Valuation Update With 7 Day Price Move • Jul 30
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to CN¥12.18, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 24x in the Transportation industry in China. Total returns to shareholders of 2.1% over the past three years. Announcement • Jul 11
Jushen Logistics Group Co., Ltd. Announces Board Appointments Jushen Logistics Group Co., Ltd. announced that at the Extraordinary General Meeting held on July 9, 2026 approved the by-election of Guo Li and Li Aiju as independent directors. Announcement • Jun 30
Jushen Logistics Group Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026 Jushen Logistics Group Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026 Announcement • Apr 17
Jushen Logistics Group Co., Ltd. announced that it expects to receive CNY 300 million in funding Jushen Logistics Group Co., Ltd. announced a private placement of shares not more than 30% of total share capital for gross proceeds of not more than CNY 300,000,000 on April 17, 2026. The transaction will include participation from not more than 35 investors. The shares will be priced at not less than 80% of the average price in the 20 trading days before the pricing reference date. The securities to be issued will have a lock-up period of six months from the issuance closing date. The transaction has been approved at the 7th meeting of the company’s 4th directorate held on April 15, 2026. The transaction is subject to approval at the company’s annual shareholders meeting of 2025. Reported Earnings • Apr 17
Full year 2025 earnings released: EPS: CN¥0.44 (vs CN¥0.49 in FY 2024) Full year 2025 results: EPS: CN¥0.44 (down from CN¥0.49 in FY 2024). Revenue: CN¥1.89b (up 82% from FY 2024). Net income: CN¥72.5m (down 11% from FY 2024). Profit margin: 3.8% (down from 7.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year. Announcement • Apr 17
Jushen Logistics Group Co., Ltd., Annual General Meeting, May 08, 2026 Jushen Logistics Group Co., Ltd., Annual General Meeting, May 08, 2026, at 14:40 China Standard Time. Location: Office Building, No. 1, Jintai Road, Danzao Logistics Center, Danzao Town, Nanhai District, Foshan, Guangdong China Announcement • Mar 31
Jushen Logistics Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Jushen Logistics Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to CN¥17.30, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 40x in the Transportation industry in China. Total returns to shareholders of 53% over the past three years. New Risk • Jan 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.7% 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 Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). High level of non-cash earnings (38% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Profit margins are more than 30% lower than last year (4.5% net profit margin). Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥19.44, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 40x in the Transportation industry in China. Total returns to shareholders of 81% over the past three years. Announcement • Dec 31
Jushen Logistics Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 18, 2026 Jushen Logistics Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 18, 2026 Reported Earnings • Oct 31
Third quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.17 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.11 (down from CN¥0.17 in 3Q 2024). Revenue: CN¥641.4m (up 137% from 3Q 2024). Net income: CN¥18.4m (down 34% from 3Q 2024). Profit margin: 2.9% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Sep 30
Jushen Logistics Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Jushen Logistics Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 New Risk • Sep 16
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 46% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 0.2% per year over the past 5 years. High level of non-cash earnings (35% accrual ratio). Minor Risk High level of debt (46% net debt to equity). Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥16.72, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 34x in the Transportation industry in China. Total returns to shareholders of 56% over the past three years. Board Change • Jul 22
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. Deputy GM & Non-Independent Director Yongfa Zeng was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Jul 02
Jushen Logistics Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025 Jushen Logistics Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025 Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to CN¥12.78, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 31x in the Transportation industry in China. Total loss to shareholders of 7.7% over the past three years. New Risk • May 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.3% 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 Risks Earnings have declined by 2.7% per year over the past 5 years. High level of non-cash earnings (28% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change). New Risk • May 02
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 28% 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 Risks Earnings have declined by 2.7% per year over the past 5 years. High level of non-cash earnings (28% accrual ratio). Reported Earnings • Apr 18
Full year 2024 earnings released: EPS: CN¥0.64 (vs CN¥0.48 in FY 2023) Full year 2024 results: EPS: CN¥0.64 (up from CN¥0.48 in FY 2023). Revenue: CN¥1.04b (up 4.6% from FY 2023). Net income: CN¥81.6m (up 31% from FY 2023). Profit margin: 7.8% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Apr 18
Jushen Logistics Group Co., Ltd., Annual General Meeting, May 09, 2025 Jushen Logistics Group Co., Ltd., Annual General Meeting, May 09, 2025, at 14:50 China Standard Time. Location: No. 1, Jintai Road, Danzao Logistics Center, Danzao Town, Nanhai District, Foshan, Guangdong China Announcement • Mar 31
Guangdong Jushen Logistics Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Guangdong Jushen Logistics Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥18.45, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 29x in the Transportation industry in China. Total returns to shareholders of 20% over the past three years. New Risk • Feb 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.6% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (469% cash payout ratio). Share price has been volatile over the past 3 months (8.6% average weekly change). Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥17.23, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 25x in the Transportation industry in China. Total loss to shareholders of 2.8% over the past three years. Announcement • Dec 31
Guangdong Jushen Logistics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 18, 2025 Guangdong Jushen Logistics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 18, 2025 Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.15 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.22 (up from CN¥0.15 in 3Q 2023). Revenue: CN¥270.4m (down 3.1% from 3Q 2023). Net income: CN¥28.1m (up 53% from 3Q 2023). Profit margin: 10% (up from 6.6% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Announcement • Sep 30
Guangdong Jushen Logistics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 Guangdong Jushen Logistics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥12.71, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 24x in the Transportation industry in China. Total loss to shareholders of 14% over the past three years. Announcement • Jun 29
Guangdong Jushen Logistics Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024 Guangdong Jushen Logistics Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 Announcement • Jun 20
Guangdong Jushen Logistics Co., Ltd. Announces Dividend of A Shares for the Year 2023, Payable on 27 June 2024 Guangdong Jushen Logistics Co., Ltd. announced cash dividend/10 shares (tax included) of CNY 3.00000000 of A shares for the year 2023. Record date is 26 June 2024. Ex-date is 27 June 2024. Payment date is 27 June 2024. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.12 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.11 (down from CN¥0.12 in 1Q 2023). Revenue: CN¥211.5m (down 7.3% from 1Q 2023). Net income: CN¥14.8m (down 5.8% from 1Q 2023). Profit margin: 7.0% (up from 6.9% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 19% per year. Reported Earnings • Apr 20
Full year 2023 earnings released: EPS: CN¥0.48 (vs CN¥0.31 in FY 2022) Full year 2023 results: EPS: CN¥0.48 (up from CN¥0.31 in FY 2022). Revenue: CN¥994.3m (down 8.3% from FY 2022). Net income: CN¥62.2m (up 58% from FY 2022). Profit margin: 6.3% (up from 3.6% in FY 2022). The increase in margin was driven by lower expenses. Announcement • Apr 20
Guangdong Jushen Logistics Co., Ltd., Annual General Meeting, May 10, 2024 Guangdong Jushen Logistics Co., Ltd., Annual General Meeting, May 10, 2024, at 14:30 China Standard Time. Location: No. 1, Jintai Road, Danzao Logistics Center, Danzao Town, Nanhai District, Foshan, Guangdong China Announcement • Mar 30
Guangdong Jushen Logistics Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Guangdong Jushen Logistics Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment deteriorates as stock falls 31% After last week's 31% share price decline to CN¥9.68, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 30x in the Transportation industry in China. Total loss to shareholders of 36% over the past year. Valuation Update With 7 Day Price Move • Jan 23
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥15.06, the stock trades at a trailing P/E ratio of 32.6x. Average trailing P/E is 33x in the Transportation industry in China. Total returns to shareholders of 3.7% over the past year. Announcement • Dec 29
Guangdong Jushen Logistics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 19, 2024 Guangdong Jushen Logistics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 19, 2024 Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: CN¥0.15 (vs CN¥0.05 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.15 (up from CN¥0.05 in 3Q 2022). Revenue: CN¥279.1m (up 13% from 3Q 2022). Net income: CN¥18.4m (up 181% from 3Q 2022). Profit margin: 6.6% (up from 2.6% in 3Q 2022). The increase in margin was driven by higher revenue. Announcement • Sep 30
Guangdong Jushen Logistics Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023 Guangdong Jushen Logistics Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023 Reported Earnings • Aug 30
Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.10 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.16 (up from CN¥0.10 in 2Q 2022). Revenue: CN¥217.5m (down 24% from 2Q 2022). Net income: CN¥20.8m (up 65% from 2Q 2022). Profit margin: 9.5% (up from 4.4% in 2Q 2022). The increase in margin was driven by lower expenses. Valuation Update With 7 Day Price Move • Aug 25
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥14.68, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 68x in the Transportation industry in China. Total loss to shareholders of 4.3% over the past year. Reported Earnings • Apr 23
Full year 2022 earnings released: EPS: CN¥0.31 (vs CN¥0.39 in FY 2021) Full year 2022 results: EPS: CN¥0.31 (down from CN¥0.39 in FY 2021). Revenue: CN¥1.08b (up 45% from FY 2021). Net income: CN¥39.4m (down 15% from FY 2021). Profit margin: 3.6% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses. Reported Earnings • Mar 01
Full year 2022 earnings released: EPS: CN¥0.31 (vs CN¥0.39 in FY 2021) Full year 2022 results: EPS: CN¥0.31 (down from CN¥0.39 in FY 2021). Revenue: CN¥1.09b (up 46% from FY 2021). Net income: CN¥40.0m (down 14% from FY 2021). Profit margin: 3.7% (down from 6.2% in FY 2021). The decrease in margin was driven by higher expenses. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Yongfa Zeng was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: CN¥0.05 (vs CN¥0.10 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.05 (down from CN¥0.10 in 3Q 2021). Revenue: CN¥247.3m (up 22% from 3Q 2021). Net income: CN¥6.55m (down 49% from 3Q 2021). Profit margin: 2.6% (down from 6.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Oct 17
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥16.21, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 48x in the Transportation industry in China. Total loss to shareholders of 2.9% over the past year. Valuation Update With 7 Day Price Move • Sep 07
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥17.69, the stock trades at a trailing P/E ratio of 58.9x. Average trailing P/E is 50x in the Transportation industry in China. Total returns to shareholders of 4.9% over the past year. Reported Earnings • Aug 31
Second quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.064 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.10 (up from CN¥0.064 in 2Q 2021). Revenue: CN¥284.8m (up 177% from 2Q 2021). Net income: CN¥12.6m (up 64% from 2Q 2021). Profit margin: 4.4% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Announcement • Jun 21
Guangdong Jushen Logistics Co., Ltd. Approves Management Appointments Guangdong Jushen Logistics Co., Ltd. at its Extraordinary General Meeting held on 17 June 2022, approved election of Li Junbin and Zeng Yongfa as non-independent directors; and election of Li Ping, Kuang Tongchun and Yang Zhongshuo as independent directors. Announcement • May 26
Guangdong Jushen Logistics Co., Ltd. Implements Final Cash Dividend for the Year 2021, Payable on June 1, 2022 Guangdong Jushen Logistics Co., Ltd. implemented final cash dividend (A shares) of CNY 6.00000000 per ten shares (tax included) for the year 2021. With an record date of May 31, 2022, ex-date of June 1, 2022 and payment date of June 1, 2022. Announcement • May 12
Guangdong Jushen Logistics Co., Ltd. Approves Cash Dividend for 2021 Guangdong Jushen Logistics Co., Ltd. at the AGM held on May 6, 2022, approved Cash dividend per 10 shares (tax included) of CNY 6.00000000 for the year 2021. Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment improved over the past week After last week's 21% share price gain to CN¥20.80, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 35x in the Transportation industry in China. Valuation Update With 7 Day Price Move • Dec 13
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥19.10, the stock trades at a trailing P/E ratio of 32.4x. Average trailing P/E is 34x in the Transportation industry in China.