Announcement • Jul 01
Zhuhai Port Co.,Ltd. to Report First Half, 2026 Results on Aug 29, 2026 Zhuhai Port Co.,Ltd. announced that they will report first half, 2026 results on Aug 29, 2026 Declared Dividend • Jun 25
Dividend of CN¥0.054 announced Shareholders will receive a dividend of CN¥0.054. Ex-date: 26th June 2026 Payment date: 26th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.7% EPS decline seen over the last 5 years. Announcement • Jun 16
Zhuhai Port Co.,Ltd. Approves Cash Dividend for 2025 Zhuhai Port Co.,Ltd. at its AGM held on June 12, 2026, approved 2025 profit distribution plan. Cash dividend/10 shares (tax included): CNY 0.54000000. Announcement • May 21
Zhuhai Port Co.,Ltd., Annual General Meeting, Jun 12, 2026 Zhuhai Port Co.,Ltd., Annual General Meeting, Jun 12, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zhuhai, Guangdong China Board Change • May 20
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Chair of the Supervisory Board Juan Zhou was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • Mar 31
Zhuhai Port Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Zhuhai Port Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Announcement • Dec 31
Zhuhai Port Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026 Zhuhai Port Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026 Announcement • Sep 30
Zhuhai Port Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Zhuhai Port Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Announcement • Jul 02
Zhuhai Port Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025 Zhuhai Port Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025 Announcement • Apr 28
Zhuhai Port Co.,Ltd., Annual General Meeting, May 19, 2025 Zhuhai Port Co.,Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zhuhai, Guangdong China Announcement • Mar 31
Zhuhai Port Co.,Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Zhuhai Port Co.,Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 Announcement • Dec 31
Zhuhai Port Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025 Zhuhai Port Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025 Reported Earnings • Oct 31
Third quarter 2024 earnings released: EPS: CN¥0.039 (vs CN¥0.033 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.039 (up from CN¥0.033 in 3Q 2023). Revenue: CN¥1.38b (flat on 3Q 2023). Net income: CN¥46.5m (up 14% from 3Q 2023). Profit margin: 3.4% (up from 2.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Board Change • Oct 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Juan Zhou was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥5.12, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 15x in the Infrastructure industry in China. Total loss to shareholders of 23% over the past three years. Announcement • Sep 30
Zhuhai Port Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Zhuhai Port Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Buy Or Sell Opportunity • Sep 27
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 8.1% to CN¥4.79. The fair value is estimated to be CN¥3.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.8% over the last 3 years. Earnings per share has declined by 25%. Reported Earnings • Aug 31
Second quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.10 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.10 in 2Q 2023). Revenue: CN¥1.32b (down 6.6% from 2Q 2023). Net income: CN¥135.2m (up 7.1% from 2Q 2023). Profit margin: 10% (up from 8.9% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Announcement • Aug 15
Zhuhai Guoneng MTR Logistics Co., Ltd agreed to acquire 50% stake in Zhuhai Ganghong Wharf Co., Ltd from Zhuhai Port Co.,Ltd. (SZSE:000507) for approximately CNY 720 million. Zhuhai Guoneng MTR Logistics Co., Ltd agreed to acquire 50% stake in Zhuhai Ganghong Wharf Co., Ltd from Zhuhai Port Co.,Ltd. (SZSE:000507) for approximately CNY 720 million on August 12, 2024. A cash consideration of CNY 722.5 million will be paid by Zhuhai Guoneng MTR Logistics Co., Ltd. As part of consideration, CNY 722.5 million is paid towards common equity of Zhuhai Ganghong Wharf Co., Ltd.
For the period ending March 31, 2024, Zhuhai Ganghong Wharf Co., Ltd reported total revenue of CNY 949.53 million. As of March 31, 2024, Zhuhai Ganghong Wharf Co., Ltd reported total assets of CNY 1.86 billion.
The transaction is subject to approval of merger agreement by target board and approval of offer by target shareholders. The deal has been approved by the board. Announcement • Jun 29
Zhuhai Port Co.,Ltd. to Report First Half, 2024 Results on Aug 31, 2024 Zhuhai Port Co.,Ltd. announced that they will report first half, 2024 results on Aug 31, 2024 Announcement • May 25
Zhuhai Port Co.,Ltd. Announces Final Cash Dividend Plan on A Shares for the Year 2023, Payable on 29 May 2024 Zhuhai Port Co.,Ltd. announced final cash dividend plan of CNY 0.12 per 10 shares (tax included) on A shares for the year 2023. Record date is 28 May 2024, Ex-date is 29 May 2024 and Payment Date is 29 May 2024. Announcement • Apr 29
Zhuhai Port Co.,Ltd., Annual General Meeting, May 17, 2024 Zhuhai Port Co.,Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zhuhai, Guangdong China Reported Earnings • Apr 28
Full year 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.33 in FY 2022) Full year 2023 results: EPS: CN¥0.24 (down from CN¥0.33 in FY 2022). Revenue: CN¥5.46b (up 3.9% from FY 2022). Net income: CN¥277.2m (down 9.6% from FY 2022). Profit margin: 5.1% (down from 5.8% in FY 2022). The decrease in margin was driven by higher expenses. 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. Announcement • Mar 30
Zhuhai Port Co.,Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Zhuhai Port Co.,Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥4.36, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 16x in the Infrastructure industry in China. Total loss to shareholders of 10% over the past three years. Announcement • Dec 29
Zhuhai Port Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024 Zhuhai Port Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024 Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: CN¥0.033 (vs CN¥0.043 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.033. Revenue: CN¥1.39b (up 6.3% from 3Q 2022). Net income: CN¥40.6m (up 2.0% from 3Q 2022). Profit margin: 2.9% (down from 3.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Upcoming Dividend • Jun 20
Upcoming dividend of CN¥0.071 per share at 1.3% yield Eligible shareholders must have bought the stock before 27 June 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Chinese dividend payers (2.0%). Lower than average of industry peers (3.2%). Announcement • Jun 08
Zhuhai Port Co.,Ltd. Approves Cash Dividend for 2022 Zhuhai Port Co.,Ltd. at its Annual General Meeting of 2022 on 06 June 2023 approved 2022 profit distribution plan as Cash dividend/10 shares (tax included): CNY 0.70000000. Announcement • May 17
Zhuhai Port Co.,Ltd., Annual General Meeting, Jun 06, 2023 Zhuhai Port Co.,Ltd., Annual General Meeting, Jun 06, 2023, at 14:30 China Standard Time. Agenda: To consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 annual report and its summary; and to consider 2022 profit distribution plan. Reported Earnings • Apr 28
Full year 2022 earnings released: EPS: CN¥0.33 (vs CN¥0.48 in FY 2021) Full year 2022 results: EPS: CN¥0.33 (down from CN¥0.48 in FY 2021). Revenue: CN¥5.25b (down 18% from FY 2021). Net income: CN¥306.6m (down 31% from FY 2021). Profit margin: 5.8% (down from 7.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Less than half of directors are independent There are 10 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 10 new directors. 1 experienced director. No highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Xiaoyan Lu is the most experienced director on the board, commencing their role in 2021. Independent Director Junshan Zou was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: CN¥0.043 (vs CN¥0.054 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.043 (down from CN¥0.054 in 3Q 2021). Revenue: CN¥1.30b (down 24% from 3Q 2021). Net income: CN¥39.8m (down 20% from 3Q 2021). Profit margin: 3.1% (up from 2.9% in 3Q 2021). The increase in margin was driven by lower expenses. 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 2% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 31
Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.17 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.17 in 2Q 2021). Revenue: CN¥1.45b (down 20% from 2Q 2021). Net income: CN¥116.3m (down 26% from 2Q 2021). Profit margin: 8.0% (down from 8.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 18
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥5.96, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 14x in the Infrastructure industry in China. Total loss to shareholders of 5.4% over the past three years. Reported Earnings • Apr 28
Full year 2021 earnings released: EPS: CN¥0.48 (vs CN¥0.28 in FY 2020) Full year 2021 results: EPS: CN¥0.48 (up from CN¥0.28 in FY 2020). Revenue: CN¥6.38b (up 81% from FY 2020). Net income: CN¥445.9m (up 70% from FY 2020). Profit margin: 7.0% (down from 7.4% in FY 2020). 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 9% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent There are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Xiaoyan Lu is the most experienced director on the board, commencing their role in 2021. Independent Director Junshan Zou was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. Reported Earnings • Oct 28
Third quarter 2021 earnings released: EPS CN¥0.054 (vs CN¥0.026 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.71b (up 95% from 3Q 2020). Net income: CN¥49.6m (up 110% from 3Q 2020). Profit margin: 2.9% (up from 2.7% in 3Q 2020). 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 5% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 29
Second quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.13 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥1.81b (up 111% from 2Q 2020). Net income: CN¥157.9m (up 35% from 2Q 2020). Profit margin: 8.7% (down from 14% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improved over the past week After last week's 20% share price gain to CN¥7.76, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 14x in the Infrastructure industry in China. Total loss to shareholders of 1.2% over the past three years. Reported Earnings • Apr 28
First quarter 2021 earnings released: EPS CN¥0.083 (vs CN¥0.012 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.16b (up 97% from 1Q 2020). Net income: CN¥77.1m (up CN¥65.5m from 1Q 2020). Profit margin: 6.6% (up from 2.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 13
Full year 2020 earnings released: EPS CN¥0.28 (vs CN¥0.25 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥3.54b (up 6.4% from FY 2019). Net income: CN¥262.2m (up 18% from FY 2019). Profit margin: 7.4% (up from 6.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Feb 03
New 90-day low: CN¥5.37 The company is down 1.0% from its price of CN¥5.44 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 1.0% over the same period. Reported Earnings • Oct 29
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥228.2m, up 33% from the prior year. Total revenue was CN¥3.26b over the last 12 months, up 1.5% from the prior year. Is New 90 Day High Low • Oct 27
New 90-day low: CN¥5.50 The company is down 4.0% from its price of CN¥5.72 on 24 July 2020. The Chinese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is down 3.0% over the same period. 
