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Companies Financials JCGI.L
JC
JCGI.L London Stock Exchange UK Investment Trusts

Jpmorgan China Growth & Income PLC

$273,00
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Mcap
P/E
EV / Rev
Div yield
4,62 %
Op margin
95,0 %
ROE
22,6 %
Net margin
94,6 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

JCGI.L is a UK-based investment trust that manages a portfolio of collective investments, primarily generating income through capital appreciation and dividend yields from its underlying assets.

Business. JCGI.L is a UK-based investment trust that manages a portfolio of collective investments, primarily generating income through capital appreciation and dividend yields from its underlying assets.

Classification92 %
SectorFinancials
Business sectorCollective Investments
IndustryUK Investment Trusts
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
22,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning JCGI.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to JCGI.L. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    JCGI.L is a UK-based investment trust that manages a portfolio of collective investments, primarily generating income through capital appreciation and dividend yields from its underlying assets.

    Classification92 %
    SectorFinancials
    Business sectorCollective Investments
    IndustryUK Investment Trusts
    AI synthesis
    GENERATED

    JCGI.L maintains a strong capital structure with no long-term debt and a debt-to-equity ratio of 0.0, indicating a fully equity-funded balance sheet. The company's liquidity position is characterized by a current ratio of 2.25, suggesting it has more than double the current assets to cover its current liabilities. This liquidity profile is supported by a total equity of £281.47 million and total liabilities of just £4.06 million.

    In terms of profitability, JCGI.L demonstrates a high return on equity (ROE) of 22.55% and a return on assets (ROA) of 22.23%, both significantly above the typical benchmarks for UK investment trusts. The company's operating income of £63.74 million and net income of £63.47 million reflect strong operational efficiency and minimal overheads.

    JCGI.L operates as a single-segment entity, with all revenue derived from its collective investment activities. The company's geographic exposure is primarily within the UK, with no disclosed international revenue streams. This concentration may expose the company to UK-specific economic and regulatory risks, but it also allows for focused management of its investment strategy.

    The company's growth trajectory is modest, with no significant revenue growth reported in the latest financial period. Revenue for the period was £67.06 million, with gross profit and operating income closely aligned at £64.35 million and £63.74 million, respectively. The absence of long-term debt and the low dilution risk suggest a stable capital structure with limited need for external financing.

    Risk factors for JCGI.L include the inherent volatility of the investment trust sector, which is sensitive to market conditions and investor sentiment. The company's risk assessment indicates low liquidity and dilution risks, with no immediate filing-based flags detected. However, the lack of diversification in revenue sources and geographic exposure could pose challenges in a downturn.

    Recent events for JCGI.L include the reporting of a last actual EPS of £0.01, as per analyst estimates. No significant recent filings or transcripts have been disclosed that would indicate major strategic shifts or operational changes.

    Key takeaways
    • JCGI.L is a UK investment trust with a strong equity-funded capital structure and no long-term debt.
    • The company's ROE and ROA are significantly above industry benchmarks, indicating strong profitability.
    • JCGI.L operates as a single-segment entity with all revenue derived from collective investment activities.
    • The company's liquidity position is robust, with a current ratio of 2.25 and low dilution risk.
    • JCGI.L's growth trajectory is modest, with no significant revenue growth reported in the latest period.
    • The company's risk profile is low, with no immediate liquidity or dilution flags detected.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $273,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $281.5M
    Net cash
    Current ratio
    2.2
    Debt / equity
    0.0
    ROA
    22.2%
    ROE
    22.6%
    Cash conversion
    3.0%
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin95,0 %Above median
    Net Margin94,6 %Above median
    ROE22,6 %Best in class
    D/E0,00Above median
    Cash Conv0,03Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Return On Assets
      net_income / total_assets
    Source documents
    • JCGI.L Market data — financials · 2026-05-28
    • JPMorgan China Growth & Income PLC Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    JCGI.LCanonical
    London Stock Exchange · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage