View Financial HealthAisinoLtd 配当と自社株買い配当金 基準チェック /06AisinoLtd配当を支払う会社であり、現在の利回りは0.051%です。主要情報0.05%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長-15.1%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向-1%最近の配当と自社株買いの更新Declared Dividend • Jun 15Dividend reduced to CN¥0.004Dividend of CN¥0.004 is 88% lower than last year. Ex-date: 19th June 2025 Payment date: 19th June 2025 Dividend yield will be 0.05%, which is lower than the industry average of 0.8%.Declared Dividend • Jun 21Dividend of CN¥0.033 announcedShareholders will receive a dividend of CN¥0.033. Ex-date: 25th June 2024 Payment date: 25th June 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.17 per share at 1.2% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Chinese dividend payers (2.0%). Higher than average of industry peers (0.4%).すべての更新を表示Recent updatesお知らせ • 43mAisino Co.Ltd., Annual General Meeting, Jun 18, 2026Aisino Co.Ltd., Annual General Meeting, Jun 18, 2026, at 14:30 China Standard Time. Location: Jia No. 18, Xingshikou Road, Haidian District, Beijing ChinaReported Earnings • Apr 21Full year 2025 earnings released: CN¥0.40 loss per share (vs CN¥0.01 profit in FY 2024)Full year 2025 results: CN¥0.40 loss per share (down from CN¥0.01 profit in FY 2024). Revenue: CN¥5.55b (down 33% from FY 2024). Net loss: CN¥745.5m (down CN¥761.5m from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.お知らせ • Mar 30Aisino Co.Ltd. to Report Q1, 2026 Results on Apr 30, 2026Aisino Co.Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026New Risk • Jan 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.7% 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: Major Risk Earnings have declined by 44% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).お知らせ • Dec 26Aisino Co.Ltd. to Report Fiscal Year 2025 Results on Apr 18, 2026Aisino Co.Ltd. announced that they will report fiscal year 2025 results on Apr 18, 2026New Risk • Dec 23New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 31Third quarter 2025 earnings released: CN¥0.091 loss per share (vs CN¥0.024 profit in 3Q 2024)Third quarter 2025 results: CN¥0.091 loss per share (down from CN¥0.024 profit in 3Q 2024). Revenue: CN¥1.11b (down 29% from 3Q 2024). Net loss: CN¥155.6m (down 402% from profit in 3Q 2024). Revenue is forecast to grow 21% 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 92 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Aisino Co.Ltd. to Report Q3, 2025 Results on Oct 31, 2025Aisino Co.Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Aisino Co.Ltd. to Report First Half, 2025 Results on Aug 30, 2025Aisino Co.Ltd. announced that they will report first half, 2025 results on Aug 30, 2025Declared Dividend • Jun 15Dividend reduced to CN¥0.004Dividend of CN¥0.004 is 88% lower than last year. Ex-date: 19th June 2025 Payment date: 19th June 2025 Dividend yield will be 0.05%, which is lower than the industry average of 0.8%.お知らせ • Apr 30Aisino Co.Ltd., Annual General Meeting, May 23, 2025Aisino Co.Ltd., Annual General Meeting, May 23, 2025, at 10:00 China Standard Time. Location: Jia No. 18, Xingshikou Road, Haidian District, Beijing ChinaReported Earnings • Apr 16Full year 2024 earnings released: EPS: CN¥0.01 (vs CN¥0.11 in FY 2023)Full year 2024 results: EPS: CN¥0.01 (down from CN¥0.11 in FY 2023). Revenue: CN¥8.31b (down 34% from FY 2023). Net income: CN¥16.0m (down 92% from FY 2023). Profit margin: 0.2% (down from 1.6% in FY 2023). 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.New Risk • Apr 11New major risk - Revenue and earnings growthEarnings have declined by 25% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Mar 28Aisino Co.Ltd. to Report Q1, 2025 Results on Apr 30, 2025Aisino Co.Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025分析記事 • Mar 03AisinoLtd (SHSE:600271) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Dec 27Aisino Co.Ltd. to Report Fiscal Year 2024 Results on Apr 16, 2025Aisino Co.Ltd. announced that they will report fiscal year 2024 results on Apr 16, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.024 (vs CN¥0.035 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.024 (up from CN¥0.035 loss in 3Q 2023). Revenue: CN¥1.56b (down 49% from 3Q 2023). Net income: CN¥51.5m (up CN¥116.0m from 3Q 2023). Profit margin: 3.3% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 20% 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, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.分析記事 • Oct 29Does AisinoLtd (SHSE:600271) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Oct 01Market Might Still Lack Some Conviction On Aisino Co.Ltd. (SHSE:600271) Even After 28% Share Price BoostAisino Co.Ltd. ( SHSE:600271 ) shareholders have had their patience rewarded with a 28% share price jump in the last...お知らせ • Sep 30Aisino Co.Ltd. to Report Q3, 2024 Results on Oct 31, 2024Aisino Co.Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.15 in 2Q 2023). Revenue: CN¥2.70b (down 22% from 2Q 2023). Net income: CN¥227.5m (down 19% from 2Q 2023). Profit margin: 8.4% (up from 8.1% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.分析記事 • Aug 14Insufficient Growth At Aisino Co.Ltd. (SHSE:600271) Hampers Share PriceYou may think that with a price-to-sales (or "P/S") ratio of 1.4x Aisino Co.Ltd. ( SHSE:600271 ) is definitely a stock...New Risk • Jul 26New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Jun 28Aisino Co.Ltd. to Report First Half, 2024 Results on Aug 31, 2024Aisino Co.Ltd. announced that they will report first half, 2024 results on Aug 31, 2024Declared Dividend • Jun 21Dividend of CN¥0.033 announcedShareholders will receive a dividend of CN¥0.033. Ex-date: 25th June 2024 Payment date: 25th June 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.分析記事 • May 29Is AisinoLtd (SHSE:600271) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • May 18Aisino Co.Ltd., Annual General Meeting, Jun 07, 2024Aisino Co.Ltd., Annual General Meeting, Jun 07, 2024, at 10:00 China Standard Time. Location: Jia No. 18, Xingshikou Road, Haidian District, Beijing China分析記事 • Apr 22We Think You Can Look Beyond AisinoLtd's (SHSE:600271) Lackluster EarningsThe market for Aisino Co.Ltd.'s ( SHSE:600271 ) shares didn't move much after it posted weak earnings recently. Our...Reported Earnings • Apr 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.11 (down from CN¥0.58 in FY 2022). Revenue: CN¥12.6b (down 35% from FY 2022). Net income: CN¥202.7m (down 81% from FY 2022). Profit margin: 1.6% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 32%. Earnings per share (EPS) also missed analyst estimates by 70%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • Apr 16Why Investors Shouldn't Be Surprised By Aisino Co.Ltd.'s (SHSE:600271) Low P/EWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 30x, you may consider Aisino...お知らせ • Mar 29Aisino Co.Ltd. to Report Q1, 2024 Results on Apr 30, 2024Aisino Co.Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥8.11, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 26x in the Software industry in China. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.01 per share.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥8.11, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 26x in the Software industry in China. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.01 per share.お知らせ • Dec 29Aisino Co.Ltd. to Report Fiscal Year 2023 Results on Apr 16, 2024Aisino Co.Ltd. announced that they will report fiscal year 2023 results on Apr 16, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.035 loss per share (vs CN¥0.037 profit in 3Q 2022)Third quarter 2023 results: CN¥0.035 loss per share (down from CN¥0.037 profit in 3Q 2022). Revenue: CN¥3.06b (down 25% from 3Q 2022). Net loss: CN¥64.5m (down 194% from profit in 3Q 2022). Revenue is forecast to grow 12% 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 increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.New Risk • Sep 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.3% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.15 (vs CN¥0.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.15 (up from CN¥0.13 in 2Q 2022). Revenue: CN¥3.48b (down 30% from 2Q 2022). Net income: CN¥280.4m (up 21% from 2Q 2022). Profit margin: 8.1% (up from 4.7% in 2Q 2022). Revenue is forecast to grow 18% 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 increased by 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.17 per share at 1.2% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Chinese dividend payers (2.0%). Higher than average of industry peers (0.4%).Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.03 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.13 (up from CN¥0.03 in 1Q 2022). Revenue: CN¥3.51b (down 17% from 1Q 2022). Net income: CN¥245.7m (up 308% from 1Q 2022). Profit margin: 7.0% (up from 1.4% in 1Q 2022). Revenue is forecast to grow 15% 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, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 06Price target increased by 15% to CN¥15.86Up from CN¥13.77, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥15.81. Stock is up 32% over the past year. The company is forecast to post earnings per share of CN¥0.49 for next year compared to CN¥0.55 last year.Major Estimate Revision • Apr 06Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥23.8b to CN¥20.2b. EPS estimate unchanged from CN¥0.63 per share at last update. Software industry in China expected to see average net income growth of 67% next year. Consensus price target up from CN¥13.77 to CN¥14.43. Share price rose 18% to CN¥15.81 over the past week.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥16.42, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 44x in the Software industry in China. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.37 per share.Price Target Changed • Mar 07Price target increased by 15% to CN¥13.77Up from CN¥11.95, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥12.13. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of CN¥0.49 for next year compared to CN¥0.55 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Zhiwen Zou was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Nov 07Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥24.0b to CN¥22.7b. EPS estimate also fell from CN¥0.56 per share to CN¥0.49 per share. Net income forecast to grow 18% next year vs 75% growth forecast for Software industry in China. Consensus price target of CN¥11.95 unchanged from last update. Share price fell 2.5% to CN¥10.97 over the past week.Reported Earnings • Oct 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.037 (down from CN¥0.095 in 3Q 2021). Revenue: CN¥4.09b (down 18% from 3Q 2021). Net income: CN¥68.6m (down 59% from 3Q 2021). Profit margin: 1.7% (down from 3.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 32%. Earnings per share (EPS) also missed analyst estimates by 78%. Revenue is forecast to grow 7.0% 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 9% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Price Target Changed • Sep 09Price target decreased to CN¥12.49Down from CN¥13.74, the current price target is an average from 4 analysts. New target price is 18% above last closing price of CN¥10.55. Stock is down 16% over the past year. The company is forecast to post earnings per share of CN¥0.57 for next year compared to CN¥0.55 last year.Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.042 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.042 in 2Q 2021). Revenue: CN¥4.97b (down 9.0% from 2Q 2021). Net income: CN¥231.5m (up 210% from 2Q 2021). Profit margin: 4.7% (up from 1.4% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 10%, 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 12% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 02First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.033 (down from CN¥0.15 in 1Q 2021). Revenue: CN¥4.23b (up 14% from 1Q 2021). Net income: CN¥60.2m (down 79% from 1Q 2021). Profit margin: 1.4% (down from 7.7% in 1Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 61%. Over the next year, revenue is forecast to grow 5.0%, compared to a 33% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 24% per year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Chairman Tianhui Ma was the last director to join the board, commencing their role in 2019. 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 • Apr 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥0.55 (down from CN¥0.56 in FY 2020). Revenue: CN¥23.5b (up 7.8% from FY 2020). Net income: CN¥1.02b (flat on FY 2020). Profit margin: 4.4% (down from 4.7% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 7.0%, compared to a 30% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Mar 09Consensus revenue estimates fall by 15%The consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from CN¥27.7b to CN¥23.6b. EPS estimate fell from CN¥0.67 to CN¥0.62 per share. Net income forecast to shrink 8.0% next year vs 48% growth forecast for Software industry in China . Consensus price target down from CN¥14.38 to CN¥13.63. Share price fell 7.7% to CN¥12.79 over the past week.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.095 (vs CN¥0.05 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥4.97b (up 142% from 3Q 2020). Net income: CN¥168.6m (up 77% from 3Q 2020). Profit margin: 3.4% (down from 4.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.042 (vs CN¥0.27 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥5.46b (up 12% from 2Q 2020). Net income: CN¥74.7m (down 85% from 2Q 2020). Profit margin: 1.4% (down from 10% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • May 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥13.37, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 29x in the Software industry in China. Total loss to shareholders of 43% over the past three years.Price Target Changed • May 01Price target decreased to CN¥14.61Down from CN¥16.11, the current price target is an average from 4 analysts. New target price is 23% above last closing price of CN¥11.85. Stock is down 31% over the past year.Major Estimate Revision • Apr 06Consensus revenue estimates fall to CN¥23.9bThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from CN¥33.4b to CN¥23.9b. EPS estimate fell from CN¥0.76 to CN¥0.63 per share. Net income forecast to grow 13% next year vs 49% growth forecast for Software industry in China. Consensus price target down from CN¥16.11 to CN¥15.48. Share price rose 7.7% to CN¥12.86 over the past week.Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥0.56 (vs CN¥0.77 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: CN¥21.8b (down 35% from FY 2019). Net income: CN¥1.03b (down 28% from FY 2019). Profit margin: 4.7% (up from 4.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 22% per year.Major Estimate Revision • Feb 25Analysts lower EPS estimates to CN¥0.61The 2020 consensus revenue estimate was lowered from CN¥33.6b to CN¥30.8b. Earning per share (EPS) estimate was also lowered from CN¥0.72 to CN¥0.61 for the same period. Net income is expected to grow by 186% next year compared to 60% growth forecast for the Software industry in China. The consensus price target was lowered from CN¥17.64 to CN¥16.08. Share price is up 4.2% to CN¥11.45 over the past week.Is New 90 Day High Low • Jan 28New 90-day low: CN¥11.95The company is down 23% from its price of CN¥15.52 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥17.19 per share.お知らせ • Dec 14Aisino Corporation(XSSC:600271) dropped from FTSE All-World Index (USD)Aisino Corporation(XSSC:600271) dropped from FTSE All-World Index (USD)Is New 90 Day High Low • Dec 09New 90-day low: CN¥13.42The company is down 18% from its price of CN¥16.36 on 10 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 Software industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.19 per share.Is New 90 Day High Low • Nov 17New 90-day low: CN¥13.67The company is down 23% from its price of CN¥17.78 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.00 per share.Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS CN¥0.05The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥2.05b (down 72% from 3Q 2019). Net income: CN¥95.0m (down 80% from 3Q 2019). Profit margin: 4.6% (down from 6.4% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 06Revenue and earnings miss expectationsRevenue missed analyst estimates by 81%. Earnings per share (EPS) also missed analyst estimates by 79%. Over the next year, revenue is forecast to grow 44%, compared to a 44% growth forecast for the Software industry in China.Price Target Changed • Nov 05Price target lowered to CN¥18.58Down from CN¥21.58, the current price target is an average from 6 analysts. The new target price is 34% above the current share price of CN¥13.91. As of last close, the stock is down 35% over the past year.お知らせ • Oct 29Aisino Corporation to Report Q3, 2020 Results on Oct 31, 2020Aisino Corporation announced that they will report Q3, 2020 results on Oct 31, 2020Is New 90 Day High Low • Oct 29New 90-day low: CN¥15.66The company is down 10.0% from its price of CN¥17.49 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥13.91 per share.Is New 90 Day High Low • Sep 23New 90-day low: CN¥16.11The company is down 3.0% from its price of CN¥16.63 on 24 June 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.24 per share.Major Estimate Revision • Sep 19Analysts update estimatesThe 2020 consensus revenue estimate increased from CN¥29.7b to CN¥30.8b. Earnings per share (EPS) estimate was lowered from CN¥0.78 to CN¥0.68 for the same period. Net income is expected to grow by 80% next year compared to 64% growth forecast for the Software industry in China. The consensus price target was lowered from CN¥21.58 to CN¥20.78. Share price stayed mostly flat at CN¥16.56 over the past week.Price Target Changed • Sep 18Price target lowered to CN¥20.78Down from CN¥22.78, the current price target is an average from 6 analysts. The new target price is 25% above the current share price of CN¥16.56. As of last close, the stock is down 26% over the past year.お知らせ • Jul 09Aisino Corporation to Report First Half, 2020 Results on Aug 22, 2020Aisino Corporation announced that they will report first half, 2020 results on Aug 22, 2020決済の安定と成長配当データの取得安定した配当: 600271はCN市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: 600271はCN市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場AisinoLtd 配当利回り対市場600271 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (600271)0.05%市場下位25% (CN)0.4%市場トップ25% (CN)1.9%業界平均 (Software)0.5%アナリスト予想 (600271) (最長3年)n/a注目すべき配当: 600271の配当金 ( 0.051% ) はCN市場の配当金支払者の下位 25% ( 0.36% ) と比べると目立ったものではありません。高配当: 600271の配当金 ( 0.051% ) はCN市場の配当金支払者の上位 25% ( 1.91% ) と比較すると低いです。株主への利益配当収益カバレッジ: 600271 CN市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: 600271は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 14:39終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Aisino Co.Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Jian CuiBohai Securities Co., Ltd.You You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)Junyi PuEverbright Securities Co. Ltd.12 その他のアナリストを表示
Declared Dividend • Jun 15Dividend reduced to CN¥0.004Dividend of CN¥0.004 is 88% lower than last year. Ex-date: 19th June 2025 Payment date: 19th June 2025 Dividend yield will be 0.05%, which is lower than the industry average of 0.8%.
Declared Dividend • Jun 21Dividend of CN¥0.033 announcedShareholders will receive a dividend of CN¥0.033. Ex-date: 25th June 2024 Payment date: 25th June 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.17 per share at 1.2% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Chinese dividend payers (2.0%). Higher than average of industry peers (0.4%).
お知らせ • 43mAisino Co.Ltd., Annual General Meeting, Jun 18, 2026Aisino Co.Ltd., Annual General Meeting, Jun 18, 2026, at 14:30 China Standard Time. Location: Jia No. 18, Xingshikou Road, Haidian District, Beijing China
Reported Earnings • Apr 21Full year 2025 earnings released: CN¥0.40 loss per share (vs CN¥0.01 profit in FY 2024)Full year 2025 results: CN¥0.40 loss per share (down from CN¥0.01 profit in FY 2024). Revenue: CN¥5.55b (down 33% from FY 2024). Net loss: CN¥745.5m (down CN¥761.5m from profit in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 30Aisino Co.Ltd. to Report Q1, 2026 Results on Apr 30, 2026Aisino Co.Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
New Risk • Jan 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.7% 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: Major Risk Earnings have declined by 44% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
お知らせ • Dec 26Aisino Co.Ltd. to Report Fiscal Year 2025 Results on Apr 18, 2026Aisino Co.Ltd. announced that they will report fiscal year 2025 results on Apr 18, 2026
New Risk • Dec 23New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 31Third quarter 2025 earnings released: CN¥0.091 loss per share (vs CN¥0.024 profit in 3Q 2024)Third quarter 2025 results: CN¥0.091 loss per share (down from CN¥0.024 profit in 3Q 2024). Revenue: CN¥1.11b (down 29% from 3Q 2024). Net loss: CN¥155.6m (down 402% from profit in 3Q 2024). Revenue is forecast to grow 21% 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 92 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Aisino Co.Ltd. to Report Q3, 2025 Results on Oct 31, 2025Aisino Co.Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Aisino Co.Ltd. to Report First Half, 2025 Results on Aug 30, 2025Aisino Co.Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
Declared Dividend • Jun 15Dividend reduced to CN¥0.004Dividend of CN¥0.004 is 88% lower than last year. Ex-date: 19th June 2025 Payment date: 19th June 2025 Dividend yield will be 0.05%, which is lower than the industry average of 0.8%.
お知らせ • Apr 30Aisino Co.Ltd., Annual General Meeting, May 23, 2025Aisino Co.Ltd., Annual General Meeting, May 23, 2025, at 10:00 China Standard Time. Location: Jia No. 18, Xingshikou Road, Haidian District, Beijing China
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: CN¥0.01 (vs CN¥0.11 in FY 2023)Full year 2024 results: EPS: CN¥0.01 (down from CN¥0.11 in FY 2023). Revenue: CN¥8.31b (down 34% from FY 2023). Net income: CN¥16.0m (down 92% from FY 2023). Profit margin: 0.2% (down from 1.6% in FY 2023). 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.
New Risk • Apr 11New major risk - Revenue and earnings growthEarnings have declined by 25% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Mar 28Aisino Co.Ltd. to Report Q1, 2025 Results on Apr 30, 2025Aisino Co.Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
分析記事 • Mar 03AisinoLtd (SHSE:600271) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Dec 27Aisino Co.Ltd. to Report Fiscal Year 2024 Results on Apr 16, 2025Aisino Co.Ltd. announced that they will report fiscal year 2024 results on Apr 16, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.024 (vs CN¥0.035 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.024 (up from CN¥0.035 loss in 3Q 2023). Revenue: CN¥1.56b (down 49% from 3Q 2023). Net income: CN¥51.5m (up CN¥116.0m from 3Q 2023). Profit margin: 3.3% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 20% 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, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 29Does AisinoLtd (SHSE:600271) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Oct 01Market Might Still Lack Some Conviction On Aisino Co.Ltd. (SHSE:600271) Even After 28% Share Price BoostAisino Co.Ltd. ( SHSE:600271 ) shareholders have had their patience rewarded with a 28% share price jump in the last...
お知らせ • Sep 30Aisino Co.Ltd. to Report Q3, 2024 Results on Oct 31, 2024Aisino Co.Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.15 in 2Q 2023). Revenue: CN¥2.70b (down 22% from 2Q 2023). Net income: CN¥227.5m (down 19% from 2Q 2023). Profit margin: 8.4% (up from 8.1% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 14Insufficient Growth At Aisino Co.Ltd. (SHSE:600271) Hampers Share PriceYou may think that with a price-to-sales (or "P/S") ratio of 1.4x Aisino Co.Ltd. ( SHSE:600271 ) is definitely a stock...
New Risk • Jul 26New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Jun 28Aisino Co.Ltd. to Report First Half, 2024 Results on Aug 31, 2024Aisino Co.Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
Declared Dividend • Jun 21Dividend of CN¥0.033 announcedShareholders will receive a dividend of CN¥0.033. Ex-date: 25th June 2024 Payment date: 25th June 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
分析記事 • May 29Is AisinoLtd (SHSE:600271) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • May 18Aisino Co.Ltd., Annual General Meeting, Jun 07, 2024Aisino Co.Ltd., Annual General Meeting, Jun 07, 2024, at 10:00 China Standard Time. Location: Jia No. 18, Xingshikou Road, Haidian District, Beijing China
分析記事 • Apr 22We Think You Can Look Beyond AisinoLtd's (SHSE:600271) Lackluster EarningsThe market for Aisino Co.Ltd.'s ( SHSE:600271 ) shares didn't move much after it posted weak earnings recently. Our...
Reported Earnings • Apr 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.11 (down from CN¥0.58 in FY 2022). Revenue: CN¥12.6b (down 35% from FY 2022). Net income: CN¥202.7m (down 81% from FY 2022). Profit margin: 1.6% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 32%. Earnings per share (EPS) also missed analyst estimates by 70%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 16Why Investors Shouldn't Be Surprised By Aisino Co.Ltd.'s (SHSE:600271) Low P/EWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") above 30x, you may consider Aisino...
お知らせ • Mar 29Aisino Co.Ltd. to Report Q1, 2024 Results on Apr 30, 2024Aisino Co.Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥8.11, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 26x in the Software industry in China. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.01 per share.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥8.11, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 26x in the Software industry in China. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.01 per share.
お知らせ • Dec 29Aisino Co.Ltd. to Report Fiscal Year 2023 Results on Apr 16, 2024Aisino Co.Ltd. announced that they will report fiscal year 2023 results on Apr 16, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.035 loss per share (vs CN¥0.037 profit in 3Q 2022)Third quarter 2023 results: CN¥0.035 loss per share (down from CN¥0.037 profit in 3Q 2022). Revenue: CN¥3.06b (down 25% from 3Q 2022). Net loss: CN¥64.5m (down 194% from profit in 3Q 2022). Revenue is forecast to grow 12% 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 increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
New Risk • Sep 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.3% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.15 (vs CN¥0.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.15 (up from CN¥0.13 in 2Q 2022). Revenue: CN¥3.48b (down 30% from 2Q 2022). Net income: CN¥280.4m (up 21% from 2Q 2022). Profit margin: 8.1% (up from 4.7% in 2Q 2022). Revenue is forecast to grow 18% 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 increased by 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 19Upcoming dividend of CN¥0.17 per share at 1.2% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Chinese dividend payers (2.0%). Higher than average of industry peers (0.4%).
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.03 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.13 (up from CN¥0.03 in 1Q 2022). Revenue: CN¥3.51b (down 17% from 1Q 2022). Net income: CN¥245.7m (up 308% from 1Q 2022). Profit margin: 7.0% (up from 1.4% in 1Q 2022). Revenue is forecast to grow 15% 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, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 06Price target increased by 15% to CN¥15.86Up from CN¥13.77, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥15.81. Stock is up 32% over the past year. The company is forecast to post earnings per share of CN¥0.49 for next year compared to CN¥0.55 last year.
Major Estimate Revision • Apr 06Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥23.8b to CN¥20.2b. EPS estimate unchanged from CN¥0.63 per share at last update. Software industry in China expected to see average net income growth of 67% next year. Consensus price target up from CN¥13.77 to CN¥14.43. Share price rose 18% to CN¥15.81 over the past week.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥16.42, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 44x in the Software industry in China. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.37 per share.
Price Target Changed • Mar 07Price target increased by 15% to CN¥13.77Up from CN¥11.95, the current price target is an average from 3 analysts. New target price is 13% above last closing price of CN¥12.13. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of CN¥0.49 for next year compared to CN¥0.55 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Zhiwen Zou was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥24.0b to CN¥22.7b. EPS estimate also fell from CN¥0.56 per share to CN¥0.49 per share. Net income forecast to grow 18% next year vs 75% growth forecast for Software industry in China. Consensus price target of CN¥11.95 unchanged from last update. Share price fell 2.5% to CN¥10.97 over the past week.
Reported Earnings • Oct 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.037 (down from CN¥0.095 in 3Q 2021). Revenue: CN¥4.09b (down 18% from 3Q 2021). Net income: CN¥68.6m (down 59% from 3Q 2021). Profit margin: 1.7% (down from 3.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 32%. Earnings per share (EPS) also missed analyst estimates by 78%. Revenue is forecast to grow 7.0% 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 9% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Sep 09Price target decreased to CN¥12.49Down from CN¥13.74, the current price target is an average from 4 analysts. New target price is 18% above last closing price of CN¥10.55. Stock is down 16% over the past year. The company is forecast to post earnings per share of CN¥0.57 for next year compared to CN¥0.55 last year.
Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.042 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.042 in 2Q 2021). Revenue: CN¥4.97b (down 9.0% from 2Q 2021). Net income: CN¥231.5m (up 210% from 2Q 2021). Profit margin: 4.7% (up from 1.4% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 10%, 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 12% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 02First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.033 (down from CN¥0.15 in 1Q 2021). Revenue: CN¥4.23b (up 14% from 1Q 2021). Net income: CN¥60.2m (down 79% from 1Q 2021). Profit margin: 1.4% (down from 7.7% in 1Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 61%. Over the next year, revenue is forecast to grow 5.0%, compared to a 33% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 24% per year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Chairman Tianhui Ma was the last director to join the board, commencing their role in 2019. 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 • Apr 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥0.55 (down from CN¥0.56 in FY 2020). Revenue: CN¥23.5b (up 7.8% from FY 2020). Net income: CN¥1.02b (flat on FY 2020). Profit margin: 4.4% (down from 4.7% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 7.0%, compared to a 30% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Mar 09Consensus revenue estimates fall by 15%The consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from CN¥27.7b to CN¥23.6b. EPS estimate fell from CN¥0.67 to CN¥0.62 per share. Net income forecast to shrink 8.0% next year vs 48% growth forecast for Software industry in China . Consensus price target down from CN¥14.38 to CN¥13.63. Share price fell 7.7% to CN¥12.79 over the past week.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.095 (vs CN¥0.05 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥4.97b (up 142% from 3Q 2020). Net income: CN¥168.6m (up 77% from 3Q 2020). Profit margin: 3.4% (down from 4.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.042 (vs CN¥0.27 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥5.46b (up 12% from 2Q 2020). Net income: CN¥74.7m (down 85% from 2Q 2020). Profit margin: 1.4% (down from 10% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥13.37, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 29x in the Software industry in China. Total loss to shareholders of 43% over the past three years.
Price Target Changed • May 01Price target decreased to CN¥14.61Down from CN¥16.11, the current price target is an average from 4 analysts. New target price is 23% above last closing price of CN¥11.85. Stock is down 31% over the past year.
Major Estimate Revision • Apr 06Consensus revenue estimates fall to CN¥23.9bThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from CN¥33.4b to CN¥23.9b. EPS estimate fell from CN¥0.76 to CN¥0.63 per share. Net income forecast to grow 13% next year vs 49% growth forecast for Software industry in China. Consensus price target down from CN¥16.11 to CN¥15.48. Share price rose 7.7% to CN¥12.86 over the past week.
Reported Earnings • Apr 01Full year 2020 earnings released: EPS CN¥0.56 (vs CN¥0.77 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: CN¥21.8b (down 35% from FY 2019). Net income: CN¥1.03b (down 28% from FY 2019). Profit margin: 4.7% (up from 4.3% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 22% per year.
Major Estimate Revision • Feb 25Analysts lower EPS estimates to CN¥0.61The 2020 consensus revenue estimate was lowered from CN¥33.6b to CN¥30.8b. Earning per share (EPS) estimate was also lowered from CN¥0.72 to CN¥0.61 for the same period. Net income is expected to grow by 186% next year compared to 60% growth forecast for the Software industry in China. The consensus price target was lowered from CN¥17.64 to CN¥16.08. Share price is up 4.2% to CN¥11.45 over the past week.
Is New 90 Day High Low • Jan 28New 90-day low: CN¥11.95The company is down 23% from its price of CN¥15.52 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥17.19 per share.
お知らせ • Dec 14Aisino Corporation(XSSC:600271) dropped from FTSE All-World Index (USD)Aisino Corporation(XSSC:600271) dropped from FTSE All-World Index (USD)
Is New 90 Day High Low • Dec 09New 90-day low: CN¥13.42The company is down 18% from its price of CN¥16.36 on 10 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 Software industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.19 per share.
Is New 90 Day High Low • Nov 17New 90-day low: CN¥13.67The company is down 23% from its price of CN¥17.78 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.00 per share.
Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS CN¥0.05The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥2.05b (down 72% from 3Q 2019). Net income: CN¥95.0m (down 80% from 3Q 2019). Profit margin: 4.6% (down from 6.4% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 06Revenue and earnings miss expectationsRevenue missed analyst estimates by 81%. Earnings per share (EPS) also missed analyst estimates by 79%. Over the next year, revenue is forecast to grow 44%, compared to a 44% growth forecast for the Software industry in China.
Price Target Changed • Nov 05Price target lowered to CN¥18.58Down from CN¥21.58, the current price target is an average from 6 analysts. The new target price is 34% above the current share price of CN¥13.91. As of last close, the stock is down 35% over the past year.
お知らせ • Oct 29Aisino Corporation to Report Q3, 2020 Results on Oct 31, 2020Aisino Corporation announced that they will report Q3, 2020 results on Oct 31, 2020
Is New 90 Day High Low • Oct 29New 90-day low: CN¥15.66The company is down 10.0% from its price of CN¥17.49 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥13.91 per share.
Is New 90 Day High Low • Sep 23New 90-day low: CN¥16.11The company is down 3.0% from its price of CN¥16.63 on 24 June 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥14.24 per share.
Major Estimate Revision • Sep 19Analysts update estimatesThe 2020 consensus revenue estimate increased from CN¥29.7b to CN¥30.8b. Earnings per share (EPS) estimate was lowered from CN¥0.78 to CN¥0.68 for the same period. Net income is expected to grow by 80% next year compared to 64% growth forecast for the Software industry in China. The consensus price target was lowered from CN¥21.58 to CN¥20.78. Share price stayed mostly flat at CN¥16.56 over the past week.
Price Target Changed • Sep 18Price target lowered to CN¥20.78Down from CN¥22.78, the current price target is an average from 6 analysts. The new target price is 25% above the current share price of CN¥16.56. As of last close, the stock is down 26% over the past year.
お知らせ • Jul 09Aisino Corporation to Report First Half, 2020 Results on Aug 22, 2020Aisino Corporation announced that they will report first half, 2020 results on Aug 22, 2020