Update shared on 03 Dec 2025
Fair value Increased 2.18%Analysts have modestly raised their price target on Chow Tai Fook Jewellery Group, reflecting improved expectations for revenue growth and profit margins, even as they apply a slightly higher discount rate and a lower future price-to-earnings multiple.
What's in the News
- Interim dividend of HKD 0.22 per share declared for the six months ended 30 September 2025, payable on 24 December 2025, with an ex dividend date of 15 December and record date of 17 December 2025 (company announcement).
- Board meeting held on 25 November 2025 to review interim results for the six month period ended 30 September 2025 and to consider declaration of the interim dividend and other business matters (company announcement).
Valuation Changes
- The Fair Value Estimate has risen slightly from HK$17.38 to HK$17.76 per share, reflecting marginally more optimistic expectations for the business.
- The Discount Rate has increased moderately from 8.64 percent to 9.02 percent, indicating a somewhat higher perceived risk or required return.
- Revenue Growth has been revised up from 4.24 percent to 5.16 percent, suggesting a stronger outlook for top line expansion.
- Net Profit Margin has improved from 10.61 percent to 11.98 percent, implying better anticipated profitability and operating efficiency.
- The future P/E multiple has fallen meaningfully from 20.65x to 17.59x, signaling more conservative valuation assumptions despite the improved fundamentals.
Disclaimer
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