View Financial HealthLinkage Software 配当と自社株買い配当金 基準チェック /36Linkage Software配当を支払う会社であり、現在の利回りは1.66%で、収益によって十分にカバーされています。主要情報1.7%配当利回り1.1%バイバック利回り総株主利回り2.7%将来の配当利回りn/a配当成長5.5%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向80%最近の配当と自社株買いの更新お知らせ • Sep 06Linkage Software Co., LTD (SHSE:688588) announces an Equity Buyback for CNY 50 million worth of its shares.Linkage Software Co., LTD (SHSE:688588) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 9.6 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.すべての更新を表示Recent updatesお知らせ • Apr 29Linkage Software Co., LTD, Annual General Meeting, May 22, 2026Linkage Software Co., LTD, Annual General Meeting, May 22, 2026, at 15:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai Chinaお知らせ • Mar 30Linkage Software Co., LTD to Report Q1, 2026 Results on Apr 29, 2026Linkage Software Co., LTD announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 26Linkage Software Co., LTD to Report Fiscal Year 2025 Results on Apr 02, 2026Linkage Software Co., LTD announced that they will report fiscal year 2025 results on Apr 02, 2026お知らせ • Sep 30Linkage Software Co., LTD to Report Q3, 2025 Results on Oct 30, 2025Linkage Software Co., LTD announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Jun 30Linkage Software Co., LTD to Report First Half, 2025 Results on Aug 29, 2025Linkage Software Co., LTD announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Apr 18Linkage Software Co., LTD, Annual General Meeting, May 19, 2025Linkage Software Co., LTD, Annual General Meeting, May 19, 2025, at 15:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai Chinaお知らせ • Mar 28Linkage Software Co., LTD to Report Q1, 2025 Results on Apr 30, 2025Linkage Software Co., LTD announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 27Linkage Software Co., LTD to Report Fiscal Year 2024 Results on Apr 18, 2025Linkage Software Co., LTD announced that they will report fiscal year 2024 results on Apr 18, 2025Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥15.45, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 97x in the Software industry in China. Total returns to shareholders of 31% over the past year.Buy Or Sell Opportunity • Oct 30Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 90% to CN¥12.83. The fair value is estimated to be CN¥10.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 19%.New Risk • Oct 30New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% 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 12% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risks Dividend is not well covered by cash flows (203% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.011 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.011 loss in 3Q 2023). Revenue: CN¥276.1m (up 77% from 3Q 2023). Net income: CN¥113.7m (up CN¥118.0m from 3Q 2023). Profit margin: 41% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue.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 8.2% 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 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (152% payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).お知らせ • Sep 30Linkage Software Co., LTD to Report Q3, 2024 Results on Oct 30, 2024Linkage Software Co., LTD announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥8.68, the stock trades at a trailing P/E ratio of 70.7x. Average trailing P/E is 63x in the Software industry in China. Total loss to shareholders of 30% over the past year.New Risk • Sep 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (152% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).お知らせ • Sep 06Linkage Software Co., LTD (SHSE:688588) announces an Equity Buyback for CNY 50 million worth of its shares.Linkage Software Co., LTD (SHSE:688588) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 9.6 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.お知らせ • Jun 28Linkage Software Co., LTD to Report First Half, 2024 Results on Aug 30, 2024Linkage Software Co., LTD announced that they will report first half, 2024 results on Aug 30, 2024New Risk • May 24New 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: Major Risk Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (215% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.6% net profit margin).お知らせ • Apr 29Linkage Software Co., LTD, Annual General Meeting, May 17, 2024Linkage Software Co., LTD, Annual General Meeting, May 17, 2024, at 10:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai ChinaReported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.35 in FY 2022). Revenue: CN¥696.4m (up 6.4% from FY 2022). Net income: CN¥86.5m (down 39% from FY 2022). Profit margin: 12% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses.お知らせ • Mar 29Linkage Software Co., LTD to Report Q1, 2024 Results on Apr 30, 2024Linkage Software Co., LTD announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.23, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 77x in the Software industry in China.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.35 in FY 2022). Revenue: CN¥696.4m (up 6.4% from FY 2022). Net income: CN¥86.1m (down 39% from FY 2022). Profit margin: 12% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses.New Risk • Feb 08New 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 7.7% 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 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 (7.7% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥8.11, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 62x in the Software industry in China.Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.011 loss per share (vs CN¥0.056 profit in 3Q 2022)Third quarter 2023 results: CN¥0.011 loss per share (down from CN¥0.056 profit in 3Q 2022). Revenue: CN¥156.0m (up 6.0% from 3Q 2022). Net loss: CN¥4.31m (down 120% from profit in 3Q 2022).Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.022 (vs CN¥0.052 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.022 (down from CN¥0.052 in 2Q 2022). Revenue: CN¥168.2m (up 3.1% from 2Q 2022). Net income: CN¥8.99m (down 59% from 2Q 2022). Profit margin: 5.3% (down from 13% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Software industry in China.お知らせ • Jun 28Linkage Software Co., LTD to Report First Half, 2023 Results on Aug 30, 2023Linkage Software Co., LTD announced that they will report first half, 2023 results on Aug 30, 2023Board Change • Jun 15Less 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. 3 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Shuifa Gui was the last independent 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.決済の安定と成長配当データの取得安定した配当: 配当金の支払いは安定していますが、 688588が配当金を支払っている期間は 10 年未満です。増加する配当: 688588は6年間のみ配当金を支払っており、それ以降支払額は増加していません。配当利回り対市場Linkage Software 配当利回り対市場688588 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (688588)1.7%市場下位25% (CN)0.4%市場トップ25% (CN)1.9%業界平均 (Software)0.6%アナリスト予想 (688588) (最長3年)n/a注目すべき配当: 688588の配当金 ( 1.66% ) はCN市場の配当金支払者の下位 25% ( 0.37% ) よりも高くなっています。高配当: 688588の配当金 ( 1.66% ) はCN市場の配当金支払者の上位 25% ( 1.87% ) と比較すると低いです。株主への利益配当収益カバレッジ: 現在の配当性向（ 80% ）では、 688588の支払いは利益によってカバーされています。株主配当金キャッシュフローカバレッジ: 688588の 現金配当性向 ( 47.5% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YCN 市場の強力な配当支払い企業。View Management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2026/05/06 15:59終値2026/05/06 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Linkage Software 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。4 アナリスト機関Li XiongGuosen Securities Co., Ltd.Jialin JiangIndustrial Securities Co. Ltd.Qian SunIndustrial Securities Co. Ltd.1 その他のアナリストを表示
お知らせ • Sep 06Linkage Software Co., LTD (SHSE:688588) announces an Equity Buyback for CNY 50 million worth of its shares.Linkage Software Co., LTD (SHSE:688588) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 9.6 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.
お知らせ • Apr 29Linkage Software Co., LTD, Annual General Meeting, May 22, 2026Linkage Software Co., LTD, Annual General Meeting, May 22, 2026, at 15:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai China
お知らせ • Mar 30Linkage Software Co., LTD to Report Q1, 2026 Results on Apr 29, 2026Linkage Software Co., LTD announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 26Linkage Software Co., LTD to Report Fiscal Year 2025 Results on Apr 02, 2026Linkage Software Co., LTD announced that they will report fiscal year 2025 results on Apr 02, 2026
お知らせ • Sep 30Linkage Software Co., LTD to Report Q3, 2025 Results on Oct 30, 2025Linkage Software Co., LTD announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Jun 30Linkage Software Co., LTD to Report First Half, 2025 Results on Aug 29, 2025Linkage Software Co., LTD announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Apr 18Linkage Software Co., LTD, Annual General Meeting, May 19, 2025Linkage Software Co., LTD, Annual General Meeting, May 19, 2025, at 15:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai China
お知らせ • Mar 28Linkage Software Co., LTD to Report Q1, 2025 Results on Apr 30, 2025Linkage Software Co., LTD announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 27Linkage Software Co., LTD to Report Fiscal Year 2024 Results on Apr 18, 2025Linkage Software Co., LTD announced that they will report fiscal year 2024 results on Apr 18, 2025
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥15.45, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 97x in the Software industry in China. Total returns to shareholders of 31% over the past year.
Buy Or Sell Opportunity • Oct 30Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 90% to CN¥12.83. The fair value is estimated to be CN¥10.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 19%.
New Risk • Oct 30New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% 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 12% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risks Dividend is not well covered by cash flows (203% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.011 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.011 loss in 3Q 2023). Revenue: CN¥276.1m (up 77% from 3Q 2023). Net income: CN¥113.7m (up CN¥118.0m from 3Q 2023). Profit margin: 41% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue.
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 8.2% 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 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (152% payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).
お知らせ • Sep 30Linkage Software Co., LTD to Report Q3, 2024 Results on Oct 30, 2024Linkage Software Co., LTD announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥8.68, the stock trades at a trailing P/E ratio of 70.7x. Average trailing P/E is 63x in the Software industry in China. Total loss to shareholders of 30% over the past year.
New Risk • Sep 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (152% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).
お知らせ • Sep 06Linkage Software Co., LTD (SHSE:688588) announces an Equity Buyback for CNY 50 million worth of its shares.Linkage Software Co., LTD (SHSE:688588) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 9.6 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.
お知らせ • Jun 28Linkage Software Co., LTD to Report First Half, 2024 Results on Aug 30, 2024Linkage Software Co., LTD announced that they will report first half, 2024 results on Aug 30, 2024
New Risk • May 24New 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: Major Risk Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (215% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.6% net profit margin).
お知らせ • Apr 29Linkage Software Co., LTD, Annual General Meeting, May 17, 2024Linkage Software Co., LTD, Annual General Meeting, May 17, 2024, at 10:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai China
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.35 in FY 2022). Revenue: CN¥696.4m (up 6.4% from FY 2022). Net income: CN¥86.5m (down 39% from FY 2022). Profit margin: 12% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses.
お知らせ • Mar 29Linkage Software Co., LTD to Report Q1, 2024 Results on Apr 30, 2024Linkage Software Co., LTD announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.23, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 77x in the Software industry in China.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.35 in FY 2022). Revenue: CN¥696.4m (up 6.4% from FY 2022). Net income: CN¥86.1m (down 39% from FY 2022). Profit margin: 12% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses.
New Risk • Feb 08New 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 7.7% 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 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 (7.7% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥8.11, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 62x in the Software industry in China.
Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.011 loss per share (vs CN¥0.056 profit in 3Q 2022)Third quarter 2023 results: CN¥0.011 loss per share (down from CN¥0.056 profit in 3Q 2022). Revenue: CN¥156.0m (up 6.0% from 3Q 2022). Net loss: CN¥4.31m (down 120% from profit in 3Q 2022).
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.022 (vs CN¥0.052 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.022 (down from CN¥0.052 in 2Q 2022). Revenue: CN¥168.2m (up 3.1% from 2Q 2022). Net income: CN¥8.99m (down 59% from 2Q 2022). Profit margin: 5.3% (down from 13% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Software industry in China.
お知らせ • Jun 28Linkage Software Co., LTD to Report First Half, 2023 Results on Aug 30, 2023Linkage Software Co., LTD announced that they will report first half, 2023 results on Aug 30, 2023
Board Change • Jun 15Less 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. 3 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Shuifa Gui was the last independent 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.