Search or
𝛼SK
𝛼SKbearish
Chow Tai Fook(1929 HK): Strong Q2 Operations, Tax Challenges, Future Remains Puzzling
Sreemant has highlighted this Insight as a Top Pick
370 Views07 Nov 2025 15:05
Chow Tai Fook Jewellery Group's strong operational performance in Q2 2025, tax incentives impact on manufacturers, and key drivers for near-term performance are detailed in this article.
What is covered in the Full Insight:
- Operational Performance Overview
- Mainland China Market Dynamics
- Hong Kong and Macau Sales Analysis
- Brand Transformation and Product Innovation
- Impact of Tax Changes on CTF
Boomeranged on Wed, 26 Nov 2025 14:01
Risk to our full year estimates of 40% YoY EPS growth as Chow Tai Fook reported flattish performance in 1HFY2026. Revenue at HK$38.99bn was down 1.1% YoY, while operating profit inched up 0.7% to HK$6.82bn, supported by a 17.5% operating margin. Profit attributable to shareholders remained stable at HK$2.53bn.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
x