Here Group 過去の業績
過去 基準チェック /16
Here Groupは、平均年間73.3%の収益成長を遂げていますが、 Leisure業界の収益は、年間 減少しています。収益は、平均年間12% 9.9%収益成長率で 減少しています。 Here Groupの自己資本利益率は9.1%であり、純利益率は6.6%です。
主要情報
73.32%
収益成長率
91.06%
EPS成長率
| Leisure 業界の成長 | 16.88% |
| 収益成長率 | -9.90% |
| 株主資本利益率 | 9.08% |
| ネット・マージン | 6.63% |
| 前回の決算情報 | 31 Dec 2025 |
最近の業績更新
Recent updates
ナラティブ更新 • May 02
HERE: Buybacks And Fresh Bullish Coverage Will Support Long Term Repricing
Analysts have nudged their price target for Here Group higher to $5.52, a modest adjustment that reflects fresh bullish coverage and updated views on discount rate, revenue growth, and profit margin assumptions. Analyst Commentary While the latest price target sits at $5.52, not all research takes an upbeat stance.Seeking Alpha • Apr 18
Here Group: Why Xiao Ao Could Outperform Other IP Releases
Summary Here Group is reiterated as a 'Buy' with a price target of $6.20, reflecting upside from new IP launches like Xiao Ao. Xiao Ao, leveraging celebrity Wang Yibo's influence, is expected to materially outperform SIINONO and drive significant revenue growth into FY 2027. Wall St. targets $7.80 per share (~120% upside), but I remain less aggressive due to Wakuku concentration risk and execution uncertainties. Here Group maintains a clean balance sheet and ample cash, supporting its asset-light, IP-driven growth strategy despite inherent volatility. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 18
HERE: Bullish Coverage And Buybacks Will Support Future Earnings Multiple Framework
Analysts have adjusted their price target for Here Group to $7.79 from $9.78, citing updated views on fair value, revenue growth, profit margins, and future P/E following recent bullish research coverage. Analyst Commentary Bullish Takeaways Bullish analysts view the updated price target of $7.79 as aligned with their assessment of fair value, given the latest assumptions on revenue growth, profit margins, and P/E.ナラティブ更新 • Apr 04
HERE: Bullish Coverage And Buybacks Will Support Long Term Repricing
Analysts have trimmed their price target for Here Group to $5.52 from $7.02, citing updated assumptions for slightly softer long term revenue growth, lower profit margins and a higher future P/E multiple, together with a new bullish initiation from CICC that has reinforced confidence in the name. Analyst Commentary Recent commentary on Here Group has a mixed tone.
ナラティブ更新 • Mar 20
HERE: Bullish Coverage And Buybacks Will Support Future Upside Potential
Analysts have adjusted their price target for Here Group to about $14.00, a move they link to updated assumptions on revenue growth, profit margins, and a higher future P/E multiple following a recent bullish initiation of coverage by the Street. Analyst Commentary Recent bullish analysts describe the new approximately $14.00 price target for Here Group as a reflection of refreshed views on the company’s ability to convert its revenue base into more consistent profits and to justify a higher future P/E multiple over time.ナラティブ更新 • Mar 06
HERE: Fresh Bullish Coverage Will Support Future Earnings Multiple Framework
Analysts have trimmed their price target on Here Group to $9.78 per share. The updated view reflects a slightly lower discount rate and future P/E assumptions, along with fresh bullish coverage from CICC that supports the longer term investment case.ナラティブ更新 • Feb 19
HERE: Bullish Initiation And Buybacks Will Support Higher Future Earnings Multiple
Analysts have adjusted their price target on Here Group slightly lower to $9.78 from $9.81, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, with the recent bullish initiation from CICC providing additional context for their revised outlook. Analyst Commentary Recent research around Here Group has focused on how updated modelling for discount rates, revenue growth, profit margins and future P/E multiples feeds into the revised price target of $9.78.ナラティブ更新 • Feb 05
HERE: Bullish Initiation And Buybacks Will Support Higher Future Earnings Multiple
Analysts have reduced their price target on Here Group to US$9.81 from US$10.74, reflecting updated views on slightly higher discount rates, softer revenue growth and profit margin assumptions, as well as a higher future P/E multiple following recent bullish Street research initiation. Analyst Commentary Bullish Takeaways Bullish analysts see the higher future P/E multiple as a sign that the market may be willing to ascribe a premium to Here Group if it can deliver on current execution plans.ナラティブ更新 • Jan 21
HERE: 2026 Guidance And Completed Buybacks Will Support Further Upside
Analysts have slightly reduced their price target for Here Group to reflect a marginally lower discount rate, a small easing in expected revenue declines, and a modestly higher profit margin outlook. What's in the News QuantaSing Group Limited plans to change its name to Here Group Limited, effective November 10, 2025 (Key Developments).ナラティブ更新 • Jan 07
HERE: 2026 Revenue Guidance And Buybacks Will Support Further Upside
Analysts have trimmed their price target for Here Group to $14.11. This reflects slightly lower discount rate and revenue growth assumptions, along with a small uplift in projected profit margin and a modestly lower future P/E multiple.ナラティブ更新 • Dec 19
HERE Revenue Outlook And Margin Expansion Will Support Upside Potential
Analysts have trimmed their price target on Here Group from approximately $15.99 to $14.11 per share, citing slightly higher discount rate assumptions, which are offset by an improving revenue trajectory, stronger expected profit margins, and higher valuation multiples. What's in the News Here Group Limited issued full year fiscal 2026 revenue guidance of RMB 750.0 million to RMB 800.0 million, indicating confidence in scaling operations and international expansion (Key Developments).ナラティブ更新 • Dec 05
HERE: Share Buybacks And Rebranding Will Drive Future Upside Potential
Narrative Update on Here Group Analysts have reduced their price target on Here Group by approximately $2.65 per share, reflecting more conservative assumptions for revenue growth and profit margins, along with a higher expected future price-to-earnings multiple. What's in the News QuantaSing Group Limited will change its corporate name to Here Group Limited, effective November 10, 2025, aligning branding with its evolving strategic focus (company announcement).分析記事 • Nov 26
Lacklustre Performance Is Driving Here Group Limited's (NASDAQ:HERE) 29% Price Drop
To the annoyance of some shareholders, Here Group Limited ( NASDAQ:HERE ) shares are down a considerable 29% in the...分析記事 • Oct 12
Little Excitement Around QuantaSing Group Limited's (NASDAQ:QSG) Earnings As Shares Take 39% Pounding
QuantaSing Group Limited ( NASDAQ:QSG ) shareholders won't be pleased to see that the share price has had a very rough...ナラティブ更新 • Sep 19
Expanding Into The Silver Economy Will Open Opportunities But Carries Execution Risks
The upward revision in QuantaSing Group’s price target primarily reflects significantly improved revenue growth forecasts and a marked decline in future P/E, resulting in an increased consensus analyst price target from $12.34 to $13.39. What's in the News Completed repurchase of 1,734,219 shares (3.19%) for $3.6 million under the buyback announced on June 11, 2024.分析記事 • Aug 15
QuantaSing Group Limited (NASDAQ:QSG) Not Doing Enough For Some Investors As Its Shares Slump 27%
NasdaqGM:QSG 1 Year Share Price vs Fair Value Explore QuantaSing Group's Fair Values from the Community and select...分析記事 • Jul 19
These 4 Measures Indicate That QuantaSing Group (NASDAQ:QSG) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 11
Improved Earnings Required Before QuantaSing Group Limited (NASDAQ:QSG) Stock's 38% Jump Looks Justified
QuantaSing Group Limited ( NASDAQ:QSG ) shares have continued their recent momentum with a 38% gain in the last month...Seeking Alpha • Apr 14
QuantaSing: Dirt-Cheap Chinese EdTech Betting On The Silver Economy
Summary QuantaSing has diversified from EdTech into Consumer Goods and Business Services, focusing on the silver economy with products like Baijiu YUNTING and senior learning platforms. Despite a decline in Educational Services revenue, QuantaSing's restructuring has led to higher margins and profitability, with a significant EBIT increase and improved ROA. The market undervalues QuantaSing due to revenue drops, but its strong margins and low valuation multiples present a compelling investment opportunity. I rate QuantaSing a 'Buy' with a price target of $9 to $10, capitalizing on China's aging population and attractive stock price. Read the full article on Seeking Alpha
新しいナラティブ • Feb 08
Pivot To China's Silver Economy May Influence Future Prospects Despite Analysts' Cautious Forecasts
Strategic shift towards the silver economy aims to boost revenue by targeting China's aging population with tailored products and services.分析記事 • Oct 01
Improved Revenues Required Before QuantaSing Group Limited (NASDAQ:QSG) Stock's 33% Jump Looks Justified
The QuantaSing Group Limited ( NASDAQ:QSG ) share price has done very well over the last month, posting an excellent...分析記事 • Jun 13
QuantaSing Group Limited (NASDAQ:QSG) Looks Inexpensive After Falling 48% But Perhaps Not Attractive Enough
The QuantaSing Group Limited ( NASDAQ:QSG ) share price has fared very poorly over the last month, falling by a...分析記事 • Mar 06
Investors Met With Slowing Returns on Capital At QuantaSing Group (NASDAQ:QSG)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...収支内訳
収支内訳
Here Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 1,493 | 99 | 893 | 67 |
| 30 Sep 25 | 2,042 | 251 | 1,247 | 86 |
| 30 Jun 25 | 2,726 | 359 | 1,726 | 99 |
| 31 Mar 25 | 3,108 | 445 | 1,995 | 99 |
| 31 Dec 24 | 3,483 | 419 | 2,341 | 116 |
| 30 Sep 24 | 3,737 | 400 | 2,595 | 129 |
| 30 Jun 24 | 3,795 | 386 | 2,713 | 145 |
| 31 Mar 24 | 3,624 | 242 | 2,732 | 177 |
| 31 Dec 23 | 3,485 | 202 | 2,646 | 188 |
| 30 Sep 23 | 3,291 | 43 | 2,621 | 211 |
| 30 Jun 23 | 3,081 | -131 | 2,584 | 220 |
| 31 Mar 23 | 2,882 | -393 | 2,567 | 299 |
| 31 Dec 22 | 2,766 | -373 | 2,415 | 296 |
| 30 Sep 22 | 2,783 | -282 | 2,346 | 284 |
| 30 Jun 22 | 2,868 | -259 | 2,421 | 273 |
| 30 Jun 21 | 1,760 | -531 | 1,795 | 116 |
質の高い収益: HEREにはCN¥57.0M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。
利益率の向上: HEREの現在の純利益率 (6.6%)は、昨年(12%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: HEREの収益は過去 5 年間で年間73.3%増加しました。
成長の加速: HEREは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: HEREは過去 1 年間で収益成長率がマイナス ( -76.3% ) となったため、 Leisure業界平均 ( -24.5% ) と比較することが困難です。
株主資本利益率
高いROE: HEREの 自己資本利益率 ( 9.1% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 10:14 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
Here Group Limited 4 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。8
| アナリスト | 機関 |
|---|---|
| null null | China International Capital Corporation Limited |
| Liping Zhao | China International Capital Corporation Limited |
| Chongguang Feng | Citic Securities Co., Ltd. |