View Future GrowthAsiaInfo Technologies 過去の業績過去 基準チェック /06AsiaInfo Technologiesの収益は年間平均-17.9%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間10.4% 0.3%割合で 増加しています。 AsiaInfo Technologiesの自己資本利益率は1.6%であり、純利益率は1.8%です。主要情報-17.94%収益成長率-19.29%EPS成長率Software 業界の成長14.88%収益成長率0.33%株主資本利益率1.62%ネット・マージン1.80%前回の決算情報31 Dec 2025最近の業績更新お知らせ • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026Reported Earnings • Aug 05First half 2025 earnings released: CN¥0.22 loss per share (vs CN¥0.065 loss in 1H 2024)First half 2025 results: CN¥0.22 loss per share (further deteriorated from CN¥0.065 loss in 1H 2024). Revenue: CN¥2.60b (down 13% from 1H 2024). Net loss: CN¥198.3m (loss widened 233% from 1H 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025Reported Earnings • Mar 12Full year 2024 earnings released: EPS: CN¥0.60 (vs CN¥0.58 in FY 2023)Full year 2024 results: EPS: CN¥0.60 (up from CN¥0.58 in FY 2023). Revenue: CN¥6.65b (down 16% from FY 2023). Net income: CN¥544.9m (up 2.2% from FY 2023). Profit margin: 8.2% (up from 6.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.お知らせ • Feb 26AsiaInfo Technologies Limited to Report Fiscal Year 2024 Results on Mar 10, 2025AsiaInfo Technologies Limited announced that they will report fiscal year 2024 results on Mar 10, 2025Reported Earnings • Aug 18First half 2024 earnings released: CN¥0.065 loss per share (vs CN¥0.24 profit in 1H 2023)First half 2024 results: CN¥0.065 loss per share (down from CN¥0.24 profit in 1H 2023). Revenue: CN¥2.99b (down 8.8% from 1H 2023). Net loss: CN¥59.5m (down 128% from profit in 1H 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.すべての更新を表示Recent updatesNew Risk • Mar 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 60% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.8% net profit margin).Declared Dividend • Mar 25Dividend of HK$0.054 announcedShareholders will receive a dividend of HK$0.054. Ex-date: 1st June 2026 Payment date: 22nd June 2026 Dividend yield will be 8.7%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but not adequately covered by cash flows (97% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 156% over the next 2 years, which should provide support to the dividend and adequate earnings cover.New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 13% 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 13% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (252% cash payout ratio).お知らせ • Mar 24+ 1 more updateAsiaInfo Technologies Limited announces Annual dividend, payable on June 22, 2026AsiaInfo Technologies Limited announced Annual dividend of HKD 0.0540 per share payable on June 22, 2026, ex-date on June 01, 2026 and record date on June 02, 2026.お知らせ • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026New Risk • Mar 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Dividend is not well covered by cash flows (252% cash payout ratio).お知らせ • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.Buy Or Sell Opportunity • Jan 12Now 23% overvaluedOver the last 90 days, the stock has fallen 4.6% to €0.93. The fair value is estimated to be €0.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.お知らせ • Jan 02+ 1 more updateAsiainfo Technologies Limited Announces CEO ChangesAsiaInfo Technologies Limited announced that GAO Nianshu tendered his resignation as chief executive officer ("CEO") of the Company due to his retirement, The Board further announces that Dr. Ye Ouyang, the current Chief Technology Officer of the Company, has been appointed as the CEO with effect from 1 January 2026. The biographical details of Dr. Ye Ouyang are as follows: Dr. Ye Ouyang, Professor and IEEE Fellow, aged 44, has served as Chief Technology Officer and Senior Vice President at AsiaInfo Technologies since July 2018. He also chairs the Group's Technology Committee and directs the R&D Center. He is primarily responsible for setting AsiaInfo's direction of technology and product leadership and overseeing the corporate's global research, development, and innovation activities. Dr. Ye Ouyang has extensive experience in large-scale team management and R&D innovation in the ICT field. He focuses on cross-domain innovation and the commercialization of technologies in cellular networks, AI, and data science. In November 2022, Dr. Ye Ouyang was elected as an IEEE Fellow in recognition of his outstanding contribution and leadership in the fields of network intelligence and self-organizing cellular networks, making him one of the youngest IEEE Fellows in the interdisciplinary fields of network intelligence, communications, and AI. Dr. Ye Ouyang is a Member of President's Leadership Council at Stevens Institute of Technology, a Distinguished Visiting Professor at Tsinghua University, and Co-Director of the Tsinghua-AsiaInfo Joint Institute of 6G Network & Intelligent Computing. Prior to joining AsiaInfo, Dr. Ouyang held a position at Verizon, the largest telecommunications operator in the United States. He serves in various roles across global telecommunication standard bodies, academic institutions, and high-tech organizations, including Chair or Board Member of multiple working groups and conferences within ETSI and IEEE, and Chair of the AI Chapter at the Beijing Software Industry Association. Dr. Ye Ouyang has received numerous awards in both industry and academia, with recent honors including 2017 Asian American Engineer of the Year (AAEOY), 2023 Forbes 100 Most Influential Chinese Selection Award, 2021 Top 100 Diverse Leaders in Tech, US National Diversity Council, 2019 TMForum Future Digital Leader Award, 2022 Science and Technology Award First Prize by CCF (China Computer Federation), 2023 Science and Technology Award First Prize by CAA (China Association of Automation), 2024/2025 Science and Technology Award Second Prize by Beijing City, 2025 Science and Technology Award Second Prize by CIC (China Institute of Communications), 2025 Science and Technology Award Second Prize by CIE (China Institute of Electronics), 2023 Science and Technology Award Second Prize by CCF (China Computer Federation), 2021 Wu Wenjun AI Science and Technology Award by CAAI (Chinese Association for AI), 2020 China Artificial Intelligence Industry Annual Leader Award, 2017 US Telecom Innovation Awards by Fierce (BSS/OSS), 2017 Most Innovative Telco Big Data Analytics Platform Award by Telco Data Analytics USA, 2016 US Telecom Innovation Awards by Fierce, 2015 Chair Award for "Wireless Communications & Interdisciplinary Perspective" Contribution by IEEE WTS, research fund by the White House Office of Science and Technology Policy (OSTP), and 2017 IEEE International Conference on Big Data (IEEE BigData) Best Paper Award. Dr. Ye Ouyang has authored 93 academic papers, holds 212 patents, has contributed to 274 standards, and has published 13 books. He holds a Bachelor of Engineering from Southeast University in China, a Master of Science from Tufts University in the United States, a Master of Science from Columbia University in the United States, and a Ph.D. from Stevens Institute of Technology in the United States.Reported Earnings • Aug 05First half 2025 earnings released: CN¥0.22 loss per share (vs CN¥0.065 loss in 1H 2024)First half 2025 results: CN¥0.22 loss per share (further deteriorated from CN¥0.065 loss in 1H 2024). Revenue: CN¥2.60b (down 13% from 1H 2024). Net loss: CN¥198.3m (loss widened 233% from 1H 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.18, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 25x in the Software industry in Germany. Total loss to shareholders of 8.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €0.69 per share.お知らせ • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025お知らせ • May 29AsiaInfo Technologies Limited Declares Final Dividend for the Year Ended 31 December 2024AsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a final dividend of HKD 0.252 per Share for the year ended 31 December 2024.お知らせ • May 28AsiaInfo Technologies Limited Declares Special DividendAsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a special dividend of HKD 0.160 per Share.Upcoming Dividend • May 23Upcoming dividend of HK$0.41 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (0.9%).Buy Or Sell Opportunity • Mar 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €1.02. The fair value is estimated to be €0.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €1.07, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Software industry in Germany. Total returns to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €0.83 per share.Reported Earnings • Mar 12Full year 2024 earnings released: EPS: CN¥0.60 (vs CN¥0.58 in FY 2023)Full year 2024 results: EPS: CN¥0.60 (up from CN¥0.58 in FY 2023). Revenue: CN¥6.65b (down 16% from FY 2023). Net income: CN¥544.9m (up 2.2% from FY 2023). Profit margin: 8.2% (up from 6.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.お知らせ • Mar 11AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025, at 10:00 China Standard Time.お知らせ • Mar 10+ 1 more updateAsiainfo Technologies Limited Proposes Final Cash Dividend for the Year Ended 31 December 2024, Payable on 20 June 2025Asiainfo Technologies Limited proposed final cash dividend of HKD 0.252 per share for the Year Ended 31 December 2024, Payable on 20 June 2025. Ex-dividend date is 30 May 2025. Record date is 06 June 2025. Date of shareholders' approval is 28 May 2025.お知らせ • Feb 26AsiaInfo Technologies Limited to Report Fiscal Year 2024 Results on Mar 10, 2025AsiaInfo Technologies Limited announced that they will report fiscal year 2024 results on Mar 10, 2025New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 133% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 37%After last week's 37% share price gain to €1.12, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Software industry in Germany. Total returns to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €2.20 per share.お知らせ • Nov 11Asiainfo Technologies Limited Announces Board and Committee ChangesAsiaInfo Technologies Limited announced changes in Directors which have taken place immediately upon Completion: Resignations: Mr. XIN Yuesheng resigned as an executive Director; Mr. CHENG Xike resigned as a non-executive Director; Dr. GAO Jack Qunyao resigned as an independent non-executive Director. Appointments: Mr. KWOK Bernard Chuen Wah (Mr. KWOK) has been appointed as an executive Director; Mr. HE Zheng (Mr. HE) has been appointed as a non-executive Director; Mr. JIANG Jian (Mr. JIANG) has been appointed as a non-executive Director; and Dr. WANG Lei (Dr. WANG) has been appointed as an independent non-executive Director. Following the effective changes to the Board as detailed above, the composition of the various Board committees has also been changed as follows: Audit Committee: Mr. Ge Ming- Chairman; Ms. Tao Ping and Dr. Wang Lei- Members. Remuneration Committee: Dr. Zhang Ya-Qin-chairman, Mr. He Zheng and Mr. Ge Ming- members. Nomination Committee: Dr. Tian Suning – Chairman; Mr. Gao Nianshu, Ms. Liu Hong- Member, Dr. Zhang Ya-Qin, Mr. Ge Ming, Ms. Tao Ping and Dr. Wang Lei - Members. Strategy and Investment Committee: Mr. He Zheng- chairman; Dr. Tian Suning, Mr. Gao Nianshu, Mr. Kwok Bernard Chuen Wah, Mr. Yang Lin and Ms. Liu Hong - Members.Recent Insider Transactions • Nov 01Non-Executive Director recently sold €7.2m worth of stockOn the 24th of October, Jianhua Ding sold around 12m shares on-market at roughly €0.62 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.9m more than they bought in the last 12 months.お知らせ • Sep 30Asiainfo Technologies Limited Announces Resignation of Zhang Yichen as A Non-Executive DirectorAsiaInfo Technologies Limited announces that Mr. ZHANG Yichen (``Mr. ZHANG'') has tendered his resignation as a non-executive director of the Company with effect from 29 September 2024 in order to devote more time to his personal commitments.Reported Earnings • Aug 18First half 2024 earnings released: CN¥0.065 loss per share (vs CN¥0.24 profit in 1H 2023)First half 2024 results: CN¥0.065 loss per share (down from CN¥0.24 profit in 1H 2023). Revenue: CN¥2.99b (down 8.8% from 1H 2023). Net loss: CN¥59.5m (down 128% from profit in 1H 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.お知らせ • Aug 15AsiaInfo Technologies Limited Provides Guidance of the Final Dividend for the Year of 2024AsiaInfo Technologies Limited announced that after giving due consideration to the Company's business development, profitability and cash flow level, the guidance of the final dividend for the year of 2024 is 40% of the annual net profit attributable to equity holders of the Company, and actively consider maintaining the amount of the final dividend per Share at a relatively stable level as compared to that of last year.お知らせ • Aug 02AsiaInfo Technologies Limited to Report Q2, 2024 Results on Aug 14, 2024AsiaInfo Technologies Limited announced that they will report Q2, 2024 results on Aug 14, 2024New Risk • Jul 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German 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). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.8% net profit margin).Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.Board Change • Apr 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (8 non-independent directors). Independent Non-Executive Director Ping Tao was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 19AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024, at 10:00 China Standard Time.収支内訳AsiaInfo Technologies の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BST:51N 収益、費用、利益 ( )CNY Millions日付収益収益G+A経費研究開発費31 Dec 256,3021141,13987130 Sep 256,2762601,16887830 Jun 256,2494061,19788431 Mar 256,4474761,10389531 Dec 246,6465451,00890530 Sep 247,1244011,01396630 Jun 247,6032581,0191,02631 Mar 247,7473951,0431,06131 Dec 237,8915331,0661,09530 Sep 237,9016941,0591,11030 Jun 237,9108561,0511,12631 Mar 237,8248441,0281,11731 Dec 227,7388321,0051,10830 Sep 227,5137659921,07930 Jun 227,2896989781,05031 Mar 227,0927429241,02831 Dec 216,8957868701,00630 Sep 216,56374887096930 Jun 216,23170987093131 Mar 216,12568685088631 Dec 206,02066283084030 Sep 205,88361675383630 Jun 205,74657167683231 Mar 205,73449072984731 Dec 195,72140978386230 Sep 195,61129882982430 Jun 195,50118889978531 Mar 195,35619786868531 Dec 185,21120583858530 Sep 185,11330683748230 Jun 185,01440684037931 Mar 184,98137286340431 Dec 174,94833888643031 Dec 164,8568388863731 Dec 154,765315829630質の高い収益: 51NにはCN¥54.3M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。利益率の向上: 51Nの現在の純利益率 (1.8%)は、昨年(8.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 51Nの収益は過去 5 年間で年間17.9%減少しました。成長の加速: 51Nは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 51Nは過去 1 年間で収益成長率がマイナス ( -79.1% ) となったため、 Software業界平均 ( 19.3% ) と比較することが困難です。株主資本利益率高いROE: 51Nの 自己資本利益率 ( 1.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/05/20 11:34終値2026/05/20 00:00収益2025/12/31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AsiaInfo Technologies Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Yayuan HuangCitic Securities Co., Ltd.Heran LiCitic Securities Co., Ltd.Hiu King WongCitigroup Inc7 その他のアナリストを表示
お知らせ • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026
Reported Earnings • Aug 05First half 2025 earnings released: CN¥0.22 loss per share (vs CN¥0.065 loss in 1H 2024)First half 2025 results: CN¥0.22 loss per share (further deteriorated from CN¥0.065 loss in 1H 2024). Revenue: CN¥2.60b (down 13% from 1H 2024). Net loss: CN¥198.3m (loss widened 233% from 1H 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: CN¥0.60 (vs CN¥0.58 in FY 2023)Full year 2024 results: EPS: CN¥0.60 (up from CN¥0.58 in FY 2023). Revenue: CN¥6.65b (down 16% from FY 2023). Net income: CN¥544.9m (up 2.2% from FY 2023). Profit margin: 8.2% (up from 6.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.
お知らせ • Feb 26AsiaInfo Technologies Limited to Report Fiscal Year 2024 Results on Mar 10, 2025AsiaInfo Technologies Limited announced that they will report fiscal year 2024 results on Mar 10, 2025
Reported Earnings • Aug 18First half 2024 earnings released: CN¥0.065 loss per share (vs CN¥0.24 profit in 1H 2023)First half 2024 results: CN¥0.065 loss per share (down from CN¥0.24 profit in 1H 2023). Revenue: CN¥2.99b (down 8.8% from 1H 2023). Net loss: CN¥59.5m (down 128% from profit in 1H 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.
New Risk • Mar 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 60% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.8% net profit margin).
Declared Dividend • Mar 25Dividend of HK$0.054 announcedShareholders will receive a dividend of HK$0.054. Ex-date: 1st June 2026 Payment date: 22nd June 2026 Dividend yield will be 8.7%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but not adequately covered by cash flows (97% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 156% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 13% 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 13% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (252% cash payout ratio).
お知らせ • Mar 24+ 1 more updateAsiaInfo Technologies Limited announces Annual dividend, payable on June 22, 2026AsiaInfo Technologies Limited announced Annual dividend of HKD 0.0540 per share payable on June 22, 2026, ex-date on June 01, 2026 and record date on June 02, 2026.
お知らせ • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026
New Risk • Mar 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Dividend is not well covered by cash flows (252% cash payout ratio).
お知らせ • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.
Buy Or Sell Opportunity • Jan 12Now 23% overvaluedOver the last 90 days, the stock has fallen 4.6% to €0.93. The fair value is estimated to be €0.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
お知らせ • Jan 02+ 1 more updateAsiainfo Technologies Limited Announces CEO ChangesAsiaInfo Technologies Limited announced that GAO Nianshu tendered his resignation as chief executive officer ("CEO") of the Company due to his retirement, The Board further announces that Dr. Ye Ouyang, the current Chief Technology Officer of the Company, has been appointed as the CEO with effect from 1 January 2026. The biographical details of Dr. Ye Ouyang are as follows: Dr. Ye Ouyang, Professor and IEEE Fellow, aged 44, has served as Chief Technology Officer and Senior Vice President at AsiaInfo Technologies since July 2018. He also chairs the Group's Technology Committee and directs the R&D Center. He is primarily responsible for setting AsiaInfo's direction of technology and product leadership and overseeing the corporate's global research, development, and innovation activities. Dr. Ye Ouyang has extensive experience in large-scale team management and R&D innovation in the ICT field. He focuses on cross-domain innovation and the commercialization of technologies in cellular networks, AI, and data science. In November 2022, Dr. Ye Ouyang was elected as an IEEE Fellow in recognition of his outstanding contribution and leadership in the fields of network intelligence and self-organizing cellular networks, making him one of the youngest IEEE Fellows in the interdisciplinary fields of network intelligence, communications, and AI. Dr. Ye Ouyang is a Member of President's Leadership Council at Stevens Institute of Technology, a Distinguished Visiting Professor at Tsinghua University, and Co-Director of the Tsinghua-AsiaInfo Joint Institute of 6G Network & Intelligent Computing. Prior to joining AsiaInfo, Dr. Ouyang held a position at Verizon, the largest telecommunications operator in the United States. He serves in various roles across global telecommunication standard bodies, academic institutions, and high-tech organizations, including Chair or Board Member of multiple working groups and conferences within ETSI and IEEE, and Chair of the AI Chapter at the Beijing Software Industry Association. Dr. Ye Ouyang has received numerous awards in both industry and academia, with recent honors including 2017 Asian American Engineer of the Year (AAEOY), 2023 Forbes 100 Most Influential Chinese Selection Award, 2021 Top 100 Diverse Leaders in Tech, US National Diversity Council, 2019 TMForum Future Digital Leader Award, 2022 Science and Technology Award First Prize by CCF (China Computer Federation), 2023 Science and Technology Award First Prize by CAA (China Association of Automation), 2024/2025 Science and Technology Award Second Prize by Beijing City, 2025 Science and Technology Award Second Prize by CIC (China Institute of Communications), 2025 Science and Technology Award Second Prize by CIE (China Institute of Electronics), 2023 Science and Technology Award Second Prize by CCF (China Computer Federation), 2021 Wu Wenjun AI Science and Technology Award by CAAI (Chinese Association for AI), 2020 China Artificial Intelligence Industry Annual Leader Award, 2017 US Telecom Innovation Awards by Fierce (BSS/OSS), 2017 Most Innovative Telco Big Data Analytics Platform Award by Telco Data Analytics USA, 2016 US Telecom Innovation Awards by Fierce, 2015 Chair Award for "Wireless Communications & Interdisciplinary Perspective" Contribution by IEEE WTS, research fund by the White House Office of Science and Technology Policy (OSTP), and 2017 IEEE International Conference on Big Data (IEEE BigData) Best Paper Award. Dr. Ye Ouyang has authored 93 academic papers, holds 212 patents, has contributed to 274 standards, and has published 13 books. He holds a Bachelor of Engineering from Southeast University in China, a Master of Science from Tufts University in the United States, a Master of Science from Columbia University in the United States, and a Ph.D. from Stevens Institute of Technology in the United States.
Reported Earnings • Aug 05First half 2025 earnings released: CN¥0.22 loss per share (vs CN¥0.065 loss in 1H 2024)First half 2025 results: CN¥0.22 loss per share (further deteriorated from CN¥0.065 loss in 1H 2024). Revenue: CN¥2.60b (down 13% from 1H 2024). Net loss: CN¥198.3m (loss widened 233% from 1H 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.18, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 25x in the Software industry in Germany. Total loss to shareholders of 8.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €0.69 per share.
お知らせ • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025
お知らせ • May 29AsiaInfo Technologies Limited Declares Final Dividend for the Year Ended 31 December 2024AsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a final dividend of HKD 0.252 per Share for the year ended 31 December 2024.
お知らせ • May 28AsiaInfo Technologies Limited Declares Special DividendAsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a special dividend of HKD 0.160 per Share.
Upcoming Dividend • May 23Upcoming dividend of HK$0.41 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (0.9%).
Buy Or Sell Opportunity • Mar 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €1.02. The fair value is estimated to be €0.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €1.07, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Software industry in Germany. Total returns to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €0.83 per share.
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: CN¥0.60 (vs CN¥0.58 in FY 2023)Full year 2024 results: EPS: CN¥0.60 (up from CN¥0.58 in FY 2023). Revenue: CN¥6.65b (down 16% from FY 2023). Net income: CN¥544.9m (up 2.2% from FY 2023). Profit margin: 8.2% (up from 6.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.
お知らせ • Mar 11AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025, at 10:00 China Standard Time.
お知らせ • Mar 10+ 1 more updateAsiainfo Technologies Limited Proposes Final Cash Dividend for the Year Ended 31 December 2024, Payable on 20 June 2025Asiainfo Technologies Limited proposed final cash dividend of HKD 0.252 per share for the Year Ended 31 December 2024, Payable on 20 June 2025. Ex-dividend date is 30 May 2025. Record date is 06 June 2025. Date of shareholders' approval is 28 May 2025.
お知らせ • Feb 26AsiaInfo Technologies Limited to Report Fiscal Year 2024 Results on Mar 10, 2025AsiaInfo Technologies Limited announced that they will report fiscal year 2024 results on Mar 10, 2025
New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 133% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 37%After last week's 37% share price gain to €1.12, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Software industry in Germany. Total returns to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €2.20 per share.
お知らせ • Nov 11Asiainfo Technologies Limited Announces Board and Committee ChangesAsiaInfo Technologies Limited announced changes in Directors which have taken place immediately upon Completion: Resignations: Mr. XIN Yuesheng resigned as an executive Director; Mr. CHENG Xike resigned as a non-executive Director; Dr. GAO Jack Qunyao resigned as an independent non-executive Director. Appointments: Mr. KWOK Bernard Chuen Wah (Mr. KWOK) has been appointed as an executive Director; Mr. HE Zheng (Mr. HE) has been appointed as a non-executive Director; Mr. JIANG Jian (Mr. JIANG) has been appointed as a non-executive Director; and Dr. WANG Lei (Dr. WANG) has been appointed as an independent non-executive Director. Following the effective changes to the Board as detailed above, the composition of the various Board committees has also been changed as follows: Audit Committee: Mr. Ge Ming- Chairman; Ms. Tao Ping and Dr. Wang Lei- Members. Remuneration Committee: Dr. Zhang Ya-Qin-chairman, Mr. He Zheng and Mr. Ge Ming- members. Nomination Committee: Dr. Tian Suning – Chairman; Mr. Gao Nianshu, Ms. Liu Hong- Member, Dr. Zhang Ya-Qin, Mr. Ge Ming, Ms. Tao Ping and Dr. Wang Lei - Members. Strategy and Investment Committee: Mr. He Zheng- chairman; Dr. Tian Suning, Mr. Gao Nianshu, Mr. Kwok Bernard Chuen Wah, Mr. Yang Lin and Ms. Liu Hong - Members.
Recent Insider Transactions • Nov 01Non-Executive Director recently sold €7.2m worth of stockOn the 24th of October, Jianhua Ding sold around 12m shares on-market at roughly €0.62 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.9m more than they bought in the last 12 months.
お知らせ • Sep 30Asiainfo Technologies Limited Announces Resignation of Zhang Yichen as A Non-Executive DirectorAsiaInfo Technologies Limited announces that Mr. ZHANG Yichen (``Mr. ZHANG'') has tendered his resignation as a non-executive director of the Company with effect from 29 September 2024 in order to devote more time to his personal commitments.
Reported Earnings • Aug 18First half 2024 earnings released: CN¥0.065 loss per share (vs CN¥0.24 profit in 1H 2023)First half 2024 results: CN¥0.065 loss per share (down from CN¥0.24 profit in 1H 2023). Revenue: CN¥2.99b (down 8.8% from 1H 2023). Net loss: CN¥59.5m (down 128% from profit in 1H 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.
お知らせ • Aug 15AsiaInfo Technologies Limited Provides Guidance of the Final Dividend for the Year of 2024AsiaInfo Technologies Limited announced that after giving due consideration to the Company's business development, profitability and cash flow level, the guidance of the final dividend for the year of 2024 is 40% of the annual net profit attributable to equity holders of the Company, and actively consider maintaining the amount of the final dividend per Share at a relatively stable level as compared to that of last year.
お知らせ • Aug 02AsiaInfo Technologies Limited to Report Q2, 2024 Results on Aug 14, 2024AsiaInfo Technologies Limited announced that they will report Q2, 2024 results on Aug 14, 2024
New Risk • Jul 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German 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). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.8% net profit margin).
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.
Board Change • Apr 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (8 non-independent directors). Independent Non-Executive Director Ping Tao was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 19AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024, at 10:00 China Standard Time.