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1929: Interim Dividend Will Drive Future Re Rating Prospects

1929: Future Profit Margins And Discount Rates Will Drive Upside Potential

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1929
AnalystConsensusTarget
Not Invested
Published 01 Dec 2024

Update shared on 17 Dec 2025

Fair value Decreased 0.07%
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AnalystConsensusTarget's Fair Value
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1Y
92.1%
7D
-3.2%

Analysts have slightly lowered their fair value estimate for Chow Tai Fook Jewellery Group to HK$17.75 from HK$17.76, reflecting modestly softer assumptions for revenue growth and profit margins that are only partly offset by a higher expected future P/E multiple.

What's in the News

  • Declared an interim dividend of HKD 0.22 per share for the six months ended 30 September 2025, with an ex dividend date on 15 December 2025, record date on 17 December 2025, and payment on 24 December 2025 (Key Developments)
  • Scheduled a board meeting on 25 November 2025 to review interim results for the six months ended 30 September 2025 and to consider the declaration of an interim dividend and other business matters (Key Developments)

Valuation Changes

  • Fair Value Estimate has edged down slightly to HK$17.75 from HK$17.76 per share.
  • Discount Rate has risen slightly to 9.27 percent from 9.02 percent, reflecting a modestly higher required return.
  • Revenue Growth assumption has been trimmed slightly to about 4.95 percent from 5.16 percent.
  • Net Profit Margin forecast has been reduced moderately to about 11.56 percent from 11.98 percent.
  • Future P/E multiple assumption has risen slightly to about 18.45x from 17.59x, partly offsetting the softer operating assumptions.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.