View ValuationGlodon 将来の成長Future 基準チェック /26Glodon利益と収益がそれぞれ年間21.7%と9.4%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11.2% 21.5%なると予測されています。主要情報21.7%収益成長率21.53%EPS成長率Software 収益成長34.2%収益成長率9.4%将来の株主資本利益率11.19%アナリストカバレッジGood最終更新日06 May 2026今後の成長に関する最新情報Major Estimate Revision • Mar 10Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥0.315 to CN¥0.273 per share. Revenue forecast steady at CN¥6.23b. Net income forecast to grow 78% next year vs 56% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥14.18. Share price was steady at CN¥12.94 over the past week.Major Estimate Revision • Mar 31Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥6.78b to CN¥6.43b. EPS estimate also fell from CN¥0.407 per share to CN¥0.347 per share. Net income forecast to grow 129% next year vs 59% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥13.07. Share price rose 7.1% to CN¥14.49 over the past week.分析記事 • Mar 26Glodon Company Limited Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, Glodon Company Limited ( SZSE:002410 ) last week released its latest annual, and things did not turn...Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from CN¥0.221 to CN¥0.254. Revenue forecast steady at CN¥6.41b. Net income forecast to grow 818% next year vs 63% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥12.58. Share price rose 8.9% to CN¥12.72 over the past week.Price Target Changed • Nov 29Price target increased by 7.1% to CN¥13.19Up from CN¥12.31, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of CN¥12.85. Stock is down 35% over the past year. The company is forecast to post earnings per share of CN¥0.26 for next year compared to CN¥0.07 last year.Major Estimate Revision • Nov 06Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.61b to CN¥6.28b. EPS estimate also fell from CN¥0.315 per share to CN¥0.264 per share. Net income forecast to grow 862% next year vs 67% growth forecast for Software industry in China. Consensus price target up from CN¥12.31 to CN¥13.04. Share price fell 7.5% to CN¥13.78 over the past week.すべての更新を表示Recent updatesReported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: CN¥0.021 (up from CN¥0.018 in 1Q 2025). Revenue: CN¥1.16b (down 5.3% from 1Q 2025). Net income: CN¥34.2m (up 15% from 1Q 2025). Profit margin: 3.0% (up from 2.4% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 58%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 32% per year whereas the company’s share price has fallen by 36% per year.お知らせ • Mar 31Glodon Company Limited to Report Q1, 2026 Results on Apr 24, 2026Glodon Company Limited announced that they will report Q1, 2026 results on Apr 24, 2026Reported Earnings • Mar 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.25 (up from CN¥0.15 in FY 2024). Revenue: CN¥6.10b (down 2.0% from FY 2024). Net income: CN¥405.1m (up 62% from FY 2024). Profit margin: 6.6% (up from 4.0% in FY 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 9.8%. Revenue is forecast to grow 11% 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 51% per year but the company’s share price has only fallen by 39% per year, which means it has not declined as severely as earnings.New Risk • Mar 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Mar 23Glodon Company Limited, Annual General Meeting, Apr 23, 2026Glodon Company Limited, Annual General Meeting, Apr 23, 2026, at 09:00 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaMajor Estimate Revision • Mar 10Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥0.315 to CN¥0.273 per share. Revenue forecast steady at CN¥6.23b. Net income forecast to grow 78% next year vs 56% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥14.18. Share price was steady at CN¥12.94 over the past week.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥14.87, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 55x in the Software industry in China. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.40 per share.お知らせ • Dec 31Glodon Company Limited to Report Fiscal Year 2025 Results on Mar 24, 2026Glodon Company Limited announced that they will report fiscal year 2025 results on Mar 24, 2026Reported Earnings • Oct 24Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: CN¥0.045 (up from CN¥0.013 in 3Q 2024). Revenue: CN¥1.50b (up 5.0% from 3Q 2024). Net income: CN¥74.0m (up 245% from 3Q 2024). Profit margin: 4.9% (up from 1.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 8.3% 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 61% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Glodon Company Limited to Report Q3, 2025 Results on Oct 24, 2025Glodon Company Limited announced that they will report Q3, 2025 results on Oct 24, 2025Reported Earnings • Aug 26Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: CN¥0.13 (up from CN¥0.11 in 2Q 2024). Revenue: CN¥1.57b (down 5.2% from 2Q 2024). Net income: CN¥207.3m (up 12% from 2Q 2024). Profit margin: 13% (up from 11% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.9%. Earnings per share (EPS) exceeded analyst estimates by 200%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.お知らせ • Jul 02Glodon Company Limited to Report First Half, 2025 Results on Aug 26, 2025Glodon Company Limited announced that they will report first half, 2025 results on Aug 26, 2025Declared Dividend • May 25Dividend increased to CN¥0.15Dividend of CN¥0.15 is 114% higher than last year. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share is expected to grow by 108% over the next 3 years, which should maintain adequate earnings cover for the dividend.Reported Earnings • Apr 29First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: CN¥0.018 (up from CN¥0.004 in 1Q 2024). Revenue: CN¥1.23b (down 5.2% from 1Q 2024). Net income: CN¥29.8m (up 391% from 1Q 2024). Profit margin: 2.4% (up from 0.5% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) missed analyst estimates by 61%. Revenue is forecast to grow 6.7% 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 61% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.お知らせ • Mar 31Glodon Company Limited to Report Q1, 2025 Results on Apr 29, 2025Glodon Company Limited announced that they will report Q1, 2025 results on Apr 29, 2025Major Estimate Revision • Mar 31Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥6.78b to CN¥6.43b. EPS estimate also fell from CN¥0.407 per share to CN¥0.347 per share. Net income forecast to grow 129% next year vs 59% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥13.07. Share price rose 7.1% to CN¥14.49 over the past week.分析記事 • Mar 26Glodon Company Limited Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, Glodon Company Limited ( SZSE:002410 ) last week released its latest annual, and things did not turn...お知らせ • Mar 26Glodon Company Limited Proposes Final Cash Dividend for the Year 2024Glodon Company Limited announced on 25 March 2025 the profit distribution proposal for the year 2024 as final cash dividend/10 shares (tax included) of CNY 1.50000000.Reported Earnings • Mar 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.15 (up from CN¥0.07 in FY 2023). Revenue: CN¥6.24b (down 4.7% from FY 2023). Net income: CN¥250.4m (up 116% from FY 2023). Profit margin: 4.0% (up from 1.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 7.6% 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 55% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • Mar 25Glodon Company Limited, Annual General Meeting, Apr 28, 2025Glodon Company Limited, Annual General Meeting, Apr 28, 2025, at 09:00 China Standard Time. Location: The Company's Meeting Room, Beijing China分析記事 • Mar 08Glodon (SZSE:002410) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Feb 14Glodon Company Limited (SZSE:002410) Stock Catapults 29% Though Its Price And Business Still Lag The IndustryGlodon Company Limited ( SZSE:002410 ) shares have had a really impressive month, gaining 29% after a shaky period...Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from CN¥0.221 to CN¥0.254. Revenue forecast steady at CN¥6.41b. Net income forecast to grow 818% next year vs 63% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥12.58. Share price rose 8.9% to CN¥12.72 over the past week.分析記事 • Jan 18Is There Now An Opportunity In Glodon Company Limited (SZSE:002410)?While Glodon Company Limited ( SZSE:002410 ) might not have the largest market cap around , it saw significant share...Buy Or Sell Opportunity • Jan 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to CN¥10.72. The fair value is estimated to be CN¥13.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has declined by 46%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 52% per annum over the same time period.お知らせ • Dec 31Glodon Company Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Glodon Company Limited announced that they will report fiscal year 2024 results on Mar 25, 2025分析記事 • Dec 30Glodon Company Limited's (SZSE:002410) Low P/S No Reason For ExcitementYou may think that with a price-to-sales (or "P/S") ratio of 3.3x Glodon Company Limited ( SZSE:002410 ) is definitely...Buy Or Sell Opportunity • Dec 16Now 24% undervaluedOver the last 90 days, the stock has risen 40% to CN¥12.67. The fair value is estimated to be CN¥16.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 1,202% in the next 2 years.Price Target Changed • Nov 29Price target increased by 7.1% to CN¥13.19Up from CN¥12.31, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of CN¥12.85. Stock is down 35% over the past year. The company is forecast to post earnings per share of CN¥0.26 for next year compared to CN¥0.07 last year.分析記事 • Nov 28Glodon (SZSE:002410) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Nov 06There May Be Reason For Hope In Glodon's (SZSE:002410) Disappointing EarningsThe most recent earnings report from Glodon Company Limited ( SZSE:002410 ) was disappointing for shareholders. Despite...Major Estimate Revision • Nov 06Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.61b to CN¥6.28b. EPS estimate also fell from CN¥0.315 per share to CN¥0.264 per share. Net income forecast to grow 862% next year vs 67% growth forecast for Software industry in China. Consensus price target up from CN¥12.31 to CN¥13.04. Share price fell 7.5% to CN¥13.78 over the past week.Reported Earnings • Oct 31Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: CN¥0.013 (up from CN¥0.008 in 3Q 2023). Revenue: CN¥1.45b (down 15% from 3Q 2023). Net income: CN¥21.4m (up 60% from 3Q 2023). Profit margin: 1.5% (up from 0.8% in 3Q 2023). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 84%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Glodon Company Limited to Report Q3, 2024 Results on Oct 31, 2024Glodon Company Limited announced that they will report Q3, 2024 results on Oct 31, 2024分析記事 • Sep 27Glodon Company Limited's (SZSE:002410) Price Is Right But Growth Is Lacking After Shares Rocket 30%The Glodon Company Limited ( SZSE:002410 ) share price has done very well over the last month, posting an excellent...Major Estimate Revision • Sep 03Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥6.70b to CN¥6.63b. EPS estimate rose from CN¥0.285 to CN¥0.314. Net income forecast to grow 967% next year vs 59% growth forecast for Software industry in China. Consensus price target down from CN¥13.10 to CN¥11.99. Share price rose 5.9% to CN¥9.83 over the past week.Major Estimate Revision • Aug 29Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥6.70b to CN¥6.63b. EPS estimate rose from CN¥0.285 to CN¥0.316. Net income forecast to grow 958% next year vs 54% growth forecast for Software industry in China. Consensus price target down from CN¥12.88 to CN¥11.78. Share price was steady at CN¥9.42 over the past week.Price Target Changed • Aug 28Price target decreased by 8.6% to CN¥11.98Down from CN¥13.10, the current price target is an average from 15 analysts. New target price is 27% above last closing price of CN¥9.44. Stock is down 62% over the past year. The company is forecast to post earnings per share of CN¥0.32 for next year compared to CN¥0.07 last year.分析記事 • Aug 25Results: Glodon Company Limited Beat Earnings Expectations And Analysts Now Have New ForecastsGlodon Company Limited ( SZSE:002410 ) shareholders are probably feeling a little disappointed, since its shares fell...分析記事 • Aug 19Is Glodon (SZSE:002410) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 30Earnings Miss: Glodon Company Limited Missed EPS By 79% And Analysts Are Revising Their ForecastsThe quarterly results for Glodon Company Limited ( SZSE:002410 ) were released last week, making it a good time to...Reported Earnings • Jul 27Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.077 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.077 in 2Q 2023). Revenue: CN¥1.66b (down 5.1% from 2Q 2023). Net income: CN¥185.7m (up 45% from 2Q 2023). Profit margin: 11% (up from 7.3% in 2Q 2023). Revenue is forecast to grow 9.3% 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 29% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.Price Target Changed • Jul 15Price target decreased by 7.2% to CN¥13.14Down from CN¥14.16, the current price target is an average from 15 analysts. New target price is 44% above last closing price of CN¥9.15. Stock is down 69% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.07 last year.お知らせ • Jun 29Glodon Company Limited to Report First Half, 2024 Results on Aug 23, 2024Glodon Company Limited announced that they will report first half, 2024 results on Aug 23, 2024Price Target Changed • Jun 20Price target decreased by 8.7% to CN¥14.45Down from CN¥15.82, the current price target is an average from 14 analysts. New target price is 43% above last closing price of CN¥10.08. Stock is down 73% over the past year. The company is forecast to post earnings per share of CN¥0.28 for next year compared to CN¥0.07 last year.Major Estimate Revision • May 23Consensus EPS estimates increase by 64%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from CN¥0.277 to CN¥0.453. Revenue forecast steady at CN¥6.82b. Net income forecast to grow 36,637% next year vs 54% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥15.82. Share price fell 2.3% to CN¥12.58 over the past week.分析記事 • May 21Glodon's (SZSE:002410) Shareholders Will Receive A Smaller Dividend Than Last YearGlodon Company Limited's ( SZSE:002410 ) dividend is being reduced from last year's payment covering the same period to...Declared Dividend • May 20Dividend of CN¥0.07 announcedShareholders will receive a dividend of CN¥0.07. Ex-date: 23rd May 2024 Payment date: 23rd May 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 53x earnings). However, it is well covered by cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 5,865% to bring the payout ratio under control. EPS is expected to grow by 212% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Major Estimate Revision • May 01Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.93b to CN¥6.83b. EPS estimate also fell from CN¥0.397 per share to CN¥0.277 per share. Net income forecast to grow 28,321% next year vs 56% growth forecast for Software industry in China. Consensus price target down from CN¥18.93 to CN¥15.61. Share price rose 9.4% to CN¥11.31 over the past week.Price Target Changed • Apr 26Price target decreased by 15% to CN¥16.11Down from CN¥18.93, the current price target is an average from 16 analysts. New target price is 47% above last closing price of CN¥10.98. Stock is down 73% over the past year. The company is forecast to post earnings per share of CN¥0.52 for next year compared to CN¥0.07 last year.Reported Earnings • Apr 25First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: CN¥0.004 (down from CN¥0.073 in 1Q 2023). Revenue: CN¥1.30b (flat on 1Q 2023). Net income: CN¥6.08m (down 95% from 1Q 2023). Profit margin: 0.5% (down from 9.2% in 1Q 2023). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.分析記事 • Apr 17Investors Don't See Light At End Of Glodon Company Limited's (SZSE:002410) Tunnel And Push Stock Down 29%Glodon Company Limited ( SZSE:002410 ) shareholders that were waiting for something to happen have been dealt a blow...分析記事 • Apr 01We Think You Can Look Beyond Glodon's (SZSE:002410) Lackluster EarningsInvestors were disappointed with the weak earnings posted by Glodon Company Limited ( SZSE:002410 ). While the headline...Major Estimate Revision • Apr 01Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥8.08b to CN¥6.98b. EPS estimate fell from CN¥0.613 to CN¥0.342 per share. Net income forecast to grow 391% next year vs 76% growth forecast for Software industry in China. Consensus price target down from CN¥22.45 to CN¥19.37. Share price fell 9.3% to CN¥11.40 over the past week.お知らせ • Mar 30Glodon Company Limited to Report Q1, 2024 Results on Apr 25, 2024Glodon Company Limited announced that they will report Q1, 2024 results on Apr 25, 2024分析記事 • Mar 28Glodon Company Limited Just Missed Earnings - But Analysts Have Updated Their ModelsGlodon Company Limited ( SZSE:002410 ) just released its latest full-year report and things are not looking great...Price Target Changed • Mar 27Price target decreased by 7.0% to CN¥20.88Down from CN¥22.45, the current price target is an average from 16 analysts. New target price is 80% above last closing price of CN¥11.59. Stock is down 77% over the past year. The company is forecast to post earnings per share of CN¥0.34 for next year compared to CN¥0.07 last year.お知らせ • Mar 26Glodon Company Limited, Annual General Meeting, Apr 24, 2024Glodon Company Limited, Annual General Meeting, Apr 24, 2024, at 09:00 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaReported Earnings • Mar 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.07 (down from CN¥0.59 in FY 2022). Revenue: CN¥6.56b (flat on FY 2022). Net income: CN¥115.8m (down 88% from FY 2022). Profit margin: 1.8% (down from 15% in FY 2022). Revenue missed analyst estimates by 7.3%. Earnings per share (EPS) also missed analyst estimates by 81%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.分析記事 • Feb 29Glodon (SZSE:002410) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥11.42, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 28x in the Software industry in China. Total loss to shareholders of 80% over the past three years.Major Estimate Revision • Jan 31Consensus EPS estimates fall by 87%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥0.431 to CN¥0.058 per share. Revenue forecast steady at CN¥7.07b. Net income forecast to grow 40% next year vs 89% growth forecast for Software industry in China. Consensus price target down from CN¥24.16 to CN¥23.15. Share price fell 12% to CN¥12.23 over the past week.お知らせ • Dec 30Glodon Company Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Glodon Company Limited announced that they will report fiscal year 2023 results on Mar 26, 2024Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.68, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 34x in the Software industry in China. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥39.24 per share.Major Estimate Revision • Nov 02Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.60b to CN¥7.06b. EPS estimate also fell from CN¥0.655 per share to CN¥0.455 per share. Net income forecast to grow 84% next year vs 95% growth forecast for Software industry in China. Consensus price target down from CN¥36.87 to CN¥27.69. Share price fell 8.7% to CN¥17.80 over the past week.Price Target Changed • Oct 28Price target decreased by 15% to CN¥30.97Down from CN¥36.36, the current price target is an average from 15 analysts. New target price is 60% above last closing price of CN¥19.30. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.59 last year.New Risk • Oct 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.6% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (240% cash payout ratio). Profit margins are more than 30% lower than last year (8.6% net profit margin).Major Estimate Revision • Aug 28Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥8.36b to CN¥7.64b. EPS estimate also fell from CN¥0.815 per share to CN¥0.651 per share. Net income forecast to grow 59% next year vs 76% growth forecast for Software industry in China. Consensus price target down from CN¥53.10 to CN¥41.39. Share price fell 19% to CN¥23.79 over the past week.お知らせ • Aug 22Glodon Company Limited (SZSE:002410) announces an Equity Buyback for CNY 500 million worth of its shares.Glodon Company Limited (SZSE:002410) announces a share repurchase program. Under the program, the company will repurchase up to CNY 500 million worth of its shares. The repurchase program is valid for 12 months.Reported Earnings • Aug 22Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.077 (down from CN¥0.17 in 2Q 2022). Revenue: CN¥1.76b (up 7.8% from 2Q 2022). Net income: CN¥128.4m (down 55% from 2Q 2022). Profit margin: 7.3% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 12Price target decreased by 7.5% to CN¥52.40Down from CN¥56.65, the current price target is an average from 16 analysts. New target price is 75% above last closing price of CN¥29.94. Stock is down 16% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.59 last year.Buying Opportunity • Jul 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 39%. The fair value is estimated to be CN¥40.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.お知らせ • Jul 01Glodon Company Limited to Report First Half, 2023 Results on Aug 22, 2023Glodon Company Limited announced that they will report first half, 2023 results on Aug 22, 2023お知らせ • May 10Glodon Company Limited Announces 2022 Final Cash Profit Distribution Plan, Payable on 15 May 2023Glodon Company Limited announced 2022 final profit distribution plan to be implemented (A shares) of cash of CNY 4.00000000 per 10 shares (tax included). The dividend is payable on 15 May 2023 with record date of 12 May 2023 and ex-date of 15 May 2023.Price Target Changed • Mar 29Price target increased by 7.2% to CN¥81.85Up from CN¥76.36, the current price target is an average from 16 analysts. New target price is 18% above last closing price of CN¥69.66. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥1.10 for next year compared to CN¥0.82 last year.Reported Earnings • Mar 26Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: CN¥0.82 (up from CN¥0.56 in FY 2021). Revenue: CN¥6.59b (up 18% from FY 2021). Net income: CN¥966.7m (up 46% from FY 2021). Profit margin: 15% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Wan You was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 27Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.16 in 3Q 2021). Revenue: CN¥1.70b (up 21% from 3Q 2021). Net income: CN¥241.4m (up 28% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be CN¥58.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Reported Earnings • Aug 24Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.18 in 2Q 2021). Revenue: CN¥1.65b (up 25% from 2Q 2021). Net income: CN¥288.1m (up 38% from 2Q 2021). Profit margin: 18% (up from 16% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 23%. Over the next year, revenue is forecast to grow 22%, compared to a 32% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jun 01Price target decreased to CN¥70.09Down from CN¥75.98, the current price target is an average from 22 analysts. New target price is 34% above last closing price of CN¥52.20. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥0.83 for next year compared to CN¥0.56 last year.Upcoming Dividend • May 03Upcoming dividend of CN¥0.30 per shareEligible shareholders must have bought the stock before 10 May 2022. Payment date: 10 May 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Chinese dividend payers (2.3%). In line with average of industry peers (0.7%).Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Wan You was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Apr 07Price target decreased to CN¥77.06Down from CN¥83.98, the current price target is an average from 22 analysts. New target price is 52% above last closing price of CN¥50.55. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥0.83 for next year compared to CN¥0.56 last year.Reported Earnings • Mar 31Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥0.56 (up from CN¥0.29 in FY 2020). Revenue: CN¥5.62b (up 42% from FY 2020). Net income: CN¥661.0m (up 100% from FY 2020). Profit margin: 12% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 23%, compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.お知らせ • Mar 31Glodon Company Limited, Annual General Meeting, Apr 25, 2022Glodon Company Limited, Annual General Meeting, Apr 25, 2022, at 09:00 China Standard Time. Agenda: To 2021 work report of the board of directors; to 2021 work report of the supervisory committee; to 2021 annual report and its summary; to 2021 annual accounts; to 2021 profit distribution plan; and other subject matters.お知らせ • Mar 30Glodon Company Limited Proposes Final Cash Dividend for the Year 2021Glodon Company Limited proposed final cash dividend/10 shares (tax included) of CNY 3.00000000 for the year 2021.Buying Opportunity • Mar 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥69.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be CN¥69.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS CN¥0.16 (vs CN¥0.085 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.44b (up 49% from 3Q 2020). Net income: CN¥189.4m (up 90% from 3Q 2020). Profit margin: 13% (up from 10% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.お知らせ • Sep 03Glodon Company Limited (SZSE:002410) announces an Equity Buyback for CNY 1,000 million worth of its shares.Glodon Company Limited (SZSE:002410) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its Class A shares. The shares will be purchased at a price not exceeding CNY 100 per share. The repurchases will be funded from the company's own funds. The repurchased shares will be used for equity incentive plans or employee stock ownership plans. The program will be valid for 12 months.Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.18 (vs CN¥0.068 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.34b (up 30% from 2Q 2020). Net income: CN¥209.3m (up 172% from 2Q 2020). Profit margin: 16% (up from 7.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • Jun 22Glodon Company Limited(XSEC:002410) dropped from FTSE All-World Index (USD)Glodon Company Limited(XSEC:002410) dropped from FTSE All-World Index (USD)お知らせ • Apr 30Glodon Company Limited Announces 2020 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 10 May 2021Glodon Company Limited announced 2020 final profit distribution plan to be implemented (A shares) of CNY 2.50000000 per 10 shares (tax included), with Record date: 07 May 2021; Ex-date: 10 May 2021; and Payment date: 10 May 2021.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.065 (vs CN¥0.047 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: CN¥839.3m (up 53% from 1Q 2020). Net income: CN¥76.7m (up 45% from 1Q 2020). Profit margin: 9.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.29 (vs CN¥0.21 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.00b (up 16% from FY 2019). Net income: CN¥330.4m (up 41% from FY 2019). Profit margin: 8.3% (up from 6.8% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 04New 90-day low: CN¥65.73The company is down 1.0% from its price of CN¥66.35 on 04 December 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software 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¥59.78 per share.業績と収益の成長予測SZSE:002410 - 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12/31/20287,0498251,2801,483812/31/20276,7497321,0411,3641212/31/20266,2315948541,177103/31/20266,0164091,0131,347N/A12/31/20256,0834057451,057N/A9/30/20256,1213488831,191N/A6/30/20256,0632969461,324N/A3/31/20256,1492748951,258N/A12/31/20246,2202507561,194N/A9/30/20246,16068446921N/A6/30/20246,43459227664N/A3/31/20246,5332317811N/A12/31/20236,54611626637N/A9/30/20236,888571196884N/A6/30/20236,8687992171,015N/A3/31/20236,7499581881,107N/A1/1/20236,5659477981,648N/A9/30/20226,4538245151,471N/A6/30/20226,1807724581,370N/A3/31/20225,8676935631,339N/A1/1/20225,5836618811,601N/A9/30/20214,9815767531,330N/A6/30/20214,5354869421,440N/A3/31/20214,2463541,3001,773N/A12/31/20203,9543301,4371,876N/A9/30/20203,8283061,4521,817N/A6/30/20203,6952761,0411,386N/A3/31/20203,555233579860N/A12/31/20193,464235N/A641N/A9/30/20193,267305N/A469N/A6/30/20193,155382N/A575N/A3/31/20192,987438N/A500N/A12/31/20182,863439N/A453N/A9/30/20182,709478N/A392N/A6/30/20182,495477N/A395N/A3/31/20182,363474N/A430N/A12/31/20172,340472N/A596N/A9/30/20172,183481N/A455N/A6/30/20172,149458N/A450N/A3/31/20172,103435N/A541N/A12/31/20162,030423N/A518N/A9/30/20161,914356N/A528N/A6/30/20161,797294N/A411N/A3/31/20161,577214N/A191N/A12/31/20151,537242N/A185N/A9/30/20151,536287N/A165N/A6/30/20151,580385N/A285N/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: 002410の予測収益成長率 (年間21.7% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002410の収益 ( 21.7% ) CN市場 ( 26.8% ) よりも低い成長が予測されています。高成長収益: 002410の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 002410の収益 ( 9.4% ) CN市場 ( 15.6% ) よりも低い成長が予測されています。高い収益成長: 002410の収益 ( 9.4% ) 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: 002410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 ( 11.2 %)。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2026/05/08 14:31終値2026/05/08 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Glodon Company Limited 12 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。21 アナリスト機関Huiqun LiBofA Global ResearchKai QianChina International Capital Corporation LimitedShuyun CheChina International Capital Corporation Limited18 その他のアナリストを表示
Major Estimate Revision • Mar 10Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥0.315 to CN¥0.273 per share. Revenue forecast steady at CN¥6.23b. Net income forecast to grow 78% next year vs 56% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥14.18. Share price was steady at CN¥12.94 over the past week.
Major Estimate Revision • Mar 31Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥6.78b to CN¥6.43b. EPS estimate also fell from CN¥0.407 per share to CN¥0.347 per share. Net income forecast to grow 129% next year vs 59% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥13.07. Share price rose 7.1% to CN¥14.49 over the past week.
分析記事 • Mar 26Glodon Company Limited Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, Glodon Company Limited ( SZSE:002410 ) last week released its latest annual, and things did not turn...
Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from CN¥0.221 to CN¥0.254. Revenue forecast steady at CN¥6.41b. Net income forecast to grow 818% next year vs 63% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥12.58. Share price rose 8.9% to CN¥12.72 over the past week.
Price Target Changed • Nov 29Price target increased by 7.1% to CN¥13.19Up from CN¥12.31, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of CN¥12.85. Stock is down 35% over the past year. The company is forecast to post earnings per share of CN¥0.26 for next year compared to CN¥0.07 last year.
Major Estimate Revision • Nov 06Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.61b to CN¥6.28b. EPS estimate also fell from CN¥0.315 per share to CN¥0.264 per share. Net income forecast to grow 862% next year vs 67% growth forecast for Software industry in China. Consensus price target up from CN¥12.31 to CN¥13.04. Share price fell 7.5% to CN¥13.78 over the past week.
Reported Earnings • Apr 24First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: CN¥0.021 (up from CN¥0.018 in 1Q 2025). Revenue: CN¥1.16b (down 5.3% from 1Q 2025). Net income: CN¥34.2m (up 15% from 1Q 2025). Profit margin: 3.0% (up from 2.4% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 58%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 32% per year whereas the company’s share price has fallen by 36% per year.
お知らせ • Mar 31Glodon Company Limited to Report Q1, 2026 Results on Apr 24, 2026Glodon Company Limited announced that they will report Q1, 2026 results on Apr 24, 2026
Reported Earnings • Mar 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.25 (up from CN¥0.15 in FY 2024). Revenue: CN¥6.10b (down 2.0% from FY 2024). Net income: CN¥405.1m (up 62% from FY 2024). Profit margin: 6.6% (up from 4.0% in FY 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 9.8%. Revenue is forecast to grow 11% 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 51% per year but the company’s share price has only fallen by 39% per year, which means it has not declined as severely as earnings.
New Risk • Mar 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Mar 23Glodon Company Limited, Annual General Meeting, Apr 23, 2026Glodon Company Limited, Annual General Meeting, Apr 23, 2026, at 09:00 China Standard Time. Location: The Company's Meeting Room, Beijing China
Major Estimate Revision • Mar 10Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥0.315 to CN¥0.273 per share. Revenue forecast steady at CN¥6.23b. Net income forecast to grow 78% next year vs 56% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥14.18. Share price was steady at CN¥12.94 over the past week.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥14.87, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 55x in the Software industry in China. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.40 per share.
お知らせ • Dec 31Glodon Company Limited to Report Fiscal Year 2025 Results on Mar 24, 2026Glodon Company Limited announced that they will report fiscal year 2025 results on Mar 24, 2026
Reported Earnings • Oct 24Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: CN¥0.045 (up from CN¥0.013 in 3Q 2024). Revenue: CN¥1.50b (up 5.0% from 3Q 2024). Net income: CN¥74.0m (up 245% from 3Q 2024). Profit margin: 4.9% (up from 1.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 8.3% 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 61% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Glodon Company Limited to Report Q3, 2025 Results on Oct 24, 2025Glodon Company Limited announced that they will report Q3, 2025 results on Oct 24, 2025
Reported Earnings • Aug 26Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: CN¥0.13 (up from CN¥0.11 in 2Q 2024). Revenue: CN¥1.57b (down 5.2% from 2Q 2024). Net income: CN¥207.3m (up 12% from 2Q 2024). Profit margin: 13% (up from 11% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.9%. Earnings per share (EPS) exceeded analyst estimates by 200%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 02Glodon Company Limited to Report First Half, 2025 Results on Aug 26, 2025Glodon Company Limited announced that they will report first half, 2025 results on Aug 26, 2025
Declared Dividend • May 25Dividend increased to CN¥0.15Dividend of CN¥0.15 is 114% higher than last year. Ex-date: 29th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share is expected to grow by 108% over the next 3 years, which should maintain adequate earnings cover for the dividend.
Reported Earnings • Apr 29First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: CN¥0.018 (up from CN¥0.004 in 1Q 2024). Revenue: CN¥1.23b (down 5.2% from 1Q 2024). Net income: CN¥29.8m (up 391% from 1Q 2024). Profit margin: 2.4% (up from 0.5% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) missed analyst estimates by 61%. Revenue is forecast to grow 6.7% 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 61% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 31Glodon Company Limited to Report Q1, 2025 Results on Apr 29, 2025Glodon Company Limited announced that they will report Q1, 2025 results on Apr 29, 2025
Major Estimate Revision • Mar 31Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥6.78b to CN¥6.43b. EPS estimate also fell from CN¥0.407 per share to CN¥0.347 per share. Net income forecast to grow 129% next year vs 59% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥13.07. Share price rose 7.1% to CN¥14.49 over the past week.
分析記事 • Mar 26Glodon Company Limited Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, Glodon Company Limited ( SZSE:002410 ) last week released its latest annual, and things did not turn...
お知らせ • Mar 26Glodon Company Limited Proposes Final Cash Dividend for the Year 2024Glodon Company Limited announced on 25 March 2025 the profit distribution proposal for the year 2024 as final cash dividend/10 shares (tax included) of CNY 1.50000000.
Reported Earnings • Mar 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.15 (up from CN¥0.07 in FY 2023). Revenue: CN¥6.24b (down 4.7% from FY 2023). Net income: CN¥250.4m (up 116% from FY 2023). Profit margin: 4.0% (up from 1.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 7.6% 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 55% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 25Glodon Company Limited, Annual General Meeting, Apr 28, 2025Glodon Company Limited, Annual General Meeting, Apr 28, 2025, at 09:00 China Standard Time. Location: The Company's Meeting Room, Beijing China
分析記事 • Mar 08Glodon (SZSE:002410) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 • Feb 14Glodon Company Limited (SZSE:002410) Stock Catapults 29% Though Its Price And Business Still Lag The IndustryGlodon Company Limited ( SZSE:002410 ) shares have had a really impressive month, gaining 29% after a shaky period...
Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from CN¥0.221 to CN¥0.254. Revenue forecast steady at CN¥6.41b. Net income forecast to grow 818% next year vs 63% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥12.58. Share price rose 8.9% to CN¥12.72 over the past week.
分析記事 • Jan 18Is There Now An Opportunity In Glodon Company Limited (SZSE:002410)?While Glodon Company Limited ( SZSE:002410 ) might not have the largest market cap around , it saw significant share...
Buy Or Sell Opportunity • Jan 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to CN¥10.72. The fair value is estimated to be CN¥13.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has declined by 46%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 52% per annum over the same time period.
お知らせ • Dec 31Glodon Company Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Glodon Company Limited announced that they will report fiscal year 2024 results on Mar 25, 2025
分析記事 • Dec 30Glodon Company Limited's (SZSE:002410) Low P/S No Reason For ExcitementYou may think that with a price-to-sales (or "P/S") ratio of 3.3x Glodon Company Limited ( SZSE:002410 ) is definitely...
Buy Or Sell Opportunity • Dec 16Now 24% undervaluedOver the last 90 days, the stock has risen 40% to CN¥12.67. The fair value is estimated to be CN¥16.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 1,202% in the next 2 years.
Price Target Changed • Nov 29Price target increased by 7.1% to CN¥13.19Up from CN¥12.31, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of CN¥12.85. Stock is down 35% over the past year. The company is forecast to post earnings per share of CN¥0.26 for next year compared to CN¥0.07 last year.
分析記事 • Nov 28Glodon (SZSE:002410) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Nov 06There May Be Reason For Hope In Glodon's (SZSE:002410) Disappointing EarningsThe most recent earnings report from Glodon Company Limited ( SZSE:002410 ) was disappointing for shareholders. Despite...
Major Estimate Revision • Nov 06Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.61b to CN¥6.28b. EPS estimate also fell from CN¥0.315 per share to CN¥0.264 per share. Net income forecast to grow 862% next year vs 67% growth forecast for Software industry in China. Consensus price target up from CN¥12.31 to CN¥13.04. Share price fell 7.5% to CN¥13.78 over the past week.
Reported Earnings • Oct 31Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: CN¥0.013 (up from CN¥0.008 in 3Q 2023). Revenue: CN¥1.45b (down 15% from 3Q 2023). Net income: CN¥21.4m (up 60% from 3Q 2023). Profit margin: 1.5% (up from 0.8% in 3Q 2023). Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 84%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Glodon Company Limited to Report Q3, 2024 Results on Oct 31, 2024Glodon Company Limited announced that they will report Q3, 2024 results on Oct 31, 2024
分析記事 • Sep 27Glodon Company Limited's (SZSE:002410) Price Is Right But Growth Is Lacking After Shares Rocket 30%The Glodon Company Limited ( SZSE:002410 ) share price has done very well over the last month, posting an excellent...
Major Estimate Revision • Sep 03Consensus EPS estimates increase by 10%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥6.70b to CN¥6.63b. EPS estimate rose from CN¥0.285 to CN¥0.314. Net income forecast to grow 967% next year vs 59% growth forecast for Software industry in China. Consensus price target down from CN¥13.10 to CN¥11.99. Share price rose 5.9% to CN¥9.83 over the past week.
Major Estimate Revision • Aug 29Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥6.70b to CN¥6.63b. EPS estimate rose from CN¥0.285 to CN¥0.316. Net income forecast to grow 958% next year vs 54% growth forecast for Software industry in China. Consensus price target down from CN¥12.88 to CN¥11.78. Share price was steady at CN¥9.42 over the past week.
Price Target Changed • Aug 28Price target decreased by 8.6% to CN¥11.98Down from CN¥13.10, the current price target is an average from 15 analysts. New target price is 27% above last closing price of CN¥9.44. Stock is down 62% over the past year. The company is forecast to post earnings per share of CN¥0.32 for next year compared to CN¥0.07 last year.
分析記事 • Aug 25Results: Glodon Company Limited Beat Earnings Expectations And Analysts Now Have New ForecastsGlodon Company Limited ( SZSE:002410 ) shareholders are probably feeling a little disappointed, since its shares fell...
分析記事 • Aug 19Is Glodon (SZSE:002410) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jul 30Earnings Miss: Glodon Company Limited Missed EPS By 79% And Analysts Are Revising Their ForecastsThe quarterly results for Glodon Company Limited ( SZSE:002410 ) were released last week, making it a good time to...
Reported Earnings • Jul 27Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.077 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.077 in 2Q 2023). Revenue: CN¥1.66b (down 5.1% from 2Q 2023). Net income: CN¥185.7m (up 45% from 2Q 2023). Profit margin: 11% (up from 7.3% in 2Q 2023). Revenue is forecast to grow 9.3% 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 29% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Jul 15Price target decreased by 7.2% to CN¥13.14Down from CN¥14.16, the current price target is an average from 15 analysts. New target price is 44% above last closing price of CN¥9.15. Stock is down 69% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.07 last year.
お知らせ • Jun 29Glodon Company Limited to Report First Half, 2024 Results on Aug 23, 2024Glodon Company Limited announced that they will report first half, 2024 results on Aug 23, 2024
Price Target Changed • Jun 20Price target decreased by 8.7% to CN¥14.45Down from CN¥15.82, the current price target is an average from 14 analysts. New target price is 43% above last closing price of CN¥10.08. Stock is down 73% over the past year. The company is forecast to post earnings per share of CN¥0.28 for next year compared to CN¥0.07 last year.
Major Estimate Revision • May 23Consensus EPS estimates increase by 64%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from CN¥0.277 to CN¥0.453. Revenue forecast steady at CN¥6.82b. Net income forecast to grow 36,637% next year vs 54% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥15.82. Share price fell 2.3% to CN¥12.58 over the past week.
分析記事 • May 21Glodon's (SZSE:002410) Shareholders Will Receive A Smaller Dividend Than Last YearGlodon Company Limited's ( SZSE:002410 ) dividend is being reduced from last year's payment covering the same period to...
Declared Dividend • May 20Dividend of CN¥0.07 announcedShareholders will receive a dividend of CN¥0.07. Ex-date: 23rd May 2024 Payment date: 23rd May 2024 Dividend yield will be 0.5%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 53x earnings). However, it is well covered by cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 5,865% to bring the payout ratio under control. EPS is expected to grow by 212% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Major Estimate Revision • May 01Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.93b to CN¥6.83b. EPS estimate also fell from CN¥0.397 per share to CN¥0.277 per share. Net income forecast to grow 28,321% next year vs 56% growth forecast for Software industry in China. Consensus price target down from CN¥18.93 to CN¥15.61. Share price rose 9.4% to CN¥11.31 over the past week.
Price Target Changed • Apr 26Price target decreased by 15% to CN¥16.11Down from CN¥18.93, the current price target is an average from 16 analysts. New target price is 47% above last closing price of CN¥10.98. Stock is down 73% over the past year. The company is forecast to post earnings per share of CN¥0.52 for next year compared to CN¥0.07 last year.
Reported Earnings • Apr 25First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: CN¥0.004 (down from CN¥0.073 in 1Q 2023). Revenue: CN¥1.30b (flat on 1Q 2023). Net income: CN¥6.08m (down 95% from 1Q 2023). Profit margin: 0.5% (down from 9.2% in 1Q 2023). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.
分析記事 • Apr 17Investors Don't See Light At End Of Glodon Company Limited's (SZSE:002410) Tunnel And Push Stock Down 29%Glodon Company Limited ( SZSE:002410 ) shareholders that were waiting for something to happen have been dealt a blow...
分析記事 • Apr 01We Think You Can Look Beyond Glodon's (SZSE:002410) Lackluster EarningsInvestors were disappointed with the weak earnings posted by Glodon Company Limited ( SZSE:002410 ). While the headline...
Major Estimate Revision • Apr 01Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥8.08b to CN¥6.98b. EPS estimate fell from CN¥0.613 to CN¥0.342 per share. Net income forecast to grow 391% next year vs 76% growth forecast for Software industry in China. Consensus price target down from CN¥22.45 to CN¥19.37. Share price fell 9.3% to CN¥11.40 over the past week.
お知らせ • Mar 30Glodon Company Limited to Report Q1, 2024 Results on Apr 25, 2024Glodon Company Limited announced that they will report Q1, 2024 results on Apr 25, 2024
分析記事 • Mar 28Glodon Company Limited Just Missed Earnings - But Analysts Have Updated Their ModelsGlodon Company Limited ( SZSE:002410 ) just released its latest full-year report and things are not looking great...
Price Target Changed • Mar 27Price target decreased by 7.0% to CN¥20.88Down from CN¥22.45, the current price target is an average from 16 analysts. New target price is 80% above last closing price of CN¥11.59. Stock is down 77% over the past year. The company is forecast to post earnings per share of CN¥0.34 for next year compared to CN¥0.07 last year.
お知らせ • Mar 26Glodon Company Limited, Annual General Meeting, Apr 24, 2024Glodon Company Limited, Annual General Meeting, Apr 24, 2024, at 09:00 China Standard Time. Location: The Company's Meeting Room, Beijing China
Reported Earnings • Mar 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.07 (down from CN¥0.59 in FY 2022). Revenue: CN¥6.56b (flat on FY 2022). Net income: CN¥115.8m (down 88% from FY 2022). Profit margin: 1.8% (down from 15% in FY 2022). Revenue missed analyst estimates by 7.3%. Earnings per share (EPS) also missed analyst estimates by 81%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
分析記事 • Feb 29Glodon (SZSE:002410) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥11.42, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 28x in the Software industry in China. Total loss to shareholders of 80% over the past three years.
Major Estimate Revision • Jan 31Consensus EPS estimates fall by 87%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥0.431 to CN¥0.058 per share. Revenue forecast steady at CN¥7.07b. Net income forecast to grow 40% next year vs 89% growth forecast for Software industry in China. Consensus price target down from CN¥24.16 to CN¥23.15. Share price fell 12% to CN¥12.23 over the past week.
お知らせ • Dec 30Glodon Company Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Glodon Company Limited announced that they will report fiscal year 2023 results on Mar 26, 2024
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥20.68, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 34x in the Software industry in China. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥39.24 per share.
Major Estimate Revision • Nov 02Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.60b to CN¥7.06b. EPS estimate also fell from CN¥0.655 per share to CN¥0.455 per share. Net income forecast to grow 84% next year vs 95% growth forecast for Software industry in China. Consensus price target down from CN¥36.87 to CN¥27.69. Share price fell 8.7% to CN¥17.80 over the past week.
Price Target Changed • Oct 28Price target decreased by 15% to CN¥30.97Down from CN¥36.36, the current price target is an average from 15 analysts. New target price is 60% above last closing price of CN¥19.30. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.59 last year.
New Risk • Oct 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.6% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (240% cash payout ratio). Profit margins are more than 30% lower than last year (8.6% net profit margin).
Major Estimate Revision • Aug 28Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥8.36b to CN¥7.64b. EPS estimate also fell from CN¥0.815 per share to CN¥0.651 per share. Net income forecast to grow 59% next year vs 76% growth forecast for Software industry in China. Consensus price target down from CN¥53.10 to CN¥41.39. Share price fell 19% to CN¥23.79 over the past week.
お知らせ • Aug 22Glodon Company Limited (SZSE:002410) announces an Equity Buyback for CNY 500 million worth of its shares.Glodon Company Limited (SZSE:002410) announces a share repurchase program. Under the program, the company will repurchase up to CNY 500 million worth of its shares. The repurchase program is valid for 12 months.
Reported Earnings • Aug 22Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CN¥0.077 (down from CN¥0.17 in 2Q 2022). Revenue: CN¥1.76b (up 7.8% from 2Q 2022). Net income: CN¥128.4m (down 55% from 2Q 2022). Profit margin: 7.3% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 12Price target decreased by 7.5% to CN¥52.40Down from CN¥56.65, the current price target is an average from 16 analysts. New target price is 75% above last closing price of CN¥29.94. Stock is down 16% over the past year. The company is forecast to post earnings per share of CN¥0.82 for next year compared to CN¥0.59 last year.
Buying Opportunity • Jul 01Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 39%. The fair value is estimated to be CN¥40.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.
お知らせ • Jul 01Glodon Company Limited to Report First Half, 2023 Results on Aug 22, 2023Glodon Company Limited announced that they will report first half, 2023 results on Aug 22, 2023
お知らせ • May 10Glodon Company Limited Announces 2022 Final Cash Profit Distribution Plan, Payable on 15 May 2023Glodon Company Limited announced 2022 final profit distribution plan to be implemented (A shares) of cash of CNY 4.00000000 per 10 shares (tax included). The dividend is payable on 15 May 2023 with record date of 12 May 2023 and ex-date of 15 May 2023.
Price Target Changed • Mar 29Price target increased by 7.2% to CN¥81.85Up from CN¥76.36, the current price target is an average from 16 analysts. New target price is 18% above last closing price of CN¥69.66. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥1.10 for next year compared to CN¥0.82 last year.
Reported Earnings • Mar 26Full year 2022 earnings: EPS in line with expectations, revenues disappointFull year 2022 results: EPS: CN¥0.82 (up from CN¥0.56 in FY 2021). Revenue: CN¥6.59b (up 18% from FY 2021). Net income: CN¥966.7m (up 46% from FY 2021). Profit margin: 15% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Wan You was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 27Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.16 in 3Q 2021). Revenue: CN¥1.70b (up 21% from 3Q 2021). Net income: CN¥241.4m (up 28% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be CN¥58.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Aug 24Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.18 in 2Q 2021). Revenue: CN¥1.65b (up 25% from 2Q 2021). Net income: CN¥288.1m (up 38% from 2Q 2021). Profit margin: 18% (up from 16% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 23%. Over the next year, revenue is forecast to grow 22%, compared to a 32% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jun 01Price target decreased to CN¥70.09Down from CN¥75.98, the current price target is an average from 22 analysts. New target price is 34% above last closing price of CN¥52.20. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥0.83 for next year compared to CN¥0.56 last year.
Upcoming Dividend • May 03Upcoming dividend of CN¥0.30 per shareEligible shareholders must have bought the stock before 10 May 2022. Payment date: 10 May 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Chinese dividend payers (2.3%). In line with average of industry peers (0.7%).
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Wan You was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Apr 07Price target decreased to CN¥77.06Down from CN¥83.98, the current price target is an average from 22 analysts. New target price is 52% above last closing price of CN¥50.55. Stock is down 26% over the past year. The company is forecast to post earnings per share of CN¥0.83 for next year compared to CN¥0.56 last year.
Reported Earnings • Mar 31Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥0.56 (up from CN¥0.29 in FY 2020). Revenue: CN¥5.62b (up 42% from FY 2020). Net income: CN¥661.0m (up 100% from FY 2020). Profit margin: 12% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 23%, compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Mar 31Glodon Company Limited, Annual General Meeting, Apr 25, 2022Glodon Company Limited, Annual General Meeting, Apr 25, 2022, at 09:00 China Standard Time. Agenda: To 2021 work report of the board of directors; to 2021 work report of the supervisory committee; to 2021 annual report and its summary; to 2021 annual accounts; to 2021 profit distribution plan; and other subject matters.
お知らせ • Mar 30Glodon Company Limited Proposes Final Cash Dividend for the Year 2021Glodon Company Limited proposed final cash dividend/10 shares (tax included) of CNY 3.00000000 for the year 2021.
Buying Opportunity • Mar 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥69.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be CN¥69.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS CN¥0.16 (vs CN¥0.085 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.44b (up 49% from 3Q 2020). Net income: CN¥189.4m (up 90% from 3Q 2020). Profit margin: 13% (up from 10% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.
お知らせ • Sep 03Glodon Company Limited (SZSE:002410) announces an Equity Buyback for CNY 1,000 million worth of its shares.Glodon Company Limited (SZSE:002410) announces a share repurchase program. Under the program, the company will repurchase up to CNY 1,000 million worth of its Class A shares. The shares will be purchased at a price not exceeding CNY 100 per share. The repurchases will be funded from the company's own funds. The repurchased shares will be used for equity incentive plans or employee stock ownership plans. The program will be valid for 12 months.
Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.18 (vs CN¥0.068 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.34b (up 30% from 2Q 2020). Net income: CN¥209.3m (up 172% from 2Q 2020). Profit margin: 16% (up from 7.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • Jun 22Glodon Company Limited(XSEC:002410) dropped from FTSE All-World Index (USD)Glodon Company Limited(XSEC:002410) dropped from FTSE All-World Index (USD)
お知らせ • Apr 30Glodon Company Limited Announces 2020 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 10 May 2021Glodon Company Limited announced 2020 final profit distribution plan to be implemented (A shares) of CNY 2.50000000 per 10 shares (tax included), with Record date: 07 May 2021; Ex-date: 10 May 2021; and Payment date: 10 May 2021.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.065 (vs CN¥0.047 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: CN¥839.3m (up 53% from 1Q 2020). Net income: CN¥76.7m (up 45% from 1Q 2020). Profit margin: 9.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.29 (vs CN¥0.21 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.00b (up 16% from FY 2019). Net income: CN¥330.4m (up 41% from FY 2019). Profit margin: 8.3% (up from 6.8% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 04New 90-day low: CN¥65.73The company is down 1.0% from its price of CN¥66.35 on 04 December 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software 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¥59.78 per share.