Board Change • May 20
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Non-Executive Director Norman Ho was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Aankondiging • Apr 24
SJM Holdings Limited to Report Q1, 2026 Results on May 07, 2026 SJM Holdings Limited announced that they will report Q1, 2026 results at 9:30 AM, China Standard Time on May 07, 2026 Aankondiging • Mar 05
SJM Holdings Limited, Annual General Meeting, Jun 09, 2026 SJM Holdings Limited, Annual General Meeting, Jun 09, 2026. Aankondiging • Feb 23
SJM Holdings Limited to Report Fiscal Year 2025 Results on Mar 05, 2026 SJM Holdings Limited announced that they will report fiscal year 2025 results on Mar 05, 2026 Aankondiging • Oct 31
SJM Holdings Limited to Report Q3, 2025 Results on Nov 12, 2025 SJM Holdings Limited announced that they will report Q3, 2025 results at 9:30 AM, China Standard Time on Nov 12, 2025 Aankondiging • Aug 18
SJM Holdings Limited to Report First Half, 2025 Results on Aug 28, 2025 SJM Holdings Limited announced that they will report first half, 2025 results on Aug 28, 2025 Aankondiging • Apr 15
SJM Holdings Limited to Report Q1, 2025 Results on Apr 29, 2025 SJM Holdings Limited announced that they will report Q1, 2025 results on Apr 29, 2025 Aankondiging • Mar 04
SJM Holdings Limited, Annual General Meeting, Jun 10, 2025 SJM Holdings Limited, Annual General Meeting, Jun 10, 2025. Aankondiging • Feb 20
SJM Holdings Limited to Report Fiscal Year 2024 Final Results on Mar 04, 2025 SJM Holdings Limited announced that they will report fiscal year 2024 final results on Mar 04, 2025 Aankondiging • Nov 02
SJM Holdings Limited to Report Q3, 2024 Results on Nov 12, 2024 SJM Holdings Limited announced that they will report Q3, 2024 results on Nov 12, 2024 Reported Earnings • Sep 29
First half 2024 earnings released: HK$0.023 loss per share (vs HK$0.18 loss in 1H 2023) First half 2024 results: HK$0.023 loss per share (improved from HK$0.18 loss in 1H 2023). Revenue: HK$13.8b (up 47% from 1H 2023). Net loss: HK$162.4m (loss narrowed 87% from 1H 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 28
First half 2024 earnings released: HK$0.023 loss per share (vs HK$0.18 loss in 1H 2023) First half 2024 results: HK$0.023 loss per share (improved from HK$0.18 loss in 1H 2023). Revenue: HK$13.8b (up 47% from 1H 2023). Net loss: HK$162.4m (loss narrowed 87% from 1H 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings. Aankondiging • Aug 15
SJM Holdings Limited to Report Q2, 2024 Results on Aug 27, 2024 SJM Holdings Limited announced that they will report Q2, 2024 results on Aug 27, 2024 Recent Insider Transactions • Jul 10
Executive Chairman recently bought €69k worth of stock On the 2nd of July, Chiu Fung Ho bought around 220k shares on-market at roughly €0.31 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.2m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €4.6m worth in shares. Aankondiging • Jun 27
SJM Holdings Limited Announces Board and Committee Changes The Board of SJM Holdings Limited announced that: Mr. Tse Hau Yin did not seek for re-election and ceased to act as an Independent Non- executive Director of the Company upon his retirement from the Board at the conclusion of the 2024 AGM; Upon retirement as Independent Non-executive Director of the Company at the conclusion of the 2024 AGM, Mr. Tse also ceased to be the Chairman of Audit Committee and a member of Nomination Committee and Remuneration Committee of the Board of the Company; Mr. Tse has been appointed as an Advisor of the Company and continues to act as the chairman of Supervisory Committee of SJM Resorts, S.A. and its certain subsidiaries in Macau after his retirement at the conclusion of the 2024 AGM; and Mr. Ho Hau Chong, Norman has been re-designated from a member to the Chairman of Audit Committee of the Board of the Company with effect from the conclusion of the 2024 AGM. Recent Insider Transactions • Jun 03
Executive Chairman recently bought €507k worth of stock On the 29th of May, Chiu Fung Ho bought around 1m shares on-market at roughly €0.35 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.2m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €4.3m worth in shares. Recent Insider Transactions • May 20
Executive Chairman recently bought €932k worth of stock On the 14th of May, Chiu Fung Ho bought around 3m shares on-market at roughly €0.36 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.2m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €3.1m worth in shares. Aankondiging • Apr 28
SJM Holdings Limited to Report Q1, 2024 Results on May 09, 2024 SJM Holdings Limited announced that they will report Q1, 2024 results on May 09, 2024 Reported Earnings • Mar 07
Full year 2023 earnings released: HK$0.28 loss per share (vs HK$1.23 loss in FY 2022) Full year 2023 results: HK$0.28 loss per share (improved from HK$1.23 loss in FY 2022). Revenue: HK$21.6b (up 224% from FY 2022). Net loss: HK$2.01b (loss narrowed 74% from FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings. Aankondiging • Mar 07
SJM Holdings Limited, Annual General Meeting, Jun 26, 2024 SJM Holdings Limited, Annual General Meeting, Jun 26, 2024. Aankondiging • Feb 24
SJM Holdings Limited to Report Fiscal Year 2023 Results on Mar 06, 2024 SJM Holdings Limited announced that they will report fiscal year 2023 results on Mar 06, 2024 Aankondiging • Dec 05
SJM Holdings Limited Announces CFO Changes, Effective from 6 December 2023 The board of directors of SJM Holdings Limited announced that, as a result of a management re-organisation, Mr. Toh Hup Hock ("Mr. Toh"), currently the Chief Financial Officer of the Company and the Chief Operating Officer (Finance and Development) of SJM Resorts, Limited will be appointed as the Chief Operating Officer of SJM Resorts with effect from 6 December 2023. The Board further announces that Mr. Ip Shih Ming, Christopher will be appointed as the Chief Financial Officer of the Company with effect from 6 December 2023 in view of Mr. Toh's redesignation as Chief Operating Officer of SJM Resorts. Mr. Ip, aged 54, has extensive experience in the businesses of investments, real estate transactions and corporate finance. Prior to joining the Company, he was an executive director and Chief Financial Officer of The Hongkong and Shanghai Hotels, Limited from January 2021 to March 2023. He had held senior management positions in the Jardine Matheson Group previously, Morgan Stanley and Deutsche Bank respectively. Mr. Ip holds a Bachelor of Arts degree in International Relations from Brown University, U.S.A. and a Master of Business Administration degree from London Business School, the United Kingdom. Aankondiging • Nov 04
SJM Holdings Limited to Report Q3, 2023 Results on Nov 14, 2023 SJM Holdings Limited announced that they will report Q3, 2023 results on Nov 14, 2023 Reported Earnings • Aug 22
First half 2023 earnings released: HK$0.18 loss per share (vs HK$0.48 loss in 1H 2022) First half 2023 results: HK$0.18 loss per share (improved from HK$0.48 loss in 1H 2022). Revenue: HK$9.36b (up 127% from 1H 2022). Net loss: HK$1.26b (loss narrowed 54% from 1H 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings. Aankondiging • Aug 10
SJM Holdings Limited to Report Q2, 2023 Results on Aug 21, 2023 SJM Holdings Limited announced that they will report Q2, 2023 results on Aug 21, 2023 Buying Opportunity • May 18
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be €0.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 53% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 215% in a year. Earnings is forecast to grow by 74% in the next year. Reported Earnings • Mar 09
Full year 2022 earnings released: HK$1.23 loss per share (vs HK$0.73 loss in FY 2021) Full year 2022 results: HK$1.23 loss per share (further deteriorated from HK$0.73 loss in FY 2021). Revenue: HK$6.68b (down 34% from FY 2021). Net loss: HK$7.80b (loss widened 88% from FY 2021). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Non-Executive Director Norman Ho was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Oct 20
SJM Holdings Limited to Report Q3, 2022 Results on Oct 31, 2022 SJM Holdings Limited announced that they will report Q3, 2022 results on Oct 31, 2022 Aankondiging • Sep 22
SJM Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 2.954351 billion. SJM Holdings Limited has completed a Follow-on Equity Offering in the amount of HKD 2.954351 billion.
Security Name: Shares
Security Type: Common Stock
Securities Offered: 1,420,361,073
Price\Range: HKD 2.08
Transaction Features: Rights Offering Recent Insider Transactions • Sep 10
Executive Chairman recently bought €76k worth of stock On the 2nd of September, Chiu Fung Ho bought around 1m shares on-market at roughly €0.069 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €3.5m. Chiu Fung has been a buyer over the last 12 months, purchasing a net total of €3.6m worth in shares. Recent Insider Transactions • Aug 20
Executive Vice Chairman & CEO recently sold €10m worth of stock On the 15th of August, Shu Fai So sold around 29m shares on-market at roughly €0.36 per share. This was the largest sale by an insider in the last 3 months. Shu Fai has been a seller over the last 12 months, reducing personal holdings by €11m. Reported Earnings • Aug 03
First half 2022 earnings released: HK$0.48 loss per share (vs HK$0.26 loss in 1H 2021) First half 2022 results: HK$0.48 loss per share (down from HK$0.26 loss in 1H 2021). Revenue: HK$4.13b (down 21% from 1H 2021). Net loss: HK$2.76b (loss widened 88% from 1H 2021). Over the next year, revenue is forecast to grow 86%, compared to a 709% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance. Aankondiging • Jul 21
SJM Holdings Limited to Report First Half, 2022 Results on Aug 01, 2022 SJM Holdings Limited announced that they will report first half, 2022 results on Aug 01, 2022 Aankondiging • Jun 16
SJM Holdings Limited Announces Directorate and Committee Changes The board of directors of SJM Holdings Limited announced that: Mr. Ng Chi Sing ceased to act as a Non-executive Director of the Company upon his retirement from the Board at the conclusion of the annual general meeting of the Company held on 15 June 2022 as Mr. Ng did not seek for re-election; and Mr. Chau Tak Hay ceased to act as an Independent Non-executive Director of the Company upon his retirement from the Board at the conclusion of the 2022 AGM as Mr. Chau did not seek for re-election. The Board of the Company announced that Mr. Ho Hau Chong, Norman has been elected as an Independent Non-executive Director of the Company at the 2022 AGM with effect from 15 June 2022 upon conclusion of the 2022 AGM. Mr. Ho Hau Chong, Norman, aged 66, has extensive skills, knowledge and professional experience in accounting and finance, mergers and acquisitions, risk management, strategic planning and various business sectors, including property development and investment, hotel management and transportation services. Mr. Ho is an executive director of Honorway Investments Limited and Tak Hung (Holding) Company, Limited and has over 30 years of experience in management and property development. Mr. Ho is currently an executive director of Miramar Hotel and Investment Company, Limited and Vision Values Holdings Limited. He is also an independent non-executive director of Shun Tak Holdings Limited, Hong Kong Ferry (Holdings) Company Limited and Lee Hing Development Limited, which are all listed on the Main Board of The Stock Exchange of Hong Kong Limited. Mr. Ho graduated from the University of Exeter in the United Kingdom with a Bachelors of Arts degree in 1976. He has also obtained professional qualification in accounting. Mr. Ho is currently a member of the Institute of Chartered Accountants in England and Wales and a fellow member of the Hong Kong Institute of Chartered Public Accountants. The board announced that Mr. Chau, upon retirement as an Independent Non-executive Director of the Company at the conclusion of the 2022 AGM, ceased to act as a member of the Audit Committee and the Nomination Committee as well as the Chairman of the Remuneration Committee of the Board of the Company; Mr. Ho has been appointed as a member of the Audit Committee, the Nomination Committee and the Remuneration Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM; Ms. Wong Yu Pok, Marina has been re-designated from a member to the Chairman of the Remuneration Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM; Deputada Leong On Kei, Angela ceased to act as a member of the Nomination Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM; and Mr. Fok Tsun Ting, Timothy has been appointed as a member of the Nomination Committee of the Board of the Company with effect from 15 June 2022 upon conclusion of the 2022 AGM. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Howard Yeung was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 23
Full year 2021 earnings released: HK$0.73 loss per share (vs HK$0.53 loss in FY 2020) Full year 2021 results: HK$0.73 loss per share (down from HK$0.53 loss in FY 2020). Revenue: HK$10.1b (up 34% from FY 2020). Net loss: HK$4.14b (loss widened 37% from FY 2020). Over the next year, revenue is forecast to grow 61%, compared to a 114% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance. Reported Earnings • Mar 01
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: HK$0.73 loss per share (down from HK$0.53 loss in FY 2020). Revenue: HK$10.1b (up 34% from FY 2020). Net loss: HK$4.14b (loss widened 37% from FY 2020). Revenue missed analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 65%, compared to a 108% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance. Aankondiging • Mar 01
SJM Holdings Limited, Annual General Meeting, Jun 15, 2022 SJM Holdings Limited, Annual General Meeting, Jun 15, 2022. Aankondiging • Feb 17
SJM Holdings Limited to Report Fiscal Year 2021 Results on Feb 28, 2022 SJM Holdings Limited announced that they will report fiscal year 2021 results on Feb 28, 2022 Recent Insider Transactions • Oct 01
Executive Co-Chairman recently bought €116k worth of stock On the 28th of September, On Kei Leong bought around 200k shares on-market at roughly €0.58 per share. In the last 3 months, there was an even bigger purchase from another insider worth €711k. On Kei has been a buyer over the last 12 months, purchasing a net total of €230k worth in shares. Recent Insider Transactions • Aug 17
Executive Chairman recently bought €711k worth of stock On the 11th of August, Chiu Fung Ho bought around 1m shares on-market at roughly €0.71 per share. This was the largest purchase by an insider in the last 3 months. This was Chiu Fung's only on-market trade for the last 12 months. Reported Earnings • Aug 04
First half 2021 earnings released: HK$0.26 loss per share (vs HK$0.25 loss in 1H 2020) The company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: HK$5.22b (up 19% from 1H 2020). Net loss: HK$1.47b (loss widened 3.8% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Executive Departure • Jun 05
Independent Non-Executive Director Lai Him Shek has left the company On the 28th of May, Lai Him Shek's tenure as Independent Non-Executive Director ended. As of March 2021, Lai Him still personally held 200.00k shares (€156k worth at the time). A total of 2 executives have left over the last 12 months. Reported Earnings • Apr 24
Full year 2020 earnings released: HK$0.53 loss per share (vs HK$0.57 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.51b (down 78% from FY 2019). Net loss: HK$3.02b (down 194% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Aankondiging • Feb 24
SJM Holdings Limited Not Recommend Any Payment of Final Dividend for the Year Ended 31 December 2020 SJM Holdings Limited Board does not recommend any payment of final dividend for the year ended 31 December 2020 (2019: final dividend of 22 Hong Kong cents per ordinary share of the company). Reported Earnings • Feb 24
Full year 2020 earnings released: HK$0.53 loss per share (vs HK$0.57 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: HK$7.51b (down 78% from FY 2019). Net loss: HK$3.02b (down 194% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 24
Revenue misses expectations Revenue missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 325%, compared to a 27% growth forecast for the Hospitality industry in Germany. Aankondiging • Feb 24
SJM Holdings Limited, Annual General Meeting, Jun 08, 2021 SJM Holdings Limited, Annual General Meeting, Jun 08, 2021, at 14:30 China Standard Time. Location: at Golden Restaurant, Macau Jockey Club (HK) Club House, 1st Floor China Merchants Tower, Shun Tak Centre, 168-200 Connaught Road Cantral Hong Kong Aankondiging • Feb 10
SJM Holdings Limited to Report Fiscal Year 2020 Final Results on Feb 23, 2021 SJM Holdings Limited announced that they will report fiscal year 2020 final results on Feb 23, 2021 Is New 90 Day High Low • Feb 02
New 90-day low: €0.86 The company is down 7.0% from its price of €0.92 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.13 per share. Is New 90 Day High Low • Jan 12
New 90-day low: €0.86 The company is down 4.0% from its price of €0.91 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.11 per share. Aankondiging • Dec 31
SJM Holdings Limited Announces Executive Changes, Effective 1 January 2021 SJM Holdings Limited announced that McBain, Robert Earle will retire from his position as Chief Financial Officer of the Company with effect from 1 January 2021. Mr. McBain will be retained as an advisor to Sociedade de Jogos de Macau, S.A. The Board further announces that Mr. Toh Hup Hock will be appointed as Chief Financial Officer of the Company with effect from 1 January 2021. Mr. Toh, aged 55, is also Chief Operating Officer (Finance & Development) of SJMSA. Prior to joining the Company and SJMSA in October 2020, he was Chief Financial Officer of Shangri-La Asia Limited from April 2016 to March 2019. Is New 90 Day High Low • Dec 24
New 90-day low: €0.87 The company is down 12% from its price of €0.98 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.13 per share. Aankondiging • Oct 17
SJM Holdings Limited to Report Q3, 2020 Results on Oct 29, 2020 SJM Holdings Limited announced that they will report Q3, 2020 results on Oct 29, 2020 Aankondiging • Jul 31
SJM Holdings Limited Recommends No Interim Dividend for the Six Months Ended 30 June 2020 SJM Holdings Limited announced that, the board does not recommend the payment of an interim dividend for the six months ended 30 June 2020 against dividend of HK 8 cents per ordinary share paid a year ago. Aankondiging • Jul 18
SJM Holdings Limited to Report First Half, 2020 Results on Jul 28, 2020 SJM Holdings Limited announced that they will report first half, 2020 results on Jul 28, 2020 
