Kingdee International Software Group Company Limited

Informe acción SEHK:268

Capitalización de mercado: HK$26.8b

Kingdee International Software Group Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Kingdee International Software Group de 30.4% y 11.5% por año respectivamente. Se prevé que el BPA crezca en un 31% al año. Se espera que la rentabilidad financiera sea de 10.4% en 3 años.

Información clave

30.4%

Tasa de crecimiento de los beneficios

31.02%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Software84.7%
Tasa de crecimiento de los ingresos11.5%
Rentabilidad financiera futura10.45%
Cobertura de analistas

Good

Última actualización15 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis Aug 14

Kingdee International Software Group Company Limited (HKG:268) Just Released Its Interim Earnings: Here's What Analysts Think

SEHK:268 1 Year Share Price vs Fair Value Explore Kingdee International Software Group's Fair Values from the Community...
Artículo de análisis Mar 19

Earnings Update: Kingdee International Software Group Company Limited (HKG:268) Just Reported And Analysts Are Trimming Their Forecasts

The analysts might have been a bit too bullish on Kingdee International Software Group Company Limited ( HKG:268...
Artículo de análisis Aug 19

HK$10.54: That's What Analysts Think Kingdee International Software Group Company Limited (HKG:268) Is Worth After Its Latest Results

It's been a good week for Kingdee International Software Group Company Limited ( HKG:268 ) shareholders, because the...

Recent updates

Actualización de narrativa May 07

268: Enterprise Execution And Earnings Visibility Will Support Future Rerating Despite Downgrade

The analyst price target for Kingdee International Software Group has been reduced to HK$12 from HK$18.21, as analysts factor in softer expectations for large and mid sized enterprise client sales and lower earnings estimates through 2027. Analyst Commentary Bullish Takeaways Bullish analysts may view the new HK$12 target as aligning expectations more closely with current execution, which can reduce the risk of further sharp target cuts if sales trends stay similar.
Actualización de narrativa Apr 22

268: Share Repurchases And Earnings Visibility Will Support Future Rerating Despite Downgrade

Analysts have trimmed their price target for Kingdee International Software Group to HK$12 from HK$18.21, citing lower revenue expectations from large and mid sized enterprise clients and related earnings estimate cuts through 2027. Analyst Commentary Bullish Takeaways The new HK$12 price target still implies that some analysts see support for the current valuation, even after adjusting revenue and earnings assumptions.
Actualización de narrativa Apr 08

268: Share Repurchases And Profit Recovery Will Support Future Rerating Despite Downgrade

Analysts have lowered their price target on Kingdee International Software Group to HK$12 from HK$18.21, citing more cautious assumptions on fair value, growth, margins and future P/E after revising revenue and earnings expectations for large and mid-sized enterprise customers. Analyst Commentary Goldman Sachs moved Kingdee to Neutral with a lower price target of HK$12, in line with reduced revenue and earnings expectations for large and mid-sized enterprise customers.
Artículo de análisis Mar 24

Kingdee International Software Group's (HKG:268) Solid Earnings Are Supported By Other Strong Factors

Even though Kingdee International Software Group Company Limited's ( HKG:268 ) recent earnings release was robust, the...
Actualización de narrativa Mar 24

268: Share Repurchases And Profit Recovery Will Support Re Rating Despite Downgrade

Analysts have cut their price target on Kingdee International Software Group to HK$12 from HK$18.21, reflecting lower fair value estimates and reduced expectations for revenue growth and profit margins, as they factor in softer sales assumptions for large and mid scale enterprise clients and trimmed earnings forecasts for 2025 to 2027. Analyst Commentary Bullish Takeaways The HK$12 target still prices in some value for Kingdee's position with large and mid scale enterprise clients, suggesting analysts see an established customer base as a support for the current valuation even after cuts.
Artículo de análisis Feb 11

Kingdee International Software Group Company Limited's (HKG:268) Popularity With Investors Under Threat As Stock Sinks 28%

Kingdee International Software Group Company Limited ( HKG:268 ) shares have had a horrible month, losing 28% after a...
Nueva narrativa Feb 10

Cloud Transition And Early AI Setbacks Will Eventually Reshape This Business

Catalysts About Kingdee International Software Group Kingdee International Software Group provides enterprise cloud management and AI enabled software services to businesses of various sizes. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 10

268: Share Repurchases And Return To Profitability Will Support Higher Multiples

Analysts have nudged their fair value estimate for Kingdee International Software Group slightly higher to HK$19.32 from HK$19.25, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples as the drivers of this recalibration. What's in the News Kingdee International Software Group Company Limited has commenced share repurchases on February 4, 2026, under a shareholder mandate granted on May 22, 2025.
Actualización de narrativa Jan 26

268: Lower Discount Rate And Return To Profitability Will Support Higher Multiples

Analysts have nudged their implied price target for Kingdee International Software Group slightly higher to about HK$19.25, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News The company issued earnings guidance for the year ended 31 December 2025, with total revenue expected in a range of RMB 6,950 million to RMB 7,050 million (Key Developments).
Actualización de narrativa Jan 12

268: Slightly Lower Discount Rate Will Support Higher Future Earnings Multiples

Analysts have made a small upward adjustment to their fair value estimate for Kingdee International Software Group, lifting the target from HK$18.92 to HK$19.25, citing slightly higher assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. Valuation Changes Fair Value Estimate adjusted from HK$18.92 to HK$19.25, reflecting a small uplift in the modelled target price.
Actualización de narrativa Dec 27

268: Lower Discount Rate Will Support Stronger Long Term Profitability

Narrative Update on Kingdee International Software Group Analysts have maintained their price target for Kingdee International Software Group at HKD 18.92, citing marginally lower discount rate assumptions and a modestly improved long term earnings outlook, despite largely unchanged revenue growth and profit margin forecasts. Valuation Changes Fair Value Estimate effectively unchanged, nudged up from HK$18.92 to HK$18.92 per share.
Actualización de narrativa Dec 13

268: Rising Margins Will Drive Stronger Profitability Over The Next Year

Narrative Update Analysts have trimmed their fair value estimate for Kingdee International Software Group slightly, reducing the implied price target from about $18.96 to $18.92. This reflects modestly higher discount rate assumptions and a marginally lower revenue growth outlook, which more than offset a small improvement in projected profit margins and a slightly cheaper future P/E multiple.
Artículo de análisis Dec 08

Estimating The Fair Value Of Kingdee International Software Group Company Limited (HKG:268)

Key Insights Kingdee International Software Group's estimated fair value is HK$13.32 based on 2 Stage Free Cash Flow to...
Actualización de narrativa Nov 28

268: Rising Margins Will Drive Improved Profitability Over The Next Year

Analysts have raised their price target for Kingdee International Software Group from HK$18.63 to HK$18.96. They cite improved profit margin projections, even though the revenue growth estimate has been slightly reduced.
Actualización de narrativa Sep 05

Cloud And AI Adoption In China Will Open New Markets

Despite a notable rise in the future P/E ratio, indicating increased valuation expectations relative to earnings, the consensus analyst price target for Kingdee International Software Group remained unchanged at HK$18.63. What's in the News Upcoming board meeting to approve interim results for the first half of 2025 and consider an interim dividend recommendation.
Artículo de análisis Aug 14

Kingdee International Software Group Company Limited (HKG:268) Just Released Its Interim Earnings: Here's What Analysts Think

SEHK:268 1 Year Share Price vs Fair Value Explore Kingdee International Software Group's Fair Values from the Community...
Artículo de análisis Jun 30

What Kingdee International Software Group Company Limited's (HKG:268) 26% Share Price Gain Is Not Telling You

Kingdee International Software Group Company Limited ( HKG:268 ) shareholders would be excited to see that the share...
Artículo de análisis May 15

Shareholders May Not Be So Generous With Kingdee International Software Group Company Limited's (HKG:268) CEO Compensation And Here's Why

Key Insights Kingdee International Software Group will host its Annual General Meeting on 22nd of May Salary of...
Artículo de análisis Apr 07

Kingdee International Software Group Company Limited's (HKG:268) 39% Share Price Plunge Could Signal Some Risk

Kingdee International Software Group Company Limited ( HKG:268 ) shares have retraced a considerable 39% in the last...
User avatar
Nueva narrativa Mar 23

Cosmic And Galaxy AI Solutions Will Improve Operational Efficiency And Profitability

Focus on enhanced cloud services and AI-powered solutions aims to drive revenue, improve cash flows, and enhance net margins and profitability.
Artículo de análisis Mar 19

Earnings Update: Kingdee International Software Group Company Limited (HKG:268) Just Reported And Analysts Are Trimming Their Forecasts

The analysts might have been a bit too bullish on Kingdee International Software Group Company Limited ( HKG:268...
Artículo de análisis Jan 08

Some Kingdee International Software Group Company Limited (HKG:268) Shareholders Look For Exit As Shares Take 26% Pounding

Kingdee International Software Group Company Limited ( HKG:268 ) shares have had a horrible month, losing 26% after a...
Artículo de análisis Nov 04

Kingdee International Software Group Company Limited (HKG:268) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely

Kingdee International Software Group Company Limited ( HKG:268 ) shares have retraced a considerable 26% in the last...
Artículo de análisis Aug 19

HK$10.54: That's What Analysts Think Kingdee International Software Group Company Limited (HKG:268) Is Worth After Its Latest Results

It's been a good week for Kingdee International Software Group Company Limited ( HKG:268 ) shareholders, because the...
Artículo de análisis Jun 03

Is Kingdee International Software Group (HKG:268) Weighed On By Its Debt Load?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Apr 16

A Look At The Intrinsic Value Of Kingdee International Software Group Company Limited (HKG:268)

Key Insights Kingdee International Software Group's estimated fair value is HK$9.77 based on 2 Stage Free Cash Flow to...
Artículo de análisis Mar 21

Kingdee International Software Group Company Limited (HKG:268) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Kingdee International Software Group Company Limited ( HKG:268 ) shareholders are no doubt pleased to see that the...
Artículo de análisis Dec 26

Kingdee International Software Group Company Limited's (HKG:268) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the Software industry in Hong Kong have price-to-sales ratios (or "P/S") below...
Artículo de análisis Nov 23

Is Kingdee International Software Group (HKG:268) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Nov 08

At HK$11.92, Is Kingdee International Software Group Company Limited (HKG:268) Worth Looking At Closely?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it received...
Artículo de análisis Oct 09

Are Investors Undervaluing Kingdee International Software Group Company Limited (HKG:268) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Kingdee International Software Group fair value estimate is...
Artículo de análisis Aug 18

Is Kingdee International Software Group (HKG:268) Using Debt Sensibly?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Jul 28

When Should You Buy Kingdee International Software Group Company Limited (HKG:268)?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it led the...
Artículo de análisis Jul 10

A Look At The Intrinsic Value Of Kingdee International Software Group Company Limited (HKG:268)

Key Insights Kingdee International Software Group's estimated fair value is HK$12.83 based on 2 Stage Free Cash Flow to...
Artículo de análisis Apr 28

What Does Kingdee International Software Group Company Limited's (HKG:268) Share Price Indicate?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it saw...
Artículo de análisis Apr 07

Is Kingdee International Software Group (HKG:268) Using Debt Sensibly?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Mar 14

Kingdee International Software Group Company Limited's (HKG:268) Intrinsic Value Is Potentially 18% Below Its Share Price

Key Insights The projected fair value for Kingdee International Software Group is HK$12.31 based on 2 Stage Free Cash...
Artículo de análisis Nov 22

Is Kingdee International Software Group (HKG:268) Weighed On By Its Debt Load?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Nov 05

At HK$13.10, Is Kingdee International Software Group Company Limited (HKG:268) Worth Looking At Closely?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it saw a...
Artículo de análisis Aug 22

Is Kingdee International Software Group (HKG:268) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Aug 03

We're Interested To See How Kingdee International Software Group (HKG:268) Uses Its Cash Hoard To Grow

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis Jul 17

Are Kingdee International Software Group Company Limited (HKG:268) Investors Paying Above The Intrinsic Value?

How far off is Kingdee International Software Group Company Limited ( HKG:268 ) from its intrinsic value? Using the...
Artículo de análisis Jun 02

Should You Think About Buying Kingdee International Software Group Company Limited (HKG:268) Now?

While Kingdee International Software Group Company Limited ( HKG:268 ) might not be the most widely known stock at the...
Artículo de análisis Apr 07

Kingdee International Software Group (HKG:268) Is In A Strong Position To Grow Its Business

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Artículo de análisis Mar 03

Are Investors Undervaluing Kingdee International Software Group Company Limited (HKG:268) By 22%?

Does the March share price for Kingdee International Software Group Company Limited ( HKG:268 ) reflect what it's...
Artículo de análisis Jan 20

Is It Too Late To Consider Buying Kingdee International Software Group Company Limited (HKG:268)?

Let's talk about the popular Kingdee International Software Group Company Limited ( HKG:268 ). The company's shares saw...
Artículo de análisis Nov 18

Are Kingdee International Software Group Company Limited (HKG:268) Investors Paying Above The Intrinsic Value?

How far off is Kingdee International Software Group Company Limited ( HKG:268 ) from its intrinsic value? Using the...

Previsiones de crecimiento de beneficios e ingresos

SEHK:268 - Estimaciones futuras de los analistas y datos financieros pasados (CNY Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202810,1781,1062,8582,39211
12/31/20279,0337091,2821,76219
12/31/20267,9174156661,44018
12/31/20257,006935111,097N/A
9/30/20256,792355101,090N/A
6/30/20256,578-225091,082N/A
3/31/20256,417-823811,008N/A
12/31/20246,256-142253934N/A
9/30/20246,119-14340795N/A
6/30/20245,983-144-172656N/A
3/31/20245,831-177-208655N/A
12/31/20235,679-210-243653N/A
9/30/20235,457-263-454519N/A
6/30/20235,235-316-666385N/A
3/31/20235,050-353-589380N/A
12/31/20224,866-389-513374N/A
9/30/20224,682-400-330476N/A
6/30/20224,498-411-147577N/A
3/31/20224,336-356-129619N/A
12/31/20214,174-302-111661N/A
9/30/20214,008-331-65559N/A
6/30/20213,841-360-18458N/A
3/31/20213,599-34851466N/A
12/31/20203,356-335120473N/A
9/30/20203,292-148N/AN/AN/A
6/30/20203,22839202692N/A
3/31/20203,277206325828N/A
12/31/20193,326373448963N/A
9/30/20193,170362N/AN/AN/A
6/30/20193,015352N/A827N/A
3/31/20192,912382N/A866N/A
12/31/20182,809412N/A906N/A
9/30/20182,668393N/A882N/A
6/30/20182,528373N/A858N/A
3/31/20182,416342N/A841N/A
12/31/20172,303310N/A824N/A
6/30/20172,004186N/A642N/A
3/31/20171,933200N/A627N/A
12/31/20161,862214N/A612N/A
6/30/20161,672261N/A602N/A
3/31/20161,594239N/A579N/A
12/31/20151,517218N/A556N/A
9/30/20151,570156N/A535N/A
6/30/20151,555207N/A514N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (30.4% al año) de 268 es superior a la tasa de ahorro (3%).

Beneficios vs. Mercado: Se prevé que los beneficios (30.4% al año) de 268 crezcan más rápidamente que el mercado Hong Kong (12.5% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de 268 crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (11.5% al año) de 268 crezcan más rápidamente que los del mercado Hong Kong (8.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 11.5% al año) de 268 crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de 268 sea baja dentro de 3 años (10.4%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 23:41
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Kingdee International Software Group Company Limited está cubierta por 34 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Boris VanBernstein
Huiqun LiBofA Global Research
Yan Jing WuChina Galaxy Securities Co., Ltd.