Beijing Waluer Information Technology（301380）株式概要北京ウォルアー情報技術有限公司 詳細301380 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性4/6配当金3/6報酬株価収益率（ 71.5 x）は、 IT業界平均（ 109.5 x）を下回っています。リスク分析過去5年間で収益は年間4.9%減少しました。 不安定な配当実績 利益率(3.3%)は昨年より低い(6.7%) すべてのリスクチェックを見る301380 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¥26.2822.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue CN¥2.2bEarnings CN¥74.3mAdvancedSet Fair ValueView all narrativesBeijing Waluer Information Technology Co., Ltd. 競合他社Wiscom SystemSymbol: SZSE:002090Market cap: CN¥3.6bChinaEtek Service & TechnologySymbol: SZSE:301208Market cap: CN¥3.4bYunnan Nantian Electronics InformationLtdSymbol: SZSE:000948Market cap: CN¥4.6bZhengyuan Zhihui GroupLtdSymbol: SZSE:300645Market cap: CN¥1.6b価格と性能株価の高値、安値、推移の概要Beijing Waluer Information Technology過去の株価現在の株価CN¥26.2852週高値CN¥46.2052週安値CN¥26.26ベータ0.181ヶ月の変化-17.85%3ヶ月変化-17.88%1年変化-28.20%3年間の変化-17.45%5年間の変化n/aIPOからの変化-15.66%最新ニュースお知らせ • Apr 23Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 300 million in fundingBeijing Waluer Information Technology Co., Ltd. announced a private placement to A shares at an issue price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceed of CNY 300,000,000 on April 21, 2026. The transaction has been approved in the 1st Extraordinary Meeting of 2026 of the 4th Directorate and is subject to the Company’s Annual Shareholders Meeting of 2025 for approval. The shares cannot be transferred within 6 months from the issuance closing date. The transaction will include participation from not more than 35 investors.Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.42 (vs CN¥0.66 in FY 2024)Full year 2025 results: EPS: CN¥0.42 (down from CN¥0.66 in FY 2024). Revenue: CN¥1.10b (up 11% from FY 2024). Net income: CN¥43.0m (down 35% from FY 2024). Profit margin: 3.9% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.お知らせ • Apr 23Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 6F, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing Chinaお知らせ • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Mar 25Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun.Beijing Kaisheng Enterprise Management Development Center agreed to acquire 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun for approximately CNY 160 million on December 29, 2025. A cash consideration of CNY 160.57 million will be paid by Beijing Kaisheng Enterprise Management Development Center. As part of consideration, CNY 160.57 million is paid towards common equity of Beijing Waluer Information Technology Co., Ltd. The share transfer agreement outlines a structured payment plan for Beijing Kaisheng to pay Chen Kun in three installments. The first installment, amounting to 20% of the total share transfer price (CNY 32.11 million), is due within thirty working days after the agreement is signed. The second installment, constituting 30% of the transfer price (CNY 48.17 million), is payable within five working days after the seller receives a confirmation letter for the share transfer from the Shenzhen Stock Exchange. The final installment, covering the remaining 50% of the transfer price (CNY 80.28 million), is due within five working days following the completion of the share transfer registration as stipulated in the agreement. The transaction is subject to approval by Shenzhen Stock Exchange. Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun on March 24, 2026.New Risk • Jan 12New 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 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).最新情報をもっと見るRecent updatesお知らせ • Apr 23Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 300 million in fundingBeijing Waluer Information Technology Co., Ltd. announced a private placement to A shares at an issue price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceed of CNY 300,000,000 on April 21, 2026. The transaction has been approved in the 1st Extraordinary Meeting of 2026 of the 4th Directorate and is subject to the Company’s Annual Shareholders Meeting of 2025 for approval. The shares cannot be transferred within 6 months from the issuance closing date. The transaction will include participation from not more than 35 investors.Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.42 (vs CN¥0.66 in FY 2024)Full year 2025 results: EPS: CN¥0.42 (down from CN¥0.66 in FY 2024). Revenue: CN¥1.10b (up 11% from FY 2024). Net income: CN¥43.0m (down 35% from FY 2024). Profit margin: 3.9% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.お知らせ • Apr 23Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 6F, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing Chinaお知らせ • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Mar 25Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun.Beijing Kaisheng Enterprise Management Development Center agreed to acquire 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun for approximately CNY 160 million on December 29, 2025. A cash consideration of CNY 160.57 million will be paid by Beijing Kaisheng Enterprise Management Development Center. As part of consideration, CNY 160.57 million is paid towards common equity of Beijing Waluer Information Technology Co., Ltd. The share transfer agreement outlines a structured payment plan for Beijing Kaisheng to pay Chen Kun in three installments. The first installment, amounting to 20% of the total share transfer price (CNY 32.11 million), is due within thirty working days after the agreement is signed. The second installment, constituting 30% of the transfer price (CNY 48.17 million), is payable within five working days after the seller receives a confirmation letter for the share transfer from the Shenzhen Stock Exchange. The final installment, covering the remaining 50% of the transfer price (CNY 80.28 million), is due within five working days following the completion of the share transfer registration as stipulated in the agreement. The transaction is subject to approval by Shenzhen Stock Exchange. Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun on March 24, 2026.New Risk • Jan 12New 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 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).お知らせ • Dec 31Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥37.80, the stock trades at a trailing P/E ratio of 65.8x. Average trailing P/E is 105x in the IT industry in China. Total returns to shareholders of 54% over the past three years.Reported Earnings • Oct 28Third quarter 2025 earnings released: CN¥0.04 loss per share (vs CN¥0.084 profit in 3Q 2024)Third quarter 2025 results: CN¥0.04 loss per share (down from CN¥0.084 profit in 3Q 2024). Revenue: CN¥261.0m (down 1.6% from 3Q 2024). Net loss: CN¥4.15m (down 148% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Sep 30Beijing Waluer Information Technology Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥45.32, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 96x in the IT industry in China. Total returns to shareholders of 103% over the past year.お知らせ • Jul 02Beijing Waluer Information Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025New Risk • May 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 18% per year over the past 5 years. High level of non-cash earnings (65% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Paying a dividend despite having no free cash flows.お知らせ • Apr 28Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 20, 2025Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: 6F, Building 1, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥36.66, the stock trades at a trailing P/E ratio of 47.7x. Average trailing P/E is 82x in the IT industry in China. Total returns to shareholders of 5.5% over the past year.お知らせ • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025分析記事 • Feb 10There's Reason For Concern Over Beijing Waluer Information Technology Co., Ltd.'s (SZSE:301380) Massive 30% Price JumpBeijing Waluer Information Technology Co., Ltd. ( SZSE:301380 ) shareholders have had their patience rewarded with a...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥54.36, the stock trades at a trailing P/E ratio of 70.7x. Average trailing P/E is 84x in the IT industry in China. Total returns to shareholders of 89% over the past year.分析記事 • Feb 07Some Investors May Be Worried About Beijing Waluer Information Technology's (SZSE:301380) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.お知らせ • Dec 31Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025分析記事 • Dec 04Subdued Growth No Barrier To Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) With Shares Advancing 25%Despite an already strong run, Beijing Waluer Information Technology Co., Ltd. ( SZSE:301380 ) shares have been...Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥265.3m (up 24% from 3Q 2023). Net income: CN¥8.60m (down 51% from 3Q 2023). Profit margin: 3.2% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses.分析記事 • Oct 16Investors Could Be Concerned With Beijing Waluer Information Technology's (SZSE:301380) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥39.93, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 62x in the IT industry in China. Total loss to shareholders of 17% over the past year.お知らせ • Sep 30Beijing Waluer Information Technology Co., Ltd. to Report Q3, 2024 Results on Oct 24, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥40.63, the stock trades at a trailing P/E ratio of 45.3x. Average trailing P/E is 59x in the IT industry in China. Total loss to shareholders of 17% over the past year.分析記事 • Sep 04There May Be Underlying Issues With The Quality Of Beijing Waluer Information Technology's (SZSE:301380) EarningsDespite posting some strong earnings, the market for Beijing Waluer Information Technology Co., Ltd.'s ( SZSE:301380...New Risk • Aug 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 74% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (74% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.8% increase in shares outstanding).お知らせ • Jun 29Beijing Waluer Information Technology Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024分析記事 • Jun 06Beijing Waluer Information Technology (SZSE:301380) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Apr 27Beijing Waluer Information Technology Co., Ltd. Proposes Final Cash Dividend for 2023Beijing Waluer Information Technology Co., Ltd. announced on 25 April 2024 the final profit distribution proposal for 2023: cash dividend/10 shares (tax included) of CNY 5.70000000.お知らせ • Apr 26Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 15, 2024Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaValuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥29.22, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 47x in the IT industry in China. Total loss to shareholders of 42% over the past year.お知らせ • Mar 30Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥34.28, the stock trades at a trailing P/E ratio of 55.2x. Average trailing P/E is 46x in the IT industry in China. Total loss to shareholders of 20% over the past year.New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 11% per year over the past 5 years. Earnings have declined by 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Dividend is not well covered by cash flows (94% cash payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (5.7% net profit margin). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).New Risk • Jan 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 11% per year over the past 5 years. Earnings have declined by 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Dividend is not well covered by cash flows (94% cash payout ratio). Profit margins are more than 30% lower than last year (5.7% net profit margin). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).お知らせ • Dec 29Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.24 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.24 in 3Q 2022). Revenue: CN¥214.4m (up 35% from 3Q 2022). Net income: CN¥17.6m (up 41% from 3Q 2022). Profit margin: 8.2% (up from 7.8% in 3Q 2022). The increase in margin was driven by higher revenue.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.35 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.35 in 2Q 2022). Revenue: CN¥186.2m (up 19% from 2Q 2022). Net income: CN¥8.95m (down 50% from 2Q 2022). Profit margin: 4.8% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses.New Risk • Aug 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). Earnings have declined by 3.9% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (117% cash payout ratio).Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥51.90, the stock trades at a trailing P/E ratio of 75x. Average trailing P/E is 58x in the IT industry in China.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥46.44, the stock trades at a trailing P/E ratio of 67.1x. Average trailing P/E is 61x in the IT industry in China.お知らせ • Jun 02Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 179.7 million in fundingBeijing Waluer Information Technology Co., Ltd. announced that it will issue common shares for total gross proceeds of up to CNY 179.7 million on May 31, 2023.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥55.66, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 58x in the IT industry in China.Reported Earnings • Mar 21Full year 2022 earnings released: EPS: CN¥0.88 (vs CN¥1.28 in FY 2021)Full year 2022 results: EPS: CN¥0.88 (down from CN¥1.28 in FY 2021). Revenue: CN¥653.2m (down 2.2% from FY 2021). Net income: CN¥47.6m (down 27% from FY 2021). Profit margin: 7.3% (down from 9.8% in FY 2021).お知らせ • Feb 01Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) completed the acquisition of Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei.Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million on December 12, 2022. Beijing Waluer Information Technology will fund the transaction value of CNY 153 million part of the over-raised funds and its own funds. Cui Jia agreed to waive the right of first refusal enjoyed in this equity transfer. Beijing Yitong Jiayue Technology has reported total assets of CNY 109.151639 million on December 31, 2021. The transaction has approved by board of Beijing Waluer Information Technology at ninth meeting of the third board of directors and the sixth meeting of the third board of supervisors held on December 12, 2022. The transaction is still needs to be submitted to Beijing Waluer Information Technology's general meeting of shareholders for consideration. Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) completed the acquisition of Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei on January 31, 2023.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥42.40, the stock trades at a trailing P/E ratio of 46.6x. Average trailing P/E is 45x in the IT industry in China.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥34.31, the stock trades at a trailing P/E ratio of 37.7x. Average trailing P/E is 44x in the IT industry in China.お知らせ • Dec 16Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million.Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million on December 12, 2022. Beijing Waluer Information Technology will fund the transaction value of CNY 153 million part of the over-raised funds and its own funds. Cui Jia agreed to waive the right of first refusal enjoyed in this equity transfer. Beijing Yitong Jiayue Technology has reported total assets of CNY 109.151639 million on December 31, 2021. The transaction has approved by board of Beijing Waluer Information Technology at ninth meeting of the third board of directors and the sixth meeting of the third board of supervisors held on December 12, 2022. The transaction is still needs to be submitted to Beijing Waluer Information Technology's general meeting of shareholders for consideration.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jingchuan Yang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.31 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.24 (down from CN¥0.31 in 3Q 2021). Revenue: CN¥159.2m (down 13% from 3Q 2021). Net income: CN¥12.5m (down 20% from 3Q 2021). Profit margin: 7.8% (down from 8.6% in 3Q 2021). The decrease in margin was driven by lower revenue.Board Change • Oct 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jingchuan Yang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元301380CN ITCN 市場7D-9.4%-4.1%1.0%1Y-28.2%-5.9%32.3%株主還元を見る業界別リターン: 301380過去 1 年間で-5.9 % 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: 301380は、過去 1 年間で32.3 % のリターンを上げたCN市場を下回りました。価格変動Is 301380's price volatile compared to industry and market?301380 volatility301380 Average Weekly Movement6.3%IT Industry Average Movement7.2%Market Average Movement6.6%10% most volatile stocks in CN Market10.6%10% least volatile stocks in CN Market4.0%安定した株価: 301380 、 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: 301380の 週次ボラティリティ ( 6% ) 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2011199Zheng Liwww.waluer.com北京ウォルアー信息技術有限公司は、電気通信、デジタル統合および開発サービスを提供しています。また、デジタル技術とアプリケーション、モバイル情報、デジタルマーケティングサービスも提供している。同社は2011年に設立され、中国の北京を拠点としている。もっと見るBeijing Waluer Information Technology Co., Ltd. 基礎のまとめBeijing Waluer Information Technology の収益と売上を時価総額と比較するとどうか。301380 基礎統計学時価総額CN¥2.66b収益（TTM）CN¥37.27m売上高(TTM)CN¥1.12b71.5xPER（株価収益率2.4xP/Sレシオ301380 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301380 損益計算書（TTM）収益CN¥1.12b売上原価CN¥966.15m売上総利益CN¥154.57mその他の費用CN¥117.29m収益CN¥37.27m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）0.37グロス・マージン13.79%純利益率3.33%有利子負債／自己資本比率58.8%301380 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0.8%現在の配当利回り59%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2026/06/26 21:50終値2026/06/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Beijing Waluer Information Technology Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Apr 23Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 300 million in fundingBeijing Waluer Information Technology Co., Ltd. announced a private placement to A shares at an issue price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceed of CNY 300,000,000 on April 21, 2026. The transaction has been approved in the 1st Extraordinary Meeting of 2026 of the 4th Directorate and is subject to the Company’s Annual Shareholders Meeting of 2025 for approval. The shares cannot be transferred within 6 months from the issuance closing date. The transaction will include participation from not more than 35 investors.
Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.42 (vs CN¥0.66 in FY 2024)Full year 2025 results: EPS: CN¥0.42 (down from CN¥0.66 in FY 2024). Revenue: CN¥1.10b (up 11% from FY 2024). Net income: CN¥43.0m (down 35% from FY 2024). Profit margin: 3.9% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
お知らせ • Apr 23Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 6F, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing China
お知らせ • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Mar 25Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun.Beijing Kaisheng Enterprise Management Development Center agreed to acquire 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun for approximately CNY 160 million on December 29, 2025. A cash consideration of CNY 160.57 million will be paid by Beijing Kaisheng Enterprise Management Development Center. As part of consideration, CNY 160.57 million is paid towards common equity of Beijing Waluer Information Technology Co., Ltd. The share transfer agreement outlines a structured payment plan for Beijing Kaisheng to pay Chen Kun in three installments. The first installment, amounting to 20% of the total share transfer price (CNY 32.11 million), is due within thirty working days after the agreement is signed. The second installment, constituting 30% of the transfer price (CNY 48.17 million), is payable within five working days after the seller receives a confirmation letter for the share transfer from the Shenzhen Stock Exchange. The final installment, covering the remaining 50% of the transfer price (CNY 80.28 million), is due within five working days following the completion of the share transfer registration as stipulated in the agreement. The transaction is subject to approval by Shenzhen Stock Exchange. Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun on March 24, 2026.
New Risk • Jan 12New 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 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).
お知らせ • Apr 23Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 300 million in fundingBeijing Waluer Information Technology Co., Ltd. announced a private placement to A shares at an issue price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceed of CNY 300,000,000 on April 21, 2026. The transaction has been approved in the 1st Extraordinary Meeting of 2026 of the 4th Directorate and is subject to the Company’s Annual Shareholders Meeting of 2025 for approval. The shares cannot be transferred within 6 months from the issuance closing date. The transaction will include participation from not more than 35 investors.
Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.42 (vs CN¥0.66 in FY 2024)Full year 2025 results: EPS: CN¥0.42 (down from CN¥0.66 in FY 2024). Revenue: CN¥1.10b (up 11% from FY 2024). Net income: CN¥43.0m (down 35% from FY 2024). Profit margin: 3.9% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
お知らせ • Apr 23Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 6F, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing China
お知らせ • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Mar 25Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun.Beijing Kaisheng Enterprise Management Development Center agreed to acquire 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun for approximately CNY 160 million on December 29, 2025. A cash consideration of CNY 160.57 million will be paid by Beijing Kaisheng Enterprise Management Development Center. As part of consideration, CNY 160.57 million is paid towards common equity of Beijing Waluer Information Technology Co., Ltd. The share transfer agreement outlines a structured payment plan for Beijing Kaisheng to pay Chen Kun in three installments. The first installment, amounting to 20% of the total share transfer price (CNY 32.11 million), is due within thirty working days after the agreement is signed. The second installment, constituting 30% of the transfer price (CNY 48.17 million), is payable within five working days after the seller receives a confirmation letter for the share transfer from the Shenzhen Stock Exchange. The final installment, covering the remaining 50% of the transfer price (CNY 80.28 million), is due within five working days following the completion of the share transfer registration as stipulated in the agreement. The transaction is subject to approval by Shenzhen Stock Exchange. Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun on March 24, 2026.
New Risk • Jan 12New 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 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).
お知らせ • Dec 31Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥37.80, the stock trades at a trailing P/E ratio of 65.8x. Average trailing P/E is 105x in the IT industry in China. Total returns to shareholders of 54% over the past three years.
Reported Earnings • Oct 28Third quarter 2025 earnings released: CN¥0.04 loss per share (vs CN¥0.084 profit in 3Q 2024)Third quarter 2025 results: CN¥0.04 loss per share (down from CN¥0.084 profit in 3Q 2024). Revenue: CN¥261.0m (down 1.6% from 3Q 2024). Net loss: CN¥4.15m (down 148% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Beijing Waluer Information Technology Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥45.32, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 96x in the IT industry in China. Total returns to shareholders of 103% over the past year.
お知らせ • Jul 02Beijing Waluer Information Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
New Risk • May 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 18% per year over the past 5 years. High level of non-cash earnings (65% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Paying a dividend despite having no free cash flows.
お知らせ • Apr 28Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 20, 2025Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: 6F, Building 1, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥36.66, the stock trades at a trailing P/E ratio of 47.7x. Average trailing P/E is 82x in the IT industry in China. Total returns to shareholders of 5.5% over the past year.
お知らせ • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
分析記事 • Feb 10There's Reason For Concern Over Beijing Waluer Information Technology Co., Ltd.'s (SZSE:301380) Massive 30% Price JumpBeijing Waluer Information Technology Co., Ltd. ( SZSE:301380 ) shareholders have had their patience rewarded with a...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥54.36, the stock trades at a trailing P/E ratio of 70.7x. Average trailing P/E is 84x in the IT industry in China. Total returns to shareholders of 89% over the past year.
分析記事 • Feb 07Some Investors May Be Worried About Beijing Waluer Information Technology's (SZSE:301380) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
お知らせ • Dec 31Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
分析記事 • Dec 04Subdued Growth No Barrier To Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) With Shares Advancing 25%Despite an already strong run, Beijing Waluer Information Technology Co., Ltd. ( SZSE:301380 ) shares have been...
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥265.3m (up 24% from 3Q 2023). Net income: CN¥8.60m (down 51% from 3Q 2023). Profit margin: 3.2% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses.
分析記事 • Oct 16Investors Could Be Concerned With Beijing Waluer Information Technology's (SZSE:301380) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥39.93, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 62x in the IT industry in China. Total loss to shareholders of 17% over the past year.
お知らせ • Sep 30Beijing Waluer Information Technology Co., Ltd. to Report Q3, 2024 Results on Oct 24, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥40.63, the stock trades at a trailing P/E ratio of 45.3x. Average trailing P/E is 59x in the IT industry in China. Total loss to shareholders of 17% over the past year.
分析記事 • Sep 04There May Be Underlying Issues With The Quality Of Beijing Waluer Information Technology's (SZSE:301380) EarningsDespite posting some strong earnings, the market for Beijing Waluer Information Technology Co., Ltd.'s ( SZSE:301380...
New Risk • Aug 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 74% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (74% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
お知らせ • Jun 29Beijing Waluer Information Technology Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
分析記事 • Jun 06Beijing Waluer Information Technology (SZSE:301380) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Apr 27Beijing Waluer Information Technology Co., Ltd. Proposes Final Cash Dividend for 2023Beijing Waluer Information Technology Co., Ltd. announced on 25 April 2024 the final profit distribution proposal for 2023: cash dividend/10 shares (tax included) of CNY 5.70000000.
お知らせ • Apr 26Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 15, 2024Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥29.22, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 47x in the IT industry in China. Total loss to shareholders of 42% over the past year.
お知らせ • Mar 30Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥34.28, the stock trades at a trailing P/E ratio of 55.2x. Average trailing P/E is 46x in the IT industry in China. Total loss to shareholders of 20% over the past year.
New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 11% per year over the past 5 years. Earnings have declined by 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Dividend is not well covered by cash flows (94% cash payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (5.7% net profit margin). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
New Risk • Jan 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 11% per year over the past 5 years. Earnings have declined by 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Dividend is not well covered by cash flows (94% cash payout ratio). Profit margins are more than 30% lower than last year (5.7% net profit margin). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
お知らせ • Dec 29Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.24 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.24 in 3Q 2022). Revenue: CN¥214.4m (up 35% from 3Q 2022). Net income: CN¥17.6m (up 41% from 3Q 2022). Profit margin: 8.2% (up from 7.8% in 3Q 2022). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.35 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.35 in 2Q 2022). Revenue: CN¥186.2m (up 19% from 2Q 2022). Net income: CN¥8.95m (down 50% from 2Q 2022). Profit margin: 4.8% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses.
New Risk • Aug 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). Earnings have declined by 3.9% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (117% cash payout ratio).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥51.90, the stock trades at a trailing P/E ratio of 75x. Average trailing P/E is 58x in the IT industry in China.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥46.44, the stock trades at a trailing P/E ratio of 67.1x. Average trailing P/E is 61x in the IT industry in China.
お知らせ • Jun 02Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 179.7 million in fundingBeijing Waluer Information Technology Co., Ltd. announced that it will issue common shares for total gross proceeds of up to CNY 179.7 million on May 31, 2023.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥55.66, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 58x in the IT industry in China.
Reported Earnings • Mar 21Full year 2022 earnings released: EPS: CN¥0.88 (vs CN¥1.28 in FY 2021)Full year 2022 results: EPS: CN¥0.88 (down from CN¥1.28 in FY 2021). Revenue: CN¥653.2m (down 2.2% from FY 2021). Net income: CN¥47.6m (down 27% from FY 2021). Profit margin: 7.3% (down from 9.8% in FY 2021).
お知らせ • Feb 01Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) completed the acquisition of Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei.Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million on December 12, 2022. Beijing Waluer Information Technology will fund the transaction value of CNY 153 million part of the over-raised funds and its own funds. Cui Jia agreed to waive the right of first refusal enjoyed in this equity transfer. Beijing Yitong Jiayue Technology has reported total assets of CNY 109.151639 million on December 31, 2021. The transaction has approved by board of Beijing Waluer Information Technology at ninth meeting of the third board of directors and the sixth meeting of the third board of supervisors held on December 12, 2022. The transaction is still needs to be submitted to Beijing Waluer Information Technology's general meeting of shareholders for consideration. Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) completed the acquisition of Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei on January 31, 2023.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥42.40, the stock trades at a trailing P/E ratio of 46.6x. Average trailing P/E is 45x in the IT industry in China.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥34.31, the stock trades at a trailing P/E ratio of 37.7x. Average trailing P/E is 44x in the IT industry in China.
お知らせ • Dec 16Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million.Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million on December 12, 2022. Beijing Waluer Information Technology will fund the transaction value of CNY 153 million part of the over-raised funds and its own funds. Cui Jia agreed to waive the right of first refusal enjoyed in this equity transfer. Beijing Yitong Jiayue Technology has reported total assets of CNY 109.151639 million on December 31, 2021. The transaction has approved by board of Beijing Waluer Information Technology at ninth meeting of the third board of directors and the sixth meeting of the third board of supervisors held on December 12, 2022. The transaction is still needs to be submitted to Beijing Waluer Information Technology's general meeting of shareholders for consideration.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jingchuan Yang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.31 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.24 (down from CN¥0.31 in 3Q 2021). Revenue: CN¥159.2m (down 13% from 3Q 2021). Net income: CN¥12.5m (down 20% from 3Q 2021). Profit margin: 7.8% (down from 8.6% in 3Q 2021). The decrease in margin was driven by lower revenue.
Board Change • Oct 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jingchuan Yang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
