View Future GrowthLets Holdings Group 過去の業績過去 基準チェック /46Lets Holdings Groupの収益は年間平均-39.5%の割合で減少していますが、 Basic Materials業界の収益は年間 減少しています。収益は年間20.8% 16.5%割合で 減少しています。 Lets Holdings Groupの自己資本利益率は1.2%であり、純利益率は2%です。主要情報-39.48%収益成長率-39.50%EPS成長率Basic Materials 業界の成長3.33%収益成長率-16.52%株主資本利益率1.23%ネット・マージン1.97%次回の業績アップデート25 Aug 2026最近の業績更新お知らせ • Jun 30Lets Holdings Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Lets Holdings Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026お知らせ • Mar 31Lets Holdings Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Lets Holdings Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31Lets Holdings Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Lets Holdings Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026お知らせ • Sep 30Lets Holdings Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Lets Holdings Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Jul 02Lets Holdings Group Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Lets Holdings Group Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • Mar 31Lets Holdings Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Lets Holdings Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025すべての更新を表示Recent updatesお知らせ • Jun 30Lets Holdings Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Lets Holdings Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026お知らせ • Jun 05Lets Holdings Group Co., Ltd. Announces 2025 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 10 June 2026Lets Holdings Group Co., Ltd. announced 2025 final profit distribution plan to be implemented (A shares): Cash dividend per 10 shares (tax included): CNY 0.80000000. Record date: 09 June 2026. Ex-date: 10 June 2026, Payment date: 10 June 2026.Declared Dividend • Jun 05Dividend of CN¥0.08 announcedDividend of CN¥0.08 is the same as last year. Ex-date: 10th June 2026 Payment date: 10th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 4.8% 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 31% to bring the payout ratio under control. However, EPS has declined by 35% over the last 5 years so the company would need to reverse this trend.お知らせ • Apr 28Lets Holdings Group Co., Ltd., Annual General Meeting, May 18, 2026Lets Holdings Group Co., Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian Chinaお知らせ • Mar 31Lets Holdings Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Lets Holdings Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31Lets Holdings Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Lets Holdings Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026お知らせ • Sep 30Lets Holdings Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Lets Holdings Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Sep 18Lets Holdings Group Co., Ltd. Announces Board AppointmentsLets Holdings Group Co., Ltd. at its EGM, held on September 16, 2025, approved the appointment of Wang Fengzhou as independent directors, and Pan Zhifeng as non-independent directors.お知らせ • Jul 02Lets Holdings Group Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Lets Holdings Group Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • Apr 28Lets Holdings Group Co., Ltd., Annual General Meeting, May 16, 2025Lets Holdings Group Co., Ltd., Annual General Meeting, May 16, 2025, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian Chinaお知らせ • Mar 31Lets Holdings Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Lets Holdings Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 31Lets Holdings Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Lets Holdings Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025New Risk • Nov 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.3% net profit margin).Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.039 (vs CN¥0.06 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.039 (down from CN¥0.06 in 3Q 2023). Revenue: CN¥670.1m (down 30% from 3Q 2023). Net income: CN¥23.5m (down 45% from 3Q 2023). Profit margin: 3.5% (down from 4.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥4.08, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Basic Materials industry in China. Total loss to shareholders of 28% over the past three years.お知らせ • Sep 30Lets Holdings Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Lets Holdings Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024New Risk • Aug 29New 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 Dividend is not well covered by cash flows (214% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin).Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.041 (vs CN¥0.11 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.041 (down from CN¥0.11 in 2Q 2023). Revenue: CN¥658.3m (down 36% from 2Q 2023). Net income: CN¥30.5m (down 60% from 2Q 2023). Profit margin: 4.6% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 32% 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.お知らせ • Jun 29Lets Holdings Group Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024Lets Holdings Group Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024お知らせ • Jun 13Lets Holdings Group Co., Ltd. Implements 2023 Final Profit Distribution for A Shares, Payable on 17 June 2024Lets Holdings Group Co., Ltd. implemented 2023 final profit distribution plan for A shares. Cash dividend/10 shares (tax included) of CNY 0.80000000. Record date is 14 June 2024, ex-date is 17 June 2024 and payment date is 17 June 2024.Board Change • Jun 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Chunjiao Yang 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 • Apr 29First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.07 in 1Q 2023). Revenue: CN¥520.5m (down 33% from 1Q 2023). Net income: CN¥41.9m (down 13% from 1Q 2023). Profit margin: 8.0% (up from 6.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 19Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.30 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.30 in FY 2022). Revenue: CN¥3.06b (down 23% from FY 2022). Net income: CN¥158.9m (down 25% from FY 2022). Profit margin: 5.2% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Apr 16Lets Holdings Group Co., Ltd., Annual General Meeting, May 07, 2024Lets Holdings Group Co., Ltd., Annual General Meeting, May 07, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian Chinaお知らせ • Mar 30Lets Holdings Group Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Lets Holdings Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024お知らせ • Mar 08Lets Holdings Group Co., Ltd. (SZSE:002398) commences an Equity Buyback Plan for CNY 100 million worth of its shares, under the authorization approved on March 5, 2024.Lets Holdings Group Co., Ltd. (SZSE:002398) commences share repurchases on March 6, 2024, under the program mandated by the shareholders in the Annual General Meeting held on March 5, 2024. As per the mandate, the company is authorized to repurchase up to CNY 100 million worth of its shares. The repurchase price will not more than CNY 5.10 per Share. The repurchased shares will be used to cancel and reduce registered capital and subsequently implement employee stock ownership plans or equity incentive plans. The repurchases will be funded using company's own funds. The repurchase period will be not more than 3 months. As of February 19, 2024, the company had 713,622,908 shares outstanding.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥4.17, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Basic Materials industry in China. Total loss to shareholders of 43% over the past three years.お知らせ • Dec 30Lets Holdings Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 16, 2024Lets Holdings Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 16, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.06 (vs CN¥0.10 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.06 (down from CN¥0.10 in 3Q 2022). Revenue: CN¥952.7m (down 9.5% from 3Q 2022). Net income: CN¥42.4m (down 43% from 3Q 2022). Profit margin: 4.5% (down from 7.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0.11 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.11. Revenue: CN¥1.04b (down 7.9% from 2Q 2022). Net income: CN¥76.8m (down 4.1% from 2Q 2022). Profit margin: 7.4% (up from 7.1% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China.お知らせ • May 09Lets Holdings Group Co., Ltd. Approves Final Cash Dividend for A Shares for the Year 2022, Payable on 12 May 2023Lets Holdings Group Co., Ltd. approved final Cash dividend/10 shares (tax included) of CNY 0.80000000 for A shares for the year 2022. Record date is 11 May 2023. Ex-date is 12 May 2023. Payment date is 12 May 2023.Reported Earnings • Mar 29Full year 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.38 in FY 2021)Full year 2022 results: EPS: CN¥0.30 (down from CN¥0.38 in FY 2021). Revenue: CN¥3.95b (down 20% from FY 2021). Net income: CN¥210.8m (down 23% from FY 2021). Profit margin: 5.3% (down from 5.5% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Basic Materials industry in China.Board Change • Oct 31High number of new directorsIndependent Director Chunjiao Yang was the last director to join the board, commencing their role in 2022.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥1.05b (down 18% from 3Q 2021). Net income: CN¥73.8m (down 9.8% from 3Q 2021). Profit margin: 7.0% (up from 6.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Basic Materials industry in China.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.11 (vs CN¥0.11 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.11. Revenue: CN¥1.12b (down 19% from 2Q 2021). Net income: CN¥80.1m (up 2.3% from 2Q 2021). Profit margin: 7.1% (up from 5.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 33%, compared to a 16% growth forecast for the Basic Materials industry in China.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥6.95, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Basic Materials industry in China. Total returns to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.61 per share.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.08 (vs CN¥0.10 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.08 (down from CN¥0.10 in 1Q 2021). Revenue: CN¥882.6m (flat on 1Q 2021). Net income: CN¥55.5m (down 23% from 1Q 2021). Profit margin: 6.3% (down from 8.1% in 1Q 2021).Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Xiangyi Lin was the last director to join the board, commencing their role in 2019. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.52, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Basic Materials industry in China. Total loss to shareholders of 7.0% over the past year.Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.38 (down from CN¥0.54 in FY 2020). Revenue: CN¥4.92b (up 27% from FY 2020). Net income: CN¥271.4m (down 27% from FY 2020). Profit margin: 5.5% (down from 9.6% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 26%, compared to a 14% growth forecast for the industry in China.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.16 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥1.29b (up 22% from 3Q 2020). Net income: CN¥81.8m (down 25% from 3Q 2020). Profit margin: 6.4% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses.Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.17 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.39b (up 31% from 2Q 2020). Net income: CN¥78.3m (down 36% from 2Q 2020). Profit margin: 5.7% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.10 (vs CN¥0.08 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥890.8m (up 97% from 1Q 2020). Net income: CN¥72.2m (up 36% from 1Q 2020). Profit margin: 8.1% (down from 12% in 1Q 2020). The decrease in margin was driven by higher expenses.Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.54 (vs CN¥0.58 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥3.87b (up 14% from FY 2019). Net income: CN¥372.5m (down 7.5% from FY 2019). Profit margin: 9.6% (down from 12% in FY 2019). The decrease in margin was driven by higher expenses.収支内訳Lets Holdings Group 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XSEC:002398 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 262,2934537012531 Dec 252,3735437213030 Sep 252,5725137312730 Jun 252,6334339012731 Mar 252,6264439113131 Dec 242,6174939713730 Sep 242,6718837915030 Jun 242,74410639116331 Mar 242,93915339917031 Dec 233,05815940517230 Sep 233,12516939818530 Jun 233,43420038918831 Mar 233,70420440118701 Jan 233,94721141318830 Sep 224,41324940618830 Jun 224,64825742819231 Mar 224,91025543819431 Dec 214,91827243518830 Sep 214,86432142918230 Jun 214,63634841416931 Mar 214,30839238115931 Dec 203,87137236415230 Sep 203,60637537315430 Jun 203,42337137914731 Mar 203,24136639613531 Dec 193,39440241612430 Sep 193,1853574249530 Jun 193,0423383908731 Mar 192,8672913718931 Dec 182,7162493528330 Sep 182,5512613147430 Jun 182,3312302947431 Mar 182,1122082794931 Dec 171,9981912744230 Sep 171,7851722712130 Jun 171,645159279031 Mar 171,491159270031 Dec 161,385167271030 Sep 161,298168265030 Jun 161,257179270031 Mar 161,299194272031 Dec 151,345202274030 Sep 151,4612152810質の高い収益: 002398は 高品質の収益 を持っています。利益率の向上: 002398の現在の純利益率 (2%)は、昨年(1.7%)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: 002398の収益は過去 5 年間で年間39.5%減少しました。成長の加速: 002398の過去 1 年間の収益成長率 ( 1.9% ) は、5 年間の平均 ( 年間-39.5%を上回っています。収益対業界: 002398の過去 1 年間の収益成長率 ( 1.9% ) はBasic Materials業界-7.4%を上回りました。株主資本利益率高いROE: 002398の 自己資本利益率 ( 1.2% ) 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7D1Y7D1Y7D1YMaterials 、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2026/07/03 18:12終値2026/07/03 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Lets Holdings Group Co., Ltd. 0 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null nullChina International Capital Corporation LimitedYan ChenChina International Capital Corporation LimitedHaowu ChenEverbright Securities Co. Ltd.6 その他のアナリストを表示
お知らせ • Jun 30Lets Holdings Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Lets Holdings Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
お知らせ • Mar 31Lets Holdings Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Lets Holdings Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31Lets Holdings Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Lets Holdings Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
お知らせ • Sep 30Lets Holdings Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Lets Holdings Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jul 02Lets Holdings Group Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Lets Holdings Group Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • Mar 31Lets Holdings Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Lets Holdings Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Jun 30Lets Holdings Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Lets Holdings Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
お知らせ • Jun 05Lets Holdings Group Co., Ltd. Announces 2025 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 10 June 2026Lets Holdings Group Co., Ltd. announced 2025 final profit distribution plan to be implemented (A shares): Cash dividend per 10 shares (tax included): CNY 0.80000000. Record date: 09 June 2026. Ex-date: 10 June 2026, Payment date: 10 June 2026.
Declared Dividend • Jun 05Dividend of CN¥0.08 announcedDividend of CN¥0.08 is the same as last year. Ex-date: 10th June 2026 Payment date: 10th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 4.8% 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 31% to bring the payout ratio under control. However, EPS has declined by 35% over the last 5 years so the company would need to reverse this trend.
お知らせ • Apr 28Lets Holdings Group Co., Ltd., Annual General Meeting, May 18, 2026Lets Holdings Group Co., Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian China
お知らせ • Mar 31Lets Holdings Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Lets Holdings Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31Lets Holdings Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Lets Holdings Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
お知らせ • Sep 30Lets Holdings Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Lets Holdings Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Sep 18Lets Holdings Group Co., Ltd. Announces Board AppointmentsLets Holdings Group Co., Ltd. at its EGM, held on September 16, 2025, approved the appointment of Wang Fengzhou as independent directors, and Pan Zhifeng as non-independent directors.
お知らせ • Jul 02Lets Holdings Group Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Lets Holdings Group Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • Apr 28Lets Holdings Group Co., Ltd., Annual General Meeting, May 16, 2025Lets Holdings Group Co., Ltd., Annual General Meeting, May 16, 2025, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian China
お知らせ • Mar 31Lets Holdings Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Lets Holdings Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 31Lets Holdings Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Lets Holdings Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
New Risk • Nov 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.3% net profit margin).
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.039 (vs CN¥0.06 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.039 (down from CN¥0.06 in 3Q 2023). Revenue: CN¥670.1m (down 30% from 3Q 2023). Net income: CN¥23.5m (down 45% from 3Q 2023). Profit margin: 3.5% (down from 4.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥4.08, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Basic Materials industry in China. Total loss to shareholders of 28% over the past three years.
お知らせ • Sep 30Lets Holdings Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Lets Holdings Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
New Risk • Aug 29New 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 Dividend is not well covered by cash flows (214% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin).
Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.041 (vs CN¥0.11 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.041 (down from CN¥0.11 in 2Q 2023). Revenue: CN¥658.3m (down 36% from 2Q 2023). Net income: CN¥30.5m (down 60% from 2Q 2023). Profit margin: 4.6% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 32% 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.
お知らせ • Jun 29Lets Holdings Group Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024Lets Holdings Group Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024
お知らせ • Jun 13Lets Holdings Group Co., Ltd. Implements 2023 Final Profit Distribution for A Shares, Payable on 17 June 2024Lets Holdings Group Co., Ltd. implemented 2023 final profit distribution plan for A shares. Cash dividend/10 shares (tax included) of CNY 0.80000000. Record date is 14 June 2024, ex-date is 17 June 2024 and payment date is 17 June 2024.
Board Change • Jun 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Chunjiao Yang 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 • Apr 29First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.07 in 1Q 2023). Revenue: CN¥520.5m (down 33% from 1Q 2023). Net income: CN¥41.9m (down 13% from 1Q 2023). Profit margin: 8.0% (up from 6.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 19Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.30 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.30 in FY 2022). Revenue: CN¥3.06b (down 23% from FY 2022). Net income: CN¥158.9m (down 25% from FY 2022). Profit margin: 5.2% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 16Lets Holdings Group Co., Ltd., Annual General Meeting, May 07, 2024Lets Holdings Group Co., Ltd., Annual General Meeting, May 07, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Xiamen, Fujian China
お知らせ • Mar 30Lets Holdings Group Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Lets Holdings Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
お知らせ • Mar 08Lets Holdings Group Co., Ltd. (SZSE:002398) commences an Equity Buyback Plan for CNY 100 million worth of its shares, under the authorization approved on March 5, 2024.Lets Holdings Group Co., Ltd. (SZSE:002398) commences share repurchases on March 6, 2024, under the program mandated by the shareholders in the Annual General Meeting held on March 5, 2024. As per the mandate, the company is authorized to repurchase up to CNY 100 million worth of its shares. The repurchase price will not more than CNY 5.10 per Share. The repurchased shares will be used to cancel and reduce registered capital and subsequently implement employee stock ownership plans or equity incentive plans. The repurchases will be funded using company's own funds. The repurchase period will be not more than 3 months. As of February 19, 2024, the company had 713,622,908 shares outstanding.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥4.17, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Basic Materials industry in China. Total loss to shareholders of 43% over the past three years.
お知らせ • Dec 30Lets Holdings Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 16, 2024Lets Holdings Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 16, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.06 (vs CN¥0.10 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.06 (down from CN¥0.10 in 3Q 2022). Revenue: CN¥952.7m (down 9.5% from 3Q 2022). Net income: CN¥42.4m (down 43% from 3Q 2022). Profit margin: 4.5% (down from 7.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0.11 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.11. Revenue: CN¥1.04b (down 7.9% from 2Q 2022). Net income: CN¥76.8m (down 4.1% from 2Q 2022). Profit margin: 7.4% (up from 7.1% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China.
お知らせ • May 09Lets Holdings Group Co., Ltd. Approves Final Cash Dividend for A Shares for the Year 2022, Payable on 12 May 2023Lets Holdings Group Co., Ltd. approved final Cash dividend/10 shares (tax included) of CNY 0.80000000 for A shares for the year 2022. Record date is 11 May 2023. Ex-date is 12 May 2023. Payment date is 12 May 2023.
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.38 in FY 2021)Full year 2022 results: EPS: CN¥0.30 (down from CN¥0.38 in FY 2021). Revenue: CN¥3.95b (down 20% from FY 2021). Net income: CN¥210.8m (down 23% from FY 2021). Profit margin: 5.3% (down from 5.5% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Basic Materials industry in China.
Board Change • Oct 31High number of new directorsIndependent Director Chunjiao Yang was the last director to join the board, commencing their role in 2022.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥1.05b (down 18% from 3Q 2021). Net income: CN¥73.8m (down 9.8% from 3Q 2021). Profit margin: 7.0% (up from 6.4% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Basic Materials industry in China.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.11 (vs CN¥0.11 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.11. Revenue: CN¥1.12b (down 19% from 2Q 2021). Net income: CN¥80.1m (up 2.3% from 2Q 2021). Profit margin: 7.1% (up from 5.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 33%, compared to a 16% growth forecast for the Basic Materials industry in China.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥6.95, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Basic Materials industry in China. Total returns to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.61 per share.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.08 (vs CN¥0.10 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.08 (down from CN¥0.10 in 1Q 2021). Revenue: CN¥882.6m (flat on 1Q 2021). Net income: CN¥55.5m (down 23% from 1Q 2021). Profit margin: 6.3% (down from 8.1% in 1Q 2021).
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Xiangyi Lin was the last director to join the board, commencing their role in 2019. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥7.52, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Basic Materials industry in China. Total loss to shareholders of 7.0% over the past year.
Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.38 (down from CN¥0.54 in FY 2020). Revenue: CN¥4.92b (up 27% from FY 2020). Net income: CN¥271.4m (down 27% from FY 2020). Profit margin: 5.5% (down from 9.6% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 26%, compared to a 14% growth forecast for the industry in China.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.16 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥1.29b (up 22% from 3Q 2020). Net income: CN¥81.8m (down 25% from 3Q 2020). Profit margin: 6.4% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.17 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.39b (up 31% from 2Q 2020). Net income: CN¥78.3m (down 36% from 2Q 2020). Profit margin: 5.7% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.10 (vs CN¥0.08 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥890.8m (up 97% from 1Q 2020). Net income: CN¥72.2m (up 36% from 1Q 2020). Profit margin: 8.1% (down from 12% in 1Q 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.54 (vs CN¥0.58 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥3.87b (up 14% from FY 2019). Net income: CN¥372.5m (down 7.5% from FY 2019). Profit margin: 9.6% (down from 12% in FY 2019). The decrease in margin was driven by higher expenses.