Buy Or Sell Opportunity • Aug 10
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to CN¥11.65. The fair value is estimated to be CN¥9.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 53% in the next 2 years. Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥10.52, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Luxury industry in China. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.09 per share. Announcement • Jun 30
Guangdong Chj Industry Co.,Ltd. to Report First Half, 2026 Results on Aug 27, 2026 Guangdong Chj Industry Co.,Ltd. announced that they will report first half, 2026 results on Aug 27, 2026 Buy Or Sell Opportunity • Jun 16
Now 22% overvalued Over the last 90 days, the stock has fallen 2.7% to CN¥10.22. The fair value is estimated to be CN¥8.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 53% in the next 2 years. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥9.99, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.39 per share. Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Zhibo Zou was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Mar 31
Guangdong Chj Industry Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Guangdong Chj Industry Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Announcement • Mar 28
Guangdong Chj Industry Co.,Ltd., Annual General Meeting, Apr 20, 2026 Guangdong Chj Industry Co.,Ltd., Annual General Meeting, Apr 20, 2026, at 15:00 China Standard Time. Location: The Company's Meeting Room, Shantou, Guangdong China Announcement • Dec 31
Guangdong Chj Industry Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 18, 2026 Guangdong Chj Industry Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 18, 2026 Announcement • Sep 30
Guangdong Chj Industry Co.,Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Guangdong Chj Industry Co.,Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 Announcement • Sep 03
Guangdong Chj Industry Co.,Ltd. Approves Interim Cash Dividend for 2025 Guangdong Chj Industry Co.,Ltd. at its Extraordinary General Meeting of 2025 held on 01 September 2025, approved interim profit distribution plan of Cash dividend of CNY 1.00000000 per 10 shares for 2025. Announcement • Aug 23
Guangdong Chj Industry Co.,Ltd. Proposes Interim Cash Dividend for the Year 2025 Guangdong Chj Industry Co.,Ltd. at its Extraordinary General Meeting of 2025, proposed interim cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2025. Announcement • Jul 02
Guangdong Chj Industry Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025 Guangdong Chj Industry Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025 Announcement • Apr 29
Guangdong Chj Industry Co.,Ltd., Annual General Meeting, May 20, 2025 Guangdong Chj Industry Co.,Ltd., Annual General Meeting, May 20, 2025, at 15:00 China Standard Time. Announcement • Mar 31
Guangdong Chj Industry Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Guangdong Chj Industry Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Announcement • Dec 31
Guangdong Chj Industry Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025 Guangdong Chj Industry Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025 Announcement • Nov 28
Guangdong Chj Industry Co.,Ltd. Announces Board Appointments Guangdong Chj Industry Co.,Ltd. held its 1st Extraordinary General Meeting of 2024 on 22 November 2024, during which the shareholders approved election of non-independent directors, cumulative voting system applicable: Liao Muzhi, Liao Chuangbin, Zhong Mutian, Lin Junping, Xu Junxiong, Cai Zhonghua, as directors. Election of independent directors, cumulative voting system applicable: Zou Zhibo, Guo Jian, and Xie Haoran, as independent directors. Reported Earnings • Oct 31
Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.12 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.12 in 3Q 2023). Revenue: CN¥1.43b (down 4.4% from 3Q 2023). Net income: CN¥86.4m (down 17% from 3Q 2023). Profit margin: 6.1% (down from 7.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year. Upcoming Dividend • Oct 04
Upcoming dividend of CN¥0.10 per share Eligible shareholders must have bought the stock before 11 October 2024. Payment date: 11 October 2024. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 3.6%. Within top quartile of Chinese dividend payers (2.2%). Higher than average of industry peers (3.0%). Announcement • Sep 30
Guangdong Chj Industry Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Guangdong Chj Industry Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥5.10, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥3.79 per share. Announcement • Sep 28
Guangdong Chj Industry Co.,Ltd. Announces Interim Cash Dividend of the Year 2024 of A Shares, Payable on 11 October 2024 Guangdong Chj Industry Co.,Ltd. announced interim cash dividend/10 shares (tax included) of CNY 1.00000000 for year 2024 of A shares. Record date is 10 October 2024. Ex-date is 11 October 2024. Payment date is 11 October 2024. Buy Or Sell Opportunity • Sep 24
Now 20% overvalued Over the last 90 days, the stock has fallen 8.1% to CN¥4.53. The fair value is estimated to be CN¥3.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 37% in the next 2 years. Buy Or Sell Opportunity • Sep 04
Now 21% overvalued Over the last 90 days, the stock has fallen 14% to CN¥4.60. The fair value is estimated to be CN¥3.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 37% in the next 2 years. Announcement • Aug 29
Guangdong Chj Industry Co.,Ltd. Announces Profit Distribution Proposal for the First Half of 2024 Guangdong Chj Industry Co.,Ltd. announced the profit distribution proposal for the first half of 2024 as follows: Cash dividend per 10 shares (tax included) of CNY 1.00000000. Reported Earnings • Aug 28
Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.091 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.091 in 2Q 2023). Revenue: CN¥1.64b (up 10% from 2Q 2023). Net income: CN¥98.7m (up 17% from 2Q 2023). Profit margin: 6.0% (up from 5.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings. Announcement • Jun 29
Guangdong Chj Industry Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024 Guangdong Chj Industry Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 Declared Dividend • May 31
Dividend increased to CN¥0.25 Dividend of CN¥0.25 is 25% higher than last year. Ex-date: 6th June 2024 Payment date: 6th June 2024 Dividend yield will be 4.3%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Apr 29
Guangdong Chj Industry Co.,Ltd., Annual General Meeting, May 17, 2024 Guangdong Chj Industry Co.,Ltd., Annual General Meeting, May 17, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Shantou, Guangdong China Announcement • Mar 30
Guangdong Chj Industry Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024 Guangdong Chj Industry Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024 Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥5.51, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥3.77 per share. Announcement • Dec 29
Guangdong Chj Industry Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024 Guangdong Chj Industry Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024 Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.09 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.12 (up from CN¥0.09 in 3Q 2022). Revenue: CN¥1.49b (up 24% from 3Q 2022). Net income: CN¥104.4m (up 23% from 3Q 2022). Profit margin: 7.0% (in line with 3Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year. Reported Earnings • Aug 25
Second quarter 2023 earnings released: EPS: CN¥0.091 (vs CN¥0.061 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.091 (up from CN¥0.061 in 2Q 2022). Revenue: CN¥1.48b (up 61% from 2Q 2022). Net income: CN¥84.5m (up 54% from 2Q 2022). Profit margin: 5.7% (down from 6.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Announcement • Jul 01
Guangdong Chj Industry Co.,Ltd. to Report First Half, 2023 Results on Aug 25, 2023 Guangdong Chj Industry Co.,Ltd. announced that they will report first half, 2023 results on Aug 25, 2023 Announcement • May 31
Guangdong Chj Industry Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on 07 June 2023 Guangdong Chj Industry Co.,Ltd. announced final cash dividend of CNY 2.00000000 per 10 shares (tax included) on A shares for the year 2022. Record date is 06 June 2023, Ex-date is 07 June 2023 and Payment date is 07 June 2023. Announcement • May 23
Guangdong Chj Industry Co.,Ltd. Approves Cash Dividend for 2022 Guangdong Chj Industry Co.,Ltd. announced that at the Annual General Meeting of 2022 held on 19 May 2023 approved Cash dividend/10 shares (tax included) of CNY 2.00000000 for 2022. Reported Earnings • Apr 29
Full year 2022 earnings released: EPS: CN¥0.22 (vs CN¥0.39 in FY 2021) Full year 2022 results: EPS: CN¥0.22 (down from CN¥0.39 in FY 2021). Revenue: CN¥4.42b (down 4.7% from FY 2021). Net income: CN¥199.1m (down 43% from FY 2021). Profit margin: 4.5% (down from 7.6% in FY 2021). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥8.04, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Luxury industry in China. Total returns to shareholders of 157% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥4.41 per share. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Tianhai Lin 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 29
Third quarter 2022 earnings released: EPS: CN¥0.09 (vs CN¥0.091 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.09. Revenue: CN¥1.21b (up 4.6% from 3Q 2021). Net income: CN¥84.6m (up 1.7% from 3Q 2021). Profit margin: 7.0% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Luxury industry in China. Reported Earnings • Aug 29
Second quarter 2022 earnings released: EPS: CN¥0.061 (vs CN¥0.11 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.061 (down from CN¥0.11 in 2Q 2021). Revenue: CN¥920.7m (down 22% from 2Q 2021). Net income: CN¥54.9m (down 43% from 2Q 2021). Profit margin: 6.0% (down from 8.2% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 20%, compared to a 24% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥5.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Luxury industry in China. Total returns to shareholders of 32% over the past three years. Upcoming Dividend • May 30
Upcoming dividend of CN¥0.20 per share Eligible shareholders must have bought the stock before 06 June 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 53% and the cash payout ratio is 86%. Trailing yield: 4.6%. Within top quartile of Chinese dividend payers (2.1%). Higher than average of industry peers (3.9%). Reported Earnings • May 02
First quarter 2022 earnings released: EPS: CN¥0.11 (vs CN¥0.12 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.11 (down from CN¥0.12 in 1Q 2021). Revenue: CN¥1.25b (up 12% from 1Q 2021). Net income: CN¥95.3m (down 9.4% from 1Q 2021). Profit margin: 7.6% (down from 9.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Tianhai Lin 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. Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥5.81, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.63 per share. Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS CN¥0.091 (vs CN¥0.07 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥1.15b (up 27% from 3Q 2020). Net income: CN¥83.1m (up 24% from 3Q 2020). Profit margin: 7.2% (down from 7.4% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Reported Earnings • Jul 31
Second quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.041 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.18b (up 48% from 2Q 2020). Net income: CN¥96.7m (up 167% from 2Q 2020). Profit margin: 8.2% (up from 4.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year. Valuation Update With 7 Day Price Move • May 12
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥5.70, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Luxury industry in China. Total loss to shareholders of 39% over the past three years. Reported Earnings • May 01
Full year 2020 earnings released: EPS CN¥0.16 (vs CN¥0.09 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥3.22b (down 9.2% from FY 2019). Net income: CN¥139.7m (up 72% from FY 2019). Profit margin: 4.3% (up from 2.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Mar 13
New 90-day high: CN¥4.56 The company is up 2.0% from its price of CN¥4.47 on 11 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is down 3.0% over the same period. Reported Earnings • Mar 04
Full year 2020 earnings released: EPS CN¥0.15 (vs CN¥0.09 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥3.22b (down 9.2% from FY 2019). Net income: CN¥140.2m (up 73% from FY 2019). Profit margin: 4.4% (up from 2.3% in FY 2019). The increase in margin was driven by lower expenses. Analyst Estimate Surprise Post Earnings • Mar 04
Revenue misses expectations Revenue missed analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 16%, compared to a 22% growth forecast for the Luxury industry in China. Is New 90 Day High Low • Jan 29
New 90-day low: CN¥3.67 The company is down 17% from its price of CN¥4.41 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is down 10.0% over the same period. Is New 90 Day High Low • Jan 06
New 90-day low: CN¥3.86 The company is down 4.0% from its price of CN¥4.02 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is down 3.0% over the same period. Is New 90 Day High Low • Nov 16
New 90-day high: CN¥5.02 The company is up 30% from its price of CN¥3.86 on 18 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is down 2.0% over the same period. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total losses of CN¥36.6m, with earnings decreasing by CN¥79.0m from the prior year. Total revenue was CN¥3.19b over the last 12 months, down 8.8% from the prior year. Is New 90 Day High Low • Oct 27
New 90-day high: CN¥4.55 The company is up 16% from its price of CN¥3.91 on 29 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 2.0% over the same period.