iSoftStone Information Technology (Group)（301236）株式概要アイソフトストーン情報技術（集団）有限公司 詳細301236 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績0/6財務の健全性4/6配当金0/6報酬収益は年間83.03%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析利益率(0.1%)は昨年より低い(0.8%) 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る301236 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥41.7918.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture066b2016201920222025202620282031Revenue CN¥66.2bEarnings CN¥98.5mAdvancedSet Fair ValueView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrativeiSoftStone Information Technology (Group) Co., Ltd. 競合他社Hydsoft TechnologyLtdSymbol: SZSE:301316Market cap: CN¥23.6bDHC SoftwareLtdSymbol: SZSE:002065Market cap: CN¥27.6bBeijing Teamsun TechnologyLtdSymbol: SHSE:600410Market cap: CN¥25.8bFengzhushouSymbol: SZSE:301382Market cap: CN¥13.4b価格と性能株価の高値、安値、推移の概要iSoftStone Information Technology (Group)過去の株価現在の株価CN¥41.7952週高値CN¥65.5052週安値CN¥36.46ベータ11ヶ月の変化13.47%3ヶ月変化-9.33%1年変化-29.10%3年間の変化72.54%5年間の変化n/aIPOからの変化55.16%最新ニュースお知らせ • Apr 25iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 15, 2026iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 15, 2026, at 14:50 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang ChinaReported Earnings • Apr 25First quarter 2026 earnings released: CN¥0.35 loss per share (vs CN¥0.21 loss in 1Q 2025)First quarter 2026 results: CN¥0.35 loss per share (further deteriorated from CN¥0.21 loss in 1Q 2025). Revenue: CN¥8.12b (up 16% from 1Q 2025). Net loss: CN¥349.9m (loss widened 77% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.お知らせ • Apr 01iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) announces an Equity Buyback for CNY 200 million worth of its shares.iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be repurchased at a price not more than CNY 68.57 per share. The repurchased shares will be used for ESOP or equity incentives. Shares not used within 3 years after the completion of the repurchase will be cancelled. The program will be funded via Own Funds and/or Self-Financing. The authorization will be valid for a period of 45 days.お知らせ • Mar 31iSoftStone Information Technology (Group) Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Dec 31iSoftStone Information Technology (Group) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026iSoftStone Information Technology (Group) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.25 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.23. Revenue: CN¥9.60b (flat on 3Q 2024). Net income: CN¥241.5m (up 4.9% from 3Q 2024). Profit margin: 2.5% (up from 2.4% in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in China.最新情報をもっと見るRecent updatesお知らせ • Apr 25iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 15, 2026iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 15, 2026, at 14:50 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang ChinaReported Earnings • Apr 25First quarter 2026 earnings released: CN¥0.35 loss per share (vs CN¥0.21 loss in 1Q 2025)First quarter 2026 results: CN¥0.35 loss per share (further deteriorated from CN¥0.21 loss in 1Q 2025). Revenue: CN¥8.12b (up 16% from 1Q 2025). Net loss: CN¥349.9m (loss widened 77% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.お知らせ • Apr 01iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) announces an Equity Buyback for CNY 200 million worth of its shares.iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be repurchased at a price not more than CNY 68.57 per share. The repurchased shares will be used for ESOP or equity incentives. Shares not used within 3 years after the completion of the repurchase will be cancelled. The program will be funded via Own Funds and/or Self-Financing. The authorization will be valid for a period of 45 days.お知らせ • Mar 31iSoftStone Information Technology (Group) Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Dec 31iSoftStone Information Technology (Group) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026iSoftStone Information Technology (Group) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.25 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.23. Revenue: CN¥9.60b (flat on 3Q 2024). Net income: CN¥241.5m (up 4.9% from 3Q 2024). Profit margin: 2.5% (up from 2.4% in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in China.お知らせ • Sep 30iSoftStone Information Technology (Group) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025New Risk • Aug 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 0.8% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin).お知らせ • Aug 05A Group of Buyers acquired 2.35% stake in iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) from FNOF Easynet (HK) Limited for CNY 1 billion.A Group of Buyers acquired 2.35% stake in iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) from FNOF Easynet (HK) Limited for CNY 1 billion on August 4, 2025. A cash consideration valued at CNY 45.27 per share will be paid by the buyer. After the acquisition FNOF Easynet (HK) Limited will hold 14,332,074 shares. A Group of Buyers completed the acquisition of 2.35% stake in iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) from FNOF Easynet (HK) Limited on August 4, 2025.お知らせ • Jul 08iSoftStone Digital Officially Launches as iSoftStone's New Overseas BrandOn July 3, 2025 Global Digital Economy Conference was grandly held in Beijing. As part of the conference's signature "First Launch Global Debut" segment, iSoftStone officially introduced its new overseas brand, iSoftStone Digital, to the international market. This milestone marks the company's entry into "Going Global Expansion2.0" strategy. With a renewed positioning of driving global client value through digital technology innovation, iSoftStone Digital is opening a new chapter in its international development journey. At the launch ceremony, Mr. Liu Huifu, Director and Chief Technology Officer; Mr. Han Zhimin, President of Computing Products and Smart Electronics Business; Mr. Huang Li, President of International Business; Mr. Yin Lu, Vice President; and Mr. Li Chuan, Vice President jointly witnessed the new era of "iSoftStone Digital", marking a significant milestone in the company's global expansion strategy. As a Chinese leading enterprise in full-stack intelligent products and services, iSoftStone has always committed to global expansion, identifying " international growth" as one of its four core strategies. Over the past twenty years, the company has steadily built a global business network spanning four key regions: Southeast Asia, the Middle East, Japan, and North America. The release of this new brand is another important milestone in iSoftStone's overseas development. With a fresh brand identity, the company aims to further empower Chinese enterprises going abroad and support global clients in their digital transformation efforts.お知らせ • Jul 02iSoftStone Information Technology (Group) Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025iSoftStone Information Technology (Group) Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Declared Dividend • Jun 07Dividend reduced to CN¥0.10Dividend of CN¥0.10 is 44% lower than last year. Ex-date: 13th June 2025 Payment date: 13th June 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.8%.お知らせ • May 22iSoftStone Information Technology (Group) Co., Ltd. Approves Cash Dividend for 2024iSoftStone Information Technology (Group) Co., Ltd. held its Annual General Meeting of 2024 on 16 May 2025, during which the following proposal(s) was/were approved Cash dividend/10 shares (tax included) of CNY 1.00000000 for 2024.Price Target Changed • May 22Price target increased by 16% to CN¥47.27Up from CN¥40.74, the current price target is an average from 2 analysts. New target price is 13% below last closing price of CN¥54.54. Stock is up 34% over the past year. The company is forecast to post earnings per share of CN¥0.42 for next year compared to CN¥0.19 last year.お知らせ • May 08iSoftStone Information Technology (Group) Co., Ltd. announced that it expects to receive CNY 3.3783203 billion in fundingiSoftStone Information Technology (Group) Co., Ltd. announced a private placement to issue 285,882,353 A shares at an issue price of not be less than 80% of the average trading price of the company's stock in the 20 trading days before the pricing base date for the gross proceeds of not more than CNY 3,378,320,300 before deducting issue expenses on May 7, 2025. The transaction will include participation from not more than 35 investors. The transaction has been approved in 18th meeting of the second board of directors and the 17th meeting of the second board of supervisors held by the company, still needs to be approved by the company's shareholders' meeting, approved by the Shenzhen Stock Exchange, and approved by the China Securities Regulatory Commission. After obtaining registration from the China Securities Regulatory Commission, the company will implement this issuance of stocks to specific objects in accordance with the law, apply to the Shenzhen Stock Exchange and the Shenzhen Branch of China Securities Depository and Clearing Corporation for stock issuance, registration and listing, and complete all reporting and approval procedures for this issuance of stocks to specific objects. After the completion of this stock issuance to specific targets, the shares subscribed by the issuing investors shall not be transferred within 6 months from the date of completion of this issuance.Major Estimate Revision • May 06Consensus revenue estimates increase by 16%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥32.4b to CN¥37.7b. EPS estimate fell from CN¥0.717 to CN¥0.48. Net income forecast to grow 119% next year vs 61% growth forecast for IT industry in China. Consensus price target of CN¥41.51 unchanged from last update. Share price rose 8.4% to CN¥60.80 over the past week.New Risk • Apr 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% 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 Share price has been volatile over the past 3 months (9.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin).お知らせ • Apr 26iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 16, 2025iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaNew Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10.0% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.0% net profit margin).お知らせ • Mar 31iSoftStone Information Technology (Group) Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 31iSoftStone Information Technology (Group) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025iSoftStone Information Technology (Group) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Major Estimate Revision • Nov 01Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥29.4b to CN¥29.9b. EPS estimate fell from CN¥0.922 to CN¥0.695 per share. Net income forecast to grow 281% next year vs 63% growth forecast for IT industry in China. Consensus price target of CN¥40.74 unchanged from last update. Share price fell 5.1% to CN¥60.50 over the past week.Reported Earnings • Oct 26Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: CN¥0.25 (up from CN¥0.16 in 3Q 2023). Revenue: CN¥9.68b (up 128% from 3Q 2023). Net income: CN¥230.3m (up 54% from 3Q 2023). Profit margin: 2.4% (down from 3.5% in 3Q 2023). Revenue exceeded analyst estimates by 48%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in China.Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 115% to CN¥72.57. The fair value is estimated to be CN¥60.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Earnings per share has declined by 76%. Revenue is forecast to grow by 67% in 2 years. Earnings are forecast to grow by 603% in the next 2 years.New Risk • Sep 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).お知らせ • Sep 30iSoftStone Information Technology (Group) Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024Reported Earnings • Aug 31First half 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst half 2024 results: CN¥0.16 loss per share (down from CN¥0.21 profit in 1H 2023). Revenue: CN¥12.5b (up 46% from 1H 2023). Net loss: CN¥154.3m (down 176% from profit in 1H 2023). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in China.New Risk • Aug 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).お知らせ • Jun 29iSoftStone Information Technology (Group) Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024iSoftStone Information Technology (Group) Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥35.21, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the IT industry in China. Total returns to shareholders of 25% over the past year.お知らせ • Jun 06iSoftStone Information Technology (Group) Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 13 June 2024iSoftStone Information Technology (Group) Co., Ltd. announced 2023 final profit distribution plan to be implemented (A shares). Cash dividend/10 shares (tax included): CNY 1.80000000. Record date is 12 June 2024. Ex-date is 13 June 2024. Payment date is 13 June 2024.お知らせ • Apr 29iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 17, 2024iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: B1, Building 1, Yard No. 55, Anhe Road, Haidian District, Beijing ChinaNew Risk • Apr 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.0% Last year net profit margin: 5.1% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).Buy Or Sell Opportunity • Apr 17Now 22% overvaluedOver the last 90 days, the stock has fallen 5.7% to CN¥42.80. The fair value is estimated to be CN¥34.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.お知らせ • Mar 30iSoftStone Information Technology (Group) Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Price Target Changed • Mar 20Price target increased by 8.1% to CN¥44.00Up from CN¥40.70, the current price target is an average from 2 analysts. New target price is 16% below last closing price of CN¥52.42. Stock is up 126% over the past year. The company is forecast to post earnings per share of CN¥0.96 for next year compared to CN¥1.06 last year.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥53.43, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 106% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.52 per share.Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥45.47, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 79% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.11 per share.Buy Or Sell Opportunity • Feb 27Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to CN¥43.01. The fair value is estimated to be CN¥34.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 56% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥34.94, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the IT industry in China. Total returns to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥33.41 per share.Buy Or Sell Opportunity • Jan 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to CN¥37.12. The fair value is estimated to be CN¥30.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 60% in 2 years. Earnings are forecast to grow by 124% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥36.20, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the IT industry in China. Total returns to shareholders of 29% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.92 per share.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥46.20, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 26x in the IT industry in China. Total returns to shareholders of 77% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.08 per share.お知らせ • Dec 30iSoftStone Information Technology (Group) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024iSoftStone Information Technology (Group) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Price Target Changed • Nov 28Price target increased by 11% to CN¥38.38Up from CN¥34.65, the current price target is an average from 3 analysts. New target price is 6.6% below last closing price of CN¥41.08. Stock is up 60% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥1.06 last year.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CN¥45.11, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 26x in the IT industry in China. Total returns to shareholders of 76% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.47 per share.Price Target Changed • Nov 03Price target increased by 8.6% to CN¥34.65Up from CN¥31.91, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥34.77. Stock is up 26% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥1.06 last year.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.16 (down from CN¥0.31 in 3Q 2022). Revenue: CN¥4.25b (down 13% from 3Q 2022). Net income: CN¥149.7m (down 38% from 3Q 2022). Profit margin: 3.5% (down from 4.9% in 3Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥31.47, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 26x in the IT industry in China. Total returns to shareholders of 68% over the past year.お知らせ • Sep 30iSoftStone Information Technology (Group) Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023お知らせ • Sep 15iSoftStone Information Technology (Group) Co., Ltd. Approves Board and Executive ChangesiSoftStone Information Technology (Group) Co., Ltd. announced that at the Extraordinary General Meeting of 2023 on 12 September 2023, approved Election and nomination of Liu Tianwen, Che Junhe, Zhang Cheng, Huang Ying, Liu Cheng and Zhao Yong as non-independent directors. Election and nomination of Tang Lin and Chen Baiting as shareholder supervisors.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥27.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 32% over the past year.Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.30 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.14 (down from CN¥0.30 in 2Q 2022). Revenue: CN¥4.38b (down 11% from 2Q 2022). Net income: CN¥142.0m (down 58% from 2Q 2022). Profit margin: 3.2% (down from 6.8% in 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT industry in China.お知らせ • Jul 01iSoftStone Information Technology (Group) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023iSoftStone Information Technology (Group) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥42.66, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 31x in the IT industry in China. Total returns to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.54 per share.Price Target Changed • May 31Price target increased by 7.8% to CN¥50.00Up from CN¥46.38, the current price target is an average from 2 analysts. New target price is 21% above last closing price of CN¥41.23. Stock is up 33% over the past year. The company is forecast to post earnings per share of CN¥2.32 for next year compared to CN¥1.59 last year.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥1.59 (vs CN¥1.75 in FY 2021)Full year 2022 results: EPS: CN¥1.59. Revenue: CN¥19.1b (up 15% from FY 2021). Net income: CN¥973.3m (up 3.0% from FY 2021). Profit margin: 5.1% (down from 5.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 19% growth forecast for the IT industry in China.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥50.72, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 36x in the IT industry in China. Total returns to shareholders of 31% over the past year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥37.90, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 28x in the IT industry in China.お知らせ • Nov 01iSoftStone Information Technology (Group) Co., Ltd. Announces Interim Cash Dividend for the Year 2022 on A Shares, Payable on November 4, 2022iSoftStone Information Technology (Group) Co., Ltd. announced interim cash dividend per 10 shares (tax included) to be implemented (A shares) of CNY 5.00000000 for the year 2022. Record date is 03 November 2022. Ex-date is 04 November 2022. Payment date is 04 November 2022.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.47 (vs CN¥0.45 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.47. Revenue: CN¥4.90b (up 9.0% from 3Q 2021). Net income: CN¥242.3m (flat on 3Q 2021). Profit margin: 4.9% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥29.89, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the IT industry in China.お知らせ • Sep 15iSoftStone Information Technology (Group) Co., Ltd. Approves Interim Profit Distribution Plan for 2022iSoftStone Information Technology (Group) Co., Ltd. at the Extraordinary General Meeting held on 13 September 2022, approved interim profit distribution plan for 2022. Cash dividend/10 shares (tax included): CNY 5.00000000.お知らせ • Aug 26Isoftstone Information Technology (Group) Co., Ltd. Proposes Cash Dividend for the First Half of 2022iSoftStone Information Technology (Group) Co., Ltd. proposed cash dividend/10 shares (tax included) of CNY 5.00000000 for the first half of 2022.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥1.05 (vs CN¥0.70 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.05. Revenue: CN¥4.91b (up 30% from 2Q 2021). Net income: CN¥334.6m (down 12% from 2Q 2021). Profit margin: 6.8% (down from 10.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 32%, compared to a 24% growth forecast for the IT industry in China.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 32% share price gain to CN¥41.88, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the IT industry in China.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. No experienced directors. 6 highly experienced directors. Independent Director Benson Tam was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥46.05, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 43x in the Software industry in China.Board Change • Mar 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Director Benson Tam was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元301236CN ITCN 市場7D6.0%4.6%2.3%1Y-29.1%16.2%35.2%株主還元を見る業界別リターン: 301236過去 1 年間で16.2 % の収益を上げたCN IT業界を下回りました。リターン対市場: 301236は、過去 1 年間で35.2 % のリターンを上げたCN市場を下回りました。価格変動Is 301236's price volatile compared to industry and market?301236 volatility301236 Average Weekly Movement6.6%IT Industry Average Movement6.9%Market Average Movement6.3%10% most volatile stocks in CN Market9.8%10% least volatile stocks in CN Market4.2%安定した株価: 301236 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 301236の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200591,849TW Liuwww.isoftstone.comiSoftStone Information Technology (Group) Co., Ltd.は、中国国内および国際的にソフトウェアおよびデジタル技術サービスを提供している。クラウド管理、クラウドコンピューティング、ビッグデータ、モノのインターネット、人工知能、ブロックチェーン、5G技術、半導体・集積回路、情報セキュリティサービスなどのデジタル技術サービスと、フルスタックサービス、情報システム・アプリケーション開発、製品開発・インフラエンジニアリング、IT運用・保守、ソフトウェア・電子製品テストなどの総合技術サービスを提供し、デジタルコンテンツ、顧客サービス、ビジネスプロセスなどのデジタル運用サービスも提供している。また、グローバル金融管理サービス、企業グループ資金管理サービス、銀行の総合的な意思決定に基づく業績評価ソリューション、銀行データ資産管理、非自動車保険コア業務システム、健康保険コア業務システム、iSoftStone産業インターネット応用プラットフォーム、電力生産監督オンライン管理システム、小売業務ミドルエンドシステム、デジタル物流クラウドプラットフォーム、不動産デジタルマーケティング、疫病ソリューション、CloudVCソリューション、openeulerワンストップサービスソリューションなどのコンサルティングとソリューションを提供している。同社は通信設備、インターネット、ハイテク・製造、金融、運輸・物流、小売・ビジネス、エネルギー・電力、不動産、一般産業にサービスを提供している。同社は2005年に設立され、中国北京に本社を置いている。もっと見るiSoftStone Information Technology (Group) Co., Ltd. 基礎のまとめiSoftStone Information Technology (Group) の収益と売上を時価総額と比較するとどうか。301236 基礎統計学時価総額CN¥43.26b収益（TTM）CN¥53.91m売上高(TTM)CN¥36.20b802.4xPER（株価収益率1.2xP/Sレシオ301236 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計301236 損益計算書（TTM）収益CN¥36.20b売上原価CN¥32.55b売上総利益CN¥3.65bその他の費用CN¥3.59b収益CN¥53.91m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.052グロス・マージン10.07%純利益率0.15%有利子負債／自己資本比率65.5%301236 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.1%現在の配当利回り88%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 01:22終値2026/05/07 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iSoftStone Information Technology (Group) Co., Ltd. 2 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。12 アナリスト機関Yan Jing WuChina Galaxy Securities Co., Ltd.Kai QianChina International Capital Corporation LimitedLin YangHaitong International Research Limited9 その他のアナリストを表示
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お知らせ • Apr 25iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 15, 2026iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 15, 2026, at 14:50 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang China
Reported Earnings • Apr 25First quarter 2026 earnings released: CN¥0.35 loss per share (vs CN¥0.21 loss in 1Q 2025)First quarter 2026 results: CN¥0.35 loss per share (further deteriorated from CN¥0.21 loss in 1Q 2025). Revenue: CN¥8.12b (up 16% from 1Q 2025). Net loss: CN¥349.9m (loss widened 77% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 01iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) announces an Equity Buyback for CNY 200 million worth of its shares.iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be repurchased at a price not more than CNY 68.57 per share. The repurchased shares will be used for ESOP or equity incentives. Shares not used within 3 years after the completion of the repurchase will be cancelled. The program will be funded via Own Funds and/or Self-Financing. The authorization will be valid for a period of 45 days.
お知らせ • Mar 31iSoftStone Information Technology (Group) Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Dec 31iSoftStone Information Technology (Group) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026iSoftStone Information Technology (Group) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.25 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.23. Revenue: CN¥9.60b (flat on 3Q 2024). Net income: CN¥241.5m (up 4.9% from 3Q 2024). Profit margin: 2.5% (up from 2.4% in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in China.
お知らせ • Apr 25iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 15, 2026iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 15, 2026, at 14:50 China Standard Time. Location: The Company's Meeting Room, Shaoxing, Zhejiang China
Reported Earnings • Apr 25First quarter 2026 earnings released: CN¥0.35 loss per share (vs CN¥0.21 loss in 1Q 2025)First quarter 2026 results: CN¥0.35 loss per share (further deteriorated from CN¥0.21 loss in 1Q 2025). Revenue: CN¥8.12b (up 16% from 1Q 2025). Net loss: CN¥349.9m (loss widened 77% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 01iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) announces an Equity Buyback for CNY 200 million worth of its shares.iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be repurchased at a price not more than CNY 68.57 per share. The repurchased shares will be used for ESOP or equity incentives. Shares not used within 3 years after the completion of the repurchase will be cancelled. The program will be funded via Own Funds and/or Self-Financing. The authorization will be valid for a period of 45 days.
お知らせ • Mar 31iSoftStone Information Technology (Group) Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Dec 31iSoftStone Information Technology (Group) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026iSoftStone Information Technology (Group) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.23 (vs CN¥0.25 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.23. Revenue: CN¥9.60b (flat on 3Q 2024). Net income: CN¥241.5m (up 4.9% from 3Q 2024). Profit margin: 2.5% (up from 2.4% in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in China.
お知らせ • Sep 30iSoftStone Information Technology (Group) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
New Risk • Aug 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.6% Last year net profit margin: 0.8% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin).
お知らせ • Aug 05A Group of Buyers acquired 2.35% stake in iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) from FNOF Easynet (HK) Limited for CNY 1 billion.A Group of Buyers acquired 2.35% stake in iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) from FNOF Easynet (HK) Limited for CNY 1 billion on August 4, 2025. A cash consideration valued at CNY 45.27 per share will be paid by the buyer. After the acquisition FNOF Easynet (HK) Limited will hold 14,332,074 shares. A Group of Buyers completed the acquisition of 2.35% stake in iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) from FNOF Easynet (HK) Limited on August 4, 2025.
お知らせ • Jul 08iSoftStone Digital Officially Launches as iSoftStone's New Overseas BrandOn July 3, 2025 Global Digital Economy Conference was grandly held in Beijing. As part of the conference's signature "First Launch Global Debut" segment, iSoftStone officially introduced its new overseas brand, iSoftStone Digital, to the international market. This milestone marks the company's entry into "Going Global Expansion2.0" strategy. With a renewed positioning of driving global client value through digital technology innovation, iSoftStone Digital is opening a new chapter in its international development journey. At the launch ceremony, Mr. Liu Huifu, Director and Chief Technology Officer; Mr. Han Zhimin, President of Computing Products and Smart Electronics Business; Mr. Huang Li, President of International Business; Mr. Yin Lu, Vice President; and Mr. Li Chuan, Vice President jointly witnessed the new era of "iSoftStone Digital", marking a significant milestone in the company's global expansion strategy. As a Chinese leading enterprise in full-stack intelligent products and services, iSoftStone has always committed to global expansion, identifying " international growth" as one of its four core strategies. Over the past twenty years, the company has steadily built a global business network spanning four key regions: Southeast Asia, the Middle East, Japan, and North America. The release of this new brand is another important milestone in iSoftStone's overseas development. With a fresh brand identity, the company aims to further empower Chinese enterprises going abroad and support global clients in their digital transformation efforts.
お知らせ • Jul 02iSoftStone Information Technology (Group) Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025iSoftStone Information Technology (Group) Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Declared Dividend • Jun 07Dividend reduced to CN¥0.10Dividend of CN¥0.10 is 44% lower than last year. Ex-date: 13th June 2025 Payment date: 13th June 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.8%.
お知らせ • May 22iSoftStone Information Technology (Group) Co., Ltd. Approves Cash Dividend for 2024iSoftStone Information Technology (Group) Co., Ltd. held its Annual General Meeting of 2024 on 16 May 2025, during which the following proposal(s) was/were approved Cash dividend/10 shares (tax included) of CNY 1.00000000 for 2024.
Price Target Changed • May 22Price target increased by 16% to CN¥47.27Up from CN¥40.74, the current price target is an average from 2 analysts. New target price is 13% below last closing price of CN¥54.54. Stock is up 34% over the past year. The company is forecast to post earnings per share of CN¥0.42 for next year compared to CN¥0.19 last year.
お知らせ • May 08iSoftStone Information Technology (Group) Co., Ltd. announced that it expects to receive CNY 3.3783203 billion in fundingiSoftStone Information Technology (Group) Co., Ltd. announced a private placement to issue 285,882,353 A shares at an issue price of not be less than 80% of the average trading price of the company's stock in the 20 trading days before the pricing base date for the gross proceeds of not more than CNY 3,378,320,300 before deducting issue expenses on May 7, 2025. The transaction will include participation from not more than 35 investors. The transaction has been approved in 18th meeting of the second board of directors and the 17th meeting of the second board of supervisors held by the company, still needs to be approved by the company's shareholders' meeting, approved by the Shenzhen Stock Exchange, and approved by the China Securities Regulatory Commission. After obtaining registration from the China Securities Regulatory Commission, the company will implement this issuance of stocks to specific objects in accordance with the law, apply to the Shenzhen Stock Exchange and the Shenzhen Branch of China Securities Depository and Clearing Corporation for stock issuance, registration and listing, and complete all reporting and approval procedures for this issuance of stocks to specific objects. After the completion of this stock issuance to specific targets, the shares subscribed by the issuing investors shall not be transferred within 6 months from the date of completion of this issuance.
Major Estimate Revision • May 06Consensus revenue estimates increase by 16%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥32.4b to CN¥37.7b. EPS estimate fell from CN¥0.717 to CN¥0.48. Net income forecast to grow 119% next year vs 61% growth forecast for IT industry in China. Consensus price target of CN¥41.51 unchanged from last update. Share price rose 8.4% to CN¥60.80 over the past week.
New Risk • Apr 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 56% 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 Share price has been volatile over the past 3 months (9.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin).
お知らせ • Apr 26iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 16, 2025iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10.0% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (1.0% net profit margin).
お知らせ • Mar 31iSoftStone Information Technology (Group) Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 31iSoftStone Information Technology (Group) Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025iSoftStone Information Technology (Group) Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Major Estimate Revision • Nov 01Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥29.4b to CN¥29.9b. EPS estimate fell from CN¥0.922 to CN¥0.695 per share. Net income forecast to grow 281% next year vs 63% growth forecast for IT industry in China. Consensus price target of CN¥40.74 unchanged from last update. Share price fell 5.1% to CN¥60.50 over the past week.
Reported Earnings • Oct 26Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: CN¥0.25 (up from CN¥0.16 in 3Q 2023). Revenue: CN¥9.68b (up 128% from 3Q 2023). Net income: CN¥230.3m (up 54% from 3Q 2023). Profit margin: 2.4% (down from 3.5% in 3Q 2023). Revenue exceeded analyst estimates by 48%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in China.
Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 115% to CN¥72.57. The fair value is estimated to be CN¥60.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last year. Earnings per share has declined by 76%. Revenue is forecast to grow by 67% in 2 years. Earnings are forecast to grow by 603% in the next 2 years.
New Risk • Sep 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
お知らせ • Sep 30iSoftStone Information Technology (Group) Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024
Reported Earnings • Aug 31First half 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst half 2024 results: CN¥0.16 loss per share (down from CN¥0.21 profit in 1H 2023). Revenue: CN¥12.5b (up 46% from 1H 2023). Net loss: CN¥154.3m (down 176% from profit in 1H 2023). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in China.
New Risk • Aug 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).
お知らせ • Jun 29iSoftStone Information Technology (Group) Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024iSoftStone Information Technology (Group) Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥35.21, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the IT industry in China. Total returns to shareholders of 25% over the past year.
お知らせ • Jun 06iSoftStone Information Technology (Group) Co., Ltd. Announces 2023 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 13 June 2024iSoftStone Information Technology (Group) Co., Ltd. announced 2023 final profit distribution plan to be implemented (A shares). Cash dividend/10 shares (tax included): CNY 1.80000000. Record date is 12 June 2024. Ex-date is 13 June 2024. Payment date is 13 June 2024.
お知らせ • Apr 29iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 17, 2024iSoftStone Information Technology (Group) Co., Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: B1, Building 1, Yard No. 55, Anhe Road, Haidian District, Beijing China
New Risk • Apr 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.0% Last year net profit margin: 5.1% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin).
Buy Or Sell Opportunity • Apr 17Now 22% overvaluedOver the last 90 days, the stock has fallen 5.7% to CN¥42.80. The fair value is estimated to be CN¥34.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.
お知らせ • Mar 30iSoftStone Information Technology (Group) Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Price Target Changed • Mar 20Price target increased by 8.1% to CN¥44.00Up from CN¥40.70, the current price target is an average from 2 analysts. New target price is 16% below last closing price of CN¥52.42. Stock is up 126% over the past year. The company is forecast to post earnings per share of CN¥0.96 for next year compared to CN¥1.06 last year.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥53.43, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 106% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.52 per share.
Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥45.47, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 25x in the IT industry in China. Total returns to shareholders of 79% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.11 per share.
Buy Or Sell Opportunity • Feb 27Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 5.8% to CN¥43.01. The fair value is estimated to be CN¥34.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 56% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥34.94, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the IT industry in China. Total returns to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥33.41 per share.
Buy Or Sell Opportunity • Jan 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to CN¥37.12. The fair value is estimated to be CN¥30.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 60% in 2 years. Earnings are forecast to grow by 124% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥36.20, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the IT industry in China. Total returns to shareholders of 29% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.92 per share.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥46.20, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 26x in the IT industry in China. Total returns to shareholders of 77% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.08 per share.
お知らせ • Dec 30iSoftStone Information Technology (Group) Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024iSoftStone Information Technology (Group) Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Price Target Changed • Nov 28Price target increased by 11% to CN¥38.38Up from CN¥34.65, the current price target is an average from 3 analysts. New target price is 6.6% below last closing price of CN¥41.08. Stock is up 60% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥1.06 last year.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CN¥45.11, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 26x in the IT industry in China. Total returns to shareholders of 76% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.47 per share.
Price Target Changed • Nov 03Price target increased by 8.6% to CN¥34.65Up from CN¥31.91, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥34.77. Stock is up 26% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥1.06 last year.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.16 (down from CN¥0.31 in 3Q 2022). Revenue: CN¥4.25b (down 13% from 3Q 2022). Net income: CN¥149.7m (down 38% from 3Q 2022). Profit margin: 3.5% (down from 4.9% in 3Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥31.47, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 26x in the IT industry in China. Total returns to shareholders of 68% over the past year.
お知らせ • Sep 30iSoftStone Information Technology (Group) Co., Ltd. to Report Q3, 2023 Results on Oct 26, 2023iSoftStone Information Technology (Group) Co., Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
お知らせ • Sep 15iSoftStone Information Technology (Group) Co., Ltd. Approves Board and Executive ChangesiSoftStone Information Technology (Group) Co., Ltd. announced that at the Extraordinary General Meeting of 2023 on 12 September 2023, approved Election and nomination of Liu Tianwen, Che Junhe, Zhang Cheng, Huang Ying, Liu Cheng and Zhao Yong as non-independent directors. Election and nomination of Tang Lin and Chen Baiting as shareholder supervisors.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥27.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the IT industry in China. Total returns to shareholders of 32% over the past year.
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.30 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.14 (down from CN¥0.30 in 2Q 2022). Revenue: CN¥4.38b (down 11% from 2Q 2022). Net income: CN¥142.0m (down 58% from 2Q 2022). Profit margin: 3.2% (down from 6.8% in 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT industry in China.
お知らせ • Jul 01iSoftStone Information Technology (Group) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023iSoftStone Information Technology (Group) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥42.66, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 31x in the IT industry in China. Total returns to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.54 per share.
Price Target Changed • May 31Price target increased by 7.8% to CN¥50.00Up from CN¥46.38, the current price target is an average from 2 analysts. New target price is 21% above last closing price of CN¥41.23. Stock is up 33% over the past year. The company is forecast to post earnings per share of CN¥2.32 for next year compared to CN¥1.59 last year.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥1.59 (vs CN¥1.75 in FY 2021)Full year 2022 results: EPS: CN¥1.59. Revenue: CN¥19.1b (up 15% from FY 2021). Net income: CN¥973.3m (up 3.0% from FY 2021). Profit margin: 5.1% (down from 5.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 19% growth forecast for the IT industry in China.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥50.72, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 36x in the IT industry in China. Total returns to shareholders of 31% over the past year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥37.90, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 28x in the IT industry in China.
お知らせ • Nov 01iSoftStone Information Technology (Group) Co., Ltd. Announces Interim Cash Dividend for the Year 2022 on A Shares, Payable on November 4, 2022iSoftStone Information Technology (Group) Co., Ltd. announced interim cash dividend per 10 shares (tax included) to be implemented (A shares) of CNY 5.00000000 for the year 2022. Record date is 03 November 2022. Ex-date is 04 November 2022. Payment date is 04 November 2022.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.47 (vs CN¥0.45 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.47. Revenue: CN¥4.90b (up 9.0% from 3Q 2021). Net income: CN¥242.3m (flat on 3Q 2021). Profit margin: 4.9% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the IT industry in China.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥29.89, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the IT industry in China.
お知らせ • Sep 15iSoftStone Information Technology (Group) Co., Ltd. Approves Interim Profit Distribution Plan for 2022iSoftStone Information Technology (Group) Co., Ltd. at the Extraordinary General Meeting held on 13 September 2022, approved interim profit distribution plan for 2022. Cash dividend/10 shares (tax included): CNY 5.00000000.
お知らせ • Aug 26Isoftstone Information Technology (Group) Co., Ltd. Proposes Cash Dividend for the First Half of 2022iSoftStone Information Technology (Group) Co., Ltd. proposed cash dividend/10 shares (tax included) of CNY 5.00000000 for the first half of 2022.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥1.05 (vs CN¥0.70 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.05. Revenue: CN¥4.91b (up 30% from 2Q 2021). Net income: CN¥334.6m (down 12% from 2Q 2021). Profit margin: 6.8% (down from 10.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 32%, compared to a 24% growth forecast for the IT industry in China.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 32% share price gain to CN¥41.88, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the IT industry in China.
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. No experienced directors. 6 highly experienced directors. Independent Director Benson Tam was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥46.05, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 43x in the Software industry in China.
Board Change • Mar 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Director Benson Tam was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
