LC Logistics（2490）株式概要LC Logistics, Inc.は貨物輸送会社で、国境を越えた総合的な海上ロジスティクスとタイムチャーター・サービスを世界中に提供している。 詳細2490 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より15.5%で取引されている リスク分析高いレベルの非現金収入 利益率(7.4%)は昨年より低い(20.3%) 5.77%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る2490 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW490,068 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG490,068 investors already sharing narrativesYour Fair ValueHK$Current PriceHK$4.32146.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue CN¥1.1bEarnings CN¥81.5mAdvancedSet Fair ValueView all narrativesLC Logistics, Inc. 競合他社Seacon Shipping Group HoldingsSymbol: SEHK:2409Market cap: HK$2.2bXin Yuan Enterprises GroupSymbol: SEHK:1748Market cap: HK$929.3mChu Kong Shipping Enterprises (Group)Symbol: SEHK:560Market cap: HK$728.8mT.S. LinesSymbol: SEHK:2510Market cap: HK$13.7b価格と性能株価の高値、安値、推移の概要LC Logistics過去の株価現在の株価HK$4.3252週高値HK$8.7152週安値HK$3.70ベータ0.271ヶ月の変化-16.92%3ヶ月変化-11.84%1年変化-49.36%3年間の変化n/a5年間の変化n/aIPOからの変化69.41%最新ニュースRecent Insider Transactions • Jul 18President recently bought HK$27m worth of stockOn the 15th of July, Xin Xu bought around 6m shares on-market at roughly HK$4.18 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Xin's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Jul 13Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to HK$3.91. The fair value is estimated to be HK$5.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% 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 (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (7.4% net profit margin).Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 35%After last week's 35% share price gain to HK$5.25, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 42% over the past year.Buy Or Sell Opportunity • Jun 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to HK$3.91. The fair value is estimated to be HK$5.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$4.12, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 55% over the past year.最新情報をもっと見るRecent updatesRecent Insider Transactions • Jul 18President recently bought HK$27m worth of stockOn the 15th of July, Xin Xu bought around 6m shares on-market at roughly HK$4.18 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Xin's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Jul 13Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to HK$3.91. The fair value is estimated to be HK$5.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% 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 (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (7.4% net profit margin).Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 35%After last week's 35% share price gain to HK$5.25, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 42% over the past year.Buy Or Sell Opportunity • Jun 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to HK$3.91. The fair value is estimated to be HK$5.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$4.12, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 55% over the past year.分析記事 • May 06LC Logistics (HKG:2490) Posted Weak Earnings But There Is More To Worry AboutLC Logistics, Inc.'s ( HKG:2490 ) stock wasn't much affected by its recent lackluster earnings numbers. We did some...New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% 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 (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.4% net profit margin).Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$5.14, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 43% over the past year.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$4.70, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 9x in the Shipping industry in Hong Kong. Total loss to shareholders of 49% over the past year.Buy Or Sell Opportunity • Mar 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to HK$5.64. The fair value is estimated to be HK$4.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: CN¥0.24 (vs CN¥0.69 in FY 2024)Full year 2025 results: EPS: CN¥0.24 (down from CN¥0.69 in FY 2024). Revenue: CN¥1.87b (down 3.8% from FY 2024). Net income: CN¥138.0m (down 65% from FY 2024). Profit margin: 7.4% (down from 20% in FY 2024). The decrease in margin was primarily driven by higher expenses.お知らせ • Mar 17LC Logistics, Inc., Annual General Meeting, May 15, 2026LC Logistics, Inc., Annual General Meeting, May 15, 2026.お知らせ • Mar 05LC Logistics, Inc. to Report Fiscal Year 2025 Results on Mar 16, 2026LC Logistics, Inc. announced that they will report fiscal year 2025 results on Mar 16, 2026Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$5.75, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 6x in the Shipping industry in Hong Kong. Total loss to shareholders of 32% over the past year.Buy Or Sell Opportunity • Feb 26Now 29% undervaluedOver the last 90 days, the stock has risen 19% to HK$6.13. The fair value is estimated to be HK$8.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last year. Earnings per share has grown by 1,909%.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$6.23, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 6x in the Shipping industry in Hong Kong. Total loss to shareholders of 43% over the past year.お知らせ • Jan 28LC Logistics, Inc. Announces Special Dividend, Payable on April 15 , 2026LC Logistics, Inc. announced Special Dividend of HKD 0.25 per share. Payable on April 15, 2026. Ex-dividend date 26 February 2026, Record date 04 March 2026 .Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$5.08, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 5x in the Shipping industry in Hong Kong. Total loss to shareholders of 52% over the past year.Buy Or Sell Opportunity • Jan 08Now 21% overvaluedOver the last 90 days, the stock has fallen 36% to HK$4.82. The fair value is estimated to be HK$3.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last year. Earnings per share has grown by 1,909%.分析記事 • Oct 30Here's Why LC Logistics (HKG:2490) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Sep 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 100% 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 (100% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Aug 26First half 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.016 in 1H 2024)First half 2025 results: EPS: CN¥0.19 (up from CN¥0.016 in 1H 2024). Revenue: CN¥905.0m (up 20% from 1H 2024). Net income: CN¥111.3m (up CN¥101.9m from 1H 2024). Profit margin: 12% (up from 1.2% in 1H 2024).お知らせ • Aug 12LC Logistics, Inc. to Report First Half, 2025 Results on Aug 22, 2025LC Logistics, Inc. announced that they will report first half, 2025 results on Aug 22, 2025Board Change • Aug 11Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (4 non-independent directors). President, CEO & Chairman of the Board Xin Xu is the most experienced director on the board, commencing their role in 2022. Independent Non-Executive Director Kequan Yang was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.New Risk • Jul 21New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (87% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Jun 20LC Logistics, Inc. Announces Board and Committee Changes, Effective 20 June 2025The Board of LC Logistics, Inc. announced that Mr. Du Haibo has resigned as an independent non-executive director of the Company and ceased to be the chairman of the audit committee of the Board with effect from 20 June 2025 as he would like to focus on other career development. Mr. Du has confirmed that he has no disagreement with the Board and there are no other matters relating to his resignation that need to be brought to the attention of the shareholders of the Company or The Stock Exchange of Hong Kong Limited (the "Stock Exchange"). The Board announced that, Dr. Yang Kequan has been appointed as an independent non-executive director of the Company and the chairman of the Audit Committee with effect from 20 June 2025. The biographical details of Dr. Yang are set out below: Dr. Yang, aged 58, has over 15 years of experience in business administration and financial management. From December 2005 to December 2008 and since June 2015 to present, Dr. Yang served and has served as an associate professor at Shanghai Lixin University of Accounting and Finance (an institution formerly known as Shanghai Lixin University of Commerce. He has served as the independent director at Springsnow Food Group Co. Ltd., a chicken food products manufacturer whose shares are listed on the Shanghai Stock Exchange since May 2020; the independent director at Shanghai Hydee Software Corp. Ltd., a solutions provider for pharmaceutical distribution industry whose shares are listed on the National Equities Exchange and Quotations since June 2020; the independent director at Eurocrane (China) Co. Ltd., a manufacturer and service provider of cranes and material handling products whose shares are listed on the Shanghai Stock Exchange (stock code: 603966) since August 2018; the independent director at Dajia Property & Casualty Insurance Co. Ltd., a company principally engaged in the provision of insurance services since June 2023; the independent non-executive director of Pu'er Lancang Ancient Tea Co. Ltd., a comprehensive tea company that integrates research and development, production and sales, whose shares are listed on the Stock Exchange (stock code: 06911) since June 2024. Dr. Yang graduated from Graduate School of Chinese Academy of Social Sciences with a Doctor of Philosophy degree in management in July 2004, Capital University of Economics and Business (included the institution formerly known as Beijing Institute of Economics with a master's degree in economics in July 1994, and Hebei University of Economics and Business (formerly known as Hebei Finance College with a bachelor's degree in economics in July 1991. Dr. Yang was accredited as a Certified Public Accountant by the Treasury Certified Public Accountant Examination Board in May 1998. He also obtained a Lawyer's Qualification Certificate issued by the Lawyer Qualification Examination Committee of the Ministry of Justice of the People's Republic of China in May 1999, a AMAC Fund Practitioner Qualification (AMAC) in November 2016, a Qualification Certificate of Independent Director issued by the Shanghai Stock Exchange in September 2007, and a SAC Securities Industry Qualification (SAC) in October 2016. Dr. Yang was awarded the "Yucai Award" by the Shanghai Municipal Education Commission and Shanghai Education Development Foundation in September 2007. CHANGE OF COMPOSITION OF THE NOMINATION COMMITTEE The Board further announces the following changes in the composition of the nomination committee of the Board (the "Nomination Committee "), with effect from 20 June 2025: (i) Ms. Zhu Jiali, an executive director of the Company, has been appointed as a member of the Nomination Committee; (ii) Mr. Xu Xin, an executive director and chief executive officer of the Company, has ceased to be the chairman of the Nomination Committee; and (iii) Dr. Gu Lin, an independent non-executive director of the Company, has been appointed as the chairman of the Nomination Committee. Following the above changes, the Nomination Committee comprises two independent non-executive directors (namely Dr. Gu Lin, the chairman of the Committee, and Mr. Qi Yinliang) and one executive director (namely Ms. Zhu Jiali), and has one director of a different gender.お知らせ • May 16LC Logistics, Inc. Declares Final Dividend for the Year Ended 31 December 2024LC Logistics, Inc. at its AGM held on May 16, 2025, declared a final dividend of HKD 0.44 per share for the year ended 31 December 2024.Upcoming Dividend • May 13Upcoming dividend of HK$0.44 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (12%).分析記事 • Apr 29Shareholders Shouldn’t Be Too Comfortable With LC Logistics' (HKG:2490) Strong EarningsDespite posting strong earnings, LC Logistics, Inc.'s ( HKG:2490 ) stock didn't move much over the last week. We think...Reported Earnings • Apr 25Full year 2024 earnings released: EPS: CN¥1.38 (vs CN¥0.45 in FY 2023)Full year 2024 results: EPS: CN¥1.38 (up from CN¥0.45 in FY 2023). Revenue: CN¥1.95b (up 57% from FY 2023). Net income: CN¥395.8m (up 233% from FY 2023). Profit margin: 20% (up from 9.6% in FY 2023).Reported Earnings • Mar 22Full year 2024 earnings released: EPS: CN¥1.38 (vs CN¥0.45 in FY 2023)Full year 2024 results: EPS: CN¥1.38 (up from CN¥0.45 in FY 2023). Revenue: CN¥1.95b (up 57% from FY 2023). Net income: CN¥395.8m (up 233% from FY 2023). Profit margin: 20% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue.お知らせ • Mar 21LC Logistics, Inc. Proposes Final Ordinary Cash Dividend for the Year Ended 31 December 2024, Payable on 04 June 2025LC Logistics, Inc. proposed final ordinary cash dividend of HKD 0.44 per share for the year ended 31 December 2024. Date of shareholders' approval is 16 May 2025. Ex-dividend date is 20 May 2025. Record date is 26 May 2025. Payment date is 04 June 2025.お知らせ • Mar 20LC Logistics, Inc., Annual General Meeting, May 16, 2025LC Logistics, Inc., Annual General Meeting, May 16, 2025.お知らせ • Mar 10LC Logistics, Inc. to Report Fiscal Year 2024 Results on Mar 20, 2025LC Logistics, Inc. announced that they will report fiscal year 2024 results on Mar 20, 2025お知らせ • Nov 08LC Logistics, Inc. Announces Special Dividend, Payable on or Around December 20, 2024The Board of LC Logistics, Inc. announced that at the meeting of the Board held on 8 November 2024, the Board approved the declaration and payment of a special dividend of RMB 0.15 per ordinary share of the Company to the Shareholders, amounting to approximately RMB 43 million in aggregate. The Special Dividend will be distributed on or around, 20 December 2024 to the Shareholders whose names appear on the Company's register of members at the close of business on, 27 November 2024.Reported Earnings • Sep 25First half 2024 earnings released: EPS: CN¥0.033 (vs CN¥0.41 in 1H 2023)First half 2024 results: EPS: CN¥0.033 (down from CN¥0.41 in 1H 2023). Revenue: CN¥754.2m (up 15% from 1H 2023). Net income: CN¥9.39m (down 91% from 1H 2023). Profit margin: 1.2% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses.Reported Earnings • Aug 24First half 2024 earnings released: EPS: CN¥0.033 (vs CN¥0.41 in 1H 2023)First half 2024 results: EPS: CN¥0.033 (down from CN¥0.41 in 1H 2023). Revenue: CN¥754.2m (up 15% from 1H 2023). Net income: CN¥9.39m (down 91% from 1H 2023). Profit margin: 1.2% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses.New Risk • Aug 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.8% Last year net profit margin: 8.1% 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 Earnings have declined by 16% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (1.8% net profit margin).お知らせ • Aug 06LC Logistics, Inc. to Report First Half, 2025 Results on Aug 20, 2024LC Logistics, Inc. announced that they will report first half, 2025 results on Aug 20, 2024Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$33.20, the stock trades at a trailing P/E ratio of 74.4x. Average trailing P/E is 14x in the Shipping industry in Hong Kong.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$28.00, the stock trades at a trailing P/E ratio of 62.7x. Average trailing P/E is 15x in the Shipping industry in Hong Kong.分析記事 • Jun 05Is LC Logistics (HKG:2490) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$22.70, the stock trades at a trailing P/E ratio of 50.6x. Average trailing P/E is 14x in the Shipping industry in Hong Kong.分析記事 • Apr 30LC Logistics' (HKG:2490) Weak Earnings May Only Reveal A Part Of The Whole PictureLC Logistics, Inc.'s ( HKG:2490 ) stock showed strength, with investors undeterred by its weak earnings report. While...Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.45 (vs CN¥1.49 in FY 2022)Full year 2023 results: EPS: CN¥0.45 (down from CN¥1.49 in FY 2022). Revenue: CN¥1.24b (down 73% from FY 2022). Net income: CN¥118.9m (down 69% from FY 2022). Profit margin: 9.6% (up from 8.3% in FY 2022). The increase in margin was driven by lower expenses.分析記事 • Apr 16After Leaping 134% LC Logistics, Inc. (HKG:2490) Shares Are Not Flying Under The RadarLC Logistics, Inc. ( HKG:2490 ) shareholders have had their patience rewarded with a 134% share price jump in the last...Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.07, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 11x in the Shipping industry in Hong Kong.Reported Earnings • Mar 30Full year 2023 earnings released: EPS: CN¥0.45 (vs CN¥8.94 in FY 2022)Full year 2023 results: EPS: CN¥0.45 (down from CN¥8.94 in FY 2022). Revenue: CN¥1.24b (down 73% from FY 2022). Net income: CN¥118.9m (down 69% from FY 2022). Profit margin: 9.6% (up from 8.3% in FY 2022). The increase in margin was driven by lower expenses.お知らせ • Mar 28LC Logistics, Inc., Annual General Meeting, May 20, 2024LC Logistics, Inc., Annual General Meeting, May 20, 2024.お知らせ • Mar 15LC Logistics, Inc. to Report Fiscal Year 2023 Results on Mar 26, 2024LC Logistics, Inc. announced that they will report fiscal year 2023 results on Mar 26, 2024Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$6.27, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 7x in the Logistics industry in Hong Kong.Reported Earnings • Oct 01First half 2023 earnings releasedFirst half 2023 results: EPS: CN¥0.41. Net income: CN¥104.1m (up CN¥104.1m from 1H 2022).お知らせ • Sep 26LC Logistics, Inc. to Report First Half, 2023 Results on Sep 27, 2023LC Logistics, Inc. announced that they will report first half, 2023 results on Sep 27, 2023Board Change • Sep 25Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). President, CEO & Chairman of the Board Xin Xu is the most experienced director on the board, commencing their role in 2022. Independent Non-Executive Director Lin Gu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Sep 23LC Logistics, Inc. has completed an IPO in the amount of HKD 145.6407 million.LC Logistics, Inc. has completed an IPO in the amount of HKD 145.6407 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,839,000 Price\Range: HKD 5.13 Discount Per Security: HKD 0.1665 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 25,551,000 Price\Range: HKD 5.13 Discount Per Security: HKD 0.1665 Transaction Features: Regulation S株主還元2490HK ShippingHK 市場7D4.9%8.2%0.3%1Y-49.4%14.1%-3.9%株主還元を見る業界別リターン: 2490過去 1 年間で14.1 % の収益を上げたHong Kong Shipping業界を下回りました。リターン対市場: 2490は、過去 1 年間で-3.9 % 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 2490's price volatile compared to industry and market?2490 volatility2490 Average Weekly Movement10.6%Shipping Industry Average Movement5.6%Market Average Movement7.6%10% most volatile stocks in HK Market16.3%10% least volatile stocks in HK Market3.6%安定した株価: 2490 、 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: 2490の 週次ボラティリティ ( 11% ) 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2004349Xin Xuwww.lcang.comLC Logistics, Inc.は貨物輸送会社で、国境を越えた海上物流とタイムチャーターの総合サービスを世界中で提供している。同社は、ロジスティクス・ソリューション・コンサルタント、船積み手配、地上輸送、出発前の倉庫保管、出発前の通関、国境を越えた海上輸送、到着後の通関、倉庫保管、到着後のその他の付加価値サービス、ラストワンマイル配達を含む国境を越えたロジスティクス・サービスを提供している。また、自社所有のコンテナ船や第三者からの定期傭船も行っている。同社は2004年に設立され、中華人民共和国の青島を拠点としている。もっと見るLC Logistics, Inc. 基礎のまとめLC Logistics の収益と売上を時価総額と比較するとどうか。2490 基礎統計学時価総額HK$2.47b収益（TTM）HK$159.67m売上高(TTM)HK$2.17b15.5xPER（株価収益率1.1xP/Sレシオ2490 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2490 損益計算書（TTM）収益CN¥1.87b売上原価CN¥1.70b売上総利益CN¥174.97mその他の費用CN¥36.96m収益CN¥138.00m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）0.24グロス・マージン9.35%純利益率7.37%有利子負債／自己資本比率2.6%2490 の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.8%現在の配当利回り37%配当性向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2026/07/19 02:51終値2026/07/17 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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋LC Logistics, Inc. 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
Recent Insider Transactions • Jul 18President recently bought HK$27m worth of stockOn the 15th of July, Xin Xu bought around 6m shares on-market at roughly HK$4.18 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Xin's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Jul 13Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to HK$3.91. The fair value is estimated to be HK$5.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.
New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% 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 (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (7.4% net profit margin).
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 35%After last week's 35% share price gain to HK$5.25, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 42% over the past year.
Buy Or Sell Opportunity • Jun 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to HK$3.91. The fair value is estimated to be HK$5.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$4.12, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 55% over the past year.
Recent Insider Transactions • Jul 18President recently bought HK$27m worth of stockOn the 15th of July, Xin Xu bought around 6m shares on-market at roughly HK$4.18 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Xin's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Jul 13Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to HK$3.91. The fair value is estimated to be HK$5.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.
New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 11% 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 (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (7.4% net profit margin).
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 35%After last week's 35% share price gain to HK$5.25, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 42% over the past year.
Buy Or Sell Opportunity • Jun 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to HK$3.91. The fair value is estimated to be HK$5.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$4.12, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 55% over the past year.
分析記事 • May 06LC Logistics (HKG:2490) Posted Weak Earnings But There Is More To Worry AboutLC Logistics, Inc.'s ( HKG:2490 ) stock wasn't much affected by its recent lackluster earnings numbers. We did some...
New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% 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 (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.4% net profit margin).
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$5.14, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 10x in the Shipping industry in Hong Kong. Total loss to shareholders of 43% over the past year.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$4.70, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 9x in the Shipping industry in Hong Kong. Total loss to shareholders of 49% over the past year.
Buy Or Sell Opportunity • Mar 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to HK$5.64. The fair value is estimated to be HK$4.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Earnings per share has grown by 6.1%.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: CN¥0.24 (vs CN¥0.69 in FY 2024)Full year 2025 results: EPS: CN¥0.24 (down from CN¥0.69 in FY 2024). Revenue: CN¥1.87b (down 3.8% from FY 2024). Net income: CN¥138.0m (down 65% from FY 2024). Profit margin: 7.4% (down from 20% in FY 2024). The decrease in margin was primarily driven by higher expenses.
お知らせ • Mar 17LC Logistics, Inc., Annual General Meeting, May 15, 2026LC Logistics, Inc., Annual General Meeting, May 15, 2026.
お知らせ • Mar 05LC Logistics, Inc. to Report Fiscal Year 2025 Results on Mar 16, 2026LC Logistics, Inc. announced that they will report fiscal year 2025 results on Mar 16, 2026
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$5.75, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 6x in the Shipping industry in Hong Kong. Total loss to shareholders of 32% over the past year.
Buy Or Sell Opportunity • Feb 26Now 29% undervaluedOver the last 90 days, the stock has risen 19% to HK$6.13. The fair value is estimated to be HK$8.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last year. Earnings per share has grown by 1,909%.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$6.23, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 6x in the Shipping industry in Hong Kong. Total loss to shareholders of 43% over the past year.
お知らせ • Jan 28LC Logistics, Inc. Announces Special Dividend, Payable on April 15 , 2026LC Logistics, Inc. announced Special Dividend of HKD 0.25 per share. Payable on April 15, 2026. Ex-dividend date 26 February 2026, Record date 04 March 2026 .
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$5.08, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 5x in the Shipping industry in Hong Kong. Total loss to shareholders of 52% over the past year.
Buy Or Sell Opportunity • Jan 08Now 21% overvaluedOver the last 90 days, the stock has fallen 36% to HK$4.82. The fair value is estimated to be HK$3.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last year. Earnings per share has grown by 1,909%.
分析記事 • Oct 30Here's Why LC Logistics (HKG:2490) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Sep 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 100% 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 (100% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 26First half 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.016 in 1H 2024)First half 2025 results: EPS: CN¥0.19 (up from CN¥0.016 in 1H 2024). Revenue: CN¥905.0m (up 20% from 1H 2024). Net income: CN¥111.3m (up CN¥101.9m from 1H 2024). Profit margin: 12% (up from 1.2% in 1H 2024).
お知らせ • Aug 12LC Logistics, Inc. to Report First Half, 2025 Results on Aug 22, 2025LC Logistics, Inc. announced that they will report first half, 2025 results on Aug 22, 2025
Board Change • Aug 11Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (4 non-independent directors). President, CEO & Chairman of the Board Xin Xu is the most experienced director on the board, commencing their role in 2022. Independent Non-Executive Director Kequan Yang was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
New Risk • Jul 21New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (87% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Jun 20LC Logistics, Inc. Announces Board and Committee Changes, Effective 20 June 2025The Board of LC Logistics, Inc. announced that Mr. Du Haibo has resigned as an independent non-executive director of the Company and ceased to be the chairman of the audit committee of the Board with effect from 20 June 2025 as he would like to focus on other career development. Mr. Du has confirmed that he has no disagreement with the Board and there are no other matters relating to his resignation that need to be brought to the attention of the shareholders of the Company or The Stock Exchange of Hong Kong Limited (the "Stock Exchange"). The Board announced that, Dr. Yang Kequan has been appointed as an independent non-executive director of the Company and the chairman of the Audit Committee with effect from 20 June 2025. The biographical details of Dr. Yang are set out below: Dr. Yang, aged 58, has over 15 years of experience in business administration and financial management. From December 2005 to December 2008 and since June 2015 to present, Dr. Yang served and has served as an associate professor at Shanghai Lixin University of Accounting and Finance (an institution formerly known as Shanghai Lixin University of Commerce. He has served as the independent director at Springsnow Food Group Co. Ltd., a chicken food products manufacturer whose shares are listed on the Shanghai Stock Exchange since May 2020; the independent director at Shanghai Hydee Software Corp. Ltd., a solutions provider for pharmaceutical distribution industry whose shares are listed on the National Equities Exchange and Quotations since June 2020; the independent director at Eurocrane (China) Co. Ltd., a manufacturer and service provider of cranes and material handling products whose shares are listed on the Shanghai Stock Exchange (stock code: 603966) since August 2018; the independent director at Dajia Property & Casualty Insurance Co. Ltd., a company principally engaged in the provision of insurance services since June 2023; the independent non-executive director of Pu'er Lancang Ancient Tea Co. Ltd., a comprehensive tea company that integrates research and development, production and sales, whose shares are listed on the Stock Exchange (stock code: 06911) since June 2024. Dr. Yang graduated from Graduate School of Chinese Academy of Social Sciences with a Doctor of Philosophy degree in management in July 2004, Capital University of Economics and Business (included the institution formerly known as Beijing Institute of Economics with a master's degree in economics in July 1994, and Hebei University of Economics and Business (formerly known as Hebei Finance College with a bachelor's degree in economics in July 1991. Dr. Yang was accredited as a Certified Public Accountant by the Treasury Certified Public Accountant Examination Board in May 1998. He also obtained a Lawyer's Qualification Certificate issued by the Lawyer Qualification Examination Committee of the Ministry of Justice of the People's Republic of China in May 1999, a AMAC Fund Practitioner Qualification (AMAC) in November 2016, a Qualification Certificate of Independent Director issued by the Shanghai Stock Exchange in September 2007, and a SAC Securities Industry Qualification (SAC) in October 2016. Dr. Yang was awarded the "Yucai Award" by the Shanghai Municipal Education Commission and Shanghai Education Development Foundation in September 2007. CHANGE OF COMPOSITION OF THE NOMINATION COMMITTEE The Board further announces the following changes in the composition of the nomination committee of the Board (the "Nomination Committee "), with effect from 20 June 2025: (i) Ms. Zhu Jiali, an executive director of the Company, has been appointed as a member of the Nomination Committee; (ii) Mr. Xu Xin, an executive director and chief executive officer of the Company, has ceased to be the chairman of the Nomination Committee; and (iii) Dr. Gu Lin, an independent non-executive director of the Company, has been appointed as the chairman of the Nomination Committee. Following the above changes, the Nomination Committee comprises two independent non-executive directors (namely Dr. Gu Lin, the chairman of the Committee, and Mr. Qi Yinliang) and one executive director (namely Ms. Zhu Jiali), and has one director of a different gender.
お知らせ • May 16LC Logistics, Inc. Declares Final Dividend for the Year Ended 31 December 2024LC Logistics, Inc. at its AGM held on May 16, 2025, declared a final dividend of HKD 0.44 per share for the year ended 31 December 2024.
Upcoming Dividend • May 13Upcoming dividend of HK$0.44 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (12%).
分析記事 • Apr 29Shareholders Shouldn’t Be Too Comfortable With LC Logistics' (HKG:2490) Strong EarningsDespite posting strong earnings, LC Logistics, Inc.'s ( HKG:2490 ) stock didn't move much over the last week. We think...
Reported Earnings • Apr 25Full year 2024 earnings released: EPS: CN¥1.38 (vs CN¥0.45 in FY 2023)Full year 2024 results: EPS: CN¥1.38 (up from CN¥0.45 in FY 2023). Revenue: CN¥1.95b (up 57% from FY 2023). Net income: CN¥395.8m (up 233% from FY 2023). Profit margin: 20% (up from 9.6% in FY 2023).
Reported Earnings • Mar 22Full year 2024 earnings released: EPS: CN¥1.38 (vs CN¥0.45 in FY 2023)Full year 2024 results: EPS: CN¥1.38 (up from CN¥0.45 in FY 2023). Revenue: CN¥1.95b (up 57% from FY 2023). Net income: CN¥395.8m (up 233% from FY 2023). Profit margin: 20% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue.
お知らせ • Mar 21LC Logistics, Inc. Proposes Final Ordinary Cash Dividend for the Year Ended 31 December 2024, Payable on 04 June 2025LC Logistics, Inc. proposed final ordinary cash dividend of HKD 0.44 per share for the year ended 31 December 2024. Date of shareholders' approval is 16 May 2025. Ex-dividend date is 20 May 2025. Record date is 26 May 2025. Payment date is 04 June 2025.
お知らせ • Mar 20LC Logistics, Inc., Annual General Meeting, May 16, 2025LC Logistics, Inc., Annual General Meeting, May 16, 2025.
お知らせ • Mar 10LC Logistics, Inc. to Report Fiscal Year 2024 Results on Mar 20, 2025LC Logistics, Inc. announced that they will report fiscal year 2024 results on Mar 20, 2025
お知らせ • Nov 08LC Logistics, Inc. Announces Special Dividend, Payable on or Around December 20, 2024The Board of LC Logistics, Inc. announced that at the meeting of the Board held on 8 November 2024, the Board approved the declaration and payment of a special dividend of RMB 0.15 per ordinary share of the Company to the Shareholders, amounting to approximately RMB 43 million in aggregate. The Special Dividend will be distributed on or around, 20 December 2024 to the Shareholders whose names appear on the Company's register of members at the close of business on, 27 November 2024.
Reported Earnings • Sep 25First half 2024 earnings released: EPS: CN¥0.033 (vs CN¥0.41 in 1H 2023)First half 2024 results: EPS: CN¥0.033 (down from CN¥0.41 in 1H 2023). Revenue: CN¥754.2m (up 15% from 1H 2023). Net income: CN¥9.39m (down 91% from 1H 2023). Profit margin: 1.2% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses.
Reported Earnings • Aug 24First half 2024 earnings released: EPS: CN¥0.033 (vs CN¥0.41 in 1H 2023)First half 2024 results: EPS: CN¥0.033 (down from CN¥0.41 in 1H 2023). Revenue: CN¥754.2m (up 15% from 1H 2023). Net income: CN¥9.39m (down 91% from 1H 2023). Profit margin: 1.2% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses.
New Risk • Aug 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.8% Last year net profit margin: 8.1% 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 Earnings have declined by 16% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (1.8% net profit margin).
お知らせ • Aug 06LC Logistics, Inc. to Report First Half, 2025 Results on Aug 20, 2024LC Logistics, Inc. announced that they will report first half, 2025 results on Aug 20, 2024
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$33.20, the stock trades at a trailing P/E ratio of 74.4x. Average trailing P/E is 14x in the Shipping industry in Hong Kong.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$28.00, the stock trades at a trailing P/E ratio of 62.7x. Average trailing P/E is 15x in the Shipping industry in Hong Kong.
分析記事 • Jun 05Is LC Logistics (HKG:2490) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$22.70, the stock trades at a trailing P/E ratio of 50.6x. Average trailing P/E is 14x in the Shipping industry in Hong Kong.
分析記事 • Apr 30LC Logistics' (HKG:2490) Weak Earnings May Only Reveal A Part Of The Whole PictureLC Logistics, Inc.'s ( HKG:2490 ) stock showed strength, with investors undeterred by its weak earnings report. While...
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.45 (vs CN¥1.49 in FY 2022)Full year 2023 results: EPS: CN¥0.45 (down from CN¥1.49 in FY 2022). Revenue: CN¥1.24b (down 73% from FY 2022). Net income: CN¥118.9m (down 69% from FY 2022). Profit margin: 9.6% (up from 8.3% in FY 2022). The increase in margin was driven by lower expenses.
分析記事 • Apr 16After Leaping 134% LC Logistics, Inc. (HKG:2490) Shares Are Not Flying Under The RadarLC Logistics, Inc. ( HKG:2490 ) shareholders have had their patience rewarded with a 134% share price jump in the last...
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.07, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 11x in the Shipping industry in Hong Kong.
Reported Earnings • Mar 30Full year 2023 earnings released: EPS: CN¥0.45 (vs CN¥8.94 in FY 2022)Full year 2023 results: EPS: CN¥0.45 (down from CN¥8.94 in FY 2022). Revenue: CN¥1.24b (down 73% from FY 2022). Net income: CN¥118.9m (down 69% from FY 2022). Profit margin: 9.6% (up from 8.3% in FY 2022). The increase in margin was driven by lower expenses.
お知らせ • Mar 28LC Logistics, Inc., Annual General Meeting, May 20, 2024LC Logistics, Inc., Annual General Meeting, May 20, 2024.
お知らせ • Mar 15LC Logistics, Inc. to Report Fiscal Year 2023 Results on Mar 26, 2024LC Logistics, Inc. announced that they will report fiscal year 2023 results on Mar 26, 2024
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$6.27, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 7x in the Logistics industry in Hong Kong.
Reported Earnings • Oct 01First half 2023 earnings releasedFirst half 2023 results: EPS: CN¥0.41. Net income: CN¥104.1m (up CN¥104.1m from 1H 2022).
お知らせ • Sep 26LC Logistics, Inc. to Report First Half, 2023 Results on Sep 27, 2023LC Logistics, Inc. announced that they will report first half, 2023 results on Sep 27, 2023
Board Change • Sep 25Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). President, CEO & Chairman of the Board Xin Xu is the most experienced director on the board, commencing their role in 2022. Independent Non-Executive Director Lin Gu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Sep 23LC Logistics, Inc. has completed an IPO in the amount of HKD 145.6407 million.LC Logistics, Inc. has completed an IPO in the amount of HKD 145.6407 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,839,000 Price\Range: HKD 5.13 Discount Per Security: HKD 0.1665 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 25,551,000 Price\Range: HKD 5.13 Discount Per Security: HKD 0.1665 Transaction Features: Regulation S
