View ValuationJoeoneLtd 将来の成長Future 基準チェック /36JoeoneLtdは、32.5%と9.2%でそれぞれ年率32.5%で利益と収益が成長すると予測される一方、EPSはgrowで33%年率。主要情報32.5%収益成長率32.97%EPS成長率Luxury 収益成長18.8%収益成長率9.2%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26 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 30Joeone Co.,Ltd to Report First Half, 2026 Results on Aug 25, 2026Joeone Co.,Ltd announced that they will report first half, 2026 results on Aug 25, 2026Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥10.24, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Luxury industry in China. Total loss to shareholders of 1.1% over the past three years.Declared Dividend • May 30Dividend increased to CN¥0.50Dividend of CN¥0.50 is 67% higher than last year. Ex-date: 4th June 2026 Payment date: 4th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is not covered by earnings (168% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 86% to bring the payout ratio under control. EPS is expected to grow by 33% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Zuyun Xue 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 24Joeone Co.,Ltd, Annual General Meeting, May 15, 2026Joeone Co.,Ltd, Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: 5F, No. 1, Yilan Road, Siming District, Xiamen, Fujian Chinaお知らせ • Mar 30Joeone Co.,Ltd to Report Q1, 2026 Results on Apr 24, 2026Joeone Co.,Ltd announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Dec 26Joeone Co.,Ltd to Report Fiscal Year 2025 Results on Apr 24, 2026Joeone Co.,Ltd announced that they will report fiscal year 2025 results on Apr 24, 2026お知らせ • Sep 30Joeone Co.,Ltd to Report Q3, 2025 Results on Oct 29, 2025Joeone Co.,Ltd announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • Jun 30Joeone Co.,Ltd to Report First Half, 2025 Results on Aug 28, 2025Joeone Co.,Ltd announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Apr 25Joeone Co.,Ltd, Annual General Meeting, May 16, 2025Joeone Co.,Ltd, Annual General Meeting, May 16, 2025, at 14:00 China Standard Time. Location: 5F, No. 1, Yilan Road, Siming District, Xiamen, Fujian Chinaお知らせ • Mar 28Joeone Co.,Ltd to Report Q1, 2025 Results on Apr 25, 2025Joeone Co.,Ltd announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Dec 27Joeone Co.,Ltd to Report Fiscal Year 2024 Results on Apr 25, 2025Joeone Co.,Ltd announced that they will report fiscal year 2024 results on Apr 25, 2025New Risk • Oct 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 40% 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 • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.007 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.007 in 3Q 2023). Revenue: CN¥690.6m (down 6.3% from 3Q 2023). Net income: CN¥85.1m (up CN¥81.2m from 3Q 2023). Profit margin: 12% (up from 0.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% 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 increased by 34% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥8.15, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Luxury industry in China. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.11 per share.お知らせ • Sep 30Joeone Co.,Ltd to Report Q3, 2024 Results on Oct 29, 2024Joeone Co.,Ltd announced that they will report Q3, 2024 results on Oct 29, 2024Reported Earnings • Aug 28Second quarter 2024 earnings released: CN¥0.11 loss per share (vs CN¥0.008 loss in 2Q 2023)Second quarter 2024 results: CN¥0.11 loss per share (further deteriorated from CN¥0.008 loss in 2Q 2023). Revenue: CN¥635.7m (up 1.2% from 2Q 2023). Net loss: CN¥58.2m (loss widened CN¥53.4m from 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 fallen by 3% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 28Joeone Co.,Ltd to Report First Half, 2024 Results on Aug 28, 2024Joeone Co.,Ltd announced that they will report first half, 2024 results on Aug 28, 2024Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.17 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.17 in 1Q 2023). Revenue: CN¥939.8m (up 22% from 1Q 2023). Net income: CN¥108.2m (up 11% from 1Q 2023). Profit margin: 12% (down from 13% in 1Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 2 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 35% 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 27Joeone Co.,Ltd, Annual General Meeting, May 16, 2024Joeone Co.,Ltd, Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: 5F, No. 1, Yilan Road, Siming District, Xiamen, Fujian Chinaお知らせ • Mar 30Joeone Co.,Ltd to Report Q1, 2024 Results on Apr 26, 2024Joeone Co.,Ltd announced that they will report Q1, 2024 results on Apr 26, 2024Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CN¥8.81. The fair value is estimated to be CN¥11.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 74%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 258% in the next 2 years.Buy Or Sell Opportunity • Feb 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to CN¥7.83. The fair value is estimated to be CN¥10.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 74%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 258% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥9.15, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 6.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.17 per share.New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥12.11, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.28 per share.お知らせ • Dec 30Joeone Co.,Ltd to Report Fiscal Year 2023 Results on Apr 26, 2024Joeone Co.,Ltd announced that they will report fiscal year 2023 results on Apr 26, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.007 (vs CN¥0.029 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.007 (up from CN¥0.029 loss in 3Q 2022). Revenue: CN¥737.3m (up 11% from 3Q 2022). Net income: CN¥3.86m (up CN¥20.6m from 3Q 2022). Profit margin: 0.5% (up from net loss in 3Q 2022). Revenue is forecast to grow 14% 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, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Joeone Co.,Ltd to Report Q3, 2023 Results on Oct 31, 2023Joeone Co.,Ltd announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Aug 25Second quarter 2023 earnings released: CN¥0.008 loss per share (vs CN¥0.004 loss in 2Q 2022)Second quarter 2023 results: CN¥0.008 loss per share (further deteriorated from CN¥0.004 loss in 2Q 2022). Revenue: CN¥628.3m (up 21% from 2Q 2022). Net loss: CN¥4.80m (loss widened 89% from 2Q 2022). Revenue is forecast to grow 15% 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, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Buying Opportunity • Aug 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be CN¥12.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 61%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 592% in the next 2 years.New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (95% payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.17 (vs CN¥0.10 loss in 1Q 2022)First quarter 2023 results: EPS: CN¥0.17 (up from CN¥0.10 loss in 1Q 2022). Revenue: CN¥772.3m (flat on 1Q 2022). Net income: CN¥97.2m (up CN¥154.7m from 1Q 2022). Profit margin: 13% (up from net loss in 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.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. 5 non-independent directors. Independent Director Zhi Rong Mu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 27Third quarter 2022 earnings released: CN¥0.10 loss per share (vs CN¥0.12 loss in 3Q 2021)Third quarter 2022 results: CN¥0.10 loss per share (improved from CN¥0.12 loss in 3Q 2021). Revenue: CN¥664.4m (down 14% from 3Q 2021). Net loss: CN¥55.4m (loss narrowed 21% from 3Q 2021). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Board Change • Sep 10Less 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. 5 non-independent directors. Independent Director Zhi Rong Mu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 27Second quarter 2022 earnings released: CN¥0.004 loss per share (vs CN¥0.04 profit in 2Q 2021)Second quarter 2022 results: CN¥0.004 loss per share (down from CN¥0.04 profit in 2Q 2021). Revenue: CN¥520.9m (down 11% from 2Q 2021). Net loss: CN¥2.53m (down 111% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 24% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Board Change • Jun 11Less 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. 9 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Vice Chairman of the Board Jia Pin Chen was the last 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.Reported Earnings • Apr 27First quarter 2022 earnings released: CN¥0.10 loss per share (vs CN¥0.17 profit in 1Q 2021)First quarter 2022 results: CN¥0.10 loss per share (down from CN¥0.17 profit in 1Q 2021). Revenue: CN¥765.8m (down 5.6% from 1Q 2021). Net loss: CN¥57.5m (down 158% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Oct 28Third quarter 2021 earnings released: CN¥0.12 loss per share (vs CN¥0.12 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: CN¥775.9m (up 22% from 3Q 2020). Net loss: CN¥70.0m (down 200% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS CN¥0.04 (vs CN¥0.25 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥584.8m (up 7.8% from 2Q 2020). Net income: CN¥23.5m (down 84% from 2Q 2020). Profit margin: 4.0% (down from 26% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥13.93, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 24x in the Luxury industry in China. Total returns to shareholders of 14% over the past three years.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥811.4m (up 40% from 1Q 2020). Net income: CN¥99.0m (up 57% from 1Q 2020). Profit margin: 12% (up from 11% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 27New 90-day low: CN¥10.54The company is down 11% from its price of CN¥11.83 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.Is New 90 Day High Low • Dec 10New 90-day low: CN¥10.85The company is down 10.0% from its price of CN¥12.03 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 1.0% over the same period.Is New 90 Day High Low • Nov 23New 90-day high: CN¥13.50The company is up 42% from its price of CN¥9.49 on 25 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 1.0% over the same period.Valuation Update With 7 Day Price Move • Nov 23Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥13.50, the stock is trading at a trailing P/E ratio of 26.8x, up from the previous P/E ratio of 22.8x. This compares to an average P/E of 32x in the Luxury industry in China. Total returns to shareholders over the past three years are 17%.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥264.9m, down 53% from the prior year. Total revenue was CN¥2.59b over the last 12 months, down 8.6% from the prior year.業績と収益の成長予測XSSC:601566 - 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12/31/20273,563331N/A760112/31/20263,3033033370413/31/20263,027172510561N/A12/31/20252,975294374426N/A9/30/20253,045351297352N/A6/30/20253,102301215277N/A3/31/20253,136260171232N/A12/31/20243,181176200266N/A9/30/20243,183230228274N/A6/30/20243,230149353393N/A3/31/20243,223202478518N/A12/31/20233,055191549583N/A9/30/20232,807118426464N/A6/30/20232,73459446495N/A3/31/20232,62761326386N/A12/31/20222,620-93214270N/A9/30/20222,82927204285N/A6/30/20222,9411290173N/A3/31/20223,00538-10110N/A12/31/20213,05019575201N/A9/30/20213,08414624163N/A6/30/20212,94628698254N/A3/31/20212,904405195296N/A12/31/20202,672369165259N/A9/30/20202,593265196306N/A6/30/20202,626251169296N/A3/31/20202,636163134263N/A12/31/20192,857370N/A258N/A9/30/20192,836565N/A260N/A6/30/20192,826596N/A231N/A3/31/20192,787611N/A334N/A12/31/20182,733534N/A446N/A9/30/20182,703500N/A485N/A6/30/20182,687532N/A520N/A3/31/20182,648528N/A499N/A12/31/20172,565494N/A496N/A9/30/20172,512454N/A477N/A6/30/20172,427450N/A447N/A3/31/20172,351454N/A480N/A12/31/20162,271423N/A447N/A9/30/20162,197440N/A383N/A6/30/20162,215379N/A432N/A3/31/20162,278405N/A467N/A12/31/20152,257404N/A540N/A9/30/20152,175321N/A609N/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: 601566の予測収益成長率 (年間32.5% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 601566の収益 ( 32.5% ) はCN市場 ( 27.6% ) よりも速いペースで成長すると予測されています。高成長収益: 601566の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 601566の収益 ( 9.2% ) CN市場 ( 16.8% ) よりも低い成長が予測されています。高い収益成長: 601566の収益 ( 9.2% ) 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: 601566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2026/07/10 06:44終値2026/07/10 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Joeone Co.,Ltd 1 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。10 アナリスト機関Jichuan LinChina International Capital Corporation LimitedYunfeng LiuChina Stock Investment Research Co. Ltd. (DeepValue.online)Chongguang FengCitic Securities Co., Ltd.7 その他のアナリストを表示
お知らせ • Jun 30Joeone Co.,Ltd to Report First Half, 2026 Results on Aug 25, 2026Joeone Co.,Ltd announced that they will report first half, 2026 results on Aug 25, 2026
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥10.24, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Luxury industry in China. Total loss to shareholders of 1.1% over the past three years.
Declared Dividend • May 30Dividend increased to CN¥0.50Dividend of CN¥0.50 is 67% higher than last year. Ex-date: 4th June 2026 Payment date: 4th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is not covered by earnings (168% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 86% to bring the payout ratio under control. EPS is expected to grow by 33% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Zuyun Xue 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 24Joeone Co.,Ltd, Annual General Meeting, May 15, 2026Joeone Co.,Ltd, Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: 5F, No. 1, Yilan Road, Siming District, Xiamen, Fujian China
お知らせ • Mar 30Joeone Co.,Ltd to Report Q1, 2026 Results on Apr 24, 2026Joeone Co.,Ltd announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Dec 26Joeone Co.,Ltd to Report Fiscal Year 2025 Results on Apr 24, 2026Joeone Co.,Ltd announced that they will report fiscal year 2025 results on Apr 24, 2026
お知らせ • Sep 30Joeone Co.,Ltd to Report Q3, 2025 Results on Oct 29, 2025Joeone Co.,Ltd announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • Jun 30Joeone Co.,Ltd to Report First Half, 2025 Results on Aug 28, 2025Joeone Co.,Ltd announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Apr 25Joeone Co.,Ltd, Annual General Meeting, May 16, 2025Joeone Co.,Ltd, Annual General Meeting, May 16, 2025, at 14:00 China Standard Time. Location: 5F, No. 1, Yilan Road, Siming District, Xiamen, Fujian China
お知らせ • Mar 28Joeone Co.,Ltd to Report Q1, 2025 Results on Apr 25, 2025Joeone Co.,Ltd announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Dec 27Joeone Co.,Ltd to Report Fiscal Year 2024 Results on Apr 25, 2025Joeone Co.,Ltd announced that they will report fiscal year 2024 results on Apr 25, 2025
New Risk • Oct 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 40% 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 • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.007 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.007 in 3Q 2023). Revenue: CN¥690.6m (down 6.3% from 3Q 2023). Net income: CN¥85.1m (up CN¥81.2m from 3Q 2023). Profit margin: 12% (up from 0.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% 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 increased by 34% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥8.15, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Luxury industry in China. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.11 per share.
お知らせ • Sep 30Joeone Co.,Ltd to Report Q3, 2024 Results on Oct 29, 2024Joeone Co.,Ltd announced that they will report Q3, 2024 results on Oct 29, 2024
Reported Earnings • Aug 28Second quarter 2024 earnings released: CN¥0.11 loss per share (vs CN¥0.008 loss in 2Q 2023)Second quarter 2024 results: CN¥0.11 loss per share (further deteriorated from CN¥0.008 loss in 2Q 2023). Revenue: CN¥635.7m (up 1.2% from 2Q 2023). Net loss: CN¥58.2m (loss widened CN¥53.4m from 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 fallen by 3% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 28Joeone Co.,Ltd to Report First Half, 2024 Results on Aug 28, 2024Joeone Co.,Ltd announced that they will report first half, 2024 results on Aug 28, 2024
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.17 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.17 in 1Q 2023). Revenue: CN¥939.8m (up 22% from 1Q 2023). Net income: CN¥108.2m (up 11% from 1Q 2023). Profit margin: 12% (down from 13% in 1Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 2 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 35% 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 27Joeone Co.,Ltd, Annual General Meeting, May 16, 2024Joeone Co.,Ltd, Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: 5F, No. 1, Yilan Road, Siming District, Xiamen, Fujian China
お知らせ • Mar 30Joeone Co.,Ltd to Report Q1, 2024 Results on Apr 26, 2024Joeone Co.,Ltd announced that they will report Q1, 2024 results on Apr 26, 2024
Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CN¥8.81. The fair value is estimated to be CN¥11.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 74%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 258% in the next 2 years.
Buy Or Sell Opportunity • Feb 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to CN¥7.83. The fair value is estimated to be CN¥10.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 74%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 258% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥9.15, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 6.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.17 per share.
New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥12.11, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.28 per share.
お知らせ • Dec 30Joeone Co.,Ltd to Report Fiscal Year 2023 Results on Apr 26, 2024Joeone Co.,Ltd announced that they will report fiscal year 2023 results on Apr 26, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.007 (vs CN¥0.029 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.007 (up from CN¥0.029 loss in 3Q 2022). Revenue: CN¥737.3m (up 11% from 3Q 2022). Net income: CN¥3.86m (up CN¥20.6m from 3Q 2022). Profit margin: 0.5% (up from net loss in 3Q 2022). Revenue is forecast to grow 14% 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, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Joeone Co.,Ltd to Report Q3, 2023 Results on Oct 31, 2023Joeone Co.,Ltd announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Aug 25Second quarter 2023 earnings released: CN¥0.008 loss per share (vs CN¥0.004 loss in 2Q 2022)Second quarter 2023 results: CN¥0.008 loss per share (further deteriorated from CN¥0.004 loss in 2Q 2022). Revenue: CN¥628.3m (up 21% from 2Q 2022). Net loss: CN¥4.80m (loss widened 89% from 2Q 2022). Revenue is forecast to grow 15% 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, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Aug 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be CN¥12.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 61%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 592% in the next 2 years.
New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (95% payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.17 (vs CN¥0.10 loss in 1Q 2022)First quarter 2023 results: EPS: CN¥0.17 (up from CN¥0.10 loss in 1Q 2022). Revenue: CN¥772.3m (flat on 1Q 2022). Net income: CN¥97.2m (up CN¥154.7m from 1Q 2022). Profit margin: 13% (up from net loss in 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
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. 5 non-independent directors. Independent Director Zhi Rong Mu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 27Third quarter 2022 earnings released: CN¥0.10 loss per share (vs CN¥0.12 loss in 3Q 2021)Third quarter 2022 results: CN¥0.10 loss per share (improved from CN¥0.12 loss in 3Q 2021). Revenue: CN¥664.4m (down 14% from 3Q 2021). Net loss: CN¥55.4m (loss narrowed 21% from 3Q 2021). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Board Change • Sep 10Less 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. 5 non-independent directors. Independent Director Zhi Rong Mu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 27Second quarter 2022 earnings released: CN¥0.004 loss per share (vs CN¥0.04 profit in 2Q 2021)Second quarter 2022 results: CN¥0.004 loss per share (down from CN¥0.04 profit in 2Q 2021). Revenue: CN¥520.9m (down 11% from 2Q 2021). Net loss: CN¥2.53m (down 111% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 24% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Board Change • Jun 11Less 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. 9 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Vice Chairman of the Board Jia Pin Chen was the last 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.
Reported Earnings • Apr 27First quarter 2022 earnings released: CN¥0.10 loss per share (vs CN¥0.17 profit in 1Q 2021)First quarter 2022 results: CN¥0.10 loss per share (down from CN¥0.17 profit in 1Q 2021). Revenue: CN¥765.8m (down 5.6% from 1Q 2021). Net loss: CN¥57.5m (down 158% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Oct 28Third quarter 2021 earnings released: CN¥0.12 loss per share (vs CN¥0.12 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: CN¥775.9m (up 22% from 3Q 2020). Net loss: CN¥70.0m (down 200% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS CN¥0.04 (vs CN¥0.25 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥584.8m (up 7.8% from 2Q 2020). Net income: CN¥23.5m (down 84% from 2Q 2020). Profit margin: 4.0% (down from 26% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥13.93, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 24x in the Luxury industry in China. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥811.4m (up 40% from 1Q 2020). Net income: CN¥99.0m (up 57% from 1Q 2020). Profit margin: 12% (up from 11% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 27New 90-day low: CN¥10.54The company is down 11% from its price of CN¥11.83 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.
Is New 90 Day High Low • Dec 10New 90-day low: CN¥10.85The company is down 10.0% from its price of CN¥12.03 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 1.0% over the same period.
Is New 90 Day High Low • Nov 23New 90-day high: CN¥13.50The company is up 42% from its price of CN¥9.49 on 25 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 1.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 23Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥13.50, the stock is trading at a trailing P/E ratio of 26.8x, up from the previous P/E ratio of 22.8x. This compares to an average P/E of 32x in the Luxury industry in China. Total returns to shareholders over the past three years are 17%.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥264.9m, down 53% from the prior year. Total revenue was CN¥2.59b over the last 12 months, down 8.6% from the prior year.