View ValuationNagaCorp 향후 성장Future 기준 점검 1/6NagaCorp (는) 각각 연간 10.3% 및 7.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13% 로 예상됩니다.핵심 정보10.3%이익 성장률9.47%EPS 성장률Hospitality 이익 성장35.5%매출 성장률7.7%향후 자기자본이익률13.02%애널리스트 커버리지Good마지막 업데이트10 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Mar 23NagaCorp Ltd., Annual General Meeting, Jun 25, 2026NagaCorp Ltd., Annual General Meeting, Jun 25, 2026.공시 • Mar 11NagaCorp Ltd. to Report Fiscal Year 2025 Final Results on Mar 23, 2026NagaCorp Ltd. announced that they will report fiscal year 2025 final results on Mar 23, 2026공시 • Aug 15NagaCorp Ltd. to Report First Half, 2025 Results on Aug 25, 2025NagaCorp Ltd. announced that they will report first half, 2025 results on Aug 25, 2025공시 • Jun 29NagaCorp Ltd. Announces Appointment of Lam Yi Lin as A Member of the Nomination Committee of the Board, Effective from 27 June 2025The board of directors of NagaCorp Ltd. announced that Ms. Lam Yi Lin, an existing non-executive director of the Company, has been appointed as a member of the Nomination Committee of the Board, effective from 27 June 2025.공시 • Apr 28NagaCorp Ltd., Annual General Meeting, Jun 30, 2025NagaCorp Ltd., Annual General Meeting, Jun 30, 2025, at 10:00 China Standard Time. Location: chamber theatre, 22/f united centre, 95 queensway, Hong Kong공시 • Mar 13NagaCorp Ltd. to Report Fiscal Year 2024 Results on Mar 25, 2025NagaCorp Ltd. announced that they will report fiscal year 2024 results on Mar 25, 2025공시 • Dec 06NagaCorp Ltd. Announces Management ChangesThe board (the "Board") of directors (the "Director(s)") of NagaCorp Ltd. (the "Company") announced that with effect from 6 December 2024, Ms. Lam Yi Lin (alias: Monica) ("Ms. Monica Lam") (i) has resigned as the company secretary of the Company and its group of subsidiaries (the "Company Secretary"), an authorised representative of the Company under Rule 3.05 of the Rules Governing the Listing of Securities (the "Listing Rules") on The Stock Exchange of Hong Kong Limited (the "Stock Exchange") ("Authorised Representative under the Listing Rules") and the authorised representative of the Company for accepting service of process and notices on behalf of the Company in Hong Kong under Part 16 of the Companies Ordinance (Chapter 622 of the Laws of Hong Kong) (the "Authorised Representative under the Companies Ordinance", together with an Authorised Representative under the Listing Rules, the "Authorised Representatives"); and (ii) has been appointed as a non-executive Director. Ms. Monica Lam, aged 65, joined group in October 1995. She served as the Company Secretary and an Authorised Representative under the Listing Rules since November 2012 and as the Authorised Representative under the Companies Ordinance since January 2005, and was responsible for supervising the company secretarial and other administrative matters of the Company's operations in Hong Kong. Ms. Monica Lam also previously served as an executive Director until May 2010. Prior to joining group, Ms. Monica Lam was a company secretary in a Canadian solicitors' firm from July 1994 to October 1995. Ms. Monica Lam is an associate member of The Hong Kong Chartered Governance Institute and The Chartered Governance Institute holding Chartered Secretary and Chartered Governance Professional dual designations. Ms. Monica Lam has over 25 years of experience in the company secretary and compliance fields. The Board also announces that following the resignation of Ms. Monica Lam as the Company Secretary and the Authorised Representatives, Ms. Lam Wai Yee Sophie ("Ms. Sophie Lam") has been appointed as the Company Secretary and the Authorised Representatives with effect from 6 December 2024. Ms. Sophie Lam joined the Company in March 2024. She has over 20 years of experience in company secretarial and corporate governance professions. She has served as the company secretary of several companies listed on the Main Board of the Stock Exchange and as a vice president at a leading company secretarial and compliance services firm in Hong Kong. Ms. Sophie Lam holds a Bachelor of Arts (Honours) in Translation and a Postgraduate Diploma in Corporate Administration. She is a Chartered Secretary, a Chartered Governance Professional and a Fellow of The Chartered Governance Institute in the United Kingdom and The Hong Kong Chartered Governance Institute.Reported Earnings • Aug 29First half 2024 earnings released: EPS: US$0 (vs US$0.019 in 1H 2023)First half 2024 results: EPS: US$0 (down from US$0.019 in 1H 2023). Revenue: US$275.5m (up 11% from 1H 2023). Net loss: US$963.0k (down 101% from profit in 1H 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Hong Kong.New Risk • Aug 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).공시 • Aug 15NagaCorp Ltd. to Report First Half, 2024 Results on Aug 27, 2024NagaCorp Ltd. announced that they will report first half, 2024 results on Aug 27, 2024Reported Earnings • Apr 28Full year 2023 earnings released: EPS: US$0.04 (vs US$0.024 in FY 2022)Full year 2023 results: EPS: US$0.04 (up from US$0.024 in FY 2022). Revenue: US$502.0m (up 15% from FY 2022). Net income: US$177.7m (up 66% from FY 2022). Profit margin: 35% (up from 25% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Hong Kong.공시 • Apr 28NagaCorp Ltd., Annual General Meeting, Jun 27, 2024NagaCorp Ltd., Annual General Meeting, Jun 27, 2024, at 10:00 China Standard Time. Location: Chamber Theatre, 22/F United Centre, 95 Queensway Hong Kong Agenda: To consider and adopt the audited consolidated financial statements of the Company and its subsidiaries and the reports of the directors of the Company and independent auditor for the year ended 31 December 2023; to re-elect Mr. Leong Choong Wah as an independent non-executive Director; to re-elect Mr. Lim Mun Kee, who has served the Company for more than nine years, as an independent non-executive Director; to authorise the board of Directors to fix the Directors' remuneration for the year ending 31 December 2024; to re-appoint BDO Limited as the independent auditor of the Company and to authorise the Board to fix their remuneration; and to consider other matters.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$3.96, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Hospitality industry in Hong Kong. Total loss to shareholders of 34% over the past year.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$3.47, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$1.69 per share.공시 • Feb 20Nagacorp Ltd. Omits to Pay Final DividendNagaCorp Ltd. not recommend the payment of final dividend (the "Final Dividend") for the shareholders for the Year (2022 Final dividend: US cents 0.75 per share (equivalent to HK cents 5.81 per Share)).Reported Earnings • Feb 20Full year 2023 earnings released: EPS: US$0.04 (vs US$0.024 in FY 2022)Full year 2023 results: EPS: US$0.04 (up from US$0.024 in FY 2022). Revenue: US$502.0m (up 15% from FY 2022). Net income: US$177.7m (up 66% from FY 2022). Profit margin: 35% (up from 25% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Hospitality industry in Hong Kong.공시 • Feb 06NagaCorp Ltd. to Report Fiscal Year 2023 Final Results on Feb 19, 2024NagaCorp Ltd. announced that they will report fiscal year 2023 final results on Feb 19, 2024공시 • Dec 11NagaCorp Ltd. Announces Chief Executive Officer ChangesThe Board of Directors of NagaCorp Ltd. announced with great sadness that Tan Sri Dr. Chen Lip Keong the Senior Chief Executive Officer of the Group passed away on 8 December 2023 due to illness. Dr. Chen had established a solid foundation of the Group after more than 28 years of steady growth. His many years of entrepreneurial, business and managerial experiences had been instrumental to the Group's success. Under Dr. Chen's visionary leadership, the Group has been achieving remarkable growth and development after years of careful navigation of the business and skillful and strategic management. The Board also announces the re-designation of Mr. Chen Yiy Fon, an executive director of the Company, with effect from 10 December 2023, as the new Chief Executive Officer of the Group to assume leadership of the Company and to assume the duties and responsibilities previously held by Dr. Chen. Mr. Chen Yiy Fon is a son of Dr. Chen and has previously served as the Chief Executive Officer -- Operations of the Company since 5 April 2022.Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$2.96, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$1.81 per share.공시 • Dec 11NagaCorp Ltd. Announces Passing of Dr. Chen Lip Keong, Executive DirectorThe Board of Directors of NagaCorp Ltd. announced with great sadness that Tan Sri Dr. Chen Lip Keong an executive director of the Company, passed away on 8 December 2023 due to illness. Dr. Chen had established a solid foundation of the Group after more than 28 years of steady growth. His many years of entrepreneurial, business and managerial experiences had been instrumental to the Group's success. Under Dr. Chen's visionary leadership, the Group has been achieving remarkable growth and development after years of careful navigation of the business and skillful and strategic management.Recent Insider Transactions • Nov 03Founder recently bought HK$342k worth of stockOn the 1st of November, Lip Keong Chen bought around 104k shares on-market at roughly HK$3.29 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lip Keong has been a buyer over the last 12 months, purchasing a net total of HK$7.5m worth in shares.Reported Earnings • Aug 25First half 2023 earnings released: EPS: US$0.019 (vs US$0.012 in 1H 2022)First half 2023 results: EPS: US$0.019 (up from US$0.012 in 1H 2022). Revenue: US$247.9m (up 10% from 1H 2022). Net income: US$83.0m (up 57% from 1H 2022). Profit margin: 34% (up from 23% in 1H 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in Hong Kong.공시 • Jul 22Nagacorp Ltd. Recommend Interim Dividend to Be Nil for the Six Months Ended 30 June 2022NagaCorp Ltd. announced that the Board does not recommend the payment of an interim dividend for the Shareholders for the Period (six months ended 30 June 2022: US cents 0.73 per share (or equivalent to HK cents 5.66 per Share)).Reported Earnings • Jul 21First half 2023 earnings released: EPS: US$0.019 (vs US$0.012 in 1H 2022)First half 2023 results: EPS: US$0.019 (up from US$0.012 in 1H 2022). Revenue: US$247.9m (up 2.0% from 1H 2022). Net income: US$83.0m (up 57% from 1H 2022). Profit margin: 34% (up from 22% in 1H 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in Hong Kong.Reported Earnings • Mar 26Full year 2022 earnings released: EPS: US$0.024 (vs US$0.034 loss in FY 2021)Full year 2022 results: EPS: US$0.024 (up from US$0.034 loss in FY 2021). Revenue: US$435.6m (up 104% from FY 2021). Net income: US$107.3m (up US$254.3m from FY 2021). Profit margin: 25% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in Hong Kong.Board Change • Mar 15Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Choong Wah Leong was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.이익 및 매출 성장 예측SZSC:3918 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028833419250500312/31/2027813389219500612/31/2026766345268383612/31/2025666310303389N/A9/30/2025620285238345N/A6/30/2025573259174302N/A3/31/2025551184182304N/A12/31/2024528110191307N/A9/30/2024529102231316N/A6/30/202453094271326N/A3/31/2024516136252308N/A12/31/2023502178234289N/A9/30/2023480158203277N/A6/30/2023458138171266N/A3/31/2023447122175286N/A12/31/2022436107178307N/A9/30/202237245118250N/A6/30/2022308-1757193N/A3/31/2022261-82-29114N/A12/31/2021214-147-11436N/A9/30/2021423-71-15822N/A6/30/20216324-2018N/A3/31/202175553-75111N/A12/31/202087910251213N/A9/30/20201,060200208400N/A6/30/20201,241297364587N/A3/31/20201,498409306638N/A12/31/20191,755521247690N/A9/30/20191,694488N/A651N/A6/30/20191,633456N/A612N/A3/31/20191,554423N/A544N/A12/31/20181,474391N/A477N/A9/30/20181,381338N/A421N/A6/30/20181,288285N/A366N/A3/31/20181,122270N/A344N/A12/31/2017956255N/A322N/A9/30/2017801232N/A282N/A6/30/2017645210N/A242N/A3/31/2017588197N/A222N/A12/31/2016532184N/A202N/A9/30/2016531190N/A199N/A6/30/2016531197N/A197N/A3/31/2016517185N/A196N/A12/31/2015504173N/A196N/A9/30/2015489171N/A189N/A6/30/2015475169N/A182N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3918 의 연간 예상 수익 증가율(10.3%)이 saving rate(3%)보다 높습니다.수익 vs 시장: 3918 의 연간 수익(10.3%)이 Hong Kong 시장(12.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 3918 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3918 의 수익(연간 7.7%)이 Hong Kong 시장(연간 8.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3918 의 수익(연간 7.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3918의 자본 수익률은 3년 후 13%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 16:18종가2026/05/22 00:00수익2025/12/31연간 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스NagaCorp Ltd.는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ronald LeungBofA Global ResearchP. TingCGS Internationalnull nullChina International Capital Corporation Limited8명의 분석가 더 보기
공시 • Mar 23NagaCorp Ltd., Annual General Meeting, Jun 25, 2026NagaCorp Ltd., Annual General Meeting, Jun 25, 2026.
공시 • Mar 11NagaCorp Ltd. to Report Fiscal Year 2025 Final Results on Mar 23, 2026NagaCorp Ltd. announced that they will report fiscal year 2025 final results on Mar 23, 2026
공시 • Aug 15NagaCorp Ltd. to Report First Half, 2025 Results on Aug 25, 2025NagaCorp Ltd. announced that they will report first half, 2025 results on Aug 25, 2025
공시 • Jun 29NagaCorp Ltd. Announces Appointment of Lam Yi Lin as A Member of the Nomination Committee of the Board, Effective from 27 June 2025The board of directors of NagaCorp Ltd. announced that Ms. Lam Yi Lin, an existing non-executive director of the Company, has been appointed as a member of the Nomination Committee of the Board, effective from 27 June 2025.
공시 • Apr 28NagaCorp Ltd., Annual General Meeting, Jun 30, 2025NagaCorp Ltd., Annual General Meeting, Jun 30, 2025, at 10:00 China Standard Time. Location: chamber theatre, 22/f united centre, 95 queensway, Hong Kong
공시 • Mar 13NagaCorp Ltd. to Report Fiscal Year 2024 Results on Mar 25, 2025NagaCorp Ltd. announced that they will report fiscal year 2024 results on Mar 25, 2025
공시 • Dec 06NagaCorp Ltd. Announces Management ChangesThe board (the "Board") of directors (the "Director(s)") of NagaCorp Ltd. (the "Company") announced that with effect from 6 December 2024, Ms. Lam Yi Lin (alias: Monica) ("Ms. Monica Lam") (i) has resigned as the company secretary of the Company and its group of subsidiaries (the "Company Secretary"), an authorised representative of the Company under Rule 3.05 of the Rules Governing the Listing of Securities (the "Listing Rules") on The Stock Exchange of Hong Kong Limited (the "Stock Exchange") ("Authorised Representative under the Listing Rules") and the authorised representative of the Company for accepting service of process and notices on behalf of the Company in Hong Kong under Part 16 of the Companies Ordinance (Chapter 622 of the Laws of Hong Kong) (the "Authorised Representative under the Companies Ordinance", together with an Authorised Representative under the Listing Rules, the "Authorised Representatives"); and (ii) has been appointed as a non-executive Director. Ms. Monica Lam, aged 65, joined group in October 1995. She served as the Company Secretary and an Authorised Representative under the Listing Rules since November 2012 and as the Authorised Representative under the Companies Ordinance since January 2005, and was responsible for supervising the company secretarial and other administrative matters of the Company's operations in Hong Kong. Ms. Monica Lam also previously served as an executive Director until May 2010. Prior to joining group, Ms. Monica Lam was a company secretary in a Canadian solicitors' firm from July 1994 to October 1995. Ms. Monica Lam is an associate member of The Hong Kong Chartered Governance Institute and The Chartered Governance Institute holding Chartered Secretary and Chartered Governance Professional dual designations. Ms. Monica Lam has over 25 years of experience in the company secretary and compliance fields. The Board also announces that following the resignation of Ms. Monica Lam as the Company Secretary and the Authorised Representatives, Ms. Lam Wai Yee Sophie ("Ms. Sophie Lam") has been appointed as the Company Secretary and the Authorised Representatives with effect from 6 December 2024. Ms. Sophie Lam joined the Company in March 2024. She has over 20 years of experience in company secretarial and corporate governance professions. She has served as the company secretary of several companies listed on the Main Board of the Stock Exchange and as a vice president at a leading company secretarial and compliance services firm in Hong Kong. Ms. Sophie Lam holds a Bachelor of Arts (Honours) in Translation and a Postgraduate Diploma in Corporate Administration. She is a Chartered Secretary, a Chartered Governance Professional and a Fellow of The Chartered Governance Institute in the United Kingdom and The Hong Kong Chartered Governance Institute.
Reported Earnings • Aug 29First half 2024 earnings released: EPS: US$0 (vs US$0.019 in 1H 2023)First half 2024 results: EPS: US$0 (down from US$0.019 in 1H 2023). Revenue: US$275.5m (up 11% from 1H 2023). Net loss: US$963.0k (down 101% from profit in 1H 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Hong Kong.
New Risk • Aug 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (18% net profit margin).
공시 • Aug 15NagaCorp Ltd. to Report First Half, 2024 Results on Aug 27, 2024NagaCorp Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: US$0.04 (vs US$0.024 in FY 2022)Full year 2023 results: EPS: US$0.04 (up from US$0.024 in FY 2022). Revenue: US$502.0m (up 15% from FY 2022). Net income: US$177.7m (up 66% from FY 2022). Profit margin: 35% (up from 25% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Hong Kong.
공시 • Apr 28NagaCorp Ltd., Annual General Meeting, Jun 27, 2024NagaCorp Ltd., Annual General Meeting, Jun 27, 2024, at 10:00 China Standard Time. Location: Chamber Theatre, 22/F United Centre, 95 Queensway Hong Kong Agenda: To consider and adopt the audited consolidated financial statements of the Company and its subsidiaries and the reports of the directors of the Company and independent auditor for the year ended 31 December 2023; to re-elect Mr. Leong Choong Wah as an independent non-executive Director; to re-elect Mr. Lim Mun Kee, who has served the Company for more than nine years, as an independent non-executive Director; to authorise the board of Directors to fix the Directors' remuneration for the year ending 31 December 2024; to re-appoint BDO Limited as the independent auditor of the Company and to authorise the Board to fix their remuneration; and to consider other matters.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$3.96, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Hospitality industry in Hong Kong. Total loss to shareholders of 34% over the past year.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$3.47, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$1.69 per share.
공시 • Feb 20Nagacorp Ltd. Omits to Pay Final DividendNagaCorp Ltd. not recommend the payment of final dividend (the "Final Dividend") for the shareholders for the Year (2022 Final dividend: US cents 0.75 per share (equivalent to HK cents 5.81 per Share)).
Reported Earnings • Feb 20Full year 2023 earnings released: EPS: US$0.04 (vs US$0.024 in FY 2022)Full year 2023 results: EPS: US$0.04 (up from US$0.024 in FY 2022). Revenue: US$502.0m (up 15% from FY 2022). Net income: US$177.7m (up 66% from FY 2022). Profit margin: 35% (up from 25% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Hospitality industry in Hong Kong.
공시 • Feb 06NagaCorp Ltd. to Report Fiscal Year 2023 Final Results on Feb 19, 2024NagaCorp Ltd. announced that they will report fiscal year 2023 final results on Feb 19, 2024
공시 • Dec 11NagaCorp Ltd. Announces Chief Executive Officer ChangesThe Board of Directors of NagaCorp Ltd. announced with great sadness that Tan Sri Dr. Chen Lip Keong the Senior Chief Executive Officer of the Group passed away on 8 December 2023 due to illness. Dr. Chen had established a solid foundation of the Group after more than 28 years of steady growth. His many years of entrepreneurial, business and managerial experiences had been instrumental to the Group's success. Under Dr. Chen's visionary leadership, the Group has been achieving remarkable growth and development after years of careful navigation of the business and skillful and strategic management. The Board also announces the re-designation of Mr. Chen Yiy Fon, an executive director of the Company, with effect from 10 December 2023, as the new Chief Executive Officer of the Group to assume leadership of the Company and to assume the duties and responsibilities previously held by Dr. Chen. Mr. Chen Yiy Fon is a son of Dr. Chen and has previously served as the Chief Executive Officer -- Operations of the Company since 5 April 2022.
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$2.96, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$1.81 per share.
공시 • Dec 11NagaCorp Ltd. Announces Passing of Dr. Chen Lip Keong, Executive DirectorThe Board of Directors of NagaCorp Ltd. announced with great sadness that Tan Sri Dr. Chen Lip Keong an executive director of the Company, passed away on 8 December 2023 due to illness. Dr. Chen had established a solid foundation of the Group after more than 28 years of steady growth. His many years of entrepreneurial, business and managerial experiences had been instrumental to the Group's success. Under Dr. Chen's visionary leadership, the Group has been achieving remarkable growth and development after years of careful navigation of the business and skillful and strategic management.
Recent Insider Transactions • Nov 03Founder recently bought HK$342k worth of stockOn the 1st of November, Lip Keong Chen bought around 104k shares on-market at roughly HK$3.29 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lip Keong has been a buyer over the last 12 months, purchasing a net total of HK$7.5m worth in shares.
Reported Earnings • Aug 25First half 2023 earnings released: EPS: US$0.019 (vs US$0.012 in 1H 2022)First half 2023 results: EPS: US$0.019 (up from US$0.012 in 1H 2022). Revenue: US$247.9m (up 10% from 1H 2022). Net income: US$83.0m (up 57% from 1H 2022). Profit margin: 34% (up from 23% in 1H 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in Hong Kong.
공시 • Jul 22Nagacorp Ltd. Recommend Interim Dividend to Be Nil for the Six Months Ended 30 June 2022NagaCorp Ltd. announced that the Board does not recommend the payment of an interim dividend for the Shareholders for the Period (six months ended 30 June 2022: US cents 0.73 per share (or equivalent to HK cents 5.66 per Share)).
Reported Earnings • Jul 21First half 2023 earnings released: EPS: US$0.019 (vs US$0.012 in 1H 2022)First half 2023 results: EPS: US$0.019 (up from US$0.012 in 1H 2022). Revenue: US$247.9m (up 2.0% from 1H 2022). Net income: US$83.0m (up 57% from 1H 2022). Profit margin: 34% (up from 22% in 1H 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in Hong Kong.
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: US$0.024 (vs US$0.034 loss in FY 2021)Full year 2022 results: EPS: US$0.024 (up from US$0.034 loss in FY 2021). Revenue: US$435.6m (up 104% from FY 2021). Net income: US$107.3m (up US$254.3m from FY 2021). Profit margin: 25% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in Hong Kong.
Board Change • Mar 15Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Choong Wah Leong was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.