Bestlink TechnologiesLtd（603206）株式概要Bestlink Technologies Co.,Ltd. は中国で情報通信技術サービスを提供しています。 詳細603206 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性3/6配当金1/6報酬株価収益率（ 119 x）は、 IT業界平均（ 124.9 x）を下回っています。リスク分析過去5年間で収益は年間33.1%減少しました。 利益率(1%)は昨年より低い(1.5%) すべてのリスクチェックを見る603206 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥18.5452.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue CN¥4.7bEarnings CN¥47.5mAdvancedSet Fair ValueView all narrativesBestlink Technologies Co.,Ltd. 競合他社BeyondsoftSymbol: SZSE:002649Market cap: CN¥5.9bYunnan Nantian Electronics InformationLtdSymbol: SZSE:000948Market cap: CN¥5.4bSichuan Joyou Digital TechnologiesLtdSymbol: SZSE:301172Market cap: CN¥6.2bCOSCO SHIPPING TechnologySymbol: SZSE:002401Market cap: CN¥5.1b価格と性能株価の高値、安値、推移の概要Bestlink TechnologiesLtd過去の株価現在の株価CN¥18.5452週高値CN¥23.1352週安値CN¥14.73ベータ0.331ヶ月の変化10.23%3ヶ月変化9.06%1年変化14.73%3年間の変化6.31%5年間の変化n/aIPOからの変化-11.38%最新ニュースNew Risk • Apr 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).Reported Earnings • Apr 28Full year 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.23 in FY 2024)Full year 2025 results: EPS: CN¥0.17 (down from CN¥0.23 in FY 2024). Revenue: CN¥4.69b (up 4.6% from FY 2024). Net income: CN¥53.2m (down 23% from FY 2024). Profit margin: 1.1% (down from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Apr 28Bestlink Technologies Co.,Ltd., Annual General Meeting, May 18, 2026Bestlink Technologies Co.,Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: Tower E, Building 10, No. 19, Ningshuang Road, Nanjing, Jiangsu Chinaお知らせ • Mar 30Bestlink Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Bestlink Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26Bestlink Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Bestlink Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: CN¥0.032 (vs CN¥0.048 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.032 (down from CN¥0.048 in 3Q 2024). Revenue: CN¥855.4m (down 19% from 3Q 2024). Net income: CN¥10.2m (down 27% from 3Q 2024). Profit margin: 1.2% (down from 1.3% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesNew Risk • Apr 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).Reported Earnings • Apr 28Full year 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.23 in FY 2024)Full year 2025 results: EPS: CN¥0.17 (down from CN¥0.23 in FY 2024). Revenue: CN¥4.69b (up 4.6% from FY 2024). Net income: CN¥53.2m (down 23% from FY 2024). Profit margin: 1.1% (down from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Apr 28Bestlink Technologies Co.,Ltd., Annual General Meeting, May 18, 2026Bestlink Technologies Co.,Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: Tower E, Building 10, No. 19, Ningshuang Road, Nanjing, Jiangsu Chinaお知らせ • Mar 30Bestlink Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Bestlink Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026お知らせ • Dec 26Bestlink Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Bestlink Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: CN¥0.032 (vs CN¥0.048 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.032 (down from CN¥0.048 in 3Q 2024). Revenue: CN¥855.4m (down 19% from 3Q 2024). Net income: CN¥10.2m (down 27% from 3Q 2024). Profit margin: 1.2% (down from 1.3% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Bestlink Technologies Co.,Ltd. to Report Q3, 2025 Results on Oct 21, 2025Bestlink Technologies Co.,Ltd. announced that they will report Q3, 2025 results on Oct 21, 2025New Risk • Sep 08New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 19% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).お知らせ • Jun 30Bestlink Technologies Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025Bestlink Technologies Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • May 07Bestlink Technologies Co.,Ltd., Annual General Meeting, May 28, 2025Bestlink Technologies Co.,Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time. Location: Tower E, Building 10, No. 19, Ningshuang Road, Yuhuatai District, Nanjing, Jiangsu ChinaNew Risk • Apr 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 57% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 0.6% per year over the past 5 years. High level of non-cash earnings (57% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (1.5% net profit margin).Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.08 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.07 (down from CN¥0.08 in 1Q 2024). Revenue: CN¥799.7m (down 8.5% from 1Q 2024). Net income: CN¥20.2m (down 21% from 1Q 2024). Profit margin: 2.5% (down from 2.9% in 1Q 2024). The decrease in margin was driven by lower revenue.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥15.46, the stock trades at a trailing P/E ratio of 31.4x. Average trailing P/E is 74x in the IT industry in China. Total returns to shareholders of 5.7% over the past year.お知らせ • Mar 28Bestlink Technologies Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Bestlink Technologies Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥22.10, the stock trades at a trailing P/E ratio of 44.9x. Average trailing P/E is 94x in the IT industry in China. Total returns to shareholders of 42% over the past year.New Risk • Mar 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 8.4% 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 High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (3.2% net profit margin).分析記事 • Mar 01There Are Reasons To Feel Uneasy About Bestlink TechnologiesLtd's (SHSE:603206) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥17.05, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 98x in the IT industry in China. Total returns to shareholders of 12% over the past year.分析記事 • Feb 07Unpleasant Surprises Could Be In Store For Bestlink Technologies Co.,Ltd.'s (SHSE:603206) SharesIt's not a stretch to say that Bestlink Technologies Co.,Ltd.'s ( SHSE:603206 ) price-to-earnings (or "P/E") ratio of...お知らせ • Dec 27Bestlink Technologies Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Bestlink Technologies Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.92, the stock trades at a trailing P/E ratio of 34.4x. Average trailing P/E is 65x in the IT industry in China. Total loss to shareholders of 5.5% over the past year.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.048 (vs CN¥0.10 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.048 (down from CN¥0.10 in 3Q 2023). Revenue: CN¥1.05b (up 21% from 3Q 2023). Net income: CN¥13.9m (down 55% from 3Q 2023). Profit margin: 1.3% (down from 3.6% in 3Q 2023). The decrease in margin was driven by higher expenses.分析記事 • Oct 25Bestlink TechnologiesLtd (SHSE:603206) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥17.63, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 70x in the IT industry in China. Total returns to shareholders of 7.2% over the past year.お知らせ • Sep 30Bestlink Technologies Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Bestlink Technologies Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥15.59, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 59x in the IT industry in China. Total loss to shareholders of 17% over the past year.Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.15 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.15 in 2Q 2023). Revenue: CN¥1.18b (up 13% from 2Q 2023). Net income: CN¥35.8m (down 23% from 2Q 2023). Profit margin: 3.0% (down from 4.5% in 2Q 2023). The decrease in margin was driven by higher expenses.お知らせ • Jun 28Bestlink Technologies Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024Bestlink Technologies Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024分析記事 • May 01Bestlink TechnologiesLtd's (SHSE:603206) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Bestlink Technologies Co.,Ltd.'s ( SHSE:603206 ) recent earnings didn't...Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.11 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.08 (down from CN¥0.11 in 1Q 2023). Revenue: CN¥873.7m (up 4.2% from 1Q 2023). Net income: CN¥25.6m (down 22% from 1Q 2023). Profit margin: 2.9% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses.お知らせ • Apr 26Bestlink Technologies Co.,Ltd., Annual General Meeting, May 16, 2024Bestlink Technologies Co.,Ltd., Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: Tower E, Building 10, No. 10, Ningshuang Road, Yuhuatai District, Nanjing, Jiangsu ChinaValuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥12.44, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 47x in the IT industry in China. Total loss to shareholders of 29% over the past year.お知らせ • Mar 30Bestlink Technologies Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024Bestlink Technologies Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024分析記事 • Feb 28Is Bestlink TechnologiesLtd (SHSE:603206) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥15.18, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 48x in the IT industry in China. Total loss to shareholders of 6.9% over the past year.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥14.00, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 48x in the IT industry in China. Total loss to shareholders of 13% over the past year.お知らせ • Dec 30Bestlink Technologies Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Bestlink Technologies Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024New Risk • Nov 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.3% average weekly change). High level of non-cash earnings (36% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.11 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.10 (down from CN¥0.11 in 3Q 2022). Revenue: CN¥868.6m (up 7.4% from 3Q 2022). Net income: CN¥31.2m (down 8.5% from 3Q 2022). Profit margin: 3.6% (down from 4.2% in 3Q 2022). The decrease in margin was driven by higher expenses.お知らせ • Sep 30Bestlink Technologies Co.,Ltd. to Report Q3, 2023 Results on Oct 26, 2023Bestlink Technologies Co.,Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥18.92, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 60x in the IT industry in China. Total returns to shareholders of 16% over the past year.Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.15 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.15 (down from CN¥0.19 in 2Q 2022). Revenue: CN¥1.04b (up 13% from 2Q 2022). Net income: CN¥46.6m (down 5.4% from 2Q 2022). Profit margin: 4.5% (down from 5.3% in 2Q 2022). The decrease in margin was driven by higher expenses.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0.12 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.11. Revenue: CN¥838.2m (up 17% from 1Q 2022). Net income: CN¥33.0m (up 15% from 1Q 2022). Profit margin: 3.9% (down from 4.0% in 1Q 2022). The decrease in margin was driven by higher expenses.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (5 non-independent directors). Employee Representative Supervisor Wei He is the most experienced director on the board, commencing their role in 2020. Independent Director Liulin Wu was the last independent 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. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 25Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: CN¥0.11. Net income: CN¥34.1m (up CN¥34.1m from 3Q 2021).Reported Earnings • Aug 22Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: CN¥0.19. Net income: CN¥49.2m (up CN¥49.2m from 2Q 2021).Board Change • May 06Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Employee Representative Supervisor Wei He is the most experienced director on the board, commencing their role in 2020. Independent Director Liulin Wu was the last independent 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. Lack of board continuity. Lack of experienced directors.株主還元603206CN ITCN 市場7D-7.5%-9.1%-0.2%1Y14.7%17.2%36.1%株主還元を見る業界別リターン: 603206過去 1 年間で17.2 % の収益を上げたCN IT業界を下回りました。リターン対市場: 603206は、過去 1 年間で36.1 % のリターンを上げたCN市場を下回りました。価格変動Is 603206's price volatile compared to industry and market?603206 volatility603206 Average Weekly Movement6.8%IT Industry Average Movement7.2%Market Average Movement6.5%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 603206 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 603206の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19988,875Yan Zongwww.bestlink.com.cnベストリンク・テクノロジーズ株式会社は中国で情報通信技術サービスを提供している。同社は、ネットワーク構築、ネットワーク運用と保守、情報通信システムソフトウェアデバッグ、ネットワーク最適化、ICT教育とトレーニング、インテリジェンスサービスを提供しています。電気エネルギー、交通、スマートホーム、スマートキャンパス、スマートパーク、スマートウォーターのほか、政府や企業の顧客にもサービスを提供している。同社は1998年に設立され、中国の南京に本社を置いている。もっと見るBestlink Technologies Co.,Ltd. 基礎のまとめBestlink TechnologiesLtd の収益と売上を時価総額と比較するとどうか。603206 基礎統計学時価総額CN¥6.01b収益（TTM）CN¥47.53m売上高(TTM)CN¥4.69b119.0xPER（株価収益率1.2xP/Sレシオ603206 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計603206 損益計算書（TTM）収益CN¥4.69b売上原価CN¥4.13b売上総利益CN¥558.63mその他の費用CN¥511.09m収益CN¥47.53m直近の収益報告Mar 31, 2026次回決算日May 28, 2026一株当たり利益（EPS）0.16グロス・マージン11.92%純利益率1.01%有利子負債／自己資本比率59.6%603206 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.3%現在の配当利回り40%配当性向View Valuation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2026/05/27 09:07終値2026/05/27 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Bestlink Technologies 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。0
New Risk • Apr 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).
Reported Earnings • Apr 28Full year 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.23 in FY 2024)Full year 2025 results: EPS: CN¥0.17 (down from CN¥0.23 in FY 2024). Revenue: CN¥4.69b (up 4.6% from FY 2024). Net income: CN¥53.2m (down 23% from FY 2024). Profit margin: 1.1% (down from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Apr 28Bestlink Technologies Co.,Ltd., Annual General Meeting, May 18, 2026Bestlink Technologies Co.,Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: Tower E, Building 10, No. 19, Ningshuang Road, Nanjing, Jiangsu China
お知らせ • Mar 30Bestlink Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Bestlink Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26Bestlink Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Bestlink Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: CN¥0.032 (vs CN¥0.048 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.032 (down from CN¥0.048 in 3Q 2024). Revenue: CN¥855.4m (down 19% from 3Q 2024). Net income: CN¥10.2m (down 27% from 3Q 2024). Profit margin: 1.2% (down from 1.3% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
New Risk • Apr 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).
Reported Earnings • Apr 28Full year 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.23 in FY 2024)Full year 2025 results: EPS: CN¥0.17 (down from CN¥0.23 in FY 2024). Revenue: CN¥4.69b (up 4.6% from FY 2024). Net income: CN¥53.2m (down 23% from FY 2024). Profit margin: 1.1% (down from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Apr 28Bestlink Technologies Co.,Ltd., Annual General Meeting, May 18, 2026Bestlink Technologies Co.,Ltd., Annual General Meeting, May 18, 2026, at 15:00 China Standard Time. Location: Tower E, Building 10, No. 19, Ningshuang Road, Nanjing, Jiangsu China
お知らせ • Mar 30Bestlink Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Bestlink Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
お知らせ • Dec 26Bestlink Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Bestlink Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: CN¥0.032 (vs CN¥0.048 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.032 (down from CN¥0.048 in 3Q 2024). Revenue: CN¥855.4m (down 19% from 3Q 2024). Net income: CN¥10.2m (down 27% from 3Q 2024). Profit margin: 1.2% (down from 1.3% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Bestlink Technologies Co.,Ltd. to Report Q3, 2025 Results on Oct 21, 2025Bestlink Technologies Co.,Ltd. announced that they will report Q3, 2025 results on Oct 21, 2025
New Risk • Sep 08New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 19% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).
お知らせ • Jun 30Bestlink Technologies Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025Bestlink Technologies Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • May 07Bestlink Technologies Co.,Ltd., Annual General Meeting, May 28, 2025Bestlink Technologies Co.,Ltd., Annual General Meeting, May 28, 2025, at 14:00 China Standard Time. Location: Tower E, Building 10, No. 19, Ningshuang Road, Yuhuatai District, Nanjing, Jiangsu China
New Risk • Apr 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 57% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 0.6% per year over the past 5 years. High level of non-cash earnings (57% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (1.5% net profit margin).
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.08 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.07 (down from CN¥0.08 in 1Q 2024). Revenue: CN¥799.7m (down 8.5% from 1Q 2024). Net income: CN¥20.2m (down 21% from 1Q 2024). Profit margin: 2.5% (down from 2.9% in 1Q 2024). The decrease in margin was driven by lower revenue.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥15.46, the stock trades at a trailing P/E ratio of 31.4x. Average trailing P/E is 74x in the IT industry in China. Total returns to shareholders of 5.7% over the past year.
お知らせ • Mar 28Bestlink Technologies Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Bestlink Technologies Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥22.10, the stock trades at a trailing P/E ratio of 44.9x. Average trailing P/E is 94x in the IT industry in China. Total returns to shareholders of 42% over the past year.
New Risk • Mar 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 8.4% 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 High level of non-cash earnings (22% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (3.2% net profit margin).
分析記事 • Mar 01There Are Reasons To Feel Uneasy About Bestlink TechnologiesLtd's (SHSE:603206) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥17.05, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 98x in the IT industry in China. Total returns to shareholders of 12% over the past year.
分析記事 • Feb 07Unpleasant Surprises Could Be In Store For Bestlink Technologies Co.,Ltd.'s (SHSE:603206) SharesIt's not a stretch to say that Bestlink Technologies Co.,Ltd.'s ( SHSE:603206 ) price-to-earnings (or "P/E") ratio of...
お知らせ • Dec 27Bestlink Technologies Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Bestlink Technologies Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.92, the stock trades at a trailing P/E ratio of 34.4x. Average trailing P/E is 65x in the IT industry in China. Total loss to shareholders of 5.5% over the past year.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.048 (vs CN¥0.10 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.048 (down from CN¥0.10 in 3Q 2023). Revenue: CN¥1.05b (up 21% from 3Q 2023). Net income: CN¥13.9m (down 55% from 3Q 2023). Profit margin: 1.3% (down from 3.6% in 3Q 2023). The decrease in margin was driven by higher expenses.
分析記事 • Oct 25Bestlink TechnologiesLtd (SHSE:603206) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥17.63, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 70x in the IT industry in China. Total returns to shareholders of 7.2% over the past year.
お知らせ • Sep 30Bestlink Technologies Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Bestlink Technologies Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥15.59, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 59x in the IT industry in China. Total loss to shareholders of 17% over the past year.
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.15 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.15 in 2Q 2023). Revenue: CN¥1.18b (up 13% from 2Q 2023). Net income: CN¥35.8m (down 23% from 2Q 2023). Profit margin: 3.0% (down from 4.5% in 2Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • Jun 28Bestlink Technologies Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024Bestlink Technologies Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
分析記事 • May 01Bestlink TechnologiesLtd's (SHSE:603206) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Bestlink Technologies Co.,Ltd.'s ( SHSE:603206 ) recent earnings didn't...
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.11 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.08 (down from CN¥0.11 in 1Q 2023). Revenue: CN¥873.7m (up 4.2% from 1Q 2023). Net income: CN¥25.6m (down 22% from 1Q 2023). Profit margin: 2.9% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • Apr 26Bestlink Technologies Co.,Ltd., Annual General Meeting, May 16, 2024Bestlink Technologies Co.,Ltd., Annual General Meeting, May 16, 2024, at 14:00 China Standard Time. Location: Tower E, Building 10, No. 10, Ningshuang Road, Yuhuatai District, Nanjing, Jiangsu China
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥12.44, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 47x in the IT industry in China. Total loss to shareholders of 29% over the past year.
お知らせ • Mar 30Bestlink Technologies Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024Bestlink Technologies Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
分析記事 • Feb 28Is Bestlink TechnologiesLtd (SHSE:603206) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥15.18, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 48x in the IT industry in China. Total loss to shareholders of 6.9% over the past year.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥14.00, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 48x in the IT industry in China. Total loss to shareholders of 13% over the past year.
お知らせ • Dec 30Bestlink Technologies Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Bestlink Technologies Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024
New Risk • Nov 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.3% average weekly change). High level of non-cash earnings (36% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.11 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.10 (down from CN¥0.11 in 3Q 2022). Revenue: CN¥868.6m (up 7.4% from 3Q 2022). Net income: CN¥31.2m (down 8.5% from 3Q 2022). Profit margin: 3.6% (down from 4.2% in 3Q 2022). The decrease in margin was driven by higher expenses.
お知らせ • Sep 30Bestlink Technologies Co.,Ltd. to Report Q3, 2023 Results on Oct 26, 2023Bestlink Technologies Co.,Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥18.92, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 60x in the IT industry in China. Total returns to shareholders of 16% over the past year.
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.15 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.15 (down from CN¥0.19 in 2Q 2022). Revenue: CN¥1.04b (up 13% from 2Q 2022). Net income: CN¥46.6m (down 5.4% from 2Q 2022). Profit margin: 4.5% (down from 5.3% in 2Q 2022). The decrease in margin was driven by higher expenses.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0.12 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.11. Revenue: CN¥838.2m (up 17% from 1Q 2022). Net income: CN¥33.0m (up 15% from 1Q 2022). Profit margin: 3.9% (down from 4.0% in 1Q 2022). The decrease in margin was driven by higher expenses.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (5 non-independent directors). Employee Representative Supervisor Wei He is the most experienced director on the board, commencing their role in 2020. Independent Director Liulin Wu was the last independent 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. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 25Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: CN¥0.11. Net income: CN¥34.1m (up CN¥34.1m from 3Q 2021).
Reported Earnings • Aug 22Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: CN¥0.19. Net income: CN¥49.2m (up CN¥49.2m from 2Q 2021).
Board Change • May 06Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Employee Representative Supervisor Wei He is the most experienced director on the board, commencing their role in 2020. Independent Director Liulin Wu was the last independent 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. Lack of board continuity. Lack of experienced directors.
