View Future GrowthInspur Digital Enterprise Technology 過去の業績過去 基準チェック /16Inspur Digital Enterprise Technologyは、平均年間53.7%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間27.4% 22.2%収益成長率で 成長しています。 Inspur Digital Enterprise Technologyの自己資本利益率は7.4%であり、純利益率は3.3%です。主要情報53.69%収益成長率53.64%EPS成長率Software 業界の成長23.46%収益成長率22.24%株主資本利益率7.43%ネット・マージン3.25%前回の決算情報31 Dec 2025最近の業績更新お知らせ • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2025 Results on Mar 30, 2026Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2025 results on Mar 30, 2026Reported Earnings • Oct 02First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 03First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 58% per year.お知らせ • Aug 15Inspur Digital Enterprise Technology Limited to Report First Half, 2025 Results on Aug 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report first half, 2025 results on Aug 31, 2025分析記事 • May 06Inspur Digital Enterprise Technology's (HKG:596) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Inspur Digital Enterprise Technology Limited ( HKG:596 ), the market responded...Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 20%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$2.78, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 23x in the Software industry in Hong Kong. Total loss to shareholders of 1.2% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 07 August 2026. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Hong Kong dividend payers (7.3%). Lower than average of industry peers (3.3%).New Risk • Jun 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Hong Kong stocks, typically moving 16% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). High level of non-cash earnings (46% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (3.3% net profit margin).Price Target Changed • May 30Price target decreased by 19% to HK$10.08Down from HK$12.42, the current price target is an average from 3 analysts. New target price is 203% above last closing price of HK$3.33. Stock is down 62% over the past year. The company is forecast to post earnings per share of CN¥0.55 for next year compared to CN¥0.21 last year.Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 45%After last week's 45% share price gain to HK$3.27, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Software industry in Hong Kong. Total returns to shareholders of 12% over the past three years.分析記事 • May 27Is Now The Time To Look At Buying Inspur Digital Enterprise Technology Limited (HKG:596)?Inspur Digital Enterprise Technology Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant...お知らせ • May 26Inspur Digital Enterprise Technology Limited Announces Board and Committee Changes, Effective May 26, 2026Inspur Digital Enterprise Technology Limited announced that Ms. Li Chunxiang ("Ms. Li") has tendered her resignation as a non-executive Director, and a member of the Remuneration Committee of the Company with effect from 26 May 2026 due to her personal work commitments. The Board announced that with effect from 26 May 2026, Mr. Xie Bingbing ("Mr. Xie") has been appointed as a non-executive Director, and a member of the Remuneration Committee of the Company. Mr. Xie, aged 39, graduated from Shandong University of Finance (currently known as Shandong University of Finance and Economics, majoring in Accounting and holding a Bachelor's Degree in Management. Mr. Xie has ample experience in finance, corporate management and capital management. He previously served as the assistant to general manager of Shandong Huitong Financial Leasing Co. Ltd. deputy head of capital management department of Inspur Group and the director of Shandong Inspur Database Technology Co. Ltd. Currently, Mr. Xie serves as head of capital management department of Inspur Group Co., Limited.New Risk • May 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 46% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (46% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin).Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.64, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Software industry in Hong Kong. Total loss to shareholders of 18% over the past three years.Recent Insider Transactions • Apr 07Chairman of the Board recently bought HK$187k worth of stockOn the 1st of April, Daisen Wei bought around 80k shares on-market at roughly HK$2.34 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Daisen has been a buyer over the last 12 months, purchasing a net total of HK$281k worth in shares.Declared Dividend • Apr 01Dividend of HK$0.04 announcedShareholders will receive a dividend of HK$0.04. Ex-date: 29th June 2026 Payment date: 7th August 2026 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 126% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 31Inspur Digital Enterprise Technology Limited announces Annual dividend, payable on August 07, 2026Inspur Digital Enterprise Technology Limited announced Annual dividend of HKD 0.0400 per share payable on August 07, 2026, ex-date on June 29, 2026 and record date on June 30, 2026.New Risk • Mar 31New 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 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (12% average weekly change).Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to HK$2.18, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 23x in the Software industry in Hong Kong. Total loss to shareholders of 48% over the past three years.お知らせ • Mar 31Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2026Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2026.New Risk • Mar 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2025 Results on Mar 30, 2026Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2025 results on Mar 30, 2026Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$4.27, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 34x in the Software industry in Hong Kong. Total loss to shareholders of 19% over the past three years.分析記事 • Jan 30Take Care Before Jumping Onto Inspur Digital Enterprise Technology Limited (HKG:596) Even Though It's 25% CheaperUnfortunately for some shareholders, the Inspur Digital Enterprise Technology Limited ( HKG:596 ) share price has dived...分析記事 • Jan 16At HK$6.02, Is It Time To Put Inspur Digital Enterprise Technology Limited (HKG:596) On Your Watch List?Inspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw a...お知らせ • Jan 09+ 1 more updateInspur Digital Enterprise Technology Limited Announces General Manager Changes, with Effect from 9 January 2026The Board of Inspur Digital Enterprise Technology Limited announced that with effect from 9 January 2026, Mr. Wei Daisen has been appointed as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company. Mr. Wei Daisen, aged 54, holds a Master's degree in software engineering from Shandong University and is a Taishan Industry Leading Talent. Mr. Wei is a committee member of the Technical Committee on National Accounting Information Standardization of the Finance Department and the Deputy Principal of the Intelligent Finance Professional Committee of the China Chief Accountants Association. Prior to the appointment as the executive Director and Chairman of the Board, Mr. Wei has been serving as the general manager of the Company (the "General Manager") from September 2021. Mr. Wei also concurrently serves as the director of certain members of the Group, including the chairman of the board of directors of Inspur Genersoft Co., Ltd, a wholly-owned subsidiary of the Company. Previously, Mr. Wei also served as the manager, deputy general manager and general manager of the GS product department of Inspur Genersoft Co. Ltd. and deputy general manager of the Company. Upon appointment as an executive Director and Chairman of the Board, Mr. Wei will cease to be the General Manager of the Company simultaneously. The Board would like welcome Mr. Wei for joining the Board. The Board announced that with effect from 9 January 2026, Mr. Zhang Jinlonghas been appointed as the General Manager of the Company. Mr. Zhang Jinlong, aged 43, holds a Bachelor's degree in Management from Chengdu University of Technology. He has 20 years of experience in marketing, sales, and management in the enterprise management software sector. Mr. Zhang joined Inspur Group Limited and its subsidiaries (together, the "Inspur Group") in 2006 and has since served as deputy General Manager of the Company, and Chairman of Shandong Inspur Intelligent Manufacturing Technology Co. Ltd., a subsidiary of the Inspur Group.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$5.63, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 31x in the Software industry in Hong Kong. Total returns to shareholders of 32% over the past three years.お知らせ • Nov 27Inspur Digital Enterprise Technology Limited has completed a Follow-on Equity Offering in the amount of HKD 493.7282 million.Inspur Digital Enterprise Technology Limited has completed a Follow-on Equity Offering in the amount of HKD 493.7282 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 67,634,000 Price\Range: HKD 7.3 Discount Per Security: HKD 0.0511 Transaction Features: Subsequent Direct Listingお知らせ • Nov 18Inspur Digital Enterprise Technology Limited has filed a Follow-on Equity Offering in the amount of HKD 493.7282 million.Inspur Digital Enterprise Technology Limited has filed a Follow-on Equity Offering in the amount of HKD 493.7282 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 67,634,000 Price\Range: HKD 7.3 Discount Per Security: HKD 0.0511 Transaction Features: Subsequent Direct Listing分析記事 • Oct 12What You Can Learn From Inspur Digital Enterprise Technology Limited's (HKG:596) P/E After Its 25% Share Price CrashInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have retraced a considerable 25% in the last month...Reported Earnings • Oct 02First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 22Should You Think About Buying Inspur Digital Enterprise Technology Limited (HKG:596) Now?Inspur Digital Enterprise Technology Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant...Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$10.83, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 29x in the Software industry in Hong Kong. Total returns to shareholders of 388% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$19.41 per share.Reported Earnings • Sep 03First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 58% per year.分析記事 • Aug 22The Return Trends At Inspur Digital Enterprise Technology (HKG:596) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...お知らせ • Aug 15Inspur Digital Enterprise Technology Limited to Report First Half, 2025 Results on Aug 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report first half, 2025 results on Aug 31, 2025Recent Insider Transactions • Aug 06Independent Non-Executive Director recently sold HK$2.0m worth of stockOn the 30th of July, Lit Chor Wong sold around 196k shares on-market at roughly HK$10.11 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$3.6m more than they bought in the last 12 months.分析記事 • Aug 04Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 38%The Inspur Digital Enterprise Technology Limited ( HKG:596 ) share price has done very well over the last month...Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$10.38, the stock trades at a forward P/E ratio of 21x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 281% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$20.75 per share.Upcoming Dividend • Jun 20Upcoming dividend of HK$0.08 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Hong Kong dividend payers (7.5%). Lower than average of industry peers (3.0%).分析記事 • Jun 10Inspur Digital Enterprise Technology Limited's (HKG:596) CEO Looks Like They Deserve Their Pay PacketKey Insights Inspur Digital Enterprise Technology to hold its Annual General Meeting on 17th of June Salary of CN¥2.52m...分析記事 • May 19Is It Time To Consider Buying Inspur Digital Enterprise Technology Limited (HKG:596)?While Inspur Digital Enterprise Technology Limited ( HKG:596 ) might not have the largest market cap around , it...分析記事 • May 06Inspur Digital Enterprise Technology's (HKG:596) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Inspur Digital Enterprise Technology Limited ( HKG:596 ), the market responded...Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 20%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$7.85, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 184% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$7.67 per share.分析記事 • Apr 18Is Inspur Digital Enterprise Technology (HKG:596) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Apr 08Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥0.437 to CN¥0.482. Revenue forecast unchanged at CN¥11.4b. Net income forecast to grow 42% next year vs 53% growth forecast for Software industry in Hong Kong. Consensus price target of HK$7.15 unchanged from last update. Share price fell 20% to HK$5.23 over the past week.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 9.3%After last week's 9.3% share price gain to HK$6.91, the stock trades at a forward P/E ratio of 15x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 138% over the past three years.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of 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.分析記事 • Apr 02Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 41%Despite an already strong run, Inspur Digital Enterprise Technology Limited ( HKG:596 ) shares have been powering on...お知らせ • Apr 02Inspur Digital Enterprise Technology Limited announces Annual dividend, payable on August 08, 2025Inspur Digital Enterprise Technology Limited announced Annual dividend of HKD 0.0800 per share payable on August 08, 2025, ex-date on June 27, 2025 and record date on June 30, 2025.Declared Dividend • Apr 02Dividend increased to HK$0.08Dividend of HK$0.08 is 167% higher than last year. Ex-date: 27th June 2025 Payment date: 1st January 1970 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%.Reported Earnings • Apr 01Full year 2024 earnings released: EPS: CN¥0.34 (vs CN¥0.18 in FY 2023)Full year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 01Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2025Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2025.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.66, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 26x in the Software industry in Hong Kong. Total returns to shareholders of 143% over the past three years.お知らせ • Mar 18Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2024 Results on Mar 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2024 results on Mar 31, 2025Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$6.23, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 32x in the Software industry in Hong Kong. Total returns to shareholders of 137% over the past three years.分析記事 • Mar 03Returns At Inspur Digital Enterprise Technology (HKG:596) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to HK$5.46, the stock trades at a forward P/E ratio of 14x. Average trailing P/E is 26x in the Software industry in Hong Kong. Total returns to shareholders of 36% over the past three years.分析記事 • Feb 03Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 26%Inspur Digital Enterprise Technology Limited ( HKG:596 ) shares have continued their recent momentum with a 26% gain in...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$4.13, the stock trades at a forward P/E ratio of 11x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total loss to shareholders of 15% over the past three years.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$3.75, the stock trades at a forward P/E ratio of 10x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 12% over the past three years.分析記事 • Oct 13Is Inspur Digital Enterprise Technology (HKG:596) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$3.73, the stock trades at a forward P/E ratio of 10x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 16% over the past three years.分析記事 • Sep 27Market Participants Recognise Inspur Digital Enterprise Technology Limited's (HKG:596) Earnings Pushing Shares 29% HigherInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have had a really impressive month, gaining 29% after a...Reported Earnings • Aug 29First half 2024 earnings released: EPS: CN¥0.093 (vs CN¥0.043 in 1H 2023)First half 2024 results: EPS: CN¥0.093 (up from CN¥0.043 in 1H 2023). Revenue: CN¥4.14b (up 1.1% from 1H 2023). Net income: CN¥105.7m (up 115% from 1H 2023). Profit margin: 2.6% (up from 1.2% in 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Aug 14Inspur Digital Enterprise Technology Limited to Report First Half, 2024 Results on Aug 27, 2024Inspur Digital Enterprise Technology Limited announced that they will report first half, 2024 results on Aug 27, 2024Upcoming Dividend • Jun 20Upcoming dividend of HK$0.03 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 09 August 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (4.3%).分析記事 • Jun 03Does Inspur Digital Enterprise Technology (HKG:596) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Buy Or Sell Opportunity • May 30Now 22% undervaluedOver the last 90 days, the stock has risen 65% to HK$3.91. The fair value is estimated to be HK$5.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.分析記事 • May 06We Think Inspur Digital Enterprise Technology's (HKG:596) Profit Is Only A Baseline For What They Can AchieveInspur Digital Enterprise Technology Limited ( HKG:596 ) recently posted some strong earnings, and the market responded...Buy Or Sell Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock has risen 94% to HK$3.97. The fair value is estimated to be HK$5.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.Reported Earnings • May 03Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.18 (up from CN¥0.10 in FY 2022). Revenue: CN¥8.29b (up 19% from FY 2022). Net income: CN¥201.6m (up 70% from FY 2022). Profit margin: 2.4% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 26After Leaping 38% Inspur Digital Enterprise Technology Limited (HKG:596) Shares Are Not Flying Under The RadarInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have continued their recent momentum with a 38% gain in...Major Estimate Revision • Apr 11Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥11.2b to CN¥10.3b. EPS estimate rose from CN¥0.231 to CN¥0.27. Net income forecast to grow 54% next year vs 61% growth forecast for Software industry in Hong Kong. Consensus price target up from HK$3.00 to HK$5.00. Share price rose 12% to HK$3.74 over the past week.お知らせ • Mar 29Inspur Digital Enterprise Technology Limited Proposes Final Dividend for the Year Ended 31 December 2023Inspur Digital Enterprise Technology Limited proposed Final Dividend of HKD 0.03 per share for the Year ended 31 December 2023. Ex-dividend date is 27 June 2024. Record date is 05 July 2024. Payment date is 09 August 2024. Date of shareholders' approval is 20 June 2023.Reported Earnings • Mar 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.18 (up from CN¥0.10 in FY 2022). Revenue: CN¥8.29b (up 19% from FY 2022). Net income: CN¥201.6m (up 70% from FY 2022). Profit margin: 2.4% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2023 Final Results on Mar 28, 2024Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2023 final results on Mar 28, 2024分析記事 • Mar 11Market Participants Recognise Inspur Digital Enterprise Technology Limited's (HKG:596) Earnings Pushing Shares 28% HigherInspur Digital Enterprise Technology Limited ( HKG:596 ) shareholders have had their patience rewarded with a 28% share...Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$2.70, the stock trades at a forward P/E ratio of 13x. Average trailing P/E is 8x in the Software industry in Hong Kong. Total returns to shareholders of 16% over the past three years.お知らせ • Feb 01Inspur Digital Enterprise Technology Limited Announces Board ChangesThe board of directors of Inspur Digital Enterprise Technology Limited announced that Mr. Wang Xingshan notified the Board of his retirement plans and will retire and resign as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company due to having reached his age of retirement with effect from 1 February 2024. The Board further announced that with effect from 1 February 2024, Mr. Zhao Zhen has been appointed as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company. The biographical details of Mr. Zhao are set out below: Mr. Zhao Zhen, aged 49, has worked in Inspur Group Limited and its subsidiaries (together, the Inspur Group) for over 26 years. Mr. Zhao has more than 26 years of extensive experience in human resources management. Mr. Zhao is currently the senior vice president and the head of human resources department of Inspur Group Limited. Mr. Zhao is also the Chaiman of the Board of the Company, as well as a director of Inspur Software Technology Company Limited. In 2020, Mr. Zhao was awarded Outstanding Enterprise Award for Enterprise Human Resources Development and Management" by Human Resources Development of China. Mr. Zhao holds a Bachelor's degree in economics from Shandong University and a Master of Business Administration from Tianjin University.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$2.17, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 27x in the Software industry in Asia. Total returns to shareholders of 12% over the past three years.分析記事 • Jan 25Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596)When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 8x, you may consider...Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$1.89, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 26x in the Software industry in Asia. Total returns to shareholders of 8.8% over the past three years.分析記事 • Dec 22Health Check: How Prudently Does Inspur Digital Enterprise Technology (HKG:596) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$2.35, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 28x in the Software industry in Asia. Total returns to shareholders of 27% over the past three years.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Software industry in Asia. Total returns to shareholders of 19% over the past three years.分析記事 • Oct 25Should You Investigate Inspur Digital Enterprise Technology Limited (HKG:596) At HK$1.86?Inspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw a decent...Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$1.98, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 29x in the Software industry in Asia. Total loss to shareholders of 5.5% over the past three years.New Risk • Sep 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 43% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).Reported Earnings • Sep 01First half 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.025 in 1H 2022)First half 2023 results: EPS: CN¥0.043 (up from CN¥0.025 in 1H 2022). Revenue: CN¥4.10b (up 91% from 1H 2022). Net income: CN¥49.2m (up 70% from 1H 2022). Profit margin: 1.2% (down from 1.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 18Inspur Digital Enterprise Technology Limited to Report First Half, 2023 Results on Aug 31, 2023Inspur Digital Enterprise Technology Limited announced that they will report first half, 2023 results on Aug 31, 2023分析記事 • Jul 05Why Inspur Digital Enterprise Technology Limited (HKG:596) Could Be Worth WatchingInspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw significant...Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$2.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 33x in the Software industry in Asia. Total loss to shareholders of 19% over the past three years.Upcoming Dividend • Jun 26Upcoming dividend of HK$0.02 per share at 0.6% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 10 August 2023. Trailing yield: 0.6%. Lower than top quartile of Hong Kong dividend payers (8.0%). In line with average of industry peers (0.7%).お知らせ • May 26Inspur Digital Enterprise Technology Limited Proposes Final Dividend for the Year Ended 31 December 2022, Payable on August 10, 2023Inspur Digital Enterprise Technology Limited at its annual general meeting to be held on 26 June 2023 proposed to declare a final dividend of HKD 0.02 per share of the Company for the year ended 31 December 2022. For determining the entitlement to the Proposed Final Dividend (subject to approval by Shareholders at the AGM). The register of members of the Company will be closed from 5 July 2023 to 7 July 2023, both days inclusive, during which no transfer of Shares will be registered. Ex-dividend date is June 30, 2023, record date is July 7, 2023 and payment date is August 10, 2023.お知らせ • May 25Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 26, 2023Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 26, 2023, at 10:00 China Standard Time. Location: Flats B&C, 30/F., Tower A, Billion Center, 1 Wang Kwong Road Kowloon Bay Kowloon Hong Kong Agenda: To receive and adopt the audited consolidated financial statements and the reports of the Board and auditors of the Company for the year ended 31 December 2022; to re-elect Mr. Wang Xingshan as an executive Director; to re-elect Mr. Wang Yusen as an executive Director; to re-elect Mr. Ding as an independent non-executive Director; and to authorise the Board to fix the Directors' remuneration; to appoint SHINEWING (HK) CPA Limited as auditor of the Company and to authorise the Board to fix their remuneration; to declare a final dividend of HK$0.02 per share of the Company for the year ended 31 December 2022; to consider the amendments to the existing memorandum and articles of association; and to consider other matters.Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to HK$2.77, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 31x in the Software industry in Asia. Total returns to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$3.80, the stock trades at a trailing P/E ratio of 32.1x. Average forward P/E is 34x in the Software industry in Hong Kong. Total returns to shareholders of 55% over the past three years.Buying Opportunity • Apr 21Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be HK$5.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 68% in the next 2 years.分析記事 • Mar 20At HK$4.52, Is It Time To Put Inspur International Limited (HKG:596) On Your Watch List?Inspur International Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant share price rise of...収支内訳Inspur Digital Enterprise Technology の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SEHK:596 収益、費用、利益 ( )CNY Millions日付収益収益G+A経費研究開発費31 Dec 257,3082381,08772630 Sep 257,8563501,05977630 Jun 258,4034621,04382631 Mar 258,3024231,02684631 Dec 248,20138599786530 Sep 248,27032198387330 Jun 248,33925896988131 Mar 248,31723096787031 Dec 238,29420296585930 Sep 238,63717191288930 Jun 238,98014085891931 Mar 237,97312983282831 Dec 226,96711980773630 Sep 225,5229280859530 Jun 224,0386679845031 Mar 223,6786078942031 Dec 213,2505476138230 Sep 212,827-1070834330 Jun 212,420-7466030631 Mar 212,304-10464828931 Dec 202,153-13262726930 Sep 202,291-5167126530 Jun 202,4363771726131 Mar 202,54411172724231 Dec 192,58918171921730 Sep 192,56023071022530 Jun 192,39026566322131 Mar 192,20626864917231 Dec 182,14628567113430 Sep 182,1812687306730 Jun 182,134242758031 Mar 181,796170654031 Dec 171,637116615030 Sep 171,34582517030 Jun 171,03546414031 Mar 171,04350415031 Dec 161,04254412030 Sep 1695624405030 Jun 16909-4413031 Mar 16846-8384031 Dec 15814-13369030 Sep 15767-212960質の高い収益: 596 非現金収入 のレベルが高いです。利益率の向上: 596の現在の純利益率 (3.3%)は、昨年(4.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 596過去 5 年間で収益を上げており、収益は年間53.7%増加しています。成長の加速: 596は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 596は過去 1 年間で収益成長率がマイナス ( -38.3% ) となったため、 Software業界平均 ( -27.4% ) と比較することが困難です。株主資本利益率高いROE: 596の 自己資本利益率 ( 7.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/30 17:48終値2026/06/30 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Inspur Digital Enterprise Technology Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Junyun ChenCitic Securities Co., Ltd.Paul QuahCLSATianzi FuEverbright Securities Co. Ltd.9 その他のアナリストを表示
お知らせ • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2025 Results on Mar 30, 2026Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2025 results on Mar 30, 2026
Reported Earnings • Oct 02First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 03First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 58% per year.
お知らせ • Aug 15Inspur Digital Enterprise Technology Limited to Report First Half, 2025 Results on Aug 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report first half, 2025 results on Aug 31, 2025
分析記事 • May 06Inspur Digital Enterprise Technology's (HKG:596) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Inspur Digital Enterprise Technology Limited ( HKG:596 ), the market responded...
Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 20%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$2.78, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 23x in the Software industry in Hong Kong. Total loss to shareholders of 1.2% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 07 August 2026. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Hong Kong dividend payers (7.3%). Lower than average of industry peers (3.3%).
New Risk • Jun 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Hong Kong stocks, typically moving 16% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). High level of non-cash earnings (46% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (3.3% net profit margin).
Price Target Changed • May 30Price target decreased by 19% to HK$10.08Down from HK$12.42, the current price target is an average from 3 analysts. New target price is 203% above last closing price of HK$3.33. Stock is down 62% over the past year. The company is forecast to post earnings per share of CN¥0.55 for next year compared to CN¥0.21 last year.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 45%After last week's 45% share price gain to HK$3.27, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Software industry in Hong Kong. Total returns to shareholders of 12% over the past three years.
分析記事 • May 27Is Now The Time To Look At Buying Inspur Digital Enterprise Technology Limited (HKG:596)?Inspur Digital Enterprise Technology Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant...
お知らせ • May 26Inspur Digital Enterprise Technology Limited Announces Board and Committee Changes, Effective May 26, 2026Inspur Digital Enterprise Technology Limited announced that Ms. Li Chunxiang ("Ms. Li") has tendered her resignation as a non-executive Director, and a member of the Remuneration Committee of the Company with effect from 26 May 2026 due to her personal work commitments. The Board announced that with effect from 26 May 2026, Mr. Xie Bingbing ("Mr. Xie") has been appointed as a non-executive Director, and a member of the Remuneration Committee of the Company. Mr. Xie, aged 39, graduated from Shandong University of Finance (currently known as Shandong University of Finance and Economics, majoring in Accounting and holding a Bachelor's Degree in Management. Mr. Xie has ample experience in finance, corporate management and capital management. He previously served as the assistant to general manager of Shandong Huitong Financial Leasing Co. Ltd. deputy head of capital management department of Inspur Group and the director of Shandong Inspur Database Technology Co. Ltd. Currently, Mr. Xie serves as head of capital management department of Inspur Group Co., Limited.
New Risk • May 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 46% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (46% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin).
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.64, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Software industry in Hong Kong. Total loss to shareholders of 18% over the past three years.
Recent Insider Transactions • Apr 07Chairman of the Board recently bought HK$187k worth of stockOn the 1st of April, Daisen Wei bought around 80k shares on-market at roughly HK$2.34 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Daisen has been a buyer over the last 12 months, purchasing a net total of HK$281k worth in shares.
Declared Dividend • Apr 01Dividend of HK$0.04 announcedShareholders will receive a dividend of HK$0.04. Ex-date: 29th June 2026 Payment date: 7th August 2026 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 126% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 31Inspur Digital Enterprise Technology Limited announces Annual dividend, payable on August 07, 2026Inspur Digital Enterprise Technology Limited announced Annual dividend of HKD 0.0400 per share payable on August 07, 2026, ex-date on June 29, 2026 and record date on June 30, 2026.
New Risk • Mar 31New 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 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (12% average weekly change).
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to HK$2.18, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 23x in the Software industry in Hong Kong. Total loss to shareholders of 48% over the past three years.
お知らせ • Mar 31Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2026Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2026.
New Risk • Mar 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2025 Results on Mar 30, 2026Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2025 results on Mar 30, 2026
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$4.27, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 34x in the Software industry in Hong Kong. Total loss to shareholders of 19% over the past three years.
分析記事 • Jan 30Take Care Before Jumping Onto Inspur Digital Enterprise Technology Limited (HKG:596) Even Though It's 25% CheaperUnfortunately for some shareholders, the Inspur Digital Enterprise Technology Limited ( HKG:596 ) share price has dived...
分析記事 • Jan 16At HK$6.02, Is It Time To Put Inspur Digital Enterprise Technology Limited (HKG:596) On Your Watch List?Inspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw a...
お知らせ • Jan 09+ 1 more updateInspur Digital Enterprise Technology Limited Announces General Manager Changes, with Effect from 9 January 2026The Board of Inspur Digital Enterprise Technology Limited announced that with effect from 9 January 2026, Mr. Wei Daisen has been appointed as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company. Mr. Wei Daisen, aged 54, holds a Master's degree in software engineering from Shandong University and is a Taishan Industry Leading Talent. Mr. Wei is a committee member of the Technical Committee on National Accounting Information Standardization of the Finance Department and the Deputy Principal of the Intelligent Finance Professional Committee of the China Chief Accountants Association. Prior to the appointment as the executive Director and Chairman of the Board, Mr. Wei has been serving as the general manager of the Company (the "General Manager") from September 2021. Mr. Wei also concurrently serves as the director of certain members of the Group, including the chairman of the board of directors of Inspur Genersoft Co., Ltd, a wholly-owned subsidiary of the Company. Previously, Mr. Wei also served as the manager, deputy general manager and general manager of the GS product department of Inspur Genersoft Co. Ltd. and deputy general manager of the Company. Upon appointment as an executive Director and Chairman of the Board, Mr. Wei will cease to be the General Manager of the Company simultaneously. The Board would like welcome Mr. Wei for joining the Board. The Board announced that with effect from 9 January 2026, Mr. Zhang Jinlonghas been appointed as the General Manager of the Company. Mr. Zhang Jinlong, aged 43, holds a Bachelor's degree in Management from Chengdu University of Technology. He has 20 years of experience in marketing, sales, and management in the enterprise management software sector. Mr. Zhang joined Inspur Group Limited and its subsidiaries (together, the "Inspur Group") in 2006 and has since served as deputy General Manager of the Company, and Chairman of Shandong Inspur Intelligent Manufacturing Technology Co. Ltd., a subsidiary of the Inspur Group.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$5.63, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 31x in the Software industry in Hong Kong. Total returns to shareholders of 32% over the past three years.
お知らせ • Nov 27Inspur Digital Enterprise Technology Limited has completed a Follow-on Equity Offering in the amount of HKD 493.7282 million.Inspur Digital Enterprise Technology Limited has completed a Follow-on Equity Offering in the amount of HKD 493.7282 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 67,634,000 Price\Range: HKD 7.3 Discount Per Security: HKD 0.0511 Transaction Features: Subsequent Direct Listing
お知らせ • Nov 18Inspur Digital Enterprise Technology Limited has filed a Follow-on Equity Offering in the amount of HKD 493.7282 million.Inspur Digital Enterprise Technology Limited has filed a Follow-on Equity Offering in the amount of HKD 493.7282 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 67,634,000 Price\Range: HKD 7.3 Discount Per Security: HKD 0.0511 Transaction Features: Subsequent Direct Listing
分析記事 • Oct 12What You Can Learn From Inspur Digital Enterprise Technology Limited's (HKG:596) P/E After Its 25% Share Price CrashInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have retraced a considerable 25% in the last month...
Reported Earnings • Oct 02First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 22Should You Think About Buying Inspur Digital Enterprise Technology Limited (HKG:596) Now?Inspur Digital Enterprise Technology Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant...
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$10.83, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 29x in the Software industry in Hong Kong. Total returns to shareholders of 388% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$19.41 per share.
Reported Earnings • Sep 03First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 58% per year.
分析記事 • Aug 22The Return Trends At Inspur Digital Enterprise Technology (HKG:596) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
お知らせ • Aug 15Inspur Digital Enterprise Technology Limited to Report First Half, 2025 Results on Aug 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report first half, 2025 results on Aug 31, 2025
Recent Insider Transactions • Aug 06Independent Non-Executive Director recently sold HK$2.0m worth of stockOn the 30th of July, Lit Chor Wong sold around 196k shares on-market at roughly HK$10.11 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$3.6m more than they bought in the last 12 months.
分析記事 • Aug 04Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 38%The Inspur Digital Enterprise Technology Limited ( HKG:596 ) share price has done very well over the last month...
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$10.38, the stock trades at a forward P/E ratio of 21x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 281% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$20.75 per share.
Upcoming Dividend • Jun 20Upcoming dividend of HK$0.08 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Hong Kong dividend payers (7.5%). Lower than average of industry peers (3.0%).
分析記事 • Jun 10Inspur Digital Enterprise Technology Limited's (HKG:596) CEO Looks Like They Deserve Their Pay PacketKey Insights Inspur Digital Enterprise Technology to hold its Annual General Meeting on 17th of June Salary of CN¥2.52m...
分析記事 • May 19Is It Time To Consider Buying Inspur Digital Enterprise Technology Limited (HKG:596)?While Inspur Digital Enterprise Technology Limited ( HKG:596 ) might not have the largest market cap around , it...
分析記事 • May 06Inspur Digital Enterprise Technology's (HKG:596) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Inspur Digital Enterprise Technology Limited ( HKG:596 ), the market responded...
Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 20%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$7.85, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 184% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$7.67 per share.
分析記事 • Apr 18Is Inspur Digital Enterprise Technology (HKG:596) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Apr 08Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥0.437 to CN¥0.482. Revenue forecast unchanged at CN¥11.4b. Net income forecast to grow 42% next year vs 53% growth forecast for Software industry in Hong Kong. Consensus price target of HK$7.15 unchanged from last update. Share price fell 20% to HK$5.23 over the past week.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 9.3%After last week's 9.3% share price gain to HK$6.91, the stock trades at a forward P/E ratio of 15x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 138% over the past three years.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of 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.
分析記事 • Apr 02Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 41%Despite an already strong run, Inspur Digital Enterprise Technology Limited ( HKG:596 ) shares have been powering on...
お知らせ • Apr 02Inspur Digital Enterprise Technology Limited announces Annual dividend, payable on August 08, 2025Inspur Digital Enterprise Technology Limited announced Annual dividend of HKD 0.0800 per share payable on August 08, 2025, ex-date on June 27, 2025 and record date on June 30, 2025.
Declared Dividend • Apr 02Dividend increased to HK$0.08Dividend of HK$0.08 is 167% higher than last year. Ex-date: 27th June 2025 Payment date: 1st January 1970 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%.
Reported Earnings • Apr 01Full year 2024 earnings released: EPS: CN¥0.34 (vs CN¥0.18 in FY 2023)Full year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 01Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2025Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2025.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.66, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 26x in the Software industry in Hong Kong. Total returns to shareholders of 143% over the past three years.
お知らせ • Mar 18Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2024 Results on Mar 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2024 results on Mar 31, 2025
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$6.23, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 32x in the Software industry in Hong Kong. Total returns to shareholders of 137% over the past three years.
分析記事 • Mar 03Returns At Inspur Digital Enterprise Technology (HKG:596) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to HK$5.46, the stock trades at a forward P/E ratio of 14x. Average trailing P/E is 26x in the Software industry in Hong Kong. Total returns to shareholders of 36% over the past three years.
分析記事 • Feb 03Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 26%Inspur Digital Enterprise Technology Limited ( HKG:596 ) shares have continued their recent momentum with a 26% gain in...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$4.13, the stock trades at a forward P/E ratio of 11x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total loss to shareholders of 15% over the past three years.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$3.75, the stock trades at a forward P/E ratio of 10x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 12% over the past three years.
分析記事 • Oct 13Is Inspur Digital Enterprise Technology (HKG:596) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$3.73, the stock trades at a forward P/E ratio of 10x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 16% over the past three years.
分析記事 • Sep 27Market Participants Recognise Inspur Digital Enterprise Technology Limited's (HKG:596) Earnings Pushing Shares 29% HigherInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have had a really impressive month, gaining 29% after a...
Reported Earnings • Aug 29First half 2024 earnings released: EPS: CN¥0.093 (vs CN¥0.043 in 1H 2023)First half 2024 results: EPS: CN¥0.093 (up from CN¥0.043 in 1H 2023). Revenue: CN¥4.14b (up 1.1% from 1H 2023). Net income: CN¥105.7m (up 115% from 1H 2023). Profit margin: 2.6% (up from 1.2% in 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Aug 14Inspur Digital Enterprise Technology Limited to Report First Half, 2024 Results on Aug 27, 2024Inspur Digital Enterprise Technology Limited announced that they will report first half, 2024 results on Aug 27, 2024
Upcoming Dividend • Jun 20Upcoming dividend of HK$0.03 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 09 August 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (4.3%).
分析記事 • Jun 03Does Inspur Digital Enterprise Technology (HKG:596) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Buy Or Sell Opportunity • May 30Now 22% undervaluedOver the last 90 days, the stock has risen 65% to HK$3.91. The fair value is estimated to be HK$5.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
分析記事 • May 06We Think Inspur Digital Enterprise Technology's (HKG:596) Profit Is Only A Baseline For What They Can AchieveInspur Digital Enterprise Technology Limited ( HKG:596 ) recently posted some strong earnings, and the market responded...
Buy Or Sell Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock has risen 94% to HK$3.97. The fair value is estimated to be HK$5.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
Reported Earnings • May 03Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.18 (up from CN¥0.10 in FY 2022). Revenue: CN¥8.29b (up 19% from FY 2022). Net income: CN¥201.6m (up 70% from FY 2022). Profit margin: 2.4% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 26After Leaping 38% Inspur Digital Enterprise Technology Limited (HKG:596) Shares Are Not Flying Under The RadarInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have continued their recent momentum with a 38% gain in...
Major Estimate Revision • Apr 11Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥11.2b to CN¥10.3b. EPS estimate rose from CN¥0.231 to CN¥0.27. Net income forecast to grow 54% next year vs 61% growth forecast for Software industry in Hong Kong. Consensus price target up from HK$3.00 to HK$5.00. Share price rose 12% to HK$3.74 over the past week.
お知らせ • Mar 29Inspur Digital Enterprise Technology Limited Proposes Final Dividend for the Year Ended 31 December 2023Inspur Digital Enterprise Technology Limited proposed Final Dividend of HKD 0.03 per share for the Year ended 31 December 2023. Ex-dividend date is 27 June 2024. Record date is 05 July 2024. Payment date is 09 August 2024. Date of shareholders' approval is 20 June 2023.
Reported Earnings • Mar 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.18 (up from CN¥0.10 in FY 2022). Revenue: CN¥8.29b (up 19% from FY 2022). Net income: CN¥201.6m (up 70% from FY 2022). Profit margin: 2.4% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2023 Final Results on Mar 28, 2024Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2023 final results on Mar 28, 2024
分析記事 • Mar 11Market Participants Recognise Inspur Digital Enterprise Technology Limited's (HKG:596) Earnings Pushing Shares 28% HigherInspur Digital Enterprise Technology Limited ( HKG:596 ) shareholders have had their patience rewarded with a 28% share...
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$2.70, the stock trades at a forward P/E ratio of 13x. Average trailing P/E is 8x in the Software industry in Hong Kong. Total returns to shareholders of 16% over the past three years.
お知らせ • Feb 01Inspur Digital Enterprise Technology Limited Announces Board ChangesThe board of directors of Inspur Digital Enterprise Technology Limited announced that Mr. Wang Xingshan notified the Board of his retirement plans and will retire and resign as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company due to having reached his age of retirement with effect from 1 February 2024. The Board further announced that with effect from 1 February 2024, Mr. Zhao Zhen has been appointed as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company. The biographical details of Mr. Zhao are set out below: Mr. Zhao Zhen, aged 49, has worked in Inspur Group Limited and its subsidiaries (together, the Inspur Group) for over 26 years. Mr. Zhao has more than 26 years of extensive experience in human resources management. Mr. Zhao is currently the senior vice president and the head of human resources department of Inspur Group Limited. Mr. Zhao is also the Chaiman of the Board of the Company, as well as a director of Inspur Software Technology Company Limited. In 2020, Mr. Zhao was awarded Outstanding Enterprise Award for Enterprise Human Resources Development and Management" by Human Resources Development of China. Mr. Zhao holds a Bachelor's degree in economics from Shandong University and a Master of Business Administration from Tianjin University.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$2.17, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 27x in the Software industry in Asia. Total returns to shareholders of 12% over the past three years.
分析記事 • Jan 25Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596)When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 8x, you may consider...
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$1.89, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 26x in the Software industry in Asia. Total returns to shareholders of 8.8% over the past three years.
分析記事 • Dec 22Health Check: How Prudently Does Inspur Digital Enterprise Technology (HKG:596) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$2.35, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 28x in the Software industry in Asia. Total returns to shareholders of 27% over the past three years.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Software industry in Asia. Total returns to shareholders of 19% over the past three years.
分析記事 • Oct 25Should You Investigate Inspur Digital Enterprise Technology Limited (HKG:596) At HK$1.86?Inspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw a decent...
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$1.98, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 29x in the Software industry in Asia. Total loss to shareholders of 5.5% over the past three years.
New Risk • Sep 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 43% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).
Reported Earnings • Sep 01First half 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.025 in 1H 2022)First half 2023 results: EPS: CN¥0.043 (up from CN¥0.025 in 1H 2022). Revenue: CN¥4.10b (up 91% from 1H 2022). Net income: CN¥49.2m (up 70% from 1H 2022). Profit margin: 1.2% (down from 1.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 18Inspur Digital Enterprise Technology Limited to Report First Half, 2023 Results on Aug 31, 2023Inspur Digital Enterprise Technology Limited announced that they will report first half, 2023 results on Aug 31, 2023
分析記事 • Jul 05Why Inspur Digital Enterprise Technology Limited (HKG:596) Could Be Worth WatchingInspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw significant...
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$2.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 33x in the Software industry in Asia. Total loss to shareholders of 19% over the past three years.
Upcoming Dividend • Jun 26Upcoming dividend of HK$0.02 per share at 0.6% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 10 August 2023. Trailing yield: 0.6%. Lower than top quartile of Hong Kong dividend payers (8.0%). In line with average of industry peers (0.7%).
お知らせ • May 26Inspur Digital Enterprise Technology Limited Proposes Final Dividend for the Year Ended 31 December 2022, Payable on August 10, 2023Inspur Digital Enterprise Technology Limited at its annual general meeting to be held on 26 June 2023 proposed to declare a final dividend of HKD 0.02 per share of the Company for the year ended 31 December 2022. For determining the entitlement to the Proposed Final Dividend (subject to approval by Shareholders at the AGM). The register of members of the Company will be closed from 5 July 2023 to 7 July 2023, both days inclusive, during which no transfer of Shares will be registered. Ex-dividend date is June 30, 2023, record date is July 7, 2023 and payment date is August 10, 2023.
お知らせ • May 25Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 26, 2023Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 26, 2023, at 10:00 China Standard Time. Location: Flats B&C, 30/F., Tower A, Billion Center, 1 Wang Kwong Road Kowloon Bay Kowloon Hong Kong Agenda: To receive and adopt the audited consolidated financial statements and the reports of the Board and auditors of the Company for the year ended 31 December 2022; to re-elect Mr. Wang Xingshan as an executive Director; to re-elect Mr. Wang Yusen as an executive Director; to re-elect Mr. Ding as an independent non-executive Director; and to authorise the Board to fix the Directors' remuneration; to appoint SHINEWING (HK) CPA Limited as auditor of the Company and to authorise the Board to fix their remuneration; to declare a final dividend of HK$0.02 per share of the Company for the year ended 31 December 2022; to consider the amendments to the existing memorandum and articles of association; and to consider other matters.
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to HK$2.77, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 31x in the Software industry in Asia. Total returns to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$3.80, the stock trades at a trailing P/E ratio of 32.1x. Average forward P/E is 34x in the Software industry in Hong Kong. Total returns to shareholders of 55% over the past three years.
Buying Opportunity • Apr 21Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be HK$5.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 68% in the next 2 years.
分析記事 • Mar 20At HK$4.52, Is It Time To Put Inspur International Limited (HKG:596) On Your Watch List?Inspur International Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant share price rise of...