Board Change • May 20
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Chairman of the Board Weihua Gu is the most experienced director on the board, commencing their role in 2020. Independent Director An Ping Ji was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. Annuncio • Apr 08
Arcplus Group PLC, Annual General Meeting, Apr 29, 2026 Arcplus Group PLC, Annual General Meeting, Apr 29, 2026, at 14:00 China Standard Time. Location: 2F, No. 258, Shimen 2nd Road, Jing'an District, Shanghai China Annuncio • Mar 30
Arcplus Group PLC to Report Q1, 2026 Results on Apr 30, 2026 Arcplus Group PLC announced that they will report Q1, 2026 results on Apr 30, 2026 Annuncio • Dec 26
Arcplus Group PLC to Report Fiscal Year 2025 Results on Apr 03, 2026 Arcplus Group PLC announced that they will report fiscal year 2025 results on Apr 03, 2026 Annuncio • Sep 30
Arcplus Group PLC to Report Q3, 2025 Results on Oct 30, 2025 Arcplus Group PLC announced that they will report Q3, 2025 results on Oct 30, 2025 Annuncio • Jun 30
Arcplus Group PLC to Report First Half, 2025 Results on Aug 30, 2025 Arcplus Group PLC announced that they will report first half, 2025 results on Aug 30, 2025 Annuncio • Mar 31
Arcplus Group PLC, Annual General Meeting, Apr 29, 2025 Arcplus Group PLC, Annual General Meeting, Apr 29, 2025, at 14:00 China Standard Time. Location: 2F, No. 258, Shimen 2nd Road, Jing'an District, Shanghai China Annuncio • Mar 28
Arcplus Group PLC to Report Q1, 2025 Results on Apr 30, 2025 Arcplus Group PLC announced that they will report Q1, 2025 results on Apr 30, 2025 Annuncio • Dec 27
Arcplus Group PLC to Report Fiscal Year 2024 Results on Mar 31, 2025 Arcplus Group PLC announced that they will report fiscal year 2024 results on Mar 31, 2025 New Risk • Nov 14
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 10% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (119% cash payout ratio). Share price has been volatile over the past 3 months (10% average weekly change). Large one-off items impacting financial results. Reported Earnings • Oct 31
Third quarter 2024 earnings released: EPS: CN¥0.069 (vs CN¥0.081 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.069 (down from CN¥0.081 in 3Q 2023). Revenue: CN¥1.88b (down 6.6% from 3Q 2023). Net income: CN¥64.1m (down 19% from 3Q 2023). Profit margin: 3.4% (down from 3.9% in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Professional Services industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year. Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥6.09, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Professional Services industry in China. Total returns to shareholders of 37% over the past three years. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥5.28, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Professional Services industry in China. Total returns to shareholders of 12% over the past three years. Annuncio • Sep 30
Arcplus Group PLC to Report Q3, 2024 Results on Oct 31, 2024 Arcplus Group PLC announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Sep 03
Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.11 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.11. Revenue: CN¥1.92b (up 5.2% from 2Q 2023). Net income: CN¥107.5m (up 11% from 2Q 2023). Profit margin: 5.6% (up from 5.3% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Professional Services industry in China. Buy Or Sell Opportunity • Aug 28
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 12% to CN¥4.38. The fair value is estimated to be CN¥5.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 37% in the next 2 years. Annuncio • Jun 28
Arcplus Group PLC to Report First Half, 2024 Results on Aug 30, 2024 Arcplus Group PLC announced that they will report first half, 2024 results on Aug 30, 2024 Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.09 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.08 (down from CN¥0.09 in 1Q 2023). Revenue: CN¥1.67b (flat on 1Q 2023). Net income: CN¥79.8m (down 9.4% from 1Q 2023). Profit margin: 4.8% (down from 5.2% in 1Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Professional Services 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 only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 01
Full year 2023 earnings released: EPS: CN¥0.45 (vs CN¥0.44 in FY 2022) Full year 2023 results: EPS: CN¥0.45 (up from CN¥0.44 in FY 2022). Revenue: CN¥9.06b (up 13% from FY 2022). Net income: CN¥425.1m (up 10% from FY 2022). Profit margin: 4.7% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Professional Services industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Annuncio • Mar 30
Arcplus Group PLC, Annual General Meeting, Apr 26, 2024 Arcplus Group PLC, Annual General Meeting, Apr 26, 2024, at 14:00 China Standard Time. Location: 2F, No. 258, Shimen 2nd Road, Jing'an District, Shanghai China Annuncio • Mar 29
Arcplus Group PLC to Report Q1, 2024 Results on Apr 26, 2024 Arcplus Group PLC announced that they will report Q1, 2024 results on Apr 26, 2024 Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to CN¥4.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Professional Services industry in China. Total returns to shareholders of 1.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.25 per share. Buy Or Sell Opportunity • Feb 05
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.3% to CN¥5.21. The fair value is estimated to be CN¥6.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 34% in the next 2 years. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥5.96, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Professional Services industry in China. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥6.89 per share. Annuncio • Dec 30
Arcplus Group PLC to Report Fiscal Year 2023 Results on Mar 30, 2024 Arcplus Group PLC announced that they will report fiscal year 2023 results on Mar 30, 2024 Buying Opportunity • Dec 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 10%. The fair value is estimated to be CN¥6.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 34% in 2 years. Earnings is forecast to grow by 34% in the next 2 years. Buying Opportunity • Nov 28
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 16%. The fair value is estimated to be CN¥6.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 34% in 2 years. Earnings is forecast to grow by 34% in the next 2 years. Buying Opportunity • Nov 10
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥6.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 34% in 2 years. Earnings is forecast to grow by 34% in the next 2 years. Reported Earnings • Oct 29
Third quarter 2023 earnings released: EPS: CN¥0.081 (vs CN¥0.10 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.081 (down from CN¥0.10 in 3Q 2022). Revenue: CN¥2.01b (down 3.4% from 3Q 2022). Net income: CN¥78.8m (down 23% from 3Q 2022). Profit margin: 3.9% (down from 4.9% in 3Q 2022). 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 1% per year, which means it is significantly lagging earnings. Buying Opportunity • Oct 23
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 25%. The fair value is estimated to be CN¥6.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 12%. Reported Earnings • Aug 28
Second quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0.071 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.11 (up from CN¥0.071 in 2Q 2022). Revenue: CN¥1.83b (up 41% from 2Q 2022). Net income: CN¥97.2m (up 53% from 2Q 2022). Profit margin: 5.3% (up from 4.9% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥7.78, the stock trades at a trailing P/E ratio of 19.6x. Average forward P/E is 27x in the Professional Services industry in China. Total returns to shareholders of 26% over the past three years. Annuncio • Jun 28
Arcplus Group PLC to Report First Half, 2023 Results on Aug 28, 2023 Arcplus Group PLC announced that they will report first half, 2023 results on Aug 28, 2023 Valuation Update With 7 Day Price Move • Jun 26
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥6.87, the stock trades at a trailing P/E ratio of 17.3x. Average forward P/E is 27x in the Professional Services industry in China. Total returns to shareholders of 22% over the past three years. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥9.01, the stock trades at a trailing P/E ratio of 22.7x. Average forward P/E is 27x in the Professional Services industry in China. Total returns to shareholders of 57% over the past three years. Valuation Update With 7 Day Price Move • May 17
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥8.10, the stock trades at a trailing P/E ratio of 20.4x. Average forward P/E is 26x in the Professional Services industry in China. Total returns to shareholders of 36% over the past three years. Valuation Update With 7 Day Price Move • Apr 28
Investor sentiment improves as stock rises 39% After last week's 39% share price gain to CN¥9.75, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 25x in the Professional Services industry in China. Total returns to shareholders of 86% over the past three years. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥6.23, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 39x in the Professional Services industry in China. Total returns to shareholders of 19% over the past three years. Reported Earnings • Apr 01
Full year 2022 earnings released: EPS: CN¥0.44 (vs CN¥0.43 in FY 2021) Full year 2022 results: EPS: CN¥0.44 (up from CN¥0.43 in FY 2021). Revenue: CN¥8.04b (down 11% from FY 2021). Net income: CN¥385.3m (up 18% from FY 2021). Profit margin: 4.8% (up from 3.6% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥5.50, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 39x in the Professional Services industry in China. Total returns to shareholders of 5.2% over the past three years. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Chair of the Board Weihua Gu was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Oct 30
Third quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.093 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.10 (up from CN¥0.093 in 3Q 2021). Revenue: CN¥2.09b (up 3.8% from 3Q 2021). Net income: CN¥102.2m (up 46% from 3Q 2021). Profit margin: 4.9% (up from 3.5% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 26
Investor sentiment deteriorated over the past week After last week's 16% share price decline to CN¥4.46, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 36x in the Professional Services industry in China. Total loss to shareholders of 24% over the past three years. Reported Earnings • Aug 31
Second quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.13 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.10 (down from CN¥0.13 in 2Q 2021). Revenue: CN¥1.30b (down 39% from 2Q 2021). Net income: CN¥63.4m (down 37% from 2Q 2021). Profit margin: 4.9% (up from 4.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year. Valuation Update With 7 Day Price Move • May 25
Investor sentiment deteriorated over the past week After last week's 18% share price decline to CN¥7.16, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 33x in the Professional Services industry in China. Total loss to shareholders of 12% over the past three years. Reported Earnings • May 02
First quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.14 (down from CN¥0.15 in 1Q 2021). Revenue: CN¥1.57b (down 19% from 1Q 2021). Net income: CN¥87.4m (down 8.3% from 1Q 2021). Profit margin: 5.6% (up from 4.9% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year. Board Change • Apr 27
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Chair of the Board Weihua Gu was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥9.35, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 36x in the Professional Services industry in China. Total returns to shareholders of 4.3% over the past three years. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment improved over the past week After last week's 22% share price gain to CN¥8.99, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 40x in the Professional Services industry in China. Total returns to shareholders of 11% over the past three years. Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.099 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: CN¥2.01b (down 9.4% from 3Q 2020). Net income: CN¥70.2m (up 11% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 16% 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. Reported Earnings • Sep 01
Second quarter 2021 earnings released: EPS CN¥0.24 (vs CN¥0.21 in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥2.11b (down 9.1% from 2Q 2020). Net income: CN¥100.8m (down 23% from 2Q 2020). Profit margin: 4.8% (down from 5.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 12% per year. Reported Earnings • Apr 29
Full year 2020 earnings released: EPS CN¥0.33 (vs CN¥0.52 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥8.61b (up 20% from FY 2019). Net income: CN¥173.8m (down 36% from FY 2019). Profit margin: 2.0% (down from 3.8% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings. Is New 90 Day High Low • Jan 22
New 90-day low: CN¥7.37 The company is down 14% from its price of CN¥8.58 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is down 8.0% over the same period. Is New 90 Day High Low • Jan 07
New 90-day low: CN¥7.61 The company is down 13% from its price of CN¥8.72 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is down 2.0% over the same period. Is New 90 Day High Low • Dec 09
New 90-day low: CN¥8.07 The company is down 8.0% from its price of CN¥8.81 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is down 5.0% over the same period. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥300.4m, up 6.7% from the prior year. Total revenue was CN¥8.21b over the last 12 months, up 24% from the prior year. Is New 90 Day High Low • Oct 27
New 90-day low: CN¥8.46 The company is down 6.0% from its price of CN¥8.98 on 29 July 2020. The Chinese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 6.0% over the same period. Is New 90 Day High Low • Sep 28
New 90-day low: CN¥8.49 The company is down 1.0% from its price of CN¥8.59 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 18% over the same period.