View ValuationChina Jushi 将来の成長Future 基準チェック /46China Jushi利益と収益がそれぞれ年間28.8%と15.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.4% 28.7%なると予測されています。主要情報28.8%収益成長率28.69%EPS成長率Basic Materials 収益成長33.1%収益成長率15.6%将来の株主資本利益率20.36%アナリストカバレッジGood最終更新日03 Aug 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 updatesValuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥34.06, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Basic Materials industry in China. Total returns to shareholders of 148% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥60.05 per share.Buy Or Sell Opportunity • Jul 16Now 21% undervaluedOver the last 90 days, the stock has risen 42% to CN¥47.71. The fair value is estimated to be CN¥60.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 119% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥56.06, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Basic Materials industry in China. Total returns to shareholders of 334% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥60.65 per share.New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jun 30China Jushi Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026China Jushi Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026Buy Or Sell Opportunity • Jun 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 197% to CN¥74.12. The fair value is estimated to be CN¥60.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥45.77, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Basic Materials industry in China. Total returns to shareholders of 236% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥60.10 per share.Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥43.48, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Basic Materials industry in China. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥58.66 per share.Declared Dividend • May 23Dividend of CN¥0.19 announcedShareholders will receive a dividend of CN¥0.19. Ex-date: 27th May 2026 Payment date: 27th May 2026 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Huiping Zou was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Mar 30China Jushi Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026China Jushi Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Mar 19China Jushi Co., Ltd., Annual General Meeting, Apr 15, 2026China Jushi Co., Ltd., Annual General Meeting, Apr 15, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang Chinaお知らせ • Dec 26China Jushi Co., Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026China Jushi Co., Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026お知らせ • Sep 30China Jushi Co., Ltd. to Report Q3, 2025 Results on Oct 22, 2025China Jushi Co., Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025お知らせ • Jun 30China Jushi Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025China Jushi Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Jun 24China Jushi Co., Ltd.(SHSE:600176) dropped from Shanghai Stock Exchange 180 Value IndexChina Jushi Co., Ltd. has been removed from Shanghai Stock Exchange 180 Value Index .お知らせ • Mar 28China Jushi Co., Ltd. to Report Q1, 2025 Results on Apr 24, 2025China Jushi Co., Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025お知らせ • Mar 20China Jushi Co., Ltd., Annual General Meeting, Apr 11, 2025China Jushi Co., Ltd., Annual General Meeting, Apr 11, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang Chinaお知らせ • Dec 27China Jushi Co., Ltd. to Report Fiscal Year 2024 Results on Mar 20, 2025China Jushi Co., Ltd. announced that they will report fiscal year 2024 results on Mar 20, 2025Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 12% to CN¥11.29. The fair value is estimated to be CN¥14.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 89% in the next 2 years.Buy Or Sell Opportunity • Oct 29Now 21% undervaluedOver the last 90 days, the stock has risen 4.8% to CN¥11.15. The fair value is estimated to be CN¥14.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 91% in the next 2 years.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.15 in 3Q 2023). Revenue: CN¥3.89b (up 8.3% from 3Q 2023). Net income: CN¥571.9m (down 6.4% from 3Q 2023). Profit margin: 15% (down from 17% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 37% 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.Buy Or Sell Opportunity • Oct 09Now 21% undervaluedOver the last 90 days, the stock has risen 3.7% to CN¥10.92. The fair value is estimated to be CN¥13.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.お知らせ • Sep 30China Jushi Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024China Jushi Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥10.79, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Basic Materials industry in China. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.72 per share.Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.28 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.28 in 2Q 2023). Revenue: CN¥4.36b (up 4.8% from 2Q 2023). Net income: CN¥610.9m (down 47% from 2Q 2023). Profit margin: 14% (down from 28% in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 25% 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 28China Jushi Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024China Jushi Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024Declared Dividend • May 24Dividend of CN¥0.28 announcedShareholders will receive a dividend of CN¥0.28. Ex-date: 29th May 2024 Payment date: 29th May 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (267% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.088 (vs CN¥0.23 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.088 (down from CN¥0.23 in 1Q 2023). Revenue: CN¥3.38b (down 7.9% from 1Q 2023). Net income: CN¥350.3m (down 62% from 1Q 2023). Profit margin: 10% (down from 25% in 1Q 2023). Revenue is forecast to grow 13% 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 11% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Mar 29China Jushi Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024China Jushi Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Mar 20China Jushi Co., Ltd., Annual General Meeting, Apr 10, 2024China Jushi Co., Ltd., Annual General Meeting, Apr 10, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang ChinaReported Earnings • Mar 20Full year 2023 earnings released: EPS: CN¥0.76 (vs CN¥1.65 in FY 2022)Full year 2023 results: EPS: CN¥0.76 (down from CN¥1.65 in FY 2022). Revenue: CN¥14.9b (down 26% from FY 2022). Net income: CN¥3.04b (down 54% from FY 2022). Profit margin: 21% (down from 33% in FY 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Dec 29China Jushi Co., Ltd. to Report Fiscal Year 2023 Results on Mar 20, 2024China Jushi Co., Ltd. announced that they will report fiscal year 2023 results on Mar 20, 2024New Risk • Nov 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.0% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.0% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.15 (vs CN¥0.33 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.15 (down from CN¥0.33 in 3Q 2022). Revenue: CN¥3.60b (down 14% from 3Q 2022). Net income: CN¥610.9m (down 53% from 3Q 2022). Profit margin: 17% (down from 31% in 3Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Sep 30China Jushi Co., Ltd. to Report Q3, 2023 Results on Oct 24, 2023China Jushi Co., Ltd. announced that they will report Q3, 2023 results on Oct 24, 2023New Risk • Aug 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.8% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.8% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.59 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.28 (down from CN¥0.59 in 2Q 2022). Revenue: CN¥4.16b (down 39% from 2Q 2022). Net income: CN¥1.14b (down 52% from 2Q 2022). Profit margin: 28% (down from 35% in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Basic Materials 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 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28China Jushi Co., Ltd. to Report First Half, 2023 Results on Aug 18, 2023China Jushi Co., Ltd. announced that they will report first half, 2023 results on Aug 18, 2023Reported Earnings • Mar 21Full year 2022 earnings released: EPS: CN¥1.65 (vs CN¥1.51 in FY 2021)Full year 2022 results: EPS: CN¥1.65 (up from CN¥1.51 in FY 2021). Revenue: CN¥20.2b (up 2.5% from FY 2021). Net income: CN¥6.61b (up 9.6% from FY 2021). Profit margin: 33% (up from 31% in FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less 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. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Deputy GM, CFO & Director Jinrui Ni was the last director to join the board, commencing their role in 2021. 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 • Oct 23Third quarter 2022 earnings released: EPS: CN¥0.33 (vs CN¥0.43 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.33 (down from CN¥0.43 in 3Q 2021). Revenue: CN¥4.19b (down 21% from 3Q 2021). Net income: CN¥1.31b (down 23% from 3Q 2021). Profit margin: 31% (down from 32% in 3Q 2021). Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less 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. 3 experienced directors. 9 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Huaiqi Li was the last independent director to join the board, commencing their role in 2011. 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 • Oct 26Third quarter 2021 earnings released: EPS CN¥0.43 (vs CN¥0.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.28b (up 77% from 3Q 2020). Net income: CN¥1.71b (up 230% from 3Q 2020). Profit margin: 32% (up from 17% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 31% per year.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥21.58, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Basic Materials industry in China. Total returns to shareholders of 179% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.10 per share.Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.38 (vs CN¥0.11 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥4.56b (up 86% from 2Q 2020). Net income: CN¥1.53b (up 239% from 2Q 2020). Profit margin: 34% (up from 19% 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 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 27First quarter 2021 earnings released: EPS CN¥0.30 (vs CN¥0.088 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥4.00b (up 64% from 1Q 2020). Net income: CN¥1.06b (up 244% from 1Q 2020). Profit margin: 27% (up from 13% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥18.28, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Basic Materials industry in China. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.64 per share.Reported Earnings • Mar 21Full year 2020 earnings released: EPS CN¥0.69 (vs CN¥0.61 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥11.7b (up 11% from FY 2019). Net income: CN¥2.42b (up 14% from FY 2019). Profit margin: 21% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥22.65, the stock is trading at a trailing P/E ratio of 42.7x, down from the previous P/E ratio of 52.2x. This compares to an average P/E of 15x in the Basic Materials industry in China. Total returns to shareholders over the past three years are 81%.Is New 90 Day High Low • Feb 09New 90-day high: CN¥27.13The company is up 59% from its price of CN¥17.05 on 11 November 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥71.87 per share.Is New 90 Day High Low • Jan 13New 90-day high: CN¥22.85The company is up 48% from its price of CN¥15.40 on 15 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥69.00 per share.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥19.80, the stock is trading at a trailing P/E ratio of 37.3x, up from the previous P/E ratio of 32.4x. This compares to an average P/E of 16x in the Basic Materials industry in China. Total returns to shareholders over the past three years are 39%.Is New 90 Day High Low • Dec 25New 90-day high: CN¥18.88The company is up 28% from its price of CN¥14.72 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥45.38 per share.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 19% share price gain to CN¥17.23, the stock is trading at a trailing P/E ratio of 32.4x, up from the previous P/E ratio of 27.3x. This compares to an average P/E of 16x in the Basic Materials industry in China. Total returns to shareholders over the past three years are 55%.Is New 90 Day High Low • Nov 10New 90-day high: CN¥16.42The company is up 29% from its price of CN¥12.68 on 12 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥35.88 per share.Analyst Estimate Surprise Post Earnings • Oct 28Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 9.7% at CN¥2.98b. Revenue is forecast to grow 17% over the next year, compared to a 19% growth forecast for the Basic Materials industry in China.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.86b, down 7.5% from the prior year. Total revenue was CN¥10.6b over the last 12 months, up 4.8% from the prior year.Is New 90 Day High Low • Oct 13New 90-day high: CN¥15.96The company is up 55% from its price of CN¥10.33 on 15 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥27.34 per share.お知らせ • Jul 08China Jushi Co., Ltd. to Report First Half, 2020 Results on Aug 19, 2020China Jushi Co., Ltd. announced that they will report first half, 2020 results on Aug 19, 2020業績と収益の成長予測XSSC:600176 - 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12/31/202830,8129,701N/A11,4151112/31/202728,0868,816N/A11,3901412/31/202624,3287,290N/A6,932143/31/202619,6843,8222,7954,514N/A12/31/202518,8813,2852,8324,201N/A9/30/202518,1283,4802,3133,095N/A6/30/202517,2263,1712,2433,246N/A3/31/202516,9522,8251,0602,131N/A12/31/202415,8562,4457292,032N/A9/30/202415,0821,904631,454N/A6/30/202414,7851,943-521728N/A3/31/202414,5872,4744121,787N/A12/31/202314,8763,044-593867N/A9/30/202315,5153,767-639995N/A6/30/202316,1124,467-7611,027N/A3/31/202318,7315,695-3,3161,677N/A12/31/202220,1926,610-1,4234,124N/A9/30/202221,9737,241-6305,641N/A6/30/202223,0567,638-2656,600N/A3/31/202220,8446,8011,7436,097N/A12/31/202119,7076,0282,3265,981N/A9/30/202117,6275,4412,2624,874N/A6/30/202115,3354,2511,5293,865N/A3/31/202113,2203,1701,1872,705N/A12/31/202011,6662,4165202,052N/A9/30/202010,6301,860-9642,283N/A6/30/202010,3221,837-7532,784N/A3/31/202010,4391,940-1,8052,796N/A12/31/201910,4932,129N/A2,769N/A9/30/201910,1412,010N/A3,043N/A6/30/201910,0772,161N/A3,310N/A3/31/201910,0342,256N/A3,923N/A12/31/201810,0322,374N/A3,862N/A9/30/20189,8422,511N/A4,001N/A6/30/20189,5922,411N/A4,251N/A3/31/20189,2872,296N/A3,864N/A12/31/20178,6522,150N/A3,811N/A9/30/20178,3661,931N/A3,013N/A6/30/20177,8071,765N/A2,659N/A3/31/20177,5441,632N/A2,952N/A12/31/20167,4461,521N/A3,169N/A9/30/20167,3421,359N/A4,023N/A6/30/20167,3181,264N/A3,299N/A3/31/20167,1611,157N/A2,771N/A12/31/20157,055983N/A2,430N/A9/30/20157,083952N/A1,866N/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: 600176の予測収益成長率 (年間28.8% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 600176の収益 ( 28.8% ) はCN市場 ( 26% ) 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: 600176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: 600176の収益 ( 15.6% ) CN市場 ( 16.3% ) よりも低い成長が予測されています。高い収益成長: 600176の収益 ( 15.6% ) 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: 600176の 自己資本利益率 は、3年後には高くなると予測されています ( 20.4 %)成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/06 01:53終値2026/08/06 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋China Jushi Co., Ltd. 14 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。28 アナリスト機関Edward LeungBofA Global ResearchJingru MaBohai Securities Co., Ltd.Yameng JiaChina Galaxy Securities Co., Ltd.25 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥34.06, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Basic Materials industry in China. Total returns to shareholders of 148% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥60.05 per share.
Buy Or Sell Opportunity • Jul 16Now 21% undervaluedOver the last 90 days, the stock has risen 42% to CN¥47.71. The fair value is estimated to be CN¥60.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 119% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥56.06, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Basic Materials industry in China. Total returns to shareholders of 334% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥60.65 per share.
New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jun 30China Jushi Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026China Jushi Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026
Buy Or Sell Opportunity • Jun 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 197% to CN¥74.12. The fair value is estimated to be CN¥60.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥45.77, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Basic Materials industry in China. Total returns to shareholders of 236% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥60.10 per share.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥43.48, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Basic Materials industry in China. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥58.66 per share.
Declared Dividend • May 23Dividend of CN¥0.19 announcedShareholders will receive a dividend of CN¥0.19. Ex-date: 27th May 2026 Payment date: 27th May 2026 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Huiping Zou was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Mar 30China Jushi Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026China Jushi Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Mar 19China Jushi Co., Ltd., Annual General Meeting, Apr 15, 2026China Jushi Co., Ltd., Annual General Meeting, Apr 15, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
お知らせ • Dec 26China Jushi Co., Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026China Jushi Co., Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026
お知らせ • Sep 30China Jushi Co., Ltd. to Report Q3, 2025 Results on Oct 22, 2025China Jushi Co., Ltd. announced that they will report Q3, 2025 results on Oct 22, 2025
お知らせ • Jun 30China Jushi Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025China Jushi Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Jun 24China Jushi Co., Ltd.(SHSE:600176) dropped from Shanghai Stock Exchange 180 Value IndexChina Jushi Co., Ltd. has been removed from Shanghai Stock Exchange 180 Value Index .
お知らせ • Mar 28China Jushi Co., Ltd. to Report Q1, 2025 Results on Apr 24, 2025China Jushi Co., Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025
お知らせ • Mar 20China Jushi Co., Ltd., Annual General Meeting, Apr 11, 2025China Jushi Co., Ltd., Annual General Meeting, Apr 11, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
お知らせ • Dec 27China Jushi Co., Ltd. to Report Fiscal Year 2024 Results on Mar 20, 2025China Jushi Co., Ltd. announced that they will report fiscal year 2024 results on Mar 20, 2025
Buy Or Sell Opportunity • Nov 14Now 21% undervaluedOver the last 90 days, the stock has risen 12% to CN¥11.29. The fair value is estimated to be CN¥14.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 89% in the next 2 years.
Buy Or Sell Opportunity • Oct 29Now 21% undervaluedOver the last 90 days, the stock has risen 4.8% to CN¥11.15. The fair value is estimated to be CN¥14.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 91% in the next 2 years.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.15 in 3Q 2023). Revenue: CN¥3.89b (up 8.3% from 3Q 2023). Net income: CN¥571.9m (down 6.4% from 3Q 2023). Profit margin: 15% (down from 17% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 37% 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.
Buy Or Sell Opportunity • Oct 09Now 21% undervaluedOver the last 90 days, the stock has risen 3.7% to CN¥10.92. The fair value is estimated to be CN¥13.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.
お知らせ • Sep 30China Jushi Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024China Jushi Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥10.79, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Basic Materials industry in China. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.72 per share.
Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.28 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.28 in 2Q 2023). Revenue: CN¥4.36b (up 4.8% from 2Q 2023). Net income: CN¥610.9m (down 47% from 2Q 2023). Profit margin: 14% (down from 28% in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 25% 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 28China Jushi Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024China Jushi Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024
Declared Dividend • May 24Dividend of CN¥0.28 announcedShareholders will receive a dividend of CN¥0.28. Ex-date: 29th May 2024 Payment date: 29th May 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (267% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.088 (vs CN¥0.23 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.088 (down from CN¥0.23 in 1Q 2023). Revenue: CN¥3.38b (down 7.9% from 1Q 2023). Net income: CN¥350.3m (down 62% from 1Q 2023). Profit margin: 10% (down from 25% in 1Q 2023). Revenue is forecast to grow 13% 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 11% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Mar 29China Jushi Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024China Jushi Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Mar 20China Jushi Co., Ltd., Annual General Meeting, Apr 10, 2024China Jushi Co., Ltd., Annual General Meeting, Apr 10, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: CN¥0.76 (vs CN¥1.65 in FY 2022)Full year 2023 results: EPS: CN¥0.76 (down from CN¥1.65 in FY 2022). Revenue: CN¥14.9b (down 26% from FY 2022). Net income: CN¥3.04b (down 54% from FY 2022). Profit margin: 21% (down from 33% in FY 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Dec 29China Jushi Co., Ltd. to Report Fiscal Year 2023 Results on Mar 20, 2024China Jushi Co., Ltd. announced that they will report fiscal year 2023 results on Mar 20, 2024
New Risk • Nov 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.0% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.0% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.15 (vs CN¥0.33 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.15 (down from CN¥0.33 in 3Q 2022). Revenue: CN¥3.60b (down 14% from 3Q 2022). Net income: CN¥610.9m (down 53% from 3Q 2022). Profit margin: 17% (down from 31% in 3Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30China Jushi Co., Ltd. to Report Q3, 2023 Results on Oct 24, 2023China Jushi Co., Ltd. announced that they will report Q3, 2023 results on Oct 24, 2023
New Risk • Aug 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.8% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.8% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.59 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.28 (down from CN¥0.59 in 2Q 2022). Revenue: CN¥4.16b (down 39% from 2Q 2022). Net income: CN¥1.14b (down 52% from 2Q 2022). Profit margin: 28% (down from 35% in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Basic Materials 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 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28China Jushi Co., Ltd. to Report First Half, 2023 Results on Aug 18, 2023China Jushi Co., Ltd. announced that they will report first half, 2023 results on Aug 18, 2023
Reported Earnings • Mar 21Full year 2022 earnings released: EPS: CN¥1.65 (vs CN¥1.51 in FY 2021)Full year 2022 results: EPS: CN¥1.65 (up from CN¥1.51 in FY 2021). Revenue: CN¥20.2b (up 2.5% from FY 2021). Net income: CN¥6.61b (up 9.6% from FY 2021). Profit margin: 33% (up from 31% in FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less 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. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Deputy GM, CFO & Director Jinrui Ni was the last director to join the board, commencing their role in 2021. 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 • Oct 23Third quarter 2022 earnings released: EPS: CN¥0.33 (vs CN¥0.43 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.33 (down from CN¥0.43 in 3Q 2021). Revenue: CN¥4.19b (down 21% from 3Q 2021). Net income: CN¥1.31b (down 23% from 3Q 2021). Profit margin: 31% (down from 32% in 3Q 2021). Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less 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. 3 experienced directors. 9 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Huaiqi Li was the last independent director to join the board, commencing their role in 2011. 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 • Oct 26Third quarter 2021 earnings released: EPS CN¥0.43 (vs CN¥0.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.28b (up 77% from 3Q 2020). Net income: CN¥1.71b (up 230% from 3Q 2020). Profit margin: 32% (up from 17% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 31% per year.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥21.58, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Basic Materials industry in China. Total returns to shareholders of 179% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.10 per share.
Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 28Director Zhangli Chang sitting on 4 company boardsZhangli Chang has been appointed as the CEO of China National Building Material Company Limited (SEHK:3323). Chang now sits on a total of 4 company boards. With 4 board positions including the role of CEO at China National Building Material Company Limited (SEHK:3323), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.38 (vs CN¥0.11 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥4.56b (up 86% from 2Q 2020). Net income: CN¥1.53b (up 239% from 2Q 2020). Profit margin: 34% (up from 19% 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 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 27First quarter 2021 earnings released: EPS CN¥0.30 (vs CN¥0.088 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥4.00b (up 64% from 1Q 2020). Net income: CN¥1.06b (up 244% from 1Q 2020). Profit margin: 27% (up from 13% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥18.28, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Basic Materials industry in China. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.64 per share.
Reported Earnings • Mar 21Full year 2020 earnings released: EPS CN¥0.69 (vs CN¥0.61 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥11.7b (up 11% from FY 2019). Net income: CN¥2.42b (up 14% from FY 2019). Profit margin: 21% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥22.65, the stock is trading at a trailing P/E ratio of 42.7x, down from the previous P/E ratio of 52.2x. This compares to an average P/E of 15x in the Basic Materials industry in China. Total returns to shareholders over the past three years are 81%.
Is New 90 Day High Low • Feb 09New 90-day high: CN¥27.13The company is up 59% from its price of CN¥17.05 on 11 November 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥71.87 per share.
Is New 90 Day High Low • Jan 13New 90-day high: CN¥22.85The company is up 48% from its price of CN¥15.40 on 15 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥69.00 per share.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥19.80, the stock is trading at a trailing P/E ratio of 37.3x, up from the previous P/E ratio of 32.4x. This compares to an average P/E of 16x in the Basic Materials industry in China. Total returns to shareholders over the past three years are 39%.
Is New 90 Day High Low • Dec 25New 90-day high: CN¥18.88The company is up 28% from its price of CN¥14.72 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥45.38 per share.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 19% share price gain to CN¥17.23, the stock is trading at a trailing P/E ratio of 32.4x, up from the previous P/E ratio of 27.3x. This compares to an average P/E of 16x in the Basic Materials industry in China. Total returns to shareholders over the past three years are 55%.
Is New 90 Day High Low • Nov 10New 90-day high: CN¥16.42The company is up 29% from its price of CN¥12.68 on 12 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥35.88 per share.
Analyst Estimate Surprise Post Earnings • Oct 28Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 9.7% at CN¥2.98b. Revenue is forecast to grow 17% over the next year, compared to a 19% growth forecast for the Basic Materials industry in China.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.86b, down 7.5% from the prior year. Total revenue was CN¥10.6b over the last 12 months, up 4.8% from the prior year.
Is New 90 Day High Low • Oct 13New 90-day high: CN¥15.96The company is up 55% from its price of CN¥10.33 on 15 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥27.34 per share.
お知らせ • Jul 08China Jushi Co., Ltd. to Report First Half, 2020 Results on Aug 19, 2020China Jushi Co., Ltd. announced that they will report first half, 2020 results on Aug 19, 2020