View ValuationLu Thai Textile 향후 성장Future 기준 점검 1/6Lu Thai Textile은 연간 수입과 매출이 각각 6%와 9% 증가할 것으로 예상되고 EPS는 연간 6.1%만큼 증가할 것으로 예상됩니다.핵심 정보6.0%이익 성장률6.15%EPS 성장률Luxury 이익 성장17.5%매출 성장률9.0%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트11 Jun 2026최근 향후 성장 업데이트Price Target Changed • Nov 30Price target decreased by 8.8% to CN¥6.58Down from CN¥7.21, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥6.78. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.48 for next year compared to CN¥0.47 last year.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.77b to CN¥6.42b. EPS estimate also fell from CN¥0.748 per share to CN¥0.643 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Luxury industry in China. Consensus price target of CN¥6.83 unchanged from last update. Share price rose 2.5% to CN¥5.43 over the past week.Price Target Changed • May 06Price target decreased by 7.4% to CN¥7.21Down from CN¥7.79, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥6.39. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of CN¥0.77 for next year compared to CN¥0.47 last year.모든 업데이트 보기Recent updates공고 • Jun 30Lu Thai Textile Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Lu Thai Textile Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026Declared Dividend • Jun 15Dividend of CN¥0.15 announcedShareholders will receive a dividend of CN¥0.15. Ex-date: 18th June 2026 Payment date: 18th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 6.1% over the next year, which should provide support to the dividend and adequate earnings cover.공고 • Jun 11Lu Thai Textile Co., Ltd. Announces Profit Distribution Plan to Be Implemented on A Shares for the Year 2025, Payable on 18 June 2026Lu Thai Textile Co., Ltd. announced profit distribution plan to be implemented on A shares for the Year 2025 as Cash dividend/10 shares (tax included): CNY1.50000000. Record date is Record date: 17 June 2026. Ex-date is: 18 June 2026. Payment date is 18 June 2026.Reported Earnings • Apr 17Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥0.73 (up from CN¥0.50 in FY 2024). Revenue: CN¥5.90b (down 3.1% from FY 2024). Net income: CN¥593.6m (up 45% from FY 2024). Profit margin: 10% (up from 6.7% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) exceeded analyst estimates by 7.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Apr 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to CN¥6.69. The fair value is estimated to be CN¥8.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.공고 • Apr 17Lu Thai Textile Co., Ltd., Annual General Meeting, May 08, 2026Lu Thai Textile Co., Ltd., Annual General Meeting, May 08, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China공고 • Mar 31Lu Thai Textile Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Lu Thai Textile Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026공고 • Dec 31Lu Thai Textile Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026공고 • Sep 30Lu Thai Textile Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Lu Thai Textile Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.13 in 2Q 2024). Revenue: CN¥1.37b (down 5.1% from 2Q 2024). Net income: CN¥211.8m (up 109% from 2Q 2024). Profit margin: 15% (up from 7.0% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공고 • Jul 02Lu Thai Textile Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Lu Thai Textile Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025Declared Dividend • Jun 15Dividend of CN¥0.10 announcedShareholders will receive a dividend of CN¥0.10. Ex-date: 20th June 2025 Payment date: 20th June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 11Lu Thai Textile Co., Ltd. Announces Executive ChangesLu Thai Textile Co., Ltd. at its EGM held on June 9, 2025, approved election of independent directors. Yu Mingtao, independent director; Zhu Beina, independent director; Quan Yuhua, independent director; Wei Jian, independent director.공고 • May 10Lu Thai Textile Co., Ltd. Approves Cash Dividend for 2024Lu Thai Textile Co., Ltd. at its Annual General Meeting held on 07 May 2025 approved the cash dividend of CNY 1.00000000 per 10 shares (tax included) for 2024.공고 • Apr 13Lu Thai Textile Co., Ltd. Proposes Final Cash Dividend on B Shares for 2024Lu Thai Textile Co., Ltd. announced on 10 April 2025 the profit distribution proposal for 2024 on B shares as Cash dividend/10 shares (tax included): CNY 1.00000000.공고 • Apr 11Lu Thai Textile Co., Ltd. Proposes Final Cash Dividend for 2024Lu Thai Textile Co., Ltd. announced on 10 April 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 1.00000000.New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.Reported Earnings • Apr 10Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.50 (up from CN¥0.47 in FY 2023). Revenue: CN¥6.09b (up 2.2% from FY 2023). Net income: CN¥410.3m (up 1.7% from FY 2023). Profit margin: 6.7% (down from 6.8% in FY 2023). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공고 • Apr 10Lu Thai Textile Co., Ltd., Annual General Meeting, May 07, 2025Lu Thai Textile Co., Ltd., Annual General Meeting, May 07, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China공고 • Mar 31Lu Thai Textile Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Lu Thai Textile Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025공고 • Dec 31Lu Thai Textile Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2025Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2025분석 기사 • Dec 20Is Lu Thai Textile (SZSE:000726) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Price Target Changed • Nov 30Price target decreased by 8.8% to CN¥6.58Down from CN¥7.21, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥6.78. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.48 for next year compared to CN¥0.47 last year.공고 • Nov 02+ 1 more updateLu Thai Textile Co., Ltd. Announces 2024 Interim Profit Distribution Plan to Be Implemented (A Shares), Payable on November 8, 2024Lu Thai Textile Co., Ltd. announced 2024 interim profit distribution plan to be implemented (A shares) is Cash dividend/10 shares CNY 1.00000000. Record date is November 07, 2024. Ex-date is November 8, 2024. The dividend will be payable on November 08, 2024.Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.13 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.13 in 3Q 2023). Revenue: CN¥1.57b (up 4.5% from 3Q 2023). Net income: CN¥118.3m (up 4.3% from 3Q 2023). Profit margin: 7.5% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.Buy Or Sell Opportunity • Oct 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CN¥6.51. The fair value is estimated to be CN¥5.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.분석 기사 • Oct 15Investors Continue Waiting On Sidelines For Lu Thai Textile Co., Ltd. (SZSE:000726)When close to half the companies in China have price-to-earnings ratios (or "P/E's") above 32x, you may consider Lu...공고 • Sep 30Lu Thai Textile Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Lu Thai Textile Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥6.54, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.33 per share.Buy Or Sell Opportunity • Sep 30Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥6.54. The fair value is estimated to be CN¥5.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.77b to CN¥6.42b. EPS estimate also fell from CN¥0.748 per share to CN¥0.643 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Luxury industry in China. Consensus price target of CN¥6.83 unchanged from last update. Share price rose 2.5% to CN¥5.43 over the past week.New Risk • Sep 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.9% net profit margin).공고 • Aug 31Lu Thai Textile Co., Ltd. Announces Interim Dividend Distribution Proposal for the First Half of 2024Lu Thai Textile Co., Ltd. announced the profit distribution proposal (interim dividend) (tax included) of CNY 1 per ten shares for the first half of 2024.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.15 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.15 in 2Q 2023). Revenue: CN¥1.45b (down 1.0% from 2Q 2023). Net income: CN¥101.3m (down 20% from 2Q 2023). Profit margin: 7.0% (down from 8.6% in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.분석 기사 • Jul 05Lu Thai Textile Co., Ltd.'s (SZSE:000726) Intrinsic Value Is Potentially 29% Above Its Share PriceKey Insights Lu Thai Textile's estimated fair value is CN¥7.91 based on 2 Stage Free Cash Flow to Equity Lu Thai...Buy Or Sell Opportunity • Jul 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to CN¥6.19. The fair value is estimated to be CN¥7.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.공고 • Jun 29Lu Thai Textile Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Lu Thai Textile Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024분석 기사 • Jun 14Lu Thai Textile (SZSE:000726) Is Paying Out A Larger Dividend Than Last YearLu Thai Textile Co., Ltd. ( SZSE:000726 ) will increase its dividend from last year's comparable payment on the 19th of...Declared Dividend • Jun 14Dividend increased to CN¥0.13Dividend of CN¥0.13 is 30% higher than last year. Ex-date: 19th June 2024 Payment date: 19th June 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 91% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥7.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.04 per share.분석 기사 • May 30Cautious Investors Not Rewarding Lu Thai Textile Co., Ltd.'s (SZSE:000726) Performance CompletelyWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 32x, you may consider Lu...Buy Or Sell Opportunity • May 23Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥6.28. The fair value is estimated to be CN¥7.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.Price Target Changed • May 06Price target decreased by 7.4% to CN¥7.21Down from CN¥7.79, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥6.39. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of CN¥0.77 for next year compared to CN¥0.47 last year.분석 기사 • May 03Some May Be Optimistic About Lu Thai Textile's (SZSE:000726) EarningsThe market for Lu Thai Textile Co., Ltd.'s ( SZSE:000726 ) shares didn't move much after it posted weak earnings...Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.11 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.08 (down from CN¥0.11 in 1Q 2023). Revenue: CN¥1.38b (flat on 1Q 2023). Net income: CN¥68.2m (down 29% from 1Q 2023). Profit margin: 4.9% (down from 6.9% in 1Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공고 • Apr 13+ 1 more updateLu Thai Textile Co., Ltd., Annual General Meeting, May 15, 2024Lu Thai Textile Co., Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual report and its summary; and to transact such other business matters.Reported Earnings • Apr 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.47 (down from CN¥1.10 in FY 2022). Revenue: CN¥5.96b (down 14% from FY 2022). Net income: CN¥403.4m (down 58% from FY 2022). Profit margin: 6.8% (down from 14% in FY 2022). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공고 • Mar 30Lu Thai Textile Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Lu Thai Textile Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to CN¥6.21. The fair value is estimated to be CN¥7.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.Buy Or Sell Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥5.60. The fair value is estimated to be CN¥7.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.Board Change • Jan 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Secretary, Controller of Financial Management Department & Director Keming Zhang was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Dec 30Lu Thai Textile Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024공고 • Jul 01Lu Thai Textile Co., Ltd. to Report First Half, 2023 Results on Aug 19, 2023Lu Thai Textile Co., Ltd. announced that they will report first half, 2023 results on Aug 19, 2023공고 • Jun 21Lu Thai Textile Co., Ltd. (SZSE:200726) announces an Equity Buyback for CNY 200 million worth of its shares.Lu Thai Textile Co., Ltd. (SZSE:200726) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its B shares. The program will be valid for a period of 12 months.공고 • Jul 29Lu Thai Textile Co., Ltd. (SZSE:200726) commences an Equity Buyback, under the authorization approved on July 15, 2022.Lu Thai Textile Co., Ltd. (SZSE:200726) commences share repurchases on July 27, 2022, under the program mandated by the shareholders in the Extraordinary General Meeting held on July 15, 2022. As per the mandate, the company is authorized to repurchase its own domestically listed foreign B shares. The shares will be purchased at a price not exceeding HKD 4.8 per share. The purpose of the program is to safeguard the interests of the majority of investors, increase the earnings per share, maintain the company's value and improve the return on investment of the company's shareholders. The repurchased shares will be cancelled to reduce the company's registered capital. The program will be funded from company's own funds. The program will be valid for 12 months from the date of the shareholder's meeting.공고 • Jun 30Lu Thai Textile Co., Ltd. (SZSE:200726) announces an Equity Buyback for 30,000,000 shares, representing 3.38% for CNY 100 million.Lu Thai Textile Co., Ltd. (SZSE:200726) announces a share repurchase program. Under the program, the company will repurchase up to 30,000,000 shares, representing 3.38% of its share capital, for CNY 100 million . The repurchase will be funded by company's own funds. The purpose of the program is to reduce the company's registered capital, maintain the company's value by increasing earnings per share, and improve the company's shareholders' return on investment. The program will be valid for 12 months. As of June 22, 2022, the company had 887,941,035 shares in issue.공고 • Jun 17+ 1 more updateLu Thai Textile Co., Ltd. Announces Final Dividend on A Shares for the Year 2021, Payable on June 23, 2022Lu Thai Textile Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.70000000 on A shares for the year 2021. Record date is June 22, 2022. Ex-date is June 23, 2022. Payment date is June 23, 2022.공고 • Jun 11Lu Thai Textile Co., Ltd. Announces Board ChangesLu Thai Textile Co., Ltd. approved appointment of Xu Jianlv, Zheng Huisheng as non-independent directors. The company appointed Peng Yanli and Quan Yuhua as independent directors. The company elected Zhang Shougang and Liu Zilong as supervisors.공고 • May 24Lu Thai Textile Co., Ltd., Approves Cash Dividend for 2021Lu Thai Textile Co., Ltd., approved Cash dividend/10 shares (tax included): CNY 0.70000000 for 2021, at its AGM, held on May 20, 2022.공고 • May 02Lu Thai Textile Co., Ltd. Announces Final Cash Dividend Proposal on B Shares for 2021Lu Thai Textile Co., Ltd. announced on 29 April 2022 the final cash dividend proposal for 2021. Cash dividend/10 B shares (tax included): CNY 0.70000000.공고 • Feb 24Lu Thai Textile Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021공고 • Aug 15Li Jingquan agreed to acquire 59.9% stake in Xinjiang Luthai Fengshou Cotton Co., Ltd from Lu Thai Textile Co., Ltd. (SZSE:200726) for approximately CNY 200 million.Li Jingquan agreed to acquire 59.9% stake in Xinjiang Luthai Fengshou Cotton Co., Ltd from Lu Thai Textile Co., Ltd. (SZSE:200726) for approximately CNY 200 million on August 13, 2020. Li Jingquan will pay by its own raised funds, and shall pay in four installments from August 31, 2020 to July 31, 2022. Li Jingquan held 11.75% stake of Xinjiang Luthai Fengshou Cotton Co., Ltd before this transaction. As of December 31, 2019, Xinjiang Luthai Fengshou Cotton Co., Ltd had total assets of CNY 935 million, net assets of CNY 48.5 million, revenues of CNY 724 million and net profit of CNY 248.8 million. The transaction has been approved by the 16th meeting of the 9th directorate of the company.공고 • Aug 12Lu Thai Textile Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Lu Thai Textile Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020이익 및 매출 성장 예측SZSE:000726 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20276,839597629862212/31/20266,54555173499123/31/20265,807539541767N/A12/31/20255,904594523712N/A9/30/20255,989625769892N/A6/30/20256,0876019101,057N/A3/31/20256,1614901,0771,258N/A12/31/20246,0914101,0271,244N/A9/30/20246,0193569641,455N/A6/30/20245,9513515301,158N/A3/31/20245,966376202985N/A12/31/20235,9614038855N/A9/30/20236,07560354854N/A6/30/20236,4497927471,453N/A3/31/20236,7379008531,401N/A1/1/20236,9389649181,422N/A9/30/20226,878796512833N/A6/30/20226,348588-12283N/A3/31/20225,8254321369N/A1/1/20225,238348-83348N/A9/30/20214,948249-93410N/A6/30/20214,68510719567N/A3/31/20214,49268-116411N/A12/31/20204,7519712594N/A9/30/20205,3604604151,033N/A6/30/20205,9036854001,176N/A3/31/20206,5098615931,322N/A12/31/20196,801952N/A1,086N/A9/30/20196,667813N/A789N/A6/30/20196,784846N/A852N/A3/31/20196,904847N/A1,257N/A12/31/20186,879812N/A1,430N/A9/30/20186,799834N/A1,363N/A6/30/20186,693823N/A1,425N/A3/31/20186,653841N/A1,230N/A12/31/20176,409841N/A1,071N/A9/30/20176,359822N/A1,054N/A6/30/20176,156859N/A1,095N/A3/31/20175,984817N/A1,056N/A12/31/20165,990809N/A1,315N/A9/30/20165,927744N/A1,285N/A6/30/20166,063712N/A1,229N/A3/31/20166,028710N/A1,308N/A12/31/20156,173712N/A1,028N/A9/30/20156,107797N/A1,103N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 000726 의 연간 예상 수익 증가율(6%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 000726 의 연간 수익(6%)이 CN 시장(26.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 000726 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 000726 의 수익(연간 9%)이 CN 시장(연간 16.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 000726 의 수익(연간 9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 000726의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 05:54종가2026/07/17 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Lu Thai Textile Co., Ltd.는 12명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jichuan LinChina International Capital Corporation LimitedJie ChenChina International Capital Corporation LimitedAndy LiuChina Stock Investment Research Co. Ltd. (DeepValue.online)9명의 분석가 더 보기
Price Target Changed • Nov 30Price target decreased by 8.8% to CN¥6.58Down from CN¥7.21, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥6.78. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.48 for next year compared to CN¥0.47 last year.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.77b to CN¥6.42b. EPS estimate also fell from CN¥0.748 per share to CN¥0.643 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Luxury industry in China. Consensus price target of CN¥6.83 unchanged from last update. Share price rose 2.5% to CN¥5.43 over the past week.
Price Target Changed • May 06Price target decreased by 7.4% to CN¥7.21Down from CN¥7.79, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥6.39. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of CN¥0.77 for next year compared to CN¥0.47 last year.
공고 • Jun 30Lu Thai Textile Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Lu Thai Textile Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
Declared Dividend • Jun 15Dividend of CN¥0.15 announcedShareholders will receive a dividend of CN¥0.15. Ex-date: 18th June 2026 Payment date: 18th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 6.1% over the next year, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 11Lu Thai Textile Co., Ltd. Announces Profit Distribution Plan to Be Implemented on A Shares for the Year 2025, Payable on 18 June 2026Lu Thai Textile Co., Ltd. announced profit distribution plan to be implemented on A shares for the Year 2025 as Cash dividend/10 shares (tax included): CNY1.50000000. Record date is Record date: 17 June 2026. Ex-date is: 18 June 2026. Payment date is 18 June 2026.
Reported Earnings • Apr 17Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥0.73 (up from CN¥0.50 in FY 2024). Revenue: CN¥5.90b (down 3.1% from FY 2024). Net income: CN¥593.6m (up 45% from FY 2024). Profit margin: 10% (up from 6.7% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) exceeded analyst estimates by 7.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Apr 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to CN¥6.69. The fair value is estimated to be CN¥8.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
공고 • Apr 17Lu Thai Textile Co., Ltd., Annual General Meeting, May 08, 2026Lu Thai Textile Co., Ltd., Annual General Meeting, May 08, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
공고 • Mar 31Lu Thai Textile Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Lu Thai Textile Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
공고 • Dec 31Lu Thai Textile Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
공고 • Sep 30Lu Thai Textile Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Lu Thai Textile Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.26 (up from CN¥0.13 in 2Q 2024). Revenue: CN¥1.37b (down 5.1% from 2Q 2024). Net income: CN¥211.8m (up 109% from 2Q 2024). Profit margin: 15% (up from 7.0% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공고 • Jul 02Lu Thai Textile Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Lu Thai Textile Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
Declared Dividend • Jun 15Dividend of CN¥0.10 announcedShareholders will receive a dividend of CN¥0.10. Ex-date: 20th June 2025 Payment date: 20th June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 11Lu Thai Textile Co., Ltd. Announces Executive ChangesLu Thai Textile Co., Ltd. at its EGM held on June 9, 2025, approved election of independent directors. Yu Mingtao, independent director; Zhu Beina, independent director; Quan Yuhua, independent director; Wei Jian, independent director.
공고 • May 10Lu Thai Textile Co., Ltd. Approves Cash Dividend for 2024Lu Thai Textile Co., Ltd. at its Annual General Meeting held on 07 May 2025 approved the cash dividend of CNY 1.00000000 per 10 shares (tax included) for 2024.
공고 • Apr 13Lu Thai Textile Co., Ltd. Proposes Final Cash Dividend on B Shares for 2024Lu Thai Textile Co., Ltd. announced on 10 April 2025 the profit distribution proposal for 2024 on B shares as Cash dividend/10 shares (tax included): CNY 1.00000000.
공고 • Apr 11Lu Thai Textile Co., Ltd. Proposes Final Cash Dividend for 2024Lu Thai Textile Co., Ltd. announced on 10 April 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 1.00000000.
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results.
Reported Earnings • Apr 10Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.50 (up from CN¥0.47 in FY 2023). Revenue: CN¥6.09b (up 2.2% from FY 2023). Net income: CN¥410.3m (up 1.7% from FY 2023). Profit margin: 6.7% (down from 6.8% in FY 2023). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 3.1%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공고 • Apr 10Lu Thai Textile Co., Ltd., Annual General Meeting, May 07, 2025Lu Thai Textile Co., Ltd., Annual General Meeting, May 07, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
공고 • Mar 31Lu Thai Textile Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Lu Thai Textile Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
공고 • Dec 31Lu Thai Textile Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2025Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2025
분석 기사 • Dec 20Is Lu Thai Textile (SZSE:000726) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Price Target Changed • Nov 30Price target decreased by 8.8% to CN¥6.58Down from CN¥7.21, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CN¥6.78. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of CN¥0.48 for next year compared to CN¥0.47 last year.
공고 • Nov 02+ 1 more updateLu Thai Textile Co., Ltd. Announces 2024 Interim Profit Distribution Plan to Be Implemented (A Shares), Payable on November 8, 2024Lu Thai Textile Co., Ltd. announced 2024 interim profit distribution plan to be implemented (A shares) is Cash dividend/10 shares CNY 1.00000000. Record date is November 07, 2024. Ex-date is November 8, 2024. The dividend will be payable on November 08, 2024.
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.13 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.13 in 3Q 2023). Revenue: CN¥1.57b (up 4.5% from 3Q 2023). Net income: CN¥118.3m (up 4.3% from 3Q 2023). Profit margin: 7.5% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.
Buy Or Sell Opportunity • Oct 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CN¥6.51. The fair value is estimated to be CN¥5.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.
분석 기사 • Oct 15Investors Continue Waiting On Sidelines For Lu Thai Textile Co., Ltd. (SZSE:000726)When close to half the companies in China have price-to-earnings ratios (or "P/E's") above 32x, you may consider Lu...
공고 • Sep 30Lu Thai Textile Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Lu Thai Textile Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥6.54, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.33 per share.
Buy Or Sell Opportunity • Sep 30Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥6.54. The fair value is estimated to be CN¥5.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 79% in the next 2 years.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.77b to CN¥6.42b. EPS estimate also fell from CN¥0.748 per share to CN¥0.643 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Luxury industry in China. Consensus price target of CN¥6.83 unchanged from last update. Share price rose 2.5% to CN¥5.43 over the past week.
New Risk • Sep 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.9% net profit margin).
공고 • Aug 31Lu Thai Textile Co., Ltd. Announces Interim Dividend Distribution Proposal for the First Half of 2024Lu Thai Textile Co., Ltd. announced the profit distribution proposal (interim dividend) (tax included) of CNY 1 per ten shares for the first half of 2024.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.13 (vs CN¥0.15 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.13 (down from CN¥0.15 in 2Q 2023). Revenue: CN¥1.45b (down 1.0% from 2Q 2023). Net income: CN¥101.3m (down 20% from 2Q 2023). Profit margin: 7.0% (down from 8.6% in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
분석 기사 • Jul 05Lu Thai Textile Co., Ltd.'s (SZSE:000726) Intrinsic Value Is Potentially 29% Above Its Share PriceKey Insights Lu Thai Textile's estimated fair value is CN¥7.91 based on 2 Stage Free Cash Flow to Equity Lu Thai...
Buy Or Sell Opportunity • Jul 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to CN¥6.19. The fair value is estimated to be CN¥7.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
공고 • Jun 29Lu Thai Textile Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Lu Thai Textile Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
분석 기사 • Jun 14Lu Thai Textile (SZSE:000726) Is Paying Out A Larger Dividend Than Last YearLu Thai Textile Co., Ltd. ( SZSE:000726 ) will increase its dividend from last year's comparable payment on the 19th of...
Declared Dividend • Jun 14Dividend increased to CN¥0.13Dividend of CN¥0.13 is 30% higher than last year. Ex-date: 19th June 2024 Payment date: 19th June 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 91% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥7.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.04 per share.
분석 기사 • May 30Cautious Investors Not Rewarding Lu Thai Textile Co., Ltd.'s (SZSE:000726) Performance CompletelyWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 32x, you may consider Lu...
Buy Or Sell Opportunity • May 23Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥6.28. The fair value is estimated to be CN¥7.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
Price Target Changed • May 06Price target decreased by 7.4% to CN¥7.21Down from CN¥7.79, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥6.39. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of CN¥0.77 for next year compared to CN¥0.47 last year.
분석 기사 • May 03Some May Be Optimistic About Lu Thai Textile's (SZSE:000726) EarningsThe market for Lu Thai Textile Co., Ltd.'s ( SZSE:000726 ) shares didn't move much after it posted weak earnings...
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.11 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.08 (down from CN¥0.11 in 1Q 2023). Revenue: CN¥1.38b (flat on 1Q 2023). Net income: CN¥68.2m (down 29% from 1Q 2023). Profit margin: 4.9% (down from 6.9% in 1Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공고 • Apr 13+ 1 more updateLu Thai Textile Co., Ltd., Annual General Meeting, May 15, 2024Lu Thai Textile Co., Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual report and its summary; and to transact such other business matters.
Reported Earnings • Apr 12Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.47 (down from CN¥1.10 in FY 2022). Revenue: CN¥5.96b (down 14% from FY 2022). Net income: CN¥403.4m (down 58% from FY 2022). Profit margin: 6.8% (down from 14% in FY 2022). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공고 • Mar 30Lu Thai Textile Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Lu Thai Textile Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to CN¥6.21. The fair value is estimated to be CN¥7.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
Buy Or Sell Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥5.60. The fair value is estimated to be CN¥7.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.
Board Change • Jan 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Secretary, Controller of Financial Management Department & Director Keming Zhang was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Dec 30Lu Thai Textile Co., Ltd. to Report Fiscal Year 2023 Results on Apr 12, 2024Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2023 results on Apr 12, 2024
공고 • Jul 01Lu Thai Textile Co., Ltd. to Report First Half, 2023 Results on Aug 19, 2023Lu Thai Textile Co., Ltd. announced that they will report first half, 2023 results on Aug 19, 2023
공고 • Jun 21Lu Thai Textile Co., Ltd. (SZSE:200726) announces an Equity Buyback for CNY 200 million worth of its shares.Lu Thai Textile Co., Ltd. (SZSE:200726) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its B shares. The program will be valid for a period of 12 months.
공고 • Jul 29Lu Thai Textile Co., Ltd. (SZSE:200726) commences an Equity Buyback, under the authorization approved on July 15, 2022.Lu Thai Textile Co., Ltd. (SZSE:200726) commences share repurchases on July 27, 2022, under the program mandated by the shareholders in the Extraordinary General Meeting held on July 15, 2022. As per the mandate, the company is authorized to repurchase its own domestically listed foreign B shares. The shares will be purchased at a price not exceeding HKD 4.8 per share. The purpose of the program is to safeguard the interests of the majority of investors, increase the earnings per share, maintain the company's value and improve the return on investment of the company's shareholders. The repurchased shares will be cancelled to reduce the company's registered capital. The program will be funded from company's own funds. The program will be valid for 12 months from the date of the shareholder's meeting.
공고 • Jun 30Lu Thai Textile Co., Ltd. (SZSE:200726) announces an Equity Buyback for 30,000,000 shares, representing 3.38% for CNY 100 million.Lu Thai Textile Co., Ltd. (SZSE:200726) announces a share repurchase program. Under the program, the company will repurchase up to 30,000,000 shares, representing 3.38% of its share capital, for CNY 100 million . The repurchase will be funded by company's own funds. The purpose of the program is to reduce the company's registered capital, maintain the company's value by increasing earnings per share, and improve the company's shareholders' return on investment. The program will be valid for 12 months. As of June 22, 2022, the company had 887,941,035 shares in issue.
공고 • Jun 17+ 1 more updateLu Thai Textile Co., Ltd. Announces Final Dividend on A Shares for the Year 2021, Payable on June 23, 2022Lu Thai Textile Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.70000000 on A shares for the year 2021. Record date is June 22, 2022. Ex-date is June 23, 2022. Payment date is June 23, 2022.
공고 • Jun 11Lu Thai Textile Co., Ltd. Announces Board ChangesLu Thai Textile Co., Ltd. approved appointment of Xu Jianlv, Zheng Huisheng as non-independent directors. The company appointed Peng Yanli and Quan Yuhua as independent directors. The company elected Zhang Shougang and Liu Zilong as supervisors.
공고 • May 24Lu Thai Textile Co., Ltd., Approves Cash Dividend for 2021Lu Thai Textile Co., Ltd., approved Cash dividend/10 shares (tax included): CNY 0.70000000 for 2021, at its AGM, held on May 20, 2022.
공고 • May 02Lu Thai Textile Co., Ltd. Announces Final Cash Dividend Proposal on B Shares for 2021Lu Thai Textile Co., Ltd. announced on 29 April 2022 the final cash dividend proposal for 2021. Cash dividend/10 B shares (tax included): CNY 0.70000000.
공고 • Feb 24Lu Thai Textile Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021Lu Thai Textile Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021
공고 • Aug 15Li Jingquan agreed to acquire 59.9% stake in Xinjiang Luthai Fengshou Cotton Co., Ltd from Lu Thai Textile Co., Ltd. (SZSE:200726) for approximately CNY 200 million.Li Jingquan agreed to acquire 59.9% stake in Xinjiang Luthai Fengshou Cotton Co., Ltd from Lu Thai Textile Co., Ltd. (SZSE:200726) for approximately CNY 200 million on August 13, 2020. Li Jingquan will pay by its own raised funds, and shall pay in four installments from August 31, 2020 to July 31, 2022. Li Jingquan held 11.75% stake of Xinjiang Luthai Fengshou Cotton Co., Ltd before this transaction. As of December 31, 2019, Xinjiang Luthai Fengshou Cotton Co., Ltd had total assets of CNY 935 million, net assets of CNY 48.5 million, revenues of CNY 724 million and net profit of CNY 248.8 million. The transaction has been approved by the 16th meeting of the 9th directorate of the company.
공고 • Aug 12Lu Thai Textile Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020Lu Thai Textile Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020