AsiaInfo Technologies（1675）株式概要投資持株会社であるAsiaInfo Technologies Limitedは、中華人民共和国でテレコム・ソフトウェア製品と関連サービスを提供している。 詳細1675 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績0/6財務の健全性6/6配当金0/6報酬収益は年間61.16%増加すると予測されています リスク分析財務結果に影響を与える大きな一時的項目 利益率(1.8%)は昨年より低い(8.2%) すべてのリスクチェックを見る1675 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueHK$Current PriceHK$6.0814.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08b2016201920222025202620282031Revenue CN¥8.5bEarnings CN¥153.2mAdvancedSet Fair ValueView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrativeAsiaInfo Technologies Limited 競合他社Ming Yuan Cloud Group HoldingsSymbol: SEHK:909Market cap: HK$4.1bYouzan TechnologySymbol: SEHK:6051Market cap: HK$4.1bDmallSymbol: SEHK:2586Market cap: HK$6.1bInspur Digital Enterprise TechnologySymbol: SEHK:596Market cap: HK$3.2b価格と性能株価の高値、安値、推移の概要AsiaInfo Technologies過去の株価現在の株価HK$6.0852週高値HK$13.0052週安値HK$5.44ベータ0.421ヶ月の変化-2.56%3ヶ月変化-20.21%1年変化-38.71%3年間の変化-56.32%5年間の変化n/aIPOからの変化-59.89%最新ニュースお知らせ • Mar 24+ 1 more updateAsiaInfo Technologies Limited announces Annual dividend, payable on June 22, 2026AsiaInfo Technologies Limited announced Annual dividend of HKD 0.0540 per share payable on June 22, 2026, ex-date on June 01, 2026 and record date on June 02, 2026.お知らせ • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026お知らせ • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.お知らせ • Jan 02+ 1 more updateAsiainfo Technologies Limited Announces CEO ChangesAsiaInfo Technologies Limited announced that GAO Nianshu tendered his resignation as chief executive officer ("CEO") of the Company due to his retirement, The Board further announces that Dr. Ye Ouyang, the current Chief Technology Officer of the Company, has been appointed as the CEO with effect from 1 January 2026. The biographical details of Dr. Ye Ouyang are as follows: Dr. Ye Ouyang, Professor and IEEE Fellow, aged 44, has served as Chief Technology Officer and Senior Vice President at AsiaInfo Technologies since July 2018. He also chairs the Group's Technology Committee and directs the R&D Center. He is primarily responsible for setting AsiaInfo's direction of technology and product leadership and overseeing the corporate's global research, development, and innovation activities. Dr. Ye Ouyang has extensive experience in large-scale team management and R&D innovation in the ICT field. He focuses on cross-domain innovation and the commercialization of technologies in cellular networks, AI, and data science. In November 2022, Dr. Ye Ouyang was elected as an IEEE Fellow in recognition of his outstanding contribution and leadership in the fields of network intelligence and self-organizing cellular networks, making him one of the youngest IEEE Fellows in the interdisciplinary fields of network intelligence, communications, and AI. Dr. Ye Ouyang is a Member of President's Leadership Council at Stevens Institute of Technology, a Distinguished Visiting Professor at Tsinghua University, and Co-Director of the Tsinghua-AsiaInfo Joint Institute of 6G Network & Intelligent Computing. Prior to joining AsiaInfo, Dr. Ouyang held a position at Verizon, the largest telecommunications operator in the United States. He serves in various roles across global telecommunication standard bodies, academic institutions, and high-tech organizations, including Chair or Board Member of multiple working groups and conferences within ETSI and IEEE, and Chair of the AI Chapter at the Beijing Software Industry Association. Dr. Ye Ouyang has received numerous awards in both industry and academia, with recent honors including 2017 Asian American Engineer of the Year (AAEOY), 2023 Forbes 100 Most Influential Chinese Selection Award, 2021 Top 100 Diverse Leaders in Tech, US National Diversity Council, 2019 TMForum Future Digital Leader Award, 2022 Science and Technology Award First Prize by CCF (China Computer Federation), 2023 Science and Technology Award First Prize by CAA (China Association of Automation), 2024/2025 Science and Technology Award Second Prize by Beijing City, 2025 Science and Technology Award Second Prize by CIC (China Institute of Communications), 2025 Science and Technology Award Second Prize by CIE (China Institute of Electronics), 2023 Science and Technology Award Second Prize by CCF (China Computer Federation), 2021 Wu Wenjun AI Science and Technology Award by CAAI (Chinese Association for AI), 2020 China Artificial Intelligence Industry Annual Leader Award, 2017 US Telecom Innovation Awards by Fierce (BSS/OSS), 2017 Most Innovative Telco Big Data Analytics Platform Award by Telco Data Analytics USA, 2016 US Telecom Innovation Awards by Fierce, 2015 Chair Award for "Wireless Communications & Interdisciplinary Perspective" Contribution by IEEE WTS, research fund by the White House Office of Science and Technology Policy (OSTP), and 2017 IEEE International Conference on Big Data (IEEE BigData) Best Paper Award. Dr. Ye Ouyang has authored 93 academic papers, holds 212 patents, has contributed to 274 standards, and has published 13 books. He holds a Bachelor of Engineering from Southeast University in China, a Master of Science from Tufts University in the United States, a Master of Science from Columbia University in the United States, and a Ph.D. from Stevens Institute of Technology in the United States.お知らせ • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025お知らせ • May 29AsiaInfo Technologies Limited Declares Final Dividend for the Year Ended 31 December 2024AsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a final dividend of HKD 0.252 per Share for the year ended 31 December 2024.最新情報をもっと見るRecent updatesお知らせ • Mar 24+ 1 more updateAsiaInfo Technologies Limited announces Annual dividend, payable on June 22, 2026AsiaInfo Technologies Limited announced Annual dividend of HKD 0.0540 per share payable on June 22, 2026, ex-date on June 01, 2026 and record date on June 02, 2026.お知らせ • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026お知らせ • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.お知らせ • Jan 02+ 1 more updateAsiainfo Technologies Limited Announces CEO ChangesAsiaInfo Technologies Limited announced that GAO Nianshu tendered his resignation as chief executive officer ("CEO") of the Company due to his retirement, The Board further announces that Dr. Ye Ouyang, the current Chief Technology Officer of the Company, has been appointed as the CEO with effect from 1 January 2026. The biographical details of Dr. Ye Ouyang are as follows: Dr. Ye Ouyang, Professor and IEEE Fellow, aged 44, has served as Chief Technology Officer and Senior Vice President at AsiaInfo Technologies since July 2018. He also chairs the Group's Technology Committee and directs the R&D Center. He is primarily responsible for setting AsiaInfo's direction of technology and product leadership and overseeing the corporate's global research, development, and innovation activities. Dr. Ye Ouyang has extensive experience in large-scale team management and R&D innovation in the ICT field. He focuses on cross-domain innovation and the commercialization of technologies in cellular networks, AI, and data science. In November 2022, Dr. Ye Ouyang was elected as an IEEE Fellow in recognition of his outstanding contribution and leadership in the fields of network intelligence and self-organizing cellular networks, making him one of the youngest IEEE Fellows in the interdisciplinary fields of network intelligence, communications, and AI. Dr. Ye Ouyang is a Member of President's Leadership Council at Stevens Institute of Technology, a Distinguished Visiting Professor at Tsinghua University, and Co-Director of the Tsinghua-AsiaInfo Joint Institute of 6G Network & Intelligent Computing. Prior to joining AsiaInfo, Dr. Ouyang held a position at Verizon, the largest telecommunications operator in the United States. He serves in various roles across global telecommunication standard bodies, academic institutions, and high-tech organizations, including Chair or Board Member of multiple working groups and conferences within ETSI and IEEE, and Chair of the AI Chapter at the Beijing Software Industry Association. Dr. Ye Ouyang has received numerous awards in both industry and academia, with recent honors including 2017 Asian American Engineer of the Year (AAEOY), 2023 Forbes 100 Most Influential Chinese Selection Award, 2021 Top 100 Diverse Leaders in Tech, US National Diversity Council, 2019 TMForum Future Digital Leader Award, 2022 Science and Technology Award First Prize by CCF (China Computer Federation), 2023 Science and Technology Award First Prize by CAA (China Association of Automation), 2024/2025 Science and Technology Award Second Prize by Beijing City, 2025 Science and Technology Award Second Prize by CIC (China Institute of Communications), 2025 Science and Technology Award Second Prize by CIE (China Institute of Electronics), 2023 Science and Technology Award Second Prize by CCF (China Computer Federation), 2021 Wu Wenjun AI Science and Technology Award by CAAI (Chinese Association for AI), 2020 China Artificial Intelligence Industry Annual Leader Award, 2017 US Telecom Innovation Awards by Fierce (BSS/OSS), 2017 Most Innovative Telco Big Data Analytics Platform Award by Telco Data Analytics USA, 2016 US Telecom Innovation Awards by Fierce, 2015 Chair Award for "Wireless Communications & Interdisciplinary Perspective" Contribution by IEEE WTS, research fund by the White House Office of Science and Technology Policy (OSTP), and 2017 IEEE International Conference on Big Data (IEEE BigData) Best Paper Award. Dr. Ye Ouyang has authored 93 academic papers, holds 212 patents, has contributed to 274 standards, and has published 13 books. He holds a Bachelor of Engineering from Southeast University in China, a Master of Science from Tufts University in the United States, a Master of Science from Columbia University in the United States, and a Ph.D. from Stevens Institute of Technology in the United States.お知らせ • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025お知らせ • May 29AsiaInfo Technologies Limited Declares Final Dividend for the Year Ended 31 December 2024AsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a final dividend of HKD 0.252 per Share for the year ended 31 December 2024.お知らせ • May 28AsiaInfo Technologies Limited Declares Special DividendAsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a special dividend of HKD 0.160 per Share.お知らせ • Mar 11AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025, at 10:00 China Standard Time.お知らせ • Mar 10+ 1 more updateAsiainfo Technologies Limited Proposes Final Cash Dividend for the Year Ended 31 December 2024, Payable on 20 June 2025Asiainfo Technologies Limited proposed final cash dividend of HKD 0.252 per share for the Year Ended 31 December 2024, Payable on 20 June 2025. Ex-dividend date is 30 May 2025. Record date is 06 June 2025. Date of shareholders' approval is 28 May 2025.お知らせ • Feb 26AsiaInfo Technologies Limited to Report Fiscal Year 2024 Results on Mar 10, 2025AsiaInfo Technologies Limited announced that they will report fiscal year 2024 results on Mar 10, 2025お知らせ • Nov 11Asiainfo Technologies Limited Announces Board and Committee ChangesAsiaInfo Technologies Limited announced changes in Directors which have taken place immediately upon Completion: Resignations: Mr. XIN Yuesheng resigned as an executive Director; Mr. CHENG Xike resigned as a non-executive Director; Dr. GAO Jack Qunyao resigned as an independent non-executive Director. Appointments: Mr. KWOK Bernard Chuen Wah (Mr. KWOK) has been appointed as an executive Director; Mr. HE Zheng (Mr. HE) has been appointed as a non-executive Director; Mr. JIANG Jian (Mr. JIANG) has been appointed as a non-executive Director; and Dr. WANG Lei (Dr. WANG) has been appointed as an independent non-executive Director. Following the effective changes to the Board as detailed above, the composition of the various Board committees has also been changed as follows: Audit Committee: Mr. Ge Ming- Chairman; Ms. Tao Ping and Dr. Wang Lei- Members. Remuneration Committee: Dr. Zhang Ya-Qin-chairman, Mr. He Zheng and Mr. Ge Ming- members. Nomination Committee: Dr. Tian Suning – Chairman; Mr. Gao Nianshu, Ms. Liu Hong- Member, Dr. Zhang Ya-Qin, Mr. Ge Ming, Ms. Tao Ping and Dr. Wang Lei - Members. Strategy and Investment Committee: Mr. He Zheng- chairman; Dr. Tian Suning, Mr. Gao Nianshu, Mr. Kwok Bernard Chuen Wah, Mr. Yang Lin and Ms. Liu Hong - Members.Recent Insider Transactions • Nov 01Non-Executive Director recently sold HK$60m worth of stockOn the 24th of October, Jianhua Ding sold around 12m shares on-market at roughly HK$5.22 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$67m more than they bought in the last 12 months.お知らせ • Sep 30Asiainfo Technologies Limited Announces Resignation of Zhang Yichen as A Non-Executive DirectorAsiaInfo Technologies Limited announces that Mr. ZHANG Yichen (``Mr. ZHANG'') has tendered his resignation as a non-executive director of the Company with effect from 29 September 2024 in order to devote more time to his personal commitments.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$5.75, the stock trades at a forward P/E ratio of 7x. Average trailing P/E is 18x in the Software industry in Hong Kong. Total loss to shareholders of 26% over the past year.Reported Earnings • Aug 17First half 2024 earnings released: CN¥0.065 loss per share (vs CN¥0.24 profit in 1H 2023)First half 2024 results: CN¥0.065 loss per share (down from CN¥0.24 profit in 1H 2023). Revenue: CN¥2.99b (down 8.8% from 1H 2023). Net loss: CN¥59.5m (down 128% from profit in 1H 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong.New Risk • Aug 16New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 140% The company is paying a dividend despite having no free cash flows. Dividend yield: 7.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 140% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).お知らせ • Aug 15AsiaInfo Technologies Limited Provides Guidance of the Final Dividend for the Year of 2024AsiaInfo Technologies Limited announced that after giving due consideration to the Company's business development, profitability and cash flow level, the guidance of the final dividend for the year of 2024 is 40% of the annual net profit attributable to equity holders of the Company, and actively consider maintaining the amount of the final dividend per Share at a relatively stable level as compared to that of last year.お知らせ • Aug 02AsiaInfo Technologies Limited to Report Q2, 2024 Results on Aug 14, 2024AsiaInfo Technologies Limited announced that they will report Q2, 2024 results on Aug 14, 2024Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to HK$4.95, the stock trades at a forward P/E ratio of 5x. Average trailing P/E is 13x in the Software industry in Hong Kong. Total loss to shareholders of 47% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$7.77 per share.Upcoming Dividend • Jun 27Upcoming dividend of HK$0.41 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 5.8%. Lower than top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (4.4%).Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong.お知らせ • Mar 21Asiainfo Technologies Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on 22 July 2024AsiaInfo Technologies Limited proposed final dividend of HKD 0.412 per share for the year ended December 31, 2023. Date of shareholders' approval is 28 June 2024, Ex-dividend date is July 4, 2024, Record date is 11 July 2024 and Payment date is 22 July 2024.お知らせ • Mar 19AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024, at 10:00 China Standard Time.Reported Earnings • Mar 19Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Hong Kong.お知らせ • Feb 21AsiaInfo Technologies Limited to Report Fiscal Year 2023 Results on Mar 18, 2024AsiaInfo Technologies Limited announced that they will report fiscal year 2023 results on Mar 18, 2024お知らせ • Feb 09Asiainfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2023AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2023. For the year, company expects operating revenue of the Group will increase by approximately 0.5% to 2.5% (2022: approximately RMB 7.738 billion) as compared to that of the previous year, and the profit for the period will decrease by approximately 37% to 43% (2022: approximately RMB 824 million) as compared to that of the previous year.お知らせ • Dec 28Asiainfo Technologies Limited Announces Board ChangesAsiaInfo Technologies Limited announced that Mr. XIN Yuesheng has been redesignated from a non-executive Director to an executive Director with effect from 28 December 2023. Mr. XIN Yuesheng, aged 53, was appointed as a non-executive Director in June 2018. Mr. XIN currently serves as a senior managing director of CITIC Capital Holdings Limited and the managing partner of its private equity arm CITIC Capital Partners. He joined the firm in August 2002 and is responsible for the private equity investment business in China since 2004. Between December 1999 and August 2002, he served as a management consultant at McKinsey & Company in Shanghai and the Washington, D.C. to develop business strategies for global clients. From August 1992 to April 1996, Mr. XIN also served as a deputy manager for China Leasing Co. Ltd. (), the leasing company in China and a subsidiary of CITIC Group Corporation Ltd. Mr. XIN served as a director of Focus Media Information Technology Co. Ltd. () (listed on the Shenzhen Stock Exchange) from March 2016 to November 2016. He obtained a Bachelor of Economics degree from the Peking University in July 1992 and a Master of Business Administration degree from Harvard Business School with honors in June 1999. Mr. XIN joined the Group in August 2016. He has over 28 years of experience in finance and investment and is primarily responsible for providing professional opinion and judgment to the Board. He has accumulated extensive management and strategic planning experience, particularly in the areas of corporate management, strategic planning and investment and financing, and has brought valuable advice and perspectives to the Board in the past. Following the redesignation of Mr. XIN from a non-executive Director to an executive Director, he will be primarily responsible for assisting the Company in strategic direction and planning. His past management experience and expertise, as well as his years of accumulation in strategic planning, will be beneficial to the Company in enhancing its management standard, strengthening its synergy and expanding its competitive advantages. The Board further announces that Mr. DING Jian has been redesignated from an executive Director to a non-executive Director with effect from 28 December 2023. Below are the biographical details of Mr. DING: Mr. DING Jian, aged 58, was appointed as an executive Director in June 2018. Mr. DING joined the Group in January 2014. Mr. DING has over 17 years of experience in investment in the telecommunications, media and technology industries. Mr. DING served as the chairman of the board of AsiaInfo-Linkage Inc. between April 2003 and July 2010, and has also served as a co-chairman since July 2010. Mr. DING is currently a managing director and general partner of GSR Ventures, a venture capital fund, a role in which he has served since June 2005. Mr. DING has been serving as an independent non-executive director of Baidu Inc. () (listed on NASDAQ and The Stock Exchange of Hong Kong Limited) since August 2005. Mr. DING served as an independent director of Huayi Brothers Media Corporation (listed on the Shenzhen Stock Exchange) from March 2011 to August 2017. Mr. DING obtained a Master of Library Science degree from the University of California, Los Angeles in September 1990.Upcoming Dividend • Dec 07Upcoming dividend of HK$0.60 per share at 4.4% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 05 January 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Hong Kong dividend payers (8.5%). Higher than average of industry peers (0.9%).お知らせ • Dec 05AsiaInfo Technologies Limited Announces Special Dividend, Payable on 05 January 2024AsiaInfo Technologies Limited announced special dividend of HKD 0.6 per share. Ex-dividend date is December 14, 2023, Record Date is December 21, 2023 and Payment Date is 05 January 2024.Reported Earnings • Aug 04First half 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.21 in 1H 2022)First half 2023 results: EPS: CN¥0.24 (up from CN¥0.21 in 1H 2022). Revenue: CN¥3.28b (up 5.6% from 1H 2022). Net income: CN¥215.7m (up 13% from 1H 2022). Profit margin: 6.6% (up from 6.2% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.お知らせ • Jul 01Asiainfo Technologies Limited to Report First Half, 2023 Results on Aug 02, 2023Asiainfo Technologies Limited announced that they will report first half, 2023 results on Aug 02, 2023Reported Earnings • Apr 23Full year 2022 earnings released: EPS: CN¥0.92 (vs CN¥0.86 in FY 2021)Full year 2022 results: EPS: CN¥0.92 (up from CN¥0.86 in FY 2021). Revenue: CN¥7.74b (up 12% from FY 2021). Net income: CN¥831.8m (up 5.9% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Software industry in Hong Kong.Recent Insider Transactions • Apr 04Insider recently sold HK$1.4m worth of stockOn the 31st of March, Tzu Lien Liu sold around 93k shares on-market at roughly HK$14.56 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought HK$2.8m more than they sold in the last 12 months.Board Change • Mar 15Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Ping Tao was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元1675HK SoftwareHK 市場7D8.8%4.8%1.1%1Y-38.7%-4.1%19.7%株主還元を見る業界別リターン: 1675過去 1 年間で-4.1 % の収益を上げたHong Kong Software業界を下回りました。リターン対市場: 1675は、過去 1 年間で19.7 % のリターンを上げたHong Kong市場を下回りました。価格変動Is 1675's price volatile compared to industry and market?1675 volatility1675 Average Weekly Movement6.9%Software Industry Average Movement9.0%Market Average Movement7.1%10% most volatile stocks in HK Market15.1%10% least volatile stocks in HK Market3.5%安定した株価: 1675 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1675の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199311,437Ye Ouyangwww.asiainfo.com/zh_cn/index.html投資持株会社であるAsiaInfo Technologies Limitedは、中華人民共和国で電気通信ソフトウェア製品および関連サービスを提供している。同社のソフトウェア製品ポートフォリオには、AISWare、データインテリジェンス、ビリング、BigData、カスタマーリレーションシップマネジメント、カスタマーサービス、Eチャネル、インテリジェントハイウェイ統合オペレーション、ネットワークマネジメント、AiDO、インテリジェントオペレーション、データマネジメント、モノのインターネット、ビジネスプラットフォーム、データ交換と共有、大画面ディスプレイ、ナレッジマネジメントとビッグデータアプリケーション、データ資産管理などがある。また、需要分析、プロジェクト設計・計画、ソフトウェア開発・調達、システム導入・立ち上げ、試運転・検収サービスなどの展開サービスや、運用・保守サービスも提供している。さらに、データドリブンオペレーション、ビジネスコンサルティング、システムインテグレーション、企業トレーニングサービス、ネットワークセキュリティ関連ソフトウェア製品・サービス、サードパーティ製ハードウェア・ソフトウェアの調達・販売も行っている。AsiaInfo Technologies Limitedの前身はAsiaInfo Technologies Investment Limitedで、2018年6月に社名をAsiaInfo Technologies Limitedに変更した。同社は1993年に設立され、中華人民共和国の北京に本社を置いている。もっと見るAsiaInfo Technologies Limited 基礎のまとめAsiaInfo Technologies の収益と売上を時価総額と比較するとどうか。1675 基礎統計学時価総額HK$5.72b収益（TTM）HK$130.94m売上高(TTM)HK$7.26b43.6xPER（株価収益率0.8xP/Sレシオ1675 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1675 損益計算書（TTM）収益CN¥6.30b売上原価CN¥4.16b売上総利益CN¥2.15bその他の費用CN¥2.03b収益CN¥113.74m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.12グロス・マージン34.05%純利益率1.80%有利子負債／自己資本比率0%1675 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.9%現在の配当利回り38%配当性向1675 配当は確実ですか？1675 配当履歴とベンチマークを見る1675 、いつまでに購入すれば配当金を受け取れますか？AsiaInfo Technologies 配当日配当落ち日Jun 01 2026配当支払日Jun 22 2026配当落ちまでの日数22 days配当支払日までの日数43 days1675 配当は確実ですか？1675 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 20:32終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AsiaInfo Technologies Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Yayuan HuangCitic Securities Co., Ltd.Heran LiCitic Securities Co., Ltd.Hiu King WongCitigroup Inc8 その他のアナリストを表示
Featured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrative
お知らせ • Mar 24+ 1 more updateAsiaInfo Technologies Limited announces Annual dividend, payable on June 22, 2026AsiaInfo Technologies Limited announced Annual dividend of HKD 0.0540 per share payable on June 22, 2026, ex-date on June 01, 2026 and record date on June 02, 2026.
お知らせ • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026
お知らせ • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.
お知らせ • Jan 02+ 1 more updateAsiainfo Technologies Limited Announces CEO ChangesAsiaInfo Technologies Limited announced that GAO Nianshu tendered his resignation as chief executive officer ("CEO") of the Company due to his retirement, The Board further announces that Dr. Ye Ouyang, the current Chief Technology Officer of the Company, has been appointed as the CEO with effect from 1 January 2026. The biographical details of Dr. Ye Ouyang are as follows: Dr. Ye Ouyang, Professor and IEEE Fellow, aged 44, has served as Chief Technology Officer and Senior Vice President at AsiaInfo Technologies since July 2018. He also chairs the Group's Technology Committee and directs the R&D Center. He is primarily responsible for setting AsiaInfo's direction of technology and product leadership and overseeing the corporate's global research, development, and innovation activities. Dr. Ye Ouyang has extensive experience in large-scale team management and R&D innovation in the ICT field. He focuses on cross-domain innovation and the commercialization of technologies in cellular networks, AI, and data science. In November 2022, Dr. Ye Ouyang was elected as an IEEE Fellow in recognition of his outstanding contribution and leadership in the fields of network intelligence and self-organizing cellular networks, making him one of the youngest IEEE Fellows in the interdisciplinary fields of network intelligence, communications, and AI. Dr. Ye Ouyang is a Member of President's Leadership Council at Stevens Institute of Technology, a Distinguished Visiting Professor at Tsinghua University, and Co-Director of the Tsinghua-AsiaInfo Joint Institute of 6G Network & Intelligent Computing. Prior to joining AsiaInfo, Dr. Ouyang held a position at Verizon, the largest telecommunications operator in the United States. He serves in various roles across global telecommunication standard bodies, academic institutions, and high-tech organizations, including Chair or Board Member of multiple working groups and conferences within ETSI and IEEE, and Chair of the AI Chapter at the Beijing Software Industry Association. Dr. Ye Ouyang has received numerous awards in both industry and academia, with recent honors including 2017 Asian American Engineer of the Year (AAEOY), 2023 Forbes 100 Most Influential Chinese Selection Award, 2021 Top 100 Diverse Leaders in Tech, US National Diversity Council, 2019 TMForum Future Digital Leader Award, 2022 Science and Technology Award First Prize by CCF (China Computer Federation), 2023 Science and Technology Award First Prize by CAA (China Association of Automation), 2024/2025 Science and Technology Award Second Prize by Beijing City, 2025 Science and Technology Award Second Prize by CIC (China Institute of Communications), 2025 Science and Technology Award Second Prize by CIE (China Institute of Electronics), 2023 Science and Technology Award Second Prize by CCF (China Computer Federation), 2021 Wu Wenjun AI Science and Technology Award by CAAI (Chinese Association for AI), 2020 China Artificial Intelligence Industry Annual Leader Award, 2017 US Telecom Innovation Awards by Fierce (BSS/OSS), 2017 Most Innovative Telco Big Data Analytics Platform Award by Telco Data Analytics USA, 2016 US Telecom Innovation Awards by Fierce, 2015 Chair Award for "Wireless Communications & Interdisciplinary Perspective" Contribution by IEEE WTS, research fund by the White House Office of Science and Technology Policy (OSTP), and 2017 IEEE International Conference on Big Data (IEEE BigData) Best Paper Award. Dr. Ye Ouyang has authored 93 academic papers, holds 212 patents, has contributed to 274 standards, and has published 13 books. He holds a Bachelor of Engineering from Southeast University in China, a Master of Science from Tufts University in the United States, a Master of Science from Columbia University in the United States, and a Ph.D. from Stevens Institute of Technology in the United States.
お知らせ • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025
お知らせ • May 29AsiaInfo Technologies Limited Declares Final Dividend for the Year Ended 31 December 2024AsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a final dividend of HKD 0.252 per Share for the year ended 31 December 2024.
お知らせ • Mar 24+ 1 more updateAsiaInfo Technologies Limited announces Annual dividend, payable on June 22, 2026AsiaInfo Technologies Limited announced Annual dividend of HKD 0.0540 per share payable on June 22, 2026, ex-date on June 01, 2026 and record date on June 02, 2026.
お知らせ • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026
お知らせ • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.
お知らせ • Jan 02+ 1 more updateAsiainfo Technologies Limited Announces CEO ChangesAsiaInfo Technologies Limited announced that GAO Nianshu tendered his resignation as chief executive officer ("CEO") of the Company due to his retirement, The Board further announces that Dr. Ye Ouyang, the current Chief Technology Officer of the Company, has been appointed as the CEO with effect from 1 January 2026. The biographical details of Dr. Ye Ouyang are as follows: Dr. Ye Ouyang, Professor and IEEE Fellow, aged 44, has served as Chief Technology Officer and Senior Vice President at AsiaInfo Technologies since July 2018. He also chairs the Group's Technology Committee and directs the R&D Center. He is primarily responsible for setting AsiaInfo's direction of technology and product leadership and overseeing the corporate's global research, development, and innovation activities. Dr. Ye Ouyang has extensive experience in large-scale team management and R&D innovation in the ICT field. He focuses on cross-domain innovation and the commercialization of technologies in cellular networks, AI, and data science. In November 2022, Dr. Ye Ouyang was elected as an IEEE Fellow in recognition of his outstanding contribution and leadership in the fields of network intelligence and self-organizing cellular networks, making him one of the youngest IEEE Fellows in the interdisciplinary fields of network intelligence, communications, and AI. Dr. Ye Ouyang is a Member of President's Leadership Council at Stevens Institute of Technology, a Distinguished Visiting Professor at Tsinghua University, and Co-Director of the Tsinghua-AsiaInfo Joint Institute of 6G Network & Intelligent Computing. Prior to joining AsiaInfo, Dr. Ouyang held a position at Verizon, the largest telecommunications operator in the United States. He serves in various roles across global telecommunication standard bodies, academic institutions, and high-tech organizations, including Chair or Board Member of multiple working groups and conferences within ETSI and IEEE, and Chair of the AI Chapter at the Beijing Software Industry Association. Dr. Ye Ouyang has received numerous awards in both industry and academia, with recent honors including 2017 Asian American Engineer of the Year (AAEOY), 2023 Forbes 100 Most Influential Chinese Selection Award, 2021 Top 100 Diverse Leaders in Tech, US National Diversity Council, 2019 TMForum Future Digital Leader Award, 2022 Science and Technology Award First Prize by CCF (China Computer Federation), 2023 Science and Technology Award First Prize by CAA (China Association of Automation), 2024/2025 Science and Technology Award Second Prize by Beijing City, 2025 Science and Technology Award Second Prize by CIC (China Institute of Communications), 2025 Science and Technology Award Second Prize by CIE (China Institute of Electronics), 2023 Science and Technology Award Second Prize by CCF (China Computer Federation), 2021 Wu Wenjun AI Science and Technology Award by CAAI (Chinese Association for AI), 2020 China Artificial Intelligence Industry Annual Leader Award, 2017 US Telecom Innovation Awards by Fierce (BSS/OSS), 2017 Most Innovative Telco Big Data Analytics Platform Award by Telco Data Analytics USA, 2016 US Telecom Innovation Awards by Fierce, 2015 Chair Award for "Wireless Communications & Interdisciplinary Perspective" Contribution by IEEE WTS, research fund by the White House Office of Science and Technology Policy (OSTP), and 2017 IEEE International Conference on Big Data (IEEE BigData) Best Paper Award. Dr. Ye Ouyang has authored 93 academic papers, holds 212 patents, has contributed to 274 standards, and has published 13 books. He holds a Bachelor of Engineering from Southeast University in China, a Master of Science from Tufts University in the United States, a Master of Science from Columbia University in the United States, and a Ph.D. from Stevens Institute of Technology in the United States.
お知らせ • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025
お知らせ • May 29AsiaInfo Technologies Limited Declares Final Dividend for the Year Ended 31 December 2024AsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a final dividend of HKD 0.252 per Share for the year ended 31 December 2024.
お知らせ • May 28AsiaInfo Technologies Limited Declares Special DividendAsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a special dividend of HKD 0.160 per Share.
お知らせ • Mar 11AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025, at 10:00 China Standard Time.
お知らせ • Mar 10+ 1 more updateAsiainfo Technologies Limited Proposes Final Cash Dividend for the Year Ended 31 December 2024, Payable on 20 June 2025Asiainfo Technologies Limited proposed final cash dividend of HKD 0.252 per share for the Year Ended 31 December 2024, Payable on 20 June 2025. Ex-dividend date is 30 May 2025. Record date is 06 June 2025. Date of shareholders' approval is 28 May 2025.
お知らせ • Feb 26AsiaInfo Technologies Limited to Report Fiscal Year 2024 Results on Mar 10, 2025AsiaInfo Technologies Limited announced that they will report fiscal year 2024 results on Mar 10, 2025
お知らせ • Nov 11Asiainfo Technologies Limited Announces Board and Committee ChangesAsiaInfo Technologies Limited announced changes in Directors which have taken place immediately upon Completion: Resignations: Mr. XIN Yuesheng resigned as an executive Director; Mr. CHENG Xike resigned as a non-executive Director; Dr. GAO Jack Qunyao resigned as an independent non-executive Director. Appointments: Mr. KWOK Bernard Chuen Wah (Mr. KWOK) has been appointed as an executive Director; Mr. HE Zheng (Mr. HE) has been appointed as a non-executive Director; Mr. JIANG Jian (Mr. JIANG) has been appointed as a non-executive Director; and Dr. WANG Lei (Dr. WANG) has been appointed as an independent non-executive Director. Following the effective changes to the Board as detailed above, the composition of the various Board committees has also been changed as follows: Audit Committee: Mr. Ge Ming- Chairman; Ms. Tao Ping and Dr. Wang Lei- Members. Remuneration Committee: Dr. Zhang Ya-Qin-chairman, Mr. He Zheng and Mr. Ge Ming- members. Nomination Committee: Dr. Tian Suning – Chairman; Mr. Gao Nianshu, Ms. Liu Hong- Member, Dr. Zhang Ya-Qin, Mr. Ge Ming, Ms. Tao Ping and Dr. Wang Lei - Members. Strategy and Investment Committee: Mr. He Zheng- chairman; Dr. Tian Suning, Mr. Gao Nianshu, Mr. Kwok Bernard Chuen Wah, Mr. Yang Lin and Ms. Liu Hong - Members.
Recent Insider Transactions • Nov 01Non-Executive Director recently sold HK$60m worth of stockOn the 24th of October, Jianhua Ding sold around 12m shares on-market at roughly HK$5.22 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$67m more than they bought in the last 12 months.
お知らせ • Sep 30Asiainfo Technologies Limited Announces Resignation of Zhang Yichen as A Non-Executive DirectorAsiaInfo Technologies Limited announces that Mr. ZHANG Yichen (``Mr. ZHANG'') has tendered his resignation as a non-executive director of the Company with effect from 29 September 2024 in order to devote more time to his personal commitments.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$5.75, the stock trades at a forward P/E ratio of 7x. Average trailing P/E is 18x in the Software industry in Hong Kong. Total loss to shareholders of 26% over the past year.
Reported Earnings • Aug 17First half 2024 earnings released: CN¥0.065 loss per share (vs CN¥0.24 profit in 1H 2023)First half 2024 results: CN¥0.065 loss per share (down from CN¥0.24 profit in 1H 2023). Revenue: CN¥2.99b (down 8.8% from 1H 2023). Net loss: CN¥59.5m (down 128% from profit in 1H 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong.
New Risk • Aug 16New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 140% The company is paying a dividend despite having no free cash flows. Dividend yield: 7.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 140% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
お知らせ • Aug 15AsiaInfo Technologies Limited Provides Guidance of the Final Dividend for the Year of 2024AsiaInfo Technologies Limited announced that after giving due consideration to the Company's business development, profitability and cash flow level, the guidance of the final dividend for the year of 2024 is 40% of the annual net profit attributable to equity holders of the Company, and actively consider maintaining the amount of the final dividend per Share at a relatively stable level as compared to that of last year.
お知らせ • Aug 02AsiaInfo Technologies Limited to Report Q2, 2024 Results on Aug 14, 2024AsiaInfo Technologies Limited announced that they will report Q2, 2024 results on Aug 14, 2024
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to HK$4.95, the stock trades at a forward P/E ratio of 5x. Average trailing P/E is 13x in the Software industry in Hong Kong. Total loss to shareholders of 47% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$7.77 per share.
Upcoming Dividend • Jun 27Upcoming dividend of HK$0.41 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 5.8%. Lower than top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (4.4%).
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong.
お知らせ • Mar 21Asiainfo Technologies Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on 22 July 2024AsiaInfo Technologies Limited proposed final dividend of HKD 0.412 per share for the year ended December 31, 2023. Date of shareholders' approval is 28 June 2024, Ex-dividend date is July 4, 2024, Record date is 11 July 2024 and Payment date is 22 July 2024.
お知らせ • Mar 19AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024, at 10:00 China Standard Time.
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Hong Kong.
お知らせ • Feb 21AsiaInfo Technologies Limited to Report Fiscal Year 2023 Results on Mar 18, 2024AsiaInfo Technologies Limited announced that they will report fiscal year 2023 results on Mar 18, 2024
お知らせ • Feb 09Asiainfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2023AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2023. For the year, company expects operating revenue of the Group will increase by approximately 0.5% to 2.5% (2022: approximately RMB 7.738 billion) as compared to that of the previous year, and the profit for the period will decrease by approximately 37% to 43% (2022: approximately RMB 824 million) as compared to that of the previous year.
お知らせ • Dec 28Asiainfo Technologies Limited Announces Board ChangesAsiaInfo Technologies Limited announced that Mr. XIN Yuesheng has been redesignated from a non-executive Director to an executive Director with effect from 28 December 2023. Mr. XIN Yuesheng, aged 53, was appointed as a non-executive Director in June 2018. Mr. XIN currently serves as a senior managing director of CITIC Capital Holdings Limited and the managing partner of its private equity arm CITIC Capital Partners. He joined the firm in August 2002 and is responsible for the private equity investment business in China since 2004. Between December 1999 and August 2002, he served as a management consultant at McKinsey & Company in Shanghai and the Washington, D.C. to develop business strategies for global clients. From August 1992 to April 1996, Mr. XIN also served as a deputy manager for China Leasing Co. Ltd. (), the leasing company in China and a subsidiary of CITIC Group Corporation Ltd. Mr. XIN served as a director of Focus Media Information Technology Co. Ltd. () (listed on the Shenzhen Stock Exchange) from March 2016 to November 2016. He obtained a Bachelor of Economics degree from the Peking University in July 1992 and a Master of Business Administration degree from Harvard Business School with honors in June 1999. Mr. XIN joined the Group in August 2016. He has over 28 years of experience in finance and investment and is primarily responsible for providing professional opinion and judgment to the Board. He has accumulated extensive management and strategic planning experience, particularly in the areas of corporate management, strategic planning and investment and financing, and has brought valuable advice and perspectives to the Board in the past. Following the redesignation of Mr. XIN from a non-executive Director to an executive Director, he will be primarily responsible for assisting the Company in strategic direction and planning. His past management experience and expertise, as well as his years of accumulation in strategic planning, will be beneficial to the Company in enhancing its management standard, strengthening its synergy and expanding its competitive advantages. The Board further announces that Mr. DING Jian has been redesignated from an executive Director to a non-executive Director with effect from 28 December 2023. Below are the biographical details of Mr. DING: Mr. DING Jian, aged 58, was appointed as an executive Director in June 2018. Mr. DING joined the Group in January 2014. Mr. DING has over 17 years of experience in investment in the telecommunications, media and technology industries. Mr. DING served as the chairman of the board of AsiaInfo-Linkage Inc. between April 2003 and July 2010, and has also served as a co-chairman since July 2010. Mr. DING is currently a managing director and general partner of GSR Ventures, a venture capital fund, a role in which he has served since June 2005. Mr. DING has been serving as an independent non-executive director of Baidu Inc. () (listed on NASDAQ and The Stock Exchange of Hong Kong Limited) since August 2005. Mr. DING served as an independent director of Huayi Brothers Media Corporation (listed on the Shenzhen Stock Exchange) from March 2011 to August 2017. Mr. DING obtained a Master of Library Science degree from the University of California, Los Angeles in September 1990.
Upcoming Dividend • Dec 07Upcoming dividend of HK$0.60 per share at 4.4% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 05 January 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Hong Kong dividend payers (8.5%). Higher than average of industry peers (0.9%).
お知らせ • Dec 05AsiaInfo Technologies Limited Announces Special Dividend, Payable on 05 January 2024AsiaInfo Technologies Limited announced special dividend of HKD 0.6 per share. Ex-dividend date is December 14, 2023, Record Date is December 21, 2023 and Payment Date is 05 January 2024.
Reported Earnings • Aug 04First half 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.21 in 1H 2022)First half 2023 results: EPS: CN¥0.24 (up from CN¥0.21 in 1H 2022). Revenue: CN¥3.28b (up 5.6% from 1H 2022). Net income: CN¥215.7m (up 13% from 1H 2022). Profit margin: 6.6% (up from 6.2% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.
お知らせ • Jul 01Asiainfo Technologies Limited to Report First Half, 2023 Results on Aug 02, 2023Asiainfo Technologies Limited announced that they will report first half, 2023 results on Aug 02, 2023
Reported Earnings • Apr 23Full year 2022 earnings released: EPS: CN¥0.92 (vs CN¥0.86 in FY 2021)Full year 2022 results: EPS: CN¥0.92 (up from CN¥0.86 in FY 2021). Revenue: CN¥7.74b (up 12% from FY 2021). Net income: CN¥831.8m (up 5.9% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Software industry in Hong Kong.
Recent Insider Transactions • Apr 04Insider recently sold HK$1.4m worth of stockOn the 31st of March, Tzu Lien Liu sold around 93k shares on-market at roughly HK$14.56 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought HK$2.8m more than they sold in the last 12 months.
Board Change • Mar 15Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Ping Tao was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
