Update shared on 27 Nov 2025
Fair value Increased 7.78%NetDragon Websoft Holdings’ analyst price target has been revised upward from $14.88 to $16.04, as analysts cite adjustments in projected earnings multiples and discount rates in their updated valuation models.
What's in the News
- NetDragon Websoft Holdings signed a strategic Memorandum of Understanding with Open University Malaysia to enhance open education through artificial intelligence and digital technologies (Key Developments).
- The collaboration with OUM will focus on developing AI-driven digital teaching content, intelligent learning analytics, and a psychological wellness dashboard to support personalized education (Key Developments).
- Plans include the establishment of an AI Research and Innovation Laboratory, exploration of blockchain-based academic certification, and joint development of micro-credential courses and TVET programs (Key Developments).
- NetDragon Websoft Holdings commenced a share repurchase program on August 29, 2025. This program allows buybacks of up to 10% of its issued share capital, as authorized by shareholders (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen from HK$14.88 to HK$16.04, reflecting increased valuation expectations.
- Discount Rate has decreased slightly from 11.30% to 11.07%, suggesting a modest reduction in perceived risk.
- Revenue Growth Estimate has fallen from 6.54% to 5.37%, indicating tempered growth outlooks.
- Net Profit Margin has declined from 19.98% to 18.63%, reflecting slightly lower profitability projections.
- Future P/E Ratio has increased from 8.01x to 9.51x, suggesting higher valuation multiples based on future earnings.
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