/23 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 소스Bluestar Adisseo Company는 7명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Trina ChenGoldman SachsLin YangGuosen Securities Co., Ltd.Wei LiuHaitong International Research Limited4명의 분석가 더 보기
공고 • Jun 30Bluestar Adisseo Company to Report First Half, 2026 Results on Aug 31, 2026Bluestar Adisseo Company announced that they will report first half, 2026 results on Aug 31, 2026
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥7.95, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 21x in the Chemicals industry in China. Total returns to shareholders of 3.3% over the past three years.
Board Change • May 20Less than half of directors are independentThere are 7 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: 4 independent directors. 7 non-independent directors. Independent Directors Zhixiang Sun was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공고 • Apr 30Bluestar Adisseo Company, Annual General Meeting, May 22, 2026Bluestar Adisseo Company, Annual General Meeting, May 22, 2026, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing China
공고 • Mar 30Bluestar Adisseo Company to Report Q1, 2026 Results on Apr 30, 2026Bluestar Adisseo Company announced that they will report Q1, 2026 results on Apr 30, 2026
공고 • Dec 26Bluestar Adisseo Company to Report Fiscal Year 2025 Results on Mar 07, 2026Bluestar Adisseo Company announced that they will report fiscal year 2025 results on Mar 07, 2026
공고 • Sep 30Bluestar Adisseo Company to Report Q3, 2025 Results on Oct 31, 2025Bluestar Adisseo Company announced that they will report Q3, 2025 results on Oct 31, 2025
공고 • Jun 30Bluestar Adisseo Company to Report First Half, 2025 Results on Aug 30, 2025Bluestar Adisseo Company announced that they will report first half, 2025 results on Aug 30, 2025
공고 • Mar 28Bluestar Adisseo Company to Report Q1, 2025 Results on Apr 29, 2025Bluestar Adisseo Company announced that they will report Q1, 2025 results on Apr 29, 2025
공고 • Feb 28Bluestar Adisseo Company, Annual General Meeting, Mar 24, 2025Bluestar Adisseo Company, Annual General Meeting, Mar 24, 2025, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing China
공고 • Dec 27Bluestar Adisseo Company to Report Fiscal Year 2024 Results on Feb 28, 2025Bluestar Adisseo Company announced that they will report fiscal year 2024 results on Feb 28, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.014 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.014 loss in 3Q 2023). Revenue: CN¥4.11b (up 25% from 3Q 2023). Net income: CN¥395.7m (up CN¥463.5m from 3Q 2023). Profit margin: 9.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥11.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 1.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.87 per share.
공고 • Sep 30Bluestar Adisseo Company to Report Q3, 2024 Results on Oct 30, 2024Bluestar Adisseo Company announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Sep 04Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.011 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (up from CN¥0.011 in 2Q 2023). Revenue: CN¥3.77b (up 19% from 2Q 2023). Net income: CN¥330.7m (up CN¥298.8m from 2Q 2023). Profit margin: 8.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공고 • Jun 28Bluestar Adisseo Company to Report First Half, 2024 Results on Aug 30, 2024Bluestar Adisseo Company announced that they will report first half, 2024 results on Aug 30, 2024
공고 • Jun 08Bluestar Adisseo Company, Annual General Meeting, Jun 26, 2024Bluestar Adisseo Company, Annual General Meeting, Jun 26, 2024, at 14:00 China Standard Time. Location: No. 9, Beitucheng West Road, Chaoyang District, Beijing China
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.001 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.001 in 1Q 2023). Revenue: CN¥3.50b (up 11% from 1Q 2023). Net income: CN¥276.9m (up CN¥275.4m from 1Q 2023). Profit margin: 7.9% (up from 0% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
공고 • Apr 27Bluestar Adisseo Company announced that it expects to receive CNY 3 billion in fundingBluestar Adisseo Company announced a private placement of not more than 804,570,381 shares for the gross proceeds of not more than CNY 3,000,000,000 on April 25, 2024. The company shall issue shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date. The transaction will include participation from no more than 35 investors. The transaction has been approved by the shareholders of the company in the 18th meeting of the 8th board of directors and the 12th meeting of the 8th board of supervisors. The transaction is subject to to review and approval by the listed company’s general meeting of shareholders; by the Shanghai Stock Exchange and approval by the China Securities Regulatory Commission for registration.
Reported Earnings • Mar 31Full year 2023 earnings released: EPS: CN¥0.02 (vs CN¥0.47 in FY 2022)Full year 2023 results: EPS: CN¥0.02 (down from CN¥0.47 in FY 2022). Revenue: CN¥13.2b (down 9.3% from FY 2022). Net income: CN¥52.2m (down 96% from FY 2022). Profit margin: 0.4% (down from 8.6% in FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
공고 • Mar 29Bluestar Adisseo Company to Report Q1, 2024 Results on Apr 26, 2024Bluestar Adisseo Company announced that they will report Q1, 2024 results on Apr 26, 2024
공고 • Dec 29Bluestar Adisseo Company to Report Fiscal Year 2023 Results on Mar 29, 2024Bluestar Adisseo Company announced that they will report fiscal year 2023 results on Mar 29, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.014 loss per share (vs CN¥0.10 profit in 3Q 2022)Third quarter 2023 results: CN¥0.014 loss per share (down from CN¥0.10 profit in 3Q 2022). Revenue: CN¥3.29b (down 8.8% from 3Q 2022). Net loss: CN¥67.8m (down 125% from profit in 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (111% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: CN¥0.008 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.008 (down from CN¥0.16 in 2Q 2022). Revenue: CN¥3.18b (down 15% from 2Q 2022). Net income: CN¥31.9m (down 93% from 2Q 2022). Profit margin: 1.0% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
공고 • Jun 28Bluestar Adisseo Company to Report First Half, 2023 Results on Aug 05, 2023Bluestar Adisseo Company announced that they will report first half, 2023 results on Aug 05, 2023
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.16 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.001 (down from CN¥0.16 in 1Q 2022). Revenue: CN¥3.15b (down 8.8% from 1Q 2022). Net income: CN¥1.49m (down 100% from 1Q 2022). Profit margin: 0% (down from 12% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Caroline Sainte-Marie was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.17 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.17 in 3Q 2021). Revenue: CN¥3.60b (up 7.2% from 3Q 2021). Net income: CN¥274.2m (down 37% from 3Q 2021). Profit margin: 7.6% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥10.76, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.70 per share.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (down from CN¥0.16 in 2Q 2021). Revenue: CN¥3.74b (up 25% from 2Q 2021). Net income: CN¥442.1m (down 1.6% from 2Q 2021). Profit margin: 12% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.5%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.16 (up from CN¥0.14 in 1Q 2021). Revenue: CN¥3.46b (up 16% from 1Q 2021). Net income: CN¥427.4m (up 16% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Caroline Sainte-Marie was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: CN¥0.55 (vs CN¥0.50 in FY 2020)Full year 2021 results: EPS: CN¥0.55 (up from CN¥0.50 in FY 2020). Revenue: CN¥12.9b (up 8.0% from FY 2020). Net income: CN¥1.47b (up 8.9% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the next year, revenue is forecast to grow 18%, compared to a 48% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥10.78, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Chemicals industry in China. Total loss to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.54 per share.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.14 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥3.36b (up 12% from 3Q 2020). Net income: CN¥434.3m (up 15% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS CN¥0.16 (vs CN¥0.16 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although profit margins were flat and earnings improved. Second quarter 2021 results: Revenue: CN¥2.99b (down 1.6% from 2Q 2020). Net income: CN¥449.1m (up 5.8% from 2Q 2020). Profit margin: 15% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 04First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥2.99b (up 5.0% from 1Q 2020). Net income: CN¥367.3m (up 25% from 1Q 2020). Profit margin: 12% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥0.50 (vs CN¥0.37 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥11.9b (up 7.0% from FY 2019). Net income: CN¥1.35b (up 36% from FY 2019). Profit margin: 11% (up from 8.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
Is New 90 Day High Low • Feb 20New 90-day high: CN¥14.80The company is up 5.0% from its price of CN¥14.13 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.08 per share.
Is New 90 Day High Low • Jan 11New 90-day low: CN¥11.07The company is down 16% from its price of CN¥13.14 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.05 per share.
Is New 90 Day High Low • Dec 23New 90-day low: CN¥11.88The company is down 8.0% from its price of CN¥12.91 on 25 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals 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 CN¥14.11 per share.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.28b, up 24% from the prior year. Total revenue was CN¥11.7b over the last 12 months, up 4.5% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 3.9% at CN¥3.00b. Revenue is forecast to grow 14% over the next year, compared to a 32% growth forecast for the Chemicals industry in China.
Is New 90 Day High Low • Oct 22New 90-day low: CN¥12.50The company is down 4.0% from its price of CN¥13.00 on 24 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥9.91 per share.