View ValuationJHT DesignLtd 将来の成長Future 基準チェック /16 JHT DesignLtdは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Semiconductor 収益成長46.9%収益成長率17.5%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日12 Mar 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 updatesReported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥0.98 (vs CN¥0.31 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.98 (up from CN¥0.31 in 1Q 2025). Revenue: CN¥283.9m (up 121% from 1Q 2025). Net income: CN¥82.5m (up 222% from 1Q 2025). Profit margin: 29% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 3.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 3.3% per year over the past 5 years.お知らせ • Mar 30JHT Design Co.,Ltd. to Report Q1, 2026 Results on Apr 16, 2026JHT Design Co.,Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026Reported Earnings • Mar 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥3.05 (up from CN¥1.35 in FY 2024). Revenue: CN¥698.2m (up 72% from FY 2024). Net income: CN¥176.5m (up 125% from FY 2024). Profit margin: 25% (up from 19% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • Mar 11JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai ChinaValuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥170, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 41x in the Semiconductor industry in China. Total returns to shareholders of 129% over the past year.お知らせ • Dec 26JHT Design Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 11, 2026JHT Design Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 11, 2026Valuation Update With 7 Day Price Move • Nov 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥123, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 42x in the Semiconductor industry in China. Total returns to shareholders of 47% over the past year.New Risk • Oct 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Sep 30JHT Design Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025JHT Design Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥129, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 45x in the Semiconductor industry in China. Total returns to shareholders of 112% over the past year.お知らせ • Jun 30JHT Design Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025JHT Design Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: CN¥0.45 (vs CN¥0.25 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.45 (up from CN¥0.25 in 1Q 2024). Revenue: CN¥128.6m (up 45% from 1Q 2024). Net income: CN¥25.7m (up 72% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥83.12, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 63x in the Semiconductor industry in China. Total returns to shareholders of 30% over the past year.分析記事 • Mar 31JHT DesignLtd's (SHSE:603061) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from JHT Design Co.,Ltd. ( SHSE:603061 ) was disappointing to investors, with a...お知らせ • Mar 28JHT Design Co.,Ltd. to Report Q1, 2025 Results on Apr 19, 2025JHT Design Co.,Ltd. announced that they will report Q1, 2025 results on Apr 19, 2025Reported Earnings • Mar 19Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥1.35 (down from CN¥1.47 in FY 2023). Revenue: CN¥406.7m (up 17% from FY 2023). Net income: CN¥78.5m (down 7.4% from FY 2023). Profit margin: 19% (down from 24% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.お知らせ • Mar 19JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai Chinaお知らせ • Dec 27JHT Design Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 19, 2025JHT Design Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 19, 2025分析記事 • Dec 03JHT DesignLtd (SHSE:603061) May Have Issues Allocating Its CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥91.99, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 40x in the Semiconductor industry in China. Total loss to shareholders of 3.9% over the past year.分析記事 • Nov 01JHT Design Co.,Ltd. (SHSE:603061) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableJHT Design Co.,Ltd. ( SHSE:603061 ) shares have continued their recent momentum with a 26% gain in the last month...Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.33 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.09 (down from CN¥0.33 in 3Q 2023). Revenue: CN¥73.2m (down 9.1% from 3Q 2023). Net income: CN¥5.25m (down 74% from 3Q 2023). Profit margin: 7.2% (down from 25% in 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥83.72, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 33x in the Semiconductor industry in China. Negligible returns to shareholders over past year.分析記事 • Oct 01JHT DesignLtd (SHSE:603061) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Sep 30JHT Design Co.,Ltd. to Report Q3, 2024 Results on Oct 19, 2024JHT Design Co.,Ltd. announced that they will report Q3, 2024 results on Oct 19, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥67.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 21% over the past year.お知らせ • Aug 23JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million.JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million on August 20, 2024. A cash consideration of CNY 19.99 million will be paid by JHT Design Co.,Ltd. The deal has been unanimously approved by the board.分析記事 • Aug 07There Might Be More To JHT DesignLtd's (SHSE:603061) Story Than Just Weak EarningsShareholders didn't appear too concerned by JHT Design Co.,Ltd.'s ( SHSE:603061 ) weak earnings. Our analysis suggests...Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: CN¥0.43 (vs CN¥0.22 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.43 (up from CN¥0.22 in 2Q 2023). Revenue: CN¥94.6m (up 12% from 2Q 2023). Net income: CN¥24.8m (up 90% from 2Q 2023). Profit margin: 26% (up from 15% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.お知らせ • Jun 29JHT Design Co.,Ltd. to Report First Half, 2024 Results on Aug 21, 2024JHT Design Co.,Ltd. announced that they will report first half, 2024 results on Aug 21, 2024お知らせ • Apr 29JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai ChinaReported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.64 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.25 (down from CN¥0.64 in 1Q 2023). Revenue: CN¥88.6m (down 13% from 1Q 2023). Net income: CN¥14.9m (down 53% from 1Q 2023). Profit margin: 17% (down from 31% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.お知らせ • Mar 29JHT Design Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024JHT Design Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Jan 25JHT Design Co.,Ltd. (SHSE:603061) announces an Equity Buyback for CNY 50 million worth of its shares.JHT Design Co.,Ltd. (SHSE:603061) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The shares will be repurchased at a price not more than CNY 75 per share. The purpose of repurchase program is to safeguard the company's value and shareholders' rights and interests. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be made from company's own funds. The authorization will be valid for a period of 3 months.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.98, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 34x in the Semiconductor industry in China.お知らせ • Dec 30JHT Design Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024JHT Design Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥96.92, the stock trades at a trailing P/E ratio of 69.6x. Average trailing P/E is 74x in the Semiconductor industry in China.New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (24% net profit margin).New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 24% Last year net profit margin: 36% 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: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (24% net profit margin).Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.85 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.85 in 3Q 2022). Revenue: CN¥82.5m (down 23% from 3Q 2022). Net income: CN¥7.76m (down 80% from 3Q 2022). Profit margin: 9.4% (down from 36% in 3Q 2022). The decrease in margin was primarily driven by lower revenue.Reported Earnings • Aug 29Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.22. Net income: CN¥13.1m (up CN¥13.1m from 2Q 2022).お知らせ • Jun 28JHT Design Co.,Ltd. to Report First Half, 2023 Results on Aug 29, 2023JHT Design Co.,Ltd. announced that they will report first half, 2023 results on Aug 29, 2023Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥114, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 62x in the Semiconductor industry in China.Reported Earnings • Apr 26First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: CN¥0.64. Net income: CN¥31.9m (up CN¥31.9m from 1Q 2022).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥141, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 68x in the Semiconductor industry in China.業績と収益の成長予測SHSE:603061 - 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12/31/20271,140N/AN/AN/A112/31/2026885N/AN/AN/A13/31/2026853233112224N/A12/31/202569817711128N/A9/30/2025632159-3987N/A6/30/2025531115-5278N/A3/31/202544789-4296N/A12/31/202440778-3359N/A9/30/202433577-1958N/A6/30/202434480-13213N/A3/31/202433468-170-47N/A12/31/202334785-171-48N/A9/30/202337691-200-64N/A6/30/2023401122-74-24N/A3/31/2023422150-745N/A12/31/20224261541067N/A12/31/20214201544263N/A12/31/2020185564749N/A12/31/2019727N/A-13N/A12/31/201810526N/A-13N/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: 603061の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 603061の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 603061の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 603061の収益 ( 17.5% ) CN市場 ( 16.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 603061の収益 ( 17.5% ) 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: 603061の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSemiconductors 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2026/06/16 19:30終値2026/06/16 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋JHT Design Co.,Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関You You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)
Reported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥0.98 (vs CN¥0.31 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.98 (up from CN¥0.31 in 1Q 2025). Revenue: CN¥283.9m (up 121% from 1Q 2025). Net income: CN¥82.5m (up 222% from 1Q 2025). Profit margin: 29% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 3.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 3.3% per year over the past 5 years.
お知らせ • Mar 30JHT Design Co.,Ltd. to Report Q1, 2026 Results on Apr 16, 2026JHT Design Co.,Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026
Reported Earnings • Mar 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥3.05 (up from CN¥1.35 in FY 2024). Revenue: CN¥698.2m (up 72% from FY 2024). Net income: CN¥176.5m (up 125% from FY 2024). Profit margin: 25% (up from 19% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • Mar 11JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥170, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 41x in the Semiconductor industry in China. Total returns to shareholders of 129% over the past year.
お知らせ • Dec 26JHT Design Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 11, 2026JHT Design Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 11, 2026
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥123, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 42x in the Semiconductor industry in China. Total returns to shareholders of 47% over the past year.
New Risk • Oct 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).
New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Sep 30JHT Design Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025JHT Design Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥129, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 45x in the Semiconductor industry in China. Total returns to shareholders of 112% over the past year.
お知らせ • Jun 30JHT Design Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025JHT Design Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: CN¥0.45 (vs CN¥0.25 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.45 (up from CN¥0.25 in 1Q 2024). Revenue: CN¥128.6m (up 45% from 1Q 2024). Net income: CN¥25.7m (up 72% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥83.12, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 63x in the Semiconductor industry in China. Total returns to shareholders of 30% over the past year.
分析記事 • Mar 31JHT DesignLtd's (SHSE:603061) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from JHT Design Co.,Ltd. ( SHSE:603061 ) was disappointing to investors, with a...
お知らせ • Mar 28JHT Design Co.,Ltd. to Report Q1, 2025 Results on Apr 19, 2025JHT Design Co.,Ltd. announced that they will report Q1, 2025 results on Apr 19, 2025
Reported Earnings • Mar 19Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥1.35 (down from CN¥1.47 in FY 2023). Revenue: CN¥406.7m (up 17% from FY 2023). Net income: CN¥78.5m (down 7.4% from FY 2023). Profit margin: 19% (down from 24% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.
お知らせ • Mar 19JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China
お知らせ • Dec 27JHT Design Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 19, 2025JHT Design Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 19, 2025
分析記事 • Dec 03JHT DesignLtd (SHSE:603061) May Have Issues Allocating Its CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥91.99, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 40x in the Semiconductor industry in China. Total loss to shareholders of 3.9% over the past year.
分析記事 • Nov 01JHT Design Co.,Ltd. (SHSE:603061) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableJHT Design Co.,Ltd. ( SHSE:603061 ) shares have continued their recent momentum with a 26% gain in the last month...
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.33 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.09 (down from CN¥0.33 in 3Q 2023). Revenue: CN¥73.2m (down 9.1% from 3Q 2023). Net income: CN¥5.25m (down 74% from 3Q 2023). Profit margin: 7.2% (down from 25% in 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥83.72, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 33x in the Semiconductor industry in China. Negligible returns to shareholders over past year.
分析記事 • Oct 01JHT DesignLtd (SHSE:603061) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Sep 30JHT Design Co.,Ltd. to Report Q3, 2024 Results on Oct 19, 2024JHT Design Co.,Ltd. announced that they will report Q3, 2024 results on Oct 19, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥67.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 21% over the past year.
お知らせ • Aug 23JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million.JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million on August 20, 2024. A cash consideration of CNY 19.99 million will be paid by JHT Design Co.,Ltd. The deal has been unanimously approved by the board.
分析記事 • Aug 07There Might Be More To JHT DesignLtd's (SHSE:603061) Story Than Just Weak EarningsShareholders didn't appear too concerned by JHT Design Co.,Ltd.'s ( SHSE:603061 ) weak earnings. Our analysis suggests...
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: CN¥0.43 (vs CN¥0.22 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.43 (up from CN¥0.22 in 2Q 2023). Revenue: CN¥94.6m (up 12% from 2Q 2023). Net income: CN¥24.8m (up 90% from 2Q 2023). Profit margin: 26% (up from 15% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.
お知らせ • Jun 29JHT Design Co.,Ltd. to Report First Half, 2024 Results on Aug 21, 2024JHT Design Co.,Ltd. announced that they will report first half, 2024 results on Aug 21, 2024
お知らせ • Apr 29JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.64 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.25 (down from CN¥0.64 in 1Q 2023). Revenue: CN¥88.6m (down 13% from 1Q 2023). Net income: CN¥14.9m (down 53% from 1Q 2023). Profit margin: 17% (down from 31% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.
お知らせ • Mar 29JHT Design Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024JHT Design Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Jan 25JHT Design Co.,Ltd. (SHSE:603061) announces an Equity Buyback for CNY 50 million worth of its shares.JHT Design Co.,Ltd. (SHSE:603061) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The shares will be repurchased at a price not more than CNY 75 per share. The purpose of repurchase program is to safeguard the company's value and shareholders' rights and interests. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be made from company's own funds. The authorization will be valid for a period of 3 months.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.98, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 34x in the Semiconductor industry in China.
お知らせ • Dec 30JHT Design Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024JHT Design Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥96.92, the stock trades at a trailing P/E ratio of 69.6x. Average trailing P/E is 74x in the Semiconductor industry in China.
New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (24% net profit margin).
New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 24% Last year net profit margin: 36% 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: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (24% net profit margin).
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.85 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.85 in 3Q 2022). Revenue: CN¥82.5m (down 23% from 3Q 2022). Net income: CN¥7.76m (down 80% from 3Q 2022). Profit margin: 9.4% (down from 36% in 3Q 2022). The decrease in margin was primarily driven by lower revenue.
Reported Earnings • Aug 29Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.22. Net income: CN¥13.1m (up CN¥13.1m from 2Q 2022).
お知らせ • Jun 28JHT Design Co.,Ltd. to Report First Half, 2023 Results on Aug 29, 2023JHT Design Co.,Ltd. announced that they will report first half, 2023 results on Aug 29, 2023
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥114, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 62x in the Semiconductor industry in China.
Reported Earnings • Apr 26First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: CN¥0.64. Net income: CN¥31.9m (up CN¥31.9m from 1Q 2022).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥141, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 68x in the Semiconductor industry in China.