600315 Shanghai Jahwa United
- 21.60
- +0.66+3.15%
Shanghai Jahwa United News
Shanghai Jiahua (600315): Exceeding expectations, the release of efficiency of reforms drives profit optimization
Key investment performance overview: The same caliber was deducted +45%, and the 24Q1 net interest rate hit a new high in recent years. Profit exceeded expectations 24Q1 revenue by -4%, net profit to mother +11%, deducted non-return by +29%, and profit recovery exceeded
Shanghai Jiahua (600315): Net profit to mother increased 11.2% in 24Q1, and the performance was steady and steady
Incident: The company released its 2024 quarterly report. 2024Q1 revenue was 1.91 billion yuan, yoy -3.76%; net profit to mother was 256 million yuan, yoy +11.18%; net profit after deducting non-return to mother was 293 million yuan
Minsheng Securities released a research report on April 24 stating that it gave Shanghai Jiahua (600315.SH) a recommended rating. The main reasons for the rating include: 1) incident: Shanghai Jiahua revealed its results for the first quarter of 2024; 2)
Minsheng Securities released a research report on April 24 stating that it gave Shanghai Jiahua (600315.SH) a recommended rating. The main reasons for the rating include: 1) Incident: Shanghai Jiahua revealed its results for the first quarter of 2024; 2) The decline in overseas markets affected Q1 revenue growth, and expected gradual business improvement with the help of measures such as increased marketing investment and new product launches; 3) Promoting a focus on “high gross profit, high growth rate, and high brand premium” categories, increasing profitability, 24q1 net interest rate to mother +1.8 pct year-on-year; 4) The transformation of the category development strategy continued to advance, and the “division system” of the organizational structure was adjusted and implemented, and the business was sustainable
Debon Securities released a research report on April 24 stating that it gave Shanghai Jiahua (600315.SH) an increase in its holdings. The main reasons for the rating include: 1) high performance growth in 2024Q1, with profit margins reaching recent highs
Debon Securities released a research report on April 24 stating that it gave Shanghai Jiahua (600315.SH) an increase in its holdings. The main reasons for the rating include: 1) high performance growth in 2024Q1, with profit margins reaching recent highs in a single quarter; 2) strategic transformation to help the skin care and personal care categories continue to be promoted; 3) Looking by channel: organizational structure adjustments, e-commerce platforms showed an inflection point. (Mainichi Keizai Shimbun)
Shanghai Jiahua (600315): Continued strategy to improve quality and efficiency, Q1 profit exceeded expectations, and increased precision marketing investment in Q2 is expected to usher in high growth performance
Incident: The company disclosed its quarterly report for '24, deducting not exceeding expectations: 24Q1: revenue of 1.905 billion yuan (-3.76%), net profit of 256 million yuan (+11.18%) to mother, net profit of 293 million yuan (
Shanghai Jiahua (600315): Continued online marketing innovation and structural adjustments are expected to welcome accumulation and weak development
Key investment points: The company released 24Q1 financial report, and the performance was in line with market expectations. 24Q1 revenue of 1.905 billion yuan, down 3.8% year on year; net profit attributable to mother was 256 million yuan, up 11.2% year on year; net profit without return to mother
Shanghai Jiahua (600315): Significant improvement in cost ratio and initial results of the new division system
Core view 24Q1 revenue of 1.905 billion yuan, -3.76% year on year, net profit attributable to shareholders was 256 million yuan, up 11.18% year on year; excluding the adjustment impact of accounting standards on non-recurring profit and loss, the company deducted non-net profit
Shanghai Jiahua (600315): Continued brand and product innovation, profitability improved markedly?
Incident: The company disclosed its 2024 quarterly report. Q1 achieved revenue of 1.91 billion yuan, -3.8% year-on-year, realized net profit of 260 million yuan, +11.2% year-on-year, and realized net profit of 290 million yuan after deduction of non-return to mother
SDIC Securities released a research report on April 23 stating that it gave Shanghai Jiahua (600315.SH) an increase in its holdings, and the target price was 21.49 yuan. The main reasons for the rating include: 1) the company released its report for the f
SDIC Securities released a research report on April 23 stating that it gave Shanghai Jiahua (600315.SH) an increase in its holdings, and the target price was 21.49 yuan. The main reasons for the rating include: 1) the company released its report for the first quarter of 2024; 2) gross margin has increased markedly, and cost side control is good; 3) skincare brands are high-end and specialized, and personal care brands are growing steadily. (Mainichi Keizai Shimbun)
Shanghai Jiahua (600315): Profitability rebounded in 1Q24, and high-quality development results are beginning to show
The results for the first quarter of 2024 slightly exceeded our expectations, Shanghai Jiahua announced 1Q24 results: revenue of 1.905 billion yuan, -3.8% year over year; net profit to mother of 256 million yuan, +11.2% year over year; net profit without return to mother
Shanghai Jiahua (600315): 24Q1 deduction of non-net profit +29% organizational structure reform has achieved remarkable results
24Q1 results showed high growth, and profit margins in a single quarter hit a recent high. (1) Overall performance: revenue of 1,905 million yuan/yoy -3.76%, net profit to mother of 256 million/yoy +11.18%, net profit after deduction
Shanghai Jiahua (600315): Steady promotion of strategic transformation and significant increase in profitability
Incident: Shanghai Jiahua released its 2024 quarterly report. In Q1, the company achieved revenue of 1,905 billion yuan/ -3.76%, net profit to mother 256 million yuan/ +11.18%, net profit of 293 million yuan/+29 million yuan
Shanghai Jiahua (600315): Q1 focuses on categories to accelerate channel transformation
24Q1 profit growth sped up 24Q1's revenue of 1,905 million yuan/yoy -3.76%; net profit to mother was 256 million yuan/yoy 11.18%; according to the same caliber estimates, non-net profit of 293 million yuan was deducted
Shanghai Jiahua (600315): 1Q24 performance exceeded expectations, expected strategic transformation, organizational optimization to promote continuous efficiency improvement
On April 22, the company announced 1Q24 revenue of 1.905 billion yuan, -3.8% year-on-year, net profit of 256 million yuan, +11.2% year-on-year, after deducting non-net profit of 293 million yuan, +29.2% year-on-year, positive
Shanghai Jiahua (600315.SH): Plans to participate in some activities of Shanghai's “May 5” Shopping Festival
Gelonghui, April 17 | Shanghai Jiahua (600315.SH) said on an interactive platform that the company plans to participate in some activities of the Shanghai “May Five-Year” shopping festival.
Jefferies Adjusts Shanghai Jahwa United's Price Target to 21.24 Yuan From 26.56 Yuan, Keeps at Hold
Shanghai Jahwa United (SHA:600315) has an average rating of hold and price targets ranging from 16 yuan to 27 yuan, according to analysts polled by Capital IQ. Price (RMB): ¥18.38, Change: ¥-0.50, Per
Deng Xiaofeng joined Wanhua Chemical, Feng Liu joined Angel Yeast and increased his holdings in Shanghai Jiahua
The new high price of gold stimulated the strengthening of gold stocks. Yesterday, Zijin Mining's Hong Kong stock hit a record high of HK$16, and Zijin Mining's A shares have risen by more than 22% since this year. As we all know, Zijin Mining is a “big fan” of private equity firm Deng Xiaofeng. Since the products it manages first appeared in Zijin Mining's top ten tradable stocks in 2019, Deng Xiaofeng has been heavily involved in this stock. By the end of the third quarter of last year, the two products managed by Deng Xiaofeng held more than 708 million shares in Zijin Mining. With this wave of rise in the industrial metal sector, Deng Xiaofeng made a profit. In addition to the heavy warehouse Zijin mining industry, Deng Xiaofeng also made great efforts to lay out China Aluminum, Yunlu Co., Ltd., Tongling Nonferrous, and Jiang
Implications of Shanghai Jiahua's deceleration
Amid the changes, Shanghai Jiahua once again chose a long-term approach
Express News | 73 shares received institutional buying ratings, and China Merchants Shekou received the most attention
Shanghai Jiahua (600315): 23 years of performance under pressure, looking forward to organizational changes to drive operational efficiency
Guide to this report: The company experienced bottom-line adjustments in 2023. In 2024, internal efficiency was optimized through organizational structure adjustments. The management side focused on categories with high gross profit, high growth rate, and high brand premium, and looked forward to the results of the strategic adjustment. Key investment points:
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