View ValuationXD 将来の成長Future 基準チェック /46XD利益と収益がそれぞれ年間13.3%と9.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27.6% 13.1%なると予測されています。主要情報13.3%収益成長率13.10%EPS成長率Entertainment 収益成長8.7%収益成長率9.1%将来の株主資本利益率27.59%アナリストカバレッジGood最終更新日09 Jul 2026今後の成長に関する最新情報分析記事 • Mar 30The XD Inc. (HKG:2400) Annual Results Are Out And Analysts Have Published New ForecastsLast week, you might have seen that XD Inc. ( HKG:2400 ) released its annual result to the market. The early response...分析記事 • Oct 02Revenue Beat: XD Inc. Exceeded Revenue Forecasts By 20% And Analysts Are Updating Their EstimatesXD Inc. ( HKG:2400 ) shareholders are probably feeling a little disappointed, since its shares fell 6.9% to HK$80.65 in...分析記事 • Sep 02XD Inc. Just Beat Revenue By 20%: Here's What Analysts Think Will Happen NextAs you might know, XD Inc. ( HKG:2400 ) recently reported its interim numbers. It was a mildly positive result, with...Major Estimate Revision • Aug 07Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥5.39b to CN¥5.82b. EPS estimate increased from CN¥2.01 to CN¥2.35 per share. Net income forecast to grow 43% next year vs 26% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$41.38 to HK$57.35. Share price rose 40% to HK$73.60 over the past week.Major Estimate Revision • Apr 04Consensus EPS estimates increase by 24%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CN¥5.53b to CN¥5.31b. EPS estimate rose from CN¥1.61 to CN¥2.00. Net income forecast to grow 17% next year vs 25% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$27.51 to HK$34.49. Share price was steady at HK$32.85 over the past week.分析記事 • Mar 31Results: XD Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesIt's been a sad week for XD Inc. ( HKG:2400 ), who've watched their investment drop 14% to HK$32.30 in the week since...すべての更新を表示Recent updatesライブニュース • Jun 11XD Inc. Reports 15% Revenue Growth and 89.2% Earnings Surge on Game and TapTap StrengthXD Inc. is highlighted among high growth tech stocks in Asia, with annual revenue reported to have risen 15%. Net income is reported to have more than doubled, with earnings growth of 89.2%. The company reports that it earns revenue primarily from game development and its TapTap platform, with a focus on research and development aligned to this business model. The combination of 15% revenue growth and 89.2% earnings growth indicates improving profitability, which can reflect factors such as better cost control, changes in product mix, or operating leverage. For investors, the reliance on game development and the TapTap platform makes it useful to monitor user engagement trends and competition in mobile gaming platforms, since shifts in player behavior or rival offerings could directly affect these revenue and earnings profiles.お知らせ • Apr 30XD Inc., Annual General Meeting, May 28, 2026XD Inc., Annual General Meeting, May 28, 2026, at 10:30 China Standard Time. Location: unit a1, no. 700 wanrong road, shanghai China分析記事 • Mar 30The XD Inc. (HKG:2400) Annual Results Are Out And Analysts Have Published New ForecastsLast week, you might have seen that XD Inc. ( HKG:2400 ) released its annual result to the market. The early response...Reported Earnings • Mar 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥3.19 (up from CN¥1.71 in FY 2024). Revenue: CN¥5.76b (up 15% from FY 2024). Net income: CN¥1.54b (up 89% from FY 2024). Profit margin: 27% (up from 16% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 17XD Inc. to Report Fiscal Year 2025 Results on Mar 27, 2026XD Inc. announced that they will report fiscal year 2025 results on Mar 27, 2026分析記事 • Feb 09XD (HKG:2400) Is Very Good At Capital AllocationThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Buy Or Sell Opportunity • Jan 20Now 22% undervaluedOver the last 90 days, the stock has risen 13% to HK$80.00. The fair value is estimated to be HK$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Recent Insider Transactions • Jan 13Founder recently sold HK$47m worth of stockOn the 6th of January, Yunjie Dai sold around 660k shares on-market at roughly HK$71.05 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Yunjie has been a net seller over the last 12 months, reducing personal holdings by HK$94m.分析記事 • Jan 12What XD Inc.'s (HKG:2400) 26% Share Price Gain Is Not Telling YouXD Inc. ( HKG:2400 ) shareholders would be excited to see that the share price has had a great month, posting a 26...Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$77.50, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Entertainment industry in Hong Kong. Total returns to shareholders of 193% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$102 per share.分析記事 • Jan 03Should You Investigate XD Inc. (HKG:2400) At HK$65.40?XD Inc. ( HKG:2400 ), is not the largest company out there, but it received a lot of attention from a substantial price...分析記事 • Dec 20XD Inc.'s (HKG:2400) Intrinsic Value Is Potentially 62% Above Its Share PriceKey Insights XD's estimated fair value is HK$99.60 based on 2 Stage Free Cash Flow to Equity Current share price of...Recent Insider Transactions • Dec 08Founder recently sold HK$19m worth of stockOn the 1st of December, Yunjie Dai sold around 254k shares on-market at roughly HK$74.39 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth HK$128m. Yunjie has been a net seller over the last 12 months, reducing personal holdings by HK$48m.Recent Insider Transactions • Dec 04Founder recently sold HK$8.0m worth of stockOn the 26th of November, Yunjie Dai sold around 115k shares on-market at roughly HK$70.20 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth HK$128m. Yunjie has been a net seller over the last 12 months, reducing personal holdings by HK$29m.分析記事 • Nov 20There's Reason For Concern Over XD Inc.'s (HKG:2400) PriceWhen close to half the companies in the Entertainment industry in Hong Kong have price-to-sales ratios (or "P/S") below...分析記事 • Nov 09XD (HKG:2400) Knows How To Allocate Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Recent Insider Transactions • Oct 20Founder recently sold HK$13m worth of stockOn the 14th of October, Yunjie Dai sold around 171k shares on-market at roughly HK$73.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth HK$128m. This was Yunjie's only on-market trade for the last 12 months.分析記事 • Oct 02Revenue Beat: XD Inc. Exceeded Revenue Forecasts By 20% And Analysts Are Updating Their EstimatesXD Inc. ( HKG:2400 ) shareholders are probably feeling a little disappointed, since its shares fell 6.9% to HK$80.65 in...Recent Insider Transactions • Oct 02Founder recently sold HK$128m worth of stockOn the 25th of September, Yimeng Huang sold around 2m shares on-market at roughly HK$85.65 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Yimeng has been a net seller over the last 12 months, reducing personal holdings by HK$204m.分析記事 • Sep 28Is Now The Time To Look At Buying XD Inc. (HKG:2400)?XD Inc. ( HKG:2400 ), is not the largest company out there, but it led the SEHK gainers with a relatively large price...分析記事 • Sep 15Estimating The Intrinsic Value Of XD Inc. (HKG:2400)Key Insights Using the 2 Stage Free Cash Flow to Equity, XD fair value estimate is HK$76.01 With HK$84.90 share price...Recent Insider Transactions Derivative • Sep 13Founder exercised options and sold HK$5.4m worth of stockOn the 8th of September, Yunjie Dai exercised 78k options at a strike price of around HK$9.31 and sold these shares for an average price of HK$78.35 per share. This trade did not impact their existing holding. Since December 2024, Yunjie has owned 54.11m shares directly. Company insiders have collectively sold HK$106m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Sep 03Analyst Forecasts For XD Inc. (HKG:2400) Are Surging HigherXD Inc. ( HKG:2400 ) shareholders will have a reason to smile today, with the analysts making substantial upgrades to...Buy Or Sell Opportunity • Sep 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 101% to HK$80.45. The fair value is estimated to be HK$66.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.分析記事 • Sep 02XD Inc. Just Beat Revenue By 20%: Here's What Analysts Think Will Happen NextAs you might know, XD Inc. ( HKG:2400 ) recently reported its interim numbers. It was a mildly positive result, with...Reported Earnings • Aug 31First half 2025 earnings released: EPS: CN¥1.57 (vs CN¥0.43 in 1H 2024)First half 2025 results: EPS: CN¥1.57 (up from CN¥0.43 in 1H 2024). Revenue: CN¥3.08b (up 39% from 1H 2024). Net income: CN¥754.9m (up 268% from 1H 2024). Profit margin: 25% (up from 9.2% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 135% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 19XD Inc. to Report First Half, 2025 Results on Aug 29, 2025XD Inc. announced that they will report first half, 2025 results on Aug 29, 2025分析記事 • Aug 11What XD Inc.'s (HKG:2400) 51% Share Price Gain Is Not Telling YouDespite an already strong run, XD Inc. ( HKG:2400 ) shares have been powering on, with a gain of 51% in the last thirty...Major Estimate Revision • Aug 07Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥5.39b to CN¥5.82b. EPS estimate increased from CN¥2.01 to CN¥2.35 per share. Net income forecast to grow 43% next year vs 26% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$41.38 to HK$57.35. Share price rose 40% to HK$73.60 over the past week.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 33%After last week's 33% share price gain to HK$70.80, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Entertainment industry in Hong Kong. Total returns to shareholders of 262% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$46.11 per share.Buy Or Sell Opportunity • Aug 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to HK$56.75. The fair value is estimated to be HK$46.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.分析記事 • Jul 30Investors Shouldn't Overlook XD's (HKG:2400) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...分析記事 • Jun 27Optimistic Investors Push XD Inc. (HKG:2400) Shares Up 28% But Growth Is LackingDespite an already strong run, XD Inc. ( HKG:2400 ) shares have been powering on, with a gain of 28% in the last thirty...分析記事 • Jun 22At HK$46.10, Is It Time To Put XD Inc. (HKG:2400) On Your Watch List?XD Inc. ( HKG:2400 ), is not the largest company out there, but it received a lot of attention from a substantial price...Recent Insider Transactions Derivative • Jun 21Founder exercised options and sold HK$16m worth of stockOn the 16th of June, Yimeng Huang exercised 486k options at a strike price of around HK$13.64 and sold these shares for an average price of HK$46.73 per share. This trade did not impact their existing holding. For the year to December 2018, Yimeng's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Yimeng has owned 162.31m shares directly. Company insiders have collectively sold HK$97m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jun 21Founder recently sold HK$76m worth of stockOn the 16th of June, Yimeng Huang sold around 2m shares on-market at roughly HK$46.73 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Yimeng has been a net seller over the last 12 months, reducing personal holdings by HK$76m.Buy Or Sell Opportunity • Jun 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to HK$46.85. The fair value is estimated to be HK$38.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$42.65, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Entertainment industry in Hong Kong. Total returns to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$38.87 per share.お知らせ • May 29XD Inc. Approves Final Dividend for the Year Ended December 31, 2024XD Inc. at its AGM held on May 29, 2025 approved final dividend of HKD 0.4 per ordinary share of the company for the year ended December 31, 2024.分析記事 • May 22Shareholders Will Probably Hold Off On Increasing XD Inc.'s (HKG:2400) CEO Compensation For The Time BeingKey Insights XD's Annual General Meeting to take place on 29th of May CEO Yimeng Huang's total compensation includes...分析記事 • May 07XD Inc.'s (HKG:2400) Shares Climb 31% But Its Business Is Yet to Catch UpXD Inc. ( HKG:2400 ) shareholders have had their patience rewarded with a 31% share price jump in the last month. The...Reported Earnings • May 03Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: CN¥1.71 (up from CN¥0.18 loss in FY 2023). Revenue: CN¥5.01b (up 48% from FY 2023). Net income: CN¥811.5m (up CN¥894.6m from FY 2023). Profit margin: 16% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29XD Inc., Annual General Meeting, May 29, 2025XD Inc., Annual General Meeting, May 29, 2025, at 10:30 China Standard Time. Location: unit a1, no. 700 wanrong road, shanghai ChinaBuy Or Sell Opportunity • Apr 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to HK$33.00. The fair value is estimated to be HK$26.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Major Estimate Revision • Apr 04Consensus EPS estimates increase by 24%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CN¥5.53b to CN¥5.31b. EPS estimate rose from CN¥1.61 to CN¥2.00. Net income forecast to grow 17% next year vs 25% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$27.51 to HK$34.49. Share price was steady at HK$32.85 over the past week.分析記事 • Mar 31Results: XD Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesIt's been a sad week for XD Inc. ( HKG:2400 ), who've watched their investment drop 14% to HK$32.30 in the week since...Buy Or Sell Opportunity • Mar 31Now 27% undervaluedOver the last 90 days, the stock has risen 29% to HK$32.35. The fair value is estimated to be HK$44.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.Reported Earnings • Mar 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: CN¥1.71 (up from CN¥0.18 loss in FY 2023). Revenue: CN¥5.01b (up 48% from FY 2023). Net income: CN¥811.5m (up CN¥894.6m from FY 2023). Profit margin: 16% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Mar 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 10% 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. This is currently the only risk that has been identified for the company.お知らせ • Mar 18XD Inc. to Report Q4, 2024 Results on Mar 28, 2025XD Inc. announced that they will report Q4, 2024 results on Mar 28, 2025Major Estimate Revision • Mar 08Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from CN¥1.41 to CN¥1.56. Revenue forecast steady at CN¥5.03b. Net income forecast to grow 2,166% next year vs 36% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$23.83 to HK$25.27. Share price rose 19% to HK$38.60 over the past week.分析記事 • Mar 05At HK$36.40, Is XD Inc. (HKG:2400) Worth Looking At Closely?XD Inc. ( HKG:2400 ), might not be a large cap stock, but it led the SEHK gainers with a relatively large price hike in...Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 34% to HK$32.40. The fair value is estimated to be HK$40.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 2,326% in the next 2 years.分析記事 • Feb 03XD Inc.'s (HKG:2400) P/S Is On The MarkWhen you see that almost half of the companies in the Entertainment industry in Hong Kong have price-to-sales ratios...分析記事 • Dec 06Is XD Inc. (HKG:2400) Trading At A 41% Discount?Key Insights The projected fair value for XD is HK$43.72 based on 2 Stage Free Cash Flow to Equity Current share price...分析記事 • Sep 30XD Inc.'s (HKG:2400) Shares Climb 29% But Its Business Is Yet to Catch UpDespite an already strong run, XD Inc. ( HKG:2400 ) shares have been powering on, with a gain of 29% in the last thirty...New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 9.8% 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 (9.8% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).New Risk • Sep 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% 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. This is currently the only risk that has been identified for the company.分析記事 • Sep 03HK$24.22 - That's What Analysts Think XD Inc. (HKG:2400) Is Worth After These ResultsLast week, you might have seen that XD Inc. ( HKG:2400 ) released its half-year result to the market. The early...Reported Earnings • Sep 02First half 2024 earnings released: EPS: CN¥0.43 (vs CN¥0.19 in 1H 2023)First half 2024 results: EPS: CN¥0.43 (up from CN¥0.19 in 1H 2023). Revenue: CN¥2.22b (up 27% from 1H 2023). Net income: CN¥205.1m (up 127% from 1H 2023). Profit margin: 9.2% (up from 5.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Aug 20XD Inc. to Report First Half, 2024 Results on Aug 30, 2024XD Inc. announced that they will report first half, 2024 results on Aug 30, 2024分析記事 • Aug 06XD Inc.'s (HKG:2400) 32% Price Boost Is Out Of Tune With RevenuesXD Inc. ( HKG:2400 ) shares have continued their recent momentum with a 32% gain in the last month alone. Looking back...お知らせ • Aug 05XD Inc. Provides Unaudited Consolidated Earnings Guidance for the Six Months Ended June 30, 2024XD Inc. provided unaudited consolidated earnings guidance for the six months ended June 30, 2024. For the six months ended June 30, 2024, the Group is expected to record: a revenue ranging from approximately RMB 2,180 million to RMB 2,230 million, representing an increase of approximately 24.4% to 27.2% as compared to the corresponding period of the last year. The expected increase in revenue is mainly attributable to (a) the revenue from newly launched games GoGo Muffin and Sword of Convallaria, (b) the increase in information services revenue from TapTap PRC, and (c) partially offset by the decrease in revenues from certain existing games; and a net profit ranging from approximately RMB 220 million to RMB 270 million, representing an increase of approximately 114.0% to 162.7% as compared to the corresponding period of the last year. The expected increase in net profit is mainly attributable to (a) an increase in gross profit due to improvements in total revenue and gross margin, and (b) partially offset by the increase in marketing expenses.分析記事 • Jun 18Increases to XD Inc.'s (HKG:2400) CEO Compensation Might Cool off for nowKey Insights XD will host its Annual General Meeting on 25th of June CEO Yimeng Huang's total compensation includes...分析記事 • Jun 05XD Inc.'s (HKG:2400) 26% Price Boost Is Out Of Tune With RevenuesXD Inc. ( HKG:2400 ) shares have continued their recent momentum with a 26% gain in the last month alone. While recent...お知らせ • Jun 02XD Inc., Annual General Meeting, Jun 25, 2024XD Inc., Annual General Meeting, Jun 25, 2024, at 10:30 China Standard Time. Location: unit a1, no. 700 wanrong road, shanghai China分析記事 • May 21XD (HKG:2400) Will Want To Turn Around Its Return TrendsThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.18 loss per share (improved from CN¥1.17 loss in FY 2022). Revenue: CN¥3.39b (down 1.2% from FY 2022). Net loss: CN¥83.0m (loss narrowed 85% from FY 2022). Revenue missed analyst estimates by 11%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.分析記事 • Mar 31XD Inc. Reported A Surprise Loss, And Analysts Have Updated Their ForecastsXD Inc. ( HKG:2400 ) shareholders are probably feeling a little disappointed, since its shares fell 5.5% to HK$15.90 in...分析記事 • Mar 29Does XD (HKG:2400) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.18 loss per share (improved from CN¥1.17 loss in FY 2022). Revenue: CN¥3.39b (down 1.2% from FY 2022). Net loss: CN¥83.0m (loss narrowed 85% from FY 2022). Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.お知らせ • Mar 19XD Inc. to Report Fiscal Year 2023 Results on Mar 28, 2024XD Inc. announced that they will report fiscal year 2023 results on Mar 28, 2024分析記事 • Feb 22Revenues Not Telling The Story For XD Inc. (HKG:2400) After Shares Rise 80%Those holding XD Inc. ( HKG:2400 ) shares would be relieved that the share price has rebounded 80% in the last thirty...New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 10% 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. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Jan 25Founder recently bought HK$2.3m worth of stockOn the 22nd of January, Yunjie Dai bought around 300k shares on-market at roughly HK$7.57 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Yunjie's only on-market trade for the last 12 months.分析記事 • Dec 23XD Inc. (HKG:2400) Not Doing Enough For Some Investors As Its Shares Slump 36%The XD Inc. ( HKG:2400 ) share price has fared very poorly over the last month, falling by a substantial 36%. The...お知らせ • Dec 17XD Inc. Announces Board ChangesThe board of directors of XD Inc. announced that, Mr. LIU Wei has retired as a non-executive Director upon the expiry of his term of office with effect from December 17, 2023 due to personal work arrangement. Mr. LIU also ceased to be a member of the strategy and development committee of the Company on the same day. The Board announced that, Mr. WU Meng has been appointed as a non-executive Director and a member of the strategy and development committee, with effect from December 17, 2023. Mr. WU Meng, aged 38, started his business since 2005 and has over 18 years of experience in the gaming and Internet industry. From February 2012 to June 2022, Mr. WU worked at Giant Network Group Co. Ltd., where he consecutively served as the vice president from February 2012 to December 2019, and as the chief executive officer from January 2020 to June 2022. Mr. WU is the founder of Shanghai MiAO Worlds Technology Co. Ltd. and has served as the chief executive officer since July 2022. Mr. WU graduated from Shuangyashan City Forestry School in Heilongjiang Province in 2004.分析記事 • Dec 04Is XD (HKG:2400) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Sep 01Is XD (HKG:2400) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Sep 01First half 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.82 loss in 1H 2022)First half 2023 results: EPS: CN¥0.19 (up from CN¥0.82 loss in 1H 2022). Revenue: CN¥1.75b (up 10.0% from 1H 2022). Net income: CN¥90.2m (up CN¥476.3m from 1H 2022). Profit margin: 5.1% (up from net loss in 1H 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Aug 19XD Inc. to Report First Half, 2023 Results on Aug 31, 2023XD Inc. announced that they will report first half, 2023 results on Aug 31, 2023分析記事 • May 12Should You Investigate XD Inc. (HKG:2400) At HK$23.30?XD Inc. ( HKG:2400 ), might not be a large cap stock, but it received a lot of attention from a substantial price...Buying Opportunity • May 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be HK$30.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Apr 02The XD Inc. (HKG:2400) Yearly Results Are Out And Analysts Have Published New ForecastsXD Inc. ( HKG:2400 ) just released its latest yearly results and things are looking bullish. It looks like a positive...Reported Earnings • Mar 31Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: CN¥1.17 loss per share (improved from CN¥1.86 loss in FY 2021). Revenue: CN¥3.43b (up 27% from FY 2021). Net loss: CN¥553.5m (loss narrowed 36% from FY 2021). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.9%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non Executive Director Lily Liu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 02First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: CN¥0.82 loss per share (further deteriorated from CN¥0.71 loss in 1H 2021). Revenue: CN¥1.59b (up 16% from 1H 2021). Net loss: CN¥386.1m (loss widened 19% from 1H 2021). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 7.9%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Entertainment industry in Hong Kong.分析記事 • Sep 28XD (HKG:2400) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Sep 01First half 2022 earnings released: CN¥0.82 loss per share (vs CN¥0.71 loss in 1H 2021)First half 2022 results: CN¥0.82 loss per share (down from CN¥0.71 loss in 1H 2021). Revenue: CN¥1.59b (up 16% from 1H 2021). Net loss: CN¥386.1m (loss widened 19% from 1H 2021). Over the next year, revenue is forecast to grow 23%, compared to a 32% growth forecast for the Entertainment industry in Hong Kong.分析記事 • Jun 21XD Inc. (HKG:2400) Shares Could Be 46% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of XD Inc. ( HKG:2400 ) by estimating the company's future...Reported Earnings • Apr 28Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: CN¥1.86 loss per share (down from CN¥0.021 profit in FY 2020). Revenue: CN¥2.70b (down 5.1% from FY 2020). Net loss: CN¥863.8m (down CN¥873.0m from profit in FY 2020). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 11%, compared to a 29% growth forecast for the industry in Hong Kong.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (4 non-independent directors). Founder, Chairman & CEO Yimeng Huang is the most experienced director on the board, commencing their role in 2019. Independent Non Executive Director Lily Liu 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. Lack of board continuity. Lack of experienced directors.Major Estimate Revision • Apr 06Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥3.31b to CN¥3.07b. Losses expected to increase from CN¥0.99 per share to CN¥1.10. Entertainment industry in Hong Kong expected to see average net income growth of 71% next year. Consensus price target down from HK$47.24 to HK$44.06. Share price rose 2.1% to HK$24.80 over the past week.Reported Earnings • Apr 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: CN¥1.86 loss per share (down from CN¥0.021 profit in FY 2020). Revenue: CN¥2.70b (down 5.1% from FY 2020). Net loss: CN¥863.8m (down CN¥873.0m from profit in FY 2020). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 15%, compared to a 28% growth forecast for the industry in Hong Kong.分析記事 • Mar 07XD Inc.'s (HKG:2400) Intrinsic Value Is Potentially 22% Below Its Share PriceIn this article we are going to estimate the intrinsic value of XD Inc. ( HKG:2400 ) by taking the forecast future cash...Recent Insider Transactions • Jan 19Founder recently bought HK$4.0m worth of stockOn the 14th of January, Yimeng Huang bought around 120k shares on-market at roughly HK$33.40 per share. In the last 3 months, they made an even bigger purchase worth HK$4.4m. Yimeng has been a buyer over the last 12 months, purchasing a net total of HK$250m worth in shares.Recent Insider Transactions • Dec 23Founder recently bought HK$3.7m worth of stockOn the 20th of December, Yimeng Huang bought around 100k shares on-market at roughly HK$37.35 per share. In the last 3 months, they made an even bigger purchase worth HK$4.4m. Yimeng has been a buyer over the last 12 months, purchasing a net total of HK$246m worth in shares.Recent Insider Transactions • Dec 08Founder recently bought HK$4.3m worth of stockOn the 6th of December, Yimeng Huang bought around 100k shares on-market at roughly HK$43.50 per share. In the last 3 months, they made an even bigger purchase worth HK$4.4m. Yimeng has been a buyer over the last 12 months, purchasing a net total of HK$242m worth in shares.分析記事 • Dec 01XD (HKG:2400) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...業績と収益の成長予測SEHK:2400 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20288,1412,4112,5802,807712/31/20277,3092,0722,0562,2851012/31/20266,5891,8242,2712,1121012/31/20255,7641,5351,3911,713N/A9/30/20255,8191,4481,4471,623N/A6/30/20255,8741,3611,5031,533N/A3/31/20255,4431,0861,3781,406N/A12/31/20245,0128121,2531,280N/A9/30/20244,434422854881N/A6/30/20243,85732455481N/A3/31/20243,623-26337358N/A12/31/20233,389-83219235N/A9/30/20233,490-8077108N/A6/30/20233,590-77-65-20N/A3/31/20233,510-315-242-174N/A12/31/20223,431-553-419-328N/A9/30/20223,175-739-452-346N/A6/30/20222,919-925-484-365N/A3/31/20222,811-894-553-420N/A12/31/20212,703-864-623-475N/A9/30/20212,744-693-546-397N/A6/30/20212,786-523-470-319N/A3/31/20212,817-257-11715N/A12/31/20202,8489236348N/A9/30/20202,908163448562N/A6/30/20202,969316660776N/A3/31/20202,903332691819N/A12/31/20192,838347721861N/A12/31/20181,887285N/A174N/A12/31/20171,344117N/A296N/A12/31/201676625N/A-9N/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: 2400の予測収益成長率 (年間13.3% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: 2400の収益 ( 13.3% ) はHong Kong市場 ( 12.3% ) よりも速いペースで成長すると予測されています。高成長収益: 2400の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 2400の収益 ( 9.1% ) Hong Kong市場 ( 8.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 2400の収益 ( 9.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2400の 自己資本利益率 は、3年後には高くなると予測されています ( 27.6 %)成長企業の発掘7D1Y7D1Y7D1YMedia 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2026/07/24 20:56終値2026/07/24 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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋XD Inc. 10 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。23 アナリスト機関Lei ZhangBofA Global ResearchBoyi ShiCGS InternationalXueqing ZhangChina International Capital Corporation Limited20 その他のアナリストを表示
分析記事 • Mar 30The XD Inc. (HKG:2400) Annual Results Are Out And Analysts Have Published New ForecastsLast week, you might have seen that XD Inc. ( HKG:2400 ) released its annual result to the market. The early response...
分析記事 • Oct 02Revenue Beat: XD Inc. Exceeded Revenue Forecasts By 20% And Analysts Are Updating Their EstimatesXD Inc. ( HKG:2400 ) shareholders are probably feeling a little disappointed, since its shares fell 6.9% to HK$80.65 in...
分析記事 • Sep 02XD Inc. Just Beat Revenue By 20%: Here's What Analysts Think Will Happen NextAs you might know, XD Inc. ( HKG:2400 ) recently reported its interim numbers. It was a mildly positive result, with...
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥5.39b to CN¥5.82b. EPS estimate increased from CN¥2.01 to CN¥2.35 per share. Net income forecast to grow 43% next year vs 26% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$41.38 to HK$57.35. Share price rose 40% to HK$73.60 over the past week.
Major Estimate Revision • Apr 04Consensus EPS estimates increase by 24%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CN¥5.53b to CN¥5.31b. EPS estimate rose from CN¥1.61 to CN¥2.00. Net income forecast to grow 17% next year vs 25% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$27.51 to HK$34.49. Share price was steady at HK$32.85 over the past week.
分析記事 • Mar 31Results: XD Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesIt's been a sad week for XD Inc. ( HKG:2400 ), who've watched their investment drop 14% to HK$32.30 in the week since...
ライブニュース • Jun 11XD Inc. Reports 15% Revenue Growth and 89.2% Earnings Surge on Game and TapTap StrengthXD Inc. is highlighted among high growth tech stocks in Asia, with annual revenue reported to have risen 15%. Net income is reported to have more than doubled, with earnings growth of 89.2%. The company reports that it earns revenue primarily from game development and its TapTap platform, with a focus on research and development aligned to this business model. The combination of 15% revenue growth and 89.2% earnings growth indicates improving profitability, which can reflect factors such as better cost control, changes in product mix, or operating leverage. For investors, the reliance on game development and the TapTap platform makes it useful to monitor user engagement trends and competition in mobile gaming platforms, since shifts in player behavior or rival offerings could directly affect these revenue and earnings profiles.
お知らせ • Apr 30XD Inc., Annual General Meeting, May 28, 2026XD Inc., Annual General Meeting, May 28, 2026, at 10:30 China Standard Time. Location: unit a1, no. 700 wanrong road, shanghai China
分析記事 • Mar 30The XD Inc. (HKG:2400) Annual Results Are Out And Analysts Have Published New ForecastsLast week, you might have seen that XD Inc. ( HKG:2400 ) released its annual result to the market. The early response...
Reported Earnings • Mar 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥3.19 (up from CN¥1.71 in FY 2024). Revenue: CN¥5.76b (up 15% from FY 2024). Net income: CN¥1.54b (up 89% from FY 2024). Profit margin: 27% (up from 16% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 17XD Inc. to Report Fiscal Year 2025 Results on Mar 27, 2026XD Inc. announced that they will report fiscal year 2025 results on Mar 27, 2026
分析記事 • Feb 09XD (HKG:2400) Is Very Good At Capital AllocationThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Buy Or Sell Opportunity • Jan 20Now 22% undervaluedOver the last 90 days, the stock has risen 13% to HK$80.00. The fair value is estimated to be HK$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Recent Insider Transactions • Jan 13Founder recently sold HK$47m worth of stockOn the 6th of January, Yunjie Dai sold around 660k shares on-market at roughly HK$71.05 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Yunjie has been a net seller over the last 12 months, reducing personal holdings by HK$94m.
分析記事 • Jan 12What XD Inc.'s (HKG:2400) 26% Share Price Gain Is Not Telling YouXD Inc. ( HKG:2400 ) shareholders would be excited to see that the share price has had a great month, posting a 26...
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$77.50, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Entertainment industry in Hong Kong. Total returns to shareholders of 193% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$102 per share.
分析記事 • Jan 03Should You Investigate XD Inc. (HKG:2400) At HK$65.40?XD Inc. ( HKG:2400 ), is not the largest company out there, but it received a lot of attention from a substantial price...
分析記事 • Dec 20XD Inc.'s (HKG:2400) Intrinsic Value Is Potentially 62% Above Its Share PriceKey Insights XD's estimated fair value is HK$99.60 based on 2 Stage Free Cash Flow to Equity Current share price of...
Recent Insider Transactions • Dec 08Founder recently sold HK$19m worth of stockOn the 1st of December, Yunjie Dai sold around 254k shares on-market at roughly HK$74.39 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth HK$128m. Yunjie has been a net seller over the last 12 months, reducing personal holdings by HK$48m.
Recent Insider Transactions • Dec 04Founder recently sold HK$8.0m worth of stockOn the 26th of November, Yunjie Dai sold around 115k shares on-market at roughly HK$70.20 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth HK$128m. Yunjie has been a net seller over the last 12 months, reducing personal holdings by HK$29m.
分析記事 • Nov 20There's Reason For Concern Over XD Inc.'s (HKG:2400) PriceWhen close to half the companies in the Entertainment industry in Hong Kong have price-to-sales ratios (or "P/S") below...
分析記事 • Nov 09XD (HKG:2400) Knows How To Allocate Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Recent Insider Transactions • Oct 20Founder recently sold HK$13m worth of stockOn the 14th of October, Yunjie Dai sold around 171k shares on-market at roughly HK$73.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth HK$128m. This was Yunjie's only on-market trade for the last 12 months.
分析記事 • Oct 02Revenue Beat: XD Inc. Exceeded Revenue Forecasts By 20% And Analysts Are Updating Their EstimatesXD Inc. ( HKG:2400 ) shareholders are probably feeling a little disappointed, since its shares fell 6.9% to HK$80.65 in...
Recent Insider Transactions • Oct 02Founder recently sold HK$128m worth of stockOn the 25th of September, Yimeng Huang sold around 2m shares on-market at roughly HK$85.65 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Yimeng has been a net seller over the last 12 months, reducing personal holdings by HK$204m.
分析記事 • Sep 28Is Now The Time To Look At Buying XD Inc. (HKG:2400)?XD Inc. ( HKG:2400 ), is not the largest company out there, but it led the SEHK gainers with a relatively large price...
分析記事 • Sep 15Estimating The Intrinsic Value Of XD Inc. (HKG:2400)Key Insights Using the 2 Stage Free Cash Flow to Equity, XD fair value estimate is HK$76.01 With HK$84.90 share price...
Recent Insider Transactions Derivative • Sep 13Founder exercised options and sold HK$5.4m worth of stockOn the 8th of September, Yunjie Dai exercised 78k options at a strike price of around HK$9.31 and sold these shares for an average price of HK$78.35 per share. This trade did not impact their existing holding. Since December 2024, Yunjie has owned 54.11m shares directly. Company insiders have collectively sold HK$106m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Sep 03Analyst Forecasts For XD Inc. (HKG:2400) Are Surging HigherXD Inc. ( HKG:2400 ) shareholders will have a reason to smile today, with the analysts making substantial upgrades to...
Buy Or Sell Opportunity • Sep 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 101% to HK$80.45. The fair value is estimated to be HK$66.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.
分析記事 • Sep 02XD Inc. Just Beat Revenue By 20%: Here's What Analysts Think Will Happen NextAs you might know, XD Inc. ( HKG:2400 ) recently reported its interim numbers. It was a mildly positive result, with...
Reported Earnings • Aug 31First half 2025 earnings released: EPS: CN¥1.57 (vs CN¥0.43 in 1H 2024)First half 2025 results: EPS: CN¥1.57 (up from CN¥0.43 in 1H 2024). Revenue: CN¥3.08b (up 39% from 1H 2024). Net income: CN¥754.9m (up 268% from 1H 2024). Profit margin: 25% (up from 9.2% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 135% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 19XD Inc. to Report First Half, 2025 Results on Aug 29, 2025XD Inc. announced that they will report first half, 2025 results on Aug 29, 2025
分析記事 • Aug 11What XD Inc.'s (HKG:2400) 51% Share Price Gain Is Not Telling YouDespite an already strong run, XD Inc. ( HKG:2400 ) shares have been powering on, with a gain of 51% in the last thirty...
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥5.39b to CN¥5.82b. EPS estimate increased from CN¥2.01 to CN¥2.35 per share. Net income forecast to grow 43% next year vs 26% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$41.38 to HK$57.35. Share price rose 40% to HK$73.60 over the past week.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 33%After last week's 33% share price gain to HK$70.80, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Entertainment industry in Hong Kong. Total returns to shareholders of 262% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$46.11 per share.
Buy Or Sell Opportunity • Aug 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to HK$56.75. The fair value is estimated to be HK$46.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
分析記事 • Jul 30Investors Shouldn't Overlook XD's (HKG:2400) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 • Jun 27Optimistic Investors Push XD Inc. (HKG:2400) Shares Up 28% But Growth Is LackingDespite an already strong run, XD Inc. ( HKG:2400 ) shares have been powering on, with a gain of 28% in the last thirty...
分析記事 • Jun 22At HK$46.10, Is It Time To Put XD Inc. (HKG:2400) On Your Watch List?XD Inc. ( HKG:2400 ), is not the largest company out there, but it received a lot of attention from a substantial price...
Recent Insider Transactions Derivative • Jun 21Founder exercised options and sold HK$16m worth of stockOn the 16th of June, Yimeng Huang exercised 486k options at a strike price of around HK$13.64 and sold these shares for an average price of HK$46.73 per share. This trade did not impact their existing holding. For the year to December 2018, Yimeng's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Yimeng has owned 162.31m shares directly. Company insiders have collectively sold HK$97m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jun 21Founder recently sold HK$76m worth of stockOn the 16th of June, Yimeng Huang sold around 2m shares on-market at roughly HK$46.73 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Yimeng has been a net seller over the last 12 months, reducing personal holdings by HK$76m.
Buy Or Sell Opportunity • Jun 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to HK$46.85. The fair value is estimated to be HK$38.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$42.65, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Entertainment industry in Hong Kong. Total returns to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$38.87 per share.
お知らせ • May 29XD Inc. Approves Final Dividend for the Year Ended December 31, 2024XD Inc. at its AGM held on May 29, 2025 approved final dividend of HKD 0.4 per ordinary share of the company for the year ended December 31, 2024.
分析記事 • May 22Shareholders Will Probably Hold Off On Increasing XD Inc.'s (HKG:2400) CEO Compensation For The Time BeingKey Insights XD's Annual General Meeting to take place on 29th of May CEO Yimeng Huang's total compensation includes...
分析記事 • May 07XD Inc.'s (HKG:2400) Shares Climb 31% But Its Business Is Yet to Catch UpXD Inc. ( HKG:2400 ) shareholders have had their patience rewarded with a 31% share price jump in the last month. The...
Reported Earnings • May 03Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: CN¥1.71 (up from CN¥0.18 loss in FY 2023). Revenue: CN¥5.01b (up 48% from FY 2023). Net income: CN¥811.5m (up CN¥894.6m from FY 2023). Profit margin: 16% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29XD Inc., Annual General Meeting, May 29, 2025XD Inc., Annual General Meeting, May 29, 2025, at 10:30 China Standard Time. Location: unit a1, no. 700 wanrong road, shanghai China
Buy Or Sell Opportunity • Apr 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to HK$33.00. The fair value is estimated to be HK$26.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Major Estimate Revision • Apr 04Consensus EPS estimates increase by 24%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CN¥5.53b to CN¥5.31b. EPS estimate rose from CN¥1.61 to CN¥2.00. Net income forecast to grow 17% next year vs 25% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$27.51 to HK$34.49. Share price was steady at HK$32.85 over the past week.
分析記事 • Mar 31Results: XD Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesIt's been a sad week for XD Inc. ( HKG:2400 ), who've watched their investment drop 14% to HK$32.30 in the week since...
Buy Or Sell Opportunity • Mar 31Now 27% undervaluedOver the last 90 days, the stock has risen 29% to HK$32.35. The fair value is estimated to be HK$44.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
Reported Earnings • Mar 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: CN¥1.71 (up from CN¥0.18 loss in FY 2023). Revenue: CN¥5.01b (up 48% from FY 2023). Net income: CN¥811.5m (up CN¥894.6m from FY 2023). Profit margin: 16% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 10% 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. This is currently the only risk that has been identified for the company.
お知らせ • Mar 18XD Inc. to Report Q4, 2024 Results on Mar 28, 2025XD Inc. announced that they will report Q4, 2024 results on Mar 28, 2025
Major Estimate Revision • Mar 08Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from CN¥1.41 to CN¥1.56. Revenue forecast steady at CN¥5.03b. Net income forecast to grow 2,166% next year vs 36% growth forecast for Entertainment industry in Hong Kong. Consensus price target up from HK$23.83 to HK$25.27. Share price rose 19% to HK$38.60 over the past week.
分析記事 • Mar 05At HK$36.40, Is XD Inc. (HKG:2400) Worth Looking At Closely?XD Inc. ( HKG:2400 ), might not be a large cap stock, but it led the SEHK gainers with a relatively large price hike in...
Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 34% to HK$32.40. The fair value is estimated to be HK$40.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 2,326% in the next 2 years.
分析記事 • Feb 03XD Inc.'s (HKG:2400) P/S Is On The MarkWhen you see that almost half of the companies in the Entertainment industry in Hong Kong have price-to-sales ratios...
分析記事 • Dec 06Is XD Inc. (HKG:2400) Trading At A 41% Discount?Key Insights The projected fair value for XD is HK$43.72 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 • Sep 30XD Inc.'s (HKG:2400) Shares Climb 29% But Its Business Is Yet to Catch UpDespite an already strong run, XD Inc. ( HKG:2400 ) shares have been powering on, with a gain of 29% in the last thirty...
New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 9.8% 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 (9.8% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
New Risk • Sep 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% 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. This is currently the only risk that has been identified for the company.
分析記事 • Sep 03HK$24.22 - That's What Analysts Think XD Inc. (HKG:2400) Is Worth After These ResultsLast week, you might have seen that XD Inc. ( HKG:2400 ) released its half-year result to the market. The early...
Reported Earnings • Sep 02First half 2024 earnings released: EPS: CN¥0.43 (vs CN¥0.19 in 1H 2023)First half 2024 results: EPS: CN¥0.43 (up from CN¥0.19 in 1H 2023). Revenue: CN¥2.22b (up 27% from 1H 2023). Net income: CN¥205.1m (up 127% from 1H 2023). Profit margin: 9.2% (up from 5.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Aug 20XD Inc. to Report First Half, 2024 Results on Aug 30, 2024XD Inc. announced that they will report first half, 2024 results on Aug 30, 2024
分析記事 • Aug 06XD Inc.'s (HKG:2400) 32% Price Boost Is Out Of Tune With RevenuesXD Inc. ( HKG:2400 ) shares have continued their recent momentum with a 32% gain in the last month alone. Looking back...
お知らせ • Aug 05XD Inc. Provides Unaudited Consolidated Earnings Guidance for the Six Months Ended June 30, 2024XD Inc. provided unaudited consolidated earnings guidance for the six months ended June 30, 2024. For the six months ended June 30, 2024, the Group is expected to record: a revenue ranging from approximately RMB 2,180 million to RMB 2,230 million, representing an increase of approximately 24.4% to 27.2% as compared to the corresponding period of the last year. The expected increase in revenue is mainly attributable to (a) the revenue from newly launched games GoGo Muffin and Sword of Convallaria, (b) the increase in information services revenue from TapTap PRC, and (c) partially offset by the decrease in revenues from certain existing games; and a net profit ranging from approximately RMB 220 million to RMB 270 million, representing an increase of approximately 114.0% to 162.7% as compared to the corresponding period of the last year. The expected increase in net profit is mainly attributable to (a) an increase in gross profit due to improvements in total revenue and gross margin, and (b) partially offset by the increase in marketing expenses.
分析記事 • Jun 18Increases to XD Inc.'s (HKG:2400) CEO Compensation Might Cool off for nowKey Insights XD will host its Annual General Meeting on 25th of June CEO Yimeng Huang's total compensation includes...
分析記事 • Jun 05XD Inc.'s (HKG:2400) 26% Price Boost Is Out Of Tune With RevenuesXD Inc. ( HKG:2400 ) shares have continued their recent momentum with a 26% gain in the last month alone. While recent...
お知らせ • Jun 02XD Inc., Annual General Meeting, Jun 25, 2024XD Inc., Annual General Meeting, Jun 25, 2024, at 10:30 China Standard Time. Location: unit a1, no. 700 wanrong road, shanghai China
分析記事 • May 21XD (HKG:2400) Will Want To Turn Around Its Return TrendsThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.18 loss per share (improved from CN¥1.17 loss in FY 2022). Revenue: CN¥3.39b (down 1.2% from FY 2022). Net loss: CN¥83.0m (loss narrowed 85% from FY 2022). Revenue missed analyst estimates by 11%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
分析記事 • Mar 31XD Inc. Reported A Surprise Loss, And Analysts Have Updated Their ForecastsXD Inc. ( HKG:2400 ) shareholders are probably feeling a little disappointed, since its shares fell 5.5% to HK$15.90 in...
分析記事 • Mar 29Does XD (HKG:2400) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.18 loss per share (improved from CN¥1.17 loss in FY 2022). Revenue: CN¥3.39b (down 1.2% from FY 2022). Net loss: CN¥83.0m (loss narrowed 85% from FY 2022). Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
お知らせ • Mar 19XD Inc. to Report Fiscal Year 2023 Results on Mar 28, 2024XD Inc. announced that they will report fiscal year 2023 results on Mar 28, 2024
分析記事 • Feb 22Revenues Not Telling The Story For XD Inc. (HKG:2400) After Shares Rise 80%Those holding XD Inc. ( HKG:2400 ) shares would be relieved that the share price has rebounded 80% in the last thirty...
New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 10% 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. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Jan 25Founder recently bought HK$2.3m worth of stockOn the 22nd of January, Yunjie Dai bought around 300k shares on-market at roughly HK$7.57 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Yunjie's only on-market trade for the last 12 months.
分析記事 • Dec 23XD Inc. (HKG:2400) Not Doing Enough For Some Investors As Its Shares Slump 36%The XD Inc. ( HKG:2400 ) share price has fared very poorly over the last month, falling by a substantial 36%. The...
お知らせ • Dec 17XD Inc. Announces Board ChangesThe board of directors of XD Inc. announced that, Mr. LIU Wei has retired as a non-executive Director upon the expiry of his term of office with effect from December 17, 2023 due to personal work arrangement. Mr. LIU also ceased to be a member of the strategy and development committee of the Company on the same day. The Board announced that, Mr. WU Meng has been appointed as a non-executive Director and a member of the strategy and development committee, with effect from December 17, 2023. Mr. WU Meng, aged 38, started his business since 2005 and has over 18 years of experience in the gaming and Internet industry. From February 2012 to June 2022, Mr. WU worked at Giant Network Group Co. Ltd., where he consecutively served as the vice president from February 2012 to December 2019, and as the chief executive officer from January 2020 to June 2022. Mr. WU is the founder of Shanghai MiAO Worlds Technology Co. Ltd. and has served as the chief executive officer since July 2022. Mr. WU graduated from Shuangyashan City Forestry School in Heilongjiang Province in 2004.
分析記事 • Dec 04Is XD (HKG:2400) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Sep 01Is XD (HKG:2400) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Sep 01First half 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.82 loss in 1H 2022)First half 2023 results: EPS: CN¥0.19 (up from CN¥0.82 loss in 1H 2022). Revenue: CN¥1.75b (up 10.0% from 1H 2022). Net income: CN¥90.2m (up CN¥476.3m from 1H 2022). Profit margin: 5.1% (up from net loss in 1H 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 19XD Inc. to Report First Half, 2023 Results on Aug 31, 2023XD Inc. announced that they will report first half, 2023 results on Aug 31, 2023
分析記事 • May 12Should You Investigate XD Inc. (HKG:2400) At HK$23.30?XD Inc. ( HKG:2400 ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Buying Opportunity • May 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be HK$30.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Apr 02The XD Inc. (HKG:2400) Yearly Results Are Out And Analysts Have Published New ForecastsXD Inc. ( HKG:2400 ) just released its latest yearly results and things are looking bullish. It looks like a positive...
Reported Earnings • Mar 31Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: CN¥1.17 loss per share (improved from CN¥1.86 loss in FY 2021). Revenue: CN¥3.43b (up 27% from FY 2021). Net loss: CN¥553.5m (loss narrowed 36% from FY 2021). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.9%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Entertainment industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non Executive Director Lily Liu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 02First half 2022 earnings: EPS and revenues exceed analyst expectationsFirst half 2022 results: CN¥0.82 loss per share (further deteriorated from CN¥0.71 loss in 1H 2021). Revenue: CN¥1.59b (up 16% from 1H 2021). Net loss: CN¥386.1m (loss widened 19% from 1H 2021). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 7.9%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Entertainment industry in Hong Kong.
分析記事 • Sep 28XD (HKG:2400) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Sep 01First half 2022 earnings released: CN¥0.82 loss per share (vs CN¥0.71 loss in 1H 2021)First half 2022 results: CN¥0.82 loss per share (down from CN¥0.71 loss in 1H 2021). Revenue: CN¥1.59b (up 16% from 1H 2021). Net loss: CN¥386.1m (loss widened 19% from 1H 2021). Over the next year, revenue is forecast to grow 23%, compared to a 32% growth forecast for the Entertainment industry in Hong Kong.
分析記事 • Jun 21XD Inc. (HKG:2400) Shares Could Be 46% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of XD Inc. ( HKG:2400 ) by estimating the company's future...
Reported Earnings • Apr 28Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: CN¥1.86 loss per share (down from CN¥0.021 profit in FY 2020). Revenue: CN¥2.70b (down 5.1% from FY 2020). Net loss: CN¥863.8m (down CN¥873.0m from profit in FY 2020). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 11%, compared to a 29% growth forecast for the industry in Hong Kong.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. 3 independent directors (4 non-independent directors). Founder, Chairman & CEO Yimeng Huang is the most experienced director on the board, commencing their role in 2019. Independent Non Executive Director Lily Liu 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. Lack of board continuity. Lack of experienced directors.
Major Estimate Revision • Apr 06Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥3.31b to CN¥3.07b. Losses expected to increase from CN¥0.99 per share to CN¥1.10. Entertainment industry in Hong Kong expected to see average net income growth of 71% next year. Consensus price target down from HK$47.24 to HK$44.06. Share price rose 2.1% to HK$24.80 over the past week.
Reported Earnings • Apr 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: CN¥1.86 loss per share (down from CN¥0.021 profit in FY 2020). Revenue: CN¥2.70b (down 5.1% from FY 2020). Net loss: CN¥863.8m (down CN¥873.0m from profit in FY 2020). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 15%, compared to a 28% growth forecast for the industry in Hong Kong.
分析記事 • Mar 07XD Inc.'s (HKG:2400) Intrinsic Value Is Potentially 22% Below Its Share PriceIn this article we are going to estimate the intrinsic value of XD Inc. ( HKG:2400 ) by taking the forecast future cash...
Recent Insider Transactions • Jan 19Founder recently bought HK$4.0m worth of stockOn the 14th of January, Yimeng Huang bought around 120k shares on-market at roughly HK$33.40 per share. In the last 3 months, they made an even bigger purchase worth HK$4.4m. Yimeng has been a buyer over the last 12 months, purchasing a net total of HK$250m worth in shares.
Recent Insider Transactions • Dec 23Founder recently bought HK$3.7m worth of stockOn the 20th of December, Yimeng Huang bought around 100k shares on-market at roughly HK$37.35 per share. In the last 3 months, they made an even bigger purchase worth HK$4.4m. Yimeng has been a buyer over the last 12 months, purchasing a net total of HK$246m worth in shares.
Recent Insider Transactions • Dec 08Founder recently bought HK$4.3m worth of stockOn the 6th of December, Yimeng Huang bought around 100k shares on-market at roughly HK$43.50 per share. In the last 3 months, they made an even bigger purchase worth HK$4.4m. Yimeng has been a buyer over the last 12 months, purchasing a net total of HK$242m worth in shares.
分析記事 • Dec 01XD (HKG:2400) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...