Here Group Limited

NasdaqGM:HERE 株式レポート

時価総額：US$115.3m

Here Group 過去の業績

過去 基準チェック /16

Here Groupは、平均年間64.9%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8.9% 4%収益成長率で 減少しています。 Here Groupの自己資本利益率は2.2%であり、純利益率は2.2%です。

主要情報

64.92%

収益成長率

84.75%

EPS成長率

Leisure 業界の成長16.88%
収益成長率-4.01%
株主資本利益率2.22%
ネット・マージン2.19%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • Jun 15

HERE: Share Repurchases Will Support Long Term Repricing Despite Lower P/E Multiple

Analysts have reset their price target for Here Group to $2.50 from $14, reflecting softer execution visibility, normalization in pop toy sales, and a lower target forward P/E multiple of 5x that builds in a discount for execution risks and limited near term re rating catalysts. What's in the News Here Group issued preliminary revenue guidance for the fourth quarter ending June 30, 2026, indicating an expected range of RMB 130.0 million to RMB 140.0 million.
Seeking Alpha • Jun 09

Here Group: Deeply Discounted, But Limited Catalysts

Summary Here Group remains deeply discounted, trading below net cash and NCAV, despite recent setbacks and a ~25% guidance cut. WAKUKU's sales dropped sharply, but SIINONO accelerated, and gross margin improved to 34.5%, with fixed costs managed via pop-up stores and autonomous PoS. Cash burn remains a concern, but with $97 million cash on hand and buybacks authorized, liquidity covers at least 11–14 quarters even with continued losses. I maintain a speculative 'Buy' on HERE due to asymmetry (~80% upside vs. ~30% downside), but recommend only a small portfolio allocation given weak guidance and limited catalysts. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 01

HERE: Buybacks And Higher Margins Will Support Future Earnings Multiple

Analysts have sharply reduced their price targets on Here Group, with one recent cut from $14 to $2.50. They cite softer execution visibility, slower pop toy sales, and a lower forward P/E multiple as they reassess the business after the Established Education disposal.
ナラティブの更新 • May 18

HERE: Buybacks And Pop Toy Revenue Guidance Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Here Group at $14.00 while modestly adjusting underlying assumptions, including a slightly higher discount rate, a higher revenue growth outlook, and a small change to projected profit margins and future P/E, which together support the updated price target narrative. What's in the News Here Group issued preliminary revenue guidance for the pop toy business for the third quarter ending March 31, 2026, with an expected range of RMB 140.0 million to RMB 150.0 million.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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...
ナラティブの更新 • 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
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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

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

NasdaqGM:HERE 収益、費用、利益 ( )CNY Millions
日付収益収益G+A経費研究開発費
31 Mar 261,0872456456
31 Dec 251,4939989367
30 Sep 252,0422511,24786
30 Jun 252,7263591,72699
31 Mar 253,1084451,99599
31 Dec 243,4834192,341116
30 Sep 243,7374002,595129
30 Jun 243,7953862,713145
31 Mar 243,6242422,732177
31 Dec 233,4852022,646188
30 Sep 233,291432,621211
30 Jun 233,081-1312,584220
31 Mar 232,882-3932,567299
31 Dec 222,766-3732,415296
30 Sep 222,783-2822,346284
30 Jun 222,868-2592,421273
30 Jun 211,760-5311,795116

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 March, 2026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 (2.2%)は、昨年(14.3%)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64.9%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 ( -94.7% ) となったため、 Leisure業界平均 ( -5.8% ) 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 ( 2.2% ) 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

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/22 21:21
終値2026/06/18 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Here Group Limited 3 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 nullChina International Capital Corporation Limited
Liping ZhaoChina International Capital Corporation Limited
Chongguang FengCitic Securities Co., Ltd.