View ValuationLu Thai Textile 将来の成長Future 基準チェック /16Lu Thai Textileは、6%と9%でそれぞれ年率6%で利益と収益が成長すると予測される一方、EPSはgrowで6.1%年率。主要情報6.0%収益成長率6.15%EPS成長率Luxury 収益成長17.3%収益成長率9.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日11 Jun 2026今後の成長に関する最新情報Price Target Changed • Nov 30Price target decreased by 8.8% to CN¥6.58Down from CN¥7.21, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥6.78. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.48 for next year compared to CN¥0.47 last year.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.77b to CN¥6.42b. EPS estimate also fell from CN¥0.748 per share to CN¥0.643 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Luxury industry in China. Consensus price target of CN¥6.83 unchanged from last update. Share price rose 2.5% to CN¥5.43 over the past week.Price Target Changed • May 06Price target decreased by 7.4% to CN¥7.21Down from CN¥7.79, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥6.39. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of CN¥0.77 for next year compared to CN¥0.47 last year.すべての更新を表示Recent updatesお知らせ • Jun 30Lu Thai Textile Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Lu Thai Textile Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026Declared Dividend • Jun 15Dividend of CN¥0.15 announcedShareholders will receive a dividend of CN¥0.15. Ex-date: 18th June 2026 Payment date: 18th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 6.1% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 11Lu Thai Textile Co., Ltd. Announces Profit Distribution Plan to Be Implemented on A Shares for the Year 2025, Payable on 18 June 2026Lu Thai Textile Co., Ltd. announced profit distribution plan to be implemented on A shares for the Year 2025 as Cash dividend/10 shares (tax included): CNY1.50000000. Record date is Record date: 17 June 2026. Ex-date is: 18 June 2026. Payment date is 18 June 2026.Reported Earnings • Apr 17Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥0.73 (up from CN¥0.50 in FY 2024). Revenue: CN¥5.90b (down 3.1% from FY 2024). Net income: CN¥593.6m (up 45% from FY 2024). Profit margin: 10% (up from 6.7% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) exceeded analyst estimates by 7.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Apr 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to CN¥6.69. The fair value is estimated to be CN¥8.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.お知らせ • Apr 17Lu Thai Textile Co., Ltd., Annual General Meeting, May 08, 2026Lu Thai Textile Co., Ltd., Annual General Meeting, May 08, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong Chinaお知らせ • Mar 31Lu Thai Textile Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Lu Thai Textile Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 31Lu Thai Textile Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026お知らせ • Sep 30Lu Thai Textile Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Lu Thai Textile Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.13 in 2Q 2024). Revenue: CN¥1.37b (down 5.1% from 2Q 2024). Net income: CN¥211.8m (up 109% from 2Q 2024). Profit margin: 15% (up from 7.0% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Jul 02Lu Thai Textile Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Lu Thai Textile Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025Declared Dividend • Jun 15Dividend of CN¥0.10 announcedShareholders will receive a dividend of CN¥0.10. Ex-date: 20th June 2025 Payment date: 20th June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 11Lu Thai Textile Co., Ltd. Announces Executive ChangesLu Thai Textile Co., Ltd. at its EGM held on June 9, 2025, approved election of independent directors. Yu Mingtao, independent director; Zhu Beina, independent director; Quan Yuhua, independent director; Wei Jian, independent director.お知らせ • May 10Lu Thai Textile Co., Ltd. Approves Cash Dividend for 2024Lu Thai Textile Co., Ltd. at its Annual General Meeting held on 07 May 2025 approved the cash dividend of CNY 1.00000000 per 10 shares (tax included) for 2024.お知らせ • Apr 13Lu Thai Textile Co., Ltd. Proposes Final Cash Dividend on B Shares for 2024Lu Thai Textile Co., Ltd. announced on 10 April 2025 the profit distribution proposal for 2024 on B shares as Cash dividend/10 shares (tax included): CNY 1.00000000.お知らせ • Apr 11Lu Thai Textile Co., Ltd. Proposes Final Cash Dividend for 2024Lu Thai Textile Co., Ltd. announced on 10 April 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 1.00000000.New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Apr 10Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.50 (up from CN¥0.47 in FY 2023). Revenue: CN¥6.09b (up 2.2% from FY 2023). Net income: CN¥410.3m (up 1.7% from FY 2023). Profit margin: 6.7% (down from 6.8% in FY 2023). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Apr 10Lu Thai Textile Co., Ltd., Annual General Meeting, May 07, 2025Lu Thai Textile Co., Ltd., Annual General Meeting, May 07, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong Chinaお知らせ • Mar 31Lu Thai Textile Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Lu Thai Textile Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 31Lu Thai Textile Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2025Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2025分析記事 • Dec 20Is Lu Thai Textile (SZSE:000726) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Price Target Changed • Nov 30Price target decreased by 8.8% to CN¥6.58Down from CN¥7.21, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥6.78. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.48 for next year compared to CN¥0.47 last year.お知らせ • Nov 02+ 1 more updateLu Thai Textile Co., Ltd. Announces 2024 Interim Profit Distribution Plan to Be Implemented (A Shares), Payable on November 8, 2024Lu Thai Textile Co., Ltd. announced 2024 interim profit distribution plan to be implemented (A shares) is Cash dividend/10 shares CNY 1.00000000. Record date is November 07, 2024. Ex-date is November 8, 2024. The dividend will be payable on November 08, 2024.Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.13 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.13 in 3Q 2023). Revenue: CN¥1.57b (up 4.5% from 3Q 2023). Net income: CN¥118.3m (up 4.3% from 3Q 2023). Profit margin: 7.5% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.Buy Or Sell Opportunity • Oct 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CN¥6.51. The fair value is estimated to be CN¥5.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.分析記事 • Oct 15Investors Continue Waiting On Sidelines For Lu Thai Textile Co., Ltd. (SZSE:000726)When close to half the companies in China have price-to-earnings ratios (or "P/E's") above 32x, you may consider Lu...お知らせ • Sep 30Lu Thai Textile Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Lu Thai Textile Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥6.54, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.33 per share.Buy Or Sell Opportunity • Sep 30Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥6.54. The fair value is estimated to be CN¥5.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.77b to CN¥6.42b. EPS estimate also fell from CN¥0.748 per share to CN¥0.643 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Luxury industry in China. Consensus price target of CN¥6.83 unchanged from last update. Share price rose 2.5% to CN¥5.43 over the past week.New Risk • Sep 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.9% net profit margin).お知らせ • Aug 31Lu Thai Textile Co., Ltd. Announces Interim Dividend Distribution Proposal for the First Half of 2024Lu Thai Textile Co., Ltd. announced the profit distribution proposal (interim dividend) (tax included) of CNY 1 per ten shares for the first half of 2024.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.15 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.15 in 2Q 2023). Revenue: CN¥1.45b (down 1.0% from 2Q 2023). Net income: CN¥101.3m (down 20% from 2Q 2023). Profit margin: 7.0% (down from 8.6% in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury 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 fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Jul 05Lu Thai Textile Co., Ltd.'s (SZSE:000726) Intrinsic Value Is Potentially 29% Above Its Share PriceKey Insights Lu Thai Textile's estimated fair value is CN¥7.91 based on 2 Stage Free Cash Flow to Equity Lu Thai...Buy Or Sell Opportunity • Jul 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to CN¥6.19. The fair value is estimated to be CN¥7.86, 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 grown by 33%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.お知らせ • Jun 29Lu Thai Textile Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Lu Thai Textile Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024分析記事 • Jun 14Lu Thai Textile (SZSE:000726) Is Paying Out A Larger Dividend Than Last YearLu Thai Textile Co., Ltd. ( SZSE:000726 ) will increase its dividend from last year's comparable payment on the 19th of...Declared Dividend • Jun 14Dividend increased to CN¥0.13Dividend of CN¥0.13 is 30% higher than last year. Ex-date: 19th June 2024 Payment date: 19th June 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 91% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥7.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.04 per share.分析記事 • May 30Cautious Investors Not Rewarding Lu Thai Textile Co., Ltd.'s (SZSE:000726) Performance CompletelyWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 32x, you may consider Lu...Buy Or Sell Opportunity • May 23Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥6.28. The fair value is estimated to be CN¥7.93, 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 grown by 33%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.Price Target Changed • May 06Price target decreased by 7.4% to CN¥7.21Down from CN¥7.79, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥6.39. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of CN¥0.77 for next year compared to CN¥0.47 last year.分析記事 • May 03Some May Be Optimistic About Lu Thai Textile's (SZSE:000726) EarningsThe market for Lu Thai Textile Co., Ltd.'s ( SZSE:000726 ) shares didn't move much after it posted weak earnings...Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.11 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.08 (down from CN¥0.11 in 1Q 2023). Revenue: CN¥1.38b (flat on 1Q 2023). Net income: CN¥68.2m (down 29% from 1Q 2023). Profit margin: 4.9% (down from 6.9% in 1Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 13+ 1 more updateLu Thai Textile Co., Ltd., Annual General Meeting, May 15, 2024Lu Thai Textile Co., Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual report and its summary; and to transact such other business matters.Reported Earnings • Apr 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.47 (down from CN¥1.10 in FY 2022). Revenue: CN¥5.96b (down 14% from FY 2022). Net income: CN¥403.4m (down 58% from FY 2022). Profit margin: 6.8% (down from 14% in FY 2022). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 30Lu Thai Textile Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Lu Thai Textile Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to CN¥6.21. The fair value is estimated to be CN¥7.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.Buy Or Sell Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥5.60. The fair value is estimated to be CN¥7.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.Board Change • Jan 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Secretary, Controller of Financial Management Department & Director Keming Zhang was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 30Lu Thai Textile Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024お知らせ • Jul 01Lu Thai Textile Co., Ltd. to Report First Half, 2023 Results on Aug 19, 2023Lu Thai Textile Co., Ltd. announced that they will report first half, 2023 results on Aug 19, 2023お知らせ • Jun 21Lu Thai Textile Co., Ltd. (SZSE:200726) announces an Equity Buyback for CNY 200 million worth of its shares.Lu Thai Textile Co., Ltd. (SZSE:200726) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its B shares. The program will be valid for a period of 12 months.お知らせ • Jul 29Lu Thai Textile Co., Ltd. (SZSE:200726) commences an Equity Buyback, under the authorization approved on July 15, 2022.Lu Thai Textile Co., Ltd. (SZSE:200726) commences share repurchases on July 27, 2022, under the program mandated by the shareholders in the Extraordinary General Meeting held on July 15, 2022. As per the mandate, the company is authorized to repurchase its own domestically listed foreign B shares. The shares will be purchased at a price not exceeding HKD 4.8 per share. The purpose of the program is to safeguard the interests of the majority of investors, increase the earnings per share, maintain the company's value and improve the return on investment of the company's shareholders. The repurchased shares will be cancelled to reduce the company's registered capital. The program will be funded from company's own funds. The program will be valid for 12 months from the date of the shareholder's meeting.お知らせ • Jun 30Lu Thai Textile Co., Ltd. (SZSE:200726) announces an Equity Buyback for 30,000,000 shares, representing 3.38% for CNY 100 million.Lu Thai Textile Co., Ltd. (SZSE:200726) announces a share repurchase program. Under the program, the company will repurchase up to 30,000,000 shares, representing 3.38% of its share capital, for CNY 100 million . The repurchase will be funded by company's own funds. The purpose of the program is to reduce the company's registered capital, maintain the company's value by increasing earnings per share, and improve the company's shareholders' return on investment. The program will be valid for 12 months. As of June 22, 2022, the company had 887,941,035 shares in issue.お知らせ • Jun 17+ 1 more updateLu Thai Textile Co., Ltd. Announces Final Dividend on A Shares for the Year 2021, Payable on June 23, 2022Lu Thai Textile Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.70000000 on A shares for the year 2021. Record date is June 22, 2022. Ex-date is June 23, 2022. Payment date is June 23, 2022.お知らせ • Jun 11Lu Thai Textile Co., Ltd. Announces Board ChangesLu Thai Textile Co., Ltd. approved appointment of Xu Jianlv, Zheng Huisheng as non-independent directors. The company appointed Peng Yanli and Quan Yuhua as independent directors. The company elected Zhang Shougang and Liu Zilong as supervisors.お知らせ • May 24Lu Thai Textile Co., Ltd., Approves Cash Dividend for 2021Lu Thai Textile Co., Ltd., approved Cash dividend/10 shares (tax included): CNY 0.70000000 for 2021, at its AGM, held on May 20, 2022.お知らせ • May 02Lu Thai Textile Co., Ltd. Announces Final Cash Dividend Proposal on B Shares for 2021Lu Thai Textile Co., Ltd. announced on 29 April 2022 the final cash dividend proposal for 2021. Cash dividend/10 B shares (tax included): CNY 0.70000000.お知らせ • Feb 24Lu Thai Textile Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021お知らせ • Aug 15Li Jingquan agreed to acquire 59.9% stake in Xinjiang Luthai Fengshou Cotton Co., Ltd from Lu Thai Textile Co., Ltd. (SZSE:200726) for approximately CNY 200 million.Li Jingquan agreed to acquire 59.9% stake in Xinjiang Luthai Fengshou Cotton Co., Ltd from Lu Thai Textile Co., Ltd. (SZSE:200726) for approximately CNY 200 million on August 13, 2020. Li Jingquan will pay by its own raised funds, and shall pay in four installments from August 31, 2020 to July 31, 2022. Li Jingquan held 11.75% stake of Xinjiang Luthai Fengshou Cotton Co., Ltd before this transaction. As of December 31, 2019, Xinjiang Luthai Fengshou Cotton Co., Ltd had total assets of CNY 935 million, net assets of CNY 48.5 million, revenues of CNY 724 million and net profit of CNY 248.8 million. The transaction has been approved by the 16th meeting of the 9th directorate of the company.お知らせ • Aug 12Lu Thai Textile Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Lu Thai Textile Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020業績と収益の成長予測SZSE:000726 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20276,839597N/A924212/31/20266,5455518851,11323/31/20265,807539541767N/A12/31/20255,904594523712N/A9/30/20255,989625769892N/A6/30/20256,0876019101,057N/A3/31/20256,1614901,0771,258N/A12/31/20246,0914101,0271,244N/A9/30/20246,0193569641,455N/A6/30/20245,9513515301,158N/A3/31/20245,966376202985N/A12/31/20235,9614038855N/A9/30/20236,07560354854N/A6/30/20236,4497927471,453N/A3/31/20236,7379008531,401N/A1/1/20236,9389649181,422N/A9/30/20226,878796512833N/A6/30/20226,348588-12283N/A3/31/20225,8254321369N/A1/1/20225,238348-83348N/A9/30/20214,948249-93410N/A6/30/20214,68510719567N/A3/31/20214,49268-116411N/A12/31/20204,7519712594N/A9/30/20205,3604604151,033N/A6/30/20205,9036854001,176N/A3/31/20206,5098615931,322N/A12/31/20196,801952N/A1,086N/A9/30/20196,667813N/A789N/A6/30/20196,784846N/A852N/A3/31/20196,904847N/A1,257N/A12/31/20186,879812N/A1,430N/A9/30/20186,799834N/A1,363N/A6/30/20186,693823N/A1,425N/A3/31/20186,653841N/A1,230N/A12/31/20176,409841N/A1,071N/A9/30/20176,359822N/A1,054N/A6/30/20176,156859N/A1,095N/A3/31/20175,984817N/A1,056N/A12/31/20165,990809N/A1,315N/A9/30/20165,927744N/A1,285N/A6/30/20166,063712N/A1,229N/A3/31/20166,028710N/A1,308N/A12/31/20156,173712N/A1,028N/A9/30/20156,107797N/A1,103N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 000726の予測収益成長率 (年間6% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 000726の収益 ( 6% ) CN市場 ( 26.8% ) よりも低い成長が予測されています。高成長収益: 000726の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 000726の収益 ( 9% ) CN市場 ( 17% ) よりも低い成長が予測されています。高い収益成長: 000726の収益 ( 9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 000726の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/18 02:57終値2026/08/18 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lu Thai Textile Co., Ltd. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Jichuan LinChina International Capital Corporation LimitedJie ChenChina International Capital Corporation LimitedAndy LiuChina Stock Investment Research Co. Ltd. (DeepValue.online)9 その他のアナリストを表示
Price Target Changed • Nov 30Price target decreased by 8.8% to CN¥6.58Down from CN¥7.21, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥6.78. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.48 for next year compared to CN¥0.47 last year.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.77b to CN¥6.42b. EPS estimate also fell from CN¥0.748 per share to CN¥0.643 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Luxury industry in China. Consensus price target of CN¥6.83 unchanged from last update. Share price rose 2.5% to CN¥5.43 over the past week.
Price Target Changed • May 06Price target decreased by 7.4% to CN¥7.21Down from CN¥7.79, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥6.39. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of CN¥0.77 for next year compared to CN¥0.47 last year.
お知らせ • Jun 30Lu Thai Textile Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Lu Thai Textile Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
Declared Dividend • Jun 15Dividend of CN¥0.15 announcedShareholders will receive a dividend of CN¥0.15. Ex-date: 18th June 2026 Payment date: 18th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 6.1% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 11Lu Thai Textile Co., Ltd. Announces Profit Distribution Plan to Be Implemented on A Shares for the Year 2025, Payable on 18 June 2026Lu Thai Textile Co., Ltd. announced profit distribution plan to be implemented on A shares for the Year 2025 as Cash dividend/10 shares (tax included): CNY1.50000000. Record date is Record date: 17 June 2026. Ex-date is: 18 June 2026. Payment date is 18 June 2026.
Reported Earnings • Apr 17Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥0.73 (up from CN¥0.50 in FY 2024). Revenue: CN¥5.90b (down 3.1% from FY 2024). Net income: CN¥593.6m (up 45% from FY 2024). Profit margin: 10% (up from 6.7% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) exceeded analyst estimates by 7.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Apr 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to CN¥6.69. The fair value is estimated to be CN¥8.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
お知らせ • Apr 17Lu Thai Textile Co., Ltd., Annual General Meeting, May 08, 2026Lu Thai Textile Co., Ltd., Annual General Meeting, May 08, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
お知らせ • Mar 31Lu Thai Textile Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Lu Thai Textile Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 31Lu Thai Textile Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
お知らせ • Sep 30Lu Thai Textile Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Lu Thai Textile Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.13 in 2Q 2024). Revenue: CN¥1.37b (down 5.1% from 2Q 2024). Net income: CN¥211.8m (up 109% from 2Q 2024). Profit margin: 15% (up from 7.0% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 02Lu Thai Textile Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Lu Thai Textile Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
Declared Dividend • Jun 15Dividend of CN¥0.10 announcedShareholders will receive a dividend of CN¥0.10. Ex-date: 20th June 2025 Payment date: 20th June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 11Lu Thai Textile Co., Ltd. Announces Executive ChangesLu Thai Textile Co., Ltd. at its EGM held on June 9, 2025, approved election of independent directors. Yu Mingtao, independent director; Zhu Beina, independent director; Quan Yuhua, independent director; Wei Jian, independent director.
お知らせ • May 10Lu Thai Textile Co., Ltd. Approves Cash Dividend for 2024Lu Thai Textile Co., Ltd. at its Annual General Meeting held on 07 May 2025 approved the cash dividend of CNY 1.00000000 per 10 shares (tax included) for 2024.
お知らせ • Apr 13Lu Thai Textile Co., Ltd. Proposes Final Cash Dividend on B Shares for 2024Lu Thai Textile Co., Ltd. announced on 10 April 2025 the profit distribution proposal for 2024 on B shares as Cash dividend/10 shares (tax included): CNY 1.00000000.
お知らせ • Apr 11Lu Thai Textile Co., Ltd. Proposes Final Cash Dividend for 2024Lu Thai Textile Co., Ltd. announced on 10 April 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 1.00000000.
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Apr 10Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.50 (up from CN¥0.47 in FY 2023). Revenue: CN¥6.09b (up 2.2% from FY 2023). Net income: CN¥410.3m (up 1.7% from FY 2023). Profit margin: 6.7% (down from 6.8% in FY 2023). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 10Lu Thai Textile Co., Ltd., Annual General Meeting, May 07, 2025Lu Thai Textile Co., Ltd., Annual General Meeting, May 07, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
お知らせ • Mar 31Lu Thai Textile Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Lu Thai Textile Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 31Lu Thai Textile Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2025Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2025
分析記事 • Dec 20Is Lu Thai Textile (SZSE:000726) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Price Target Changed • Nov 30Price target decreased by 8.8% to CN¥6.58Down from CN¥7.21, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥6.78. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.48 for next year compared to CN¥0.47 last year.
お知らせ • Nov 02+ 1 more updateLu Thai Textile Co., Ltd. Announces 2024 Interim Profit Distribution Plan to Be Implemented (A Shares), Payable on November 8, 2024Lu Thai Textile Co., Ltd. announced 2024 interim profit distribution plan to be implemented (A shares) is Cash dividend/10 shares CNY 1.00000000. Record date is November 07, 2024. Ex-date is November 8, 2024. The dividend will be payable on November 08, 2024.
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.13 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.13 in 3Q 2023). Revenue: CN¥1.57b (up 4.5% from 3Q 2023). Net income: CN¥118.3m (up 4.3% from 3Q 2023). Profit margin: 7.5% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.
Buy Or Sell Opportunity • Oct 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CN¥6.51. The fair value is estimated to be CN¥5.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.
分析記事 • Oct 15Investors Continue Waiting On Sidelines For Lu Thai Textile Co., Ltd. (SZSE:000726)When close to half the companies in China have price-to-earnings ratios (or "P/E's") above 32x, you may consider Lu...
お知らせ • Sep 30Lu Thai Textile Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Lu Thai Textile Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥6.54, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.33 per share.
Buy Or Sell Opportunity • Sep 30Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥6.54. The fair value is estimated to be CN¥5.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.77b to CN¥6.42b. EPS estimate also fell from CN¥0.748 per share to CN¥0.643 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Luxury industry in China. Consensus price target of CN¥6.83 unchanged from last update. Share price rose 2.5% to CN¥5.43 over the past week.
New Risk • Sep 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.9% net profit margin).
お知らせ • Aug 31Lu Thai Textile Co., Ltd. Announces Interim Dividend Distribution Proposal for the First Half of 2024Lu Thai Textile Co., Ltd. announced the profit distribution proposal (interim dividend) (tax included) of CNY 1 per ten shares for the first half of 2024.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.15 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.15 in 2Q 2023). Revenue: CN¥1.45b (down 1.0% from 2Q 2023). Net income: CN¥101.3m (down 20% from 2Q 2023). Profit margin: 7.0% (down from 8.6% in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury 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 fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Jul 05Lu Thai Textile Co., Ltd.'s (SZSE:000726) Intrinsic Value Is Potentially 29% Above Its Share PriceKey Insights Lu Thai Textile's estimated fair value is CN¥7.91 based on 2 Stage Free Cash Flow to Equity Lu Thai...
Buy Or Sell Opportunity • Jul 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to CN¥6.19. The fair value is estimated to be CN¥7.86, 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 grown by 33%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
お知らせ • Jun 29Lu Thai Textile Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Lu Thai Textile Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
分析記事 • Jun 14Lu Thai Textile (SZSE:000726) Is Paying Out A Larger Dividend Than Last YearLu Thai Textile Co., Ltd. ( SZSE:000726 ) will increase its dividend from last year's comparable payment on the 19th of...
Declared Dividend • Jun 14Dividend increased to CN¥0.13Dividend of CN¥0.13 is 30% higher than last year. Ex-date: 19th June 2024 Payment date: 19th June 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 91% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥7.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.04 per share.
分析記事 • May 30Cautious Investors Not Rewarding Lu Thai Textile Co., Ltd.'s (SZSE:000726) Performance CompletelyWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 32x, you may consider Lu...
Buy Or Sell Opportunity • May 23Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥6.28. The fair value is estimated to be CN¥7.93, 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 grown by 33%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
Price Target Changed • May 06Price target decreased by 7.4% to CN¥7.21Down from CN¥7.79, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥6.39. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of CN¥0.77 for next year compared to CN¥0.47 last year.
分析記事 • May 03Some May Be Optimistic About Lu Thai Textile's (SZSE:000726) EarningsThe market for Lu Thai Textile Co., Ltd.'s ( SZSE:000726 ) shares didn't move much after it posted weak earnings...
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.11 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.08 (down from CN¥0.11 in 1Q 2023). Revenue: CN¥1.38b (flat on 1Q 2023). Net income: CN¥68.2m (down 29% from 1Q 2023). Profit margin: 4.9% (down from 6.9% in 1Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 13+ 1 more updateLu Thai Textile Co., Ltd., Annual General Meeting, May 15, 2024Lu Thai Textile Co., Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual report and its summary; and to transact such other business matters.
Reported Earnings • Apr 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.47 (down from CN¥1.10 in FY 2022). Revenue: CN¥5.96b (down 14% from FY 2022). Net income: CN¥403.4m (down 58% from FY 2022). Profit margin: 6.8% (down from 14% in FY 2022). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 30Lu Thai Textile Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Lu Thai Textile Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to CN¥6.21. The fair value is estimated to be CN¥7.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
Buy Or Sell Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥5.60. The fair value is estimated to be CN¥7.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.
Board Change • Jan 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Secretary, Controller of Financial Management Department & Director Keming Zhang was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 30Lu Thai Textile Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024
お知らせ • Jul 01Lu Thai Textile Co., Ltd. to Report First Half, 2023 Results on Aug 19, 2023Lu Thai Textile Co., Ltd. announced that they will report first half, 2023 results on Aug 19, 2023
お知らせ • Jun 21Lu Thai Textile Co., Ltd. (SZSE:200726) announces an Equity Buyback for CNY 200 million worth of its shares.Lu Thai Textile Co., Ltd. (SZSE:200726) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its B shares. The program will be valid for a period of 12 months.
お知らせ • Jul 29Lu Thai Textile Co., Ltd. (SZSE:200726) commences an Equity Buyback, under the authorization approved on July 15, 2022.Lu Thai Textile Co., Ltd. (SZSE:200726) commences share repurchases on July 27, 2022, under the program mandated by the shareholders in the Extraordinary General Meeting held on July 15, 2022. As per the mandate, the company is authorized to repurchase its own domestically listed foreign B shares. The shares will be purchased at a price not exceeding HKD 4.8 per share. The purpose of the program is to safeguard the interests of the majority of investors, increase the earnings per share, maintain the company's value and improve the return on investment of the company's shareholders. The repurchased shares will be cancelled to reduce the company's registered capital. The program will be funded from company's own funds. The program will be valid for 12 months from the date of the shareholder's meeting.
お知らせ • Jun 30Lu Thai Textile Co., Ltd. (SZSE:200726) announces an Equity Buyback for 30,000,000 shares, representing 3.38% for CNY 100 million.Lu Thai Textile Co., Ltd. (SZSE:200726) announces a share repurchase program. Under the program, the company will repurchase up to 30,000,000 shares, representing 3.38% of its share capital, for CNY 100 million . The repurchase will be funded by company's own funds. The purpose of the program is to reduce the company's registered capital, maintain the company's value by increasing earnings per share, and improve the company's shareholders' return on investment. The program will be valid for 12 months. As of June 22, 2022, the company had 887,941,035 shares in issue.
お知らせ • Jun 17+ 1 more updateLu Thai Textile Co., Ltd. Announces Final Dividend on A Shares for the Year 2021, Payable on June 23, 2022Lu Thai Textile Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.70000000 on A shares for the year 2021. Record date is June 22, 2022. Ex-date is June 23, 2022. Payment date is June 23, 2022.
お知らせ • Jun 11Lu Thai Textile Co., Ltd. Announces Board ChangesLu Thai Textile Co., Ltd. approved appointment of Xu Jianlv, Zheng Huisheng as non-independent directors. The company appointed Peng Yanli and Quan Yuhua as independent directors. The company elected Zhang Shougang and Liu Zilong as supervisors.
お知らせ • May 24Lu Thai Textile Co., Ltd., Approves Cash Dividend for 2021Lu Thai Textile Co., Ltd., approved Cash dividend/10 shares (tax included): CNY 0.70000000 for 2021, at its AGM, held on May 20, 2022.
お知らせ • May 02Lu Thai Textile Co., Ltd. Announces Final Cash Dividend Proposal on B Shares for 2021Lu Thai Textile Co., Ltd. announced on 29 April 2022 the final cash dividend proposal for 2021. Cash dividend/10 B shares (tax included): CNY 0.70000000.
お知らせ • Feb 24Lu Thai Textile Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021
お知らせ • Aug 15Li Jingquan agreed to acquire 59.9% stake in Xinjiang Luthai Fengshou Cotton Co., Ltd from Lu Thai Textile Co., Ltd. (SZSE:200726) for approximately CNY 200 million.Li Jingquan agreed to acquire 59.9% stake in Xinjiang Luthai Fengshou Cotton Co., Ltd from Lu Thai Textile Co., Ltd. (SZSE:200726) for approximately CNY 200 million on August 13, 2020. Li Jingquan will pay by its own raised funds, and shall pay in four installments from August 31, 2020 to July 31, 2022. Li Jingquan held 11.75% stake of Xinjiang Luthai Fengshou Cotton Co., Ltd before this transaction. As of December 31, 2019, Xinjiang Luthai Fengshou Cotton Co., Ltd had total assets of CNY 935 million, net assets of CNY 48.5 million, revenues of CNY 724 million and net profit of CNY 248.8 million. The transaction has been approved by the 16th meeting of the 9th directorate of the company.
お知らせ • Aug 12Lu Thai Textile Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Lu Thai Textile Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020