Board Change • May 20
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 an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Non-Executive Director Fang Jing Yu 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. Insufficient board refreshment. Aankondiging • Mar 31
China Oriental Group Company Limited, Annual General Meeting, Jun 10, 2026 China Oriental Group Company Limited, Annual General Meeting, Jun 10, 2026. Aankondiging • Mar 13
China Oriental Group Company Limited to Report Fiscal Year 2025 Results on Mar 30, 2026 China Oriental Group Company Limited announced that they will report fiscal year 2025 results on Mar 30, 2026 Board Change • Dec 30
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 an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Non-Executive Director Fang Jing Yu 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. Insufficient board refreshment. Aankondiging • Aug 15
China Oriental Group Company Limited to Report First Half, 2025 Results on Aug 27, 2025 China Oriental Group Company Limited announced that they will report first half, 2025 results on Aug 27, 2025 Aankondiging • Mar 28
China Oriental Group Company Limited, Annual General Meeting, Jun 06, 2025 China Oriental Group Company Limited, Annual General Meeting, Jun 06, 2025. Aankondiging • Mar 13
China Oriental Group Company Limited to Report Fiscal Year 2024 Results on Mar 27, 2025 China Oriental Group Company Limited announced that they will report fiscal year 2024 results on Mar 27, 2025 Reported Earnings • Sep 01
First half 2024 earnings released: EPS: CN¥0.025 (vs CN¥0.076 in 1H 2023) First half 2024 results: EPS: CN¥0.025 (down from CN¥0.076 in 1H 2023). Revenue: CN¥22.6b (up 2.3% from 1H 2023). Net income: CN¥94.1m (down 67% from 1H 2023). Profit margin: 0.4% (down from 1.3% in 1H 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance. Aankondiging • Aug 19
China Oriental Group Company Limited Provides Unaudited Consolidated Earning Guidance for the Six Months Ended 30 June 2024 China Oriental Group Company Limited provided unaudited consolidated earning guidance for the six months ended 30 June 2024. For the period, the group expected to record a decrease in net profit for the Relevant Period by not less than 50 %, as compared with the net profit of the Group of approximately RMB 276 million for the six months ended 30 June 2023. Based on the information available to date, such expected decrease in net profit of the Group for the Relevant Period is mainly attributable to the combined effects of the following factors, including, among others, (i) a decrease in the average selling price of steel products of the Group due to a continuous sluggish downstream demand of the iron and steel industry and the sales recovery fell significantly below the industry expectation in the Relevant Period; (ii) the overall production costs of the Group remained at a relatively high level due to a steeper price decreasing trend of the steel products comparing to that of their major raw materials; and (iii) a fair value loss on the financial assets at fair value through profit or loss is expected to be recorded for the Relevant Period, as compared with a fair value gain of approximately RMB112 million for the six months ended 30 June 2023. Despite the expected decline in net profit for the Relevant Period, the Board is of the view that the overall operations and financial position of the Group remains healthy and sound. The Company will continue to make great efforts in creating value for the Shareholders in a long-term and sustainable manner. Aankondiging • Aug 15
China Oriental Group Company Limited to Report Q2, 2024 Results on Aug 29, 2024 China Oriental Group Company Limited announced that they will report Q2, 2024 results on Aug 29, 2024 Upcoming Dividend • Jul 05
Upcoming dividend of HK$0.05 per share Eligible shareholders must have bought the stock before 11 July 2024. Payment date: 20 August 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (3.8%). Aankondiging • May 09
China Oriental Group Company Limited Announces Board and Committee Retirements, Effective 28 June 2024 The Board of China Oriental Group Company Limited announced that with effect from the conclusion of the forthcoming AGM to be held on 28 June 2024, Mr. Zhu Hao will retire by rotation from the Board as a non-executive Director in accordance with the Bye-laws; and Mr. Wang Tianyi will retire by rotation from the Board as an independent non- executive Director in accordance with the Bye-laws and cease to be a member of each of the Audit Committee, the Nomination Committee and the Remuneration Committee. Each of Mr. Zhu and Mr. Wang has informed the Board that he will not offer himself for re-election at the forthcoming AGM as he would like to devote more time to pursue his own personal commitments. New Risk • Apr 02
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 38% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Buy Or Sell Opportunity • Apr 02
Now 67% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to €0.15. The fair value is estimated to be €0.09, 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. Meanwhile, the company became loss making. Aankondiging • Mar 28
China Oriental Group Company Limited, Annual General Meeting, Jun 28, 2024 China Oriental Group Company Limited, Annual General Meeting, Jun 28, 2024. Reported Earnings • Mar 27
Full year 2023 earnings released: CN¥0.04 loss per share (vs CN¥0.22 profit in FY 2022) Full year 2023 results: CN¥0.04 loss per share (down from CN¥0.22 profit in FY 2022). Revenue: CN¥46.3b (down 4.9% from FY 2022). Net loss: CN¥159.7m (down 120% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance. Aankondiging • Mar 27
China Oriental Group Company Limited Proposes Special Dividend for the Year Ended 31 December 2023 Payable on 20 August 2024 China Oriental Group Company Limited proposed Special Dividend of HKD 0.05 per share for the year ended 31 December 2023 payable on 20 August 2024. Date of shareholders' approval is on 28 June 2024. Ex-dividend date is on 11 July 2024. Record date is on 17 July 2024. Aankondiging • Mar 15
China Oriental Group Company Limited to Report Fiscal Year 2023 Results on Mar 27, 2024 China Oriental Group Company Limited announced that they will report fiscal year 2023 results on Mar 27, 2024 New Risk • Sep 19
New major risk - Revenue and earnings growth Earnings have declined by 34% 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 Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 34% per year over the past 5 years. Reported Earnings • Sep 03
First half 2023 earnings released: EPS: CN¥0.076 (vs CN¥0.32 in 1H 2022) First half 2023 results: EPS: CN¥0.076 (down from CN¥0.32 in 1H 2022). Revenue: CN¥22.1b (down 12% from 1H 2022). Net income: CN¥282.3m (down 77% from 1H 2022). Profit margin: 1.3% (down from 4.8% in 1H 2022). Revenue is forecast to decline by 8.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Aankondiging • Aug 16
China Oriental Group Company Limited to Report First Half, 2023 Results on Aug 31, 2023 China Oriental Group Company Limited announced that they will report first half, 2023 results on Aug 31, 2023 Buying Opportunity • Aug 15
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be €0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to decline by 10% per annum. Earnings is forecast to grow by 32% per annum over the same time period. Buying Opportunity • Jun 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 34%. The fair value is estimated to be €0.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to decline by 10% per annum. Earnings is forecast to grow by 32% per annum over the same time period. Aankondiging • Jun 09
China Oriental Group Company Limited Approves Special Dividend for the Year Ended 31 December 2022 China Oriental Group Company Limited at its AGM held on June 8, 2023 approved special dividend of HKD 0.03 per share for the year ended 31 December 2022. Upcoming Dividend • Jun 08
Upcoming dividend of HK$0.03 per share at 9.0% yield Eligible shareholders must have bought the stock before 15 June 2023. Payment date: 18 August 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 9.0%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (8.8%). Buying Opportunity • May 17
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 39%. The fair value is estimated to be €0.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to decline by 13% in 2 years. Earnings is forecast to grow by 140% in the next 2 years. Buying Opportunity • Feb 01
Now 21% undervalued Over the last 90 days, the stock is up 39%. The fair value is estimated to be €0.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to decline by 15% in 2 years. Earnings is forecast to decline by 14% in the next 2 years. Board Change • Nov 16
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. 4 experienced directors. 6 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Non-Executive Director Edward Tse was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Buying Opportunity • Nov 01
Now 38% undervalued after recent price drop Over the last 90 days, the stock is down 27%. The fair value is estimated to be €0.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to decline by 15% in 2 years. Earnings is forecast to decline by 14% in the next 2 years. Upcoming Dividend • Sep 08
Upcoming dividend of HK$0.07 per share Eligible shareholders must have bought the stock before 15 September 2022. Payment date: 24 October 2022. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 16%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (10%). Reported Earnings • Sep 02
First half 2022 earnings released: EPS: CN¥0.32 (vs CN¥0.42 in 1H 2021) First half 2022 results: EPS: CN¥0.32 (down from CN¥0.42 in 1H 2021). Revenue: CN¥25.0b (flat on 1H 2021). Net income: CN¥1.20b (down 24% from 1H 2021). Profit margin: 4.8% (down from 6.3% in 1H 2021). Over the next year, revenue is expected to shrink by 10% compared to a 4.7% growth forecast for the Metals and Mining industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 20% per year. Aankondiging • Sep 01
China Oriental Group Company Limited Announces Interim Dividend for the Six Months Ended 30 June 2022, Payable on 24 October 2022 China Oriental Group Company Limited announced an interim dividend of HKD 0.07 per share for the six months ended 30 June 2022. The ex-dividend date is on 15 September 2022. The record date is on 21 September 2022. The payment date is on 24 October 2022. Aankondiging • Aug 18
China Oriental Group Company Limited Provides Consolidated Earnings Guidance for the Six Months Ended 30 June 2022 China Oriental Group Company Limited provided consolidated earnings guidance for the six months ended 30 June 2022. For the six months, the company expected to record a decrease in net profit for the Relevant Period, excluding non-recurring gains, by not less than 50%, as compared with the net profit of the Group of approximately RMB 1,616 million for the corresponding period in 2021. Aankondiging • Aug 16
China Oriental Group Company Limited to Report First Half, 2022 Results on Aug 31, 2022 China Oriental Group Company Limited announced that they will report first half, 2022 results on Aug 31, 2022 Upcoming Dividend • Jun 06
Upcoming dividend of HK$0.09 per share Eligible shareholders must have bought the stock before 13 June 2022. Payment date: 04 July 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (7.6%). Reported Earnings • May 03
Full year 2021 earnings released: EPS: CN¥0.67 (vs CN¥0.43 in FY 2020) Full year 2021 results: EPS: CN¥0.67 (up from CN¥0.43 in FY 2020). Revenue: CN¥52.0b (up 33% from FY 2020). Net income: CN¥2.49b (up 57% from FY 2020). Profit margin: 4.8% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 10% compared to a 33% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings. 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. 7 non-independent directors. Independent Non-Executive Director Edward Tse was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 31
Full year 2021 earnings released: EPS: CN¥0.67 (vs CN¥0.43 in FY 2020) Full year 2021 results: EPS: CN¥0.67 (up from CN¥0.43 in FY 2020). Revenue: CN¥52.0b (up 33% from FY 2020). Net income: CN¥2.49b (up 57% from FY 2020). Profit margin: 4.8% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 25% compared to a 30% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has fallen by 28% per year whereas the company’s share price has fallen by 24% per year. Aankondiging • Mar 31
China Oriental Group Company Limited, Annual General Meeting, Jun 08, 2022 China Oriental Group Company Limited, Annual General Meeting, Jun 08, 2022. Agenda: To consider a final dividend of HKD 223.4 million (approximately RMB 181.6 million), representing HKD 0.06 per ordinary share and a special dividend of HKD 111.7 million (approximately RMB 90.7 million), representing HKD 0.03 per ordinary share in respect of the year ended 31 December 2021. Aankondiging • Mar 01
China Oriental Group Company Limited Provides Preliminary Unaudited Consolidated Earnings Guidance for the Year Ended December 31, 2021 China Oriental Group Company Limited provided preliminary unaudited consolidated earnings guidance for the year ended December 31, 2021. For the year, the Group expects to record an increase in net profit for the Relevant Year by approximately 55% to 85%, as compared with the net profit of the Group for the year ended 31 December 2020. Recent Insider Transactions • Dec 18
Independent Non-Executive Director recently bought €65k worth of stock On the 14th of December, Man Chung Wong bought around 270k shares on-market at roughly €0.24 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Upcoming Dividend • Sep 06
Upcoming dividend of HK$0.15 per share Eligible shareholders must have bought the stock before 13 September 2021. Payment date: 22 October 2021. Trailing yield: 6.6%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (5.2%). Reported Earnings • Sep 03
First half 2021 earnings released: EPS CN¥0.42 (vs CN¥0.21 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CN¥25.0b (up 47% from 1H 2020). Net income: CN¥1.57b (up 103% from 1H 2020). Profit margin: 6.3% (up from 4.6% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings. Aankondiging • Sep 01
China Oriental Group Company Limited Announces 2021 Special Dividend, Payable on 22 October 2021 China Oriental Group Company Limited announced 2021 special dividend of HKD 0.05 per share. The dividend will be payable on 22 October 2021 with record date of 17 September 2021 and Ex-dividend date of 13 September 2021. Aankondiging • Jun 03
China Oriental Group Company Limited Declares Final Dividend for the Year Ended 31 December 2020 China Oriental Group Company Limited declared a final dividend of HKD 0.05 per share for the year ended 31 December 2020, at the annual general meeting of the Company held on 2 June 2021. Upcoming Dividend • Jun 01
Upcoming dividend of HK$0.05 per share Eligible shareholders must have bought the stock before 07 June 2021. Payment date: 08 July 2021. Trailing yield: 4.8%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (4.4%). Reported Earnings • May 03
Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥0.86 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥39.1b (down 9.0% from FY 2019). Net income: CN¥1.59b (down 51% from FY 2019). Profit margin: 4.1% (down from 7.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 02
Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥0.86 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥39.1b (down 9.0% from FY 2019). Net income: CN¥1.59b (down 51% from FY 2019). Profit margin: 4.1% (down from 7.5% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings. Aankondiging • Mar 17
China Oriental Group Company Limited to Report Fiscal Year 2020 Results on Mar 31, 2021 China Oriental Group Company 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: €0.27 The company is up 26% from its price of €0.22 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 71% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.69 per share. Is New 90 Day High Low • Jan 11
New 90-day high: €0.25 The company is up 37% from its price of €0.18 on 13 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 52% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.54 per share. Aankondiging • Dec 31
China Oriental Group Company Limited Announces Management Changes The board of directors of China Oriental Group Company Limited announced that Mr. Zhu Jun will cease to be the Chief Operating Officer and Executive Deputy General Manager of the company with effect from 1 January 2021 by reason of age. Mr. Zhu will continue to act as an Executive Director of the company; and in view of overlapping duties and responsibilities of the Chief Executive Officer and Chief Operating Officer of the company, with effect from 1 January 2021, the company will cancel the position of Chief Operating Officer and Mr. Han Jingyuan, the Chairman of the Board and Chief Executive Officer of the company, will assume and perform the duties and responsibilities of the Chief Operating Officer of the company. Is New 90 Day High Low • Nov 25
New 90-day high: €0.23 The company is up 1.0% from its price of €0.23 on 27 August 2020. The German market is also up 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Metals and Mining industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.00 per share. Reported Earnings • Oct 02
First half earnings released Over the last 12 months the company has reported total profits of CN¥2.32b, down 34% from the prior year. Total revenue was CN¥39.0b over the last 12 months, down 3.5% from the prior year. Aankondiging • Aug 15
China Oriental Group Company Limited to Report First Half, 2020 Results on Aug 31, 2020 China Oriental Group Company Limited announced that they will report first half, 2020 results on Aug 31, 2020