View ValuationHere Group 향후 성장Future 기준 점검 1/6Here Group 의 수익은 연간 0.7% 감소할 것으로 예상되는 반면, 연간 수익은 9.9% 로 증가할 것으로 예상됩니다. EPS는 연간 36.3% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.9% 로 예상됩니다.핵심 정보-0.7%이익 성장률-36.32%EPS 성장률Leisure 이익 성장14.9%매출 성장률9.9%향후 자기자본이익률15.95%애널리스트 커버리지Low마지막 업데이트18 Mar 2026최근 향후 성장 업데이트공지 • Mar 12Here Group Limited Provides Preliminary Revenue Guidance for the Third Quarter Ending March 31, 2026 and Full Year Ending June 30, 2026Here Group Limited provided preliminary revenue guidance for the third quarter ending March 31, 2026 and full year ending June 30, 2026. For the quarter, the company expects revenues from the pop toy business to be in the range of RMB 140.0 million to RMB 150.0 million. For the full year, the company expects revenues from the pop toy business to be in the range of RMB 750.0 million to RMB 800.0 million.공지 • Dec 04Here Group Limited Provides Financial Guidance for the Full Year of Fiscal 2026Here Group Limited provides financial guidance for the full year of fiscal 2026. For the period, the company expects revenues to be in the range of RMB 750.0 million to RMB 800.0 million, demonstrating its confidence in scaling its operations and expanding internationally.모든 업데이트 보기Recent updates공지 • Mar 12Here Group Limited Provides Preliminary Revenue Guidance for the Third Quarter Ending March 31, 2026 and Full Year Ending June 30, 2026Here Group Limited provided preliminary revenue guidance for the third quarter ending March 31, 2026 and full year ending June 30, 2026. For the quarter, the company expects revenues from the pop toy business to be in the range of RMB 140.0 million to RMB 150.0 million. For the full year, the company expects revenues from the pop toy business to be in the range of RMB 750.0 million to RMB 800.0 million.공지 • Mar 05Here Group Limited to Report Q2, 2026 Results on Mar 12, 2026Here Group Limited announced that they will report Q2, 2026 results Pre-Market on Mar 12, 2026공지 • Dec 04Here Group Limited Provides Financial Guidance for the Full Year of Fiscal 2026Here Group Limited provides financial guidance for the full year of fiscal 2026. For the period, the company expects revenues to be in the range of RMB 750.0 million to RMB 800.0 million, demonstrating its confidence in scaling its operations and expanding internationally.공지 • Nov 25Here Group Limited to Report Q1, 2026 Results on Dec 02, 2025Here Group Limited announced that they will report Q1, 2026 results Pre-Market on Dec 02, 2025공지 • Sep 11QuantaSing Group Limited to Report Q4, 2025 Results on Sep 17, 2025QuantaSing Group Limited announced that they will report Q4, 2025 results Pre-Market on Sep 17, 2025공지 • Jun 06QuantaSing Group Limited (NasdaqGM:QSG) announces an Equity Buyback for $20 million worth of its shares.QuantaSing Group Limited (NasdaqGM:QSG) announces a share repurchase program. Under the program, the company will repurchase up to $20 million of its Class A ordinary shares in the form of American depositary shares (“ADSs”). The company will fund the repurchases from its existing cash balance. The program will be valid till June 30, 2026.공지 • Jun 03QuantaSing Group Limited to Report Q3, 2025 Results on Jun 06, 2025QuantaSing Group Limited announced that they will report Q3, 2025 results Pre-Market on Jun 06, 2025공지 • Mar 04QuantaSing Group Limited to Report Q2, 2025 Results on Mar 11, 2025QuantaSing Group Limited announced that they will report Q2, 2025 results Pre-Market on Mar 11, 2025공지 • Jan 22QuantaSing Group Limited Announces Board ChangesQuantaSing Group Limited announced changes in the composition of its board of directors (the “Board”). The Company received a letter of resignation dated January 21, 2025 from Mr. Chenyang Wei, notifying the Company of his resignation as a director effective upon January 21, 2025, for personal reasons not resulting from any disagreement with the Company on any matter relating to the Company’s operations, policies or practice. Mr. Shunyan Zhu agreed to be and was appointed as a new independent director to serve on the Board and as a member of the audit committee (the “Audit Committee”) of the Board, effective upon January 21, 2025. Biographical information relating to Mr. Shunyan Zhu is set out as follows. Mr. Shunyan Zhu has served as an executive director and the chairman of the board of directors of Alibaba Health Information Technology Ltd. from March 2020, and he currently serves as the chairman of the nomination committee of the board of directors of Alibaba Health. From March 2020 to November 2023, he served as the chief executive officer of Alibaba Health. Mr. Zhu is a partner of the Alibaba Partnership and was the President of the Innovation Initiatives Segment of the ultimate controlling shareholder of Alibaba Health, Alibaba Group Holding Limited. He was a director of Meinian Onehealth Healthcare Holdings Co. Ltd. from May 2020 to October 2021. Prior to joining Alibaba Group, Mr. Zhu founded Wuhan Xuncai Technology Co. Ltd. in 2003. He joined the founding team of UC Browser in 2007 as senior vice president and was responsible for the marketing and commercialization of UC Browser. Subsequently, Mr. Zhu had served as (1) the president of Alimama Business Group, a leading big data marketing platform in the PRC operated by Alibaba Group; (2) the president of UC Browser; and (3) the president of the Intelligent Information Business Group. Mr. Zhu obtained a Bachelor of Science degree in mathematics in 1993 from Yanshan University in the PRC. He obtained a master’s degree in computing software in 1996 from Huazhong University of Science and Technology in the PRC. Following the foregoing changes, the Board will consist of four directors, including Mr. Peng Li, Mr. Frank Lin, Mr. Dong Xie and Ms. Xihao Liu, and three independent directors, namely Mr. Hongqiang Zhao, Ms. Pei Hua (Helen) Wong and Mr. Shunyan Zhu. The Audit Committee will consist of the three independent directors.공지 • Nov 21QuantaSing Group Limited to Report Q1, 2025 Results on Nov 27, 2024QuantaSing Group Limited announced that they will report Q1, 2025 results Pre-Market on Nov 27, 2024Valuation Update With 7 Day Price Move • Nov 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €2.42, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Consumer Services industry in Europe.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €2.72, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Consumer Services industry in Europe.New Risk • Oct 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 21% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 (14% average weekly change). Earnings are forecast to decline by an average of 21% per year for the foreseeable future.공지 • Oct 02QuantaSing Group Limited Declares Special Dividend, Payable on or Around November 7, 2024 to the Holders of the Ordinary Shares, and on or Around November 15, 2024 to the Holders of the ADSsQuantaSing Group Limited announced that its board of directors has approved the declaration and distribution of a special dividend of USD 0.067 per ordinary share (USD 0.201 per American depositary share, or ADS). The dividends are expected to be paid on or around November 7, 2024 to the holders of the Company’s ordinary shares, and on or around November 15, 2024 to the holders of the ADSs, of record, as of the close of business on October 30, 2024.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1.66, the stock trades at a trailing P/E ratio of 2.2x. Average forward P/E is 11x in the Consumer Services industry in Europe.Reported Earnings • Aug 29Full year 2024 earnings released: EPS: CN¥7.01 (vs CN¥3.78 loss in FY 2023)Full year 2024 results: EPS: CN¥7.01 (up from CN¥3.78 loss in FY 2023). Revenue: CN¥3.80b (up 23% from FY 2023). Net income: CN¥385.5m (up CN¥516.4m from FY 2023). Profit margin: 10% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Consumer Services industry in Europe.공지 • Aug 23QuantaSing Group Limited to Report Q4, 2024 Results on Aug 28, 2024QuantaSing Group Limited announced that they will report Q4, 2024 results Pre-Market on Aug 28, 2024New Risk • Jul 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).Board Change • Jul 22Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (4 non-independent directors). Founder, Chairman of the Board & CEO Peng Li is the most experienced director on the board, commencing their role in 2019. Independent Director Chenyang Wei was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측DB:MK60 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20281,489175169N/A26/30/20271,6508684N/A46/30/2026750291-30N/A312/31/20251,49399N/AN/AN/A9/30/20252,042251N/AN/AN/A6/30/20252,726359181184N/A3/31/20253,108445N/AN/AN/A12/31/20243,483419N/AN/AN/A9/30/20243,737400N/AN/AN/A6/30/20243,795386279283N/A3/31/20243,624242N/AN/AN/A12/31/20233,485202N/AN/AN/A9/30/20233,29143N/AN/AN/A6/30/20233,081-131230236N/A3/31/20232,882-393N/AN/AN/A12/31/20222,766-373N/AN/AN/A9/30/20222,783-282218222N/A6/30/20222,868-259268273N/A6/30/20211,760-5314479N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MK60 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.7%).수익 vs 시장: MK60 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.7%).고성장 수익: MK60 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: MK60 의 수익(연간 9.9%)이 German 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: MK60 의 수익(연간 9.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MK60의 자본 수익률은 3년 후 15.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 19:05종가2026/05/07 00:00수익2025/12/31연간 수익2025/06/30데이터 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 소스Here Group Limited는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullChina International Capital Corporation LimitedLiping ZhaoChina International Capital Corporation LimitedChongguang FengCitic Securities Co., Ltd.5명의 분석가 더 보기
공지 • Mar 12Here Group Limited Provides Preliminary Revenue Guidance for the Third Quarter Ending March 31, 2026 and Full Year Ending June 30, 2026Here Group Limited provided preliminary revenue guidance for the third quarter ending March 31, 2026 and full year ending June 30, 2026. For the quarter, the company expects revenues from the pop toy business to be in the range of RMB 140.0 million to RMB 150.0 million. For the full year, the company expects revenues from the pop toy business to be in the range of RMB 750.0 million to RMB 800.0 million.
공지 • Dec 04Here Group Limited Provides Financial Guidance for the Full Year of Fiscal 2026Here Group Limited provides financial guidance for the full year of fiscal 2026. For the period, the company expects revenues to be in the range of RMB 750.0 million to RMB 800.0 million, demonstrating its confidence in scaling its operations and expanding internationally.
공지 • Mar 12Here Group Limited Provides Preliminary Revenue Guidance for the Third Quarter Ending March 31, 2026 and Full Year Ending June 30, 2026Here Group Limited provided preliminary revenue guidance for the third quarter ending March 31, 2026 and full year ending June 30, 2026. For the quarter, the company expects revenues from the pop toy business to be in the range of RMB 140.0 million to RMB 150.0 million. For the full year, the company expects revenues from the pop toy business to be in the range of RMB 750.0 million to RMB 800.0 million.
공지 • Mar 05Here Group Limited to Report Q2, 2026 Results on Mar 12, 2026Here Group Limited announced that they will report Q2, 2026 results Pre-Market on Mar 12, 2026
공지 • Dec 04Here Group Limited Provides Financial Guidance for the Full Year of Fiscal 2026Here Group Limited provides financial guidance for the full year of fiscal 2026. For the period, the company expects revenues to be in the range of RMB 750.0 million to RMB 800.0 million, demonstrating its confidence in scaling its operations and expanding internationally.
공지 • Nov 25Here Group Limited to Report Q1, 2026 Results on Dec 02, 2025Here Group Limited announced that they will report Q1, 2026 results Pre-Market on Dec 02, 2025
공지 • Sep 11QuantaSing Group Limited to Report Q4, 2025 Results on Sep 17, 2025QuantaSing Group Limited announced that they will report Q4, 2025 results Pre-Market on Sep 17, 2025
공지 • Jun 06QuantaSing Group Limited (NasdaqGM:QSG) announces an Equity Buyback for $20 million worth of its shares.QuantaSing Group Limited (NasdaqGM:QSG) announces a share repurchase program. Under the program, the company will repurchase up to $20 million of its Class A ordinary shares in the form of American depositary shares (“ADSs”). The company will fund the repurchases from its existing cash balance. The program will be valid till June 30, 2026.
공지 • Jun 03QuantaSing Group Limited to Report Q3, 2025 Results on Jun 06, 2025QuantaSing Group Limited announced that they will report Q3, 2025 results Pre-Market on Jun 06, 2025
공지 • Mar 04QuantaSing Group Limited to Report Q2, 2025 Results on Mar 11, 2025QuantaSing Group Limited announced that they will report Q2, 2025 results Pre-Market on Mar 11, 2025
공지 • Jan 22QuantaSing Group Limited Announces Board ChangesQuantaSing Group Limited announced changes in the composition of its board of directors (the “Board”). The Company received a letter of resignation dated January 21, 2025 from Mr. Chenyang Wei, notifying the Company of his resignation as a director effective upon January 21, 2025, for personal reasons not resulting from any disagreement with the Company on any matter relating to the Company’s operations, policies or practice. Mr. Shunyan Zhu agreed to be and was appointed as a new independent director to serve on the Board and as a member of the audit committee (the “Audit Committee”) of the Board, effective upon January 21, 2025. Biographical information relating to Mr. Shunyan Zhu is set out as follows. Mr. Shunyan Zhu has served as an executive director and the chairman of the board of directors of Alibaba Health Information Technology Ltd. from March 2020, and he currently serves as the chairman of the nomination committee of the board of directors of Alibaba Health. From March 2020 to November 2023, he served as the chief executive officer of Alibaba Health. Mr. Zhu is a partner of the Alibaba Partnership and was the President of the Innovation Initiatives Segment of the ultimate controlling shareholder of Alibaba Health, Alibaba Group Holding Limited. He was a director of Meinian Onehealth Healthcare Holdings Co. Ltd. from May 2020 to October 2021. Prior to joining Alibaba Group, Mr. Zhu founded Wuhan Xuncai Technology Co. Ltd. in 2003. He joined the founding team of UC Browser in 2007 as senior vice president and was responsible for the marketing and commercialization of UC Browser. Subsequently, Mr. Zhu had served as (1) the president of Alimama Business Group, a leading big data marketing platform in the PRC operated by Alibaba Group; (2) the president of UC Browser; and (3) the president of the Intelligent Information Business Group. Mr. Zhu obtained a Bachelor of Science degree in mathematics in 1993 from Yanshan University in the PRC. He obtained a master’s degree in computing software in 1996 from Huazhong University of Science and Technology in the PRC. Following the foregoing changes, the Board will consist of four directors, including Mr. Peng Li, Mr. Frank Lin, Mr. Dong Xie and Ms. Xihao Liu, and three independent directors, namely Mr. Hongqiang Zhao, Ms. Pei Hua (Helen) Wong and Mr. Shunyan Zhu. The Audit Committee will consist of the three independent directors.
공지 • Nov 21QuantaSing Group Limited to Report Q1, 2025 Results on Nov 27, 2024QuantaSing Group Limited announced that they will report Q1, 2025 results Pre-Market on Nov 27, 2024
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €2.42, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Consumer Services industry in Europe.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €2.72, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Consumer Services industry in Europe.
New Risk • Oct 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 21% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 (14% average weekly change). Earnings are forecast to decline by an average of 21% per year for the foreseeable future.
공지 • Oct 02QuantaSing Group Limited Declares Special Dividend, Payable on or Around November 7, 2024 to the Holders of the Ordinary Shares, and on or Around November 15, 2024 to the Holders of the ADSsQuantaSing Group Limited announced that its board of directors has approved the declaration and distribution of a special dividend of USD 0.067 per ordinary share (USD 0.201 per American depositary share, or ADS). The dividends are expected to be paid on or around November 7, 2024 to the holders of the Company’s ordinary shares, and on or around November 15, 2024 to the holders of the ADSs, of record, as of the close of business on October 30, 2024.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1.66, the stock trades at a trailing P/E ratio of 2.2x. Average forward P/E is 11x in the Consumer Services industry in Europe.
Reported Earnings • Aug 29Full year 2024 earnings released: EPS: CN¥7.01 (vs CN¥3.78 loss in FY 2023)Full year 2024 results: EPS: CN¥7.01 (up from CN¥3.78 loss in FY 2023). Revenue: CN¥3.80b (up 23% from FY 2023). Net income: CN¥385.5m (up CN¥516.4m from FY 2023). Profit margin: 10% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Consumer Services industry in Europe.
공지 • Aug 23QuantaSing Group Limited to Report Q4, 2024 Results on Aug 28, 2024QuantaSing Group Limited announced that they will report Q4, 2024 results Pre-Market on Aug 28, 2024
New Risk • Jul 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.4% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
Board Change • Jul 22Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (4 non-independent directors). Founder, Chairman of the Board & CEO Peng Li is the most experienced director on the board, commencing their role in 2019. Independent Director Chenyang Wei was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.