View ValuationTaiji Computer 将来の成長Future 基準チェック /36Taiji Computer利益と収益がそれぞれ年間115.5%と11.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.7% 115.7%なると予測されています。主要情報115.5%収益成長率115.66%EPS成長率IT 収益成長34.3%収益成長率11.7%将来の株主資本利益率5.68%アナリストカバレッジLow最終更新日01 May 2026今後の成長に関する最新情報Price Target Changed • May 04Price target decreased by 25% to CN¥27.06Down from CN¥36.11, the current price target is an average from 2 analysts. New target price is 57% above last closing price of CN¥17.24. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥0.72 next year compared to a net loss per share of CN¥1.22 last year.Price Target Changed • Nov 22Price target increased by 10% to CN¥39.74Up from CN¥36.11, the current price target is an average from 2 analysts. New target price is 68% above last closing price of CN¥23.70. Stock is down 12% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.31 last year.Price Target Changed • Apr 03Price target increased by 9.6% to CN¥31.77Up from CN¥28.98, the current price target is an average from 3 analysts. New target price is 27% above last closing price of CN¥25.10. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of CN¥0.76 for next year compared to CN¥0.31 last year.Price Target Changed • May 15Price target decreased by 10% to CN¥33.46Down from CN¥37.27, the current price target is an average from 3 analysts. New target price is 53% above last closing price of CN¥21.88. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.61 last year.分析記事 • Apr 21Taiji Computer Corporation Limited Just Missed EPS By 19%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Taiji Computer Corporation Limited ( SZSE:002368 ), given that the...Price Target Changed • Nov 02Price target decreased by 12% to CN¥42.97Down from CN¥48.70, the current price target is an average from 3 analysts. New target price is 52% above last closing price of CN¥28.30. Stock is up 7.6% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.65 last year.すべての更新を表示Recent updatesPrice Target Changed • May 04Price target decreased by 25% to CN¥27.06Down from CN¥36.11, the current price target is an average from 2 analysts. New target price is 57% above last closing price of CN¥17.24. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥0.72 next year compared to a net loss per share of CN¥1.22 last year.Reported Earnings • Apr 30First quarter 2026 earnings released: CN¥0.19 loss per share (vs CN¥0.026 profit in 1Q 2025)First quarter 2026 results: CN¥0.19 loss per share (down from CN¥0.026 profit in 1Q 2025). Revenue: CN¥885.6m (down 37% from 1Q 2025). Net loss: CN¥119.6m (down CN¥135.9m from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Apr 30Taiji Computer Corporation Limited, Annual General Meeting, May 21, 2026Taiji Computer Corporation Limited, Annual General Meeting, May 21, 2026, at 15:00 China Standard Time. Location: Meeting Center, Block C, China Dianke Taiji Information Industry Park, Yard No. 7, Rongda Road, Chaoyang District, Beijing Chinaお知らせ • Mar 31Taiji Computer Corporation Limited to Report Q1, 2026 Results on Apr 30, 2026Taiji Computer Corporation Limited announced that they will report Q1, 2026 results on Apr 30, 2026New Risk • Feb 02New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Dec 31Taiji Computer Corporation Limited to Report Fiscal Year 2025 Results on Apr 08, 2026Taiji Computer Corporation Limited announced that they will report fiscal year 2025 results on Apr 08, 2026Price Target Changed • Nov 22Price target increased by 10% to CN¥39.74Up from CN¥36.11, the current price target is an average from 2 analysts. New target price is 68% above last closing price of CN¥23.70. Stock is down 12% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.31 last year.お知らせ • Nov 20Taiji Computer Corporation Limited Approves Board ElectionsTaiji Computer Corporation Limited at its EGM held on November 18, 2025 approved election of Sun Ting as non-independent director and Li Zhanhuai as independent director.Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.009 loss per share (vs CN¥0.21 profit in 3Q 2024)Third quarter 2025 results: CN¥0.009 loss per share (down from CN¥0.21 profit in 3Q 2024). Revenue: CN¥1.08b (down 37% from 3Q 2024). Net loss: CN¥5.60m (down 104% from profit in 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Sep 30Taiji Computer Corporation Limited to Report Q3, 2025 Results on Oct 30, 2025Taiji Computer Corporation Limited announced that they will report Q3, 2025 results on Oct 30, 2025New Risk • Sep 20New 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. This is currently the only risk that has been identified for the company.Declared Dividend • Jul 06Dividend reduced to CN¥0.092Dividend of CN¥0.092 is 49% lower than last year. Ex-date: 10th July 2025 Payment date: 10th July 2025 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 135% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 02Taiji Computer Corporation Limited to Report First Half, 2025 Results on Aug 29, 2025Taiji Computer Corporation Limited announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Apr 04Taiji Computer Corporation Limited Proposes Final Cash Dividend for the Year 2024On 2 April, 2025, Taiji Computer Corporation Limited announced the profit distribution proposal for 2024 as follows: Cash dividend/10 shares (tax included): CNY 0.92500000.Price Target Changed • Apr 03Price target increased by 9.6% to CN¥31.77Up from CN¥28.98, the current price target is an average from 3 analysts. New target price is 27% above last closing price of CN¥25.10. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of CN¥0.76 for next year compared to CN¥0.31 last year.Reported Earnings • Apr 02Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.31 (down from CN¥0.61 in FY 2023). Revenue: CN¥7.84b (down 15% from FY 2023). Net income: CN¥191.1m (down 49% from FY 2023). Profit margin: 2.4% (down from 4.1% in FY 2023). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 16% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Apr 02Taiji Computer Corporation Limited, Annual General Meeting, May 15, 2025Taiji Computer Corporation Limited, Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: Meeting Center, Block C, China Dianke Taiji Information Industry Park, Yard No. 7, Rongda Road, Chaoyang District, Beijing Chinaお知らせ • Mar 31Taiji Computer Corporation Limited to Report Q1, 2025 Results on Apr 30, 2025Taiji Computer Corporation Limited announced that they will report Q1, 2025 results on Apr 30, 2025分析記事 • Mar 21Taiji Computer (SZSE:002368) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 10Taiji Computer Corporation Limited's (SZSE:002368) 25% Jump Shows Its Popularity With InvestorsTaiji Computer Corporation Limited ( SZSE:002368 ) shareholders are no doubt pleased to see that the share price has...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥26.52, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 36x in the IT industry in China. Total returns to shareholders of 11% over the past three years.お知らせ • Dec 31Taiji Computer Corporation Limited to Report Fiscal Year 2024 Results on Apr 02, 2025Taiji Computer Corporation Limited announced that they will report fiscal year 2024 results on Apr 02, 2025分析記事 • Dec 29Some Investors May Be Worried About Taiji Computer's (SZSE:002368) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥26.12, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 33x in the IT industry in China. Total loss to shareholders of 9.9% over the past three years.分析記事 • Nov 06Earnings Troubles May Signal Larger Issues for Taiji Computer (SZSE:002368) ShareholdersA lackluster earnings announcement from Taiji Computer Corporation Limited ( SZSE:002368 ) last week didn't sink the...Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.13 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.21 (up from CN¥0.13 in 3Q 2023). Revenue: CN¥1.72b (down 15% from 3Q 2023). Net income: CN¥130.6m (up 61% from 3Q 2023). Profit margin: 7.6% (up from 4.0% in 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Taiji Computer Corporation Limited to Report Q3, 2024 Results on Oct 31, 2024Taiji Computer Corporation Limited announced that they will report Q3, 2024 results on Oct 31, 2024分析記事 • Sep 27After Leaping 32% Taiji Computer Corporation Limited (SZSE:002368) Shares Are Not Flying Under The RadarThose holding Taiji Computer Corporation Limited ( SZSE:002368 ) shares would be relieved that the share price has...New Risk • Sep 27New 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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥18.66, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the IT industry in China. Total loss to shareholders of 21% over the past three years.New Risk • Aug 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.28 loss per share (vs CN¥0.038 profit in 2Q 2023)Second quarter 2024 results: CN¥0.28 loss per share (down from CN¥0.038 profit in 2Q 2023). Revenue: CN¥952.1m (down 30% from 2Q 2023). Net loss: CN¥175.2m (down CN¥198.5m from profit in 2Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.分析記事 • Jul 19Returns At Taiji Computer (SZSE:002368) Appear To Be Weighed DownWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥17.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the IT industry in China. Total loss to shareholders of 21% over the past three years.Declared Dividend • Jul 08Dividend reduced to CN¥0.18Dividend of CN¥0.18 is 0.7% lower than last year. Ex-date: 11th July 2024 Payment date: 11th July 2024 Dividend yield will be 0.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 112% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 01Market Participants Recognise Taiji Computer Corporation Limited's (SZSE:002368) EarningsWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") below 28x, you may consider Taiji...お知らせ • Jun 29Taiji Computer Corporation Limited to Report First Half, 2024 Results on Aug 31, 2024Taiji Computer Corporation Limited announced that they will report first half, 2024 results on Aug 31, 2024分析記事 • May 21Taiji Computer (SZSE:002368) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • May 15Price target decreased by 10% to CN¥33.46Down from CN¥37.27, the current price target is an average from 3 analysts. New target price is 53% above last closing price of CN¥21.88. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.61 last year.Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: CN¥0.026 (vs CN¥0.046 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.026 (down from CN¥0.046 in 1Q 2023). Revenue: CN¥1.66b (down 9.9% from 1Q 2023). Net income: CN¥16.3m (down 41% from 1Q 2023). Profit margin: 1.0% (down from 1.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Apr 25Taiji Computer (SZSE:002368) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Taiji Computer Corporation Limited ( SZSE:002368 ) were solid, but the stock didn't move...分析記事 • Apr 23Downgrade: Here's How Analysts See Taiji Computer Corporation Limited (SZSE:002368) Performing In The Near TermOne thing we could say about the analysts on Taiji Computer Corporation Limited ( SZSE:002368 ) - they aren't...分析記事 • Apr 21Taiji Computer Corporation Limited Just Missed EPS By 19%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Taiji Computer Corporation Limited ( SZSE:002368 ), given that the...お知らせ • Apr 19Taiji Computer Corporation Limited, Annual General Meeting, May 15, 2024Taiji Computer Corporation Limited, Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: Meeting Center, Tower C, China Dianke Taiji Information Industry Park, Yard No. 7, Rongda Road, Chaoyang District, Beijing ChinaReported Earnings • Apr 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.61 (down from CN¥0.65 in FY 2022). Revenue: CN¥9.19b (down 13% from FY 2022). Net income: CN¥375.2m (flat on FY 2022). Profit margin: 4.1% (up from 3.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 20% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.お知らせ • Mar 30Taiji Computer Corporation Limited to Report Q1, 2024 Results on Apr 30, 2024Taiji Computer Corporation Limited announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥24.28, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 17% over the past three years.分析記事 • Mar 04Taiji Computer Corporation Limited's (SZSE:002368) Shares Climb 26% But Its Business Is Yet to Catch UpThose holding Taiji Computer Corporation Limited ( SZSE:002368 ) shares would be relieved that the share price has...分析記事 • Feb 27The Returns At Taiji Computer (SZSE:002368) Aren't GrowingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥25.52, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the IT industry in China. Total returns to shareholders of 10% over the past three years.New Risk • Jan 25New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change). Shareholders have been diluted in the past year (5.3% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jan 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥24.60, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the IT industry in China. Total loss to shareholders of 13% over the past three years.お知らせ • Dec 30Taiji Computer Corporation Limited to Report Fiscal Year 2023 Results on Apr 18, 2024Taiji Computer Corporation Limited announced that they will report fiscal year 2023 results on Apr 18, 2024Price Target Changed • Nov 02Price target decreased by 12% to CN¥42.97Down from CN¥48.70, the current price target is an average from 3 analysts. New target price is 52% above last closing price of CN¥28.30. Stock is up 7.6% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.65 last year.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.14 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.13. Revenue: CN¥2.02b (down 5.6% from 3Q 2022). Net income: CN¥81.2m (flat on 3Q 2022). Profit margin: 4.0% (up from 3.8% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.038 (vs CN¥0.031 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.038 (up from CN¥0.031 in 2Q 2022). Revenue: CN¥1.36b (down 56% from 2Q 2022). Net income: CN¥23.3m (up 29% from 2Q 2022). Profit margin: 1.7% (up from 0.6% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.お知らせ • Jun 30Taiji Computer Corporation Limited Announces Final Profit Distribution Plan to Be Implemented (A Shares) for 2022, Payable on 06 July 2023Taiji Computer Corporation Limited announced 2022 final profit distribution plan to be implemented (A shares) Cash dividend/10 shares (tax included): CNY 1.82285400. Record date: 05 July 2023, Ex-date: 06 July 2023, Payment date: 06 July 2023.お知らせ • May 13Taiji Computer Corporation Limited Approves Cash Dividend for 2022Taiji Computer Corporation Limited at its AGM held on May 9, 2023, approved cash dividend of CNY 1.92000000 per 10 shares (tax included) for 2022.Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥43.00, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 65% over the past three years.Reported Earnings • Apr 08Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.65 (up from CN¥0.64 in FY 2021). Revenue: CN¥10.6b (flat on FY 2021). Net income: CN¥377.7m (up 1.2% from FY 2021). Profit margin: 3.6% (in line with FY 2021). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT 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 increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥44.60, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 33x in the IT industry in China. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.38 per share.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥35.38, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.66 per share.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥32.22, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.60 per share.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Senior VP & Director Guokuan Feng was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.10 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.14 (up from CN¥0.10 in 3Q 2021). Revenue: CN¥2.14b (down 36% from 3Q 2021). Net income: CN¥80.6m (up 39% from 3Q 2021). Profit margin: 3.8% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥19.43, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the IT industry in China. Total loss to shareholders of 7.6% over the past three years.Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥0.031 (vs CN¥0.015 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.031 (up from CN¥0.015 in 2Q 2021). Revenue: CN¥3.06b (up 45% from 2Q 2021). Net income: CN¥18.1m (up 113% from 2Q 2021). Profit margin: 0.6% (up from 0.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 27% growth forecast for the IT 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 8% per year, which means it is significantly lagging earnings.お知らせ • Jul 02Taiji Computer Corporation Limited Announces Final Cash Dividend for 2021, Payable on July 6, 2022Taiji Computer Corporation Limited announced Cash dividend per 10 shares (tax included) is CNY 1.93999700 for 2021. Record date is July 5, 2022. Ex-date is July 6, 2022. Payment date is July 6, 2022.お知らせ • May 13Taiji Computer Corporation Limited Approves the Final Cash Dividend for the Year 2021Taiji Computer Corporation Limited at its annual general meeting held on May 10, 2022 approved the final cash dividend/10 shares (tax included) of CNY 1.94000000 for the year 2021.Reported Earnings • Apr 30First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.032 (down from CN¥0.034 in 1Q 2021). Revenue: CN¥1.86b (up 19% from 1Q 2021). Net income: CN¥18.7m (down 5.1% from 1Q 2021). Profit margin: 1.0% (down from 1.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 22%, compared to a 25% growth forecast for the 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.Price Target Changed • Apr 27Price target decreased to CN¥28.35Down from CN¥48.00, the current price target is an average from 4 analysts. New target price is 68% above last closing price of CN¥16.88. Stock is down 19% over the past year. The company is forecast to post earnings per share of CN¥0.75 for next year compared to CN¥0.64 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. President & Director Yi Lu was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 16+ 1 more updateTaiji Computer Corporation Limited Proposes Final Cash Dividend for 2021Taiji Computer Corporation Limited proposed final cash dividend of CNY 1.94000000 per 10 shares (tax included) for 2021.Reported Earnings • Apr 16Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.64 (up from CN¥0.64 in FY 2020). Revenue: CN¥10.5b (up 23% from FY 2020). Net income: CN¥373.1m (up 1.2% from FY 2020). Profit margin: 3.6% (down from 4.3% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 24%, compared to a 24% growth forecast for the 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.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥24.11, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.49 per share.Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. President & Director Yi Lu was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.10 (vs CN¥0.097 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¥3.32b (up 92% from 3Q 2020). Net income: CN¥57.9m (up 3.3% from 3Q 2020). Profit margin: 1.7% (down from 3.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥29.08, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 63% over the past three years.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥25.48, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 15% over the past three years.Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.015 (vs CN¥0.014 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥2.12b (up 30% from 2Q 2020). Net income: CN¥8.49m (up 5.7% from 2Q 2020). Profit margin: 0.4% (down from 0.5% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 21Taiji Computer Corporation Limited Approves the Final Cash Dividend for the Year 2020Taiji Computer Corporation Limited at its annual general meeting held on May 18, 2021 approved the final cash dividend/10 shares (tax included) of CNY 1.91000000 for the year 2020.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.034 (vs CN¥0.024 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.57b (up 15% from 1Q 2020). Net income: CN¥19.7m (up 41% from 1Q 2020). Profit margin: 1.3% (up from 1.0% in 1Q 2020). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 13Price target decreased to CN¥28.35Down from CN¥48.00, the current price target is an average from 2 analysts. New target price is 29% above last closing price of CN¥22.06. Stock is down 14% over the past year.Reported Earnings • Apr 10Full year 2020 earnings released: EPS CN¥0.64 (vs CN¥0.58 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥8.53b (up 21% from FY 2019). Net income: CN¥368.7m (up 9.9% from FY 2019). Profit margin: 4.3% (down from 4.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 12New 90-day low: CN¥20.31The company is down 28% from its price of CN¥28.10 on 11 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.15 per share.お知らせ • Feb 24Taiji Computer Corporation Limited to Report Fiscal Year 2020 Results on Apr 10, 2021Taiji Computer Corporation Limited announced that they will report fiscal year 2020 results on Apr 10, 2021Is New 90 Day High Low • Jan 29New 90-day low: CN¥23.67The company is down 12% from its price of CN¥26.80 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.20 per share.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥28.72, the stock is trading at a trailing P/E ratio of 49.8x, up from the previous P/E ratio of 42.7x. This compares to an average P/E of 61x in the IT industry in China. Total returns to shareholders over the past three years are 61%.Is New 90 Day High Low • Dec 25New 90-day low: CN¥25.49The company is down 9.0% from its price of CN¥28.16 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.53 per share.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥337.3m, up 4.4% from the prior year. Total revenue was CN¥7.20b over the last 12 months, up 7.2% from the prior year.Is New 90 Day High Low • Oct 21New 90-day low: CN¥27.39The company is down 19% from its price of CN¥33.93 on 23 July 2020. The Chinese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.14 per share.お知らせ • Sep 23CLP Taiji (Group) Co., Ltd. completed the acquisition of 33.2% stake in Taiji Computer Corporation Limited (SZSE:002368) from North China Institute of Computer Technology.CLP Taiji (Group) Co., Ltd. signed the conditional agreement to acquire 33.2% stake in Taiji Computer Corporation Limited (SZSE:002368) from North China Institute of Computer Technology for nil consideration on November 25, 2019. CLP Taiji (Group) Co., Ltd. will acquire 137 million shares for free. After the transfer of shares is completed, CLP Taiji (Group) Co., Ltd. will directly hold 137 million shares in Taiji Computer Corporation and North China Institute of Computer Technology will hold 23.8 million shares. CLP Taiji (Group) Co., Ltd. completed the acquisition of 33.2% stake in Taiji Computer Corporation Limited (SZSE:002368) from North China Institute of Computer Technology on July 3, 2020. CLP Taiji (Group) Co., Ltd. now directly holds 137 million shares of Taiji Computer Corporation and has control over 160.8 million shares of Taiji Computer Corporation. The actual controller of Taiji Computer Corporation is China Electronics Technology Group Corporation.お知らせ • Aug 12Taiji Computer Corporation Limited to Report First Half, 2020 Results on Aug 28, 2020Taiji Computer Corporation Limited announced that they will report first half, 2020 results on Aug 28, 2020業績と収益の成長予測SZSE:002368 - 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12/31/202810,330454N/A-89112/31/20279,176176N/A1,153112/31/20268,279-14N/A-45213/31/20267,453-885-390-43N/A12/31/20257,789-763-24385N/A9/30/20258,189227-750-418N/A6/30/20258,830363-648-371N/A3/31/20257,397195-280-67N/A12/31/20247,836208-450-207N/A9/30/20248,311215-465-266N/A6/30/20248,607166-882-674N/A3/31/20249,011364-820-587N/A12/31/20239,195375-783-555N/A9/30/20238,760391-33172N/A6/30/20238,879390131355N/A3/31/202310,587385-122123N/A1/1/202310,601376-88162N/A9/30/202210,564404287662N/A6/30/202211,743382590958N/A3/31/202210,7973728881,232N/A1/1/202210,505373414739N/A9/30/202110,811377286477N/A6/30/20219,22037525211N/A3/31/20218,734374-15018N/A12/31/20208,5333699381,084N/A9/30/20207,203337-276-129N/A6/30/20207,047336-543-412N/A3/31/20206,869330-398-273N/A12/31/20197,063335N/A-283N/A9/30/20196,716323N/A296N/A6/30/20196,333318N/A237N/A3/31/20196,151317N/A286N/A12/31/20186,016316N/A680N/A9/30/20185,545296N/A92N/A6/30/20185,611293N/A393N/A3/31/20185,432293N/A154N/A12/31/20175,300292N/A321N/A9/30/20175,872303N/A127N/A6/30/20175,402303N/A141N/A3/31/20175,336302N/A244N/A12/31/20165,219302N/A91N/A9/30/20165,295206N/A178N/A6/30/20165,391203N/A-17N/A3/31/20165,159206N/A408N/A12/31/20154,829202N/A248N/A9/30/20153,949170N/A127N/A6/30/20153,887147N/A259N/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: 002368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: 002368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: 002368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: 002368の収益 ( 11.7% ) CN市場 ( 15.7% ) よりも低い成長が予測されています。高い収益成長: 002368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: 002368の 自己資本利益率 は、3年後には低くなると予測されています ( 5.7 %)。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2026/05/12 13:14終値2026/05/12 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Taiji Computer Corporation Limited 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。5 アナリスト機関Rui HanChina International Capital Corporation LimitedHongda ZhengHaitong International Research LimitedYa Li GuoHuatai Research2 その他のアナリストを表示
Price Target Changed • May 04Price target decreased by 25% to CN¥27.06Down from CN¥36.11, the current price target is an average from 2 analysts. New target price is 57% above last closing price of CN¥17.24. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥0.72 next year compared to a net loss per share of CN¥1.22 last year.
Price Target Changed • Nov 22Price target increased by 10% to CN¥39.74Up from CN¥36.11, the current price target is an average from 2 analysts. New target price is 68% above last closing price of CN¥23.70. Stock is down 12% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.31 last year.
Price Target Changed • Apr 03Price target increased by 9.6% to CN¥31.77Up from CN¥28.98, the current price target is an average from 3 analysts. New target price is 27% above last closing price of CN¥25.10. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of CN¥0.76 for next year compared to CN¥0.31 last year.
Price Target Changed • May 15Price target decreased by 10% to CN¥33.46Down from CN¥37.27, the current price target is an average from 3 analysts. New target price is 53% above last closing price of CN¥21.88. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.61 last year.
分析記事 • Apr 21Taiji Computer Corporation Limited Just Missed EPS By 19%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Taiji Computer Corporation Limited ( SZSE:002368 ), given that the...
Price Target Changed • Nov 02Price target decreased by 12% to CN¥42.97Down from CN¥48.70, the current price target is an average from 3 analysts. New target price is 52% above last closing price of CN¥28.30. Stock is up 7.6% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.65 last year.
Price Target Changed • May 04Price target decreased by 25% to CN¥27.06Down from CN¥36.11, the current price target is an average from 2 analysts. New target price is 57% above last closing price of CN¥17.24. Stock is down 28% over the past year. The company is forecast to post earnings per share of CN¥0.72 next year compared to a net loss per share of CN¥1.22 last year.
Reported Earnings • Apr 30First quarter 2026 earnings released: CN¥0.19 loss per share (vs CN¥0.026 profit in 1Q 2025)First quarter 2026 results: CN¥0.19 loss per share (down from CN¥0.026 profit in 1Q 2025). Revenue: CN¥885.6m (down 37% from 1Q 2025). Net loss: CN¥119.6m (down CN¥135.9m from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 30Taiji Computer Corporation Limited, Annual General Meeting, May 21, 2026Taiji Computer Corporation Limited, Annual General Meeting, May 21, 2026, at 15:00 China Standard Time. Location: Meeting Center, Block C, China Dianke Taiji Information Industry Park, Yard No. 7, Rongda Road, Chaoyang District, Beijing China
お知らせ • Mar 31Taiji Computer Corporation Limited to Report Q1, 2026 Results on Apr 30, 2026Taiji Computer Corporation Limited announced that they will report Q1, 2026 results on Apr 30, 2026
New Risk • Feb 02New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Dec 31Taiji Computer Corporation Limited to Report Fiscal Year 2025 Results on Apr 08, 2026Taiji Computer Corporation Limited announced that they will report fiscal year 2025 results on Apr 08, 2026
Price Target Changed • Nov 22Price target increased by 10% to CN¥39.74Up from CN¥36.11, the current price target is an average from 2 analysts. New target price is 68% above last closing price of CN¥23.70. Stock is down 12% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.31 last year.
お知らせ • Nov 20Taiji Computer Corporation Limited Approves Board ElectionsTaiji Computer Corporation Limited at its EGM held on November 18, 2025 approved election of Sun Ting as non-independent director and Li Zhanhuai as independent director.
Reported Earnings • Oct 30Third quarter 2025 earnings released: CN¥0.009 loss per share (vs CN¥0.21 profit in 3Q 2024)Third quarter 2025 results: CN¥0.009 loss per share (down from CN¥0.21 profit in 3Q 2024). Revenue: CN¥1.08b (down 37% from 3Q 2024). Net loss: CN¥5.60m (down 104% from profit in 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Sep 30Taiji Computer Corporation Limited to Report Q3, 2025 Results on Oct 30, 2025Taiji Computer Corporation Limited announced that they will report Q3, 2025 results on Oct 30, 2025
New Risk • Sep 20New 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. This is currently the only risk that has been identified for the company.
Declared Dividend • Jul 06Dividend reduced to CN¥0.092Dividend of CN¥0.092 is 49% lower than last year. Ex-date: 10th July 2025 Payment date: 10th July 2025 Dividend yield will be 0.4%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 135% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 02Taiji Computer Corporation Limited to Report First Half, 2025 Results on Aug 29, 2025Taiji Computer Corporation Limited announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Apr 04Taiji Computer Corporation Limited Proposes Final Cash Dividend for the Year 2024On 2 April, 2025, Taiji Computer Corporation Limited announced the profit distribution proposal for 2024 as follows: Cash dividend/10 shares (tax included): CNY 0.92500000.
Price Target Changed • Apr 03Price target increased by 9.6% to CN¥31.77Up from CN¥28.98, the current price target is an average from 3 analysts. New target price is 27% above last closing price of CN¥25.10. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of CN¥0.76 for next year compared to CN¥0.31 last year.
Reported Earnings • Apr 02Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.31 (down from CN¥0.61 in FY 2023). Revenue: CN¥7.84b (down 15% from FY 2023). Net income: CN¥191.1m (down 49% from FY 2023). Profit margin: 2.4% (down from 4.1% in FY 2023). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 16% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Apr 02Taiji Computer Corporation Limited, Annual General Meeting, May 15, 2025Taiji Computer Corporation Limited, Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: Meeting Center, Block C, China Dianke Taiji Information Industry Park, Yard No. 7, Rongda Road, Chaoyang District, Beijing China
お知らせ • Mar 31Taiji Computer Corporation Limited to Report Q1, 2025 Results on Apr 30, 2025Taiji Computer Corporation Limited announced that they will report Q1, 2025 results on Apr 30, 2025
分析記事 • Mar 21Taiji Computer (SZSE:002368) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Feb 10Taiji Computer Corporation Limited's (SZSE:002368) 25% Jump Shows Its Popularity With InvestorsTaiji Computer Corporation Limited ( SZSE:002368 ) shareholders are no doubt pleased to see that the share price has...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥26.52, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 36x in the IT industry in China. Total returns to shareholders of 11% over the past three years.
お知らせ • Dec 31Taiji Computer Corporation Limited to Report Fiscal Year 2024 Results on Apr 02, 2025Taiji Computer Corporation Limited announced that they will report fiscal year 2024 results on Apr 02, 2025
分析記事 • Dec 29Some Investors May Be Worried About Taiji Computer's (SZSE:002368) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥26.12, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 33x in the IT industry in China. Total loss to shareholders of 9.9% over the past three years.
分析記事 • Nov 06Earnings Troubles May Signal Larger Issues for Taiji Computer (SZSE:002368) ShareholdersA lackluster earnings announcement from Taiji Computer Corporation Limited ( SZSE:002368 ) last week didn't sink the...
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.13 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.21 (up from CN¥0.13 in 3Q 2023). Revenue: CN¥1.72b (down 15% from 3Q 2023). Net income: CN¥130.6m (up 61% from 3Q 2023). Profit margin: 7.6% (up from 4.0% in 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Taiji Computer Corporation Limited to Report Q3, 2024 Results on Oct 31, 2024Taiji Computer Corporation Limited announced that they will report Q3, 2024 results on Oct 31, 2024
分析記事 • Sep 27After Leaping 32% Taiji Computer Corporation Limited (SZSE:002368) Shares Are Not Flying Under The RadarThose holding Taiji Computer Corporation Limited ( SZSE:002368 ) shares would be relieved that the share price has...
New Risk • Sep 27New 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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥18.66, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the IT industry in China. Total loss to shareholders of 21% over the past three years.
New Risk • Aug 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).
Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.28 loss per share (vs CN¥0.038 profit in 2Q 2023)Second quarter 2024 results: CN¥0.28 loss per share (down from CN¥0.038 profit in 2Q 2023). Revenue: CN¥952.1m (down 30% from 2Q 2023). Net loss: CN¥175.2m (down CN¥198.5m from profit in 2Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
分析記事 • Jul 19Returns At Taiji Computer (SZSE:002368) Appear To Be Weighed DownWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥17.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the IT industry in China. Total loss to shareholders of 21% over the past three years.
Declared Dividend • Jul 08Dividend reduced to CN¥0.18Dividend of CN¥0.18 is 0.7% lower than last year. Ex-date: 11th July 2024 Payment date: 11th July 2024 Dividend yield will be 0.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 112% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 01Market Participants Recognise Taiji Computer Corporation Limited's (SZSE:002368) EarningsWhen close to half the companies in China have price-to-earnings ratios (or "P/E's") below 28x, you may consider Taiji...
お知らせ • Jun 29Taiji Computer Corporation Limited to Report First Half, 2024 Results on Aug 31, 2024Taiji Computer Corporation Limited announced that they will report first half, 2024 results on Aug 31, 2024
分析記事 • May 21Taiji Computer (SZSE:002368) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • May 15Price target decreased by 10% to CN¥33.46Down from CN¥37.27, the current price target is an average from 3 analysts. New target price is 53% above last closing price of CN¥21.88. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.61 last year.
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: CN¥0.026 (vs CN¥0.046 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.026 (down from CN¥0.046 in 1Q 2023). Revenue: CN¥1.66b (down 9.9% from 1Q 2023). Net income: CN¥16.3m (down 41% from 1Q 2023). Profit margin: 1.0% (down from 1.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Apr 25Taiji Computer (SZSE:002368) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Taiji Computer Corporation Limited ( SZSE:002368 ) were solid, but the stock didn't move...
分析記事 • Apr 23Downgrade: Here's How Analysts See Taiji Computer Corporation Limited (SZSE:002368) Performing In The Near TermOne thing we could say about the analysts on Taiji Computer Corporation Limited ( SZSE:002368 ) - they aren't...
分析記事 • Apr 21Taiji Computer Corporation Limited Just Missed EPS By 19%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Taiji Computer Corporation Limited ( SZSE:002368 ), given that the...
お知らせ • Apr 19Taiji Computer Corporation Limited, Annual General Meeting, May 15, 2024Taiji Computer Corporation Limited, Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: Meeting Center, Tower C, China Dianke Taiji Information Industry Park, Yard No. 7, Rongda Road, Chaoyang District, Beijing China
Reported Earnings • Apr 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.61 (down from CN¥0.65 in FY 2022). Revenue: CN¥9.19b (down 13% from FY 2022). Net income: CN¥375.2m (flat on FY 2022). Profit margin: 4.1% (up from 3.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 20% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.
お知らせ • Mar 30Taiji Computer Corporation Limited to Report Q1, 2024 Results on Apr 30, 2024Taiji Computer Corporation Limited announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥24.28, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 17% over the past three years.
分析記事 • Mar 04Taiji Computer Corporation Limited's (SZSE:002368) Shares Climb 26% But Its Business Is Yet to Catch UpThose holding Taiji Computer Corporation Limited ( SZSE:002368 ) shares would be relieved that the share price has...
分析記事 • Feb 27The Returns At Taiji Computer (SZSE:002368) Aren't GrowingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥25.52, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the IT industry in China. Total returns to shareholders of 10% over the past three years.
New Risk • Jan 25New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change). Shareholders have been diluted in the past year (5.3% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥24.60, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the IT industry in China. Total loss to shareholders of 13% over the past three years.
お知らせ • Dec 30Taiji Computer Corporation Limited to Report Fiscal Year 2023 Results on Apr 18, 2024Taiji Computer Corporation Limited announced that they will report fiscal year 2023 results on Apr 18, 2024
Price Target Changed • Nov 02Price target decreased by 12% to CN¥42.97Down from CN¥48.70, the current price target is an average from 3 analysts. New target price is 52% above last closing price of CN¥28.30. Stock is up 7.6% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.65 last year.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.14 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.13. Revenue: CN¥2.02b (down 5.6% from 3Q 2022). Net income: CN¥81.2m (flat on 3Q 2022). Profit margin: 4.0% (up from 3.8% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.038 (vs CN¥0.031 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.038 (up from CN¥0.031 in 2Q 2022). Revenue: CN¥1.36b (down 56% from 2Q 2022). Net income: CN¥23.3m (up 29% from 2Q 2022). Profit margin: 1.7% (up from 0.6% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Jun 30Taiji Computer Corporation Limited Announces Final Profit Distribution Plan to Be Implemented (A Shares) for 2022, Payable on 06 July 2023Taiji Computer Corporation Limited announced 2022 final profit distribution plan to be implemented (A shares) Cash dividend/10 shares (tax included): CNY 1.82285400. Record date: 05 July 2023, Ex-date: 06 July 2023, Payment date: 06 July 2023.
お知らせ • May 13Taiji Computer Corporation Limited Approves Cash Dividend for 2022Taiji Computer Corporation Limited at its AGM held on May 9, 2023, approved cash dividend of CNY 1.92000000 per 10 shares (tax included) for 2022.
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥43.00, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Apr 08Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.65 (up from CN¥0.64 in FY 2021). Revenue: CN¥10.6b (flat on FY 2021). Net income: CN¥377.7m (up 1.2% from FY 2021). Profit margin: 3.6% (in line with FY 2021). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT 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 increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥44.60, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 33x in the IT industry in China. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.38 per share.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥35.38, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥24.66 per share.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥32.22, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.60 per share.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Senior VP & Director Guokuan Feng was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.10 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.14 (up from CN¥0.10 in 3Q 2021). Revenue: CN¥2.14b (down 36% from 3Q 2021). Net income: CN¥80.6m (up 39% from 3Q 2021). Profit margin: 3.8% (up from 1.7% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥19.43, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the IT industry in China. Total loss to shareholders of 7.6% over the past three years.
Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥0.031 (vs CN¥0.015 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.031 (up from CN¥0.015 in 2Q 2021). Revenue: CN¥3.06b (up 45% from 2Q 2021). Net income: CN¥18.1m (up 113% from 2Q 2021). Profit margin: 0.6% (up from 0.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 27% growth forecast for the IT 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 8% per year, which means it is significantly lagging earnings.
お知らせ • Jul 02Taiji Computer Corporation Limited Announces Final Cash Dividend for 2021, Payable on July 6, 2022Taiji Computer Corporation Limited announced Cash dividend per 10 shares (tax included) is CNY 1.93999700 for 2021. Record date is July 5, 2022. Ex-date is July 6, 2022. Payment date is July 6, 2022.
お知らせ • May 13Taiji Computer Corporation Limited Approves the Final Cash Dividend for the Year 2021Taiji Computer Corporation Limited at its annual general meeting held on May 10, 2022 approved the final cash dividend/10 shares (tax included) of CNY 1.94000000 for the year 2021.
Reported Earnings • Apr 30First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: CN¥0.032 (down from CN¥0.034 in 1Q 2021). Revenue: CN¥1.86b (up 19% from 1Q 2021). Net income: CN¥18.7m (down 5.1% from 1Q 2021). Profit margin: 1.0% (down from 1.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 22%, compared to a 25% growth forecast for the 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.
Price Target Changed • Apr 27Price target decreased to CN¥28.35Down from CN¥48.00, the current price target is an average from 4 analysts. New target price is 68% above last closing price of CN¥16.88. Stock is down 19% over the past year. The company is forecast to post earnings per share of CN¥0.75 for next year compared to CN¥0.64 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. President & Director Yi Lu was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 16+ 1 more updateTaiji Computer Corporation Limited Proposes Final Cash Dividend for 2021Taiji Computer Corporation Limited proposed final cash dividend of CNY 1.94000000 per 10 shares (tax included) for 2021.
Reported Earnings • Apr 16Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.64 (up from CN¥0.64 in FY 2020). Revenue: CN¥10.5b (up 23% from FY 2020). Net income: CN¥373.1m (up 1.2% from FY 2020). Profit margin: 3.6% (down from 4.3% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 24%, compared to a 24% growth forecast for the 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.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥24.11, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.49 per share.
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. President & Director Yi Lu was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.10 (vs CN¥0.097 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¥3.32b (up 92% from 3Q 2020). Net income: CN¥57.9m (up 3.3% from 3Q 2020). Profit margin: 1.7% (down from 3.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥29.08, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 28x in the IT industry in China. Total returns to shareholders of 63% over the past three years.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥25.48, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the IT industry in China. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Aug 31Second quarter 2021 earnings released: EPS CN¥0.015 (vs CN¥0.014 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥2.12b (up 30% from 2Q 2020). Net income: CN¥8.49m (up 5.7% from 2Q 2020). Profit margin: 0.4% (down from 0.5% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 21Taiji Computer Corporation Limited Approves the Final Cash Dividend for the Year 2020Taiji Computer Corporation Limited at its annual general meeting held on May 18, 2021 approved the final cash dividend/10 shares (tax included) of CNY 1.91000000 for the year 2020.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.034 (vs CN¥0.024 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.57b (up 15% from 1Q 2020). Net income: CN¥19.7m (up 41% from 1Q 2020). Profit margin: 1.3% (up from 1.0% in 1Q 2020). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 13Price target decreased to CN¥28.35Down from CN¥48.00, the current price target is an average from 2 analysts. New target price is 29% above last closing price of CN¥22.06. Stock is down 14% over the past year.
Reported Earnings • Apr 10Full year 2020 earnings released: EPS CN¥0.64 (vs CN¥0.58 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥8.53b (up 21% from FY 2019). Net income: CN¥368.7m (up 9.9% from FY 2019). Profit margin: 4.3% (down from 4.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 12New 90-day low: CN¥20.31The company is down 28% from its price of CN¥28.10 on 11 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.15 per share.
お知らせ • Feb 24Taiji Computer Corporation Limited to Report Fiscal Year 2020 Results on Apr 10, 2021Taiji Computer Corporation Limited announced that they will report fiscal year 2020 results on Apr 10, 2021
Is New 90 Day High Low • Jan 29New 90-day low: CN¥23.67The company is down 12% from its price of CN¥26.80 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.20 per share.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥28.72, the stock is trading at a trailing P/E ratio of 49.8x, up from the previous P/E ratio of 42.7x. This compares to an average P/E of 61x in the IT industry in China. Total returns to shareholders over the past three years are 61%.
Is New 90 Day High Low • Dec 25New 90-day low: CN¥25.49The company is down 9.0% from its price of CN¥28.16 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.53 per share.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥337.3m, up 4.4% from the prior year. Total revenue was CN¥7.20b over the last 12 months, up 7.2% from the prior year.
Is New 90 Day High Low • Oct 21New 90-day low: CN¥27.39The company is down 19% from its price of CN¥33.93 on 23 July 2020. The Chinese market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.14 per share.
お知らせ • Sep 23CLP Taiji (Group) Co., Ltd. completed the acquisition of 33.2% stake in Taiji Computer Corporation Limited (SZSE:002368) from North China Institute of Computer Technology.CLP Taiji (Group) Co., Ltd. signed the conditional agreement to acquire 33.2% stake in Taiji Computer Corporation Limited (SZSE:002368) from North China Institute of Computer Technology for nil consideration on November 25, 2019. CLP Taiji (Group) Co., Ltd. will acquire 137 million shares for free. After the transfer of shares is completed, CLP Taiji (Group) Co., Ltd. will directly hold 137 million shares in Taiji Computer Corporation and North China Institute of Computer Technology will hold 23.8 million shares. CLP Taiji (Group) Co., Ltd. completed the acquisition of 33.2% stake in Taiji Computer Corporation Limited (SZSE:002368) from North China Institute of Computer Technology on July 3, 2020. CLP Taiji (Group) Co., Ltd. now directly holds 137 million shares of Taiji Computer Corporation and has control over 160.8 million shares of Taiji Computer Corporation. The actual controller of Taiji Computer Corporation is China Electronics Technology Group Corporation.
お知らせ • Aug 12Taiji Computer Corporation Limited to Report First Half, 2020 Results on Aug 28, 2020Taiji Computer Corporation Limited announced that they will report first half, 2020 results on Aug 28, 2020