View Future GrowthBros Eastern.Ltd 過去の業績過去 基準チェック /46Bros Eastern.Ltdの収益は年間平均-17.9%の割合で減少していますが、 Luxury業界の収益は年間 減少しています。収益は年間1.5% 1.6%割合で 増加しています。 Bros Eastern.Ltdの自己資本利益率は7.8%であり、純利益率は8.9%です。主要情報-17.87%収益成長率-18.47%EPS成長率Luxury 業界の成長2.76%収益成長率1.55%株主資本利益率7.76%ネット・マージン8.93%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Mar 30Bros Eastern.,Ltd to Report Q1, 2026 Results on Apr 28, 2026Bros Eastern.,Ltd announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26Bros Eastern.,Ltd to Report Fiscal Year 2025 Results on Apr 16, 2026Bros Eastern.,Ltd announced that they will report fiscal year 2025 results on Apr 16, 2026お知らせ • Sep 30Bros Eastern.,Ltd to Report Q3, 2025 Results on Oct 31, 2025Bros Eastern.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Bros Eastern.,Ltd to Report First Half, 2025 Results on Aug 15, 2025Bros Eastern.,Ltd announced that they will report first half, 2025 results on Aug 15, 2025お知らせ • Mar 28Bros Eastern.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Bros Eastern.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 27Bros Eastern.,Ltd to Report Fiscal Year 2024 Results on Apr 16, 2025Bros Eastern.,Ltd announced that they will report fiscal year 2024 results on Apr 16, 2025すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentThere 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. 8 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yongjiu Gai was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 16Bros Eastern.,Ltd, Annual General Meeting, May 12, 2026Bros Eastern.,Ltd, Annual General Meeting, May 12, 2026, at 14:00 China Standard Time. Location: 8F, No. 188, Yongjiang Avenue, Yinzhou District, Ningbo, Zhejiang Chinaお知らせ • Mar 30Bros Eastern.,Ltd to Report Q1, 2026 Results on Apr 28, 2026Bros Eastern.,Ltd announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26Bros Eastern.,Ltd to Report Fiscal Year 2025 Results on Apr 16, 2026Bros Eastern.,Ltd announced that they will report fiscal year 2025 results on Apr 16, 2026お知らせ • Sep 30Bros Eastern.,Ltd to Report Q3, 2025 Results on Oct 31, 2025Bros Eastern.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Bros Eastern.,Ltd to Report First Half, 2025 Results on Aug 15, 2025Bros Eastern.,Ltd announced that they will report first half, 2025 results on Aug 15, 2025お知らせ • Apr 16Bros Eastern.,Ltd, Annual General Meeting, May 09, 2025Bros Eastern.,Ltd, Annual General Meeting, May 09, 2025, at 14:00 China Standard Time. Location: 8F, No. 188, Yongjiang Avenue, Yinzhou District, Ningbo, Zhejiang Chinaお知らせ • Mar 28Bros Eastern.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Bros Eastern.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 27Bros Eastern.,Ltd to Report Fiscal Year 2024 Results on Apr 16, 2025Bros Eastern.,Ltd announced that they will report fiscal year 2024 results on Apr 16, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.19 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.19 in 3Q 2023). Revenue: CN¥2.09b (up 11% from 3Q 2023). Net income: CN¥179.9m (down 36% from 3Q 2023). Profit margin: 8.6% (down from 15% in 3Q 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 fallen by 35% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥5.30, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.22 per share.お知らせ • Sep 30Bros Eastern.,Ltd to Report Q3, 2024 Results on Oct 31, 2024Bros Eastern.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12. Revenue: CN¥2.15b (up 24% from 2Q 2023). Net income: CN¥152.5m (down 19% from 2Q 2023). Profit margin: 7.1% (down from 11% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China.お知らせ • Jun 28Bros Eastern.,Ltd to Report First Half, 2024 Results on Aug 27, 2024Bros Eastern.,Ltd announced that they will report first half, 2024 results on Aug 27, 2024Declared Dividend • Jun 01Dividend reduced to CN¥0.30Dividend of CN¥0.30 is 40% lower than last year. Ex-date: 5th June 2024 Payment date: 5th June 2024 Dividend yield will be 5.4%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (46% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.2% to bring the payout ratio under control. EPS is expected to grow by 97% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • May 04First quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.06 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.05 (down from CN¥0.06 in 1Q 2023). Revenue: CN¥1.83b (up 24% from 1Q 2023). Net income: CN¥80.3m (down 4.5% from 1Q 2023). Profit margin: 4.4% (down from 5.7% in 1Q 2023). Revenue is forecast to grow 7.2% 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 fallen by 5% per year whereas the company’s share price has fallen by 2% per year.Reported Earnings • Apr 19Full year 2023 earnings released: EPS: CN¥0.34 (vs CN¥1.06 in FY 2022)Full year 2023 results: EPS: CN¥0.34 (down from CN¥1.06 in FY 2022). Revenue: CN¥6.91b (down 1.1% from FY 2022). Net income: CN¥504.0m (down 68% from FY 2022). Profit margin: 7.3% (down from 22% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 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 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 16Bros Eastern.,Ltd, Annual General Meeting, May 10, 2024Bros Eastern.,Ltd, Annual General Meeting, May 10, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang Chinaお知らせ • Mar 29Bros Eastern.,Ltd to Report Q1, 2024 Results on Apr 30, 2024Bros Eastern.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024お知らせ • Dec 30Bros Eastern.,Ltd to Report Fiscal Year 2023 Results on Apr 16, 2024Bros Eastern.,Ltd announced that they will report fiscal year 2023 results on Apr 16, 2024Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.17 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.17 in 3Q 2022). Revenue: CN¥1.87b (up 6.2% from 3Q 2022). Net income: CN¥279.8m (up 7.0% from 3Q 2022). Profit margin: 15% (in line with 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30Bros Eastern.,Ltd to Report Q3, 2023 Results on Oct 31, 2023Bros Eastern.,Ltd announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.30 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.30 in 2Q 2022). Revenue: CN¥1.73b (down 13% from 2Q 2022). Net income: CN¥189.0m (down 56% from 2Q 2022). Profit margin: 11% (down from 22% in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Bros Eastern.,Ltd to Report First Half, 2023 Results on Aug 18, 2023Bros Eastern.,Ltd announced that they will report first half, 2023 results on Aug 18, 2023Reported Earnings • Apr 11Full year 2022 earnings released: EPS: CN¥1.08 (vs CN¥0.93 in FY 2021)Full year 2022 results: EPS: CN¥1.08 (up from CN¥0.93 in FY 2021). Revenue: CN¥6.99b (down 10% from FY 2021). Net income: CN¥1.60b (up 16% from FY 2021). Profit margin: 23% (up from 18% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥7.48, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.49 per share.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥6.61, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 107% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.30 per share.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Jianming Xia was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.17 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.17 in 3Q 2021). Revenue: CN¥1.76b (up 7.8% from 3Q 2021). Net income: CN¥261.6m (up 8.5% from 3Q 2021). Profit margin: 15% (in line with 3Q 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.22 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.30 (up from CN¥0.22 in 2Q 2021). Revenue: CN¥1.99b (down 2.8% from 2Q 2021). Net income: CN¥432.0m (up 32% from 2Q 2021). Profit margin: 22% (up from 16% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 31%, compared to a 22% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere 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. 5 experienced directors. 6 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Qian Yabin was the last independent director to join the board, commencing their role in 2017. 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 • Mar 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.94 (up from CN¥0.25 in FY 2020). Revenue: CN¥7.68b (up 25% from FY 2020). Net income: CN¥1.38b (up 278% from FY 2020). Profit margin: 18% (up from 6.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 18%, compared to a 44% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥7.46, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.65 per share.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.03 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.64b (up 5.7% from 3Q 2020). Net income: CN¥241.1m (up 464% from 3Q 2020). Profit margin: 15% (up from 2.8% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥6.61, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥3.71 per share.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.041 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥2.05b (up 61% from 2Q 2020). Net income: CN¥327.5m (up 404% from 2Q 2020). Profit margin: 16% (up from 5.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥6.15, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Luxury industry in China. Total returns to shareholders of 24% over the past three years.Reported Earnings • Apr 17Full year 2020 earnings released: EPS CN¥0.25 (vs CN¥0.20 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥6.13b (down 1.4% from FY 2019). Net income: CN¥378.7m (up 27% from FY 2019). Profit margin: 6.2% (up from 4.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 20New 90-day high: CN¥4.43The company is up 1.0% from its price of CN¥4.38 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury 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¥18.66 per share.Is New 90 Day High Low • Jan 27New 90-day low: CN¥3.87The company is down 5.0% from its price of CN¥4.06 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥18.65 per share.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥180.3m, down 33% from the prior year. Total revenue was CN¥5.83b over the last 12 months, down 3.0% from the prior year.Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 18% share price decline to CN¥4.06, the stock is trading at a trailing P/E ratio of 29x, down from the previous P/E ratio of 35.2x. This compares to an average P/E of 29x in the Luxury industry in China. Total return to shareholders over the past three years is a loss of 21%.Valuation Update With 7 Day Price Move • Oct 28Market pulls back on stock over the past weekAfter last week's 15% share price decline to CN¥4.44, the stock is trading at a trailing P/E ratio of 31.7x, down from the previous P/E ratio of 37.4x. This compares to an average P/E of 29x in the Luxury industry in China. Total return to shareholders over the past three years is a loss of 15%.Valuation Update With 7 Day Price Move • Oct 15Market bids up stock over the past weekAfter last week's 22% share price gain to CN¥4.49, the stock is trading at a trailing P/E ratio of 32.1x, up from the previous P/E ratio of 26.3x. This compares to an average P/E of 29x in the Luxury industry in China. Total return to shareholders over the past three years is a loss of 18%.Is New 90 Day High Low • Oct 14New 90-day high: CN¥4.08The company is up 15% from its price of CN¥3.56 on 16 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥19.26 per share.収支内訳Bros Eastern.Ltd の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XSSC:601339 収益、費用、利益 ( )CNY Millions日付収益収益G+A経費研究開発費31 Mar 268,1187253217731 Dec 257,8616563107630 Sep 257,5925473088430 Jun 257,5435673119531 Mar 257,83850332911331 Dec 247,94141033311230 Sep 247,89636435812130 Jun 247,68346435311231 Mar 247,26250035310531 Dec 236,9145043789930 Sep 236,3541,0774518030 Jun 236,2451,0594548731 Mar 236,5001,30246210031 Dec 226,9891,56343011230 Sep 227,9451,61739514330 Jun 227,8181,59740414631 Mar 227,8751,49240815431 Dec 217,7741,37140315230 Sep 217,51297938715930 Jun 217,42378038216131 Mar 216,64651836413031 Dec 206,13536636613730 Sep 205,83218042410430 Jun 205,98921043811431 Mar 206,06624644814431 Dec 196,22229847813730 Sep 196,00926944714030 Jun 195,92033643513731 Mar 196,17347343713331 Dec 185,99843842214030 Sep 185,94556641127530 Jun 185,83250539925431 Mar 185,91846241620731 Dec 175,95248843517530 Sep 175,9475943831730 Jun 175,914613450031 Mar 175,720619424031 Dec 165,472605434030 Sep 165,293488509030 Jun 165,140398475031 Mar 165,027344492031 Dec 155,016365479030 Sep 154,900350470030 Jun 154,7985004660質の高い収益: 601339は 高品質の収益 を持っています。利益率の向上: 601339の現在の純利益率 (8.9%)は、昨年(6.4%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 601339の収益は過去 5 年間で年間17.9%減少しました。成長の加速: 601339の過去 1 年間の収益成長率 ( 44.1% ) は、5 年間の平均 ( 年間-17.9%を上回っています。収益対業界: 601339の過去 1 年間の収益成長率 ( 44.1% ) はLuxury業界0.3%を上回りました。株主資本利益率高いROE: 601339の 自己資本利益率 ( 7.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health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2026/05/22 10:17終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Bros Eastern.,Ltd 5 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。9 アナリスト機関Jie ChenChina International Capital Corporation LimitedJichuan LinChina International Capital Corporation LimitedXiyuan SongChina International Capital Corporation Limited6 その他のアナリストを表示
お知らせ • Mar 30Bros Eastern.,Ltd to Report Q1, 2026 Results on Apr 28, 2026Bros Eastern.,Ltd announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26Bros Eastern.,Ltd to Report Fiscal Year 2025 Results on Apr 16, 2026Bros Eastern.,Ltd announced that they will report fiscal year 2025 results on Apr 16, 2026
お知らせ • Sep 30Bros Eastern.,Ltd to Report Q3, 2025 Results on Oct 31, 2025Bros Eastern.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Bros Eastern.,Ltd to Report First Half, 2025 Results on Aug 15, 2025Bros Eastern.,Ltd announced that they will report first half, 2025 results on Aug 15, 2025
お知らせ • Mar 28Bros Eastern.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Bros Eastern.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 27Bros Eastern.,Ltd to Report Fiscal Year 2024 Results on Apr 16, 2025Bros Eastern.,Ltd announced that they will report fiscal year 2024 results on Apr 16, 2025
Board Change • May 20Less than half of directors are independentThere 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. 8 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yongjiu Gai was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 16Bros Eastern.,Ltd, Annual General Meeting, May 12, 2026Bros Eastern.,Ltd, Annual General Meeting, May 12, 2026, at 14:00 China Standard Time. Location: 8F, No. 188, Yongjiang Avenue, Yinzhou District, Ningbo, Zhejiang China
お知らせ • Mar 30Bros Eastern.,Ltd to Report Q1, 2026 Results on Apr 28, 2026Bros Eastern.,Ltd announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26Bros Eastern.,Ltd to Report Fiscal Year 2025 Results on Apr 16, 2026Bros Eastern.,Ltd announced that they will report fiscal year 2025 results on Apr 16, 2026
お知らせ • Sep 30Bros Eastern.,Ltd to Report Q3, 2025 Results on Oct 31, 2025Bros Eastern.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Bros Eastern.,Ltd to Report First Half, 2025 Results on Aug 15, 2025Bros Eastern.,Ltd announced that they will report first half, 2025 results on Aug 15, 2025
お知らせ • Apr 16Bros Eastern.,Ltd, Annual General Meeting, May 09, 2025Bros Eastern.,Ltd, Annual General Meeting, May 09, 2025, at 14:00 China Standard Time. Location: 8F, No. 188, Yongjiang Avenue, Yinzhou District, Ningbo, Zhejiang China
お知らせ • Mar 28Bros Eastern.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Bros Eastern.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 27Bros Eastern.,Ltd to Report Fiscal Year 2024 Results on Apr 16, 2025Bros Eastern.,Ltd announced that they will report fiscal year 2024 results on Apr 16, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.19 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.19 in 3Q 2023). Revenue: CN¥2.09b (up 11% from 3Q 2023). Net income: CN¥179.9m (down 36% from 3Q 2023). Profit margin: 8.6% (down from 15% in 3Q 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 fallen by 35% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥5.30, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.22 per share.
お知らせ • Sep 30Bros Eastern.,Ltd to Report Q3, 2024 Results on Oct 31, 2024Bros Eastern.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12. Revenue: CN¥2.15b (up 24% from 2Q 2023). Net income: CN¥152.5m (down 19% from 2Q 2023). Profit margin: 7.1% (down from 11% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China.
お知らせ • Jun 28Bros Eastern.,Ltd to Report First Half, 2024 Results on Aug 27, 2024Bros Eastern.,Ltd announced that they will report first half, 2024 results on Aug 27, 2024
Declared Dividend • Jun 01Dividend reduced to CN¥0.30Dividend of CN¥0.30 is 40% lower than last year. Ex-date: 5th June 2024 Payment date: 5th June 2024 Dividend yield will be 5.4%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (46% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.2% to bring the payout ratio under control. EPS is expected to grow by 97% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • May 04First quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.06 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.05 (down from CN¥0.06 in 1Q 2023). Revenue: CN¥1.83b (up 24% from 1Q 2023). Net income: CN¥80.3m (down 4.5% from 1Q 2023). Profit margin: 4.4% (down from 5.7% in 1Q 2023). Revenue is forecast to grow 7.2% 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 fallen by 5% per year whereas the company’s share price has fallen by 2% per year.
Reported Earnings • Apr 19Full year 2023 earnings released: EPS: CN¥0.34 (vs CN¥1.06 in FY 2022)Full year 2023 results: EPS: CN¥0.34 (down from CN¥1.06 in FY 2022). Revenue: CN¥6.91b (down 1.1% from FY 2022). Net income: CN¥504.0m (down 68% from FY 2022). Profit margin: 7.3% (down from 22% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 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 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 16Bros Eastern.,Ltd, Annual General Meeting, May 10, 2024Bros Eastern.,Ltd, Annual General Meeting, May 10, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Ningbo, Zhejiang China
お知らせ • Mar 29Bros Eastern.,Ltd to Report Q1, 2024 Results on Apr 30, 2024Bros Eastern.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024
お知らせ • Dec 30Bros Eastern.,Ltd to Report Fiscal Year 2023 Results on Apr 16, 2024Bros Eastern.,Ltd announced that they will report fiscal year 2023 results on Apr 16, 2024
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.17 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.17 in 3Q 2022). Revenue: CN¥1.87b (up 6.2% from 3Q 2022). Net income: CN¥279.8m (up 7.0% from 3Q 2022). Profit margin: 15% (in line with 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30Bros Eastern.,Ltd to Report Q3, 2023 Results on Oct 31, 2023Bros Eastern.,Ltd announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.30 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.30 in 2Q 2022). Revenue: CN¥1.73b (down 13% from 2Q 2022). Net income: CN¥189.0m (down 56% from 2Q 2022). Profit margin: 11% (down from 22% in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Bros Eastern.,Ltd to Report First Half, 2023 Results on Aug 18, 2023Bros Eastern.,Ltd announced that they will report first half, 2023 results on Aug 18, 2023
Reported Earnings • Apr 11Full year 2022 earnings released: EPS: CN¥1.08 (vs CN¥0.93 in FY 2021)Full year 2022 results: EPS: CN¥1.08 (up from CN¥0.93 in FY 2021). Revenue: CN¥6.99b (down 10% from FY 2021). Net income: CN¥1.60b (up 16% from FY 2021). Profit margin: 23% (up from 18% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥7.48, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.49 per share.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥6.61, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 107% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.30 per share.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Jianming Xia was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.17 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.17 in 3Q 2021). Revenue: CN¥1.76b (up 7.8% from 3Q 2021). Net income: CN¥261.6m (up 8.5% from 3Q 2021). Profit margin: 15% (in line with 3Q 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.22 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.30 (up from CN¥0.22 in 2Q 2021). Revenue: CN¥1.99b (down 2.8% from 2Q 2021). Net income: CN¥432.0m (up 32% from 2Q 2021). Profit margin: 22% (up from 16% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 31%, compared to a 22% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere 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. 5 experienced directors. 6 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Qian Yabin was the last independent director to join the board, commencing their role in 2017. 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 • Mar 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.94 (up from CN¥0.25 in FY 2020). Revenue: CN¥7.68b (up 25% from FY 2020). Net income: CN¥1.38b (up 278% from FY 2020). Profit margin: 18% (up from 6.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 18%, compared to a 44% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥7.46, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.65 per share.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.03 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.64b (up 5.7% from 3Q 2020). Net income: CN¥241.1m (up 464% from 3Q 2020). Profit margin: 15% (up from 2.8% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥6.61, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥3.71 per share.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.041 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥2.05b (up 61% from 2Q 2020). Net income: CN¥327.5m (up 404% from 2Q 2020). Profit margin: 16% (up from 5.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥6.15, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Luxury industry in China. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Apr 17Full year 2020 earnings released: EPS CN¥0.25 (vs CN¥0.20 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥6.13b (down 1.4% from FY 2019). Net income: CN¥378.7m (up 27% from FY 2019). Profit margin: 6.2% (up from 4.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 20New 90-day high: CN¥4.43The company is up 1.0% from its price of CN¥4.38 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury 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¥18.66 per share.
Is New 90 Day High Low • Jan 27New 90-day low: CN¥3.87The company is down 5.0% from its price of CN¥4.06 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Luxury industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥18.65 per share.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥180.3m, down 33% from the prior year. Total revenue was CN¥5.83b over the last 12 months, down 3.0% from the prior year.
Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 18% share price decline to CN¥4.06, the stock is trading at a trailing P/E ratio of 29x, down from the previous P/E ratio of 35.2x. This compares to an average P/E of 29x in the Luxury industry in China. Total return to shareholders over the past three years is a loss of 21%.
Valuation Update With 7 Day Price Move • Oct 28Market pulls back on stock over the past weekAfter last week's 15% share price decline to CN¥4.44, the stock is trading at a trailing P/E ratio of 31.7x, down from the previous P/E ratio of 37.4x. This compares to an average P/E of 29x in the Luxury industry in China. Total return to shareholders over the past three years is a loss of 15%.
Valuation Update With 7 Day Price Move • Oct 15Market bids up stock over the past weekAfter last week's 22% share price gain to CN¥4.49, the stock is trading at a trailing P/E ratio of 32.1x, up from the previous P/E ratio of 26.3x. This compares to an average P/E of 29x in the Luxury industry in China. Total return to shareholders over the past three years is a loss of 18%.
Is New 90 Day High Low • Oct 14New 90-day high: CN¥4.08The company is up 15% from its price of CN¥3.56 on 16 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥19.26 per share.