View ValuationLBX Pharmacy Chain 향후 성장Future 기준 점검 2/6LBX Pharmacy Chain (는) 각각 연간 23.1% 및 8.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13% 로 예상됩니다.핵심 정보23.1%이익 성장률23.10%EPS 성장률Consumer Retailing 이익 성장32.8%매출 성장률8.8%향후 자기자본이익률13.01%애널리스트 커버리지Good마지막 업데이트17 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 28LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 18, 2026LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 18, 2026, at 15:30 China Standard Time. Location: 15F, No. 808, Qingzhuhu Road, Kaifu District, Changsha, Hunan ChinaBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Ziqi Xie was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Mar 30LBX Pharmacy Chain Joint Stock Company to Report Q1, 2026 Results on Apr 23, 2026LBX Pharmacy Chain Joint Stock Company announced that they will report Q1, 2026 results on Apr 23, 2026공시 • Dec 26LBX Pharmacy Chain Joint Stock Company to Report Fiscal Year 2025 Results on Apr 23, 2026LBX Pharmacy Chain Joint Stock Company announced that they will report fiscal year 2025 results on Apr 23, 2026공시 • Sep 30LBX Pharmacy Chain Joint Stock Company to Report Q3, 2025 Results on Oct 29, 2025LBX Pharmacy Chain Joint Stock Company announced that they will report Q3, 2025 results on Oct 29, 2025공시 • Jun 30LBX Pharmacy Chain Joint Stock Company to Report First Half, 2025 Results on Aug 30, 2025LBX Pharmacy Chain Joint Stock Company announced that they will report first half, 2025 results on Aug 30, 2025공시 • Jun 09LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 30, 2025LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 30, 2025, at 15:30 China Standard Time. Location: 15F, No. 808, Qingzhuhu Road, Kaifu District, Changsha, Hunan China공시 • Mar 28LBX Pharmacy Chain Joint Stock Company to Report Q1, 2025 Results on Apr 30, 2025LBX Pharmacy Chain Joint Stock Company announced that they will report Q1, 2025 results on Apr 30, 2025공시 • Dec 27LBX Pharmacy Chain Joint Stock Company to Report Fiscal Year 2024 Results on Apr 30, 2025LBX Pharmacy Chain Joint Stock Company announced that they will report fiscal year 2024 results on Apr 30, 2025Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥19.25, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Consumer Retailing industry in China. Total loss to shareholders of 23% over the past three years.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥5.29b (up 1.2% from 3Q 2023). Net income: CN¥127.4m (down 37% from 3Q 2023). Profit margin: 2.4% (down from 3.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Upcoming Dividend • Oct 03Upcoming dividend of CN¥0.33 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 2.9%. Within top quartile of Chinese dividend payers (2.2%). Higher than average of industry peers (1.9%).공시 • Sep 30LBX Pharmacy Chain Joint Stock Company to Report Q3, 2024 Results on Oct 30, 2024LBX Pharmacy Chain Joint Stock Company announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥15.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Consumer Retailing industry in China. Total loss to shareholders of 40% over the past three years.Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥14.81, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Consumer Retailing industry in China. Total loss to shareholders of 46% over the past three years.Buy Or Sell Opportunity • Sep 02Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 53% to CN¥12.24. The fair value is estimated to be CN¥16.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.8%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.공시 • Jun 28LBX Pharmacy Chain Joint Stock Company to Report First Half, 2024 Results on Aug 30, 2024LBX Pharmacy Chain Joint Stock Company announced that they will report first half, 2024 results on Aug 30, 2024Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥18.36, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Consumer Retailing industry in China. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.59 per share.Declared Dividend • Jun 23Dividend increased to CN¥0.66Dividend of CN¥0.66 is 32% higher than last year. Ex-date: 27th June 2024 Payment date: 27th June 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 24LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 13, 2024LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 13, 2024, at 14:30 China Standard Time. Location: 15F, No. 808, Qingzhuhu Road, Kaifu District, Changsha, Hunan ChinaReported Earnings • Apr 30Full year 2023 earnings released: EPS: CN¥1.59 (vs CN¥1.36 in FY 2022)Full year 2023 results: EPS: CN¥1.59 (up from CN¥1.36 in FY 2022). Revenue: CN¥22.4b (up 11% from FY 2022). Net income: CN¥929.0m (up 18% from FY 2022). Profit margin: 4.1% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • Mar 29LBX Pharmacy Chain Joint Stock Company to Report Q1, 2024 Results on Apr 30, 2024LBX Pharmacy Chain Joint Stock Company announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥31.93, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Consumer Retailing industry in China. Total loss to shareholders of 45% over the past three years.공시 • Dec 29LBX Pharmacy Chain Joint Stock Company to Report Fiscal Year 2023 Results on Apr 30, 2024LBX Pharmacy Chain Joint Stock Company announced that they will report fiscal year 2023 results on Apr 30, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.26 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.34 (up from CN¥0.26 in 3Q 2022). Revenue: CN¥5.23b (up 9.3% from 3Q 2022). Net income: CN¥203.3m (up 33% from 3Q 2022). Profit margin: 3.9% (up from 3.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 05Second quarter 2023 earnings released: EPS: CN¥0.38 (vs CN¥0.38 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.38. Revenue: CN¥5.37b (up 11% from 2Q 2022). Net income: CN¥221.9m (up 3.4% from 2Q 2022). Profit margin: 4.1% (down from 4.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Retailing industry in China.Reported Earnings • Apr 29Full year 2022 earnings released: EPS: CN¥1.36 (vs CN¥1.26 in FY 2021)Full year 2022 results: EPS: CN¥1.36 (up from CN¥1.26 in FY 2021). Revenue: CN¥20.2b (up 28% from FY 2021). Net income: CN¥785.0m (up 17% from FY 2021). Profit margin: 3.9% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Buying Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be CN¥43.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.Buying Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥43.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 44% in 2 years. Earnings is forecast to grow by 52% in the next 2 years.Buying Opportunity • Dec 22Now 22% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be CN¥48.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥42.73, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 25x in the Consumer Retailing industry in China. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.79 per share.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Lianfeng Wu was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.24 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.26 (up from CN¥0.24 in 3Q 2021). Revenue: CN¥4.79b (up 25% from 3Q 2021). Net income: CN¥153.1m (up 21% from 3Q 2021). Profit margin: 3.2% (down from 3.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.53 (vs CN¥0.56 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.53. Revenue: CN¥4.14b (up 14% from 1Q 2021). Net income: CN¥241.8m (up 6.3% from 1Q 2021). Profit margin: 5.8% (down from 6.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 22%, compared to a 16% growth forecast for the industry in China.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yang Haiyu was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.43 (vs CN¥0.35 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥3.82b (up 12% from 2Q 2020). Net income: CN¥178.3m (up 28% from 2Q 2020). Profit margin: 4.7% (up from 4.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.56 (vs CN¥0.49 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.64b (up 11% from 1Q 2020). Net income: CN¥227.5m (up 16% from 1Q 2020). Profit margin: 6.3% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 13New 90-day low: CN¥61.56The company is down 7.0% from its price of CN¥65.89 on 11 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥48.82 per share.Is New 90 Day High Low • Jan 13New 90-day high: CN¥81.64The company is up 3.0% from its price of CN¥79.48 on 16 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥63.07 per share.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥78.46, the stock is trading at a trailing P/E ratio of 53.3x, up from the previous P/E ratio of 46x. This compares to an average P/E of 32x in the Consumer Retailing industry in China. Total returns to shareholders over the past three years are 84%.Is New 90 Day High Low • Dec 28New 90-day low: CN¥63.60The company is down 23% from its price of CN¥82.98 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥63.07 per share.Is New 90 Day High Low • Dec 11New 90-day low: CN¥65.89The company is down 19% from its price of CN¥81.54 on 11 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥63.07 per share.Is New 90 Day High Low • Nov 17New 90-day low: CN¥67.21The company is down 11% from its price of CN¥75.86 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥53.67 per share.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥601.8m, up 19% from the prior year. Total revenue was CN¥13.4b over the last 12 months, up 21% from the prior year.이익 및 매출 성장 예측XSSC:603883 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202828,2169151,5532,8911112/31/202725,8277781,4712,8871212/31/202623,7756599032,244123/31/202622,2833952,9633,197N/A12/31/202522,2373822,8893,143N/A9/30/202522,1964182,5262,928N/A6/30/202522,1924142,5683,041N/A3/31/202522,2544481,8982,414N/A12/31/202422,3585191,5192,026N/A9/30/202422,6288431,8552,556N/A6/30/202422,5669181,6482,304N/A3/31/202422,5369591,7412,298N/A12/31/202322,4379292,1092,730N/A9/30/202322,4418921,5001,841N/A6/30/202321,9958421,9902,337N/A3/31/202321,4758352,5582,903N/A12/31/202220,1767852,0062,314N/A9/30/202218,1927462,2012,530N/A6/30/202217,2267201,9102,249N/A3/31/202216,1986831,5862,112N/A12/31/202115,6966691,8202,298N/A9/30/202115,1286661,6542,082N/A6/30/202114,7416911,5862,058N/A3/31/202114,3236531,3621,693N/A12/31/202013,9676211,0531,447N/A9/30/202013,4136029191,362N/A6/30/202012,8165756691,042N/A3/31/202012,2185456341,036N/A12/31/201911,663509N/A1,033N/A9/30/201911,069505N/A1,033N/A6/30/201910,567484N/A990N/A3/31/20199,988464N/A883N/A12/31/20189,471435N/A913N/A9/30/20189,015421N/A559N/A6/30/20188,484401N/A568N/A3/31/20187,984388N/A518N/A12/31/20177,501371N/A498N/A9/30/20177,036363N/A609N/A6/30/20176,780343N/A413N/A3/31/20176,494331N/A420N/A12/31/20166,094297N/A313N/A9/30/20165,673285N/A331N/A6/30/20165,250265N/A280N/A3/31/20164,850254N/A257N/A12/31/20154,568241N/A257N/A9/30/20154,331226N/A217N/A6/30/20154,178218N/A276N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 603883 의 연간 예상 수익 증가율(23.1%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 603883 의 연간 수익(23.1%)이 CN 시장(28%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 603883 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 603883 의 수익(연간 8.8%)이 CN 시장(연간 17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 603883 의 수익(연간 8.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 603883의 자본 수익률은 3년 후 13%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/27 09:30종가2026/06/26 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 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 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 소스LBX Pharmacy Chain Joint Stock Company는 19명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullChina International Capital Corporation LimitedQianyi LiChina International Capital Corporation LimitedBing ZhaoChina Renaissance Securities16명의 분석가 더 보기
공시 • May 28LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 18, 2026LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 18, 2026, at 15:30 China Standard Time. Location: 15F, No. 808, Qingzhuhu Road, Kaifu District, Changsha, Hunan China
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Ziqi Xie was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Mar 30LBX Pharmacy Chain Joint Stock Company to Report Q1, 2026 Results on Apr 23, 2026LBX Pharmacy Chain Joint Stock Company announced that they will report Q1, 2026 results on Apr 23, 2026
공시 • Dec 26LBX Pharmacy Chain Joint Stock Company to Report Fiscal Year 2025 Results on Apr 23, 2026LBX Pharmacy Chain Joint Stock Company announced that they will report fiscal year 2025 results on Apr 23, 2026
공시 • Sep 30LBX Pharmacy Chain Joint Stock Company to Report Q3, 2025 Results on Oct 29, 2025LBX Pharmacy Chain Joint Stock Company announced that they will report Q3, 2025 results on Oct 29, 2025
공시 • Jun 30LBX Pharmacy Chain Joint Stock Company to Report First Half, 2025 Results on Aug 30, 2025LBX Pharmacy Chain Joint Stock Company announced that they will report first half, 2025 results on Aug 30, 2025
공시 • Jun 09LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 30, 2025LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 30, 2025, at 15:30 China Standard Time. Location: 15F, No. 808, Qingzhuhu Road, Kaifu District, Changsha, Hunan China
공시 • Mar 28LBX Pharmacy Chain Joint Stock Company to Report Q1, 2025 Results on Apr 30, 2025LBX Pharmacy Chain Joint Stock Company announced that they will report Q1, 2025 results on Apr 30, 2025
공시 • Dec 27LBX Pharmacy Chain Joint Stock Company to Report Fiscal Year 2024 Results on Apr 30, 2025LBX Pharmacy Chain Joint Stock Company announced that they will report fiscal year 2024 results on Apr 30, 2025
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥19.25, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Consumer Retailing industry in China. Total loss to shareholders of 23% over the past three years.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥5.29b (up 1.2% from 3Q 2023). Net income: CN¥127.4m (down 37% from 3Q 2023). Profit margin: 2.4% (down from 3.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Oct 03Upcoming dividend of CN¥0.33 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 10 October 2024. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 2.9%. Within top quartile of Chinese dividend payers (2.2%). Higher than average of industry peers (1.9%).
공시 • Sep 30LBX Pharmacy Chain Joint Stock Company to Report Q3, 2024 Results on Oct 30, 2024LBX Pharmacy Chain Joint Stock Company announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥15.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Consumer Retailing industry in China. Total loss to shareholders of 40% over the past three years.
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥14.81, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Consumer Retailing industry in China. Total loss to shareholders of 46% over the past three years.
Buy Or Sell Opportunity • Sep 02Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 53% to CN¥12.24. The fair value is estimated to be CN¥16.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.8%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
공시 • Jun 28LBX Pharmacy Chain Joint Stock Company to Report First Half, 2024 Results on Aug 30, 2024LBX Pharmacy Chain Joint Stock Company announced that they will report first half, 2024 results on Aug 30, 2024
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥18.36, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Consumer Retailing industry in China. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.59 per share.
Declared Dividend • Jun 23Dividend increased to CN¥0.66Dividend of CN¥0.66 is 32% higher than last year. Ex-date: 27th June 2024 Payment date: 27th June 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 24LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 13, 2024LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 13, 2024, at 14:30 China Standard Time. Location: 15F, No. 808, Qingzhuhu Road, Kaifu District, Changsha, Hunan China
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: CN¥1.59 (vs CN¥1.36 in FY 2022)Full year 2023 results: EPS: CN¥1.59 (up from CN¥1.36 in FY 2022). Revenue: CN¥22.4b (up 11% from FY 2022). Net income: CN¥929.0m (up 18% from FY 2022). Profit margin: 4.1% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • Mar 29LBX Pharmacy Chain Joint Stock Company to Report Q1, 2024 Results on Apr 30, 2024LBX Pharmacy Chain Joint Stock Company announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥31.93, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Consumer Retailing industry in China. Total loss to shareholders of 45% over the past three years.
공시 • Dec 29LBX Pharmacy Chain Joint Stock Company to Report Fiscal Year 2023 Results on Apr 30, 2024LBX Pharmacy Chain Joint Stock Company announced that they will report fiscal year 2023 results on Apr 30, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.26 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.34 (up from CN¥0.26 in 3Q 2022). Revenue: CN¥5.23b (up 9.3% from 3Q 2022). Net income: CN¥203.3m (up 33% from 3Q 2022). Profit margin: 3.9% (up from 3.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 05Second quarter 2023 earnings released: EPS: CN¥0.38 (vs CN¥0.38 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.38. Revenue: CN¥5.37b (up 11% from 2Q 2022). Net income: CN¥221.9m (up 3.4% from 2Q 2022). Profit margin: 4.1% (down from 4.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Retailing industry in China.
Reported Earnings • Apr 29Full year 2022 earnings released: EPS: CN¥1.36 (vs CN¥1.26 in FY 2021)Full year 2022 results: EPS: CN¥1.36 (up from CN¥1.26 in FY 2021). Revenue: CN¥20.2b (up 28% from FY 2021). Net income: CN¥785.0m (up 17% from FY 2021). Profit margin: 3.9% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Buying Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be CN¥43.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
Buying Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥43.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 44% in 2 years. Earnings is forecast to grow by 52% in the next 2 years.
Buying Opportunity • Dec 22Now 22% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be CN¥48.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 43% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥42.73, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 25x in the Consumer Retailing industry in China. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.79 per share.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Lianfeng Wu was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.26 (vs CN¥0.24 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.26 (up from CN¥0.24 in 3Q 2021). Revenue: CN¥4.79b (up 25% from 3Q 2021). Net income: CN¥153.1m (up 21% from 3Q 2021). Profit margin: 3.2% (down from 3.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Retailing industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.53 (vs CN¥0.56 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.53. Revenue: CN¥4.14b (up 14% from 1Q 2021). Net income: CN¥241.8m (up 6.3% from 1Q 2021). Profit margin: 5.8% (down from 6.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 22%, compared to a 16% growth forecast for the industry in China.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yang Haiyu was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.43 (vs CN¥0.35 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥3.82b (up 12% from 2Q 2020). Net income: CN¥178.3m (up 28% from 2Q 2020). Profit margin: 4.7% (up from 4.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.56 (vs CN¥0.49 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.64b (up 11% from 1Q 2020). Net income: CN¥227.5m (up 16% from 1Q 2020). Profit margin: 6.3% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 13New 90-day low: CN¥61.56The company is down 7.0% from its price of CN¥65.89 on 11 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥48.82 per share.
Is New 90 Day High Low • Jan 13New 90-day high: CN¥81.64The company is up 3.0% from its price of CN¥79.48 on 16 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥63.07 per share.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥78.46, the stock is trading at a trailing P/E ratio of 53.3x, up from the previous P/E ratio of 46x. This compares to an average P/E of 32x in the Consumer Retailing industry in China. Total returns to shareholders over the past three years are 84%.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥63.60The company is down 23% from its price of CN¥82.98 on 30 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥63.07 per share.
Is New 90 Day High Low • Dec 11New 90-day low: CN¥65.89The company is down 19% from its price of CN¥81.54 on 11 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥63.07 per share.
Is New 90 Day High Low • Nov 17New 90-day low: CN¥67.21The company is down 11% from its price of CN¥75.86 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥53.67 per share.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥601.8m, up 19% from the prior year. Total revenue was CN¥13.4b over the last 12 months, up 21% from the prior year.