Yanlord Land Group
Market Cap
S$2.3b
Last Updated
2020/02/28 12:56 UTC
Data Sources
Company Financials +
Executive Summary
Yanlord Land Group Limited, an investment holding company, engages in the property development activities in the People's Republic of China.
Rewards
Risk Analysis
Snowflake Analysis
Undervalued established dividend payer.
Share Price & News
How has Yanlord Land Group's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: Z25 has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
-0.9%
Z25
-4.3%
SG Real Estate
-2.8%
SG Market
1 Year Return
-16.5%
Z25
-10.0%
SG Real Estate
-4.7%
SG Market
Return vs Industry: Z25 underperformed the SG Real Estate industry which returned -10% over the past year.
Return vs Market: Z25 underperformed the SG Market which returned -4.7% over the past year.
Shareholder returns
| Z25 | Industry | Market | |
|---|---|---|---|
| 7 Day | -0.9% | -4.3% | -2.8% |
| 30 Day | 0% | -3.9% | -2.5% |
| 90 Day | -0.9% | -4.6% | -3.3% |
| 1 Year | -12.3%-16.5% | -7.2%-10.0% | -0.8%-4.7% |
| 3 Year | -21.1%-29.5% | -8.2%-15.4% | 5.2%-5.9% |
| 5 Year | 37.2%19.6% | -10.3%-21.8% | 6.9%-11.1% |
Price Volatility Vs. Market
How volatile is Yanlord Land Group's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Can We See Significant Insider Ownership On The Yanlord Land Group Limited (SGX:Z25) Share Register?4 weeks ago | Simply Wall St
Are Insiders Buying Yanlord Land Group Limited (SGX:Z25) Stock?2 months ago | Simply Wall St
Key Things To Watch Out For If You Are After Yanlord Land Group Limited's (SGX:Z25) 5.5% DividendValuation
Is Yanlord Land Group undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: Z25 (SGD1.16) is trading below our estimate of fair value (SGD16.65)
Significantly Below Fair Value: Z25 is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: Z25 is good value based on its PE Ratio (3.4x) compared to the Real Estate industry average (11.1x).
PE vs Market: Z25 is good value based on its PE Ratio (3.4x) compared to the SG market (13.1x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate Z25's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: Z25 is good value based on its PB Ratio (0.4x) compared to the SG Real Estate industry average (0.5x).
Next Steps
Future Growth
How is Yanlord Land Group forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?
25.6%
Forecasted annual revenue growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: Insufficient data to determine if Z25's forecast earnings growth is above the savings rate (1.8%).
Earnings vs Market: Insufficient data to determine if Z25's earnings are forecast to grow faster than the SG market
High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: Z25's revenue (25.6% per year) is forecast to grow faster than the SG market (5.2% per year).
High Growth Revenue: Z25's revenue (25.6% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Z25's Return on Equity is forecast to be low in 3 years time (13.7%).
Next Steps
Past Performance
How has Yanlord Land Group performed over the past 5 years?
16.7%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: Z25 has a large one-off gain of CN¥1.9B impacting its December 31 2019 financial results.
Growing Profit Margin: Z25's current net profit margins (17.9%) are higher than last year (14.2%).
Past Earnings Growth Analysis
Earnings Trend: Z25's earnings have grown by 16.7% per year over the past 5 years.
Accelerating Growth: Z25's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: Z25 had negative earnings growth (-5.5%) over the past year, making it difficult to compare to the Real Estate industry average (-23.1%).
Return on Equity
High ROE: Z25's Return on Equity (13%) is considered low.
Next Steps
Financial Health
How is Yanlord Land Group's financial position?
Financial Position Analysis
Short Term Liabilities: Z25's short term assets (CN¥69.5B) exceed its short term liabilities (CN¥53.2B).
Long Term Liabilities: Z25's short term assets (CN¥69.5B) exceed its long term liabilities (CN¥36.8B).
Debt to Equity History and Analysis
Debt Level: Z25's debt to equity ratio (114.4%) is considered high.
Reducing Debt: Z25's debt to equity ratio has increased from 68.5% to 114.4% over the past 5 years.
Debt Coverage: Z25's debt is not well covered by operating cash flow (8.2%).
Interest Coverage: Z25's interest payments on its debt are well covered by EBIT (6.2x coverage).
Balance Sheet
Inventory Level: Z25 has a high level of physical assets or inventory.
Debt Coverage by Assets: Z25's debt is covered by short term assets (assets are 1.5x debt).
Next Steps
Dividend
What is Yanlord Land Group's current dividend yield, its reliability and sustainability?
5.72%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: Z25's dividend (5.72%) is higher than the bottom 25% of dividend payers in the SG market (2.62%).
High Dividend: Z25's dividend (5.72%) is in the top 25% of dividend payers in the SG market (5.69%)
Stability and Growth of Payments
Stable Dividend: Z25's dividend payments have been volatile in the past 10 years.
Growing Dividend: Z25's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (19.2%), Z25's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Z25's dividends in 3 years are forecast to be well covered by earnings (26.5% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
7.8yrs
Average management tenure
CEO
Sheng Jian Zhong (61yo)
40.1yrs
Tenure
Mr. Zhong Sheng Jian is the Founder of Yanlord Land Group Limited and Yanlord Land (HK) Co., Ltd. Mr. Zhong has been Chief Executive Officer of Yanlord Land Group Limited since 1993 and serves as its Chair ...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Director | 13.8yrs | no data | 1.57% CN¥35.6m | |
| Executive Director | 13.8yrs | no data | 0.021% CN¥468.0k | |
| Chairman & CEO | 40.1yrs | no data | 70.32% CN¥1.6b | |
| Group Financial Controller | 17.1yrs | no data | no data | |
| Corporate & Investor Relations Manager | 0yrs | no data | no data | |
| Executive Vice President of Project Development | 7.8yrs | no data | no data | |
| Executive Vice President of Property Management | 7.1yrs | no data | no data | |
| Executive Director | 3.3yrs | no data | no data | |
| Company Secretary | 1.1yrs | no data | no data |
7.8yrs
Average Tenure
51yo
Average Age
Experienced Management: Z25's management team is seasoned and experienced (7.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Director | 13.8yrs | no data | 1.57% CN¥35.6m | |
| Executive Director | 13.8yrs | no data | 0.021% CN¥468.0k | |
| Chairman & CEO | 40.1yrs | no data | 70.32% CN¥1.6b | |
| Executive Director | 3.3yrs | no data | no data | |
| Independent Non-Executive Director | 2.3yrs | no data | no data | |
| Independent Director | 1.4yrs | no data | 0.017% CN¥374.0k | |
| Lead Independent Director | 13.8yrs | no data | 0.0010% CN¥23.5k | |
| Independent Director | 13.8yrs | no data | 0.0061% CN¥138.1k | |
| Independent Non-Executive Director | 0yrs | no data | no data |
13.8yrs
Average Tenure
55yo
Average Age
Experienced Board: Z25's board of directors are seasoned and experienced ( 13.8 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Z25 insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Yanlord Land Group Limited's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Yanlord Land Group Limited
- Ticker: Z25
- Exchange: SGX
- Founded: 1993
- Industry: Real Estate Development
- Sector: Real Estate
- Market Cap: S$2.260b
- Shares outstanding: 1.93b
- Website: https://www.yanlordland.com
Location
- Yanlord Land Group Limited
- No. 36-02 Suntec Tower Two
- 9 Temasek Boulevard
- Singapore
- 38989
- Singapore
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| Z25 | SGX (Singapore Exchange) | Yes | Ordinary Shares | SG | SGD | Jun 2006 |
| YLG | BST (Boerse-Stuttgart) | Yes | Ordinary Shares | DE | EUR | Jun 2006 |
| YLDG.Y | OTCPK (Pink Sheets LLC) | UNSPONSORED ADR | US | USD | Nov 2008 |
Biography
Yanlord Land Group Limited, an investment holding company, engages in the property development activities in the People's Republic of China. The company operates through Property Development, Property Investment, and Others segments. It develops residential properties, including apartments and villas; and commercial and integrated properties, such as offices, serviced apartments, and shopping malls for sale and lease. The company also offers property management services for residential properties comprising security, building, equipment maintenance and repair, facilities management, child-care, and other ancillary services, as well as organizes social and residential community functions. In addition, it is involved in leasing properties and operating hotels; serviced apartment management; trading of building materials and hardware; operation of restaurants and Kindergarten; and installation, maintenance, sale, and repair of elevators. Further, the company engages in the provision of landscaping and gardening, investment management, city redevelopment, food and beverage, tourism investment, asset management, leisure and fitness, business consultancy, information technology, education and training, cultural and art performance, and construction engineering services, as well as tourism and travel services. Yanlord Land Group Limited was founded in 1993 and is based in Singapore.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/02/28 12:56 |
| End of Day Share Price | 2020/02/28 00:00 |
| Earnings | 2019/12/31 |
| Annual Earnings | 2019/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.