View ValuationAsiainfo Security TechnologiesLtd 将来の成長Future 基準チェック /36Asiainfo Security TechnologiesLtdは、151%と11.7%でそれぞれ年率151%で利益と収益が成長すると予測される一方、EPSはgrowで150.9%年率。主要情報151.0%収益成長率150.92%EPS成長率Software 収益成長33.8%収益成長率11.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日22 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Nov 01Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥2.10b to CN¥2.04b. EPS estimate also fell from CN¥0.353 per share to CN¥0.313 per share. Net income forecast to grow 68% next year vs 91% growth forecast for Software industry in China. Consensus price target of CN¥27.74 unchanged from last update. Share price was steady at CN¥17.38 over the past week.すべての更新を表示Recent updatesNew Risk • May 04New major risk - Revenue and earnings growthEarnings have declined by 64% 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 • Apr 11Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: CN¥1.15 loss per share (down from CN¥0.025 profit in FY 2024). Revenue: CN¥7.74b (up 115% from FY 2024). Net loss: CN¥445.8m (down CN¥455.4m from profit in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.お知らせ • Mar 30Asiainfo Security Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Asiainfo Security Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026New Risk • Mar 23New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: CN¥1.14 loss per share (down from CN¥0.025 profit in FY 2024). Revenue: CN¥7.76b (up 116% from FY 2024). Net loss: CN¥442.0m (down CN¥451.5m from profit in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Dec 26Asiainfo Security Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Asiainfo Security Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026Reported Earnings • Oct 29Third quarter 2025 earnings released: CN¥0.11 loss per share (vs CN¥0.045 loss in 3Q 2024)Third quarter 2025 results: CN¥0.11 loss per share (further deteriorated from CN¥0.045 loss in 3Q 2024). Revenue: CN¥1.77b (up 295% from 3Q 2024). Net loss: CN¥43.8m (loss widened 170% from 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 50% 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 30Asiainfo Security Technologies Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Asiainfo Security Technologies Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Reported Earnings • Aug 24Second quarter 2025 earnings released: CN¥0.34 loss per share (vs CN¥0.12 loss in 2Q 2024)Second quarter 2025 results: CN¥0.34 loss per share (further deteriorated from CN¥0.12 loss in 2Q 2024). Revenue: CN¥1.83b (up 392% from 2Q 2024). Net loss: CN¥128.8m (loss widened 179% from 2Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Jun 30Asiainfo Security Technologies Co.,Ltd. to Report First Half, 2025 Results on Aug 22, 2025Asiainfo Security Technologies Co.,Ltd. announced that they will report first half, 2025 results on Aug 22, 2025お知らせ • May 30Asiainfo Security Technologies Co.,Ltd., Annual General Meeting, Jun 23, 2025Asiainfo Security Technologies Co.,Ltd., Annual General Meeting, Jun 23, 2025, at 14:00 China Standard Time.Board Change • May 10Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Chengqing Huang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 29First quarter 2025 earnings released: CN¥0.57 loss per share (vs CN¥0.36 loss in 1Q 2024)First quarter 2025 results: CN¥0.57 loss per share (further deteriorated from CN¥0.36 loss in 1Q 2024). Revenue: CN¥1.29b (up 348% from 1Q 2024). Net loss: CN¥227.4m (loss widened 56% from 1Q 2024). Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Mar 28Asiainfo Security Technologies Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Asiainfo Security Technologies Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025Reported Earnings • Mar 02Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.024 (up from CN¥0.73 loss in FY 2023). Revenue: CN¥3.74b (up 133% from FY 2023). Net income: CN¥9.41m (up CN¥300.5m from FY 2023). Profit margin: 0.3% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 43% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.分析記事 • Jan 15Market Cool On Asiainfo Security Technologies Co.,Ltd.'s (SHSE:688225) Revenues Pushing Shares 25% LowerAsiainfo Security Technologies Co.,Ltd. ( SHSE:688225 ) shares have retraced a considerable 25% in the last month...お知らせ • Dec 27Asiainfo Security Technologies Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Asiainfo Security Technologies Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025分析記事 • Nov 27Asiainfo Security Technologies Co.,Ltd. (SHSE:688225) Shares Fly 30% But Investors Aren't Buying For GrowthDespite an already strong run, Asiainfo Security Technologies Co.,Ltd. ( SHSE:688225 ) shares have been powering on...Reported Earnings • Nov 02Third quarter 2024 earnings released: CN¥0.045 loss per share (vs CN¥0.10 loss in 3Q 2023)Third quarter 2024 results: CN¥0.045 loss per share (improved from CN¥0.10 loss in 3Q 2023). Revenue: CN¥447.7m (up 4.4% from 3Q 2023). Net loss: CN¥16.2m (loss narrowed 59% from 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Software industry in China.分析記事 • Oct 01Even With A 38% Surge, Cautious Investors Are Not Rewarding Asiainfo Security Technologies Co.,Ltd.'s (SHSE:688225) Performance CompletelyAsiainfo Security Technologies Co.,Ltd. ( SHSE:688225 ) shareholders would be excited to see that the share price has...New Risk • Sep 30New 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 8.9% 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. This is currently the only risk that has been identified for the company.お知らせ • Sep 30Asiainfo Security Technologies Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Asiainfo Security Technologies Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 24Second quarter 2024 earnings released: CN¥0.12 loss per share (vs CN¥0.19 loss in 2Q 2023)Second quarter 2024 results: CN¥0.12 loss per share (improved from CN¥0.19 loss in 2Q 2023). Revenue: CN¥372.4m (up 14% from 2Q 2023). Net loss: CN¥46.2m (loss narrowed 40% from 2Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.New Risk • Jul 30New 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 7.4% 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. This is currently the only risk that has been identified for the company.お知らせ • Jun 28Asiainfo Security Technologies Co.,Ltd. to Report First Half, 2024 Results on Aug 24, 2024Asiainfo Security Technologies Co.,Ltd. announced that they will report first half, 2024 results on Aug 24, 2024お知らせ • May 01Asiainfo Security Technologies Co.,Ltd., Annual General Meeting, May 21, 2024Asiainfo Security Technologies Co.,Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time.分析記事 • Apr 29Is Asiainfo Security TechnologiesLtd (SHSE:688225) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.73 loss per share (down from CN¥0.25 profit in FY 2022). Revenue: CN¥1.61b (down 6.6% from FY 2022). Net loss: CN¥291.1m (down 395% from profit in FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in China.お知らせ • Mar 29Asiainfo Security Technologies Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Asiainfo Security Technologies Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024分析記事 • Mar 07Market Might Still Lack Some Conviction On Asiainfo Security Technologies Co.,Ltd. (SHSE:688225) Even After 38% Share Price BoostThose holding Asiainfo Security Technologies Co.,Ltd. ( SHSE:688225 ) shares would be relieved that the share price has...Reported Earnings • Feb 24Full year 2023 earnings released: CN¥0.73 loss per share (vs CN¥0.25 profit in FY 2022)Full year 2023 results: CN¥0.73 loss per share (down from CN¥0.25 profit in FY 2022). Revenue: CN¥1.66b (down 3.7% from FY 2022). Net loss: CN¥288.2m (down 392% from profit in FY 2022). Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in China.New Risk • Jan 22New 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 6.6% 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 (67% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).お知らせ • Jan 18Asiainfo Security Technologies Co.,Ltd. (SHSE:688225) agreed to acquire 22.87% stake in AsiaInfo Technologies Limited (SEHK:1675) from Skipper Investment Limited for HKD2.02 billion.Asiainfo Security Technologies Co.,Ltd. (SHSE:688225) agreed to acquire 22.87% stake in AsiaInfo Technologies Limited (SEHK:1675) from Skipper Investment Limited for HKD2.02 billion on January 16, 2024.Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Director Chengqing Huang was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Nov 02Third quarter 2023 earnings released: CN¥0.10 loss per share (vs CN¥0.01 profit in 3Q 2022)Third quarter 2023 results: CN¥0.10 loss per share (down from CN¥0.01 profit in 3Q 2022). Revenue: CN¥428.6m (down 1.7% from 3Q 2022). Net loss: CN¥39.9m (down CN¥44.0m from profit in 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.Major Estimate Revision • Nov 01Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥2.10b to CN¥2.04b. EPS estimate also fell from CN¥0.353 per share to CN¥0.313 per share. Net income forecast to grow 68% next year vs 91% growth forecast for Software industry in China. Consensus price target of CN¥27.74 unchanged from last update. Share price was steady at CN¥17.38 over the past week.Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.19 loss per share (vs CN¥0.24 loss in 2Q 2022)Second quarter 2023 results: CN¥0.19 loss per share (improved from CN¥0.24 loss in 2Q 2022). Revenue: CN¥327.0m (up 6.1% from 2Q 2022). Net loss: CN¥76.5m (loss narrowed 17% from 2Q 2022). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China.お知らせ • Jun 28Asiainfo Security Technologies Co.,Ltd. to Report First Half, 2023 Results on Aug 29, 2023Asiainfo Security Technologies Co.,Ltd. announced that they will report first half, 2023 results on Aug 29, 2023Reported Earnings • Apr 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.25 (down from CN¥0.50 in FY 2021). Revenue: CN¥1.72b (up 3.2% from FY 2021). Net income: CN¥98.6m (down 45% from FY 2021). Profit margin: 5.7% (down from 11% in FY 2021). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in China.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.50 in FY 2021)Full year 2022 results: EPS: CN¥0.24 (down from CN¥0.50 in FY 2021). Revenue: CN¥1.72b (up 3.4% from FY 2021). Net income: CN¥93.1m (down 48% from FY 2021). Profit margin: 5.4% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Software industry in China.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.01 (vs CN¥0.24 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.01 (down from CN¥0.24 in 3Q 2021). Revenue: CN¥435.8m (down 26% from 3Q 2021). Net income: CN¥4.13m (down 95% from 3Q 2021). Profit margin: 0.9% (down from 14% in 3Q 2021). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.Buying Opportunity • Sep 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CN¥22.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has declined by 100%. Revenue is forecast to grow by 80% in 2 years. Earnings is forecast to grow by 753,552% in the next 2 years.Reported Earnings • Aug 28Second quarter 2022 earnings released: CN¥0.24 loss per share (vs CN¥0.24 profit in 2Q 2021)Second quarter 2022 results: CN¥0.24 loss per share (down from CN¥0.24 profit in 2Q 2021). Revenue: CN¥308.2m (down 48% from 2Q 2021). Net loss: CN¥92.3m (down 208% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 44%, compared to a 33% growth forecast for the Software industry in China.Reported Earnings • May 02First quarter 2022 earnings released: CN¥0.20 loss per share (vs CN¥0.048 profit in 1Q 2021)First quarter 2022 results: CN¥0.20 loss per share (down from CN¥0.048 profit in 1Q 2021). Revenue: CN¥284.8m (down 33% from 1Q 2021). Net loss: CN¥78.3m (down 240% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 43%, compared to a 33% growth forecast for the industry in China.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥23.78, the stock trades at a trailing P/E ratio of 54x. Average trailing P/E is 45x in the Software industry in China.業績と収益の成長予測SHSE:688225 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20279,447246N/A351112/31/20268,69367N/A14713/31/20267,661-40557118N/A12/31/20257,741-446155224N/A9/30/20257,377-182280356N/A6/30/20256,058-154452521N/A3/31/20254,597-72605664N/A12/31/20243,595101,1081,145N/A9/30/20241,725-288-178-158N/A6/30/20241,706-312-321-283N/A3/31/20241,660-342-320-279N/A12/31/20231,608-291-423-379N/A9/30/20231,68454-515-467N/A6/30/20231,69198-342-298N/A3/31/20231,67282-382-341N/A12/31/20221,72198-309-261N/A9/30/20221,717-67-184-133N/A6/30/20221,7740-143-95N/A3/31/20221,693102-94-46N/A12/31/20211,66717991144N/A9/30/20211,4021351774N/A12/31/20201,275170182205N/A12/31/20191,077163N/A124N/A12/31/2018873106N/A174N/A12/31/201764920N/A160N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 688225は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.4% ) よりも高い成長率であると考えられます。収益対市場: 688225今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 688225今後 3 年以内に収益を上げることが予想されます。収益対市場: 688225の収益 ( 11.7% ) CN市場 ( 16.4% ) よりも低い成長が予測されています。高い収益成長: 688225の収益 ( 11.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 688225の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2026/05/26 07:15終値2026/05/26 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Asiainfo Security Technologies Co.,Ltd. 1 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。4 アナリスト機関Zeyuan YangCitic Securities Co., Ltd.Li XiongGuosen Securities Co., Ltd.Xin Jun MiaoTianfeng Securities Brokerage Co., Ltd1 その他のアナリストを表示
Major Estimate Revision • Nov 01Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥2.10b to CN¥2.04b. EPS estimate also fell from CN¥0.353 per share to CN¥0.313 per share. Net income forecast to grow 68% next year vs 91% growth forecast for Software industry in China. Consensus price target of CN¥27.74 unchanged from last update. Share price was steady at CN¥17.38 over the past week.
New Risk • May 04New major risk - Revenue and earnings growthEarnings have declined by 64% 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 • Apr 11Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: CN¥1.15 loss per share (down from CN¥0.025 profit in FY 2024). Revenue: CN¥7.74b (up 115% from FY 2024). Net loss: CN¥445.8m (down CN¥455.4m from profit in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 30Asiainfo Security Technologies Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Asiainfo Security Technologies Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
New Risk • Mar 23New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: CN¥1.14 loss per share (down from CN¥0.025 profit in FY 2024). Revenue: CN¥7.76b (up 116% from FY 2024). Net loss: CN¥442.0m (down CN¥451.5m from profit in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 26Asiainfo Security Technologies Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Asiainfo Security Technologies Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
Reported Earnings • Oct 29Third quarter 2025 earnings released: CN¥0.11 loss per share (vs CN¥0.045 loss in 3Q 2024)Third quarter 2025 results: CN¥0.11 loss per share (further deteriorated from CN¥0.045 loss in 3Q 2024). Revenue: CN¥1.77b (up 295% from 3Q 2024). Net loss: CN¥43.8m (loss widened 170% from 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 50% 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 30Asiainfo Security Technologies Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Asiainfo Security Technologies Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Reported Earnings • Aug 24Second quarter 2025 earnings released: CN¥0.34 loss per share (vs CN¥0.12 loss in 2Q 2024)Second quarter 2025 results: CN¥0.34 loss per share (further deteriorated from CN¥0.12 loss in 2Q 2024). Revenue: CN¥1.83b (up 392% from 2Q 2024). Net loss: CN¥128.8m (loss widened 179% from 2Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Jun 30Asiainfo Security Technologies Co.,Ltd. to Report First Half, 2025 Results on Aug 22, 2025Asiainfo Security Technologies Co.,Ltd. announced that they will report first half, 2025 results on Aug 22, 2025
お知らせ • May 30Asiainfo Security Technologies Co.,Ltd., Annual General Meeting, Jun 23, 2025Asiainfo Security Technologies Co.,Ltd., Annual General Meeting, Jun 23, 2025, at 14:00 China Standard Time.
Board Change • May 10Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Chengqing Huang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 29First quarter 2025 earnings released: CN¥0.57 loss per share (vs CN¥0.36 loss in 1Q 2024)First quarter 2025 results: CN¥0.57 loss per share (further deteriorated from CN¥0.36 loss in 1Q 2024). Revenue: CN¥1.29b (up 348% from 1Q 2024). Net loss: CN¥227.4m (loss widened 56% from 1Q 2024). Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 28Asiainfo Security Technologies Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Asiainfo Security Technologies Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
Reported Earnings • Mar 02Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.024 (up from CN¥0.73 loss in FY 2023). Revenue: CN¥3.74b (up 133% from FY 2023). Net income: CN¥9.41m (up CN¥300.5m from FY 2023). Profit margin: 0.3% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 43% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 15Market Cool On Asiainfo Security Technologies Co.,Ltd.'s (SHSE:688225) Revenues Pushing Shares 25% LowerAsiainfo Security Technologies Co.,Ltd. ( SHSE:688225 ) shares have retraced a considerable 25% in the last month...
お知らせ • Dec 27Asiainfo Security Technologies Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Asiainfo Security Technologies Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
分析記事 • Nov 27Asiainfo Security Technologies Co.,Ltd. (SHSE:688225) Shares Fly 30% But Investors Aren't Buying For GrowthDespite an already strong run, Asiainfo Security Technologies Co.,Ltd. ( SHSE:688225 ) shares have been powering on...
Reported Earnings • Nov 02Third quarter 2024 earnings released: CN¥0.045 loss per share (vs CN¥0.10 loss in 3Q 2023)Third quarter 2024 results: CN¥0.045 loss per share (improved from CN¥0.10 loss in 3Q 2023). Revenue: CN¥447.7m (up 4.4% from 3Q 2023). Net loss: CN¥16.2m (loss narrowed 59% from 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Software industry in China.
分析記事 • Oct 01Even With A 38% Surge, Cautious Investors Are Not Rewarding Asiainfo Security Technologies Co.,Ltd.'s (SHSE:688225) Performance CompletelyAsiainfo Security Technologies Co.,Ltd. ( SHSE:688225 ) shareholders would be excited to see that the share price has...
New Risk • Sep 30New 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 8.9% 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. This is currently the only risk that has been identified for the company.
お知らせ • Sep 30Asiainfo Security Technologies Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Asiainfo Security Technologies Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 24Second quarter 2024 earnings released: CN¥0.12 loss per share (vs CN¥0.19 loss in 2Q 2023)Second quarter 2024 results: CN¥0.12 loss per share (improved from CN¥0.19 loss in 2Q 2023). Revenue: CN¥372.4m (up 14% from 2Q 2023). Net loss: CN¥46.2m (loss narrowed 40% from 2Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.
New Risk • Jul 30New 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 7.4% 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. This is currently the only risk that has been identified for the company.
お知らせ • Jun 28Asiainfo Security Technologies Co.,Ltd. to Report First Half, 2024 Results on Aug 24, 2024Asiainfo Security Technologies Co.,Ltd. announced that they will report first half, 2024 results on Aug 24, 2024
お知らせ • May 01Asiainfo Security Technologies Co.,Ltd., Annual General Meeting, May 21, 2024Asiainfo Security Technologies Co.,Ltd., Annual General Meeting, May 21, 2024, at 14:00 China Standard Time.
分析記事 • Apr 29Is Asiainfo Security TechnologiesLtd (SHSE:688225) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.73 loss per share (down from CN¥0.25 profit in FY 2022). Revenue: CN¥1.61b (down 6.6% from FY 2022). Net loss: CN¥291.1m (down 395% from profit in FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in China.
お知らせ • Mar 29Asiainfo Security Technologies Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Asiainfo Security Technologies Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
分析記事 • Mar 07Market Might Still Lack Some Conviction On Asiainfo Security Technologies Co.,Ltd. (SHSE:688225) Even After 38% Share Price BoostThose holding Asiainfo Security Technologies Co.,Ltd. ( SHSE:688225 ) shares would be relieved that the share price has...
Reported Earnings • Feb 24Full year 2023 earnings released: CN¥0.73 loss per share (vs CN¥0.25 profit in FY 2022)Full year 2023 results: CN¥0.73 loss per share (down from CN¥0.25 profit in FY 2022). Revenue: CN¥1.66b (down 3.7% from FY 2022). Net loss: CN¥288.2m (down 392% from profit in FY 2022). Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in China.
New Risk • Jan 22New 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 6.6% 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 (67% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
お知らせ • Jan 18Asiainfo Security Technologies Co.,Ltd. (SHSE:688225) agreed to acquire 22.87% stake in AsiaInfo Technologies Limited (SEHK:1675) from Skipper Investment Limited for HKD2.02 billion.Asiainfo Security Technologies Co.,Ltd. (SHSE:688225) agreed to acquire 22.87% stake in AsiaInfo Technologies Limited (SEHK:1675) from Skipper Investment Limited for HKD2.02 billion on January 16, 2024.
Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Director Chengqing Huang was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Nov 02Third quarter 2023 earnings released: CN¥0.10 loss per share (vs CN¥0.01 profit in 3Q 2022)Third quarter 2023 results: CN¥0.10 loss per share (down from CN¥0.01 profit in 3Q 2022). Revenue: CN¥428.6m (down 1.7% from 3Q 2022). Net loss: CN¥39.9m (down CN¥44.0m from profit in 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.
Major Estimate Revision • Nov 01Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥2.10b to CN¥2.04b. EPS estimate also fell from CN¥0.353 per share to CN¥0.313 per share. Net income forecast to grow 68% next year vs 91% growth forecast for Software industry in China. Consensus price target of CN¥27.74 unchanged from last update. Share price was steady at CN¥17.38 over the past week.
Reported Earnings • Aug 31Second quarter 2023 earnings released: CN¥0.19 loss per share (vs CN¥0.24 loss in 2Q 2022)Second quarter 2023 results: CN¥0.19 loss per share (improved from CN¥0.24 loss in 2Q 2022). Revenue: CN¥327.0m (up 6.1% from 2Q 2022). Net loss: CN¥76.5m (loss narrowed 17% from 2Q 2022). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China.
お知らせ • Jun 28Asiainfo Security Technologies Co.,Ltd. to Report First Half, 2023 Results on Aug 29, 2023Asiainfo Security Technologies Co.,Ltd. announced that they will report first half, 2023 results on Aug 29, 2023
Reported Earnings • Apr 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.25 (down from CN¥0.50 in FY 2021). Revenue: CN¥1.72b (up 3.2% from FY 2021). Net income: CN¥98.6m (down 45% from FY 2021). Profit margin: 5.7% (down from 11% in FY 2021). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in China.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.50 in FY 2021)Full year 2022 results: EPS: CN¥0.24 (down from CN¥0.50 in FY 2021). Revenue: CN¥1.72b (up 3.4% from FY 2021). Net income: CN¥93.1m (down 48% from FY 2021). Profit margin: 5.4% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Software industry in China.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.01 (vs CN¥0.24 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.01 (down from CN¥0.24 in 3Q 2021). Revenue: CN¥435.8m (down 26% from 3Q 2021). Net income: CN¥4.13m (down 95% from 3Q 2021). Profit margin: 0.9% (down from 14% in 3Q 2021). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.
Buying Opportunity • Sep 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CN¥22.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has declined by 100%. Revenue is forecast to grow by 80% in 2 years. Earnings is forecast to grow by 753,552% in the next 2 years.
Reported Earnings • Aug 28Second quarter 2022 earnings released: CN¥0.24 loss per share (vs CN¥0.24 profit in 2Q 2021)Second quarter 2022 results: CN¥0.24 loss per share (down from CN¥0.24 profit in 2Q 2021). Revenue: CN¥308.2m (down 48% from 2Q 2021). Net loss: CN¥92.3m (down 208% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 44%, compared to a 33% growth forecast for the Software industry in China.
Reported Earnings • May 02First quarter 2022 earnings released: CN¥0.20 loss per share (vs CN¥0.048 profit in 1Q 2021)First quarter 2022 results: CN¥0.20 loss per share (down from CN¥0.048 profit in 1Q 2021). Revenue: CN¥284.8m (down 33% from 1Q 2021). Net loss: CN¥78.3m (down 240% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 43%, compared to a 33% growth forecast for the industry in China.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥23.78, the stock trades at a trailing P/E ratio of 54x. Average trailing P/E is 45x in the Software industry in China.