Reported Earnings • Apr 17
First quarter 2026 earnings released: EPS: CN¥0.98 (vs CN¥0.31 in 1Q 2025) First quarter 2026 results: EPS: CN¥0.98 (up from CN¥0.31 in 1Q 2025). Revenue: CN¥283.9m (up 121% from 1Q 2025). Net income: CN¥82.5m (up 222% from 1Q 2025). Profit margin: 29% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Apr 16
New major risk - Revenue and earnings growth Earnings have declined by 3.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 3.3% per year over the past 5 years. Anuncio • Mar 30
JHT Design Co.,Ltd. to Report Q1, 2026 Results on Apr 16, 2026 JHT Design Co.,Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026 Reported Earnings • Mar 12
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: CN¥3.05 (up from CN¥1.35 in FY 2024). Revenue: CN¥698.2m (up 72% from FY 2024). Net income: CN¥176.5m (up 125% from FY 2024). Profit margin: 25% (up from 19% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings. Anuncio • Mar 11
JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026 JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥170, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 41x in the Semiconductor industry in China. Total returns to shareholders of 129% over the past year. Anuncio • Dec 26
JHT Design Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 11, 2026 JHT Design Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 11, 2026 Valuation Update With 7 Day Price Move • Nov 04
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥123, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 42x in the Semiconductor industry in China. Total returns to shareholders of 47% over the past year. New Risk • Oct 29
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change). New Risk • Oct 14
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 7.6% 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. This is currently the only risk that has been identified for the company. Anuncio • Sep 30
JHT Design Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025 JHT Design Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥129, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 45x in the Semiconductor industry in China. Total returns to shareholders of 112% over the past year. Anuncio • Jun 30
JHT Design Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025 JHT Design Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025 Reported Earnings • Apr 23
First quarter 2025 earnings released: EPS: CN¥0.45 (vs CN¥0.25 in 1Q 2024) First quarter 2025 results: EPS: CN¥0.45 (up from CN¥0.25 in 1Q 2024). Revenue: CN¥128.6m (up 45% from 1Q 2024). Net income: CN¥25.7m (up 72% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥83.12, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 63x in the Semiconductor industry in China. Total returns to shareholders of 30% over the past year. Anuncio • Mar 28
JHT Design Co.,Ltd. to Report Q1, 2025 Results on Apr 19, 2025 JHT Design Co.,Ltd. announced that they will report Q1, 2025 results on Apr 19, 2025 Reported Earnings • Mar 19
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: CN¥1.35 (down from CN¥1.47 in FY 2023). Revenue: CN¥406.7m (up 17% from FY 2023). Net income: CN¥78.5m (down 7.4% from FY 2023). Profit margin: 19% (down from 24% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China. Anuncio • Mar 19
JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025 JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China Anuncio • Dec 27
JHT Design Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 19, 2025 JHT Design Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 19, 2025 Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥91.99, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 40x in the Semiconductor industry in China. Total loss to shareholders of 3.9% over the past year. Reported Earnings • Oct 29
Third quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.33 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.09 (down from CN¥0.33 in 3Q 2023). Revenue: CN¥73.2m (down 9.1% from 3Q 2023). Net income: CN¥5.25m (down 74% from 3Q 2023). Profit margin: 7.2% (down from 25% in 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to CN¥83.72, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 33x in the Semiconductor industry in China. Negligible returns to shareholders over past year. Anuncio • Sep 30
JHT Design Co.,Ltd. to Report Q3, 2024 Results on Oct 19, 2024 JHT Design Co.,Ltd. announced that they will report Q3, 2024 results on Oct 19, 2024 Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥67.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 21% over the past year. Anuncio • Aug 23
JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million. JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million on August 20, 2024. A cash consideration of CNY 19.99 million will be paid by JHT Design Co.,Ltd. The deal has been unanimously approved by the board. Reported Earnings • Aug 01
Second quarter 2024 earnings released: EPS: CN¥0.43 (vs CN¥0.22 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.43 (up from CN¥0.22 in 2Q 2023). Revenue: CN¥94.6m (up 12% from 2Q 2023). Net income: CN¥24.8m (up 90% from 2Q 2023). Profit margin: 26% (up from 15% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China. Anuncio • Jun 29
JHT Design Co.,Ltd. to Report First Half, 2024 Results on Aug 21, 2024 JHT Design Co.,Ltd. announced that they will report first half, 2024 results on Aug 21, 2024 Anuncio • Apr 29
JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024 JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China Reported Earnings • Apr 28
First quarter 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.64 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.25 (down from CN¥0.64 in 1Q 2023). Revenue: CN¥88.6m (down 13% from 1Q 2023). Net income: CN¥14.9m (down 53% from 1Q 2023). Profit margin: 17% (down from 31% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China. Anuncio • Mar 29
JHT Design Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024 JHT Design Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024 Anuncio • Jan 25
JHT Design Co.,Ltd. (SHSE:603061) announces an Equity Buyback for CNY 50 million worth of its shares. JHT Design Co.,Ltd. (SHSE:603061) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The shares will be repurchased at a price not more than CNY 75 per share. The purpose of repurchase program is to safeguard the company's value and shareholders' rights and interests. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be made from company's own funds. The authorization will be valid for a period of 3 months. Valuation Update With 7 Day Price Move • Jan 02
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥94.98, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 34x in the Semiconductor industry in China. Anuncio • Dec 30
JHT Design Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024 JHT Design Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024 Valuation Update With 7 Day Price Move • Nov 09
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥96.92, the stock trades at a trailing P/E ratio of 69.6x. Average trailing P/E is 74x in the Semiconductor industry in China. New Risk • Nov 03
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 6.3% 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 High level of non-cash earnings (51% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (24% net profit margin). New Risk • Nov 01
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 24% Last year net profit margin: 36% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (24% net profit margin). Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.85 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.85 in 3Q 2022). Revenue: CN¥82.5m (down 23% from 3Q 2022). Net income: CN¥7.76m (down 80% from 3Q 2022). Profit margin: 9.4% (down from 36% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Reported Earnings • Aug 29
Second quarter 2023 earnings released Second quarter 2023 results: EPS: CN¥0.22. Net income: CN¥13.1m (up CN¥13.1m from 2Q 2022). Anuncio • Jun 28
JHT Design Co.,Ltd. to Report First Half, 2023 Results on Aug 29, 2023 JHT Design Co.,Ltd. announced that they will report first half, 2023 results on Aug 29, 2023 Valuation Update With 7 Day Price Move • May 10
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥114, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 62x in the Semiconductor industry in China. Reported Earnings • Apr 26
First quarter 2023 earnings released First quarter 2023 results: EPS: CN¥0.64. Net income: CN¥31.9m (up CN¥31.9m from 1Q 2022). Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥141, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 68x in the Semiconductor industry in China.