Kingdee International Software Group（268）株式概要
投資持株会社である金蝶国際軟件集団有限公司は、企業資源計画事業に従事している。 詳細
268 Community Fair Values
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Analyst Price Targets
Kingdee International Software Group Company Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | HK$7.60 |
| 52週高値 | HK$19.00 |
| 52週安値 | HK$7.50 |
| ベータ | 0.96 |
| 1ヶ月の変化 | -16.48% |
| 3ヶ月変化 | -27.83% |
| 1年変化 | -39.97% |
| 3年間の変化 | -31.90% |
| 5年間の変化 | -74.79% |
| IPOからの変化 | 5,187.43% |
最新ニュース
ナラティブの更新 • May 07
268: Enterprise Execution And Earnings Visibility Will Support Future Rerating Despite Downgrade
The analyst price target for Kingdee International Software Group has been reduced to HK$12 from HK$18.21, as analysts factor in softer expectations for large and mid sized enterprise client sales and lower earnings estimates through 2027. Analyst Commentary Bullish Takeaways Bullish analysts may view the new HK$12 target as aligning expectations more closely with current execution, which can reduce the risk of further sharp target cuts if sales trends stay similar.ナラティブの更新 • Apr 22
268: Share Repurchases And Earnings Visibility Will Support Future Rerating Despite Downgrade
Analysts have trimmed their price target for Kingdee International Software Group to HK$12 from HK$18.21, citing lower revenue expectations from large and mid sized enterprise clients and related earnings estimate cuts through 2027. Analyst Commentary Bullish Takeaways The new HK$12 price target still implies that some analysts see support for the current valuation, even after adjusting revenue and earnings assumptions.ナラティブの更新 • Apr 08
268: Share Repurchases And Profit Recovery Will Support Future Rerating Despite Downgrade
Analysts have lowered their price target on Kingdee International Software Group to HK$12 from HK$18.21, citing more cautious assumptions on fair value, growth, margins and future P/E after revising revenue and earnings expectations for large and mid-sized enterprise customers. Analyst Commentary Goldman Sachs moved Kingdee to Neutral with a lower price target of HK$12, in line with reduced revenue and earnings expectations for large and mid-sized enterprise customers.分析記事 • Mar 24
Kingdee International Software Group's (HKG:268) Solid Earnings Are Supported By Other Strong Factors
Even though Kingdee International Software Group Company Limited's ( HKG:268 ) recent earnings release was robust, the...ナラティブの更新 • Mar 24
268: Share Repurchases And Profit Recovery Will Support Re Rating Despite Downgrade
Analysts have cut their price target on Kingdee International Software Group to HK$12 from HK$18.21, reflecting lower fair value estimates and reduced expectations for revenue growth and profit margins, as they factor in softer sales assumptions for large and mid scale enterprise clients and trimmed earnings forecasts for 2025 to 2027. Analyst Commentary Bullish Takeaways The HK$12 target still prices in some value for Kingdee's position with large and mid scale enterprise clients, suggesting analysts see an established customer base as a support for the current valuation even after cuts.Recent updates
ナラティブの更新 • May 07
268: Enterprise Execution And Earnings Visibility Will Support Future Rerating Despite Downgrade
The analyst price target for Kingdee International Software Group has been reduced to HK$12 from HK$18.21, as analysts factor in softer expectations for large and mid sized enterprise client sales and lower earnings estimates through 2027. Analyst Commentary Bullish Takeaways Bullish analysts may view the new HK$12 target as aligning expectations more closely with current execution, which can reduce the risk of further sharp target cuts if sales trends stay similar.ナラティブの更新 • Apr 22
268: Share Repurchases And Earnings Visibility Will Support Future Rerating Despite Downgrade
Analysts have trimmed their price target for Kingdee International Software Group to HK$12 from HK$18.21, citing lower revenue expectations from large and mid sized enterprise clients and related earnings estimate cuts through 2027. Analyst Commentary Bullish Takeaways The new HK$12 price target still implies that some analysts see support for the current valuation, even after adjusting revenue and earnings assumptions.ナラティブの更新 • Apr 08
268: Share Repurchases And Profit Recovery Will Support Future Rerating Despite Downgrade
Analysts have lowered their price target on Kingdee International Software Group to HK$12 from HK$18.21, citing more cautious assumptions on fair value, growth, margins and future P/E after revising revenue and earnings expectations for large and mid-sized enterprise customers. Analyst Commentary Goldman Sachs moved Kingdee to Neutral with a lower price target of HK$12, in line with reduced revenue and earnings expectations for large and mid-sized enterprise customers.分析記事 • Mar 24
Kingdee International Software Group's (HKG:268) Solid Earnings Are Supported By Other Strong Factors
Even though Kingdee International Software Group Company Limited's ( HKG:268 ) recent earnings release was robust, the...ナラティブの更新 • Mar 24
268: Share Repurchases And Profit Recovery Will Support Re Rating Despite Downgrade
Analysts have cut their price target on Kingdee International Software Group to HK$12 from HK$18.21, reflecting lower fair value estimates and reduced expectations for revenue growth and profit margins, as they factor in softer sales assumptions for large and mid scale enterprise clients and trimmed earnings forecasts for 2025 to 2027. Analyst Commentary Bullish Takeaways The HK$12 target still prices in some value for Kingdee's position with large and mid scale enterprise clients, suggesting analysts see an established customer base as a support for the current valuation even after cuts.分析記事 • Feb 11
Kingdee International Software Group Company Limited's (HKG:268) Popularity With Investors Under Threat As Stock Sinks 28%
Kingdee International Software Group Company Limited ( HKG:268 ) shares have had a horrible month, losing 28% after a...
新しいナラティブ • Feb 10
Cloud Transition And Early AI Setbacks Will Eventually Reshape This Business
Catalysts About Kingdee International Software Group Kingdee International Software Group provides enterprise cloud management and AI enabled software services to businesses of various sizes. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 10
268: Share Repurchases And Return To Profitability Will Support Higher Multiples
Analysts have nudged their fair value estimate for Kingdee International Software Group slightly higher to HK$19.32 from HK$19.25, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples as the drivers of this recalibration. What's in the News Kingdee International Software Group Company Limited has commenced share repurchases on February 4, 2026, under a shareholder mandate granted on May 22, 2025.ナラティブの更新 • Jan 26
268: Lower Discount Rate And Return To Profitability Will Support Higher Multiples
Analysts have nudged their implied price target for Kingdee International Software Group slightly higher to about HK$19.25, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News The company issued earnings guidance for the year ended 31 December 2025, with total revenue expected in a range of RMB 6,950 million to RMB 7,050 million (Key Developments).ナラティブの更新 • Jan 12
268: Slightly Lower Discount Rate Will Support Higher Future Earnings Multiples
Analysts have made a small upward adjustment to their fair value estimate for Kingdee International Software Group, lifting the target from HK$18.92 to HK$19.25, citing slightly higher assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. Valuation Changes Fair Value Estimate adjusted from HK$18.92 to HK$19.25, reflecting a small uplift in the modelled target price.ナラティブの更新 • Dec 27
268: Lower Discount Rate Will Support Stronger Long Term Profitability
Narrative Update on Kingdee International Software Group Analysts have maintained their price target for Kingdee International Software Group at HKD 18.92, citing marginally lower discount rate assumptions and a modestly improved long term earnings outlook, despite largely unchanged revenue growth and profit margin forecasts. Valuation Changes Fair Value Estimate effectively unchanged, nudged up from HK$18.92 to HK$18.92 per share.ナラティブの更新 • Dec 13
268: Rising Margins Will Drive Stronger Profitability Over The Next Year
Narrative Update Analysts have trimmed their fair value estimate for Kingdee International Software Group slightly, reducing the implied price target from about $18.96 to $18.92. This reflects modestly higher discount rate assumptions and a marginally lower revenue growth outlook, which more than offset a small improvement in projected profit margins and a slightly cheaper future P/E multiple.分析記事 • Dec 08
Estimating The Fair Value Of Kingdee International Software Group Company Limited (HKG:268)
Key Insights Kingdee International Software Group's estimated fair value is HK$13.32 based on 2 Stage Free Cash Flow to...ナラティブの更新 • Nov 28
268: Rising Margins Will Drive Improved Profitability Over The Next Year
Analysts have raised their price target for Kingdee International Software Group from HK$18.63 to HK$18.96. They cite improved profit margin projections, even though the revenue growth estimate has been slightly reduced.ナラティブの更新 • Sep 05
Cloud And AI Adoption In China Will Open New Markets
Despite a notable rise in the future P/E ratio, indicating increased valuation expectations relative to earnings, the consensus analyst price target for Kingdee International Software Group remained unchanged at HK$18.63. What's in the News Upcoming board meeting to approve interim results for the first half of 2025 and consider an interim dividend recommendation.分析記事 • Aug 14
Kingdee International Software Group Company Limited (HKG:268) Just Released Its Interim Earnings: Here's What Analysts Think
SEHK:268 1 Year Share Price vs Fair Value Explore Kingdee International Software Group's Fair Values from the Community...分析記事 • Jun 30
What Kingdee International Software Group Company Limited's (HKG:268) 26% Share Price Gain Is Not Telling You
Kingdee International Software Group Company Limited ( HKG:268 ) shareholders would be excited to see that the share...分析記事 • May 15
Shareholders May Not Be So Generous With Kingdee International Software Group Company Limited's (HKG:268) CEO Compensation And Here's Why
Key Insights Kingdee International Software Group will host its Annual General Meeting on 22nd of May Salary of...分析記事 • Apr 07
Kingdee International Software Group Company Limited's (HKG:268) 39% Share Price Plunge Could Signal Some Risk
Kingdee International Software Group Company Limited ( HKG:268 ) shares have retraced a considerable 39% in the last...
新しいナラティブ • Mar 23
Cosmic And Galaxy AI Solutions Will Improve Operational Efficiency And Profitability
Focus on enhanced cloud services and AI-powered solutions aims to drive revenue, improve cash flows, and enhance net margins and profitability.分析記事 • Mar 19
Earnings Update: Kingdee International Software Group Company Limited (HKG:268) Just Reported And Analysts Are Trimming Their Forecasts
The analysts might have been a bit too bullish on Kingdee International Software Group Company Limited ( HKG:268...分析記事 • Jan 08
Some Kingdee International Software Group Company Limited (HKG:268) Shareholders Look For Exit As Shares Take 26% Pounding
Kingdee International Software Group Company Limited ( HKG:268 ) shares have had a horrible month, losing 26% after a...分析記事 • Nov 04
Kingdee International Software Group Company Limited (HKG:268) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
Kingdee International Software Group Company Limited ( HKG:268 ) shares have retraced a considerable 26% in the last...分析記事 • Aug 19
HK$10.54: That's What Analysts Think Kingdee International Software Group Company Limited (HKG:268) Is Worth After Its Latest Results
It's been a good week for Kingdee International Software Group Company Limited ( HKG:268 ) shareholders, because the...分析記事 • Jun 03
Is Kingdee International Software Group (HKG:268) Weighed On By Its Debt Load?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 16
A Look At The Intrinsic Value Of Kingdee International Software Group Company Limited (HKG:268)
Key Insights Kingdee International Software Group's estimated fair value is HK$9.77 based on 2 Stage Free Cash Flow to...分析記事 • Mar 21
Kingdee International Software Group Company Limited (HKG:268) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected
Kingdee International Software Group Company Limited ( HKG:268 ) shareholders are no doubt pleased to see that the...分析記事 • Dec 26
Kingdee International Software Group Company Limited's (HKG:268) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in the Software industry in Hong Kong have price-to-sales ratios (or "P/S") below...分析記事 • Nov 23
Is Kingdee International Software Group (HKG:268) Using Too Much 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 • Nov 08
At HK$11.92, Is Kingdee International Software Group Company Limited (HKG:268) Worth Looking At Closely?
Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it received...分析記事 • Oct 09
Are Investors Undervaluing Kingdee International Software Group Company Limited (HKG:268) By 39%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Kingdee International Software Group fair value estimate is...分析記事 • Aug 18
Is Kingdee International Software Group (HKG:268) Using Debt Sensibly?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jul 28
When Should You Buy Kingdee International Software Group Company Limited (HKG:268)?
Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it led the...分析記事 • Jul 10
A Look At The Intrinsic Value Of Kingdee International Software Group Company Limited (HKG:268)
Key Insights Kingdee International Software Group's estimated fair value is HK$12.83 based on 2 Stage Free Cash Flow to...分析記事 • Apr 28
What Does Kingdee International Software Group Company Limited's (HKG:268) Share Price Indicate?
Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it saw...分析記事 • Apr 07
Is Kingdee International Software Group (HKG:268) Using Debt Sensibly?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 14
Kingdee International Software Group Company Limited's (HKG:268) Intrinsic Value Is Potentially 18% Below Its Share Price
Key Insights The projected fair value for Kingdee International Software Group is HK$12.31 based on 2 Stage Free Cash...分析記事 • Nov 22
Is Kingdee International Software Group (HKG:268) Weighed On By Its Debt Load?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 05
At HK$13.10, Is Kingdee International Software Group Company Limited (HKG:268) Worth Looking At Closely?
Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it saw a...分析記事 • Aug 22
Is Kingdee International Software Group (HKG:268) 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...分析記事 • Aug 03
We're Interested To See How Kingdee International Software Group (HKG:268) Uses Its Cash Hoard To Grow
Just because a business does not make any money, does not mean that the stock will go down. For example, although...分析記事 • Jul 17
Are Kingdee International Software Group Company Limited (HKG:268) Investors Paying Above The Intrinsic Value?
How far off is Kingdee International Software Group Company Limited ( HKG:268 ) from its intrinsic value? Using the...分析記事 • Jun 02
Should You Think About Buying Kingdee International Software Group Company Limited (HKG:268) Now?
While Kingdee International Software Group Company Limited ( HKG:268 ) might not be the most widely known stock at the...分析記事 • Apr 07
Kingdee International Software Group (HKG:268) Is In A Strong Position To Grow Its Business
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...分析記事 • Mar 03
Are Investors Undervaluing Kingdee International Software Group Company Limited (HKG:268) By 22%?
Does the March share price for Kingdee International Software Group Company Limited ( HKG:268 ) reflect what it's...分析記事 • Jan 20
Is It Too Late To Consider Buying Kingdee International Software Group Company Limited (HKG:268)?
Let's talk about the popular Kingdee International Software Group Company Limited ( HKG:268 ). The company's shares saw...分析記事 • Nov 18
Are Kingdee International Software Group Company Limited (HKG:268) Investors Paying Above The Intrinsic Value?
How far off is Kingdee International Software Group Company Limited ( HKG:268 ) from its intrinsic value? Using the...株主還元
| 268 | HK Software | HK 市場 | |
|---|---|---|---|
| 7D | -11.5% | -5.9% | -2.8% |
| 1Y | -40.0% | -19.0% | 11.7% |
業界別リターン: 268過去 1 年間で-19 % の収益を上げたHong Kong Software業界を下回りました。
リターン対市場: 268は、過去 1 年間で11.7 % のリターンを上げたHong Kong市場を下回りました。
価格変動
| 268 volatility | |
|---|---|
| 268 Average Weekly Movement | 7.6% |
| Software Industry Average Movement | 8.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in HK Market | 15.6% |
| 10% least volatile stocks in HK Market | 3.5% |
安定した株価: 268 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 268の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1993 | 11,294 | Robert Xu | www.kingdee.com |
投資持株会社である金蝶国際軟件集団有限公司（Kingdee International Software Group Company Limited）は、企業資源計画（ERP）事業に従事している。クラウドサービス事業、ERP事業、投資事業を行っている。クラウドサービス事業では、企業向けクラウドサービス、中小・零細企業向け金融クラウドサービス、産業向けクラウドサービスを提供している。ERP事業では、ソフトウェアおよびハードウェア製品の販売、ソフトウェアソリューションのコンサルティング、メンテナンス、アップグレード、その他のサポートサービス、ソフトウェア導入サービスを提供している。投資事業部門は、不動産およびオフィスビルに投資している。ソフトウェアおよびハードウェア製品の設計、開発、製造、販売、ソフトウェア関連サービスおよびオンライン金融仲介サービスを提供している。世界中の企業、政府機関、その他の組織にサービスを提供している。同社は1993年に設立され、中華人民共和国の深圳に本社を置いている。
Kingdee International Software Group Company Limited 基礎のまとめ
| 268 基礎統計学 | |
|---|---|
| 時価総額 | HK$26.83b |
| 収益（TTM） | HK$107.01m |
| 売上高(TTM) | HK$8.07b |
250.7x
PER（株価収益率3.3x
P/Sレシオ268 は割高か？
公正価値と評価分析を参照収益と収入
| 268 損益計算書（TTM） | |
|---|---|
| 収益 | CN¥7.01b |
| 売上原価 | CN¥2.30b |
| 売上総利益 | CN¥4.70b |
| その他の費用 | CN¥4.61b |
| 収益 | CN¥92.91m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.026 |
| グロス・マージン | 67.15% |
| 純利益率 | 1.33% |
| 有利子負債／自己資本比率 | 0% |
268 の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 20:42 |
| 終値 | 2026/05/21 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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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
Kingdee International Software Group Company Limited 19 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。34
| アナリスト | 機関 |
|---|---|
| Boris Van | Bernstein |
| Huiqun Li | BofA Global Research |
| Yan Jing Wu | China Galaxy Securities Co., Ltd. |