View ValuationSinofert Holdings 향후 성장Future 기준 점검 1/6Sinofert Holdings (는) 각각 연간 9.2% 및 5.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.8% 로 예상됩니다.핵심 정보9.2%이익 성장률9.38%EPS 성장률Chemicals 이익 성장43.7%매출 성장률5.5%향후 자기자본이익률11.75%애널리스트 커버리지Low마지막 업데이트18 May 2026최근 향후 성장 업데이트공고 • Jan 27Sinofert Holdings Limited Provides Earnings Guidance for the Year Ended December 31, 2024Sinofert Holdings Limited provided earnings guidance for the year Ended December 31, 2024. For the year, the group it is expected to record a profit attributable to owners of the Company between RMB 1,010 million and RMB 1,110 million, which represents a notable increase as compared to the profit attributable to owners of the Company for the year ended 31 December 2023 of RMB 626 million.공고 • Feb 01Sinofert Holdings Limited Provides Preliminary Unaudited Consolidated Group Earnings Guidance for the Year Ended 31 December 2023Sinofert Holdings Limited provided preliminary unaudited consolidated group earnings guidance for the year ended 31 December 2023. For the year, the group expects to record a profit attributable to owners of the Company to be between RMB 550 million and RMB 650 million, which represents a decrease as compared to the profit attributable to owners of the Company for the year ended 31 December 2022 of RMB 1,117 million. Based on the information currently available, the expected decrease is mainly attributable to the following reasons: provision for asset impairment loss for interests in an associate and provision for expected credit loss due to performance of guarantees obligations by Sinochem Fertilizer for its associate.Major Estimate Revision • Apr 28Consensus revenue estimates increase by 25%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥18.3b to CN¥22.8b. EPS estimate fell from CN¥0.17 to CN¥0.15. Net income forecast to shrink 3.0% next year vs 0.09% decline forecast for Chemicals industry in Hong Kong. Consensus price target down from HK$1.17 to HK$1.10. Share price rose 2.1% to HK$0.99 over the past week.공고 • Feb 10Sinofert Holdings Limited Provides Group Earnings Guidance for the Year Ended December 31, 2022Sinofert Holdings Limited provided group earnings guidance for the year ended December 31, 2022. The board of directors of the company informed the shareholders of the company and potential investors that based on a preliminary review of the unaudited consolidated management accounts of the Group, it is expected that the Group will record a profit attributable to owners of the Company for the year ended 31 December 2022 between RMB 1,070 million and RMB1,170 million, which represents a notable increase as compared with the profit attributable to owners of the Company for the year ended 31 December 2021 of RMB 867 million. The increase in the operating results is mainly attributable to the following reasons: (i) the Group deeply promoted the strategic procurement channel and exerted its strengths of supply chain to secure stable supply of quality product resources, which satisfied the demand of industrial and agricultural production; (2) the Group accelerated the implementation of differentiated strategy and carried out the integration of research, production and sales, with the focus on crop plantation and soil health with respect to core crops, to promote the improvement of the gross profit of products; (3) overcoming the adverse effects of rising prices of raw materials, the production enterprises fully capitalized on their own advantage of resources to make every effort to ensure stable, long-lasting and optimal operations; and (4) the Group consistently deepened its strategic collaboration with its controlling shareholder, Syngenta Group Co. Ltd., achieving a significant year-on-year growth in synergistic sales.Major Estimate Revision • May 15Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from CN¥28.5b to CN¥23.7b. EPS estimate unchanged from CN¥0.10 per share at last update. Chemicals industry in Hong Kong expected to see average net income growth of 27% next year. Consensus price target broadly unchanged at HK$1.29. Share price rose 9.3% to HK$1.06 over the past week.모든 업데이트 보기Recent updates공고 • Aug 11Sinofert Holdings Limited to Report First Half, 2026 Results on Aug 25, 2026Sinofert Holdings Limited announced that they will report first half, 2026 results on Aug 25, 2026Upcoming Dividend • Jun 03Upcoming dividend of HK$0.069 per shareEligible shareholders must have bought the stock before 10 June 2026. Payment date: 24 July 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Hong Kong dividend payers (6.9%). Higher than average of industry peers (3.3%).Declared Dividend • May 15Final dividend of HK$0.069 announcedShareholders will receive a dividend of HK$0.069. Ex-date: 10th June 2026 Payment date: 24th July 2026 Dividend yield will be 6.2%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • May 14Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty., Hong KongReported Earnings • Mar 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥0.18 (up from CN¥0.15 in FY 2024). Revenue: CN¥23.3b (up 9.4% from FY 2024). Net income: CN¥1.26b (up 19% from FY 2024). Profit margin: 5.4% (up from 5.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.공고 • Mar 16Sinofert Holdings Limited to Report Fiscal Year 2025 Final Results on Mar 26, 2026Sinofert Holdings Limited announced that they will report fiscal year 2025 final results at 9:30 AM, China Standard Time on Mar 26, 2026Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$1.86, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Chemicals industry in Hong Kong. Total returns to shareholders of 120% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.75 per share.공고 • Feb 14Sinofert Holdings Limited Announces Board Changes, Effective February 13, 2026Sinofert Holdings Limited announced that Mr. Su Fu has resigned as a non-executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board due to adjustment on work arrangements, with effect from February 13, 2026. Mr. Zhang Xuegong has been appointed as an executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board, with effect from February 13, 2026. Mr. Zhang Xuegong, aged 55, graduated from Tsinghua University in July 1995 with a Master of Science degree in physical chemistry, and obtained a master of business administration degree from China Europe International Business School in November 2004. Mr. Zhang joined China Chemical Import and Export Corporation in August 1995, and has since held various positions, including section chief of the Personnel Department and director of the president’s office of China Chemical Import and Export Corporation; deputy general manager and general manager of the logistics business division of Sinochem International Corporation; assistant to the general manager, deputy director and director of the strategic execution department of Sinochem Group Co. Ltd.; director of the strategic execution department of Sinochem Holdings Corporation Ltd.; and executive director, secretary to the Party Committee and general manager of China National Seed Group Co. Ltd. Between March 1999 and February 2001, Mr. Zhang served in the Company, during which he successively held various positions including that of a staff member of the phosphate fertilizer division, deputy director and director of the general office. From October 2022 to February 2026, Mr. Zhang served as secretary to the Party Committee and president of the chemical business division of Sinochem Holdings Corporation Ltd., secretary to the Party Committee and general manager of Sinochem International Corporation, and director and chairman of Sinochem International Corporation. Since February 2026, Mr. Zhang has been serving as secretary to the Party Committee of Sinochem Fertilizer Company Limited. Mr. Zhang has extensive experience in leading corporate development, is familiar with the agricultural and chemical industry chains and competitive landscape, possesses a thorough understanding of international business practices, and has strong capabilities in strategic planning, operational management, corporate leadership and business execution.분석 기사 • Jan 28Sinofert Holdings' (HKG:297) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Nov 05Sinofert Holdings Limited (HKG:297) Shares Could Be 37% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Sinofert Holdings is HK$2.44 based on Dividend Discount Model Current share...Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$1.64, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Chemicals industry in Hong Kong. Total returns to shareholders of 120% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.34 per share.분석 기사 • Oct 09Does Sinofert Holdings (HKG:297) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Recent Insider Transactions • Sep 03CEO & Executive Director recently bought HK$640k worth of stockOn the 29th of August, Tielin Wang bought around 450k shares on-market at roughly HK$1.42 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tielin has been a buyer over the last 12 months, purchasing a net total of HK$1.6m worth in shares.Reported Earnings • Aug 26First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.15 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.15 in 1H 2024). Revenue: CN¥14.7b (up 7.6% from 1H 2024). Net income: CN¥1.10b (up 5.1% from 1H 2024). Profit margin: 7.5% (down from 7.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.공고 • Aug 12Sinofert Holdings Limited to Report First Half, 2025 Results on Aug 25, 2025Sinofert Holdings Limited announced that they will report first half, 2025 results on Aug 25, 2025Recent Insider Transactions • Jul 12Executive Director recently bought HK$393k worth of stockOn the 9th of July, Shengnan Chen bought around 300k shares on-market at roughly HK$1.31 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$970k more in shares than they have sold in the last 12 months.분석 기사 • Jul 11The Returns At Sinofert Holdings (HKG:297) Aren't GrowingThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...공고 • Jun 24Sinofert Holdings Limited Announces Special Dividend, Payable on 25 July 2025Sinofert Holdings Limited announced special dividend of HKD 0.0246 per share. Ex-dividend date: 08 July 2025. Record date: 10 July 2025. Payment date: 25 July 2025.Upcoming Dividend • Jun 09Upcoming dividend of HK$0.057 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 25 July 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (3.6%).Declared Dividend • May 18Dividend of HK$0.057 announcedShareholders will receive a dividend of HK$0.057. Ex-date: 13th June 2025 Payment date: 25th July 2025 Dividend yield will be 4.8%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • May 15Sinofert Holdings Limited, Annual General Meeting, Jun 10, 2025Sinofert Holdings Limited, Annual General Meeting, Jun 10, 2025, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong KongRecent Insider Transactions • May 15CEO & Executive Director recently bought HK$346k worth of stockOn the 12th of May, Tielin Wang bought around 300k shares on-market at roughly HK$1.15 per share. This transaction increased Tielin's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tielin has been a buyer over the last 12 months, purchasing a net total of HK$577k worth in shares.Reported Earnings • Apr 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.15 (up from CN¥0.089 in FY 2023). Revenue: CN¥21.3b (down 2.1% from FY 2023). Net income: CN¥1.06b (up 70% from FY 2023). Profit margin: 5.0% (up from 2.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.15 (up from CN¥0.089 in FY 2023). Revenue: CN¥21.3b (down 2.1% from FY 2023). Net income: CN¥1.06b (up 70% from FY 2023). Profit margin: 5.0% (up from 2.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.공고 • Mar 13Sinofert Holdings Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Sinofert Holdings Limited announced that they will report fiscal year 2024 results on Mar 25, 2025분석 기사 • Feb 13Sinofert Holdings Limited (HKG:297) Doing What It Can To Lift SharesIt's not a stretch to say that Sinofert Holdings Limited's ( HKG:297 ) price-to-earnings (or "P/E") ratio of 10.4x...공고 • Jan 27Sinofert Holdings Limited Provides Earnings Guidance for the Year Ended December 31, 2024Sinofert Holdings Limited provided earnings guidance for the year Ended December 31, 2024. For the year, the group it is expected to record a profit attributable to owners of the Company between RMB 1,010 million and RMB 1,110 million, which represents a notable increase as compared to the profit attributable to owners of the Company for the year ended 31 December 2023 of RMB 626 million.분석 기사 • Dec 30Here's Why Sinofert Holdings (HKG:297) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Oct 16The Market Lifts Sinofert Holdings Limited (HKG:297) Shares 26% But It Can Do MoreSinofert Holdings Limited ( HKG:297 ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$1.11, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Chemicals industry in Hong Kong. Total loss to shareholders of 8.3% over the past three years.분석 기사 • Sep 24Here's What To Make Of Sinofert Holdings' (HKG:297) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Reported Earnings • Aug 28First half 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.14 in 1H 2023)First half 2024 results: EPS: CN¥0.15 (up from CN¥0.14 in 1H 2023). Revenue: CN¥13.7b (up 4.2% from 1H 2023). Net income: CN¥1.05b (up 4.7% from 1H 2023). Profit margin: 7.7% (up from 7.6% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.분석 기사 • Aug 28Estimating The Intrinsic Value Of Sinofert Holdings Limited (HKG:297)Key Insights Using the Dividend Discount Model, Sinofert Holdings fair value estimate is HK$0.93 With HK$1.00 share...공고 • Aug 14Sinofert Holdings Limited to Report First Half, 2024 Results on Aug 26, 2024Sinofert Holdings Limited announced that they will report first half, 2024 results on Aug 26, 2024Buy Or Sell Opportunity • Jul 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to HK$0.97. The fair value is estimated to be HK$0.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$1.02, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 9x in the Chemicals industry in Hong Kong. Total loss to shareholders of 6.5% over the past three years.Buy Or Sell Opportunity • Jul 02Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to HK$1.02. The fair value is estimated to be HK$0.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.Buy Or Sell Opportunity • Jun 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to HK$1.00. The fair value is estimated to be HK$0.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.분석 기사 • Jun 17Is Sinofert Holdings (HKG:297) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Board Change • Jun 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Po Yuen Sun was the last independent director to join the board, commencing their role in 2024. 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 • Jun 13+ 1 more updateSinofert Holdings Limited Announces Board and Committee ChangesThe board of directors of Sinofert Holdings Limited announced that Mr. Wang Jun has resigned as an executive director of the Company, a member of the nomination committee and a member of the corporate governance committee of the Board due to adjustment in work arrangements, with effect from 11 June 2024. Mr. Wang Jun has confirmed that he has no disagreement with the Board and there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board further announced that Mr. Wang Tielin (‘Mr. Wang’) has been appointed as an executive director of the company, the chairman of the corporate governance committee and a member of the strategic committee of the Board, the authorized representative of the Company for the purpose of Rule 3.05 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the ‘Listing Rules’) and the authorized representative of the Company for the purpose of the Companies Ordinance (Chapter 622 of the Laws of Hong Kong) (the ‘Companies Ordinance’), and Ms. Chen Shengnan (‘Ms. Chen’) has been appointed as an executive director of the Company, a member of the corporate governance committee and a member of the strategic committee of the Board, with all of the aforementioned appointments taking effect from 11 June 2024. Mr. Wang Tielin, aged 57, is currently the vice president of Syngenta Group China, the indirect controlling shareholder of the Company. Mr. Wang graduated from Tsinghua University in August 1990 with a bachelor's degree in mechanical design and manufacturing, and he obtained a master's degree in mechanical engineering from Tsinghua University in July 1994. Mr. Wang was a teacher at Tsinghua University, and worked at China National Industrial Machinery Import and Export Corporation and CMC International Tendering Corporation. After joining Sinochem Group Co. Ltd. in November 2002, Mr. Wang served as assistant general manager of China Foreign Economy and Trade Trust Co. Ltd., deputy general manager of Norian Fund Management Co. Ltd., chairman of the board of directors and general manager of Sinochem International Tendering Co. Ltd., deputy secretary of the party committee and vice president of the agriculture business division of Sinochem Group Co. Ltd., deputy secretary of the party committee and chief communication officer of Syngenta Group China, during which time, Mr. Wang served as the deputy general manager of the Company from May 2006 to August 2012. Mr. Wang has years of experience in leading corporate development, with good strategic insight, international cooperation, organisational development and resource integration capabilities, with nearing three decades of combined experience in machinery import and export, finance and agriculture. During his tenure as a deputy general manager of the Company from 2006 to 2012, Mr. Wang gained an in-depth understanding of the Group's corporate strategy and market positioning, successfully expanded its diversified marketing network, and led the team's building and development, which contributed significantly to the Company's performance growth and enhancement of its brand influence. Mr. Wang is also serving as the executive director and general manager of Sinochem Southern (Guangzhou) Modern Agriculture Co. Ltd., and the chairman and general manager of Sinochem Life Sciences (Guangzhou) Co. Ltd., both of which are indirectly controlled subsidiaries of Sinochem Holdings Corporation Ltd., the ultimate controlling shareholder of the Company. Ms. Chen Shengnan, aged 46, is currently the deputy general manager of the Company. Ms. Chen graduated from Nankai University with a bachelor's degree in chemistry in July 2000 and she obtained a master's degree in polymer physics and chemistry from Nankai University in July 2003. Ms. Chen joined Sinochem Fertilizer Company Limited in July 2003 and she has served as the assistant general manager, deputy general manager, executive deputy general manager and general manager of the potash fertilizer department. Ms. Chen was appointed as the assistant general manager of the Company in January 2017, and was promoted to the position of deputy general manager of the Company in May 2020. She is currently serving in various subsidiaries of the Company, including the deputy general manager of Sinochem (Hainan) Agricultural Ecology Limited Company, the chairman of the board and general manager of Sinochem Fertilizer Macao Limited, a director of China Fertilizer (Holdings) Company Limited, a director of Sinochem Fertilizer (Overseas) Holdings Ltd. and a director of Calorie Limited respectively. Ms. Chen has been involved in the fertilizer industry for over two decades, with in-depth understanding of the demand and supply landscape and development trend of domestic and overseas fertilizer industry, and has extensive experience in international resource acquisition, marketing management and team management. In addition to the above positions in the Group, Ms. Chen currently serves as the general manager of the fertilizer import department of Sinochem Group Co. Ltd., which is owned by the ultimate controlling shareholder of the Company, the chairman of Yitong Digital Technology Co. Ltd., an indirect subsidiary of the ultimate controlling shareholder of the Company and an associate of the Company, and a director of Qinghai Salt Lake Industry Co. Ltd.Buy Or Sell Opportunity • Jun 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to HK$0.95. The fair value is estimated to be HK$0.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.Board Change • Jun 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Jun 08Sinofert Holdings Limited Announces Board and Committee ChangesSinofert Holdings Limited announced that Mr. Tse Hau Yin, Aloysius has retired as an independent non-executive director of the Company, and has ceased to be the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board, with effect from the conclusion of the AGM; and Mr. Sun Po Yuen has been appointed as an independent non-executive director of the Company, the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board, with effect from the conclusion of the AGM.Upcoming Dividend • Jun 06Upcoming dividend of HK$0.049 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). In line with average of industry peers (4.9%).Declared Dividend • May 16Dividend of HK$0.049 announcedShareholders will receive a dividend of HK$0.049. Ex-date: 13th June 2024 Payment date: 18th July 2024 Dividend yield will be 4.9%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 21% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 6.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공고 • May 16Sinofert Holdings Limited, Annual General Meeting, Jun 07, 2024Sinofert Holdings Limited, Annual General Meeting, Jun 07, 2024, at 09:30 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong Kong공고 • May 15Sinofert Holdings Limited Announces Retirement of Tse Hau Yin, Aloysius as an Independent Non-Executive DirectorThe board of directors of Sinofert Holdings Limited (the Company) announced that Mr. Tse Hau Yin, Aloysius (Mr. Tse) shall retire from office at the forthcoming annual general meeting of the Company to be held on 7 June 2024 (the AGM) pursuant to the bye-laws of the Company. Mr. Tse has informed the Board that he has decided not to offer himself for re-election at the AGM after consideration. Accordingly, with effect from the conclusion of the AGM, Mr. Tse will retire as an independent non-executive director of the Company, and cease to be the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board. Mr. Tse has confirmed that he has no disagreement with the Board and that there are no matters relating to his retirement that need to be brought to the attention of the shareholders of the Company.Buy Or Sell Opportunity • May 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to HK$0.98. The fair value is estimated to be HK$0.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.분석 기사 • May 02Sinofert Holdings' (HKG:297) Soft Earnings Don't Show The Whole PictureSinofert Holdings Limited's ( HKG:297 ) stock was strong despite it releasing a soft earnings report last week. Our...분석 기사 • Apr 29Sinofert Holdings (HKG:297) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.16 in FY 2022)Full year 2023 results: EPS: CN¥0.089 (down from CN¥0.16 in FY 2022). Revenue: CN¥21.7b (down 5.5% from FY 2022). Net income: CN¥625.5m (down 44% from FY 2022). Profit margin: 2.9% (down from 4.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공고 • Mar 28Sinofert Holdings Limited Proposes Final Dividend for the Year Ended 31 December 2023Sinofert Holdings Limited proposed the Final Dividend of HKD 0.0491 per share for the year ended 31 December 2023.Reported Earnings • Mar 26Full year 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.16 in FY 2022)Full year 2023 results: EPS: CN¥0.089 (down from CN¥0.16 in FY 2022). Revenue: CN¥21.7b (down 5.5% from FY 2022). Net income: CN¥625.5m (down 44% from FY 2022). Profit margin: 2.9% (down from 4.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공고 • Mar 14Sinofert Holdings Limited to Report Fiscal Year 2023 Final Results on Mar 25, 2024Sinofert Holdings Limited announced that they will report fiscal year 2023 final results on Mar 25, 2024Buy Or Sell Opportunity • Feb 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to HK$0.77. The fair value is estimated to be HK$0.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 23%.공고 • Feb 01Sinofert Holdings Limited Provides Preliminary Unaudited Consolidated Group Earnings Guidance for the Year Ended 31 December 2023Sinofert Holdings Limited provided preliminary unaudited consolidated group earnings guidance for the year ended 31 December 2023. For the year, the group expects to record a profit attributable to owners of the Company to be between RMB 550 million and RMB 650 million, which represents a decrease as compared to the profit attributable to owners of the Company for the year ended 31 December 2022 of RMB 1,117 million. Based on the information currently available, the expected decrease is mainly attributable to the following reasons: provision for asset impairment loss for interests in an associate and provision for expected credit loss due to performance of guarantees obligations by Sinochem Fertilizer for its associate.분석 기사 • Jan 30A Look At The Fair Value Of Sinofert Holdings Limited (HKG:297)Key Insights Sinofert Holdings' estimated fair value is HK$0.91 based on Dividend Discount Model Current share price of...공고 • Jan 24Sinofert Holdings Limited Announces Executive ChangesThe board of directors of Sinofert Holdings Limited announced that Mr. Liu Hongsheng (Mr. Liu) has resigned as a non-executive director and the chairman of the Board of the Company due to adjustment of work arrangements, with effect from 24 January 2024. Mr. Liu has confirmed that he has no disagreement with the Board and that there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board further announces that Mr. Su Fu (Mr. Su) has been appointed as a non-executivedirector and the chairman of the Board of the Company, with effect from 24 January 2024. Upon establishment of the strategy committee of the Board (the Strategy Committee) as set out in this announcement below, Mr. Su has also been appointed as a member and the chairman of the Strategy Committee. Mr. Su, aged 49, graduated from the Department of Economics of Beijing Wuzi University majoring in international trade with a bachelor's degree in economics in July 1995. From July 1995 to March 2000, Mr. Su worked at Beijing Chemical Industry and Light Industry Company and Huaxing Import & Export Trading Co. Ltd. Mr. Su joined Sinochem International Corporation in March 2000, and held various positions including the assistant to the general manager and the deputy general manager of Sinochem International. From January 2013 to November 2022, Mr. Su served as the chief executive officer of Sennics Co. Ltd. Mr. Su was the director of the strategy implementation department and the production and operation department of Sinochem Holdings Corporation Ltd. in November 2022 and September 2023, respectively. Mr. Su has been serving as the chairman of Syngenta Group China since December 2023. Mr. Su is also serving as the chairman of the supervisory committee of various subsidiaries of Sinochem Holdings, including Haohua Chemical Science & Technology Corp. Ltd. and Luxi Chemical Group Co. Ltd. Mr. Su has many years of experience in leading the development of enterprises, with a deep understanding of the rules on international business operations. He is also familiar with the chemical industry chain and the competitive landscape of the industry, has the ability to make good strategic judgments, decisions and business operations, and possesses strong capabilities in investment, merger and acquisition, as well as industry integration. The Company will issue a formal letter of appointment to Mr. Su, setting out key terms and conditions of his appointment. The term of office of Mr. Su will be three years from the date of appointment. Pursuant to the bye-laws of the Company, Mr. Su will hold office until the next annual general meeting of the Company and will then be eligible for re-election at that meeting. Thereafter, Mr. Su will be subject to retirement by rotation and will be eligible for re-election at subsequent annual general meetings of the Company in accordance with the bye-laws of the Company. The Board announced that, with effect from 24 January 2024, the Board has established the Strategy Committee of the Board for the purposes of promoting strategic development of the Company, enhancing its core competitiveness, and improving decision-making procedures for investments. Mr. Su Fu, a non-executive director, has been appointed as a member and the chairman of the Strategy Committee; and Ms. Wang Ling, an executive director, and Mr. Lu Xin, an independent non-executive director, have been appointed as members of the Strategy Committee, in each case with effect from 24 January 2024.분석 기사 • Dec 30Sinofert Holdings (HKG:297) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Reported Earnings • Aug 30First half 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.14 in 1H 2022)First half 2023 results: EPS: CN¥0.14 (up from CN¥0.14 in 1H 2022). Revenue: CN¥13.1b (down 14% from 1H 2022). Net income: CN¥1.00b (flat on 1H 2022). Profit margin: 7.6% (up from 6.5% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공고 • Aug 16Sinofert Holdings Limited to Report First Half, 2023 Results on Aug 28, 2023Sinofert Holdings Limited announced that they will report first half, 2023 results on Aug 28, 2023분석 기사 • Jul 27Investors Will Want Sinofert Holdings' (HKG:297) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Upcoming Dividend • Jun 16Upcoming dividend of HK$0.062 per share at 5.6% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 18 July 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 5.6%. Lower than top quartile of Hong Kong dividend payers (7.8%). Lower than average of industry peers (7.8%).분석 기사 • May 26Sinofert Holdings' (HKG:297) Dividend Will Be Increased To CN¥0.0623The board of Sinofert Holdings Limited ( HKG:297 ) has announced that it will be increasing its dividend by 18% on the...공고 • May 25+ 1 more updateSinofert Holdings Limited, Annual General Meeting, Jun 19, 2023Sinofert Holdings Limited, Annual General Meeting, Jun 19, 2023, at 10:00 China Standard Time. Location: Boardroom 8, Lower Lobby, Renaissance Harbour View Hotel Hong Kong 1 Harbour Road Wanchai Hong Kong Agenda: To receive and adopt the audited consolidated financial statements of the Company and the reports of the directors and the auditors of the Company for the year ended 31 December 2022; to approve and declare a final dividend for the year ended 31 December 2022 to be paid out of the contributed surplus of the Company; to re-elect Mr. LIU Hongsheng as a non-executive director of the Company; to re-elect Mr. MA Yue as an executive director of the Company; to re-elect Mr. WANG Jun as an executive director of the Company; to re-elect Ms. WANG Ling as an executive director of the Company; to re-elect Mr. KO Ming Tung, Edward as an independent non-executive director of the Company; to authorize the board of directors of the Company to fix the remuneration for all directors; and to consider other matters.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$1.17, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 80% over the past three years.Major Estimate Revision • Apr 28Consensus revenue estimates increase by 25%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥18.3b to CN¥22.8b. EPS estimate fell from CN¥0.17 to CN¥0.15. Net income forecast to shrink 3.0% next year vs 0.09% decline forecast for Chemicals industry in Hong Kong. Consensus price target down from HK$1.17 to HK$1.10. Share price rose 2.1% to HK$0.99 over the past week.Board Change • Mar 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 21Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: EPS: CN¥0.16 (up from CN¥0.12 in FY 2021). Revenue: CN¥23.0b (up 1.6% from FY 2021). Net income: CN¥1.12b (up 29% from FY 2021). Profit margin: 4.9% (up from 3.8% in FY 2021). Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Hong Kong are expected to grow by 7.7%. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 07Returns On Capital Are Showing Encouraging Signs At Sinofert Holdings (HKG:297)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...공고 • Feb 10Sinofert Holdings Limited Provides Group Earnings Guidance for the Year Ended December 31, 2022Sinofert Holdings Limited provided group earnings guidance for the year ended December 31, 2022. The board of directors of the company informed the shareholders of the company and potential investors that based on a preliminary review of the unaudited consolidated management accounts of the Group, it is expected that the Group will record a profit attributable to owners of the Company for the year ended 31 December 2022 between RMB 1,070 million and RMB1,170 million, which represents a notable increase as compared with the profit attributable to owners of the Company for the year ended 31 December 2021 of RMB 867 million. The increase in the operating results is mainly attributable to the following reasons: (i) the Group deeply promoted the strategic procurement channel and exerted its strengths of supply chain to secure stable supply of quality product resources, which satisfied the demand of industrial and agricultural production; (2) the Group accelerated the implementation of differentiated strategy and carried out the integration of research, production and sales, with the focus on crop plantation and soil health with respect to core crops, to promote the improvement of the gross profit of products; (3) overcoming the adverse effects of rising prices of raw materials, the production enterprises fully capitalized on their own advantage of resources to make every effort to ensure stable, long-lasting and optimal operations; and (4) the Group consistently deepened its strategic collaboration with its controlling shareholder, Syngenta Group Co. Ltd., achieving a significant year-on-year growth in synergistic sales.공고 • Jan 07+ 1 more updateSinofert Holdings Limited Announces Director ChangesSinofert Holdings Limited announced that Mr. J. Erik Fyrwald has resigned as a non-executive director and the Chairman of the Board of the Company with effect from 6 January 2023 due to his intention to focus on his other work commitments and engagements. Mr. Fyrwald has confirmed that he has no disagreement with the Board and that there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board announced that Mr. Liu Hongsheng has been appointed as a non-executive director and the Chairman of the Board of the Company with effect from 6 January 2023. Mr. Liu Hongsheng, aged 56, graduated from the philosophy department of Peking University with a bachelor's degree in philosophy in August 1987, and obtained a master's degree in business administration from Shanghai Maritime University in October 2005. From August 1987 to April 2000, Mr. Liu was a member and the deputy division head of the human resources department at China's Ministry of Foreign Trade and Economic Cooperation, and the first secretary of the Commercial Counsellor's Office at the Chinese Embassy in Thailand. The Board announced that Mr. Qin Hengde has resigned as an executive director, and the Chairman of the Corporate Governance Committee of the Company with effect from 6 January 2023 due to adjustment of work arrangements. Mr. Qin The Board announced that Mr. Ma Yue has been appointed as an executive director, and the Chairman of the Corporate Governance Committee of the Company with effect from 6 January 2023. Mr. Ma Yue, aged 42, graduated from the management science engineering department of Beijing Jiaotong University with a bachelor's degree in July 2001, and obtained a master's degree in business administration from Tsinghua University in January 2013. Mr. Ma joined Sinochem Fertilizer Company Limited, a subsidiary of the Company, in July 2001, holding positions including the general manager in its various branch offices and network development department, and became an assistant to the general manager of the Company in November 2015.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Nov 04Returns At Sinofert Holdings (HKG:297) Are On The Way UpIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Oct 05Sinofert Holdings (HKG:297) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 24First half 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.094 in 1H 2021)First half 2022 results: EPS: CN¥0.14 (up from CN¥0.094 in 1H 2021). Revenue: CN¥15.3b (up 13% from 1H 2021). Net income: CN¥998.4m (up 51% from 1H 2021). Profit margin: 6.5% (up from 4.9% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 1.6% compared to a 2.7% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 15Upcoming dividend of HK$0.053 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 14 July 2022. Payout ratio is a comfortable 35% and the cash payout ratio is 88%. Trailing yield: 4.0%. Lower than top quartile of Hong Kong dividend payers (7.8%). Lower than average of industry peers (5.3%).분석 기사 • May 19Sinofert Holdings (HKG:297) Has Announced That It Will Be Increasing Its Dividend To HK$0.053Sinofert Holdings Limited ( HKG:297 ) will increase its dividend on the 14th of July to HK$0.053. Even though the...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. 4 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Apr 14Here's Why Sinofert Holdings (HKG:297) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Mar 23A Look At The Intrinsic Value Of Sinofert Holdings Limited (HKG:297)Does the March share price for Sinofert Holdings Limited ( HKG:297 ) reflect what it's really worth? Today, we will...Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to HK$1.04, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$1.14 per share.분석 기사 • Feb 12Sinofert Holdings (HKG:297) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...분석 기사 • Nov 28Calculating The Intrinsic Value Of Sinofert Holdings Limited (HKG:297)In this article we are going to estimate the intrinsic value of Sinofert Holdings Limited ( HKG:297 ) by taking the...분석 기사 • Nov 01Sinofert Holdings (HKG:297) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...분석 기사 • Sep 20These 4 Measures Indicate That Sinofert Holdings (HKG:297) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$1.72, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 104% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$1.55 per share.분석 기사 • Aug 30Calculating The Intrinsic Value Of Sinofert Holdings Limited (HKG:297)How far off is Sinofert Holdings Limited ( HKG:297 ) from its intrinsic value? Using the most recent financial data...Reported Earnings • Aug 26First half 2021 earnings released: EPS CN¥0.094 (vs CN¥0.064 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CN¥13.6b (up 8.4% from 1H 2020). Net income: CN¥663.4m (up 48% from 1H 2020). Profit margin: 4.9% (up from 3.6% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 27% share price gain to CN¥1.51, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$0.81 per share.분석 기사 • Aug 02Sinofert Holdings' (HKG:297) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥1.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$0.73 per share.Upcoming Dividend • Jun 03Upcoming dividend of HK$0.033 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 23 July 2021. Trailing yield: 3.0%. Lower than top quartile of Hong Kong dividend payers (5.9%). Lower than average of industry peers (3.5%).Major Estimate Revision • May 15Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from CN¥28.5b to CN¥23.7b. EPS estimate unchanged from CN¥0.10 per share at last update. Chemicals industry in Hong Kong expected to see average net income growth of 27% next year. Consensus price target broadly unchanged at HK$1.29. Share price rose 9.3% to HK$1.06 over the past week.Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥1.13, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$0.56 per share.분석 기사 • Apr 28The Return Trends At Sinofert Holdings (HKG:297) Look PromisingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...이익 및 매출 성장 예측SEHK:297 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202827,5511,653N/A1,878212/31/202726,2531,497N/A1,838212/31/202625,1021,357N/A1,055212/31/202523,2631,2591,6721,994N/A9/30/202522,7811,187634931N/A6/30/202522,2991,115-405-131N/A3/31/202521,7821,088190455N/A12/31/202421,2651,0617851,042N/A9/30/202421,7738671,3901,763N/A6/30/202422,2816731,9942,483N/A3/31/202422,0056491,9232,484N/A12/31/202321,7286261,8522,485N/A9/30/202321,2768741,3321,941N/A6/30/202320,8241,1238121,397N/A3/31/202321,9131,1208121,700N/A12/31/202223,0031,1178122,003N/A9/30/202223,6761,1599452,439N/A6/30/202224,3501,2021,0782,875N/A3/31/202223,4961,0346492,222N/A12/31/202122,6418672211,569N/A9/30/202122,535863-295793N/A6/30/202122,429860-81217N/A3/31/202121,905752-221504N/A12/31/202021,381644369990N/A9/30/202021,3616301,1681,809N/A6/30/202021,3416161,9672,628N/A3/31/202022,1466161,2661,978N/A12/31/201922,9516165661,327N/A9/30/201923,534605N/A1,417N/A6/30/201924,118593N/A1,507N/A3/31/201923,557527N/A350N/A12/31/201822,996460N/A-807N/A9/30/201821,604-723N/A-1,406N/A6/30/201820,212-1,906N/A-2,005N/A3/31/201818,928-2,057N/A-1,708N/A12/31/201717,644-2,208N/A-1,410N/A9/30/201717,082-3,199N/A-799N/A6/30/201716,520-4,191N/A-188N/A3/31/201715,739-4,413N/A371N/A12/31/201614,959-4,636N/A930N/A9/30/201616,644-2,595N/A494N/A6/30/201618,329-553N/A58N/A3/31/201622,225-166N/A535N/A12/31/201526,121221N/A1,011N/A9/30/201527,627327N/A1,143N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 297 의 연간 예상 수익 증가율(9.2%)이 saving rate(3.1%)보다 높습니다.수익 vs 시장: 297 의 연간 수익(9.2%)이 Hong Kong 시장(11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 297 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 297 의 수익(연간 5.5%)이 Hong Kong 시장(연간 8.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 297 의 수익(연간 5.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 297의 자본 수익률은 3년 후 11.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/21 16:19종가2026/08/21 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 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 소스Sinofert Holdings Limited는 17명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Rita WuBarclaysImyoung DoBofA Global ResearchBin GuanChina International Capital Corporation Limited14명의 분석가 더 보기
공고 • Jan 27Sinofert Holdings Limited Provides Earnings Guidance for the Year Ended December 31, 2024Sinofert Holdings Limited provided earnings guidance for the year Ended December 31, 2024. For the year, the group it is expected to record a profit attributable to owners of the Company between RMB 1,010 million and RMB 1,110 million, which represents a notable increase as compared to the profit attributable to owners of the Company for the year ended 31 December 2023 of RMB 626 million.
공고 • Feb 01Sinofert Holdings Limited Provides Preliminary Unaudited Consolidated Group Earnings Guidance for the Year Ended 31 December 2023Sinofert Holdings Limited provided preliminary unaudited consolidated group earnings guidance for the year ended 31 December 2023. For the year, the group expects to record a profit attributable to owners of the Company to be between RMB 550 million and RMB 650 million, which represents a decrease as compared to the profit attributable to owners of the Company for the year ended 31 December 2022 of RMB 1,117 million. Based on the information currently available, the expected decrease is mainly attributable to the following reasons: provision for asset impairment loss for interests in an associate and provision for expected credit loss due to performance of guarantees obligations by Sinochem Fertilizer for its associate.
Major Estimate Revision • Apr 28Consensus revenue estimates increase by 25%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥18.3b to CN¥22.8b. EPS estimate fell from CN¥0.17 to CN¥0.15. Net income forecast to shrink 3.0% next year vs 0.09% decline forecast for Chemicals industry in Hong Kong. Consensus price target down from HK$1.17 to HK$1.10. Share price rose 2.1% to HK$0.99 over the past week.
공고 • Feb 10Sinofert Holdings Limited Provides Group Earnings Guidance for the Year Ended December 31, 2022Sinofert Holdings Limited provided group earnings guidance for the year ended December 31, 2022. The board of directors of the company informed the shareholders of the company and potential investors that based on a preliminary review of the unaudited consolidated management accounts of the Group, it is expected that the Group will record a profit attributable to owners of the Company for the year ended 31 December 2022 between RMB 1,070 million and RMB1,170 million, which represents a notable increase as compared with the profit attributable to owners of the Company for the year ended 31 December 2021 of RMB 867 million. The increase in the operating results is mainly attributable to the following reasons: (i) the Group deeply promoted the strategic procurement channel and exerted its strengths of supply chain to secure stable supply of quality product resources, which satisfied the demand of industrial and agricultural production; (2) the Group accelerated the implementation of differentiated strategy and carried out the integration of research, production and sales, with the focus on crop plantation and soil health with respect to core crops, to promote the improvement of the gross profit of products; (3) overcoming the adverse effects of rising prices of raw materials, the production enterprises fully capitalized on their own advantage of resources to make every effort to ensure stable, long-lasting and optimal operations; and (4) the Group consistently deepened its strategic collaboration with its controlling shareholder, Syngenta Group Co. Ltd., achieving a significant year-on-year growth in synergistic sales.
Major Estimate Revision • May 15Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from CN¥28.5b to CN¥23.7b. EPS estimate unchanged from CN¥0.10 per share at last update. Chemicals industry in Hong Kong expected to see average net income growth of 27% next year. Consensus price target broadly unchanged at HK$1.29. Share price rose 9.3% to HK$1.06 over the past week.
공고 • Aug 11Sinofert Holdings Limited to Report First Half, 2026 Results on Aug 25, 2026Sinofert Holdings Limited announced that they will report first half, 2026 results on Aug 25, 2026
Upcoming Dividend • Jun 03Upcoming dividend of HK$0.069 per shareEligible shareholders must have bought the stock before 10 June 2026. Payment date: 24 July 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Hong Kong dividend payers (6.9%). Higher than average of industry peers (3.3%).
Declared Dividend • May 15Final dividend of HK$0.069 announcedShareholders will receive a dividend of HK$0.069. Ex-date: 10th June 2026 Payment date: 24th July 2026 Dividend yield will be 6.2%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • May 14Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026Sinofert Holdings Limited, Annual General Meeting, Jun 05, 2026, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty., Hong Kong
Reported Earnings • Mar 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥0.18 (up from CN¥0.15 in FY 2024). Revenue: CN¥23.3b (up 9.4% from FY 2024). Net income: CN¥1.26b (up 19% from FY 2024). Profit margin: 5.4% (up from 5.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Mar 16Sinofert Holdings Limited to Report Fiscal Year 2025 Final Results on Mar 26, 2026Sinofert Holdings Limited announced that they will report fiscal year 2025 final results at 9:30 AM, China Standard Time on Mar 26, 2026
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$1.86, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Chemicals industry in Hong Kong. Total returns to shareholders of 120% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.75 per share.
공고 • Feb 14Sinofert Holdings Limited Announces Board Changes, Effective February 13, 2026Sinofert Holdings Limited announced that Mr. Su Fu has resigned as a non-executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board due to adjustment on work arrangements, with effect from February 13, 2026. Mr. Zhang Xuegong has been appointed as an executive director of the Company, the Chairman of the Board and the Chairman of the strategy committee of the Board, with effect from February 13, 2026. Mr. Zhang Xuegong, aged 55, graduated from Tsinghua University in July 1995 with a Master of Science degree in physical chemistry, and obtained a master of business administration degree from China Europe International Business School in November 2004. Mr. Zhang joined China Chemical Import and Export Corporation in August 1995, and has since held various positions, including section chief of the Personnel Department and director of the president’s office of China Chemical Import and Export Corporation; deputy general manager and general manager of the logistics business division of Sinochem International Corporation; assistant to the general manager, deputy director and director of the strategic execution department of Sinochem Group Co. Ltd.; director of the strategic execution department of Sinochem Holdings Corporation Ltd.; and executive director, secretary to the Party Committee and general manager of China National Seed Group Co. Ltd. Between March 1999 and February 2001, Mr. Zhang served in the Company, during which he successively held various positions including that of a staff member of the phosphate fertilizer division, deputy director and director of the general office. From October 2022 to February 2026, Mr. Zhang served as secretary to the Party Committee and president of the chemical business division of Sinochem Holdings Corporation Ltd., secretary to the Party Committee and general manager of Sinochem International Corporation, and director and chairman of Sinochem International Corporation. Since February 2026, Mr. Zhang has been serving as secretary to the Party Committee of Sinochem Fertilizer Company Limited. Mr. Zhang has extensive experience in leading corporate development, is familiar with the agricultural and chemical industry chains and competitive landscape, possesses a thorough understanding of international business practices, and has strong capabilities in strategic planning, operational management, corporate leadership and business execution.
분석 기사 • Jan 28Sinofert Holdings' (HKG:297) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Nov 05Sinofert Holdings Limited (HKG:297) Shares Could Be 37% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Sinofert Holdings is HK$2.44 based on Dividend Discount Model Current share...
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$1.64, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Chemicals industry in Hong Kong. Total returns to shareholders of 120% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.34 per share.
분석 기사 • Oct 09Does Sinofert Holdings (HKG:297) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Recent Insider Transactions • Sep 03CEO & Executive Director recently bought HK$640k worth of stockOn the 29th of August, Tielin Wang bought around 450k shares on-market at roughly HK$1.42 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tielin has been a buyer over the last 12 months, purchasing a net total of HK$1.6m worth in shares.
Reported Earnings • Aug 26First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.15 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.15 in 1H 2024). Revenue: CN¥14.7b (up 7.6% from 1H 2024). Net income: CN¥1.10b (up 5.1% from 1H 2024). Profit margin: 7.5% (down from 7.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
공고 • Aug 12Sinofert Holdings Limited to Report First Half, 2025 Results on Aug 25, 2025Sinofert Holdings Limited announced that they will report first half, 2025 results on Aug 25, 2025
Recent Insider Transactions • Jul 12Executive Director recently bought HK$393k worth of stockOn the 9th of July, Shengnan Chen bought around 300k shares on-market at roughly HK$1.31 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$970k more in shares than they have sold in the last 12 months.
분석 기사 • Jul 11The Returns At Sinofert Holdings (HKG:297) Aren't GrowingThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
공고 • Jun 24Sinofert Holdings Limited Announces Special Dividend, Payable on 25 July 2025Sinofert Holdings Limited announced special dividend of HKD 0.0246 per share. Ex-dividend date: 08 July 2025. Record date: 10 July 2025. Payment date: 25 July 2025.
Upcoming Dividend • Jun 09Upcoming dividend of HK$0.057 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 25 July 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (3.6%).
Declared Dividend • May 18Dividend of HK$0.057 announcedShareholders will receive a dividend of HK$0.057. Ex-date: 13th June 2025 Payment date: 25th July 2025 Dividend yield will be 4.8%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • May 15Sinofert Holdings Limited, Annual General Meeting, Jun 10, 2025Sinofert Holdings Limited, Annual General Meeting, Jun 10, 2025, at 10:00 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong Kong
Recent Insider Transactions • May 15CEO & Executive Director recently bought HK$346k worth of stockOn the 12th of May, Tielin Wang bought around 300k shares on-market at roughly HK$1.15 per share. This transaction increased Tielin's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tielin has been a buyer over the last 12 months, purchasing a net total of HK$577k worth in shares.
Reported Earnings • Apr 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.15 (up from CN¥0.089 in FY 2023). Revenue: CN¥21.3b (down 2.1% from FY 2023). Net income: CN¥1.06b (up 70% from FY 2023). Profit margin: 5.0% (up from 2.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.15 (up from CN¥0.089 in FY 2023). Revenue: CN¥21.3b (down 2.1% from FY 2023). Net income: CN¥1.06b (up 70% from FY 2023). Profit margin: 5.0% (up from 2.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.
공고 • Mar 13Sinofert Holdings Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Sinofert Holdings Limited announced that they will report fiscal year 2024 results on Mar 25, 2025
분석 기사 • Feb 13Sinofert Holdings Limited (HKG:297) Doing What It Can To Lift SharesIt's not a stretch to say that Sinofert Holdings Limited's ( HKG:297 ) price-to-earnings (or "P/E") ratio of 10.4x...
공고 • Jan 27Sinofert Holdings Limited Provides Earnings Guidance for the Year Ended December 31, 2024Sinofert Holdings Limited provided earnings guidance for the year Ended December 31, 2024. For the year, the group it is expected to record a profit attributable to owners of the Company between RMB 1,010 million and RMB 1,110 million, which represents a notable increase as compared to the profit attributable to owners of the Company for the year ended 31 December 2023 of RMB 626 million.
분석 기사 • Dec 30Here's Why Sinofert Holdings (HKG:297) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Oct 16The Market Lifts Sinofert Holdings Limited (HKG:297) Shares 26% But It Can Do MoreSinofert Holdings Limited ( HKG:297 ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$1.11, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Chemicals industry in Hong Kong. Total loss to shareholders of 8.3% over the past three years.
분석 기사 • Sep 24Here's What To Make Of Sinofert Holdings' (HKG:297) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Reported Earnings • Aug 28First half 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.14 in 1H 2023)First half 2024 results: EPS: CN¥0.15 (up from CN¥0.14 in 1H 2023). Revenue: CN¥13.7b (up 4.2% from 1H 2023). Net income: CN¥1.05b (up 4.7% from 1H 2023). Profit margin: 7.7% (up from 7.6% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.
분석 기사 • Aug 28Estimating The Intrinsic Value Of Sinofert Holdings Limited (HKG:297)Key Insights Using the Dividend Discount Model, Sinofert Holdings fair value estimate is HK$0.93 With HK$1.00 share...
공고 • Aug 14Sinofert Holdings Limited to Report First Half, 2024 Results on Aug 26, 2024Sinofert Holdings Limited announced that they will report first half, 2024 results on Aug 26, 2024
Buy Or Sell Opportunity • Jul 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to HK$0.97. The fair value is estimated to be HK$0.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$1.02, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 9x in the Chemicals industry in Hong Kong. Total loss to shareholders of 6.5% over the past three years.
Buy Or Sell Opportunity • Jul 02Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to HK$1.02. The fair value is estimated to be HK$0.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.
Buy Or Sell Opportunity • Jun 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to HK$1.00. The fair value is estimated to be HK$0.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.
분석 기사 • Jun 17Is Sinofert Holdings (HKG:297) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Board Change • Jun 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Po Yuen Sun was the last independent director to join the board, commencing their role in 2024. 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 • Jun 13+ 1 more updateSinofert Holdings Limited Announces Board and Committee ChangesThe board of directors of Sinofert Holdings Limited announced that Mr. Wang Jun has resigned as an executive director of the Company, a member of the nomination committee and a member of the corporate governance committee of the Board due to adjustment in work arrangements, with effect from 11 June 2024. Mr. Wang Jun has confirmed that he has no disagreement with the Board and there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board further announced that Mr. Wang Tielin (‘Mr. Wang’) has been appointed as an executive director of the company, the chairman of the corporate governance committee and a member of the strategic committee of the Board, the authorized representative of the Company for the purpose of Rule 3.05 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the ‘Listing Rules’) and the authorized representative of the Company for the purpose of the Companies Ordinance (Chapter 622 of the Laws of Hong Kong) (the ‘Companies Ordinance’), and Ms. Chen Shengnan (‘Ms. Chen’) has been appointed as an executive director of the Company, a member of the corporate governance committee and a member of the strategic committee of the Board, with all of the aforementioned appointments taking effect from 11 June 2024. Mr. Wang Tielin, aged 57, is currently the vice president of Syngenta Group China, the indirect controlling shareholder of the Company. Mr. Wang graduated from Tsinghua University in August 1990 with a bachelor's degree in mechanical design and manufacturing, and he obtained a master's degree in mechanical engineering from Tsinghua University in July 1994. Mr. Wang was a teacher at Tsinghua University, and worked at China National Industrial Machinery Import and Export Corporation and CMC International Tendering Corporation. After joining Sinochem Group Co. Ltd. in November 2002, Mr. Wang served as assistant general manager of China Foreign Economy and Trade Trust Co. Ltd., deputy general manager of Norian Fund Management Co. Ltd., chairman of the board of directors and general manager of Sinochem International Tendering Co. Ltd., deputy secretary of the party committee and vice president of the agriculture business division of Sinochem Group Co. Ltd., deputy secretary of the party committee and chief communication officer of Syngenta Group China, during which time, Mr. Wang served as the deputy general manager of the Company from May 2006 to August 2012. Mr. Wang has years of experience in leading corporate development, with good strategic insight, international cooperation, organisational development and resource integration capabilities, with nearing three decades of combined experience in machinery import and export, finance and agriculture. During his tenure as a deputy general manager of the Company from 2006 to 2012, Mr. Wang gained an in-depth understanding of the Group's corporate strategy and market positioning, successfully expanded its diversified marketing network, and led the team's building and development, which contributed significantly to the Company's performance growth and enhancement of its brand influence. Mr. Wang is also serving as the executive director and general manager of Sinochem Southern (Guangzhou) Modern Agriculture Co. Ltd., and the chairman and general manager of Sinochem Life Sciences (Guangzhou) Co. Ltd., both of which are indirectly controlled subsidiaries of Sinochem Holdings Corporation Ltd., the ultimate controlling shareholder of the Company. Ms. Chen Shengnan, aged 46, is currently the deputy general manager of the Company. Ms. Chen graduated from Nankai University with a bachelor's degree in chemistry in July 2000 and she obtained a master's degree in polymer physics and chemistry from Nankai University in July 2003. Ms. Chen joined Sinochem Fertilizer Company Limited in July 2003 and she has served as the assistant general manager, deputy general manager, executive deputy general manager and general manager of the potash fertilizer department. Ms. Chen was appointed as the assistant general manager of the Company in January 2017, and was promoted to the position of deputy general manager of the Company in May 2020. She is currently serving in various subsidiaries of the Company, including the deputy general manager of Sinochem (Hainan) Agricultural Ecology Limited Company, the chairman of the board and general manager of Sinochem Fertilizer Macao Limited, a director of China Fertilizer (Holdings) Company Limited, a director of Sinochem Fertilizer (Overseas) Holdings Ltd. and a director of Calorie Limited respectively. Ms. Chen has been involved in the fertilizer industry for over two decades, with in-depth understanding of the demand and supply landscape and development trend of domestic and overseas fertilizer industry, and has extensive experience in international resource acquisition, marketing management and team management. In addition to the above positions in the Group, Ms. Chen currently serves as the general manager of the fertilizer import department of Sinochem Group Co. Ltd., which is owned by the ultimate controlling shareholder of the Company, the chairman of Yitong Digital Technology Co. Ltd., an indirect subsidiary of the ultimate controlling shareholder of the Company and an associate of the Company, and a director of Qinghai Salt Lake Industry Co. Ltd.
Buy Or Sell Opportunity • Jun 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to HK$0.95. The fair value is estimated to be HK$0.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.
Board Change • Jun 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Jun 08Sinofert Holdings Limited Announces Board and Committee ChangesSinofert Holdings Limited announced that Mr. Tse Hau Yin, Aloysius has retired as an independent non-executive director of the Company, and has ceased to be the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board, with effect from the conclusion of the AGM; and Mr. Sun Po Yuen has been appointed as an independent non-executive director of the Company, the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board, with effect from the conclusion of the AGM.
Upcoming Dividend • Jun 06Upcoming dividend of HK$0.049 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 18 July 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Hong Kong dividend payers (7.7%). In line with average of industry peers (4.9%).
Declared Dividend • May 16Dividend of HK$0.049 announcedShareholders will receive a dividend of HK$0.049. Ex-date: 13th June 2024 Payment date: 18th July 2024 Dividend yield will be 4.9%, which is lower than the industry average of 8.1%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 21% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 6.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공고 • May 16Sinofert Holdings Limited, Annual General Meeting, Jun 07, 2024Sinofert Holdings Limited, Annual General Meeting, Jun 07, 2024, at 09:30 China Standard Time. Location: 24th floor, admiralty centre 1, 18 harcourt road, admiralty, Hong Kong
공고 • May 15Sinofert Holdings Limited Announces Retirement of Tse Hau Yin, Aloysius as an Independent Non-Executive DirectorThe board of directors of Sinofert Holdings Limited (the Company) announced that Mr. Tse Hau Yin, Aloysius (Mr. Tse) shall retire from office at the forthcoming annual general meeting of the Company to be held on 7 June 2024 (the AGM) pursuant to the bye-laws of the Company. Mr. Tse has informed the Board that he has decided not to offer himself for re-election at the AGM after consideration. Accordingly, with effect from the conclusion of the AGM, Mr. Tse will retire as an independent non-executive director of the Company, and cease to be the chairman of the audit committee, a member of the nomination committee and a member of the remuneration committee of the Board. Mr. Tse has confirmed that he has no disagreement with the Board and that there are no matters relating to his retirement that need to be brought to the attention of the shareholders of the Company.
Buy Or Sell Opportunity • May 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to HK$0.98. The fair value is estimated to be HK$0.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.9%.
분석 기사 • May 02Sinofert Holdings' (HKG:297) Soft Earnings Don't Show The Whole PictureSinofert Holdings Limited's ( HKG:297 ) stock was strong despite it releasing a soft earnings report last week. Our...
분석 기사 • Apr 29Sinofert Holdings (HKG:297) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.16 in FY 2022)Full year 2023 results: EPS: CN¥0.089 (down from CN¥0.16 in FY 2022). Revenue: CN¥21.7b (down 5.5% from FY 2022). Net income: CN¥625.5m (down 44% from FY 2022). Profit margin: 2.9% (down from 4.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공고 • Mar 28Sinofert Holdings Limited Proposes Final Dividend for the Year Ended 31 December 2023Sinofert Holdings Limited proposed the Final Dividend of HKD 0.0491 per share for the year ended 31 December 2023.
Reported Earnings • Mar 26Full year 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.16 in FY 2022)Full year 2023 results: EPS: CN¥0.089 (down from CN¥0.16 in FY 2022). Revenue: CN¥21.7b (down 5.5% from FY 2022). Net income: CN¥625.5m (down 44% from FY 2022). Profit margin: 2.9% (down from 4.9% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공고 • Mar 14Sinofert Holdings Limited to Report Fiscal Year 2023 Final Results on Mar 25, 2024Sinofert Holdings Limited announced that they will report fiscal year 2023 final results on Mar 25, 2024
Buy Or Sell Opportunity • Feb 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to HK$0.77. The fair value is estimated to be HK$0.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 23%.
공고 • Feb 01Sinofert Holdings Limited Provides Preliminary Unaudited Consolidated Group Earnings Guidance for the Year Ended 31 December 2023Sinofert Holdings Limited provided preliminary unaudited consolidated group earnings guidance for the year ended 31 December 2023. For the year, the group expects to record a profit attributable to owners of the Company to be between RMB 550 million and RMB 650 million, which represents a decrease as compared to the profit attributable to owners of the Company for the year ended 31 December 2022 of RMB 1,117 million. Based on the information currently available, the expected decrease is mainly attributable to the following reasons: provision for asset impairment loss for interests in an associate and provision for expected credit loss due to performance of guarantees obligations by Sinochem Fertilizer for its associate.
분석 기사 • Jan 30A Look At The Fair Value Of Sinofert Holdings Limited (HKG:297)Key Insights Sinofert Holdings' estimated fair value is HK$0.91 based on Dividend Discount Model Current share price of...
공고 • Jan 24Sinofert Holdings Limited Announces Executive ChangesThe board of directors of Sinofert Holdings Limited announced that Mr. Liu Hongsheng (Mr. Liu) has resigned as a non-executive director and the chairman of the Board of the Company due to adjustment of work arrangements, with effect from 24 January 2024. Mr. Liu has confirmed that he has no disagreement with the Board and that there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board further announces that Mr. Su Fu (Mr. Su) has been appointed as a non-executivedirector and the chairman of the Board of the Company, with effect from 24 January 2024. Upon establishment of the strategy committee of the Board (the Strategy Committee) as set out in this announcement below, Mr. Su has also been appointed as a member and the chairman of the Strategy Committee. Mr. Su, aged 49, graduated from the Department of Economics of Beijing Wuzi University majoring in international trade with a bachelor's degree in economics in July 1995. From July 1995 to March 2000, Mr. Su worked at Beijing Chemical Industry and Light Industry Company and Huaxing Import & Export Trading Co. Ltd. Mr. Su joined Sinochem International Corporation in March 2000, and held various positions including the assistant to the general manager and the deputy general manager of Sinochem International. From January 2013 to November 2022, Mr. Su served as the chief executive officer of Sennics Co. Ltd. Mr. Su was the director of the strategy implementation department and the production and operation department of Sinochem Holdings Corporation Ltd. in November 2022 and September 2023, respectively. Mr. Su has been serving as the chairman of Syngenta Group China since December 2023. Mr. Su is also serving as the chairman of the supervisory committee of various subsidiaries of Sinochem Holdings, including Haohua Chemical Science & Technology Corp. Ltd. and Luxi Chemical Group Co. Ltd. Mr. Su has many years of experience in leading the development of enterprises, with a deep understanding of the rules on international business operations. He is also familiar with the chemical industry chain and the competitive landscape of the industry, has the ability to make good strategic judgments, decisions and business operations, and possesses strong capabilities in investment, merger and acquisition, as well as industry integration. The Company will issue a formal letter of appointment to Mr. Su, setting out key terms and conditions of his appointment. The term of office of Mr. Su will be three years from the date of appointment. Pursuant to the bye-laws of the Company, Mr. Su will hold office until the next annual general meeting of the Company and will then be eligible for re-election at that meeting. Thereafter, Mr. Su will be subject to retirement by rotation and will be eligible for re-election at subsequent annual general meetings of the Company in accordance with the bye-laws of the Company. The Board announced that, with effect from 24 January 2024, the Board has established the Strategy Committee of the Board for the purposes of promoting strategic development of the Company, enhancing its core competitiveness, and improving decision-making procedures for investments. Mr. Su Fu, a non-executive director, has been appointed as a member and the chairman of the Strategy Committee; and Ms. Wang Ling, an executive director, and Mr. Lu Xin, an independent non-executive director, have been appointed as members of the Strategy Committee, in each case with effect from 24 January 2024.
분석 기사 • Dec 30Sinofert Holdings (HKG:297) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Reported Earnings • Aug 30First half 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.14 in 1H 2022)First half 2023 results: EPS: CN¥0.14 (up from CN¥0.14 in 1H 2022). Revenue: CN¥13.1b (down 14% from 1H 2022). Net income: CN¥1.00b (flat on 1H 2022). Profit margin: 7.6% (up from 6.5% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공고 • Aug 16Sinofert Holdings Limited to Report First Half, 2023 Results on Aug 28, 2023Sinofert Holdings Limited announced that they will report first half, 2023 results on Aug 28, 2023
분석 기사 • Jul 27Investors Will Want Sinofert Holdings' (HKG:297) Growth In ROCE To PersistTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Upcoming Dividend • Jun 16Upcoming dividend of HK$0.062 per share at 5.6% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 18 July 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 5.6%. Lower than top quartile of Hong Kong dividend payers (7.8%). Lower than average of industry peers (7.8%).
분석 기사 • May 26Sinofert Holdings' (HKG:297) Dividend Will Be Increased To CN¥0.0623The board of Sinofert Holdings Limited ( HKG:297 ) has announced that it will be increasing its dividend by 18% on the...
공고 • May 25+ 1 more updateSinofert Holdings Limited, Annual General Meeting, Jun 19, 2023Sinofert Holdings Limited, Annual General Meeting, Jun 19, 2023, at 10:00 China Standard Time. Location: Boardroom 8, Lower Lobby, Renaissance Harbour View Hotel Hong Kong 1 Harbour Road Wanchai Hong Kong Agenda: To receive and adopt the audited consolidated financial statements of the Company and the reports of the directors and the auditors of the Company for the year ended 31 December 2022; to approve and declare a final dividend for the year ended 31 December 2022 to be paid out of the contributed surplus of the Company; to re-elect Mr. LIU Hongsheng as a non-executive director of the Company; to re-elect Mr. MA Yue as an executive director of the Company; to re-elect Mr. WANG Jun as an executive director of the Company; to re-elect Ms. WANG Ling as an executive director of the Company; to re-elect Mr. KO Ming Tung, Edward as an independent non-executive director of the Company; to authorize the board of directors of the Company to fix the remuneration for all directors; and to consider other matters.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$1.17, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 80% over the past three years.
Major Estimate Revision • Apr 28Consensus revenue estimates increase by 25%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥18.3b to CN¥22.8b. EPS estimate fell from CN¥0.17 to CN¥0.15. Net income forecast to shrink 3.0% next year vs 0.09% decline forecast for Chemicals industry in Hong Kong. Consensus price target down from HK$1.17 to HK$1.10. Share price rose 2.1% to HK$0.99 over the past week.
Board Change • Mar 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 21Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: EPS: CN¥0.16 (up from CN¥0.12 in FY 2021). Revenue: CN¥23.0b (up 1.6% from FY 2021). Net income: CN¥1.12b (up 29% from FY 2021). Profit margin: 4.9% (up from 3.8% in FY 2021). Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Hong Kong are expected to grow by 7.7%. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 07Returns On Capital Are Showing Encouraging Signs At Sinofert Holdings (HKG:297)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
공고 • Feb 10Sinofert Holdings Limited Provides Group Earnings Guidance for the Year Ended December 31, 2022Sinofert Holdings Limited provided group earnings guidance for the year ended December 31, 2022. The board of directors of the company informed the shareholders of the company and potential investors that based on a preliminary review of the unaudited consolidated management accounts of the Group, it is expected that the Group will record a profit attributable to owners of the Company for the year ended 31 December 2022 between RMB 1,070 million and RMB1,170 million, which represents a notable increase as compared with the profit attributable to owners of the Company for the year ended 31 December 2021 of RMB 867 million. The increase in the operating results is mainly attributable to the following reasons: (i) the Group deeply promoted the strategic procurement channel and exerted its strengths of supply chain to secure stable supply of quality product resources, which satisfied the demand of industrial and agricultural production; (2) the Group accelerated the implementation of differentiated strategy and carried out the integration of research, production and sales, with the focus on crop plantation and soil health with respect to core crops, to promote the improvement of the gross profit of products; (3) overcoming the adverse effects of rising prices of raw materials, the production enterprises fully capitalized on their own advantage of resources to make every effort to ensure stable, long-lasting and optimal operations; and (4) the Group consistently deepened its strategic collaboration with its controlling shareholder, Syngenta Group Co. Ltd., achieving a significant year-on-year growth in synergistic sales.
공고 • Jan 07+ 1 more updateSinofert Holdings Limited Announces Director ChangesSinofert Holdings Limited announced that Mr. J. Erik Fyrwald has resigned as a non-executive director and the Chairman of the Board of the Company with effect from 6 January 2023 due to his intention to focus on his other work commitments and engagements. Mr. Fyrwald has confirmed that he has no disagreement with the Board and that there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board announced that Mr. Liu Hongsheng has been appointed as a non-executive director and the Chairman of the Board of the Company with effect from 6 January 2023. Mr. Liu Hongsheng, aged 56, graduated from the philosophy department of Peking University with a bachelor's degree in philosophy in August 1987, and obtained a master's degree in business administration from Shanghai Maritime University in October 2005. From August 1987 to April 2000, Mr. Liu was a member and the deputy division head of the human resources department at China's Ministry of Foreign Trade and Economic Cooperation, and the first secretary of the Commercial Counsellor's Office at the Chinese Embassy in Thailand. The Board announced that Mr. Qin Hengde has resigned as an executive director, and the Chairman of the Corporate Governance Committee of the Company with effect from 6 January 2023 due to adjustment of work arrangements. Mr. Qin The Board announced that Mr. Ma Yue has been appointed as an executive director, and the Chairman of the Corporate Governance Committee of the Company with effect from 6 January 2023. Mr. Ma Yue, aged 42, graduated from the management science engineering department of Beijing Jiaotong University with a bachelor's degree in July 2001, and obtained a master's degree in business administration from Tsinghua University in January 2013. Mr. Ma joined Sinochem Fertilizer Company Limited, a subsidiary of the Company, in July 2001, holding positions including the general manager in its various branch offices and network development department, and became an assistant to the general manager of the Company in November 2015.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Nov 04Returns At Sinofert Holdings (HKG:297) Are On The Way UpIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Oct 05Sinofert Holdings (HKG:297) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 24First half 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.094 in 1H 2021)First half 2022 results: EPS: CN¥0.14 (up from CN¥0.094 in 1H 2021). Revenue: CN¥15.3b (up 13% from 1H 2021). Net income: CN¥998.4m (up 51% from 1H 2021). Profit margin: 6.5% (up from 4.9% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 1.6% compared to a 2.7% growth forecast for the Chemicals industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 15Upcoming dividend of HK$0.053 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 14 July 2022. Payout ratio is a comfortable 35% and the cash payout ratio is 88%. Trailing yield: 4.0%. Lower than top quartile of Hong Kong dividend payers (7.8%). Lower than average of industry peers (5.3%).
분석 기사 • May 19Sinofert Holdings (HKG:297) Has Announced That It Will Be Increasing Its Dividend To HK$0.053Sinofert Holdings Limited ( HKG:297 ) will increase its dividend on the 14th of July to HK$0.053. Even though the...
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. 4 non-independent directors. Independent Non-Executive Director Xin Lu was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Apr 14Here's Why Sinofert Holdings (HKG:297) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Mar 23A Look At The Intrinsic Value Of Sinofert Holdings Limited (HKG:297)Does the March share price for Sinofert Holdings Limited ( HKG:297 ) reflect what it's really worth? Today, we will...
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to HK$1.04, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$1.14 per share.
분석 기사 • Feb 12Sinofert Holdings (HKG:297) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
분석 기사 • Nov 28Calculating The Intrinsic Value Of Sinofert Holdings Limited (HKG:297)In this article we are going to estimate the intrinsic value of Sinofert Holdings Limited ( HKG:297 ) by taking the...
분석 기사 • Nov 01Sinofert Holdings (HKG:297) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 • Sep 20These 4 Measures Indicate That Sinofert Holdings (HKG:297) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$1.72, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 104% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$1.55 per share.
분석 기사 • Aug 30Calculating The Intrinsic Value Of Sinofert Holdings Limited (HKG:297)How far off is Sinofert Holdings Limited ( HKG:297 ) from its intrinsic value? Using the most recent financial data...
Reported Earnings • Aug 26First half 2021 earnings released: EPS CN¥0.094 (vs CN¥0.064 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CN¥13.6b (up 8.4% from 1H 2020). Net income: CN¥663.4m (up 48% from 1H 2020). Profit margin: 4.9% (up from 3.6% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 27% share price gain to CN¥1.51, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$0.81 per share.
분석 기사 • Aug 02Sinofert Holdings' (HKG:297) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥1.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$0.73 per share.
Upcoming Dividend • Jun 03Upcoming dividend of HK$0.033 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 23 July 2021. Trailing yield: 3.0%. Lower than top quartile of Hong Kong dividend payers (5.9%). Lower than average of industry peers (3.5%).
Major Estimate Revision • May 15Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from CN¥28.5b to CN¥23.7b. EPS estimate unchanged from CN¥0.10 per share at last update. Chemicals industry in Hong Kong expected to see average net income growth of 27% next year. Consensus price target broadly unchanged at HK$1.29. Share price rose 9.3% to HK$1.06 over the past week.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥1.13, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Chemicals industry in Hong Kong. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$0.56 per share.
분석 기사 • Apr 28The Return Trends At Sinofert Holdings (HKG:297) Look PromisingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...