Upcoming Dividend • Jun 25
Upcoming dividend of CN¥0.013 per share Eligible shareholders must have bought the stock before 02 July 2026. Payment date: 07 August 2026. Payout ratio is a comfortable 8.2% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Hong Kong dividend payers (7.5%). In line with average of industry peers (3.4%). Declared Dividend • May 13
Dividend of CN¥0.013 announced Shareholders will receive a dividend of CN¥0.013. Ex-date: 2nd July 2026 Payment date: 7th August 2026 Dividend yield will be 2.3%, which is lower than the industry average of 8.1%. Sustainability & Growth The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. New Risk • Apr 11
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (HK$350.1m market cap, or US$44.7m). Declared Dividend • Apr 02
Dividend of CN¥0.013 announced Shareholders will receive a dividend of CN¥0.013. Ex-date: 2nd July 2026 Payment date: 7th August 2026 Dividend yield will be 2.4%, which is lower than the industry average of 8.1%. Sustainability & Growth The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. Earnings per share has grown by 34% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. 공시 • Mar 31
Yusei Holdings Limited, Annual General Meeting, Jun 26, 2026 Yusei Holdings Limited, Annual General Meeting, Jun 26, 2026. 공시 • Jan 31
Yusei Holdings Limited Appoints He Xiangli as Independent Non-Executive Director, the Chairman of the Audit Committee of the Company and A Member of Each of the Remuneration Committee and Nomination Committee with Effect from 1 February 2026 The board of directors of Yusei Holdings Limited announced the appointment of Mr. HE Xiangli ("Mr. He") as an independent non-executive Director, the chairman of the audit committee of the Company and a member of each of the remuneration committee and nomination committee of the Company with effect from 1 February 2026. Mr. He, aged 50, has over 20 years of experience in capital market and venture capital. He previously joined China Everbright Investment Management Limited as Deputy President. He subsequently joined Forebright Capital Management Limited in 2014 and had held the positions of Investment Director, Managing Director, and Partner at that company. He is currently Managing Director of Pioneer Asset Management Limited. Across these roles, his primary responsibilities have included asset management, equity investment, corporate financial management and planning. Mr. He obtained a Bachelor's degree in Financial Management from Shanghai University of Finance and Economics in 1997 and a Master's degree in Finance from Fudan University in 2006. Board Change • Jan 12
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Xiaoping Fan was the last independent director to join the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Board Change • Jul 15
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. Executive Director Shiney Xu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Jun 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. Executive Director Shiney Xu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 04
Full year 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.12 in FY 2023) Full year 2024 results: EPS: CN¥0.14 (up from CN¥0.12 in FY 2023). Revenue: CN¥2.02b (up 4.2% from FY 2023). Net income: CN¥89.7m (up 13% from FY 2023). Profit margin: 4.4% (up from 4.1% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Declared Dividend • Apr 02
Dividend of CN¥0.013 announced Shareholders will receive a dividend of CN¥0.013. Ex-date: 3rd July 2025 Payment date: 8th August 2025 Dividend yield will be 2.2%, which is lower than the industry average of 8.1%. Sustainability & Growth The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. Earnings per share has grown by 5.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. New Risk • Mar 18
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (HK$375.6m market cap, or US$48.3m). Board Change • Jan 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. Executive Director Shiney Xu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공시 • Jan 01
Yusei Holdings Limited Announces Board Changes Yusei Holdings Limited announced that Mr. Xu Yong, an executive Director, will be appointed as the Chairman of the Board to succeed Mr. Katsutoshi Masuda, the current Chairman of the Board, with effect from 1 January 2025. Mr. Masuda will cease to be the Chairman of the Board with effect from 1 January 2025 due to his age but will continue to serve as a non-executive Director. 공시 • Aug 20
Yusei Holdings Limited to Report First Half, 2024 Results on Aug 30, 2024 Yusei Holdings Limited announced that they will report first half, 2024 results on Aug 30, 2024 공시 • Jul 09
Yusei Holdings Limited Approves Final Dividend for the Year Ended 31 December 2023, Payable on 31 July 2024 Yusei Holdings Limited at its AGM held on June 24, 2024 approved final dividend of RMB 0.013 per share for the year ended 31 December 2023. The dividend will be paid to the shareholders as recorded on the Company's register of members at the close of business on 4 July 2024. The cheques in relation to the Final Dividend will be issued by ordinary mail to the shareholders at their own risk on 31 July 2024. Upcoming Dividend • Jun 19
Upcoming dividend of CN¥0.013 per share Eligible shareholders must have bought the stock before 26 June 2024. Payment date: 31 July 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Hong Kong dividend payers (7.8%). Lower than average of industry peers (5.0%). New Risk • May 12
New major risk - Revenue and earnings growth Earnings have declined by 0.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 0.7% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (HK$471.0m market cap, or US$60.3m). New Risk • Apr 27
New major risk - Financial data availability The company's latest financial reports are more than a year old. Last reported fiscal period ended December 2022. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2022 fiscal period end). Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risk Market cap is less than US$100m (HK$331.0m market cap, or US$42.3m). Declared Dividend • Mar 30
Dividend of CN¥1.30 announced Shareholders will receive a dividend of CN¥1.30. Ex-date: 26th June 2024 Payment date: 31st July 2024 Dividend yield will be 289%, which is higher than the industry average of 8.1%. Sustainability & Growth The dividend has decreased over the past 9 years, but has still been somewhat stable with no excessively large reductions to payments. The company's earnings per share (EPS) would need to decline by 83% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.5% EPS decline seen over the last 5 years. 공시 • Mar 29
Yusei Holdings Limited, Annual General Meeting, Jun 24, 2024 Yusei Holdings Limited, Annual General Meeting, Jun 24, 2024. 공시 • Mar 16
Yusei Holdings Limited to Report Fiscal Year 2023 Results on Mar 28, 2024 Yusei Holdings Limited announced that they will report fiscal year 2023 results on Mar 28, 2024 Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment improves as stock rises 223% After last week's 223% share price gain to HK$1.68, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 5x in the Chemicals industry in Hong Kong. Total returns to shareholders of 71% over the past three years. New Risk • Nov 13
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 13% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (HK$350.1m market cap, or US$44.8m). 공시 • Aug 19
Yusei Holdings Limited to Report First Half, 2023 Results on Aug 31, 2023 Yusei Holdings Limited announced that they will report first half, 2023 results on Aug 31, 2023 New Risk • Aug 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 13% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.2% average weekly change). Market cap is less than US$100m (HK$458.3m market cap, or US$58.7m). Upcoming Dividend • Jun 16
Upcoming dividend of CN¥0.013 per share at 2.5% yield Eligible shareholders must have bought the stock before 23 June 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Hong Kong dividend payers (7.8%). Lower than average of industry peers (7.8%). 공시 • May 17
Yusei Holdings Limited Declares Final Dividend for the Year 2022 Yusei Holdings Limited at its AGM to be held on June 16, 2023 declared a final dividend of RMB 1.30 cents per share for the year 2022. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. Deputy GM & Executive Director Manabu Shimabayashi was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공시 • Aug 20
Yusei Holdings Limited to Report First Half, 2022 Results on Aug 31, 2022 Yusei Holdings Limited announced that they will report first half, 2022 results on Aug 31, 2022 Upcoming Dividend • Jun 21
Upcoming dividend of CN¥0.013 per share Eligible shareholders must have bought the stock before 28 June 2022. Payment date: 15 August 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Hong Kong dividend payers (7.8%). Lower than average of industry peers (5.4%). 공시 • May 19
Yusei Holdings Limited Proposes Final Dividend for the Year Ended 31 December 2021, Payment Date Is 15 August 2022 Yusei Holdings Limited at the AGM to be held on June 24, 2022, proposed final dividend of RMB 0.013 per share for the Year Ended 31 December 2021. Ex-dividend date 28 June 2022, Record date 07 July 2022., Payment date is 15 August 2022. 공시 • May 14
Yusei Holdings Limited, Annual General Meeting, Jun 24, 2022 Yusei Holdings Limited, Annual General Meeting, Jun 24, 2022. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. Deputy GM & Executive Director Manabu Shimabayashi was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Nov 19
Investor sentiment improved over the past week After last week's 19% share price gain to HK$1.08, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 7x in the Chemicals industry in Hong Kong. Total returns to shareholders of 4.4% over the past year. Upcoming Dividend • Jun 08
Upcoming dividend of CN¥0.013 per share Eligible shareholders must have bought the stock before 15 June 2021. Payment date: 30 July 2021. Trailing yield: 1.5%. Lower than top quartile of Hong Kong dividend payers (6.0%). Lower than average of industry peers (3.5%). 공시 • Mar 20
Yusei Holdings Limited to Report Fiscal Year 2020 Results on Mar 31, 2021 Yusei Holdings Limited announced that they will report fiscal year 2020 results on Mar 31, 2021 Is New 90 Day High Low • Feb 18
New 90-day high: HK$1.20 The company is up 14% from its price of HK$1.05 on 20 November 2020. The Hong Kong market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 33% over the same period. Is New 90 Day High Low • Jan 12
New 90-day high: HK$1.15 The company is up 11% from its price of HK$1.04 on 14 October 2020. The Hong Kong market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 25% over the same period. Is New 90 Day High Low • Nov 19
New 90-day low: HK$0.97 The company is down 22% from its price of HK$1.25 on 21 August 2020. The Hong Kong market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period. Reported Earnings • Sep 18
First half earnings released Over the last 12 months the company has reported total profits of CN¥20.6m, down 69% from the prior year. Total revenue was CN¥1.25b over the last 12 months, up 1.6% from the prior year. 공시 • Jul 26
Yusei Holdings Limited to Report First Half, 2020 Results on Aug 31, 2020 Yusei Holdings Limited announced that they will report first half, 2020 results on Aug 31, 2020