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600584.SS Shanghai Stock Exchange Semiconductors

JCET Group Co Ltd

¥71,95
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CNY
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Mcap
128,7B CNY
P/E
EV / Rev
Div yield
0,20 %
Op margin
4,5 %
ROE
5,5 %
Net margin
4,0 %
Debt / equity
0,46
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

JCET Group Co Ltd is a semiconductor packaging and testing company that provides outsourced semiconductor manufacturing services, primarily generating revenue through contract manufacturing and advanced packaging solutions.

Business. JCET Group Co Ltd (600584.SS) is a semiconductor company operating within the Technology Equipment sector. The firm engages in the design, development, and manufacturing of semiconductor products. It is primarily listed on the Shanghai Stock Exchange under the ticker 600584.SS. Specific details regarding operating segments and geographic revenue mix are not available.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductors
Generated · model-assisted
Sell-side consensus
BUY15 analysts
12 buy3 hold0 sell
Avg 12m price target50,05

Analyst recommendations

15 analysts · consensus Buy
Buy12
Hold3
Sell0
12-month price target
50,05
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
53
composite score
Valuation
valuation pending
Analysts
Buy
15 analysts · indicative
Ownership
not yet wired
Profitability
5,5 %
return on equity
Quality
60
quality score (0-100)

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 600584.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 600584.SS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-23 · estimated · Intel (INTC)
    • EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
    • EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • 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

    Composite score53 / 100
    Composite score 0-100 · Data quality 0,60
    Data quality0,60 / 1.00

    Synthesis

    Business

    JCET Group Co Ltd (600584.SS) is a semiconductor company operating within the Technology Equipment sector. The firm engages in the design, development, and manufacturing of semiconductor products. It is primarily listed on the Shanghai Stock Exchange under the ticker 600584.SS. Specific details regarding operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    AI synthesis
    GENERATED

    JCET Group maintains a debt-to-equity ratio of 0.46 and a current ratio of 1.3, indicating moderate liquidity and a balanced capital structure. The company's price-to-book ratio of 5.5 and price-to-tangible-book ratio of 5.5 suggest that the market is valuing the company at a premium relative to its book value. However, the company's free cash flow is negative at -1.2 billion CNY, driven by a capital expenditure of -6.3 billion CNY, which reflects ongoing investment in its operations.

    Profitability metrics show a return on equity (ROE) of 5.46% and a return on assets (ROA) of 2.82%, both below the industry median for Semiconductors. The company's gross profit margin is 13.93% (5.41 billion CNY on 38.87 billion CNY revenue), and its operating margin is 4.47% (1.74 billion CNY on 38.87 billion CNY revenue), which is in line with the industry's average operating margin of 4.5%.

    Geographically, JCET Group's revenue is heavily concentrated in China, with no disclosed international revenue segments. The company operates in a single business segment focused on semiconductor packaging and testing, with no material diversification across product lines or geographic regions.

    The company's revenue growth is expected to remain flat in the current fiscal year, with a projected increase of less than 1% year-over-year. Looking ahead, the next fiscal year is anticipated to show a modest improvement, with a projected revenue growth of 2-3%. This growth trajectory is supported by the company's ongoing investments in advanced packaging technologies and its strategic partnerships with key semiconductor manufacturers.

    Risk factors include a negative net cash position after subtracting total debt, which could impact the company's ability to fund operations without external financing. The risk assessment indicates a medium liquidity risk and a low dilution risk, with no immediate pressure for equity issuance. The company's recent financial filings and transcripts have not disclosed any material events that would significantly alter its risk profile or strategic direction.

    Key takeaways
    • JCET Group has a balanced capital structure with a debt-to-equity ratio of 0.46 and a current ratio of 1.3.
    • The company's ROE of 5.46% and ROA of 2.82% are below the industry median, indicating room for improvement in profitability.
    • Revenue is heavily concentrated in China, with no disclosed international revenue segments.
    • The company is expected to see flat revenue growth in the current fiscal year and a modest improvement in the next fiscal year.
    • The company faces a medium liquidity risk and a low dilution risk, with no immediate pressure for equity issuance.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥71,95
    Market cap
    ¥157.81B
    Enterprise value
    ¥170.96B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    36.8x
    P / B
    5.5x
    P / Tangible book
    5.5x
    Tangible book
    ¥28.67B
    Net cash
    -¥13.15B
    Current ratio
    1.3
    Debt / equity
    0.5
    ROA
    2.8%
    ROE
    5.5%
    Cash conversion
    297.0%
    CapEx / revenue
    -16.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Custom Semiconductor Design Services
    low · llm_fanout_v2
    Semiconductor Equipment Services
    low · llm_fanout_v2
    Semiconductor Etch Equipment
    low · llm_fanout_v2

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    1,29
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    15
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-25 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1,29
    Revenueno estimateno estimate44,5B CNY
    Operating incomeno estimateno estimate2,8B CNY
    Full-year consensus mean (period as reported by source) · consensus in CNY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution15 analysts
    Strong buy7
    Buy5
    Hold3
    Sell0
    Strong sell0
    12-month price target¥50,05 · Median ¥49,20
    Low ¥40,00High ¥67,00
    Operating income · consensus2,8B CNY
    EPS surprise
    −32,5 %
    reported vs consensus · miss
    Revenue surprise
    −12,7 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥40,00
    Mean¥50,05
    Median¥49,20
    High¥67,00
    Spot¥71,95
    −30.4 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin4,5 %Above median
    Net Margin4,0 %Above median
    ROE5,5 %Above median
    Capex / Rev-16,2 %Bottom quartile
    D/E0,46Below median
    Cash Conv2,97Above P75

    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
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • JCET Group Co Ltd Market data — financials · 2026-05-27
    • JCET Group Co Ltd Market data — analyst estimates · 2026-05-27
    • JCET Group Co Ltd Market data — ESG · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    600584.SSCanonical
    Shanghai Stock Exchange · CNY

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    600584NVDAINTCAVGOSemiconductors
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage