DPC Dash Ltd

SEHK:1405 株式レポート

時価総額:HK$4.9b

DPC Dash 将来の成長

Future 基準チェック /46

DPC Dash利益と収益がそれぞれ年間32.4%と18%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12.5% 32%なると予測されています。

主要情報

32.4%

収益成長率

32.01%

EPS成長率

Hospitality 収益成長42.2%
収益成長率18.0%
将来の株主資本利益率12.48%
アナリストカバレッジ

Good

最終更新日19 Aug 2026

今後の成長に関する最新情報

分析記事 Mar 27

DPC Dash Ltd Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for DPC Dash Ltd ( HKG:1405 ), who've watched their investment drop 14% to HK$51.75 in the week...
分析記事 Aug 31

The DPC Dash Ltd (HKG:1405) Half-Year Results Are Out And Analysts Have Published New Forecasts

It's been a good week for DPC Dash Ltd ( HKG:1405 ) shareholders, because the company has just released its latest...
分析記事 Apr 27

DPC Dash Ltd Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

DPC Dash Ltd ( HKG:1405 ) just released its yearly report and things are looking bullish. It was overall a positive...
分析記事 Aug 30

DPC Dash Ltd (HKG:1405) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year

It's been a good week for DPC Dash Ltd ( HKG:1405 ) shareholders, because the company has just released its latest...

Recent updates

ナラティブ更新 Aug 18

1405: Store Expansion And Mall Partnership Will Support Future Repricing

Analysts have reduced their fair value estimate for DPC Dash to about HK$68.82 from roughly HK$75.85, reflecting the application of a slightly lower discount rate along with more cautious assumptions for revenue growth, profit margins and future P/E. What’s in the News for DPC Dash DPC Dash scheduled a board meeting for Aug 26, 2026 to review interim results for the six months ended Jun 30, 2026 and to consider a possible interim dividend, according to a company filing.
ナラティブ更新 Aug 04

1405: Store Expansion And Mall Partnership Will Drive Future Upside Potential

Analysts have trimmed their HK$ price target for DPC Dash to reflect a fair value update from HK$101.89 to HK$84.83, citing adjustments to long term revenue growth, profit margin expectations, and the P/E multiple they apply to the stock. What's in the News for DPC Dash DPC Dash plans to continue executing its 4D strategy and expand its store network, while focusing on product and marketing capabilities to support long term value creation for shareholders.
ナラティブ更新 Jul 21

1405: Store Expansion And Mall Partnership Will Support Long-Term Upside Potential

Analysts now see lower fair value for DPC Dash, trimming their implied price target from about HK$117.10 to around HK$101.89. They apply a slightly higher discount rate and a more moderate future P/E assumption, even while using updated inputs that reflect higher revenue growth and profit margin estimates.
ナラティブ更新 Jul 07

1405: Store Expansion Into Lower Tier Cities Will Drive Future Upside

Analysts have revised their fair value estimate for DPC Dash to HK$49.02 from HK$78.85, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What’s in the News for DPC Dash DPC Dash reported a total of 1,550 Domino’s Pizza stores across 75 Chinese cities as of June 30, 2026, with growth in non Tier 1 cities highlighted as a key contributor to its network, source: company Q2 2026 update.
ナラティブ更新 Jun 23

1405: Store Expansion And Hybrid Meeting Reforms Will Support Future Repricing

Analysts kept their fair value estimate for DPC Dash steady at HK$75.85. A slightly higher discount rate and future P/E assumption explain the unchanged price target despite minor tweaks to growth and margin inputs.
ナラティブ更新 Jun 06

1405: Store Expansion Plan And Hybrid Meetings Will Support Future Repricing

Analysts have trimmed their HK$ price target on DPC Dash slightly, reflecting a small adjustment to fair value and discount rate assumptions, while keeping revenue growth, profit margin and future P/E expectations broadly in line with prior views. What's in the News DPC Dash plans to continue its 4D strategy, with a target of about 350 net new stores in 2026 to broaden store coverage.
ナラティブ更新 Apr 29

1405: Store Expansion And Hybrid Meetings Will Support A Positive Rerating

Analysts have trimmed their HK$ price target on DPC Dash, reflecting slightly lower fair value assumptions and modestly softer expectations for revenue growth, profit margins and future P/E multiples in their updated models. What's in the News DPC Dash plans to continue executing its 4D strategy, and is targeting around 350 net new stores in full year 2026 to deepen market penetration in its operating regions (company filing).
ナラティブ更新 Apr 10

1405: Store Expansion And Hybrid Meetings Will Support A Positive Rerating

Analysts have revised their HK$ price target for DPC Dash to HK$87.42 from HK$108.69, reflecting updated views on discount rate assumptions, revenue growth expectations, profit margins, and future P/E levels. What's in the News The board proposes adopting a new memorandum and articles of association to replace the existing version, with amendments subject to shareholder approval via a special resolution at the upcoming AGM.
新しいナラティブ Apr 09

Delivery Scale And Digital Expansion Will Support Long Term Upside Potential

Catalysts About DPC Dash DPC Dash is the exclusive Domino’s Pizza master franchisee for Mainland China, Hong Kong SAR and Macau SAR. It operates a fast growing, delivery led pizza chain.
分析記事 Mar 27

DPC Dash Ltd Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for DPC Dash Ltd ( HKG:1405 ), who've watched their investment drop 14% to HK$51.75 in the week...
ナラティブ更新 Mar 26

1405: Store Expansion And Dividend Potential Will Support A Positive Rerating

Analysts have trimmed their price target on DPC Dash from HK$114.67 to HK$108.69. This reflects slightly more cautious assumptions around revenue growth, profit margins and future P/E multiples, while applying a marginally higher discount rate.
新しいナラティブ Mar 26

Delivery Cost Pressures And Slowing Same Store Sales Will Test Long Term Expansion Potential

Catalysts About DPC Dash DPC Dash operates the exclusive Domino's Pizza master franchise across Mainland China, Hong Kong SAR and Macau SAR, focusing on delivery led quick service pizza. What are the underlying business or industry changes driving this perspective?
分析記事 Dec 19

Revenues Tell The Story For DPC Dash Ltd (HKG:1405)

DPC Dash Ltd's ( HKG:1405 ) price-to-sales (or "P/S") ratio of 1.8x may not look like an appealing investment...
分析記事 Nov 05

The Return Trends At DPC Dash (HKG:1405) Look Promising

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Oct 03

Solid Earnings Reflect DPC Dash's (HKG:1405) Strength As A Business

DPC Dash Ltd ( HKG:1405 ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...
分析記事 Sep 22

These 4 Measures Indicate That DPC Dash (HKG:1405) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブ更新 Sep 01

Expanding Chinese Cities Will Unlock Future Market Potential

Despite a notable improvement in net profit margin, DPC Dash’s consensus price target has been revised downward as a result of a markedly lower future P/E multiple, reducing the fair value from HK$123.06 to HK$117.65. What's in the News DPC Dash plans to open approximately 300 net new stores in 2025; as of August 15, opened 233 net new stores, with 27 under construction and 35 signed, reaching about 98% of its annual target.
分析記事 Aug 31

The DPC Dash Ltd (HKG:1405) Half-Year Results Are Out And Analysts Have Published New Forecasts

It's been a good week for DPC Dash Ltd ( HKG:1405 ) shareholders, because the company has just released its latest...
User avatar
新しいナラティブ Aug 06

Expanding Chinese Cities Will Unlock Future Market Potential

Aggressive expansion and digital engagement are fueling rapid revenue and market share growth, helped by strong customer loyalty and adaptable ordering channels.
分析記事 Jul 30

Investors Will Want DPC Dash's (HKG:1405) Growth In ROCE To Persist

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 Jul 07

A Look At The Intrinsic Value Of DPC Dash Ltd (HKG:1405)

Key Insights Using the 2 Stage Free Cash Flow to Equity, DPC Dash fair value estimate is HK$116 With HK$99.15 share...
分析記事 May 15

Here's Why DPC Dash (HKG:1405) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Apr 27

DPC Dash Ltd Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

DPC Dash Ltd ( HKG:1405 ) just released its yearly report and things are looking bullish. It was overall a positive...
分析記事 Apr 25

Returns Are Gaining Momentum At DPC Dash (HKG:1405)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 Apr 03

DPC Dash's (HKG:1405) Earnings May Just Be The Starting Point

DPC Dash Ltd's ( HKG:1405 ) earnings announcement last week was disappointing for investors, despite the decent profit...
分析記事 Mar 10

Calculating The Intrinsic Value Of DPC Dash Ltd (HKG:1405)

Key Insights DPC Dash's estimated fair value is HK$122 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Nov 25

DPC Dash (HKG:1405) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Aug 30

DPC Dash Ltd (HKG:1405) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year

It's been a good week for DPC Dash Ltd ( HKG:1405 ) shareholders, because the company has just released its latest...
分析記事 Jun 07

Health Check: How Prudently Does DPC Dash (HKG:1405) Use Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Mar 28

What You Can Learn From DPC Dash Ltd's (HKG:1405) P/S

When close to half the companies in the Hospitality industry in Hong Kong have price-to-sales ratios (or "P/S") below...

業績と収益の成長予測

SEHK:1405 - 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
12/31/20289,3113838421,8109
12/31/20277,8052895141,49111
12/31/20266,4781924901,51111
12/31/20255,382142387893N/A
9/30/20255,124126361848N/A
6/30/20254,866110335803N/A
3/31/20254,59083368811N/A
12/31/20244,31455402818N/A
9/30/20244,01515393778N/A
6/30/20243,716-24384738N/A
3/31/20243,383-26302637N/A
12/31/20233,051-27220536N/A
9/30/20232,770-73137421N/A
6/30/20232,488-11854305N/A
3/31/20232,255-17171302N/A
12/31/20222,021-22388298N/A
9/30/20221,887-292134320N/A
6/30/20221,754-361180342N/A
3/31/20221,682-416163337N/A
12/31/20211,611-471147332N/A
12/31/20201,104-274-55104N/A
12/31/2019837-182-58124N/A

アナリストによる今後の成長予測

収入対貯蓄率: 1405の予測収益成長率 (年間32.4% ) は 貯蓄率 ( 3.1% ) を上回っています。

収益対市場: 1405の収益 ( 32.4% ) はHong Kong市場 ( 11.8% ) 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: 1405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: 1405の収益 ( 18% ) Hong Kong市場 ( 8.7% ) 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: 1405の収益 ( 18% ) 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: 1405の 自己資本利益率 は、3年後には低くなると予測されています ( 12.5 %)。


成長企業の発掘

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2026/08/20 11:24
終値2026/08/20 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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YouTubeのチュートリアルも用意しています。

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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

DPC Dash Ltd 11 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。15

アナリスト機関
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Sijie LinChina International Capital Corporation Limited
Ya JiangCitic Securities Co., Ltd.