Kingsoft Corporation Limited

SEHK:3888 株式レポート

時価総額：HK$31.3b

Kingsoft 将来の成長

Future 基準チェック /16

Kingsoftの収益は年間12.3%で減少すると予測されていますが、年間収益は年間11.4%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に5.9% 10.4%なると予測されています。

主要情報

-12.3%

収益成長率

-10.37%

EPS成長率

Entertainment 収益成長9.0%
収益成長率11.4%
将来の株主資本利益率5.89%
アナリストカバレッジ

Good

最終更新日05 Jul 2026

今後の成長に関する最新情報

分析記事 • May 29

Analysts Are Updating Their Kingsoft Corporation Limited (HKG:3888) Estimates After Its First-Quarter Results

Kingsoft Corporation Limited ( HKG:3888 ) came out with its first-quarter results last week, and we wanted to see how...
分析記事 • Mar 27

Kingsoft Corporation Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Kingsoft Corporation Limited ( HKG:3888 ) last week reported its latest full-year results, which makes it a good time...

Recent updates

ナラティブの更新 • Jun 30

3888: New CFO Appointment And Dividend Policy Will Support Future Upside

Analysts have trimmed their Kingsoft fair value estimate from HK$51.37 to HK$47.06, reflecting updated assumptions for slightly lower revenue growth, reduced profit margins and a modestly lower future P/E multiple, partly offset by a small change in the discount rate. What's in the News for Kingsoft Kingsoft declared a final dividend of HK$0.13 per share for the year ended 31 December 2025 at its annual general meeting held on 28 May 2026.
ナラティブの更新 • Jun 16

3888: Governance Refresh And Dividend Policy Will Support Future Margin Expansion

Analysts have modestly reduced their Kingsoft price target to HK$33.35. The adjustment reflects updated assumptions that now incorporate a lower future P/E multiple, along with revised expectations for revenue growth and profit margins.
ナラティブの更新 • Jun 02

3888: AI Office Expansion And Governance Reforms Will Support Higher Margins

Analysts have trimmed their fair value estimate for Kingsoft from HK$35.78 to HK$34.10. This reflects updates to assumptions on discount rate, revenue growth, profit margins and future P/E multiples.
分析記事 • May 29

Analysts Are Updating Their Kingsoft Corporation Limited (HKG:3888) Estimates After Its First-Quarter Results

Kingsoft Corporation Limited ( HKG:3888 ) came out with its first-quarter results last week, and we wanted to see how...
ナラティブの更新 • May 15

3888: Future Governance Reforms And Dividend Discipline Will Support Higher Margins

Analysts have nudged their Kingsoft price target to HK$35.78. This reflects slightly lower discount rate assumptions and a marginally higher future P/E multiple, while revenue growth and profit margin expectations remain broadly unchanged.
ナラティブの更新 • Apr 25

3888: Future Dividend Policy And Governance Reforms Will Support Higher Margins

Analysts have trimmed their HK$ price target for Kingsoft to reflect slightly lower fair value and revenue growth assumptions, as well as a modestly reduced future P/E, while also factoring in a small uplift in profit margin expectations and a marginally lower discount rate. What's in the News Board recommends a final dividend of HK$0.13 per share for the year ended 31 December 2025, subject to shareholder approval at the upcoming AGM, with payment expected on 18 June 2026 (Key Developments).
ナラティブの更新 • Apr 11

3888: Future Dividend Policy And Governance Reforms Will Support Earnings

Kingsoft's analyst price target has been revised lower to HK$36.48 from HK$40.66 as analysts factor in updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News A board meeting is scheduled for 25 March 2026 to consider and approve final results for the year ended 31 December 2025 and to discuss a proposed final dividend.
分析記事 • Apr 08

News Flash: 10 Analysts Think Kingsoft Corporation Limited (HKG:3888) Earnings Are Under Threat

Today is shaping up negative for Kingsoft Corporation Limited ( HKG:3888 ) shareholders, with the analysts delivering a...
分析記事 • Apr 01

Concerns Surrounding Kingsoft's (HKG:3888) Performance

Kingsoft Corporation Limited's ( HKG:3888 ) robust recent earnings didn't do much to move the stock. We believe that...
ナラティブの更新 • Mar 28

3888: Renewed Xiaomi Agreements And Lease Will Support Future Earnings

Analysts have slightly reduced their fair value estimate for Kingsoft, from HK$41.03 to HK$40.66, as updated assumptions for revenue growth, profit margin and a lower future P/E are reflected in their models. What's in the News The board has scheduled a meeting on 25 March 2026 to consider and approve the final results for the year ended 31 December 2025 and to consider a final dividend for shareholders.
分析記事 • Mar 27

Kingsoft Corporation Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Kingsoft Corporation Limited ( HKG:3888 ) last week reported its latest full-year results, which makes it a good time...
ナラティブの更新 • Mar 11

3888: Renewed Xiaomi Framework And Long Lease Will Support Future Earnings

Analysts have modestly lifted their Kingsoft fair value estimate to HK$41.03 from HK$40.23, reflecting updated assumptions on the discount rate and future P/E, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News Board meeting scheduled for Mar 25, 2026 to review and approve final results for the year ended Dec 31, 2025 and to consider a proposed final dividend for shareholders (Board Meeting).
ナラティブの更新 • Feb 24

3888: Renewed Xiaomi Agreements And 2026 Lease Will Support Future Earnings

Analysts have reduced their target for Kingsoft, citing a slightly lower forward P/E assumption that results in a modestly reduced fair value estimate in HK$ terms, while keeping growth and margin expectations broadly unchanged. What's in the News Kingsoft entered into a six year lease agreement starting 1 January 2026 with Beijing Duokan, a consolidated affiliated entity of Xiaomi, covering properties whose rent was set after arm's length negotiation with reference to market rents, property location and expected inflation (Client Announcement).
分析記事 • Feb 16

Why Investors Shouldn't Be Surprised By Kingsoft Corporation Limited's (HKG:3888) P/E

With a price-to-earnings (or "P/E") ratio of 22.7x Kingsoft Corporation Limited ( HKG:3888 ) may be sending very...
ナラティブの更新 • Feb 10

3888: Renewed Xiaomi Framework And Lease Agreements Will Support Future Earnings

Analysts have trimmed their price target on Kingsoft to US$40.23 per share. This is a small adjustment that reflects slightly lower assumed discount rates while keeping revenue growth, profit margin and future P/E expectations broadly unchanged.
ナラティブの更新 • Jan 27

3888: Renewed Xiaomi Agreements And Lease Commitments Will Support Future Earnings Momentum

Analysts have nudged their Kingsoft price target slightly higher to about US$40.23, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Kingsoft entered into a six year lease agreement with Beijing Duokan, a consolidated affiliated entity of Xiaomi, for properties to be used by its lessees from 1 January 2026 to 31 December 2031.
ナラティブの更新 • Jan 11

3888: Future Earnings Momentum Will Be Supported By Renewed Xiaomi Cooperation

Analysts have trimmed their price target on Kingsoft to about $40.23 from roughly $40.87, citing slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News On 30 December 2025, Kingsoft entered into a six year lease agreement with Beijing Duokan, a consolidated affiliated entity of Xiaomi, covering properties to be used by Kingsoft lessees from 1 January 2026 to 31 December 2031.
ナラティブの更新 • Dec 21

3888: Future Earnings Momentum Will Drive Solid Upside Potential

Analysts have modestly revised their price target on Kingsoft upward to reflect a fair value estimate of $40.87 per share, citing a largely unchanged outlook for long term revenue growth and profit margins, along with a slightly lower assumed future P/E multiple and a marginally higher discount rate. What's in the News A board meeting is scheduled for November 19, 2025, to review and approve the unaudited quarterly results for the three months ended September 30, 2025 (company board filing).
分析記事 • Dec 17

Returns On Capital Are Showing Encouraging Signs At Kingsoft (HKG:3888)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
ナラティブの更新 • Dec 07

3888: Share Buyback And Earnings Momentum Will Drive Strong Future Performance

Analysts have trimmed their price target on Kingsoft slightly to approximately $40.87 from $41.54. This reflects modestly softer assumptions for long term revenue growth and profit margins, which are only partially offset by a marginally higher expected future price to earnings multiple.
ナラティブの更新 • Nov 23

3888: Share Buyback Momentum Will Drive Upward Share Performance

Narrative Update on Kingsoft: Analyst Price Target Revision Analysts have lowered their price target for Kingsoft from $42.68 to $41.54. They cited recent updates to profit margin and growth assumptions as key factors behind the modest decrease.
分析記事 • Oct 22

Getting In Cheap On Kingsoft Corporation Limited (HKG:3888) Might Be Difficult

Kingsoft Corporation Limited's ( HKG:3888 ) price-to-earnings (or "P/E") ratio of 24.7x might make it look like a...
分析記事 • Oct 06

Do Kingsoft's (HKG:3888) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Sep 06

Kingsoft (HKG:3888) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
ナラティブの更新 • Aug 27

Digital Transformation And AI Integration Will Expand Global Reach

Kingsoft's analyst price target has been revised down as its higher future P/E and declining net profit margin point to reduced profit expectations and less attractive valuation, lowering the fair value estimate from HK$44.06 to HK$42.68. What's in the News Board meeting scheduled to consider and approve interim results for the three and six months ended June 30, 2025.
分析記事 • Jul 10

Kingsoft Corporation Limited's (HKG:3888) Popularity With Investors Is Clear

Kingsoft Corporation Limited's ( HKG:3888 ) price-to-earnings (or "P/E") ratio of 27.9x might make it look like a...
分析記事 • May 24

Here's Why We Think Kingsoft (HKG:3888) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Mar 21

Kingsoft Corporation Limited Just Recorded A 6.6% EPS Beat: Here's What Analysts Are Forecasting Next

Last week, you might have seen that Kingsoft Corporation Limited ( HKG:3888 ) released its annual result to the market...
分析記事 • Mar 07

Kingsoft (HKG:3888) Has A Rock Solid Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 05

Estimating The Fair Value Of Kingsoft Corporation Limited (HKG:3888)

Key Insights Kingsoft's estimated fair value is HK$40.25 based on 2 Stage Free Cash Flow to Equity Kingsoft's HK$42.70...
分析記事 • Jan 14

Shareholders Should Be Pleased With Kingsoft Corporation Limited's (HKG:3888) Price

Kingsoft Corporation Limited's ( HKG:3888 ) price-to-earnings (or "P/E") ratio of 31.9x might make it look like a...
User avatar
新しいナラティブ • Dec 07

AI Innovations And Gaming Expansion Propel Future Revenue Growth Across Office And Online Sectors

Significant investments in AI and international market expansion are expected to drive substantial future revenue growth in office software and overseas operations.
分析記事 • Oct 10

Optimistic Investors Push Kingsoft Corporation Limited (HKG:3888) Shares Up 36% But Growth Is Lacking

Kingsoft Corporation Limited ( HKG:3888 ) shareholders would be excited to see that the share price has had a great...
分析記事 • Apr 26

We Think Kingsoft's (HKG:3888) Robust Earnings Are Conservative

The subdued stock price reaction suggests that Kingsoft Corporation Limited's ( HKG:3888 ) strong earnings didn't offer...
分析記事 • Apr 15

Risks To Shareholder Returns Are Elevated At These Prices For Kingsoft Corporation Limited (HKG:3888)

When 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 • Mar 25

Kingsoft (HKG:3888) Could Easily Take On More Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 31

Investors Interested In Kingsoft Corporation Limited's (HKG:3888) Revenues

When 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 • Dec 12

Kingsoft (HKG:3888) Has A Rock Solid Balance Sheet

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:3888 - 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
12/31/202813,1791,9394,5413,7415
12/31/202711,8161,6083,6973,1749
12/31/202610,3511,9312,7593,0568
3/31/20269,7622,8122,1812,483N/A
12/31/20259,6832,0041,9502,292N/A
9/30/20259,8571,4902,5562,984N/A
6/30/202510,3531,6903,4133,878N/A
3/31/202510,5191,5513,7234,156N/A
12/31/202410,3181,5524,1614,587N/A
9/30/20249,8361,2974,0914,495N/A
6/30/20248,9809122,1002,555N/A
3/31/20248,7005762,9463,455N/A
12/31/20238,5344833,0153,489N/A
9/30/20238,3363272,4482,987N/A
6/30/20238,113-5,7583,3433,828N/A
3/31/20237,754-5,9562,2542,747N/A
12/31/20227,637-6,0492,0752,574N/A
9/30/20227,346-6,4301,8832,203N/A
6/30/20227,0191882,0262,405N/A
3/31/20226,6653781,8582,170N/A
12/31/20216,3713951,9182,220N/A
9/30/20216,1559512,1632,372N/A
6/30/20216,0421,0532,3432,552N/A
3/31/20215,9831,2282,4442,684N/A
12/31/20205,5941,5992,4982,991N/A
9/30/20209,317971,5152,471N/A
6/30/20205,1191,4497201,889N/A
3/31/20204,655228-71,420N/A
12/31/20194,371-31N/A825N/A
9/30/20194,649-36N/A733N/A
6/30/20195,140-600N/A651N/A
3/31/20195,530499N/A622N/A
12/31/20185,906389N/A770N/A
9/30/20185,528411N/A517N/A
6/30/20185,293578N/A1,135N/A
3/31/20185,232665N/A1,375N/A
12/31/20175,181683N/A1,890N/A
9/30/20175,094624N/A2,503N/A
6/30/20174,914651N/A2,067N/A
3/31/20174,380-216N/A1,906N/A
12/31/20163,834-237N/A1,393N/A
9/30/20164,318-315N/A1,492N/A
6/30/20164,702-403N/A1,517N/A
3/31/20165,233371N/A1,522N/A
12/31/20155,676369N/A1,435N/A
9/30/20154,970430N/A1,098N/A

アナリストによる今後の成長予測

収入対貯蓄率: 3888の収益は今後 3 年間で減少すると予測されています (年間-12.3% )。

収益対市場: 3888の収益は今後 3 年間で減少すると予測されています (年間-12.3% )。

高成長収益: 3888の収益は今後 3 年間で減少すると予測されています。

収益対市場: 3888の収益 ( 11.4% ) Hong Kong市場 ( 8.9% ) 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: 3888の収益 ( 11.4% ) 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: 3888の 自己資本利益率 は、3年後には低くなると予測されています ( 5.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/07 16:40
終値2026/07/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Kingsoft Corporation Limited 9 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。29

アナリスト機関
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