View Valuation3onedata 将来の成長Future 基準チェック /06現在、 3onedataの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Communications 収益成長47.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a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 updatesNew Risk • May 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% 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 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (100% cash payout ratio). Share price has been volatile over the past 3 months (8.8% average weekly change). Large one-off items impacting financial results.Reported Earnings • Apr 30Full year 2025 earnings released: EPS: CN¥0.33 (vs CN¥0.30 in FY 2024)Full year 2025 results: EPS: CN¥0.33 (up from CN¥0.30 in FY 2024). Revenue: CN¥357.7m (flat on FY 2024). Net income: CN¥36.0m (up 9.6% from FY 2024). Profit margin: 10% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Apr 303onedata Co., Ltd., Annual General Meeting, May 21, 20263onedata Co., Ltd., Annual General Meeting, May 21, 2026, at 14:00 China Standard Time. Location: 5F, Building 3, Area 1, Baiwangxin High-tech Industrial Park, Xili Subdistrict, Nanshan District, Shenzhen ChinaNew Risk • Apr 02New 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 8.7% 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: Major Risk Earnings have declined by 7.1% 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 (8.7% average weekly change).お知らせ • Mar 303onedata Co., Ltd. to Report Q1, 2026 Results on Apr 30, 20263onedata Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026Reported Earnings • Mar 05Full year 2025 earnings released: EPS: CN¥0.33 (vs CN¥0.30 in FY 2024)Full year 2025 results: EPS: CN¥0.33 (up from CN¥0.30 in FY 2024). Revenue: CN¥359.0m (flat on FY 2024). Net income: CN¥36.6m (up 11% from FY 2024). Profit margin: 10% (up from 9.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Dec 263onedata Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 20263onedata Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.071 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.17 (up from CN¥0.071 in 3Q 2024). Revenue: CN¥90.0m (up 2.1% from 3Q 2024). Net income: CN¥18.8m (up 137% from 3Q 2024). Profit margin: 21% (up from 9.0% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Sep 303onedata Co., Ltd. to Report Q3, 2025 Results on Oct 31, 20253onedata Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025New Risk • Sep 09New major risk - Revenue and earnings growthEarnings have declined by 2.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.3% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.3% net profit margin).お知らせ • Jun 303onedata Co., Ltd. to Report First Half, 2025 Results on Aug 29, 20253onedata Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025New Risk • May 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin).お知らせ • Apr 303onedata Co., Ltd., Annual General Meeting, May 22, 20253onedata Co., Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time. Location: 5F, Building 3, Area 1, Baiwangxin High-tech Industrial Park, Xili Subdistrict, Nanshan District, Shenzhen ChinaNew Risk • Apr 07New 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 8.5% 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 (8.5% average weekly change). Profit margins are more than 30% lower than last year (9.5% net profit margin).お知らせ • Mar 283onedata Co., Ltd. to Report Q1, 2025 Results on Apr 30, 20253onedata Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025Reported Earnings • Feb 27Full year 2024 earnings released: EPS: CN¥0.31 (vs CN¥0.99 in FY 2023)Full year 2024 results: EPS: CN¥0.31 (down from CN¥0.99 in FY 2023). Revenue: CN¥356.8m (down 19% from FY 2023). Net income: CN¥33.9m (down 69% from FY 2023). Profit margin: 9.5% (down from 25% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥24.86, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 35x in the Communications industry in China. Total returns to shareholders of 14% over the past three years.分析記事 • Feb 10Market Might Still Lack Some Conviction On 3onedata Co., Ltd. (SHSE:688618) Even After 26% Share Price Boost3onedata Co., Ltd. ( SHSE:688618 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...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.分析記事 • Jan 063onedata (SHSE:688618) Will Want To Turn Around Its Return TrendsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...お知らせ • Dec 273onedata Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 20253onedata Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025分析記事 • Nov 073onedata's (SHSE:688618) Weak Earnings May Only Reveal A Part Of The Whole PictureInvestors were disappointed by 3onedata Co., Ltd.'s ( SHSE:688618 ) latest earnings release. We did some further...New Risk • Oct 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 26% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks 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 (11% average weekly change). Profit margins are more than 30% lower than last year (18% net profit margin).Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.071 (vs CN¥0.34 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.071 (down from CN¥0.34 in 3Q 2023). Revenue: CN¥88.2m (down 20% from 3Q 2023). Net income: CN¥7.95m (down 79% from 3Q 2023). Profit margin: 9.0% (down from 33% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.Buy Or Sell Opportunity • Oct 28Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to CN¥26.45. The fair value is estimated to be CN¥21.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 118% in 2 years. Earnings are forecast to grow by 142% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥21.03, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 28x in the Communications industry in China. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.18 per share.分析記事 • Oct 013onedata Co., Ltd.'s (SHSE:688618) Shares Leap 26% Yet They're Still Not Telling The Full Story3onedata Co., Ltd. ( SHSE:688618 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...お知らせ • Sep 303onedata Co., Ltd. to Report Q3, 2024 Results on Oct 31, 20243onedata Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024分析記事 • Sep 29Estimating The Fair Value Of 3onedata Co., Ltd. (SHSE:688618)Key Insights The projected fair value for 3onedata is CN¥21.26 based on 2 Stage Free Cash Flow to Equity Current share...Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥20.31, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Communications industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.19 per share.New Risk • Sep 05New 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 6.9% 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 (6.9% average weekly change).Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.089 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.089 (down from CN¥0.25 in 2Q 2023). Revenue: CN¥80.9m (down 37% from 2Q 2023). Net income: CN¥9.87m (down 65% from 2Q 2023). Profit margin: 12% (down from 22% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Jul 193onedata Co., Ltd. (SHSE:688618) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny3onedata Co., Ltd. ( SHSE:688618 ) shareholders that were waiting for something to happen have been dealt a blow with a...Buy Or Sell Opportunity • Jul 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to CN¥21.26. The fair value is estimated to be CN¥26.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 101% in 2 years. Earnings are forecast to grow by 103% in the next 2 years.分析記事 • Jul 01Here's Why We Think 3onedata (SHSE:688618) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Jun 293onedata Co., Ltd. to Report First Half, 2024 Results on Aug 29, 20243onedata Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024New Risk • Jun 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 47% 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: Minor Risks Dividend is not well covered by cash flows (92% cash payout ratio). Share price has been volatile over the past 3 months (8.6% average weekly change). Shareholders have been diluted in the past year (47% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 38%After last week's 38% share price decline to CN¥26.45, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 26x in the Communications industry in China. Total returns to shareholders of 2.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥37.30 per share.Buy Or Sell Opportunity • May 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to CN¥42.74. The fair value is estimated to be CN¥35.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 103% in 2 years. Earnings are forecast to grow by 106% in the next 2 years.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.15 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.21 (up from CN¥0.15 in 1Q 2023). Revenue: CN¥75.5m (up 5.3% from 1Q 2023). Net income: CN¥15.5m (up 33% from 1Q 2023). Profit margin: 21% (up from 16% in 1Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.Buy Or Sell Opportunity • Apr 26Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥44.95. The fair value is estimated to be CN¥36.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 103% in 2 years. Earnings are forecast to grow by 106% in the next 2 years.分析記事 • Apr 22Capital Allocation Trends At 3onedata (SHSE:688618) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Apr 03Concerns Surrounding 3onedata's (SHSE:688618) PerformanceThe market for 3onedata Co., Ltd.'s ( SHSE:688618 ) stock was strong after it released a healthy earnings report last...Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥48.15, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 30x in the Communications industry in China. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.60 per share.お知らせ • Mar 293onedata Co., Ltd. to Report Q1, 2024 Results on Apr 26, 20243onedata Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024Buy Or Sell Opportunity • Mar 29Now 37% overvaluedOver the last 90 days, the stock has fallen 16% to CN¥49.51. The fair value is estimated to be CN¥36.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.お知らせ • Mar 273onedata Co., Ltd., Annual General Meeting, Apr 17, 20243onedata Co., Ltd., Annual General Meeting, Apr 17, 2024, at 14:00 China Standard Time. Location: 5F, Building 3, Area 1, Baiwangxin High-tech Industrial Park, Xili Subdistrict, Nanshan District, Shenzhen ChinaReported Earnings • Mar 27Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥1.46 (up from CN¥1.28 in FY 2022). Revenue: CN¥439.4m (up 31% from FY 2022). Net income: CN¥109.3m (up 14% from FY 2022). Profit margin: 25% (down from 29% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Mar 13Now 20% overvaluedOver the last 90 days, the stock has fallen 23% to CN¥43.65. The fair value is estimated to be CN¥36.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 123% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.分析記事 • Mar 073onedata Co., Ltd. (SHSE:688618) Stock Rockets 31% But Many Are Still Ignoring The Company3onedata Co., Ltd. ( SHSE:688618 ) shareholders are no doubt pleased to see that the share price has bounced 31% in the...Reported Earnings • Feb 25Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥1.48 (up from CN¥1.28 in FY 2022). Revenue: CN¥439.4m (up 31% from FY 2022). Net income: CN¥111.0m (up 16% from FY 2022). Profit margin: 25% (down from 29% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.Buy Or Sell Opportunity • Feb 23Now 26% overvaluedOver the last 90 days, the stock has fallen 25% to CN¥44.90. The fair value is estimated to be CN¥35.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 115% in 2 years. Earnings are forecast to grow by 104% in the next 2 years.お知らせ • Feb 193onedata Co., Ltd. (SHSE:688618) announces an Equity Buyback for CNY 60 million worth of its shares.3onedata Co., Ltd. (SHSE:688618) announces a share repurchase program. Under the program, the company will repurchase up to CNY 60 million worth of its Class A shares. The shares will be repurchased at no more than CNY 66 per share. The purpose of the program is to maintain company value and shareholder rights. The plan will be valid for 3 months.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥37.17, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Communications industry in China. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.28 per share.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.51 (vs CN¥0.43 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.51 (up from CN¥0.43 in 3Q 2022). Revenue: CN¥110.3m (up 24% from 3Q 2022). Net income: CN¥36.9m (up 16% from 3Q 2022). Profit margin: 33% (down from 36% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Communications industry in China.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥68.46, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 29x in the Communications industry in China. Total returns to shareholders of 95% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.68 per share.Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.37 (vs CN¥0.28 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.37 (up from CN¥0.28 in 2Q 2022). Revenue: CN¥127.3m (up 67% from 2Q 2022). Net income: CN¥28.3m (up 32% from 2Q 2022). Profit margin: 22% (down from 28% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China.お知らせ • Jun 283onedata Co., Ltd. to Report First Half, 2023 Results on Aug 26, 20233onedata Co., Ltd. announced that they will report first half, 2023 results on Aug 26, 2023Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to CN¥64.11, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Communications industry in China. Total returns to shareholders of 62% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥62.90 per share.Reported Earnings • Mar 29Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: CN¥1.90 (up from CN¥1.20 in FY 2021). Revenue: CN¥335.7m (up 32% from FY 2021). Net income: CN¥96.1m (up 59% from FY 2021). Profit margin: 29% (up from 24% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China.Reported Earnings • Mar 01Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: CN¥1.91 (up from CN¥1.20 in FY 2021). Revenue: CN¥335.8m (up 32% from FY 2021). Net income: CN¥96.3m (up 59% from FY 2021). Profit margin: 29% (up from 24% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 6.1%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Communications industry in China.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 27% share price gain to CN¥95.66, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 22x in the Communications industry in China. Total returns to shareholders of 113% over the past year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 34% share price gain to CN¥76.51, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the Communications industry in China. Total returns to shareholders of 95% over the past year.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.63 (vs CN¥0.33 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.63 (up from CN¥0.33 in 3Q 2021). Revenue: CN¥88.8m (up 34% from 3Q 2021). Net income: CN¥31.8m (up 89% from 3Q 2021). Profit margin: 36% (up from 25% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.42 (vs CN¥0.40 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.42 (up from CN¥0.40 in 2Q 2021). Revenue: CN¥76.2m (up 14% from 2Q 2021). Net income: CN¥21.4m (up 10% from 2Q 2021). Profit margin: 28% (down from 29% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 75%, compared to a 30% growth forecast for the Communications industry in China.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥45.54, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Communications industry in China. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.51 per share.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.33 (vs CN¥0.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥66.5m (up 7.3% from 3Q 2020). Net income: CN¥16.8m (down 5.0% from 3Q 2020). Profit margin: 25% (down from 29% in 3Q 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥47.84, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 54x in the Communications industry in China.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥35.96, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 44x in the Communications industry in China.Reported Earnings • Apr 25Full year 2020 earnings released: EPS CN¥1.70 (vs CN¥1.58 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥209.2m (up 21% from FY 2019). Net income: CN¥64.4m (up 11% from FY 2019). Profit margin: 31% (down from 34% in FY 2019). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥40.85, the stock is trading at a trailing P/E ratio of 25.9x, down from the previous P/E ratio of 31.5x. This compares to an average P/E of 46x in the Communications industry in China.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥53.18, the stock is trading at a trailing P/E ratio of 33.7x, down from the previous P/E ratio of 40.4x. This compares to an average P/E of 40x in the Electronic industry in China. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、3onedata は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SHSE:688618 - 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3/31/2026346271742N/A12/31/2025358363155N/A9/30/2025374342646N/A6/30/2025373241938N/A3/31/2025362252861N/A12/31/2024357333665N/A9/30/2024375666193N/A6/30/20243979558105N/A3/31/20244431134272N/A12/31/2023439109352N/A9/30/2023425111-1439N/A6/30/2023404106-2126N/A3/31/202335399-640N/A12/31/202233696-1439N/A9/30/202230280-6213N/A6/30/202227965-5216N/A3/31/202227063-8210N/A12/31/202125460-6423N/A9/30/202123758-3130N/A6/30/202122961-4534N/A3/31/202122063-443N/A12/31/2020209641236N/A12/31/201917258N/A25N/A12/31/201711328N/A28N/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: 688618の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 688618の収益がCN市場よりも速く成長す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高成長収益: 688618の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 688618の収益がCN市場よりも速く成長す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。高い収益成長: 688618の収益が年間20%よりも速く成長す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。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: 688618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7D1Y7D1Y7D1YTech 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2026/05/22 13:19終値2026/05/22 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3onedata 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。2 アナリスト機関Liangbi ZhaoChina Galaxy Securities Co., Ltd.Tianyi MaMinsheng Securities Co.
New Risk • May 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% 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 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (100% cash payout ratio). Share price has been volatile over the past 3 months (8.8% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Apr 30Full year 2025 earnings released: EPS: CN¥0.33 (vs CN¥0.30 in FY 2024)Full year 2025 results: EPS: CN¥0.33 (up from CN¥0.30 in FY 2024). Revenue: CN¥357.7m (flat on FY 2024). Net income: CN¥36.0m (up 9.6% from FY 2024). Profit margin: 10% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 303onedata Co., Ltd., Annual General Meeting, May 21, 20263onedata Co., Ltd., Annual General Meeting, May 21, 2026, at 14:00 China Standard Time. Location: 5F, Building 3, Area 1, Baiwangxin High-tech Industrial Park, Xili Subdistrict, Nanshan District, Shenzhen China
New Risk • Apr 02New 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 8.7% 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: Major Risk Earnings have declined by 7.1% 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 (8.7% average weekly change).
お知らせ • Mar 303onedata Co., Ltd. to Report Q1, 2026 Results on Apr 30, 20263onedata Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
Reported Earnings • Mar 05Full year 2025 earnings released: EPS: CN¥0.33 (vs CN¥0.30 in FY 2024)Full year 2025 results: EPS: CN¥0.33 (up from CN¥0.30 in FY 2024). Revenue: CN¥359.0m (flat on FY 2024). Net income: CN¥36.6m (up 11% from FY 2024). Profit margin: 10% (up from 9.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 263onedata Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 20263onedata Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026
Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.071 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.17 (up from CN¥0.071 in 3Q 2024). Revenue: CN¥90.0m (up 2.1% from 3Q 2024). Net income: CN¥18.8m (up 137% from 3Q 2024). Profit margin: 21% (up from 9.0% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 303onedata Co., Ltd. to Report Q3, 2025 Results on Oct 31, 20253onedata Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
New Risk • Sep 09New major risk - Revenue and earnings growthEarnings have declined by 2.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.3% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.3% net profit margin).
お知らせ • Jun 303onedata Co., Ltd. to Report First Half, 2025 Results on Aug 29, 20253onedata Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
New Risk • May 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin).
お知らせ • Apr 303onedata Co., Ltd., Annual General Meeting, May 22, 20253onedata Co., Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time. Location: 5F, Building 3, Area 1, Baiwangxin High-tech Industrial Park, Xili Subdistrict, Nanshan District, Shenzhen China
New Risk • Apr 07New 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 8.5% 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 (8.5% average weekly change). Profit margins are more than 30% lower than last year (9.5% net profit margin).
お知らせ • Mar 283onedata Co., Ltd. to Report Q1, 2025 Results on Apr 30, 20253onedata Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
Reported Earnings • Feb 27Full year 2024 earnings released: EPS: CN¥0.31 (vs CN¥0.99 in FY 2023)Full year 2024 results: EPS: CN¥0.31 (down from CN¥0.99 in FY 2023). Revenue: CN¥356.8m (down 19% from FY 2023). Net income: CN¥33.9m (down 69% from FY 2023). Profit margin: 9.5% (down from 25% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥24.86, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 35x in the Communications industry in China. Total returns to shareholders of 14% over the past three years.
分析記事 • Feb 10Market Might Still Lack Some Conviction On 3onedata Co., Ltd. (SHSE:688618) Even After 26% Share Price Boost3onedata Co., Ltd. ( SHSE:688618 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
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.
分析記事 • Jan 063onedata (SHSE:688618) Will Want To Turn Around Its Return TrendsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
お知らせ • Dec 273onedata Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 20253onedata Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025
分析記事 • Nov 073onedata's (SHSE:688618) Weak Earnings May Only Reveal A Part Of The Whole PictureInvestors were disappointed by 3onedata Co., Ltd.'s ( SHSE:688618 ) latest earnings release. We did some further...
New Risk • Oct 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 26% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks 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 (11% average weekly change). Profit margins are more than 30% lower than last year (18% net profit margin).
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.071 (vs CN¥0.34 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.071 (down from CN¥0.34 in 3Q 2023). Revenue: CN¥88.2m (down 20% from 3Q 2023). Net income: CN¥7.95m (down 79% from 3Q 2023). Profit margin: 9.0% (down from 33% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
Buy Or Sell Opportunity • Oct 28Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to CN¥26.45. The fair value is estimated to be CN¥21.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 118% in 2 years. Earnings are forecast to grow by 142% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥21.03, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 28x in the Communications industry in China. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.18 per share.
分析記事 • Oct 013onedata Co., Ltd.'s (SHSE:688618) Shares Leap 26% Yet They're Still Not Telling The Full Story3onedata Co., Ltd. ( SHSE:688618 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
お知らせ • Sep 303onedata Co., Ltd. to Report Q3, 2024 Results on Oct 31, 20243onedata Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
分析記事 • Sep 29Estimating The Fair Value Of 3onedata Co., Ltd. (SHSE:688618)Key Insights The projected fair value for 3onedata is CN¥21.26 based on 2 Stage Free Cash Flow to Equity Current share...
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥20.31, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Communications industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.19 per share.
New Risk • Sep 05New 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 6.9% 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 (6.9% average weekly change).
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.089 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.089 (down from CN¥0.25 in 2Q 2023). Revenue: CN¥80.9m (down 37% from 2Q 2023). Net income: CN¥9.87m (down 65% from 2Q 2023). Profit margin: 12% (down from 22% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Jul 193onedata Co., Ltd. (SHSE:688618) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny3onedata Co., Ltd. ( SHSE:688618 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Buy Or Sell Opportunity • Jul 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to CN¥21.26. The fair value is estimated to be CN¥26.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 101% in 2 years. Earnings are forecast to grow by 103% in the next 2 years.
分析記事 • Jul 01Here's Why We Think 3onedata (SHSE:688618) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Jun 293onedata Co., Ltd. to Report First Half, 2024 Results on Aug 29, 20243onedata Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
New Risk • Jun 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 47% 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: Minor Risks Dividend is not well covered by cash flows (92% cash payout ratio). Share price has been volatile over the past 3 months (8.6% average weekly change). Shareholders have been diluted in the past year (47% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 38%After last week's 38% share price decline to CN¥26.45, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 26x in the Communications industry in China. Total returns to shareholders of 2.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥37.30 per share.
Buy Or Sell Opportunity • May 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to CN¥42.74. The fair value is estimated to be CN¥35.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 103% in 2 years. Earnings are forecast to grow by 106% in the next 2 years.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.15 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.21 (up from CN¥0.15 in 1Q 2023). Revenue: CN¥75.5m (up 5.3% from 1Q 2023). Net income: CN¥15.5m (up 33% from 1Q 2023). Profit margin: 21% (up from 16% in 1Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.
Buy Or Sell Opportunity • Apr 26Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥44.95. The fair value is estimated to be CN¥36.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 103% in 2 years. Earnings are forecast to grow by 106% in the next 2 years.
分析記事 • Apr 22Capital Allocation Trends At 3onedata (SHSE:688618) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • Apr 03Concerns Surrounding 3onedata's (SHSE:688618) PerformanceThe market for 3onedata Co., Ltd.'s ( SHSE:688618 ) stock was strong after it released a healthy earnings report last...
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥48.15, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 30x in the Communications industry in China. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.60 per share.
お知らせ • Mar 293onedata Co., Ltd. to Report Q1, 2024 Results on Apr 26, 20243onedata Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
Buy Or Sell Opportunity • Mar 29Now 37% overvaluedOver the last 90 days, the stock has fallen 16% to CN¥49.51. The fair value is estimated to be CN¥36.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
お知らせ • Mar 273onedata Co., Ltd., Annual General Meeting, Apr 17, 20243onedata Co., Ltd., Annual General Meeting, Apr 17, 2024, at 14:00 China Standard Time. Location: 5F, Building 3, Area 1, Baiwangxin High-tech Industrial Park, Xili Subdistrict, Nanshan District, Shenzhen China
Reported Earnings • Mar 27Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥1.46 (up from CN¥1.28 in FY 2022). Revenue: CN¥439.4m (up 31% from FY 2022). Net income: CN¥109.3m (up 14% from FY 2022). Profit margin: 25% (down from 29% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Mar 13Now 20% overvaluedOver the last 90 days, the stock has fallen 23% to CN¥43.65. The fair value is estimated to be CN¥36.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 123% in 2 years. Earnings are forecast to grow by 118% in the next 2 years.
分析記事 • Mar 073onedata Co., Ltd. (SHSE:688618) Stock Rockets 31% But Many Are Still Ignoring The Company3onedata Co., Ltd. ( SHSE:688618 ) shareholders are no doubt pleased to see that the share price has bounced 31% in the...
Reported Earnings • Feb 25Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥1.48 (up from CN¥1.28 in FY 2022). Revenue: CN¥439.4m (up 31% from FY 2022). Net income: CN¥111.0m (up 16% from FY 2022). Profit margin: 25% (down from 29% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.
Buy Or Sell Opportunity • Feb 23Now 26% overvaluedOver the last 90 days, the stock has fallen 25% to CN¥44.90. The fair value is estimated to be CN¥35.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 115% in 2 years. Earnings are forecast to grow by 104% in the next 2 years.
お知らせ • Feb 193onedata Co., Ltd. (SHSE:688618) announces an Equity Buyback for CNY 60 million worth of its shares.3onedata Co., Ltd. (SHSE:688618) announces a share repurchase program. Under the program, the company will repurchase up to CNY 60 million worth of its Class A shares. The shares will be repurchased at no more than CNY 66 per share. The purpose of the program is to maintain company value and shareholder rights. The plan will be valid for 3 months.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥37.17, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Communications industry in China. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥32.28 per share.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.51 (vs CN¥0.43 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.51 (up from CN¥0.43 in 3Q 2022). Revenue: CN¥110.3m (up 24% from 3Q 2022). Net income: CN¥36.9m (up 16% from 3Q 2022). Profit margin: 33% (down from 36% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Communications industry in China.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥68.46, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 29x in the Communications industry in China. Total returns to shareholders of 95% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.68 per share.
Reported Earnings • Aug 26Second quarter 2023 earnings released: EPS: CN¥0.37 (vs CN¥0.28 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.37 (up from CN¥0.28 in 2Q 2022). Revenue: CN¥127.3m (up 67% from 2Q 2022). Net income: CN¥28.3m (up 32% from 2Q 2022). Profit margin: 22% (down from 28% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China.
お知らせ • Jun 283onedata Co., Ltd. to Report First Half, 2023 Results on Aug 26, 20233onedata Co., Ltd. announced that they will report first half, 2023 results on Aug 26, 2023
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to CN¥64.11, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Communications industry in China. Total returns to shareholders of 62% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥62.90 per share.
Reported Earnings • Mar 29Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: CN¥1.90 (up from CN¥1.20 in FY 2021). Revenue: CN¥335.7m (up 32% from FY 2021). Net income: CN¥96.1m (up 59% from FY 2021). Profit margin: 29% (up from 24% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China.
Reported Earnings • Mar 01Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: CN¥1.91 (up from CN¥1.20 in FY 2021). Revenue: CN¥335.8m (up 32% from FY 2021). Net income: CN¥96.3m (up 59% from FY 2021). Profit margin: 29% (up from 24% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 6.1%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Communications industry in China.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 27% share price gain to CN¥95.66, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 22x in the Communications industry in China. Total returns to shareholders of 113% over the past year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 34% share price gain to CN¥76.51, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the Communications industry in China. Total returns to shareholders of 95% over the past year.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.63 (vs CN¥0.33 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.63 (up from CN¥0.33 in 3Q 2021). Revenue: CN¥88.8m (up 34% from 3Q 2021). Net income: CN¥31.8m (up 89% from 3Q 2021). Profit margin: 36% (up from 25% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.42 (vs CN¥0.40 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.42 (up from CN¥0.40 in 2Q 2021). Revenue: CN¥76.2m (up 14% from 2Q 2021). Net income: CN¥21.4m (up 10% from 2Q 2021). Profit margin: 28% (down from 29% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 75%, compared to a 30% growth forecast for the Communications industry in China.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥45.54, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Communications industry in China. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.51 per share.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.33 (vs CN¥0.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥66.5m (up 7.3% from 3Q 2020). Net income: CN¥16.8m (down 5.0% from 3Q 2020). Profit margin: 25% (down from 29% in 3Q 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥47.84, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 54x in the Communications industry in China.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥35.96, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 44x in the Communications industry in China.
Reported Earnings • Apr 25Full year 2020 earnings released: EPS CN¥1.70 (vs CN¥1.58 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥209.2m (up 21% from FY 2019). Net income: CN¥64.4m (up 11% from FY 2019). Profit margin: 31% (down from 34% in FY 2019). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥40.85, the stock is trading at a trailing P/E ratio of 25.9x, down from the previous P/E ratio of 31.5x. This compares to an average P/E of 46x in the Communications industry in China.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥53.18, the stock is trading at a trailing P/E ratio of 33.7x, down from the previous P/E ratio of 40.4x. This compares to an average P/E of 40x in the Electronic industry in China.