DPC Dash Ltd

SEHK:1405 주식 리포트

시가총액: HK$5.1b

DPC Dash 향후 성장

Future 기준 점검 4/6

DPC Dash (는) 각각 연간 33.8% 및 18.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.1% 로 예상됩니다.

핵심 정보

33.8%

이익 성장률

33.47%

EPS 성장률

Hospitality 이익 성장35.1%
매출 성장률18.6%
향후 자기자본이익률13.06%
애널리스트 커버리지

Good

마지막 업데이트13 May 2026

최근 향후 성장 업데이트

분석 기사 Mar 27

DPC Dash Ltd Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for DPC Dash Ltd ( HKG:1405 ), who've watched their investment drop 14% to HK$51.75 in the week...
분석 기사 Aug 31

The DPC Dash Ltd (HKG:1405) Half-Year Results Are Out And Analysts Have Published New Forecasts

It's been a good week for DPC Dash Ltd ( HKG:1405 ) shareholders, because the company has just released its latest...
분석 기사 Apr 27

DPC Dash Ltd Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

DPC Dash Ltd ( HKG:1405 ) just released its yearly report and things are looking bullish. It was overall a positive...
분석 기사 Aug 30

DPC Dash Ltd (HKG:1405) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year

It's been a good week for DPC Dash Ltd ( HKG:1405 ) shareholders, because the company has just released its latest...

Recent updates

내러티브 업데이트 Apr 29

1405: Store Expansion And Hybrid Meetings Will Support A Positive Rerating

Analysts have trimmed their HK$ price target on DPC Dash, reflecting slightly lower fair value assumptions and modestly softer expectations for revenue growth, profit margins and future P/E multiples in their updated models. What's in the News DPC Dash plans to continue executing its 4D strategy, and is targeting around 350 net new stores in full year 2026 to deepen market penetration in its operating regions (company filing).
내러티브 업데이트 Apr 10

1405: Store Expansion And Hybrid Meetings Will Support A Positive Rerating

Analysts have revised their HK$ price target for DPC Dash to HK$87.42 from HK$108.69, reflecting updated views on discount rate assumptions, revenue growth expectations, profit margins, and future P/E levels. What's in the News The board proposes adopting a new memorandum and articles of association to replace the existing version, with amendments subject to shareholder approval via a special resolution at the upcoming AGM.
새로운 내러티브 Apr 09

Delivery Scale And Digital Expansion Will Support Long Term Upside Potential

Catalysts About DPC Dash DPC Dash is the exclusive Domino’s Pizza master franchisee for Mainland China, Hong Kong SAR and Macau SAR. It operates a fast growing, delivery led pizza chain.
분석 기사 Mar 27

DPC Dash Ltd Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for DPC Dash Ltd ( HKG:1405 ), who've watched their investment drop 14% to HK$51.75 in the week...
내러티브 업데이트 Mar 26

1405: Store Expansion And Dividend Potential Will Support A Positive Rerating

Analysts have trimmed their price target on DPC Dash from HK$114.67 to HK$108.69. This reflects slightly more cautious assumptions around revenue growth, profit margins and future P/E multiples, while applying a marginally higher discount rate.
새로운 내러티브 Mar 26

Delivery Cost Pressures And Slowing Same Store Sales Will Test Long Term Expansion Potential

Catalysts About DPC Dash DPC Dash operates the exclusive Domino's Pizza master franchise across Mainland China, Hong Kong SAR and Macau SAR, focusing on delivery led quick service pizza. What are the underlying business or industry changes driving this perspective?
분석 기사 Dec 19

Revenues Tell The Story For DPC Dash Ltd (HKG:1405)

DPC Dash Ltd's ( HKG:1405 ) price-to-sales (or "P/S") ratio of 1.8x may not look like an appealing investment...
분석 기사 Nov 05

The Return Trends At DPC Dash (HKG:1405) Look Promising

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Oct 03

Solid Earnings Reflect DPC Dash's (HKG:1405) Strength As A Business

DPC Dash Ltd ( HKG:1405 ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...
분석 기사 Sep 22

These 4 Measures Indicate That DPC Dash (HKG:1405) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Sep 01

Expanding Chinese Cities Will Unlock Future Market Potential

Despite a notable improvement in net profit margin, DPC Dash’s consensus price target has been revised downward as a result of a markedly lower future P/E multiple, reducing the fair value from HK$123.06 to HK$117.65. What's in the News DPC Dash plans to open approximately 300 net new stores in 2025; as of August 15, opened 233 net new stores, with 27 under construction and 35 signed, reaching about 98% of its annual target.
분석 기사 Aug 31

The DPC Dash Ltd (HKG:1405) Half-Year Results Are Out And Analysts Have Published New Forecasts

It's been a good week for DPC Dash Ltd ( HKG:1405 ) shareholders, because the company has just released its latest...
User avatar
새로운 내러티브 Aug 06

Expanding Chinese Cities Will Unlock Future Market Potential

Aggressive expansion and digital engagement are fueling rapid revenue and market share growth, helped by strong customer loyalty and adaptable ordering channels.
분석 기사 Jul 30

Investors Will Want DPC Dash's (HKG:1405) Growth In ROCE To Persist

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
분석 기사 Jul 07

A Look At The Intrinsic Value Of DPC Dash Ltd (HKG:1405)

Key Insights Using the 2 Stage Free Cash Flow to Equity, DPC Dash fair value estimate is HK$116 With HK$99.15 share...
분석 기사 May 15

Here's Why DPC Dash (HKG:1405) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Apr 27

DPC Dash Ltd Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

DPC Dash Ltd ( HKG:1405 ) just released its yearly report and things are looking bullish. It was overall a positive...
분석 기사 Apr 25

Returns Are Gaining Momentum At DPC Dash (HKG:1405)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
분석 기사 Apr 03

DPC Dash's (HKG:1405) Earnings May Just Be The Starting Point

DPC Dash Ltd's ( HKG:1405 ) earnings announcement last week was disappointing for investors, despite the decent profit...
분석 기사 Mar 10

Calculating The Intrinsic Value Of DPC Dash Ltd (HKG:1405)

Key Insights DPC Dash's estimated fair value is HK$122 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 Nov 25

DPC Dash (HKG:1405) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Aug 30

DPC Dash Ltd (HKG:1405) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year

It's been a good week for DPC Dash Ltd ( HKG:1405 ) shareholders, because the company has just released its latest...
분석 기사 Jun 07

Health Check: How Prudently Does DPC Dash (HKG:1405) Use Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Mar 28

What You Can Learn From DPC Dash Ltd's (HKG:1405) P/S

When close to half the companies in the Hospitality industry in Hong Kong have price-to-sales ratios (or "P/S") below...

이익 및 매출 성장 예측

SEHK:1405 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20289,479407N/A1,6988
12/31/20277,878304N/A1,40710
12/31/20266,485201N/A1,41110
12/31/20255,382142387893N/A
9/30/20255,124126361848N/A
6/30/20254,866110335803N/A
3/31/20254,59083368811N/A
12/31/20244,31455402818N/A
9/30/20244,01515393778N/A
6/30/20243,716-24384738N/A
3/31/20243,383-26302637N/A
12/31/20233,051-27220536N/A
9/30/20232,770-73137421N/A
6/30/20232,488-11854305N/A
3/31/20232,255-17171302N/A
12/31/20222,021-22388298N/A
9/30/20221,887-292134320N/A
6/30/20221,754-361180342N/A
3/31/20221,682-416163337N/A
12/31/20211,611-471147332N/A
12/31/20201,104-274-55104N/A
12/31/2019837-182-58124N/A

애널리스트 향후 성장 전망

수입 대 저축률: 1405 의 연간 예상 수익 증가율(33.8%)이 saving rate(3%)보다 높습니다.

수익 vs 시장: 1405 의 연간 수익(33.8%)이 Hong Kong 시장(12.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 1405 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: 1405 의 수익(연간 18.6%)이 Hong Kong 시장(연간 8.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 1405 의 수익(연간 18.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: 1405의 자본 수익률은 3년 후 13.1%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 16:51
종가2026/05/27 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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분석가 소스

DPC Dash Ltd는 15명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Lucy YuBofA Global Research
Sijie LinChina International Capital Corporation Limited
Ya JiangCitic Securities Co., Ltd.