View ValuationJHT DesignLtd 향후 성장Future 기준 점검 1/6JHT DesignLtd의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Semiconductor 이익 성장46.6%매출 성장률17.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트12 Mar 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥0.98 (vs CN¥0.31 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.98 (up from CN¥0.31 in 1Q 2025). Revenue: CN¥283.9m (up 121% from 1Q 2025). Net income: CN¥82.5m (up 222% from 1Q 2025). Profit margin: 29% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 3.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 3.3% per year over the past 5 years.공시 • Mar 30JHT Design Co.,Ltd. to Report Q1, 2026 Results on Apr 16, 2026JHT Design Co.,Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026Reported Earnings • Mar 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥3.05 (up from CN¥1.35 in FY 2024). Revenue: CN¥698.2m (up 72% from FY 2024). Net income: CN¥176.5m (up 125% from FY 2024). Profit margin: 25% (up from 19% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.공시 • Mar 11JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai ChinaValuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥170, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 41x in the Semiconductor industry in China. Total returns to shareholders of 129% over the past year.공시 • Dec 26JHT Design Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 11, 2026JHT Design Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 11, 2026Valuation Update With 7 Day Price Move • Nov 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥123, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 42x in the Semiconductor industry in China. Total returns to shareholders of 47% over the past year.New Risk • Oct 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • Sep 30JHT Design Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025JHT Design Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥129, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 45x in the Semiconductor industry in China. Total returns to shareholders of 112% over the past year.공시 • Jun 30JHT Design Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025JHT Design Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: CN¥0.45 (vs CN¥0.25 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.45 (up from CN¥0.25 in 1Q 2024). Revenue: CN¥128.6m (up 45% from 1Q 2024). Net income: CN¥25.7m (up 72% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥83.12, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 63x in the Semiconductor industry in China. Total returns to shareholders of 30% over the past year.분석 기사 • Mar 31JHT DesignLtd's (SHSE:603061) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from JHT Design Co.,Ltd. ( SHSE:603061 ) was disappointing to investors, with a...공시 • Mar 28JHT Design Co.,Ltd. to Report Q1, 2025 Results on Apr 19, 2025JHT Design Co.,Ltd. announced that they will report Q1, 2025 results on Apr 19, 2025Reported Earnings • Mar 19Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥1.35 (down from CN¥1.47 in FY 2023). Revenue: CN¥406.7m (up 17% from FY 2023). Net income: CN¥78.5m (down 7.4% from FY 2023). Profit margin: 19% (down from 24% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.공시 • Mar 19JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China공시 • Dec 27JHT Design Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 19, 2025JHT Design Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 19, 2025분석 기사 • Dec 03JHT DesignLtd (SHSE:603061) May Have Issues Allocating Its CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥91.99, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 40x in the Semiconductor industry in China. Total loss to shareholders of 3.9% over the past year.분석 기사 • Nov 01JHT Design Co.,Ltd. (SHSE:603061) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableJHT Design Co.,Ltd. ( SHSE:603061 ) shares have continued their recent momentum with a 26% gain in the last month...Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.33 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.09 (down from CN¥0.33 in 3Q 2023). Revenue: CN¥73.2m (down 9.1% from 3Q 2023). Net income: CN¥5.25m (down 74% from 3Q 2023). Profit margin: 7.2% (down from 25% in 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥83.72, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 33x in the Semiconductor industry in China. Negligible returns to shareholders over past year.분석 기사 • Oct 01JHT DesignLtd (SHSE:603061) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Sep 30JHT Design Co.,Ltd. to Report Q3, 2024 Results on Oct 19, 2024JHT Design Co.,Ltd. announced that they will report Q3, 2024 results on Oct 19, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥67.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 21% over the past year.공시 • Aug 23JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million.JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million on August 20, 2024. A cash consideration of CNY 19.99 million will be paid by JHT Design Co.,Ltd. The deal has been unanimously approved by the board.분석 기사 • Aug 07There Might Be More To JHT DesignLtd's (SHSE:603061) Story Than Just Weak EarningsShareholders didn't appear too concerned by JHT Design Co.,Ltd.'s ( SHSE:603061 ) weak earnings. Our analysis suggests...Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: CN¥0.43 (vs CN¥0.22 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.43 (up from CN¥0.22 in 2Q 2023). Revenue: CN¥94.6m (up 12% from 2Q 2023). Net income: CN¥24.8m (up 90% from 2Q 2023). Profit margin: 26% (up from 15% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.공시 • Jun 29JHT Design Co.,Ltd. to Report First Half, 2024 Results on Aug 21, 2024JHT Design Co.,Ltd. announced that they will report first half, 2024 results on Aug 21, 2024공시 • Apr 29JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai ChinaReported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.64 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.25 (down from CN¥0.64 in 1Q 2023). Revenue: CN¥88.6m (down 13% from 1Q 2023). Net income: CN¥14.9m (down 53% from 1Q 2023). Profit margin: 17% (down from 31% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.공시 • Mar 29JHT Design Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024JHT Design Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024공시 • Jan 25JHT Design Co.,Ltd. (SHSE:603061) announces an Equity Buyback for CNY 50 million worth of its shares.JHT Design Co.,Ltd. (SHSE:603061) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The shares will be repurchased at a price not more than CNY 75 per share. The purpose of repurchase program is to safeguard the company's value and shareholders' rights and interests. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be made from company's own funds. The authorization will be valid for a period of 3 months.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.98, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 34x in the Semiconductor industry in China.공시 • Dec 30JHT Design Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024JHT Design Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥96.92, the stock trades at a trailing P/E ratio of 69.6x. Average trailing P/E is 74x in the Semiconductor industry in China.New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (24% net profit margin).New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 24% Last year net profit margin: 36% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (24% net profit margin).Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.85 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.85 in 3Q 2022). Revenue: CN¥82.5m (down 23% from 3Q 2022). Net income: CN¥7.76m (down 80% from 3Q 2022). Profit margin: 9.4% (down from 36% in 3Q 2022). The decrease in margin was primarily driven by lower revenue.Reported Earnings • Aug 29Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.22. Net income: CN¥13.1m (up CN¥13.1m from 2Q 2022).공시 • Jun 28JHT Design Co.,Ltd. to Report First Half, 2023 Results on Aug 29, 2023JHT Design Co.,Ltd. announced that they will report first half, 2023 results on Aug 29, 2023Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥114, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 62x in the Semiconductor industry in China.Reported Earnings • Apr 26First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: CN¥0.64. Net income: CN¥31.9m (up CN¥31.9m from 1Q 2022).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥141, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 68x in the Semiconductor industry in China.이익 및 매출 성장 예측SHSE:603061 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20271,140N/AN/AN/A112/31/2026885N/AN/AN/A13/31/2026853233112224N/A12/31/202569817711128N/A9/30/2025632159-3987N/A6/30/2025531115-5278N/A3/31/202544789-4296N/A12/31/202440778-3359N/A9/30/202433577-1958N/A6/30/202434480-13213N/A3/31/202433468-170-47N/A12/31/202334785-171-48N/A9/30/202337691-200-64N/A6/30/2023401122-74-24N/A3/31/2023422150-745N/A12/31/20224261541067N/A12/31/20214201544263N/A12/31/2020185564749N/A12/31/2019727N/A-13N/A12/31/201810526N/A-13N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 603061 의 예상 수익 증가율이 절약률(2.4%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: 603061 의 수익이 CN 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: 603061 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: 603061 의 수익(연간 17.5%)이 CN 시장(연간 16.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 603061 의 수익(연간 17.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 603061의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 01:26종가2026/05/22 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스JHT Design Co.,Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관You You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)
Reported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥0.98 (vs CN¥0.31 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.98 (up from CN¥0.31 in 1Q 2025). Revenue: CN¥283.9m (up 121% from 1Q 2025). Net income: CN¥82.5m (up 222% from 1Q 2025). Profit margin: 29% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 16New major risk - Revenue and earnings growthEarnings have declined by 3.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 3.3% per year over the past 5 years.
공시 • Mar 30JHT Design Co.,Ltd. to Report Q1, 2026 Results on Apr 16, 2026JHT Design Co.,Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026
Reported Earnings • Mar 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: CN¥3.05 (up from CN¥1.35 in FY 2024). Revenue: CN¥698.2m (up 72% from FY 2024). Net income: CN¥176.5m (up 125% from FY 2024). Profit margin: 25% (up from 19% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
공시 • Mar 11JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026JHT Design Co.,Ltd., Annual General Meeting, Mar 31, 2026, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥170, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 41x in the Semiconductor industry in China. Total returns to shareholders of 129% over the past year.
공시 • Dec 26JHT Design Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 11, 2026JHT Design Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 11, 2026
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥123, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 42x in the Semiconductor industry in China. Total returns to shareholders of 47% over the past year.
New Risk • Oct 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).
New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • Sep 30JHT Design Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025JHT Design Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥129, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 45x in the Semiconductor industry in China. Total returns to shareholders of 112% over the past year.
공시 • Jun 30JHT Design Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025JHT Design Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: CN¥0.45 (vs CN¥0.25 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.45 (up from CN¥0.25 in 1Q 2024). Revenue: CN¥128.6m (up 45% from 1Q 2024). Net income: CN¥25.7m (up 72% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥83.12, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 63x in the Semiconductor industry in China. Total returns to shareholders of 30% over the past year.
분석 기사 • Mar 31JHT DesignLtd's (SHSE:603061) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from JHT Design Co.,Ltd. ( SHSE:603061 ) was disappointing to investors, with a...
공시 • Mar 28JHT Design Co.,Ltd. to Report Q1, 2025 Results on Apr 19, 2025JHT Design Co.,Ltd. announced that they will report Q1, 2025 results on Apr 19, 2025
Reported Earnings • Mar 19Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥1.35 (down from CN¥1.47 in FY 2023). Revenue: CN¥406.7m (up 17% from FY 2023). Net income: CN¥78.5m (down 7.4% from FY 2023). Profit margin: 19% (down from 24% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.
공시 • Mar 19JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025JHT Design Co.,Ltd., Annual General Meeting, Apr 08, 2025, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China
공시 • Dec 27JHT Design Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 19, 2025JHT Design Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 19, 2025
분석 기사 • Dec 03JHT DesignLtd (SHSE:603061) May Have Issues Allocating Its CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥91.99, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 40x in the Semiconductor industry in China. Total loss to shareholders of 3.9% over the past year.
분석 기사 • Nov 01JHT Design Co.,Ltd. (SHSE:603061) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableJHT Design Co.,Ltd. ( SHSE:603061 ) shares have continued their recent momentum with a 26% gain in the last month...
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.33 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.09 (down from CN¥0.33 in 3Q 2023). Revenue: CN¥73.2m (down 9.1% from 3Q 2023). Net income: CN¥5.25m (down 74% from 3Q 2023). Profit margin: 7.2% (down from 25% in 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥83.72, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 33x in the Semiconductor industry in China. Negligible returns to shareholders over past year.
분석 기사 • Oct 01JHT DesignLtd (SHSE:603061) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Sep 30JHT Design Co.,Ltd. to Report Q3, 2024 Results on Oct 19, 2024JHT Design Co.,Ltd. announced that they will report Q3, 2024 results on Oct 19, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥67.29, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 21% over the past year.
공시 • Aug 23JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million.JHT Design Co.,Ltd. (SHSE:603061) agreed to acquire 2.10% stake in Suzhou Lieqi Intelligent Equipment Co., Ltd. from Anji Chenfeng Enterprise Management Partnership (Limited Partnership) for CNY 20 million on August 20, 2024. A cash consideration of CNY 19.99 million will be paid by JHT Design Co.,Ltd. The deal has been unanimously approved by the board.
분석 기사 • Aug 07There Might Be More To JHT DesignLtd's (SHSE:603061) Story Than Just Weak EarningsShareholders didn't appear too concerned by JHT Design Co.,Ltd.'s ( SHSE:603061 ) weak earnings. Our analysis suggests...
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: CN¥0.43 (vs CN¥0.22 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.43 (up from CN¥0.22 in 2Q 2023). Revenue: CN¥94.6m (up 12% from 2Q 2023). Net income: CN¥24.8m (up 90% from 2Q 2023). Profit margin: 26% (up from 15% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.
공시 • Jun 29JHT Design Co.,Ltd. to Report First Half, 2024 Results on Aug 21, 2024JHT Design Co.,Ltd. announced that they will report first half, 2024 results on Aug 21, 2024
공시 • Apr 29JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024JHT Design Co.,Ltd., Annual General Meeting, Jun 06, 2024, at 14:00 China Standard Time. Location: Meeting Room of the Company's Shanghai Branch, Shanghai China
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.64 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.25 (down from CN¥0.64 in 1Q 2023). Revenue: CN¥88.6m (down 13% from 1Q 2023). Net income: CN¥14.9m (down 53% from 1Q 2023). Profit margin: 17% (down from 31% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.
공시 • Mar 29JHT Design Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024JHT Design Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
공시 • Jan 25JHT Design Co.,Ltd. (SHSE:603061) announces an Equity Buyback for CNY 50 million worth of its shares.JHT Design Co.,Ltd. (SHSE:603061) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The shares will be repurchased at a price not more than CNY 75 per share. The purpose of repurchase program is to safeguard the company's value and shareholders' rights and interests. The repurchased shares will be used for employee stock ownership plan or equity incentives. The repurchases will be made from company's own funds. The authorization will be valid for a period of 3 months.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.98, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 34x in the Semiconductor industry in China.
공시 • Dec 30JHT Design Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024JHT Design Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥96.92, the stock trades at a trailing P/E ratio of 69.6x. Average trailing P/E is 74x in the Semiconductor industry in China.
New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (24% net profit margin).
New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 24% Last year net profit margin: 36% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (51% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (24% net profit margin).
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.85 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.85 in 3Q 2022). Revenue: CN¥82.5m (down 23% from 3Q 2022). Net income: CN¥7.76m (down 80% from 3Q 2022). Profit margin: 9.4% (down from 36% in 3Q 2022). The decrease in margin was primarily driven by lower revenue.
Reported Earnings • Aug 29Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.22. Net income: CN¥13.1m (up CN¥13.1m from 2Q 2022).
공시 • Jun 28JHT Design Co.,Ltd. to Report First Half, 2023 Results on Aug 29, 2023JHT Design Co.,Ltd. announced that they will report first half, 2023 results on Aug 29, 2023
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥114, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 62x in the Semiconductor industry in China.
Reported Earnings • Apr 26First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: CN¥0.64. Net income: CN¥31.9m (up CN¥31.9m from 1Q 2022).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥141, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 68x in the Semiconductor industry in China.