Duyuru • Apr 20
Poly Developments and Holdings Group Co., Ltd., Annual General Meeting, May 12, 2026 Poly Developments and Holdings Group Co., Ltd., Annual General Meeting, May 12, 2026, at 14:30 China Standard Time. Location: No. 832, Yuejiang Middle Road, Haizhu District, Guangzhou, Guangdong China Duyuru • Mar 30
Poly Developments and Holdings Group Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026 Poly Developments and Holdings Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026 Duyuru • Dec 26
Poly Developments and Holdings Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026 Poly Developments and Holdings Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026 Duyuru • Sep 30
Poly Developments and Holdings Group Co., Ltd. to Report Q3, 2025 Results on Oct 22, 2025 Poly Developments and Holdings Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025 Duyuru • Jun 30
Poly Developments and Holdings Group Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025 Poly Developments and Holdings Group Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025 Duyuru • May 19
Poly Developments and Holdings Group Co., Ltd., Annual General Meeting, Jun 09, 2025 Poly Developments and Holdings Group Co., Ltd., Annual General Meeting, Jun 09, 2025, at 14:30 China Standard Time. Location: No. 832, Yuejiang Middle Road, Haizhu District, Guangzhou, Guangdong China Duyuru • Mar 28
Poly Developments and Holdings Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Poly Developments and Holdings Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Duyuru • Dec 27
Poly Developments and Holdings Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025 Poly Developments and Holdings Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025 Reported Earnings • Oct 29
Third quarter 2024 earnings released: EPS: CN¥0.034 (vs CN¥0.089 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.034 (down from CN¥0.089 in 3Q 2023). Revenue: CN¥43.5b (down 22% from 3Q 2023). Net income: CN¥392.7m (down 63% from 3Q 2023). Profit margin: 0.9% (down from 1.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Real Estate industry in China are expected to grow by 2.2%. 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 5% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Oct 16
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥11.39, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Real Estate industry in China. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.95 per share. New Risk • Sep 30
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 7.0% 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (2.1% net profit margin). Duyuru • Sep 30
Poly Developments and Holdings Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024 Poly Developments and Holdings Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024 Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥9.12, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Real Estate industry in China. Total loss to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.95 per share. Reported Earnings • Aug 22
Second quarter 2024 earnings released: EPS: CN¥0.42 (vs CN¥0.78 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.42 (down from CN¥0.78 in 2Q 2023). Revenue: CN¥89.5b (down 7.8% from 2Q 2023). Net income: CN¥5.20b (down 45% from 2Q 2023). Profit margin: 5.8% (down from 9.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 3.0% p.a. on average during the next 3 years, while revenues in the Real Estate industry in China are expected to grow by 4.1%. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Duyuru • Jun 28
Poly Developments and Holdings Group Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024 Poly Developments and Holdings Group Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024 Valuation Update With 7 Day Price Move • May 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥11.20, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Real Estate industry in China. Total loss to shareholders of 3.8% over the past three years. Reported Earnings • Apr 24
Full year 2023 earnings released: EPS: CN¥1.01 (vs CN¥1.53 in FY 2022) Full year 2023 results: EPS: CN¥1.01 (down from CN¥1.53 in FY 2022). Revenue: CN¥346.9b (up 23% from FY 2022). Net income: CN¥12.1b (down 34% from FY 2022). Profit margin: 3.5% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Real Estate industry in China are expected to grow by 5.1%. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 17% per year. Duyuru • Mar 29
Poly Developments and Holdings Group Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Poly Developments and Holdings Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Buy Or Sell Opportunity • Jan 22
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 24% to CN¥8.72. The fair value is estimated to be CN¥10.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to decline by 2.6% in 2 years. Earnings are forecast to grow by 70% in the next 2 years. Reported Earnings • Jan 20
Full year 2023 earnings released: EPS: CN¥1.01 (vs CN¥1.53 in FY 2022) Full year 2023 results: EPS: CN¥1.01 (down from CN¥1.53 in FY 2022). Revenue: CN¥347.1b (up 24% from FY 2022). Net income: CN¥12.0b (down 34% from FY 2022). Profit margin: 3.5% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.6% growth forecast for the Real Estate industry in China. Over the last 3 years on average, earnings per share has fallen by 22% 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. Duyuru • Dec 30
Poly Developments and Holdings Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 30, 2024 Poly Developments and Holdings Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 30, 2024 Duyuru • Dec 13
Poly Developments and Holdings Group Co., Ltd. (SHSE:600048) announces an Equity Buyback for CNY 2,000 million worth of its shares. Poly Developments and Holdings Group Co., Ltd. (SHSE:600048) announces a share repurchase program. Under the program, the company will repurchase up to CNY 2,000 million worth of class A shares. The shares will be repurchased at a price of not more than CNY 15.19 per share. The purpose of the program is to maintain the Company’s value and shareholders rights. The program will be valid till 3 months. Reported Earnings • Oct 31
Third quarter 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.19 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.089 (down from CN¥0.19 in 3Q 2022). Revenue: CN¥55.5b (up 22% from 3Q 2022). Net income: CN¥1.07b (down 53% from 3Q 2022). Profit margin: 1.9% (down from 5.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Real Estate industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 11% per year. Reported Earnings • Aug 31
Second quarter 2023 earnings released: EPS: CN¥0.78 (vs CN¥0.69 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.78 (up from CN¥0.69 in 2Q 2022). Revenue: CN¥97.1b (up 26% from 2Q 2022). Net income: CN¥9.50b (up 14% from 2Q 2022). Profit margin: 9.8% (in line with 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Real Estate industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Reported Earnings • Jul 08
Second quarter 2023 earnings released: EPS: CN¥0.76 (vs CN¥0.69 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.76 (up from CN¥0.69 in 2Q 2022). Revenue: CN¥98.4b (up 28% from 2Q 2022). Net income: CN¥9.28b (up 12% from 2Q 2022). Profit margin: 9.4% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Real Estate industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 10% per year. Duyuru • Jun 28
Poly Developments and Holdings Group Co., Ltd. to Report First Half, 2023 Results on Aug 31, 2023 Poly Developments and Holdings Group Co., Ltd. announced that they will report first half, 2023 results on Aug 31, 2023 Reported Earnings • Jan 08
Full year 2022 earnings released: EPS: CN¥1.53 (vs CN¥2.29 in FY 2021) Full year 2022 results: EPS: CN¥1.53 (down from CN¥2.29 in FY 2021). Revenue: CN¥281.1b (down 1.3% from FY 2021). Net income: CN¥18.3b (down 33% from FY 2021). Profit margin: 6.5% (down from 9.6% in FY 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Real Estate industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Li Fei was the last independent director to join the board, commencing their role in 2018. 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 30
Third quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.27 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.27 in 3Q 2021). Revenue: CN¥45.7b (down 5.7% from 3Q 2021). Net income: CN¥2.27b (down 31% from 3Q 2021). Profit margin: 5.0% (down from 6.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Real Estate industry in China. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year. Reported Earnings • Jul 17
Second quarter 2022 earnings released: EPS: CN¥0.68 (vs CN¥0.65 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.68 (up from CN¥0.65 in 2Q 2021). Revenue: CN¥77.3b (up 19% from 2Q 2021). Net income: CN¥8.19b (up 5.0% from 2Q 2021). Profit margin: 11% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.0%, compared to a 15% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year. Reported Earnings • May 02
First quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.21 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.21 (vs CN¥0.21 in 1Q 2021). Revenue: CN¥33.6b (up 34% from 1Q 2021). Net income: CN¥2.53b (up 1.2% from 1Q 2021). Profit margin: 7.5% (down from 10.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 20% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year. Board Change • Apr 27
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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Li Fei was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Apr 20
Full year 2021 earnings released: EPS: CN¥2.29 (vs CN¥2.42 in FY 2020) Full year 2021 results: EPS: CN¥2.29 (down from CN¥2.42 in FY 2020). Revenue: CN¥285.0b (up 17% from FY 2020). Net income: CN¥27.4b (down 5.4% from FY 2020). Profit margin: 9.6% (down from 12% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year. Buying Opportunity • Mar 16
Now 27% undervalued Over the last 90 days, the stock is up 1.7%. The fair value is estimated to be CN¥20.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 12% per annum over the last 3 years. Buying Opportunity • Feb 25
Now 20% undervalued Over the last 90 days, the stock is up 14%. The fair value is estimated to be CN¥20.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 12% per annum over the last 3 years. Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥14.87, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Real Estate industry in China. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.88 per share. Reported Earnings • Aug 24
Second quarter 2021 earnings released: EPS CN¥0.65 (vs CN¥0.65 in 2Q 2020) The company reported a mediocre second quarter result with weaker profit margins, although earnings were flat and revenues improved. Second quarter 2021 results: Revenue: CN¥64.9b (up 30% from 2Q 2020). Net income: CN¥7.80b (flat on 2Q 2020). Profit margin: 12% (down from 16% 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 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥11.62, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 7x in the Real Estate industry in China. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.46 per share. Reported Earnings • Jul 18
Second quarter 2021 earnings released: EPS CN¥0.65 (vs CN¥0.65 in 2Q 2020) The company reported a mediocre second quarter result with weaker profit margins, although earnings were flat and revenues improved. Second quarter 2021 results: Revenue: CN¥65.0b (up 31% from 2Q 2020). Net income: CN¥7.80b (flat on 2Q 2020). Profit margin: 12% (down from 16% 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 20% 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 20
Full year 2020 earnings released: EPS CN¥2.42 (vs CN¥2.35 in FY 2019) The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥243.2b (up 3.1% from FY 2019). Net income: CN¥28.9b (up 3.5% from FY 2019). Profit margin: 12% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Jan 22
Revenue misses expectations Revenue missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 22%, compared to a 34% growth forecast for the Real Estate industry in China. Is New 90 Day High Low • Jan 22
New 90-day low: CN¥14.83 The company is down 10.0% from its price of CN¥16.40 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate 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¥9.71 per share. Analyst Estimate Surprise Post Earnings • Jan 21
Revenue misses expectations Revenue missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 23%, compared to a 35% growth forecast for the Real Estate industry in China. Reported Earnings • Jan 20
Full year 2020 earnings released: EPS CN¥2.42 The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥245.3b (up 3.9% from FY 2019). Net income: CN¥28.9b (up 3.4% from FY 2019). Profit margin: 12% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Jan 04
New 90-day low: CN¥15.29 The company is down 4.0% from its price of CN¥15.89 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Real Estate industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥9.76 per share. Is New 90 Day High Low • Nov 28
New 90-day high: CN¥17.40 The company is up 6.0% from its price of CN¥16.47 on 28 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.00 per share. Analyst Estimate Surprise Post Earnings • Oct 30
Third-quarter earnings released: Revenue misses expectations Third-quarter revenue missed analyst estimates by 24% at CN¥43.7b. Revenue is forecast to grow 35% over the next year, compared to a 36% growth forecast for the Real Estate industry in China. Is New 90 Day High Low • Oct 30
New 90-day low: CN¥15.36 The company is down 2.0% from its price of CN¥15.60 on 31 July 2020. The Chinese market is also down 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Real Estate 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¥8.18 per share. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥28.3b, up 27% from the prior year. Total revenue was CN¥241.6b over the last 12 months, up 14% from the prior year.