LH Group（1978）株式概要LHグループ・リミテッドは投資持株会社で、香港でフルサービスのレストラン会社として営業している。 詳細1978 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より72.7%で取引されている 今年は黒字化を達成 リスク分析過去5年間で収益は年間46.3%減少しました。 財務結果に影響を与える大きな一時的項目 意味のある時価総額がありません ( HK$252M )すべてのリスクチェックを見る1978 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueHK$Current PriceHK$0.3231.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-32m1b2016201920222025202620282031Revenue HK$1.4bEarnings HK$2.2mAdvancedSet Fair ValueView all narrativesLH Group Limited 競合他社Tsui Wah HoldingsSymbol: SEHK:1314Market cap: HK$213.1mK2 F&B HoldingsSymbol: SEHK:2108Market cap: HK$368.0mFairwood HoldingsSymbol: SEHK:52Market cap: HK$507.8mJin Mi Fang Group HoldingsSymbol: SEHK:8300Market cap: HK$84.6m価格と性能株価の高値、安値、推移の概要LH Group過去の株価現在の株価HK$0.3252週高値HK$0.4252週安値HK$0.28ベータ-0.161ヶ月の変化-3.08%3ヶ月変化-4.55%1年変化-17.11%3年間の変化-73.31%5年間の変化-74.60%IPOからの変化-79.55%最新ニュースReported Earnings • Mar 27Full year 2025 earnings released: EPS: HK$0.002 (vs HK$0.04 loss in FY 2024)Full year 2025 results: EPS: HK$0.002 (up from HK$0.04 loss in FY 2024). Revenue: HK$1.08b (up 2.4% from FY 2024). Net income: HK$1.70m (up HK$33.8m from FY 2024). Profit margin: 0.2% (up from net loss in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Mar 27LH Group Limited, Annual General Meeting, Jun 10, 2026LH Group Limited, Annual General Meeting, Jun 10, 2026.Buy Or Sell Opportunity • Mar 23Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.32. The fair value is estimated to be HK$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Mar 12LH Group Limited to Report Fiscal Year 2025 Results on Mar 26, 2026LH Group Limited announced that they will report fiscal year 2025 results on Mar 26, 2026Buy Or Sell Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to HK$0.35. The fair value is estimated to be HK$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.36. The fair value is estimated to be HK$0.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.最新情報をもっと見るRecent updatesReported Earnings • Mar 27Full year 2025 earnings released: EPS: HK$0.002 (vs HK$0.04 loss in FY 2024)Full year 2025 results: EPS: HK$0.002 (up from HK$0.04 loss in FY 2024). Revenue: HK$1.08b (up 2.4% from FY 2024). Net income: HK$1.70m (up HK$33.8m from FY 2024). Profit margin: 0.2% (up from net loss in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Mar 27LH Group Limited, Annual General Meeting, Jun 10, 2026LH Group Limited, Annual General Meeting, Jun 10, 2026.Buy Or Sell Opportunity • Mar 23Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.32. The fair value is estimated to be HK$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Mar 12LH Group Limited to Report Fiscal Year 2025 Results on Mar 26, 2026LH Group Limited announced that they will report fiscal year 2025 results on Mar 26, 2026Buy Or Sell Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to HK$0.35. The fair value is estimated to be HK$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.36. The fair value is estimated to be HK$0.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Oct 05First half 2025 earnings released: HK$0.001 loss per share (vs HK$0.033 loss in 1H 2024)First half 2025 results: HK$0.001 loss per share (improved from HK$0.033 loss in 1H 2024). Revenue: HK$542.1m (up 3.4% from 1H 2024). Net loss: HK$633.0k (loss narrowed 98% from 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 31First half 2025 earnings released: HK$0.001 loss per share (vs HK$0.033 loss in 1H 2024)First half 2025 results: HK$0.001 loss per share (improved from HK$0.033 loss in 1H 2024). Revenue: HK$542.1m (up 3.4% from 1H 2024). Net loss: HK$995.0k (loss narrowed 96% from 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.お知らせ • Aug 15LH Group Limited to Report First Half, 2025 Results on Aug 28, 2025LH Group Limited announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Jun 05LH Group Limited Announces Nomination Committee Appointments, Effective 5 June 2025The board of LH Group Limited announced that with effect from 5 June 2025, Ms. Ko Sau Chee Grace (Ms. Ko), the executive Director, and Mr. Mak Kam Chiu (Mr. Mak), the independent non-executive Director, have been appointed as members of the nomination committee of the Board. Following the above changes, the Nomination Committee comprises Mr. Wong Kit Lung Simon as the chairman and Ms. Ko, Mr. Sin Yat Kin, Mr. Hung Wai Man and Mr. Mak as members.New Risk • Mar 30New major risk - Revenue and earnings growthEarnings have declined by 3.6% 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 Risk Earnings have declined by 3.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (HK$324.0m market cap, or US$41.6m).Reported Earnings • Mar 30Full year 2024 earnings released: HK$0.04 loss per share (vs HK$0.11 profit in FY 2023)Full year 2024 results: HK$0.04 loss per share (down from HK$0.11 profit in FY 2023). Revenue: HK$1.06b (down 17% from FY 2023). Net loss: HK$32.1m (down 136% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • Mar 28LH Group Limited, Annual General Meeting, Jun 05, 2025LH Group Limited, Annual General Meeting, Jun 05, 2025.分析記事 • Mar 20Some Shareholders Feeling Restless Over LH Group Limited's (HKG:1978) P/S RatioThere wouldn't be many who think LH Group Limited's ( HKG:1978 ) price-to-sales (or "P/S") ratio of 0.3x is worth a...お知らせ • Mar 17LH Group Limited to Report Fiscal Year 2024 Results on Mar 27, 2025LH Group Limited announced that they will report fiscal year 2024 results on Mar 27, 2025分析記事 • Dec 12There's Reason For Concern Over LH Group Limited's (HKG:1978) Massive 25% Price JumpLH Group Limited ( HKG:1978 ) shares have continued their recent momentum with a 25% gain in the last month alone...分析記事 • Dec 02Returns On Capital At LH Group (HKG:1978) Have StalledThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Reported Earnings • Oct 03First half 2024 earnings released: HK$0.033 loss per share (vs HK$0.059 profit in 1H 2023)First half 2024 results: HK$0.033 loss per share (down from HK$0.059 profit in 1H 2023). Revenue: HK$524.3m (down 21% from 1H 2023). Net loss: HK$26.5m (down 156% from profit in 1H 2023). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 22% per year.Reported Earnings • Aug 29First half 2024 earnings released: HK$0.033 loss per share (vs HK$0.059 profit in 1H 2023)First half 2024 results: HK$0.033 loss per share (down from HK$0.059 profit in 1H 2023). Revenue: HK$524.3m (down 21% from 1H 2023). Net loss: HK$26.5m (down 156% from profit in 1H 2023). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 24% per year.お知らせ • Aug 15LH Group Limited to Report First Half, 2024 Results on Aug 27, 2024LH Group Limited announced that they will report first half, 2024 results on Aug 27, 2024分析記事 • Aug 13Investors Aren't Buying LH Group Limited's (HKG:1978) EarningsWith a price-to-earnings (or "P/E") ratio of 4.9x LH Group Limited ( HKG:1978 ) may be sending bullish signals at the...お知らせ • Jun 08LH Group Limited Approves Final Dividend for the Year Ended 31 December 2023, Payable on or Around 27 June 2024LH Group Limited announced that at the AGM held on 6 June 2024, the company approved final dividend of 4.06 HK cents per share in respect of the year ended 31 December 2023, payable on or around 27 June 2024 to the Shareholders whose names appear on the register of members of the Company on 17 June 2024. The register of members of the Company will be closed from Thursday, 13 June 2024 to Monday, 17 June 2024, both days inclusive, in order to determine the entitlement of the Shareholders to receive the final dividend, during which no share transfers will be registered.Upcoming Dividend • Jun 04Upcoming dividend of HK$0.041 per shareEligible shareholders must have bought the stock before 11 June 2024. Payment date: 27 June 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 9.9%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (3.4%).分析記事 • May 31LH Group (HKG:1978) Has Announced That Its Dividend Will Be Reduced To HK$0.0406LH Group Limited's ( HKG:1978 ) dividend is being reduced from last year's payment covering the same period to...分析記事 • May 06LH Group (HKG:1978) Will Pay A Smaller Dividend Than Last YearLH Group Limited's ( HKG:1978 ) dividend is being reduced from last year's payment covering the same period to...分析記事 • May 03LH Group's (HKG:1978) Solid Earnings Have Been Accounted For ConservativelyLH Group Limited's ( HKG:1978 ) solid earnings announcement recently didn't do much to the stock price. Our analysis...Reported Earnings • May 01Full year 2023 earnings released: EPS: HK$0.11 (vs HK$0.097 in FY 2022)Full year 2023 results: EPS: HK$0.11 (up from HK$0.097 in FY 2022). Revenue: HK$1.28b (up 20% from FY 2022). Net income: HK$88.1m (up 13% from FY 2022). Profit margin: 6.9% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. Total stores: 57 (up by 4 from FY 2022). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 12% per year.分析記事 • Apr 19LH Group's (HKG:1978) Shareholders Will Receive A Smaller Dividend Than Last YearLH Group Limited's ( HKG:1978 ) dividend is being reduced from last year's payment covering the same period to...Buy Or Sell Opportunity • Apr 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.82. The fair value is estimated to be HK$1.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 14%.お知らせ • Apr 12LH Group Limited Announces Resignation of Yu Wing Sze as Joint Company SecretaryThe board of directors of LH GROUP LIMITED announced that Ms. Yu Wing Sze has resigned from her position as the joint company secretary of the Company due to the end of the service contract between her affiliated professional services firm and the Company, with effect from 12 April 2024. Ms. Yu has confirmed that as of the date of this announcement, (i) she has no claim against the Company in respect of her resignation; (ii) she has no disagreement with the Board; and (iii) there is no other matter in respect of her resignation that would need to be brought to the attention of the shareholders of the Company and The Stock Exchange of Hong Kong Limited. Following the resignation of Ms. Yu, the other joint company secretary of the Company, Ms. Chan Hiu Yi, who possesses the professional qualifications and relevant experience of company secretary as required under Rule 3.28 of the Rules Governing the Listing of Securities on the Stock Exchange, will remain in office and act as the sole company secretary of the Company.お知らせ • Mar 27LH Group Limited, Annual General Meeting, Jun 06, 2024LH Group Limited, Annual General Meeting, Jun 06, 2024.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: HK$0.11 (vs HK$0.097 in FY 2022)Full year 2023 results: EPS: HK$0.11 (up from HK$0.097 in FY 2022). Revenue: HK$1.28b (up 20% from FY 2022). Net income: HK$88.1m (up 13% from FY 2022). Profit margin: 6.9% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 27Now 24% undervaluedOver the last 90 days, the stock has risen 1.1% to HK$0.91. The fair value is estimated to be HK$1.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 14%.お知らせ • Mar 26LH Group Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 27 June 2024LH Group Limited proposed final dividend of HKD 0.0406 per share for the year ended 31 December 2023. Date of shareholders' approval 06 June 2024. Ex-dividend date is 11 June 2024. Record date is 17 June 2024. Payment date is 27 June 2024.お知らせ • Mar 14LH Group Limited to Report Fiscal Year 2023 Results on Mar 26, 2024LH Group Limited announced that they will report fiscal year 2023 results on Mar 26, 2024Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 4.4% to HK$0.95. The fair value is estimated to be HK$1.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable.Buying Opportunity • Dec 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be HK$1.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable.New Risk • Nov 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: HK$776.0m (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (HK$776.0m market cap, or US$99.6m).Reported Earnings • Oct 05First half 2023 earnings released: EPS: HK$0.059 (vs HK$0.008 in 1H 2022)First half 2023 results: EPS: HK$0.059 (up from HK$0.008 in 1H 2022). Revenue: HK$662.2m (up 65% from 1H 2022). Net income: HK$47.6m (up HK$40.8m from 1H 2022). Profit margin: 7.2% (up from 1.7% in 1H 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 07Upcoming dividend of HK$0.17 per share at 7.4% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 7.4%. Lower than top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 30First half 2023 earnings released: EPS: HK$0.059 (vs HK$0.008 in 1H 2022)First half 2023 results: EPS: HK$0.059 (up from HK$0.008 in 1H 2022). Revenue: HK$662.2m (up 65% from 1H 2022). Net income: HK$47.6m (up HK$40.8m from 1H 2022). Profit margin: 7.2% (up from 1.7% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 30LH Group (HKG:1978) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Aug 29+ 1 more updateLh Group Limited Declares Interim Dividend for the Six Months Ended 30 June 2023, Payable on 29 September 2023LH Group Limited announced Board resolved to declare HKD 0.0475 per share interim dividend for the Six Months Ended 30 June 2023. Ex-dividend date is 14 September 2023, Record date is 20 September 2023, Payment date is 29 September 2023.お知らせ • Aug 18LH Group Limited to Report First Half, 2023 Results on Aug 28, 2023LH Group Limited announced that they will report first half, 2023 results on Aug 28, 2023分析記事 • Jun 08LH Group's (HKG:1978) Dividend Will Be Increased To HK$0.0777LH Group Limited ( HKG:1978 ) will increase its dividend from last year's comparable payment on the 27th of June to...お知らせ • Jun 08LH Group Limited Approves Final Dividend for the Year Ended 31 December 2022, Payable on or Around 27 June 2023LH Group Limited approved a final dividend of HKD 7.77 cents per share in respect of the year ended 31 December 2022, payable on or around 27 June 2023 to the Shareholders whose names appear on the register of members of the Company on 15 June 2023, at its annual general meeting held on June 7, 2023.Upcoming Dividend • Jun 02Upcoming dividend of HK$0.078 per share at 6.5% yieldEligible shareholders must have bought the stock before 09 June 2023. Payment date: 27 June 2023. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 6.5%. Lower than top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (1.2%).Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Net income: HK$77.7m (down 14% from FY 2021).分析記事 • Feb 17LH Group (HKG:1978) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$1.01, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 19x in the Hospitality industry in Hong Kong. Total returns to shareholders of 148% over the past three years.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Non-Executive Director Yat Kin Sin was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 14LH Group Limited Appoints Luk Ernest Man Chung as Chief Executive (Food & Beverage), Effective 1 December 2022LH Group Limited announced that Mr. Luk Ernest Man Chung ("Mr. Luk") has been appointed as Chief Executive (Food & Beverage) of one of company's subsidiaries, with effect from 1 December 2022. The appointment marks a significant move by the Group to strengthen the core leadership team as it embarks on the next stage of growth ahead. Mr. Luk, aged 55, had close to 30 years of F&B working experience in Canada, the United States, Hong Kong, Singapore, Japan and China. Most recently he was the Chief Operating Officer of the Japanese restaurants division in a major local F&B group. Previously, he also worked in various leadership positions in finance and general management in Asia Pacific regional offices of two major US multinational F&B companies. Mr. Luk holds a Bachelor of Business Administration degree (First Class Hons.) in the Chinese University of Hong Kong and a Master of Business Administration degree in University of Western Ontario, Canada. With the appointment of Mr. Luk, the Group will further strengthen management support through the addition of different management personnel at various levels, including Chief Financial Officer, Chief Marketing Officer and Chief Operating Officer of F&B business, to ensure that the Group is well positioned for the next stage of growth and development.Reported Earnings • Aug 31First half 2022 earnings released: EPS: HK$0.009 (vs HK$0.032 in 1H 2021)First half 2022 results: EPS: HK$0.009 (down from HK$0.032 in 1H 2021). Revenue: HK$420.2m (down 1.5% from 1H 2021). Net income: HK$6.79m (down 74% from 1H 2021). Profit margin: 1.6% (down from 6.0% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 30LH Group Limited Does Not Declare Interim Dividend Six Months Ended 30 June 2022LH Group Limited announced Board resolved not to declare any interim dividend for the Six Months Ended 30 June 2022.お知らせ • Aug 20LH Group Limited Provides Consolidated Earnings Guidance for the Six Months Ended 30 June 2022LH Group Limited provided consolidated earnings guidance for the six months ended 30 June 2022. For the six months, the company announced that, based on preliminary review of the unaudited consolidated management accounts of the Group for the six months ended 30 June 2022 and assessment of the information currently available, the group is expected to record a decrease of approximately 80% in profit attributable to the Shareholders for the Review Period as compared to that for the six months ended 30 June 2021. The expected decrease in profit attributable to the Shareholders for the six months ended 30 June 2022 was mainly attributable to the outbreak of the fifth wave of COVID-19 (the "Pandemic") in Hong Kong during the Review Period, and implementation of dine-in restrictions and stricter social distancing policies by the Hong Kong Government, which had a negative impact on the Group's operations and business. A temporary suspension of business of the Group's restaurants and a weak market sentiment in early 2022 due to the Pandemic also led to a drop in the Group's revenue and profits, netted off with the effect of subsidies from the Hong Kong Government recognized during the Review Period.お知らせ • Aug 18LH Group Limited to Report First Half, 2022 Results on Aug 29, 2022LH Group Limited announced that they will report first half, 2022 results on Aug 29, 2022お知らせ • Jun 11LH Group Limited Declares Final Dividend for the Year Ended December 31, 2021, Payable on or Around 30 June 2022Following the approval by the Shareholders at the AGM, the Board of LH Group Limited announced that the Company will distribute a final dividend of 6.05 HK cents per share in respect of the year ended 31 December 2021 payable on or around 30 June 2022 to the Shareholders whose names appear on the register of members of the Company on 20 June 2022.Upcoming Dividend • Jun 07Upcoming dividend of HK$0.06 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 30 June 2022. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (1.2%).お知らせ • May 20LH Group Limited Proposes Final Dividend for the Year Ended December 31, 2021LH Group Limited proposed to declare a final dividend of HKD 0.0605 cents per share in respect of the year ended December 31, 2021.分析記事 • Apr 27LH Group (HKG:1978) Is Reducing Its Dividend To HK$0.06LH Group Limited's ( HKG:1978 ) dividend is being reduced to HK$0.06 on the 30th of June. The dividend yield of 8.0% is...Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Non-Executive Director Yat Kin Sin was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 30Full year 2021 earnings released: EPS: HK$0.11 (vs HK$0.17 in FY 2020)Full year 2021 results: EPS: HK$0.11 (down from HK$0.17 in FY 2020). Revenue: HK$1.03b (up 27% from FY 2020). Net income: HK$90.1m (down 36% from FY 2020). Profit margin: 8.8% (down from 17% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% 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 • Mar 29+ 1 more updateLh Group Limited Announces Final Dividend for the Year Ended 31 December 2021, Payment Date Is 30 June 2022LH Group Limited announced Final Dividend of HKD 0.0605 per share for the year ended 31 December 2021. Ex-dividend date is 14 June 2022. Record date is 20 June 2022. Payment date is 30 June 2022.Buying Opportunity • Jan 21Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be HK$1.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% per annum over the last 3 years. The company has become profitable over the last year.分析記事 • Nov 09Estimating The Fair Value Of LH Group Limited (HKG:1978)Today we will run through one way of estimating the intrinsic value of LH Group Limited ( HKG:1978 ) by taking the...Reported Earnings • Oct 01First half 2021 earnings released: EPS HK$0.032 (vs HK$0.03 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: HK$427.0m (up 5.1% from 1H 2020). Net income: HK$25.6m (up 5.7% from 1H 2020). Profit margin: 6.0% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 31First half 2021 earnings released: EPS HK$0.032 (vs HK$0.03 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: HK$427.0m (up 5.1% from 1H 2020). Net income: HK$25.6m (up 5.7% from 1H 2020). Profit margin: 6.0% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 27LH Group (HKG:1978) Will Want To Turn Around Its Return TrendsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to HK$1.01, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 33x in the Hospitality industry in Hong Kong. Total returns to shareholders of 10% over the past three years.Upcoming Dividend • May 31Upcoming dividend of HK$0.13 per shareEligible shareholders must have bought the stock before 07 June 2021. Payment date: 25 June 2021. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (6.0%). Higher than average of industry peers (0.7%).お知らせ • May 05Lh Group Limited Recommends Dividend in Respect of the Year Ended 31 December 2020LH Group Limited recommended dividend of HKD 13.16 cents per share in respect of the year ended 31 December 2020.分析記事 • Apr 19LH Group (HKG:1978) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 26% share price gain to HK$1.07, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 33x in the Hospitality industry in Hong Kong. Total returns to shareholders of 185% over the past year.Reported Earnings • Mar 30Full year 2020 earnings released: EPS HK$0.17 (vs HK$0.014 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: HK$897.9m (down 11% from FY 2019). Net income: HK$140.3m (up HK$151.6m from FY 2019). Profit margin: 16% (up from net loss in FY 2019). The move to profitability was driven by lower expenses.お知らせ • Mar 21LH Group Limited Provides Earnings Guidance for the Year Ended 31 December 2020The board of directors of LH Group Limited informed the shareholders of the Company and the potential investors that, based on preliminary review of the unaudited consolidated management accounts of the Group for the year ended 31 December 2020 and currently available information, the Group is expected to record a profit attributable to the Shareholders of not less than HKD 130 million for the year 31 December 2020, as compared to a net loss attributable to the Shareholders of approximately HKD 11.2 million for the year ended 31 December 2019. Apart from the above, the Group's profit attributable to the Shareholders for the Year being higher than that of 2019 was also attributable to the following reasons: various proactive cost-control measures adopted by the Group to maintain its business and financial stability and, such measures included but not limited to, negotiating with landlords and vendors for the most favorable terms in relation to contracts and stringently optimizing staff costs and other operating expenses; decrease in provision for impairment of property, plant and equipment and right-of-use assets as compared with that of 2019; net gain from lease modification in relation to HKFRS 16 recorded in 2020; and receipt of COVID-19 related government grants and subsidies in 2020.お知らせ • Mar 18LH Group Limited to Report Fiscal Year 2020 Results on Mar 29, 2021LH Group Limited announced that they will report fiscal year 2020 results on Mar 29, 2021分析記事 • Feb 25Investors Who Bought LH Group (HKG:1978) Shares A Year Ago Are Now Up 12%There's no doubt that investing in the stock market is a truly brilliant way to build wealth. But if when you choose to...Is New 90 Day High Low • Feb 24New 90-day high: HK$0.51The company is up 5.0% from its price of HK$0.48 on 26 November 2020. The Hong Kong market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 25% over the same period.Is New 90 Day High Low • Jan 29New 90-day low: HK$0.43The company is down 1.0% from its price of HK$0.43 on 30 October 2020. The Hong Kong market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 18% over the same period.分析記事 • Nov 25Our Take On The Returns On Capital At LH Group (HKG:1978)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Is New 90 Day High Low • Nov 10New 90-day high: HK$0.55The company is up 24% from its price of HK$0.45 on 12 August 2020. The Hong Kong market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 5.0% over the same period.Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total losses of HK$26.6m, with earnings decreasing by HK$98.0m from the prior year. Total revenue was HK$893.4m over the last 12 months, down 16% from the prior year.お知らせ • Sep 30LH Group Limited Announce Not to Propose an Interim DividendLH Group Limited Board did not propose an interim dividend for the period compared to HK 4.96 cents paid for the same period a year ago.お知らせ • Aug 22LH Group Limited to Report First Half, 2020 Results on Aug 27, 2020LH Group Limited announced that they will report first half, 2020 results on Aug 27, 2020株主還元1978HK HospitalityHK 市場7D-1.6%-3.4%-1.5%1Y-17.1%-29.1%11.3%株主還元を見る業界別リターン: 1978過去 1 年間で-29.1 % の収益を上げたHong Kong Hospitality業界を上回りました。リターン対市場: 1978は、過去 1 年間で11.3 % のリターンを上げたHong Kong市場を下回りました。価格変動Is 1978's price volatile compared to industry and market?1978 volatility1978 Average Weekly Movement7.5%Hospitality Industry Average Movement5.9%Market Average Movement7.3%10% most volatile stocks in HK Market15.7%10% least volatile stocks in HK Market3.5%安定した株価: 1978 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1978の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20171,225Simon Wongwww.lhgroup.com.hk投資持株会社であるLHグループ・リミテッドは、香港でフルサービスのレストラン会社として運営されている。同社のレストランはアジア料理、日本料理、広東料理に特化している。同社は「Mou Mou Club」、「Peace Cuisine」、「Wing Wah Allday」、「Pot Master」、「#HAP Taiwanese Hotpot」、「Shabu Days」、「SO MEEN」、「KAMO」、「Twins Liangpi x KABU」の自社ブランド、「牛角」、「牛角J」、「牛角ジナンブー」、「温野菜」、「The Matcha Tokyo」のフランチャイズブランドで様々なレストランを運営している。また、関連当事者、社外の第三者、その他関係者・事業者への食品素材の販売、植物性食品「オムニポーク」「オムニビーフ」の提供も行っている。さらに、不動産保有事業、管理サービスの提供、調達・物流サービスの提供、食材の取引も行っている。同社は1980年に設立され、香港の九龍湾に本拠を置く。LHグループ・リミテッドはLHGホールディングスの子会社。もっと見るLH Group Limited 基礎のまとめLH Group の収益と売上を時価総額と比較するとどうか。1978 基礎統計学時価総額HK$252.00m収益（TTM）HK$1.70m売上高(TTM)HK$1.08b148.4xPER（株価収益率0.2xP/Sレシオ1978 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1978 損益計算書（TTM）収益HK$1.08b売上原価HK$725.88m売上総利益HK$358.80mその他の費用HK$357.10m収益HK$1.70m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.0021グロス・マージン33.08%純利益率0.16%有利子負債／自己資本比率0%1978 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/23 15:21終値2026/05/22 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LH Group Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: HK$0.002 (vs HK$0.04 loss in FY 2024)Full year 2025 results: EPS: HK$0.002 (up from HK$0.04 loss in FY 2024). Revenue: HK$1.08b (up 2.4% from FY 2024). Net income: HK$1.70m (up HK$33.8m from FY 2024). Profit margin: 0.2% (up from net loss in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 27LH Group Limited, Annual General Meeting, Jun 10, 2026LH Group Limited, Annual General Meeting, Jun 10, 2026.
Buy Or Sell Opportunity • Mar 23Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.32. The fair value is estimated to be HK$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Mar 12LH Group Limited to Report Fiscal Year 2025 Results on Mar 26, 2026LH Group Limited announced that they will report fiscal year 2025 results on Mar 26, 2026
Buy Or Sell Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to HK$0.35. The fair value is estimated to be HK$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.36. The fair value is estimated to be HK$0.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: HK$0.002 (vs HK$0.04 loss in FY 2024)Full year 2025 results: EPS: HK$0.002 (up from HK$0.04 loss in FY 2024). Revenue: HK$1.08b (up 2.4% from FY 2024). Net income: HK$1.70m (up HK$33.8m from FY 2024). Profit margin: 0.2% (up from net loss in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 27LH Group Limited, Annual General Meeting, Jun 10, 2026LH Group Limited, Annual General Meeting, Jun 10, 2026.
Buy Or Sell Opportunity • Mar 23Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.32. The fair value is estimated to be HK$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Mar 12LH Group Limited to Report Fiscal Year 2025 Results on Mar 26, 2026LH Group Limited announced that they will report fiscal year 2025 results on Mar 26, 2026
Buy Or Sell Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to HK$0.35. The fair value is estimated to be HK$0.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.36. The fair value is estimated to be HK$0.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Oct 05First half 2025 earnings released: HK$0.001 loss per share (vs HK$0.033 loss in 1H 2024)First half 2025 results: HK$0.001 loss per share (improved from HK$0.033 loss in 1H 2024). Revenue: HK$542.1m (up 3.4% from 1H 2024). Net loss: HK$633.0k (loss narrowed 98% from 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 31First half 2025 earnings released: HK$0.001 loss per share (vs HK$0.033 loss in 1H 2024)First half 2025 results: HK$0.001 loss per share (improved from HK$0.033 loss in 1H 2024). Revenue: HK$542.1m (up 3.4% from 1H 2024). Net loss: HK$995.0k (loss narrowed 96% from 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 15LH Group Limited to Report First Half, 2025 Results on Aug 28, 2025LH Group Limited announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Jun 05LH Group Limited Announces Nomination Committee Appointments, Effective 5 June 2025The board of LH Group Limited announced that with effect from 5 June 2025, Ms. Ko Sau Chee Grace (Ms. Ko), the executive Director, and Mr. Mak Kam Chiu (Mr. Mak), the independent non-executive Director, have been appointed as members of the nomination committee of the Board. Following the above changes, the Nomination Committee comprises Mr. Wong Kit Lung Simon as the chairman and Ms. Ko, Mr. Sin Yat Kin, Mr. Hung Wai Man and Mr. Mak as members.
New Risk • Mar 30New major risk - Revenue and earnings growthEarnings have declined by 3.6% 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 Risk Earnings have declined by 3.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (HK$324.0m market cap, or US$41.6m).
Reported Earnings • Mar 30Full year 2024 earnings released: HK$0.04 loss per share (vs HK$0.11 profit in FY 2023)Full year 2024 results: HK$0.04 loss per share (down from HK$0.11 profit in FY 2023). Revenue: HK$1.06b (down 17% from FY 2023). Net loss: HK$32.1m (down 136% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 28LH Group Limited, Annual General Meeting, Jun 05, 2025LH Group Limited, Annual General Meeting, Jun 05, 2025.
分析記事 • Mar 20Some Shareholders Feeling Restless Over LH Group Limited's (HKG:1978) P/S RatioThere wouldn't be many who think LH Group Limited's ( HKG:1978 ) price-to-sales (or "P/S") ratio of 0.3x is worth a...
お知らせ • Mar 17LH Group Limited to Report Fiscal Year 2024 Results on Mar 27, 2025LH Group Limited announced that they will report fiscal year 2024 results on Mar 27, 2025
分析記事 • Dec 12There's Reason For Concern Over LH Group Limited's (HKG:1978) Massive 25% Price JumpLH Group Limited ( HKG:1978 ) shares have continued their recent momentum with a 25% gain in the last month alone...
分析記事 • Dec 02Returns On Capital At LH Group (HKG:1978) Have StalledThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Reported Earnings • Oct 03First half 2024 earnings released: HK$0.033 loss per share (vs HK$0.059 profit in 1H 2023)First half 2024 results: HK$0.033 loss per share (down from HK$0.059 profit in 1H 2023). Revenue: HK$524.3m (down 21% from 1H 2023). Net loss: HK$26.5m (down 156% from profit in 1H 2023). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 22% per year.
Reported Earnings • Aug 29First half 2024 earnings released: HK$0.033 loss per share (vs HK$0.059 profit in 1H 2023)First half 2024 results: HK$0.033 loss per share (down from HK$0.059 profit in 1H 2023). Revenue: HK$524.3m (down 21% from 1H 2023). Net loss: HK$26.5m (down 156% from profit in 1H 2023). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 24% per year.
お知らせ • Aug 15LH Group Limited to Report First Half, 2024 Results on Aug 27, 2024LH Group Limited announced that they will report first half, 2024 results on Aug 27, 2024
分析記事 • Aug 13Investors Aren't Buying LH Group Limited's (HKG:1978) EarningsWith a price-to-earnings (or "P/E") ratio of 4.9x LH Group Limited ( HKG:1978 ) may be sending bullish signals at the...
お知らせ • Jun 08LH Group Limited Approves Final Dividend for the Year Ended 31 December 2023, Payable on or Around 27 June 2024LH Group Limited announced that at the AGM held on 6 June 2024, the company approved final dividend of 4.06 HK cents per share in respect of the year ended 31 December 2023, payable on or around 27 June 2024 to the Shareholders whose names appear on the register of members of the Company on 17 June 2024. The register of members of the Company will be closed from Thursday, 13 June 2024 to Monday, 17 June 2024, both days inclusive, in order to determine the entitlement of the Shareholders to receive the final dividend, during which no share transfers will be registered.
Upcoming Dividend • Jun 04Upcoming dividend of HK$0.041 per shareEligible shareholders must have bought the stock before 11 June 2024. Payment date: 27 June 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 9.9%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (3.4%).
分析記事 • May 31LH Group (HKG:1978) Has Announced That Its Dividend Will Be Reduced To HK$0.0406LH Group Limited's ( HKG:1978 ) dividend is being reduced from last year's payment covering the same period to...
分析記事 • May 06LH Group (HKG:1978) Will Pay A Smaller Dividend Than Last YearLH Group Limited's ( HKG:1978 ) dividend is being reduced from last year's payment covering the same period to...
分析記事 • May 03LH Group's (HKG:1978) Solid Earnings Have Been Accounted For ConservativelyLH Group Limited's ( HKG:1978 ) solid earnings announcement recently didn't do much to the stock price. Our analysis...
Reported Earnings • May 01Full year 2023 earnings released: EPS: HK$0.11 (vs HK$0.097 in FY 2022)Full year 2023 results: EPS: HK$0.11 (up from HK$0.097 in FY 2022). Revenue: HK$1.28b (up 20% from FY 2022). Net income: HK$88.1m (up 13% from FY 2022). Profit margin: 6.9% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. Total stores: 57 (up by 4 from FY 2022). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 12% per year.
分析記事 • Apr 19LH Group's (HKG:1978) Shareholders Will Receive A Smaller Dividend Than Last YearLH Group Limited's ( HKG:1978 ) dividend is being reduced from last year's payment covering the same period to...
Buy Or Sell Opportunity • Apr 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to HK$0.82. The fair value is estimated to be HK$1.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 14%.
お知らせ • Apr 12LH Group Limited Announces Resignation of Yu Wing Sze as Joint Company SecretaryThe board of directors of LH GROUP LIMITED announced that Ms. Yu Wing Sze has resigned from her position as the joint company secretary of the Company due to the end of the service contract between her affiliated professional services firm and the Company, with effect from 12 April 2024. Ms. Yu has confirmed that as of the date of this announcement, (i) she has no claim against the Company in respect of her resignation; (ii) she has no disagreement with the Board; and (iii) there is no other matter in respect of her resignation that would need to be brought to the attention of the shareholders of the Company and The Stock Exchange of Hong Kong Limited. Following the resignation of Ms. Yu, the other joint company secretary of the Company, Ms. Chan Hiu Yi, who possesses the professional qualifications and relevant experience of company secretary as required under Rule 3.28 of the Rules Governing the Listing of Securities on the Stock Exchange, will remain in office and act as the sole company secretary of the Company.
お知らせ • Mar 27LH Group Limited, Annual General Meeting, Jun 06, 2024LH Group Limited, Annual General Meeting, Jun 06, 2024.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: HK$0.11 (vs HK$0.097 in FY 2022)Full year 2023 results: EPS: HK$0.11 (up from HK$0.097 in FY 2022). Revenue: HK$1.28b (up 20% from FY 2022). Net income: HK$88.1m (up 13% from FY 2022). Profit margin: 6.9% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 27Now 24% undervaluedOver the last 90 days, the stock has risen 1.1% to HK$0.91. The fair value is estimated to be HK$1.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 14%.
お知らせ • Mar 26LH Group Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 27 June 2024LH Group Limited proposed final dividend of HKD 0.0406 per share for the year ended 31 December 2023. Date of shareholders' approval 06 June 2024. Ex-dividend date is 11 June 2024. Record date is 17 June 2024. Payment date is 27 June 2024.
お知らせ • Mar 14LH Group Limited to Report Fiscal Year 2023 Results on Mar 26, 2024LH Group Limited announced that they will report fiscal year 2023 results on Mar 26, 2024
Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 4.4% to HK$0.95. The fair value is estimated to be HK$1.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable.
Buying Opportunity • Dec 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be HK$1.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Nov 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: HK$776.0m (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (HK$776.0m market cap, or US$99.6m).
Reported Earnings • Oct 05First half 2023 earnings released: EPS: HK$0.059 (vs HK$0.008 in 1H 2022)First half 2023 results: EPS: HK$0.059 (up from HK$0.008 in 1H 2022). Revenue: HK$662.2m (up 65% from 1H 2022). Net income: HK$47.6m (up HK$40.8m from 1H 2022). Profit margin: 7.2% (up from 1.7% in 1H 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 07Upcoming dividend of HK$0.17 per share at 7.4% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 7.4%. Lower than top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 30First half 2023 earnings released: EPS: HK$0.059 (vs HK$0.008 in 1H 2022)First half 2023 results: EPS: HK$0.059 (up from HK$0.008 in 1H 2022). Revenue: HK$662.2m (up 65% from 1H 2022). Net income: HK$47.6m (up HK$40.8m from 1H 2022). Profit margin: 7.2% (up from 1.7% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 30LH Group (HKG:1978) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Aug 29+ 1 more updateLh Group Limited Declares Interim Dividend for the Six Months Ended 30 June 2023, Payable on 29 September 2023LH Group Limited announced Board resolved to declare HKD 0.0475 per share interim dividend for the Six Months Ended 30 June 2023. Ex-dividend date is 14 September 2023, Record date is 20 September 2023, Payment date is 29 September 2023.
お知らせ • Aug 18LH Group Limited to Report First Half, 2023 Results on Aug 28, 2023LH Group Limited announced that they will report first half, 2023 results on Aug 28, 2023
分析記事 • Jun 08LH Group's (HKG:1978) Dividend Will Be Increased To HK$0.0777LH Group Limited ( HKG:1978 ) will increase its dividend from last year's comparable payment on the 27th of June to...
お知らせ • Jun 08LH Group Limited Approves Final Dividend for the Year Ended 31 December 2022, Payable on or Around 27 June 2023LH Group Limited approved a final dividend of HKD 7.77 cents per share in respect of the year ended 31 December 2022, payable on or around 27 June 2023 to the Shareholders whose names appear on the register of members of the Company on 15 June 2023, at its annual general meeting held on June 7, 2023.
Upcoming Dividend • Jun 02Upcoming dividend of HK$0.078 per share at 6.5% yieldEligible shareholders must have bought the stock before 09 June 2023. Payment date: 27 June 2023. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 6.5%. Lower than top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (1.2%).
Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Net income: HK$77.7m (down 14% from FY 2021).
分析記事 • Feb 17LH Group (HKG:1978) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$1.01, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 19x in the Hospitality industry in Hong Kong. Total returns to shareholders of 148% over the past three years.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Non-Executive Director Yat Kin Sin was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 14LH Group Limited Appoints Luk Ernest Man Chung as Chief Executive (Food & Beverage), Effective 1 December 2022LH Group Limited announced that Mr. Luk Ernest Man Chung ("Mr. Luk") has been appointed as Chief Executive (Food & Beverage) of one of company's subsidiaries, with effect from 1 December 2022. The appointment marks a significant move by the Group to strengthen the core leadership team as it embarks on the next stage of growth ahead. Mr. Luk, aged 55, had close to 30 years of F&B working experience in Canada, the United States, Hong Kong, Singapore, Japan and China. Most recently he was the Chief Operating Officer of the Japanese restaurants division in a major local F&B group. Previously, he also worked in various leadership positions in finance and general management in Asia Pacific regional offices of two major US multinational F&B companies. Mr. Luk holds a Bachelor of Business Administration degree (First Class Hons.) in the Chinese University of Hong Kong and a Master of Business Administration degree in University of Western Ontario, Canada. With the appointment of Mr. Luk, the Group will further strengthen management support through the addition of different management personnel at various levels, including Chief Financial Officer, Chief Marketing Officer and Chief Operating Officer of F&B business, to ensure that the Group is well positioned for the next stage of growth and development.
Reported Earnings • Aug 31First half 2022 earnings released: EPS: HK$0.009 (vs HK$0.032 in 1H 2021)First half 2022 results: EPS: HK$0.009 (down from HK$0.032 in 1H 2021). Revenue: HK$420.2m (down 1.5% from 1H 2021). Net income: HK$6.79m (down 74% from 1H 2021). Profit margin: 1.6% (down from 6.0% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 30LH Group Limited Does Not Declare Interim Dividend Six Months Ended 30 June 2022LH Group Limited announced Board resolved not to declare any interim dividend for the Six Months Ended 30 June 2022.
お知らせ • Aug 20LH Group Limited Provides Consolidated Earnings Guidance for the Six Months Ended 30 June 2022LH Group Limited provided consolidated earnings guidance for the six months ended 30 June 2022. For the six months, the company announced that, based on preliminary review of the unaudited consolidated management accounts of the Group for the six months ended 30 June 2022 and assessment of the information currently available, the group is expected to record a decrease of approximately 80% in profit attributable to the Shareholders for the Review Period as compared to that for the six months ended 30 June 2021. The expected decrease in profit attributable to the Shareholders for the six months ended 30 June 2022 was mainly attributable to the outbreak of the fifth wave of COVID-19 (the "Pandemic") in Hong Kong during the Review Period, and implementation of dine-in restrictions and stricter social distancing policies by the Hong Kong Government, which had a negative impact on the Group's operations and business. A temporary suspension of business of the Group's restaurants and a weak market sentiment in early 2022 due to the Pandemic also led to a drop in the Group's revenue and profits, netted off with the effect of subsidies from the Hong Kong Government recognized during the Review Period.
お知らせ • Aug 18LH Group Limited to Report First Half, 2022 Results on Aug 29, 2022LH Group Limited announced that they will report first half, 2022 results on Aug 29, 2022
お知らせ • Jun 11LH Group Limited Declares Final Dividend for the Year Ended December 31, 2021, Payable on or Around 30 June 2022Following the approval by the Shareholders at the AGM, the Board of LH Group Limited announced that the Company will distribute a final dividend of 6.05 HK cents per share in respect of the year ended 31 December 2021 payable on or around 30 June 2022 to the Shareholders whose names appear on the register of members of the Company on 20 June 2022.
Upcoming Dividend • Jun 07Upcoming dividend of HK$0.06 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 30 June 2022. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (7.7%). Higher than average of industry peers (1.2%).
お知らせ • May 20LH Group Limited Proposes Final Dividend for the Year Ended December 31, 2021LH Group Limited proposed to declare a final dividend of HKD 0.0605 cents per share in respect of the year ended December 31, 2021.
分析記事 • Apr 27LH Group (HKG:1978) Is Reducing Its Dividend To HK$0.06LH Group Limited's ( HKG:1978 ) dividend is being reduced to HK$0.06 on the 30th of June. The dividend yield of 8.0% is...
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Non-Executive Director Yat Kin Sin was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS: HK$0.11 (vs HK$0.17 in FY 2020)Full year 2021 results: EPS: HK$0.11 (down from HK$0.17 in FY 2020). Revenue: HK$1.03b (up 27% from FY 2020). Net income: HK$90.1m (down 36% from FY 2020). Profit margin: 8.8% (down from 17% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% 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 • Mar 29+ 1 more updateLh Group Limited Announces Final Dividend for the Year Ended 31 December 2021, Payment Date Is 30 June 2022LH Group Limited announced Final Dividend of HKD 0.0605 per share for the year ended 31 December 2021. Ex-dividend date is 14 June 2022. Record date is 20 June 2022. Payment date is 30 June 2022.
Buying Opportunity • Jan 21Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be HK$1.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% per annum over the last 3 years. The company has become profitable over the last year.
分析記事 • Nov 09Estimating The Fair Value Of LH Group Limited (HKG:1978)Today we will run through one way of estimating the intrinsic value of LH Group Limited ( HKG:1978 ) by taking the...
Reported Earnings • Oct 01First half 2021 earnings released: EPS HK$0.032 (vs HK$0.03 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: HK$427.0m (up 5.1% from 1H 2020). Net income: HK$25.6m (up 5.7% from 1H 2020). Profit margin: 6.0% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 31First half 2021 earnings released: EPS HK$0.032 (vs HK$0.03 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: HK$427.0m (up 5.1% from 1H 2020). Net income: HK$25.6m (up 5.7% from 1H 2020). Profit margin: 6.0% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 27LH Group (HKG:1978) Will Want To Turn Around Its Return TrendsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to HK$1.01, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 33x in the Hospitality industry in Hong Kong. Total returns to shareholders of 10% over the past three years.
Upcoming Dividend • May 31Upcoming dividend of HK$0.13 per shareEligible shareholders must have bought the stock before 07 June 2021. Payment date: 25 June 2021. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (6.0%). Higher than average of industry peers (0.7%).
お知らせ • May 05Lh Group Limited Recommends Dividend in Respect of the Year Ended 31 December 2020LH Group Limited recommended dividend of HKD 13.16 cents per share in respect of the year ended 31 December 2020.
分析記事 • Apr 19LH Group (HKG:1978) Might Be Having Difficulty Using Its Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improved over the past weekAfter last week's 26% share price gain to HK$1.07, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 33x in the Hospitality industry in Hong Kong. Total returns to shareholders of 185% over the past year.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS HK$0.17 (vs HK$0.014 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: HK$897.9m (down 11% from FY 2019). Net income: HK$140.3m (up HK$151.6m from FY 2019). Profit margin: 16% (up from net loss in FY 2019). The move to profitability was driven by lower expenses.
お知らせ • Mar 21LH Group Limited Provides Earnings Guidance for the Year Ended 31 December 2020The board of directors of LH Group Limited informed the shareholders of the Company and the potential investors that, based on preliminary review of the unaudited consolidated management accounts of the Group for the year ended 31 December 2020 and currently available information, the Group is expected to record a profit attributable to the Shareholders of not less than HKD 130 million for the year 31 December 2020, as compared to a net loss attributable to the Shareholders of approximately HKD 11.2 million for the year ended 31 December 2019. Apart from the above, the Group's profit attributable to the Shareholders for the Year being higher than that of 2019 was also attributable to the following reasons: various proactive cost-control measures adopted by the Group to maintain its business and financial stability and, such measures included but not limited to, negotiating with landlords and vendors for the most favorable terms in relation to contracts and stringently optimizing staff costs and other operating expenses; decrease in provision for impairment of property, plant and equipment and right-of-use assets as compared with that of 2019; net gain from lease modification in relation to HKFRS 16 recorded in 2020; and receipt of COVID-19 related government grants and subsidies in 2020.
お知らせ • Mar 18LH Group Limited to Report Fiscal Year 2020 Results on Mar 29, 2021LH Group Limited announced that they will report fiscal year 2020 results on Mar 29, 2021
分析記事 • Feb 25Investors Who Bought LH Group (HKG:1978) Shares A Year Ago Are Now Up 12%There's no doubt that investing in the stock market is a truly brilliant way to build wealth. But if when you choose to...
Is New 90 Day High Low • Feb 24New 90-day high: HK$0.51The company is up 5.0% from its price of HK$0.48 on 26 November 2020. The Hong Kong market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 25% over the same period.
Is New 90 Day High Low • Jan 29New 90-day low: HK$0.43The company is down 1.0% from its price of HK$0.43 on 30 October 2020. The Hong Kong market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 18% over the same period.
分析記事 • Nov 25Our Take On The Returns On Capital At LH Group (HKG:1978)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Is New 90 Day High Low • Nov 10New 90-day high: HK$0.55The company is up 24% from its price of HK$0.45 on 12 August 2020. The Hong Kong market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 5.0% over the same period.
Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total losses of HK$26.6m, with earnings decreasing by HK$98.0m from the prior year. Total revenue was HK$893.4m over the last 12 months, down 16% from the prior year.
お知らせ • Sep 30LH Group Limited Announce Not to Propose an Interim DividendLH Group Limited Board did not propose an interim dividend for the period compared to HK 4.96 cents paid for the same period a year ago.
お知らせ • Aug 22LH Group Limited to Report First Half, 2020 Results on Aug 27, 2020LH Group Limited announced that they will report first half, 2020 results on Aug 27, 2020
