View ValuationGuangzhou Sie Consulting 将来の成長Future 基準チェック /36Guangzhou Sie Consultingは、115.7%と12.7%でそれぞれ年率115.7%で利益と収益が成長すると予測される一方、EPSはgrowで107.2%年率。主要情報115.7%収益成長率107.24%EPS成長率Software 収益成長33.8%収益成長率12.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日07 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20Less 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. 9 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman of the Supervisory Board Li Yue Lin was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 29Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 19, 2026Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: 20F, Building 1, No. 1, Cuizhi Road, Daliang Town, Shunde District, Foshan, Guangdong Chinaお知らせ • Mar 31Guangzhou Sie Consulting Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Guangzhou Sie Consulting Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31Guangzhou Sie Consulting Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Guangzhou Sie Consulting Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30Guangzhou Sie Consulting Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Guangzhou Sie Consulting Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Jul 02Guangzhou Sie Consulting Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Guangzhou Sie Consulting Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Apr 25Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 15, 2025Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 15, 2025, at 14:30 China Standard Time. Location: 20F, Building 1, No. 1, Cuizhi Road, Daliang County, Shunde District, Foshan, Guangdong Chinaお知らせ • Mar 31Guangzhou Sie Consulting Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Guangzhou Sie Consulting Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 31Guangzhou Sie Consulting Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Guangzhou Sie Consulting Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.16 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥634.2m (up 1.4% from 3Q 2023). Net income: CN¥64.9m (down 39% from 3Q 2023). Profit margin: 10% (down from 17% in 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥18.72, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 37x in the Software industry in China. Total loss to shareholders of 17% over the past year.New Risk • Sep 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 8.4% 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 (8.4% average weekly change). Large one-off items impacting financial results.お知らせ • Sep 30Guangzhou Sie Consulting Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Guangzhou Sie Consulting Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥15.39, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 33x in the Software industry in China. Total loss to shareholders of 33% over the past year.Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CN¥12.28. The fair value is estimated to be CN¥15.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.2%. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.お知らせ • Jun 29Guangzhou Sie Consulting Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Guangzhou Sie Consulting Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024Buy Or Sell Opportunity • May 27Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to CN¥15.81. The fair value is estimated to be CN¥13.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.2%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.Declared Dividend • May 23Dividend of CN¥0.11 announcedShareholders will receive a dividend of CN¥0.11. Ex-date: 28th May 2024 Payment date: 28th May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (19% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.お知らせ • Apr 27Guangzhou Sie Consulting Co., Ltd. Proposes Cash Dividend for 2023Guangzhou Sie Consulting Co., Ltd. announced on 25 April 2024 the profit distribution proposal for 2023: cash dividend/10 shares (tax included) of CNY 1.10000000.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.043 loss in 1Q 2023)First quarter 2024 results: EPS: CN¥0.05 (up from CN¥0.043 loss in 1Q 2023). Revenue: CN¥540.4m (up 4.5% from 1Q 2023). Net income: CN¥20.4m (up CN¥37.9m from 1Q 2023). Profit margin: 3.8% (up from net loss in 1Q 2023). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China.お知らせ • Apr 26Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 15, 2024Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: 20F, Building 1, No. 1, Cuizhi Road, Daliang County, Shunde District, Foshan, Guangdong ChinaBuy Or Sell Opportunity • Apr 17Now 21% overvaluedOver the last 90 days, the stock has fallen 12% to CN¥16.22. The fair value is estimated to be CN¥13.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 60% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.お知らせ • Mar 30Guangzhou Sie Consulting Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Guangzhou Sie Consulting Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024Buy Or Sell Opportunity • Feb 06Now 22% overvaluedOver the last 90 days, the stock has fallen 42% to CN¥14.93. The fair value is estimated to be CN¥12.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 60% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.84, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 26x in the Software industry in China. Total loss to shareholders of 62% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.25 per share.お知らせ • Dec 29Guangzhou Sie Consulting Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Guangzhou Sie Consulting Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024お知らせ • Dec 13Guangzhou Sie Consulting Co., Ltd. (SZSE:300687) announces an Equity Buyback for CNY 40 million worth of its shares.Guangzhou Sie Consulting Co., Ltd. (SZSE:300687) announces a share repurchase program. Under the program, the company will repurchase up to CNY 40 million worth of its A shares. The shares will be repurchased at a price not more than CNY 37.14 per share. The repurchased shares will be used for ESOP or equity incentives. The authorization will be valid for a period of 12 months.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.23 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥625.3m (flat on 3Q 2022). Net income: CN¥106.3m (up 17% from 3Q 2022). Profit margin: 17% (up from 15% in 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥24.72, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 33x in the Software industry in China. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.73 per share.Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.098 (vs CN¥0.14 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.098 (down from CN¥0.14 in 2Q 2022). Revenue: CN¥539.8m (up 1.1% from 2Q 2022). Net income: CN¥39.6m (down 26% from 2Q 2022). Profit margin: 7.3% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China.New Risk • Jul 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.3% average weekly change).お知らせ • May 25Guangzhou Sie Consulting Co., Ltd. Implements Final Profit Distribution Plan of A Shares for 2022, Payable on 01 June 2023Guangzhou Sie Consulting Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 1.25000000. Record date: 31 May 2023, Ex-date: 01 June 2023, Payment date: 01 June 2023. Net cash dividend/10 shares after tax: CNY 1.12500000 (CNY 1.25000000 - CNY 0.12500000).お知らせ • May 23Guangzhou Sie Consulting Co., Ltd. Approves Cash Dividend for 2022Guangzhou Sie Consulting Co., Ltd. at its AGM, held on 19 May 2023, approved Cash dividend/10 shares (tax included): CNY 1.25000000 for 2022.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥29.73, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 42x in the Software industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.29 per share.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥38.38, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 41x in the Software industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.69 per share.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥34.62, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 36x in the Software industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.17 per share.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 Zhengang Zhang 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 29Third quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.22 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.21. Revenue: CN¥640.1m (up 28% from 3Q 2021). Net income: CN¥85.0m (up 10.0% from 3Q 2021). Profit margin: 13% (down from 16% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥26.47, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 28x in the Software industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.63 per share.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.14 (up from CN¥0.13 in 2Q 2021). Revenue: CN¥533.9m (up 9.9% from 2Q 2021). Net income: CN¥53.8m (up 22% from 2Q 2021). Profit margin: 10% (up from 9.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 42%, compared to a 33% growth forecast for the Software industry in China.業績と収益の成長予測XSEC:300687 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20272,580244N/A97112/31/20262,283151N/A25513/31/20262,067-100-309-19N/A12/31/20252,073-107-16261N/A9/30/20252,19272-2463N/A6/30/20252,227128-262-37N/A3/31/20252,345144-276-43N/A12/31/20242,395139-2501N/A9/30/20242,277221-1879N/A6/30/20242,268262-110101N/A3/31/20242,277292-8997N/A12/31/20232,254254-21130N/A9/30/20232,288225-3156N/A6/30/20232,302204-21143N/A3/31/20232,296218-19183N/A1/1/20232,271249-31168N/A9/30/20222,234245-71133N/A6/30/20222,093237-4201N/A3/31/20222,04522827216N/A1/1/20221,93522556253N/A9/30/20211,793199-9214N/A6/30/20211,716185-156125N/A3/31/20211,526184-92140N/A12/31/20201,385176-122121N/A9/30/20201,275124-72101N/A6/30/20201,13110036119N/A3/31/20201,11070-3054N/A12/31/20191,07666N/A44N/A9/30/20191,05697N/A123N/A6/30/20191,030100N/A58N/A3/31/2019961103N/A72N/A12/31/2018909114N/A62N/A9/30/2018825103N/A-103N/A6/30/201874789N/A-96N/A3/31/201871796N/A-64N/A12/31/2017709101N/A32N/A9/30/201766892N/A27N/A6/30/201766090N/A81N/A3/31/201762483N/AN/AN/A12/31/201661282N/A47N/A12/31/201540843N/A6N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 300687は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.4% ) よりも高い成長率であると考えられます。収益対市場: 300687今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 300687今後 3 年以内に収益を上げることが予想されます。収益対市場: 300687の収益 ( 12.7% ) CN市場 ( 16.4% ) よりも低い成長が予測されています。高い収益成長: 300687の収益 ( 12.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 300687の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 14:50終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Guangzhou Sie Consulting Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Zhihao WangChina International Capital Corporation LimitedGuoping JiangEverbright Securities Co. Ltd.Lin YangHaitong International Research Limited2 その他のアナリストを表示
Board Change • May 20Less 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. 9 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Chairman of the Supervisory Board Li Yue Lin was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 29Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 19, 2026Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: 20F, Building 1, No. 1, Cuizhi Road, Daliang Town, Shunde District, Foshan, Guangdong China
お知らせ • Mar 31Guangzhou Sie Consulting Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Guangzhou Sie Consulting Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31Guangzhou Sie Consulting Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Guangzhou Sie Consulting Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30Guangzhou Sie Consulting Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Guangzhou Sie Consulting Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jul 02Guangzhou Sie Consulting Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Guangzhou Sie Consulting Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Apr 25Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 15, 2025Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 15, 2025, at 14:30 China Standard Time. Location: 20F, Building 1, No. 1, Cuizhi Road, Daliang County, Shunde District, Foshan, Guangdong China
お知らせ • Mar 31Guangzhou Sie Consulting Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Guangzhou Sie Consulting Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 31Guangzhou Sie Consulting Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Guangzhou Sie Consulting Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.16 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥634.2m (up 1.4% from 3Q 2023). Net income: CN¥64.9m (down 39% from 3Q 2023). Profit margin: 10% (down from 17% in 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥18.72, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 37x in the Software industry in China. Total loss to shareholders of 17% over the past year.
New Risk • Sep 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 8.4% 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 (8.4% average weekly change). Large one-off items impacting financial results.
お知らせ • Sep 30Guangzhou Sie Consulting Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Guangzhou Sie Consulting Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥15.39, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 33x in the Software industry in China. Total loss to shareholders of 33% over the past year.
Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CN¥12.28. The fair value is estimated to be CN¥15.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.2%. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
お知らせ • Jun 29Guangzhou Sie Consulting Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Guangzhou Sie Consulting Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
Buy Or Sell Opportunity • May 27Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to CN¥15.81. The fair value is estimated to be CN¥13.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.2%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.
Declared Dividend • May 23Dividend of CN¥0.11 announcedShareholders will receive a dividend of CN¥0.11. Ex-date: 28th May 2024 Payment date: 28th May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (19% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
お知らせ • Apr 27Guangzhou Sie Consulting Co., Ltd. Proposes Cash Dividend for 2023Guangzhou Sie Consulting Co., Ltd. announced on 25 April 2024 the profit distribution proposal for 2023: cash dividend/10 shares (tax included) of CNY 1.10000000.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.043 loss in 1Q 2023)First quarter 2024 results: EPS: CN¥0.05 (up from CN¥0.043 loss in 1Q 2023). Revenue: CN¥540.4m (up 4.5% from 1Q 2023). Net income: CN¥20.4m (up CN¥37.9m from 1Q 2023). Profit margin: 3.8% (up from net loss in 1Q 2023). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China.
お知らせ • Apr 26Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 15, 2024Guangzhou Sie Consulting Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: 20F, Building 1, No. 1, Cuizhi Road, Daliang County, Shunde District, Foshan, Guangdong China
Buy Or Sell Opportunity • Apr 17Now 21% overvaluedOver the last 90 days, the stock has fallen 12% to CN¥16.22. The fair value is estimated to be CN¥13.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 60% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.
お知らせ • Mar 30Guangzhou Sie Consulting Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Guangzhou Sie Consulting Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
Buy Or Sell Opportunity • Feb 06Now 22% overvaluedOver the last 90 days, the stock has fallen 42% to CN¥14.93. The fair value is estimated to be CN¥12.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 60% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.84, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 26x in the Software industry in China. Total loss to shareholders of 62% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.25 per share.
お知らせ • Dec 29Guangzhou Sie Consulting Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Guangzhou Sie Consulting Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024
お知らせ • Dec 13Guangzhou Sie Consulting Co., Ltd. (SZSE:300687) announces an Equity Buyback for CNY 40 million worth of its shares.Guangzhou Sie Consulting Co., Ltd. (SZSE:300687) announces a share repurchase program. Under the program, the company will repurchase up to CNY 40 million worth of its A shares. The shares will be repurchased at a price not more than CNY 37.14 per share. The repurchased shares will be used for ESOP or equity incentives. The authorization will be valid for a period of 12 months.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.23 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥625.3m (flat on 3Q 2022). Net income: CN¥106.3m (up 17% from 3Q 2022). Profit margin: 17% (up from 15% in 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥24.72, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 33x in the Software industry in China. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.73 per share.
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.098 (vs CN¥0.14 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.098 (down from CN¥0.14 in 2Q 2022). Revenue: CN¥539.8m (up 1.1% from 2Q 2022). Net income: CN¥39.6m (down 26% from 2Q 2022). Profit margin: 7.3% (down from 10% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China.
New Risk • Jul 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.3% average weekly change).
お知らせ • May 25Guangzhou Sie Consulting Co., Ltd. Implements Final Profit Distribution Plan of A Shares for 2022, Payable on 01 June 2023Guangzhou Sie Consulting Co., Ltd. announced 2022 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 1.25000000. Record date: 31 May 2023, Ex-date: 01 June 2023, Payment date: 01 June 2023. Net cash dividend/10 shares after tax: CNY 1.12500000 (CNY 1.25000000 - CNY 0.12500000).
お知らせ • May 23Guangzhou Sie Consulting Co., Ltd. Approves Cash Dividend for 2022Guangzhou Sie Consulting Co., Ltd. at its AGM, held on 19 May 2023, approved Cash dividend/10 shares (tax included): CNY 1.25000000 for 2022.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥29.73, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 42x in the Software industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.29 per share.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥38.38, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 41x in the Software industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.69 per share.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥34.62, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 36x in the Software industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.17 per share.
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 Zhengang Zhang 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 29Third quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.22 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.21. Revenue: CN¥640.1m (up 28% from 3Q 2021). Net income: CN¥85.0m (up 10.0% from 3Q 2021). Profit margin: 13% (down from 16% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥26.47, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 28x in the Software industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥28.63 per share.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.14 (up from CN¥0.13 in 2Q 2021). Revenue: CN¥533.9m (up 9.9% from 2Q 2021). Net income: CN¥53.8m (up 22% from 2Q 2021). Profit margin: 10% (up from 9.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 42%, compared to a 33% growth forecast for the Software industry in China.