Announcement • Jun 30
BlueFocus Intelligent Communications Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026 Board Change • May 20
Less than half of directors are independent Following 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. 5 non-independent directors. Non-Independent Director Jiageng Bian was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 16
BlueFocus Intelligent Communications Group Co., Ltd., Annual General Meeting, May 08, 2026 BlueFocus Intelligent Communications Group Co., Ltd., Annual General Meeting, May 08, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Beijing China Announcement • Mar 31
BlueFocus Intelligent Communications Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026 Announcement • Dec 31
BlueFocus Intelligent Communications Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026 Announcement • Sep 30
BlueFocus Intelligent Communications Group Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025 Announcement • Jul 02
BlueFocus Intelligent Communications Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025 Announcement • Apr 25
BlueFocus Intelligent Communications Group Co., Ltd., Annual General Meeting, May 22, 2025 BlueFocus Intelligent Communications Group Co., Ltd., Annual General Meeting, May 22, 2025, at 15:00 China Standard Time. Location: The Company's Meeting Room, Beijing China Announcement • Mar 31
BlueFocus Intelligent Communications Group Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025 Announcement • Dec 31
BlueFocus Intelligent Communications Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025 Buy Or Sell Opportunity • Nov 14
Now 20% undervalued Over the last 90 days, the stock has risen 74% to CN¥9.23. The fair value is estimated to be CN¥11.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making. New Risk • Nov 11
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 Chinese stocks, typically moving 11% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Oct 30
Third quarter 2024 earnings released: CN¥0.024 loss per share (vs CN¥0.001 profit in 3Q 2023) Third quarter 2024 results: CN¥0.024 loss per share (down from CN¥0.001 profit in 3Q 2023). Revenue: CN¥14.6b (up 1.7% from 3Q 2023). Net loss: CN¥60.0m (down CN¥62.9m from profit in 3Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Sep 30
Now 37% overvalued after recent price rise Over the last 90 days, the stock has risen 28% to CN¥7.04. The fair value is estimated to be CN¥5.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 3,986% in the next 2 years. Announcement • Sep 30
BlueFocus Intelligent Communications Group Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Reported Earnings • Aug 30
Second quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.055 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.04 (down from CN¥0.055 in 2Q 2023). Revenue: CN¥15.1b (up 23% from 2Q 2023). Net income: CN¥100.8m (down 26% from 2Q 2023). Profit margin: 0.7% (down from 1.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Media industry in China. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Announcement • Jun 29
BlueFocus Intelligent Communications Group Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024 Board Change • Jun 06
Less than half of directors are independent Following 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. 5 non-independent directors. Independent Director Guo Dong Zhao 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. Announcement • May 31
Bluefocus Intelligent Communications Group Co., Ltd. Announces Final Cash Dividend on A Shares for 2023, Payable on 07 June 2024 BlueFocus Intelligent Communications Group Co., Ltd. announced 2023 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 0.10000000. Record date: 06 June 2024, Ex-date: 07 June 2024, Payment date: 07 June 2024. Reported Earnings • Apr 22
First quarter 2024 earnings released: EPS: CN¥0.033 (vs CN¥0.06 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.033 (down from CN¥0.06 in 1Q 2023). Revenue: CN¥15.8b (up 62% from 1Q 2023). Net income: CN¥82.3m (down 45% from 1Q 2023). Profit margin: 0.5% (down from 1.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Media industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance. Announcement • Mar 30
BlueFocus Intelligent Communications Group Co., Ltd. to Report Q1, 2024 Results on Apr 22, 2024 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 22, 2024 New Risk • Feb 07
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 Chinese stocks, typically moving 8.9% 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. This is currently the only risk that has been identified for the company. Announcement • Dec 30
BlueFocus Intelligent Communications Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024 New Risk • Dec 01
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 Chinese stocks, typically moving 6.3% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.009 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.001 (down from CN¥0.009 in 3Q 2022). Revenue: CN¥14.3b (up 45% from 3Q 2022). Net income: CN¥2.96m (down 87% from 3Q 2022). Profit margin: 0% (down from 0.2% in 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance. Announcement • Sep 30
BlueFocus Intelligent Communications Group Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023 BlueFocus Intelligent Communications Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023 Reported Earnings • Aug 24
Second quarter 2023 earnings released: EPS: CN¥0.055 (vs CN¥0.015 loss in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.055 (up from CN¥0.015 loss in 2Q 2022). Revenue: CN¥12.2b (up 37% from 2Q 2022). Net income: CN¥136.2m (up CN¥160.6m from 2Q 2022). Profit margin: 1.1% (up from net loss in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 23
First quarter 2023 earnings released: EPS: CN¥0.06 (vs CN¥0.01 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.06 (up from CN¥0.01 in 1Q 2022). Revenue: CN¥9.77b (up 26% from 1Q 2022). Net income: CN¥148.7m (up 355% from 1Q 2022). Profit margin: 1.5% (up from 0.4% in 1Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Media industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance. Board Change • Nov 16
Less than half of directors are independent There are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Guo Dong Zhao 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. Lack of board continuity. Reported Earnings • Oct 31
Third quarter 2022 earnings released: EPS: CN¥0.009 (vs CN¥0.012 loss in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.009 (up from CN¥0.012 loss in 3Q 2021). Revenue: CN¥9.86b (up 5.2% from 3Q 2021). Net income: CN¥22.0m (up CN¥52.2m from 3Q 2021). Profit margin: 0.2% (up from net loss in 3Q 2021). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Media industry in China. 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 8% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 29
First quarter 2022 earnings released: EPS: CN¥0.01 (vs CN¥0.15 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.01 (down from CN¥0.15 in 1Q 2021). Revenue: CN¥7.78b (down 25% from 1Q 2021). Net income: CN¥32.7m (down 91% from 1Q 2021). Profit margin: 0.4% (down from 3.5% in 1Q 2021). Over the next year, revenue is forecast to grow 47%, compared to a 16% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment deteriorated over the past week After last week's 18% share price decline to CN¥7.30, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Media industry in China. Total returns to shareholders of 38% over the past three years. Valuation Update With 7 Day Price Move • Jan 26
Investor sentiment deteriorated over the past week After last week's 15% share price decline to CN¥9.28, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Media industry in China. Total returns to shareholders of 144% over the past three years. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improved over the past week After last week's 25% share price gain to CN¥12.51, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 18x in the Media industry in China. Total returns to shareholders of 185% over the past three years. Valuation Update With 7 Day Price Move • Dec 09
Investor sentiment improved over the past week After last week's 17% share price gain to CN¥7.85, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Media industry in China. Total returns to shareholders of 73% over the past three years. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improved over the past week After last week's 21% share price gain to CN¥6.07, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Media industry in China. Total returns to shareholders of 32% over the past three years. Reported Earnings • Oct 16
Third quarter 2021 earnings released: CN¥0.012 loss per share (vs CN¥0.12 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥9.37b (down 18% from 3Q 2020). Net loss: CN¥30.2m (down 110% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 24
Second quarter 2021 earnings released: EPS CN¥0.082 (vs CN¥0.05 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥11.7b (up 27% from 2Q 2020). Net income: CN¥212.8m (up 73% from 2Q 2020). Profit margin: 1.8% (up from 1.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 29
First quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.08 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥10.4b (up 28% from 1Q 2020). Net income: CN¥363.2m (up 79% from 1Q 2020). Profit margin: 3.5% (up from 2.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 25
Full year 2020 earnings released: EPS CN¥0.29 (vs CN¥0.30 in FY 2019) The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥40.5b (up 44% from FY 2019). Net income: CN¥719.9m (up 1.3% from FY 2019). Profit margin: 1.8% (down from 2.5% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Dec 24
New 90-day low: CN¥5.64 The company is down 26% from its price of CN¥7.63 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.76 per share. Is New 90 Day High Low • Dec 09
New 90-day low: CN¥6.09 The company is down 16% from its price of CN¥7.27 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.50 per share. Is New 90 Day High Low • Nov 23
New 90-day low: CN¥6.74 The company is down 14% from its price of CN¥7.83 on 25 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.03 per share. Is New 90 Day High Low • Oct 30
New 90-day low: CN¥6.85 The company is down 10.0% from its price of CN¥7.64 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.11 per share. Reported Earnings • Oct 23
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥700.6m, up 16% from the prior year. Total revenue was CN¥37.3b over the last 12 months, up 44% from the prior year. Analyst Estimate Surprise Post Earnings • Oct 23
Third-quarter earnings released: Revenue beats expectations Third-quarter revenue exceeded analyst estimates by 30% at CN¥11.5b. Revenue is forecast to grow 3.1% over the next year, compared to a 18% growth forecast for the Media industry in China.