Major Estimate Revision • May 05
Consensus EPS estimates fall by 146%, revenue upgraded The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from CN¥4.26b to CN¥4.66b. Forecast EPS reduced from -CN¥0.15 to -CN¥0.37 per share. Software industry in China expected to see average net income growth of 54% next year. Consensus price target of CN¥7.33 unchanged from last update. Share price rose 3.2% to CN¥9.03 over the past week. Reported Earnings • Apr 29
First quarter 2026 earnings released: CN¥0.062 loss per share (vs CN¥0.065 loss in 1Q 2025) First quarter 2026 results: CN¥0.062 loss per share (improved from CN¥0.065 loss in 1Q 2025). Revenue: CN¥856.9m (up 13% from 1Q 2025). Net loss: CN¥144.5m (loss narrowed 5.3% from 1Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Annonce • Apr 29
SeeWay.ai Co., Ltd., Annual General Meeting, May 21, 2026 SeeWay.ai Co., Ltd., Annual General Meeting, May 21, 2026, at 14:00 China Standard Time. Location: Meeting Room 1303, Tower A, No. 1, Yongxu South Road, Haidian District, Beijing China Annonce • Mar 31
SeeWay.ai Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026 SeeWay.ai Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026 New Risk • Jan 22
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥1.3b Forecast net loss in 2 years: CN¥127m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company. Major Estimate Revision • Jan 10
Consensus EPS estimates upgraded to CN¥0.29 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -CN¥0.356 to -CN¥0.288 per share. Revenue forecast steady at CN¥3.80b. Software industry in China expected to see average net income growth of 60% next year. Consensus price target broadly unchanged at CN¥7.54. Share price rose 16% to CN¥10.45 over the past week. Annonce • Dec 31
SeeWay.ai Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026 SeeWay.ai Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2026 Price Target Changed • Dec 24
Price target decreased by 11% to CN¥7.52 Down from CN¥8.49, the current price target is an average from 5 analysts. New target price is 16% below last closing price of CN¥8.98. Stock is down 14% over the past year. The company is forecast to post a net loss per share of CN¥0.36 next year compared to a net loss per share of CN¥0.47 last year. Major Estimate Revision • Nov 12
Consensus EPS estimates fall by 89% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥3.99b to CN¥3.81b. Losses expected to increase from CN¥0.19 per share to CN¥0.36. Software industry in China expected to see average net income growth of 65% next year. Consensus price target of CN¥8.54 unchanged from last update. Share price was steady at CN¥8.86 over the past week. Reported Earnings • Oct 29
Third quarter 2025 earnings released: CN¥0.17 loss per share (vs CN¥0.057 loss in 3Q 2024) Third quarter 2025 results: CN¥0.17 loss per share (further deteriorated from CN¥0.057 loss in 3Q 2024). Revenue: CN¥899.1m (up 4.4% from 3Q 2024). Net loss: CN¥397.8m (loss widened 204% from 3Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Oct 02
Consensus EPS estimates upgraded to CN¥0.19 loss, revenue downgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CN¥4.02b to CN¥3.97b. 2025 losses expected to reduce from -CN¥0.22 to -CN¥0.188 per share. Software industry in China expected to see average net income growth of 55% next year. Consensus price target of CN¥8.49 unchanged from last update. Share price was steady at CN¥9.55 over the past week. Annonce • Sep 30
NavInfo Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 NavInfo Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Major Estimate Revision • Sep 10
Consensus EPS estimates fall by 11% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥4.10b to CN¥4.04b. Losses expected to increase from CN¥0.20 per share to CN¥0.22. Software industry in China expected to see average net income growth of 55% next year. Consensus price target of CN¥8.48 unchanged from last update. Share price rose 7.7% to CN¥9.47 over the past week. Reported Earnings • Aug 23
Second quarter 2025 earnings released: CN¥0.068 loss per share (vs CN¥0.081 loss in 2Q 2024) Second quarter 2025 results: CN¥0.068 loss per share (improved from CN¥0.081 loss in 2Q 2024). Revenue: CN¥1.00b (up 4.7% from 2Q 2024). Net loss: CN¥158.1m (loss narrowed 15% from 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Annonce • Jul 02
NavInfo Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025 NavInfo Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025 New Risk • Apr 30
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CN¥1.1b Forecast net loss in 2 years: CN¥243m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company. Reported Earnings • Apr 26
First quarter 2025 earnings released: CN¥0.065 loss per share (vs CN¥0.073 loss in 1Q 2024) First quarter 2025 results: CN¥0.065 loss per share (improved from CN¥0.073 loss in 1Q 2024). Revenue: CN¥755.9m (up 6.9% from 1Q 2024). Net loss: CN¥152.5m (loss narrowed 10% from 1Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance. Annonce • Apr 26
NavInfo Co., Ltd., Annual General Meeting, May 19, 2025 NavInfo Co., Ltd., Annual General Meeting, May 19, 2025, at 15:00 China Standard Time. Location: Meeting Room 1303, Tower A, Navinfo Building, Haidian District, Beijing China Annonce • Mar 31
NavInfo Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025 NavInfo Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025 Major Estimate Revision • Jan 24
Consensus EPS estimates fall by 25%, revenue upgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥3.48b to CN¥3.51b. Forecast EPS reduced from -CN¥0.316 to -CN¥0.395 per share. Software industry in China expected to see average net income growth of 63% next year. Consensus price target up from CN¥9.17 to CN¥9.42. Share price was steady at CN¥8.77 over the past week. Annonce • Dec 31
NavInfo Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025 NavInfo Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025 Price Target Changed • Dec 10
Price target increased by 9.4% to CN¥8.90 Up from CN¥8.14, the current price target is an average from 8 analysts. New target price is 12% below last closing price of CN¥10.09. Stock is up 1.2% over the past year. The company is forecast to post a net loss per share of CN¥0.30 next year compared to a net loss per share of CN¥0.58 last year. Reported Earnings • Oct 31
Third quarter 2024 earnings released: CN¥0.057 loss per share (vs CN¥0.088 loss in 3Q 2023) Third quarter 2024 results: CN¥0.057 loss per share (improved from CN¥0.088 loss in 3Q 2023). Revenue: CN¥861.2m (up 5.4% from 3Q 2023). Net loss: CN¥131.0m (loss narrowed 35% from 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance. Annonce • Sep 30
NavInfo Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 NavInfo Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Aug 28
Second quarter 2024 earnings released: CN¥0.081 loss per share (vs CN¥0.084 loss in 2Q 2023) Second quarter 2024 results: CN¥0.081 loss per share (improved from CN¥0.084 loss in 2Q 2023). Revenue: CN¥959.6m (up 21% from 2Q 2023). Net loss: CN¥185.9m (loss narrowed 3.2% from 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance. New Risk • Aug 16
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Annonce • Jun 29
NavInfo Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024 NavInfo Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 Major Estimate Revision • May 06
Consensus revenue estimates fall by 19% The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥4.16b to CN¥3.38b. Forecast losses increased from -CN¥0.116 to -CN¥0.259 per share. Software industry in China expected to see average net income growth of 56% next year. Consensus price target down from CN¥8.31 to CN¥7.51. Share price was steady at CN¥7.46 over the past week. Reported Earnings • Apr 30
First quarter 2024 earnings released: CN¥0.073 loss per share (vs CN¥0.045 loss in 1Q 2023) First quarter 2024 results: CN¥0.073 loss per share (further deteriorated from CN¥0.045 loss in 1Q 2023). Revenue: CN¥707.3m (flat on 1Q 2023). Net loss: CN¥169.8m (loss widened 65% from 1Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Annonce • Mar 30
NavInfo Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024 NavInfo Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024 Price Target Changed • Mar 07
Price target decreased by 13% to CN¥8.31 Down from CN¥9.50, the current price target is an average from 9 analysts. New target price is 17% above last closing price of CN¥7.10. Stock is down 47% over the past year. The company is forecast to post a net loss per share of CN¥0.40 next year compared to a net loss per share of CN¥0.15 last year. Price Target Changed • Feb 02
Price target decreased by 8.8% to CN¥10.01 Down from CN¥10.98, the current price target is an average from 10 analysts. New target price is 61% above last closing price of CN¥6.22. Stock is down 50% over the past year. The company is forecast to post a net loss per share of CN¥0.39 next year compared to a net loss per share of CN¥0.15 last year. Major Estimate Revision • Jan 31
Consensus revenue estimates fall by 13% The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.94b to CN¥3.44b. Forecast losses increased from -CN¥0.186 to -CN¥0.362 per share. Software industry in China expected to see average net income growth of 89% next year. Consensus price target down from CN¥10.98 to CN¥10.58. Share price fell 13% to CN¥6.49 over the past week. Price Target Changed • Jan 30
Price target decreased by 9.0% to CN¥10.58 Down from CN¥11.63, the current price target is an average from 10 analysts. New target price is 51% above last closing price of CN¥7.03. Stock is down 41% over the past year. The company is forecast to post a net loss per share of CN¥0.36 next year compared to a net loss per share of CN¥0.15 last year. Board Change • Jan 01
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Peng Zhang was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annonce • Dec 29
NavInfo Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024 NavInfo Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024 Annonce • Dec 21
NavInfo Co., Ltd. Approves Management Appointments NavInfo Co., Ltd. at its Extraordinary General Meeting of 2023 held on 18 December 2023, approved election of Zhang Peng and Liu Bonian as non-independent directors; election of Wang Xiao as independent director and election of Li Ting as non-employee supervisor. Price Target Changed • Nov 22
Price target decreased by 7.2% to CN¥11.63 Down from CN¥12.53, the current price target is an average from 11 analysts. New target price is 15% above last closing price of CN¥10.11. Stock is down 14% over the past year. The company is forecast to post a net loss per share of CN¥0.17 next year compared to a net loss per share of CN¥0.15 last year. Reported Earnings • Oct 21
Third quarter 2023 earnings: EPS and revenues miss analyst expectations Third quarter 2023 results: CN¥0.088 loss per share (further deteriorated from CN¥0.01 loss in 3Q 2022). Revenue: CN¥817.3m (up 15% from 3Q 2022). Net loss: CN¥200.0m (loss widened CN¥176.2m from 3Q 2022). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Buying Opportunity • Aug 23
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be CN¥13.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 31% in a year. Earnings is forecast to grow by 99% in the next year. Reported Earnings • Aug 22
Second quarter 2023 earnings: EPS and revenues miss analyst expectations Second quarter 2023 results: CN¥0.084 loss per share (further deteriorated from CN¥0.021 loss in 2Q 2022). Revenue: CN¥793.6m (up 6.4% from 2Q 2022). Net loss: CN¥192.0m (loss widened 309% from 2Q 2022). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Annonce • Jul 01
NavInfo Co., Ltd. to Report First Half, 2023 Results on Aug 22, 2023 NavInfo Co., Ltd. announced that they will report first half, 2023 results on Aug 22, 2023 Annonce • Jun 09
NavInfo Co., Ltd., Annual General Meeting, Jun 29, 2023 NavInfo Co., Ltd., Annual General Meeting, Jun 29, 2023, at 15:00 China Standard Time. Agenda: To discuss 2022 work report of the board of directors; to discuss 2022 work report of the supervisory committee; to discuss 2022 annual report and its summary; to discuss 2022 profit distribution plan; to discuss Reappointment of 2023 external audit firm; to discuss 2023 application for comprehensive credit line to banks by the Company and its subsidiaries; to discuss 2023 estimated continuing connected transactions; to discuss Change of the Company's registered capital and amendments to the Company's articles of association; and to discuss Purchase of liability insurance for directors, supervisors and senior management. Reported Earnings • Apr 23
First quarter 2023 earnings: EPS misses analyst expectations First quarter 2023 results: CN¥0.045 loss per share (down from CN¥0.005 profit in 1Q 2022). Revenue: CN¥707.1m (up 14% from 1Q 2022). Net loss: CN¥102.8m (down CN¥114.6m from profit in 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Mar 15
Consensus EPS estimates increase by 318% The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate increased from CN¥0.0051 to CN¥0.0212. Revenue forecast unchanged at CN¥3.36b. Net income forecast to grow 128% next year vs 71% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥14.82. Share price was steady at CN¥13.43 over the past week. Major Estimate Revision • Feb 17
Consensus EPS estimates fall by 32% The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CN¥0.031 to CN¥0.021 per share. Revenue forecast steady at CN¥3.36b. Net income forecast to grow 150% next year vs 85% growth forecast for Software industry in China. Consensus price target of CN¥14.81 unchanged from last update. Share price was steady at CN¥12.74 over the past week. Major Estimate Revision • Jan 21
Consensus EPS estimates fall by 41% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥3.56b to CN¥3.50b. EPS estimate also fell from CN¥0.07 per share to CN¥0.04 per share. Net income forecast to grow 160% next year vs 73% growth forecast for Software industry in China. Consensus price target down from CN¥15.88 to CN¥15.10. Share price rose 2.3% to CN¥11.83 over the past week. Major Estimate Revision • Jan 14
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥3.56b to CN¥3.53b. EPS estimate also fell from CN¥0.08 per share to CN¥0.07 per share. Net income forecast to grow 242% next year vs 72% growth forecast for Software industry in China. Consensus price target down from CN¥16.47 to CN¥15.88. Share price was steady at CN¥11.56 over the past week. Major Estimate Revision • Dec 06
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate increased from CN¥0.07 to CN¥0.08. Revenue forecast steady at CN¥3.61b. Net income forecast to grow 263% next year vs 75% growth forecast for Software industry in China. Consensus price target of CN¥16.23 unchanged from last update. Share price rose 2.6% to CN¥11.84 over the past week. Price Target Changed • Nov 18
Price target decreased to CN¥16.23 Down from CN¥17.51, the current price target is an average from 10 analysts. New target price is 33% above last closing price of CN¥12.24. Stock is down 21% over the past year. The company is forecast to post earnings per share of CN¥0.067 for next year compared to CN¥0.055 last year. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Vice Chairman & CEO Patrick Cheng was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Major Estimate Revision • Nov 04
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥3.73b to CN¥3.61b. EPS estimate rose from CN¥0.12 to CN¥0.13. Net income forecast to grow 329% next year vs 75% growth forecast for Software industry in China. Consensus price target down from CN¥17.51 to CN¥16.61. Share price rose 5.1% to CN¥12.32 over the past week. Reported Earnings • Oct 30
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: CN¥0.01 loss per share (down from CN¥0.006 profit in 3Q 2021). Revenue: CN¥709.7m (up 6.7% from 3Q 2021). Net loss: CN¥23.9m (down 272% from profit in 3Q 2021). Revenue missed analyst estimates by 10%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Aug 22
Consensus EPS estimates increase by 19% The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from CN¥3.60b to CN¥3.83b. EPS estimate increased from CN¥0.11 to CN¥0.13 per share. Net income forecast to grow 185% next year vs 52% growth forecast for Software industry in China. Consensus price target down from CN¥18.47 to CN¥17.89. Share price rose 5.2% to CN¥14.62 over the past week. Reported Earnings • Aug 17
Second quarter 2022 earnings: EPS misses analyst expectations Second quarter 2022 results: CN¥0.021 loss per share (down from CN¥0.005 loss in 2Q 2021). Revenue: CN¥746.0m (up 10.0% from 2Q 2021). Net loss: CN¥47.0m (loss widened 349% from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 56%. Over the next year, revenue is forecast to grow 34%, compared to a 31% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Major Estimate Revision • Jul 23
Consensus EPS estimates fall by 30% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥3.74b to CN¥3.60b. EPS estimate also fell from CN¥0.15 per share to CN¥0.11 per share. Net income forecast to grow 85% next year vs 51% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥18.47. Share price rose 3.4% to CN¥13.78 over the past week. Major Estimate Revision • Jun 27
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate increased from CN¥0.13 to CN¥0.15. Revenue forecast steady at CN¥3.91b. Net income forecast to grow 133% next year vs 52% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥18.36. Share price rose 5.1% to CN¥14.50 over the past week. Annonce • Jun 11
Navinfo Co., Ltd. Announces Final Dividend on Share A for 2021, Payable on June 16, 2022 NavInfo Co., Ltd. announced Cash dividend/10 shares (tax included): CNY0.06000000 on share A for 2021. Record date: 15 June 2022, Ex-date: 16 June 2022 and Payment date: 16 June 2022. Annonce • May 28
Navinfo Co., Ltd. Approves Final Cash Dividend for the Year 2021 NavInfo Co., Ltd. approved final cash dividend of CNY 0.06000000 per 10 shares (tax included) for the year 2021. Major Estimate Revision • May 11
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CN¥3.59b to CN¥3.97b. EPS estimate unchanged from CN¥0.13 at last update. Software industry in China expected to see average net income growth of 55% next year. Consensus price target down from CN¥18.64 to CN¥18.13. Share price was steady at CN¥12.65 over the past week. Annonce • May 07
NavInfo Co., Ltd., Annual General Meeting, May 24, 2022 NavInfo Co., Ltd., Annual General Meeting, May 24, 2022, at 15:00 China Standard Time. Agenda: To consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; to consider 2021 annual accounts; to consider 2021 annual report and its summary; to consider 2021 profit distribution plan; to consider reappointment of audit firm; and to consider other matters. Annonce • May 06
NavInfo Co., Ltd. Proposes Final Cash Dividend for the Year 2021 NavInfo Co., Ltd. proposed final cash dividend of CNY 0.06000000 per 10 shares (tax included) for the year 2021. Reported Earnings • May 02
First quarter 2022 earnings: EPS and revenues miss analyst expectations First quarter 2022 results: EPS: CN¥0.005 (up from CN¥0.022 loss in 1Q 2021). Revenue: CN¥621.8m (up 20% from 1Q 2021). Net income: CN¥11.8m (up CN¥57.0m from 1Q 2021). Profit margin: 1.9% (up from net loss in 1Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 74%. Over the next year, revenue is forecast to grow 22%, compared to a 33% growth forecast for the industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance. Board Change • Apr 27
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Vice Chairman & CEO Patrick Cheng was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 01
Full year 2021 earnings: EPS and revenues exceed analyst expectations Full year 2021 results: EPS: CN¥0.055 (up from CN¥0.16 loss in FY 2020). Revenue: CN¥3.06b (up 43% from FY 2020). Net income: CN¥121.5m (up CN¥431.0m from FY 2020). Profit margin: 4.0% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 8.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 18%, compared to a 30% growth forecast for the industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance. Price Target Changed • Jan 18
Price target increased to CN¥16.95 Up from CN¥15.82, the current price target is an average from 9 analysts. New target price is 5.8% below last closing price of CN¥18.00. Stock is up 14% over the past year. The company is forecast to post earnings per share of CN¥0.069 next year compared to a net loss per share of CN¥0.16 last year. Price Target Changed • Nov 02
Price target decreased to CN¥15.40 Down from CN¥17.92, the current price target is an average from 8 analysts. New target price is 29% above last closing price of CN¥11.94. Stock is down 19% over the past year. The company is forecast to post earnings per share of CN¥0.14 next year compared to a net loss per share of CN¥0.16 last year. Price Target Changed • Oct 22
Price target decreased to CN¥17.47 Down from CN¥18.86, the current price target is an average from 8 analysts. New target price is 52% above last closing price of CN¥11.47. Stock is down 23% over the past year. The company is forecast to post earnings per share of CN¥0.14 next year compared to a net loss per share of CN¥0.16 last year. Reported Earnings • Aug 31
Second quarter 2021 earnings released: CN¥0.005 loss per share (vs CN¥0.047 loss in 2Q 2020) The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: CN¥678.4m (up 20% from 2Q 2020). Net loss: CN¥10.5m (loss narrowed 89% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance. Reported Earnings • May 03
First quarter 2021 earnings released: CN¥0.022 loss per share (vs CN¥0.037 loss in 1Q 2020) The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CN¥519.2m (up 32% from 1Q 2020). Net loss: CN¥45.2m (loss narrowed 38% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 17
Full year 2020 earnings released: CN¥0.16 loss per share (vs CN¥0.18 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: CN¥2.15b (down 7.0% from FY 2019). Net loss: CN¥309.5m (down 191% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Feb 20
Analysts lower EPS estimates to CN¥0.082 The 2020 consensus revenue estimate was lowered from CN¥2.41b to CN¥2.38b. Earning per share (EPS) estimate was also lowered from CN¥0.092 to CN¥0.082 for the same period. Net income is expected to grow by 209% next year compared to 33% growth forecast for the Consumer Durables industry in China. The consensus price target increased from CN¥19.68 to CN¥20.92. Share price is up 4.0% to CN¥17.71 over the past week. Price Target Changed • Feb 20
Price target raised to CN¥20.92 Up from CN¥19.47, the current price target is an average from 8 analysts. The new target price is 18% above the current share price of CN¥17.71. As of last close, the stock is down 2.6% over the past year. Is New 90 Day High Low • Feb 09
New 90-day high: CN¥16.80 The company is up 12% from its price of CN¥14.94 on 11 November 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥42.06 per share. Major Estimate Revision • Feb 09
Analysts lower EPS estimates to CN¥0.063 The 2020 consensus revenue estimate was lowered from CN¥2.47b to CN¥2.41b. Earning per share (EPS) estimate was also lowered from CN¥0.093 to CN¥0.063 for the same period. Net income is expected to grow by 211% next year compared to 34% growth forecast for the Consumer Durables industry in China. The consensus price target increased from CN¥19.47 to CN¥19.68. Share price is up 2.5% to CN¥16.80 over the past week. Is New 90 Day High Low • Jan 20
New 90-day high: CN¥16.51 The company is up 10.0% from its price of CN¥15.06 on 22 October 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥42.03 per share. Is New 90 Day High Low • Dec 08
New 90-day high: CN¥16.43 The company is up 5.0% from its price of CN¥15.70 on 09 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥34.45 per share. Analyst Estimate Surprise Post Earnings • Oct 30
Annual earnings released: Earnings beat expectations Earnings per share (EPS) surpassed analyst estimates by 50% at -CN¥0.02. Revenue is forecast to grow 32% over the next year, compared to a 16% growth forecast for the Consumer Durables industry in China. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥120.5m, down 58% from the prior year. Total revenue was CN¥2.30b over the last 12 months, up 7.3% from the prior year. Is New 90 Day High Low • Oct 28
New 90-day low: CN¥14.48 The company is down 21% from its price of CN¥18.44 on 30 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥37.56 per share. Is New 90 Day High Low • Sep 24
New 90-day low: CN¥15.16 The company is down 4.0% from its price of CN¥15.76 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥35.89 per share. Annonce • Aug 28
NavInfo Co., Ltd. announced that it expects to receive CNY 4 billion in funding NavInfo Co., Ltd. (SZSE:002405) announced a private placement of A shares for gross proceeds of up to CNY 4,000,000,000 on August 27, 2020. Annonce • Aug 12
NavInfo Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020 NavInfo Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020