View ValuationBoqii Holding 将来の成長Future 基準チェック /06現在、 Boqii Holdingの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Specialty Retail 収益成長9.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Major Estimate Revision • Jun 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from CN¥1.48b to CN¥1.28b. EPS estimate increased from -CN¥10.02 to -CN¥1.80 per share. Online Retail industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$20.18 to US$13.13. Share price fell 22% to US$1.53 over the past week.Major Estimate Revision • Mar 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥1.22b to CN¥1.20b. 2022 losses expected to reduce from -CN¥2.41 to -CN¥2.01 per share. Online Retail industry in the US expected to see average net income decline 8.6% next year. Consensus price target broadly unchanged at US$3.54. Share price fell 2.3% to US$0.59 over the past week.Major Estimate Revision • Dec 07Consensus EPS estimates fall to -CN¥2.41The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥1.36b to CN¥1.27b. Losses expected to increase from -CN¥2.11 to -CN¥2.41. Online Retail industry in the US expected to see average net income decline 1.6% next year. Consensus price target down from US$8.03 to US$6.00. Share price fell 22% to US$1.20 over the past week.Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CN¥1.48 to -CN¥2.26 per share. Revenue forecast unchanged at CN¥1.35b. Online Retail industry in the US expected to see average net income growth of 5.9% next year. Consensus price target down from US$10.13 to US$8.00. Share price fell 3.4% to US$4.28 over the past week.分析記事 • May 29Analysts Have Been Trimming Their Boqii Holding Limited (NYSE:BQ) Price Target After Its Latest ReportInvestors in Boqii Holding Limited ( NYSE:BQ ) had a good week, as its shares rose 7.9% to close at US$4.09 following...Breakeven Date Change • May 27Forecast to breakeven in 2023The 2 analysts covering Boqii Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥27.0m in 2023. Average annual earnings growth of 53% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesお知らせ • Apr 15Boqii Holding Limited, Annual General Meeting, May 06, 2026Boqii Holding Limited, Annual General Meeting, May 06, 2026, at 08:01 China Standard Time. Location: at the offices of yubei road, lane 235, room 1203, 12th floor, building t1, people`s republic of china, 201210., shanghai Chinaお知らせ • Feb 13Boqii Holding Ltd Announces Resignation of Chao Guo as Senior Vice President, Effective February 11, 2026Boqii Holding Ltd. announced that on February 11, 2026, Chao Guo, the Senior Vice President of Boqii Holding Limited, tendered his resignation from his position as Senior Vice President to the Company, effective immediately. Mr. Guo's resignation was for personal reasons and was not due to any disagreement with the Company.Reported Earnings • Jan 07First half 2026 earnings released: CN¥3.78 loss per share (vs CN¥44.10 loss in 1H 2025)First half 2026 results: CN¥3.78 loss per share (improved from CN¥44.10 loss in 1H 2025). Revenue: CN¥207.9m (down 17% from 1H 2025). Net loss: CN¥11.3m (loss narrowed 59% from 1H 2025).お知らせ • Nov 05Boqii Holding Limited has completed a Follow-on Equity Offering in the amount of $4.07168 million.Boqii Holding Limited has completed a Follow-on Equity Offering in the amount of $4.07168 million. Security Name: Class A Ordinary Shares Security Type: Common Stock Securities Offered: 698,000 Price\Range: $2.8 Discount Per Security: $0.196 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 802,000 Price\Range: $2.64 Discount Per Security: $0.1848 Transaction Features: Registered Direct OfferingNew Risk • Nov 05New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -CN¥70m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥70m free cash flow). Share price has been highly volatile over the past 3 months (78% average weekly change). Market cap is less than US$10m (US$8.67m market cap).お知らせ • Nov 04Boqii Holding Limited has filed a Follow-on Equity Offering in the amount of $4.07168 million.Boqii Holding Limited has filed a Follow-on Equity Offering in the amount of $4.07168 million. Security Name: Class A Ordinary Shares Security Type: Common Stock Securities Offered: 698,000 Price\Range: $2.8 Discount Per Security: $0.196 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 802,000 Price\Range: $2.64 Discount Per Security: $0.1848 Transaction Features: Registered Direct OfferingNew Risk • Sep 29New 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 American stocks, typically moving 72% 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 Less than 1 year of cash runway based on free cash flow trend (-CN¥70m free cash flow). Share price has been highly volatile over the past 3 months (72% average weekly change). Market cap is less than US$10m (US$8.43m market cap).Reported Earnings • Jul 22Full year 2025 earnings released: CN¥0.28 loss per share (vs CN¥0.63 loss in FY 2024)Full year 2025 results: CN¥0.28 loss per share (improved from CN¥0.63 loss in FY 2024). Revenue: CN¥468.9m (down 34% from FY 2024). Net loss: CN¥54.1m (loss narrowed 15% from FY 2024).New Risk • Jul 11New 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 American stocks, typically moving 47% 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 (47% average weekly change). Market cap is less than US$10m (US$4.82m market cap).New Risk • Jun 12New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 5x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (over 5x increase in shares outstanding). Market cap is less than US$10m (US$6.63m market cap). Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).Board Change • Jan 19Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Su Zhang was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 05First half 2025 earnings released: CN¥4.13 loss per share (vs CN¥7.76 loss in 1H 2024)First half 2025 results: CN¥4.13 loss per share (improved from CN¥7.76 loss in 1H 2024). Revenue: CN¥249.7m (down 36% from 1H 2024). Net loss: CN¥27.7m (loss narrowed 26% from 1H 2024).Reported Earnings • Oct 30Full year 2024 earnings released: CN¥9.49 loss per share (vs CN¥22.54 loss in FY 2023)Full year 2024 results: CN¥9.49 loss per share (improved from CN¥22.54 loss in FY 2023). Revenue: CN¥709.4m (down 35% from FY 2023). Net loss: CN¥63.7m (loss narrowed 39% from FY 2023).New Risk • Sep 30New major risk - Revenue and earnings growthRevenue has declined by 24% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. 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). Revenue has declined by 24% over the past year. Market cap is less than US$10m (US$1.80m market cap). Minor Risk Latest financial reports are more than 6 months old (reported September 2023 fiscal period end).New Risk • Jul 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Market cap is less than US$10m (US$1.89m market cap). Minor Risk Latest financial reports are more than 6 months old (reported September 2023 fiscal period end).Reported Earnings • Dec 22First half 2024 earnings released: CN¥7.76 loss per share (vs CN¥6.36 loss in 1H 2023)First half 2024 results: CN¥7.76 loss per share (further deteriorated from CN¥6.36 loss in 1H 2023). Revenue: CN¥389.4m (down 34% from 1H 2023). Net loss: CN¥37.4m (loss widened 28% from 1H 2023).お知らせ • Dec 16Boqii Holding Limited to Report First Half, 2024 Results on Dec 20, 2023Boqii Holding Limited announced that they will report first half, 2024 results on Dec 20, 2023New Risk • Dec 13New 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 American 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 Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Market cap is less than US$100m (US$10.2m market cap).New Risk • Dec 01New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.95m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (US$16.8m market cap).分析記事 • Aug 09Boqii Holding Limited (NYSE:BQ) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyTo the annoyance of some shareholders, Boqii Holding Limited ( NYSE:BQ ) shares are down a considerable 26% in the last...Reported Earnings • Jul 28Full year 2023 earnings released: CN¥6.76 loss per share (vs CN¥8.53 loss in FY 2022)Full year 2023 results: CN¥6.76 loss per share (improved from CN¥8.53 loss in FY 2022). Revenue: CN¥1.09b (down 8.0% from FY 2022). Net loss: CN¥103.5m (loss narrowed 20% from FY 2022).Reported Earnings • Jun 28Full year 2023 earnings released: CN¥6.67 loss per share (vs CN¥8.53 loss in FY 2022)Full year 2023 results: CN¥6.67 loss per share (improved from CN¥8.53 loss in FY 2022). Revenue: CN¥1.09b (down 8.0% from FY 2022). Net loss: CN¥102.1m (loss narrowed 21% from FY 2022).お知らせ • Jun 09Boqii Holding Limited to Report Second Half, 2023 Results on Jun 27, 2023Boqii Holding Limited announced that they will report second half, 2023 results on Jun 27, 2023Board Change • May 17Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Dong Li 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.お知らせ • May 10Boqii Holding Limited Announces Board ChangesBoqii Holding Limited announced that each of Ms. Noorsurainah (Su) Tengah and Mr. Leaf Hua Li has resigned from their positions as the Company's directors due to personal reasons, effectively immediately. The Company further announced that Mr. Su Zhang has been appointed as an independent director of the Company and a member of the Audit and Nominating committees of the board, effective immediately. Mr. Su Zhang, with over 28 years of experience in the technology and internet industry, has worked at Microsoft and other international well-known technology enterprises for more than 20 years. He has served as the general manager of Microsoft (China) General Enterprise Business Division in South China.お知らせ • Feb 07Boqii Holding Limited, Annual General Meeting, Mar 27, 2023Boqii Holding Limited, Annual General Meeting, Mar 27, 2023, at 15:00 China Standard Time. Location: Building 9, No.388, Shengrong Road Pudong New District, Shanghai, People’s Republic of China, 201210 Pudong New District Shanghai Province ChinaReported Earnings • Dec 02Second quarter 2023 earnings released: CN¥1.11 loss per share (vs CN¥2.89 loss in 2Q 2022)Second quarter 2023 results: CN¥1.11 loss per share (improved from CN¥2.89 loss in 2Q 2022). Revenue: CN¥274.6m (down 2.7% from 2Q 2022). Net loss: CN¥17.0m (loss narrowed 61% from 2Q 2022).お知らせ • Nov 26Boqii Holding Limited to Report First Half, 2023 Results on Dec 01, 2022Boqii Holding Limited announced that they will report first half, 2023 results on Dec 01, 2022Reported Earnings • Sep 16First quarter 2023 earnings released: CN¥0.82 loss per share (vs CN¥2.33 loss in 1Q 2022)First quarter 2023 results: CN¥0.82 loss per share (improved from CN¥2.33 loss in 1Q 2022). Revenue: CN¥315.1m (down 2.1% from 1Q 2022). Net loss: CN¥12.6m (loss narrowed 64% from 1Q 2022).Seeking Alpha • Sep 15Boqii ADS GAAP EPS of -$0.03, revenue of $47.03MBoqii ADS press release (NYSE:BQ): Q1 GAAP EPS of -$0.03. Revenue of $47.03M (-5.6% Y/Y). EBITDA was a loss of RMB9.0 million (|$1.3 million), representing a decrease of 74.6% from a loss of RMB35.6 million in the same quarter of fiscal year 2022. Total GMV was RMB731.5 million ($109.2 million), compared to RMB792.1 million in the same quarter of fiscal year 2022. Active buyers were 1.8 million, representing an increase of 11.4% from 1.6 million in the same quarter of fiscal year 2022お知らせ • Sep 07+ 1 more updateBoqii Holding Limited to Report Q1, 2023 Results on Sep 15, 2022Boqii Holding Limited announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Sep 15, 2022Reported Earnings • Jul 28Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: CN¥8.53 loss per share (down from CN¥5.80 loss in FY 2021). Revenue: CN¥1.19b (up 17% from FY 2021). Net loss: CN¥129.0m (loss widened 50% from FY 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 8.3%, compared to a 13% growth forecast for the retail industry in the US.Major Estimate Revision • Jun 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from CN¥1.48b to CN¥1.28b. EPS estimate increased from -CN¥10.02 to -CN¥1.80 per share. Online Retail industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$20.18 to US$13.13. Share price fell 22% to US$1.53 over the past week.Reported Earnings • Jun 06Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: CN¥8.44 loss per share (down from CN¥5.80 loss in FY 2021). Revenue: CN¥1.19b (up 17% from FY 2021). Net loss: CN¥129.0m (loss widened 50% from FY 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 25%, compared to a 16% growth forecast for the retail industry in the US.お知らせ • May 28Boqii Holding Limited to Report Q4, 2022 Results on Jun 06, 2022Boqii Holding Limited announced that they will report Q4, 2022 results Pre-Market on Jun 06, 2022Seeking Alpha • Apr 15Pet Community Operator Boqii Faces Delisting Due To Shriveling ValuationOnline pet community operator Boqii Holding is facing an existential crisis, at least in terms of its Wall Street listing, due to its rapidly shrinking market cap. Boqii said it also breached NYSE rules requiring listed companies to have stockholder equity of at least $50 million. In a slightly more encouraging sign, the company’s costs remain well under control, allowing it to improve its gross margin 23.1% from 17.9% in the year-ago quarter.お知らせ • Apr 14Boqii Holding Limited Receives Nyse Non-Compliance Letter Regarding Market Capitalization and Stockholders' EquityBoqii Holding Limited announced on April 13, 2022 that it has received a letter dated April 5, 2022 (the "Letter") from the New York Stock Exchange (the "NYSE"), notifying the Company that its total market capitalization and stockholders' equity are below the NYSE compliance criteria. Pursuant to applicable NYSE continued listing standards, a company would be considered "below criteria" by the NYSE if its total market capitalization is less than US$50 million over a 30 trading-day period and its stockholders' equity is less than $50 million. A review of the current financial condition of the Company by the NYSE shows that, as of April 4, 2022, the Company's 30 trading-day average market capitalization was approximately $48 million and its last reported stockholders' equity as of December 31, 2021 was approximately $32.2 million. Accordingly, the Company is now subject to the procedures as set forth in Sections 801 and 802 of the NYSE Listed Company Manual, and is required to respond within 90 days of the Letter with a business plan that demonstrates compliance with the continued listing standard within 18 months of receipt of the Letter. The business plan will be reviewed for final disposition by the Listings Operations Committee (the "Committee") of the NYSE. The Committee will either accept the plan, at which time the Company will be subject to quarterly monitoring for compliance with this business plan, or the Committee will not accept the business plan and the Company will be subject to suspension by the NYSE and delisting by the United States Securities and Exchange Commission (the "SEC"). The Letter from the NYSE has no immediate impact on the listing of the Company's ADSs, which will continue to trade on the NYSE. Notwithstanding the foregoing, the NYSE may promptly initiate suspension and delisting procedures with respect to a company that is determined to have average global market capitalization over a consecutive 30 trading-day period of less than $15 million. To address this issue, the Company intends to comply with the applicable procedures and is considering its options to regain compliance.Major Estimate Revision • Mar 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥1.22b to CN¥1.20b. 2022 losses expected to reduce from -CN¥2.41 to -CN¥2.01 per share. Online Retail industry in the US expected to see average net income decline 8.6% next year. Consensus price target broadly unchanged at US$3.54. Share price fell 2.3% to US$0.59 over the past week.Reported Earnings • Mar 05Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: CN¥0.31 loss per share (down from CN¥1.26 profit in 3Q 2021). Revenue: CN¥332.6m (up 6.3% from 3Q 2021). Net loss: CN¥27.9m (down 125% from profit in 3Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 34%. Over the next year, revenue is forecast to grow 21%, compared to a 17% growth forecast for the industry in the US.お知らせ • Feb 24Boqii Holding Limited to Report Q3, 2022 Results on Mar 03, 2022Boqii Holding Limited announced that they will report Q3, 2022 results Pre-Market on Mar 03, 2022お知らせ • Feb 15Boqii Holding Limited Announces Resignation of Ying (Christina) Zhang as Co-Chief Financial OfficerBoqii Holding Limited announced that Ms. Ying (Christina) Zhang has resigned from her position as the Company's Co-Chief Financial Officer and all her roles as a director or an officer of affiliates of the Company due to personal reasons, effective immediately. Ms. Christina Zhang has been in charge of financial reporting and internal control since 2013 and was later appointed as the Company's Co-Chief Financial Officer. She has played an integral role in helping the company build a strong team of internal control and capital management.Seeking Alpha • Feb 07'Ruff' Ride For Pet-Focused Boqii, As Slide Triggers Risk Of Wall Street DelistingBoqii said its shares have traded below the $1 threshold for 30 consecutive trading days, triggering an automatic delisting notification from the New York Stock Exchange. Pet community operator has failed to excite investors with its continued losses and growth that only outpaces the overall industry by a small margin. The bottom line seems to be that Boqii has lost nearly all its support from the investment community, with only its underwriter still a fan.お知らせ • Jan 31Boqii Holding Receives NYSE Non-Compliance Letter Regarding ADS Trading PriceBoqii Holding Limited (‘Boqii’ or the ‘Company’) announced that it has received a letter from the New York Stock Exchange (the ‘NYSE’) dated January 26, 2022, notifying the Company that it is below the compliance criteria due to the trading price of the Company's American depositary shares (the ‘ADSs’). Pursuant to NYSE Rule 802.01C, a company is considered to be below compliance criteria if the average closing price of a security as reported on the consolidated tape is less than USD 1.00 over a consecutive 30 trading-day period. Once notified, the company must bring its share price and average share price back above USD 1.00 within six months following receipt of the notification. The company can regain compliance at any time during the six-month cure period if on the last trading day of any calendar month during the cure period the company has a closing share price of at least USD 1.00 and an average closing share price of at least USD 1.00 over the 30 trading-day period ending on the last trading day of that month. In the event that at the expiration of the six-month cure period, both a USD 1.00 closing share price on the last trading day of the cure period and a USD 1.00 average closing share price over the 30 trading-day period ending on the last trading day of the cure period are not attained, the NYSE will commence suspension and delisting procedures. To address this issue, the Company intends to continuously monitor the market conditions of its ADSs and is considering its options to regain compliance.Seeking Alpha • Jan 05Boqii Holding's Ecosystem Approach Continues But Regulatory Issues WeighBoqii Holding Limited went public in September 2020, raising $70 million in a U.S. IPO. The firm operates a website that sells pet products and provides online pet communities for pet owners in China. BQ has grown revenue unevenly and generates operating losses, although I favor its growing 'ecosystem' approach. Due to regulatory concerns, my outlook on the stock is Neutral.Major Estimate Revision • Dec 07Consensus EPS estimates fall to -CN¥2.41The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥1.36b to CN¥1.27b. Losses expected to increase from -CN¥2.11 to -CN¥2.41. Online Retail industry in the US expected to see average net income decline 1.6% next year. Consensus price target down from US$8.03 to US$6.00. Share price fell 22% to US$1.20 over the past week.Reported Earnings • Dec 02Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: CN¥0.48 loss per share (up from CN¥2.29 loss in 2Q 2021). Revenue: CN¥282.1m (up 23% from 2Q 2021). Net loss: CN¥43.5m (loss narrowed 36% from 2Q 2021). Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) exceeded analyst estimates by 25%. Earnings per share (EPS) surpassed analyst estimates by 25%. Over the next year, revenue is forecast to grow 21%, compared to a 19% growth forecast for the industry in the US.Executive Departure • Aug 03Senior VP & Director Di Chen has left the companyOn the 26th of July, Di Chen's tenure as Senior VP & Director ended. We don't have any record of a personal shareholding under Di's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 8.58 years.Reported Earnings • Jul 24Full year 2021 earnings released: CN¥0.97 loss per share (vs CN¥12.98 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: CN¥1.01b (up 31% from FY 2020). Net loss: CN¥86.3m (loss narrowed 78% from FY 2020).Seeking Alpha • Jul 13Boqii Cuddles Up To Premium U.S. Pet Food MakerBoqii has made a few strategic acquisitions already over the last few years, including its latest investment in U.S. premium pet food maker Better Choice Co., announced last week. Better Choice is also an interesting story, having recently upgraded from over-the-counter status to trading on the lesser-known NYSE American Exchange operated by the parent of the New York Stock Exchange. In terms of valuation, Boqii trades at a price-to-sales (P/S) ratio of 2.4 based on its latest annual sales.Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CN¥1.48 to -CN¥2.26 per share. Revenue forecast unchanged at CN¥1.35b. Online Retail industry in the US expected to see average net income growth of 5.9% next year. Consensus price target down from US$10.13 to US$8.00. Share price fell 3.4% to US$4.28 over the past week.分析記事 • May 29Analysts Have Been Trimming Their Boqii Holding Limited (NYSE:BQ) Price Target After Its Latest ReportInvestors in Boqii Holding Limited ( NYSE:BQ ) had a good week, as its shares rose 7.9% to close at US$4.09 following...Breakeven Date Change • May 27Forecast to breakeven in 2023The 2 analysts covering Boqii Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥27.0m in 2023. Average annual earnings growth of 53% is required to achieve expected profit on schedule.Reported Earnings • May 27Full year 2021 earnings released: CN¥0.96 loss per share (vs CN¥12.98 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: CN¥1.01b (up 31% from FY 2020). Net loss: CN¥86.3m (loss narrowed 78% from FY 2020).Major Estimate Revision • Mar 10Analysts increase EPS estimates to -CN¥1.19The 2021 consensus revenue estimate increased from CN¥983.6m to CN¥1.01b. Analysts raised their EPS forecasts from -CN¥3.37 to -CN¥1.19 in 2021. The Online Retail industry in the US is expected to see an average net income growth of 15% next year. The consensus price target increased from US$64.66 to US$64.68. Share price is down by 24% to US$5.49 over the past week.お知らせ • Feb 24Boqii Holding Limited to Report Q3, 2021 Results on Mar 03, 2021Boqii Holding Limited announced that they will report Q3, 2021 results Pre-Market on Mar 03, 2021Is New 90 Day High Low • Feb 05New 90-day high: US$12.30The company is up 183% from its price of US$4.35 on 06 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 5.0% over the same period.お知らせ • Jan 23Boqii Appoints Kai Fang as Chief Strategy OfficerBoqii Holding Limited announced the appointment of Mr. Kai Fang as the company's Chief Strategy Officer, effective immediately. Mr. Fang has over 15 years of capital market experience in top financial institutions. Prior to joining Boqii, he served as a Managing Director and the Head of Financial Sponsors Group in CITIC CLSA. Before that, Mr. Fang also held senior roles in equity capital markets division at BofA Merrill Lynch and China Renaissance.Is New 90 Day High Low • Jan 20New 90-day high: US$9.01The company is up 54% from its price of US$5.84 on 22 October 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 2.0% over the same period.分析記事 • Dec 30What Percentage Of Boqii Holding Limited (NYSE:BQ) Shares Do Insiders Own?The big shareholder groups in Boqii Holding Limited ( NYSE:BQ ) have power over the company. Institutions will often...お知らせ • Nov 05Boqii Holding Limited to Report Q2, 2021 Results on Nov 16, 2020Boqii Holding Limited announced that they will report Q2, 2021 results at 9:00 AM, China Standard Time on Nov 16, 2020お知らせ • Oct 01+ 1 more updateBoqii Holding Limited has completed an IPO in the amount of $70 million.Boqii Holding Limited has completed an IPO in the amount of $70 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 7,000,000 Price\Range: $10 Discount Per Security: $0.7 Transaction Features: Reserved Share Offering; Sponsor Backed Offering このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Boqii Holding は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測NYSEAM:BQ - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/2025427-39N/AN/AN/A6/30/2025448-47N/AN/AN/A3/31/2025469-55-70-67N/A12/31/2024519-55N/AN/AN/A9/30/2024570-55N/AN/AN/A6/30/2024639-60N/AN/AN/A3/31/2024709-64-26-25N/A12/31/2023801-88N/AN/AN/A9/30/2023892-111N/AN/AN/A6/30/2023972-110N/AN/AN/A3/31/20231,092-103-56-54N/A12/31/20221,091-89N/AN/AN/A9/30/20221,172-80N/AN/AN/A6/30/20221,180-106N/AN/AN/A3/31/20221,186-129-151-148N/A12/31/20211,167-147N/AN/AN/A9/30/20211,147-6N/AN/AN/A6/30/20211,094-31N/AN/AN/A3/31/20211,011-86-254-247N/A12/31/2020937-122N/AN/AN/A9/30/2020878-327N/AN/AN/A6/30/2020820-347-182-181N/A3/31/2020770-385-167-166N/A12/31/2019772-456-191-190N/A3/31/2019804-628N/A-206N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BQの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BQの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: BQの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: BQの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: BQの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BQの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/21 15:37終値2026/05/21 00:00収益2025/09/30年間収益2025/03/31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Boqii Holding Limited 0 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。3 アナリスト機関He FengHuatai ResearchBo PeiOppenheimer & Co. Inc.Darren Paul AftahiRoth Capital Partners
Major Estimate Revision • Jun 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from CN¥1.48b to CN¥1.28b. EPS estimate increased from -CN¥10.02 to -CN¥1.80 per share. Online Retail industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$20.18 to US$13.13. Share price fell 22% to US$1.53 over the past week.
Major Estimate Revision • Mar 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥1.22b to CN¥1.20b. 2022 losses expected to reduce from -CN¥2.41 to -CN¥2.01 per share. Online Retail industry in the US expected to see average net income decline 8.6% next year. Consensus price target broadly unchanged at US$3.54. Share price fell 2.3% to US$0.59 over the past week.
Major Estimate Revision • Dec 07Consensus EPS estimates fall to -CN¥2.41The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥1.36b to CN¥1.27b. Losses expected to increase from -CN¥2.11 to -CN¥2.41. Online Retail industry in the US expected to see average net income decline 1.6% next year. Consensus price target down from US$8.03 to US$6.00. Share price fell 22% to US$1.20 over the past week.
Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CN¥1.48 to -CN¥2.26 per share. Revenue forecast unchanged at CN¥1.35b. Online Retail industry in the US expected to see average net income growth of 5.9% next year. Consensus price target down from US$10.13 to US$8.00. Share price fell 3.4% to US$4.28 over the past week.
分析記事 • May 29Analysts Have Been Trimming Their Boqii Holding Limited (NYSE:BQ) Price Target After Its Latest ReportInvestors in Boqii Holding Limited ( NYSE:BQ ) had a good week, as its shares rose 7.9% to close at US$4.09 following...
Breakeven Date Change • May 27Forecast to breakeven in 2023The 2 analysts covering Boqii Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥27.0m in 2023. Average annual earnings growth of 53% is required to achieve expected profit on schedule.
お知らせ • Apr 15Boqii Holding Limited, Annual General Meeting, May 06, 2026Boqii Holding Limited, Annual General Meeting, May 06, 2026, at 08:01 China Standard Time. Location: at the offices of yubei road, lane 235, room 1203, 12th floor, building t1, people`s republic of china, 201210., shanghai China
お知らせ • Feb 13Boqii Holding Ltd Announces Resignation of Chao Guo as Senior Vice President, Effective February 11, 2026Boqii Holding Ltd. announced that on February 11, 2026, Chao Guo, the Senior Vice President of Boqii Holding Limited, tendered his resignation from his position as Senior Vice President to the Company, effective immediately. Mr. Guo's resignation was for personal reasons and was not due to any disagreement with the Company.
Reported Earnings • Jan 07First half 2026 earnings released: CN¥3.78 loss per share (vs CN¥44.10 loss in 1H 2025)First half 2026 results: CN¥3.78 loss per share (improved from CN¥44.10 loss in 1H 2025). Revenue: CN¥207.9m (down 17% from 1H 2025). Net loss: CN¥11.3m (loss narrowed 59% from 1H 2025).
お知らせ • Nov 05Boqii Holding Limited has completed a Follow-on Equity Offering in the amount of $4.07168 million.Boqii Holding Limited has completed a Follow-on Equity Offering in the amount of $4.07168 million. Security Name: Class A Ordinary Shares Security Type: Common Stock Securities Offered: 698,000 Price\Range: $2.8 Discount Per Security: $0.196 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 802,000 Price\Range: $2.64 Discount Per Security: $0.1848 Transaction Features: Registered Direct Offering
New Risk • Nov 05New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -CN¥70m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥70m free cash flow). Share price has been highly volatile over the past 3 months (78% average weekly change). Market cap is less than US$10m (US$8.67m market cap).
お知らせ • Nov 04Boqii Holding Limited has filed a Follow-on Equity Offering in the amount of $4.07168 million.Boqii Holding Limited has filed a Follow-on Equity Offering in the amount of $4.07168 million. Security Name: Class A Ordinary Shares Security Type: Common Stock Securities Offered: 698,000 Price\Range: $2.8 Discount Per Security: $0.196 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 802,000 Price\Range: $2.64 Discount Per Security: $0.1848 Transaction Features: Registered Direct Offering
New Risk • Sep 29New 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 American stocks, typically moving 72% 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 Less than 1 year of cash runway based on free cash flow trend (-CN¥70m free cash flow). Share price has been highly volatile over the past 3 months (72% average weekly change). Market cap is less than US$10m (US$8.43m market cap).
Reported Earnings • Jul 22Full year 2025 earnings released: CN¥0.28 loss per share (vs CN¥0.63 loss in FY 2024)Full year 2025 results: CN¥0.28 loss per share (improved from CN¥0.63 loss in FY 2024). Revenue: CN¥468.9m (down 34% from FY 2024). Net loss: CN¥54.1m (loss narrowed 15% from FY 2024).
New Risk • Jul 11New 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 American stocks, typically moving 47% 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 (47% average weekly change). Market cap is less than US$10m (US$4.82m market cap).
New Risk • Jun 12New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 5x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (over 5x increase in shares outstanding). Market cap is less than US$10m (US$6.63m market cap). Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).
Board Change • Jan 19Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Su Zhang was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 05First half 2025 earnings released: CN¥4.13 loss per share (vs CN¥7.76 loss in 1H 2024)First half 2025 results: CN¥4.13 loss per share (improved from CN¥7.76 loss in 1H 2024). Revenue: CN¥249.7m (down 36% from 1H 2024). Net loss: CN¥27.7m (loss narrowed 26% from 1H 2024).
Reported Earnings • Oct 30Full year 2024 earnings released: CN¥9.49 loss per share (vs CN¥22.54 loss in FY 2023)Full year 2024 results: CN¥9.49 loss per share (improved from CN¥22.54 loss in FY 2023). Revenue: CN¥709.4m (down 35% from FY 2023). Net loss: CN¥63.7m (loss narrowed 39% from FY 2023).
New Risk • Sep 30New major risk - Revenue and earnings growthRevenue has declined by 24% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. 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). Revenue has declined by 24% over the past year. Market cap is less than US$10m (US$1.80m market cap). Minor Risk Latest financial reports are more than 6 months old (reported September 2023 fiscal period end).
New Risk • Jul 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Market cap is less than US$10m (US$1.89m market cap). Minor Risk Latest financial reports are more than 6 months old (reported September 2023 fiscal period end).
Reported Earnings • Dec 22First half 2024 earnings released: CN¥7.76 loss per share (vs CN¥6.36 loss in 1H 2023)First half 2024 results: CN¥7.76 loss per share (further deteriorated from CN¥6.36 loss in 1H 2023). Revenue: CN¥389.4m (down 34% from 1H 2023). Net loss: CN¥37.4m (loss widened 28% from 1H 2023).
お知らせ • Dec 16Boqii Holding Limited to Report First Half, 2024 Results on Dec 20, 2023Boqii Holding Limited announced that they will report first half, 2024 results on Dec 20, 2023
New Risk • Dec 13New 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 American 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 Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Market cap is less than US$100m (US$10.2m market cap).
New Risk • Dec 01New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.95m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (US$16.8m market cap).
分析記事 • Aug 09Boqii Holding Limited (NYSE:BQ) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyTo the annoyance of some shareholders, Boqii Holding Limited ( NYSE:BQ ) shares are down a considerable 26% in the last...
Reported Earnings • Jul 28Full year 2023 earnings released: CN¥6.76 loss per share (vs CN¥8.53 loss in FY 2022)Full year 2023 results: CN¥6.76 loss per share (improved from CN¥8.53 loss in FY 2022). Revenue: CN¥1.09b (down 8.0% from FY 2022). Net loss: CN¥103.5m (loss narrowed 20% from FY 2022).
Reported Earnings • Jun 28Full year 2023 earnings released: CN¥6.67 loss per share (vs CN¥8.53 loss in FY 2022)Full year 2023 results: CN¥6.67 loss per share (improved from CN¥8.53 loss in FY 2022). Revenue: CN¥1.09b (down 8.0% from FY 2022). Net loss: CN¥102.1m (loss narrowed 21% from FY 2022).
お知らせ • Jun 09Boqii Holding Limited to Report Second Half, 2023 Results on Jun 27, 2023Boqii Holding Limited announced that they will report second half, 2023 results on Jun 27, 2023
Board Change • May 17Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Dong Li 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.
お知らせ • May 10Boqii Holding Limited Announces Board ChangesBoqii Holding Limited announced that each of Ms. Noorsurainah (Su) Tengah and Mr. Leaf Hua Li has resigned from their positions as the Company's directors due to personal reasons, effectively immediately. The Company further announced that Mr. Su Zhang has been appointed as an independent director of the Company and a member of the Audit and Nominating committees of the board, effective immediately. Mr. Su Zhang, with over 28 years of experience in the technology and internet industry, has worked at Microsoft and other international well-known technology enterprises for more than 20 years. He has served as the general manager of Microsoft (China) General Enterprise Business Division in South China.
お知らせ • Feb 07Boqii Holding Limited, Annual General Meeting, Mar 27, 2023Boqii Holding Limited, Annual General Meeting, Mar 27, 2023, at 15:00 China Standard Time. Location: Building 9, No.388, Shengrong Road Pudong New District, Shanghai, People’s Republic of China, 201210 Pudong New District Shanghai Province China
Reported Earnings • Dec 02Second quarter 2023 earnings released: CN¥1.11 loss per share (vs CN¥2.89 loss in 2Q 2022)Second quarter 2023 results: CN¥1.11 loss per share (improved from CN¥2.89 loss in 2Q 2022). Revenue: CN¥274.6m (down 2.7% from 2Q 2022). Net loss: CN¥17.0m (loss narrowed 61% from 2Q 2022).
お知らせ • Nov 26Boqii Holding Limited to Report First Half, 2023 Results on Dec 01, 2022Boqii Holding Limited announced that they will report first half, 2023 results on Dec 01, 2022
Reported Earnings • Sep 16First quarter 2023 earnings released: CN¥0.82 loss per share (vs CN¥2.33 loss in 1Q 2022)First quarter 2023 results: CN¥0.82 loss per share (improved from CN¥2.33 loss in 1Q 2022). Revenue: CN¥315.1m (down 2.1% from 1Q 2022). Net loss: CN¥12.6m (loss narrowed 64% from 1Q 2022).
Seeking Alpha • Sep 15Boqii ADS GAAP EPS of -$0.03, revenue of $47.03MBoqii ADS press release (NYSE:BQ): Q1 GAAP EPS of -$0.03. Revenue of $47.03M (-5.6% Y/Y). EBITDA was a loss of RMB9.0 million (|$1.3 million), representing a decrease of 74.6% from a loss of RMB35.6 million in the same quarter of fiscal year 2022. Total GMV was RMB731.5 million ($109.2 million), compared to RMB792.1 million in the same quarter of fiscal year 2022. Active buyers were 1.8 million, representing an increase of 11.4% from 1.6 million in the same quarter of fiscal year 2022
お知らせ • Sep 07+ 1 more updateBoqii Holding Limited to Report Q1, 2023 Results on Sep 15, 2022Boqii Holding Limited announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Sep 15, 2022
Reported Earnings • Jul 28Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: CN¥8.53 loss per share (down from CN¥5.80 loss in FY 2021). Revenue: CN¥1.19b (up 17% from FY 2021). Net loss: CN¥129.0m (loss widened 50% from FY 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 8.3%, compared to a 13% growth forecast for the retail industry in the US.
Major Estimate Revision • Jun 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from CN¥1.48b to CN¥1.28b. EPS estimate increased from -CN¥10.02 to -CN¥1.80 per share. Online Retail industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$20.18 to US$13.13. Share price fell 22% to US$1.53 over the past week.
Reported Earnings • Jun 06Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: CN¥8.44 loss per share (down from CN¥5.80 loss in FY 2021). Revenue: CN¥1.19b (up 17% from FY 2021). Net loss: CN¥129.0m (loss widened 50% from FY 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 25%, compared to a 16% growth forecast for the retail industry in the US.
お知らせ • May 28Boqii Holding Limited to Report Q4, 2022 Results on Jun 06, 2022Boqii Holding Limited announced that they will report Q4, 2022 results Pre-Market on Jun 06, 2022
Seeking Alpha • Apr 15Pet Community Operator Boqii Faces Delisting Due To Shriveling ValuationOnline pet community operator Boqii Holding is facing an existential crisis, at least in terms of its Wall Street listing, due to its rapidly shrinking market cap. Boqii said it also breached NYSE rules requiring listed companies to have stockholder equity of at least $50 million. In a slightly more encouraging sign, the company’s costs remain well under control, allowing it to improve its gross margin 23.1% from 17.9% in the year-ago quarter.
お知らせ • Apr 14Boqii Holding Limited Receives Nyse Non-Compliance Letter Regarding Market Capitalization and Stockholders' EquityBoqii Holding Limited announced on April 13, 2022 that it has received a letter dated April 5, 2022 (the "Letter") from the New York Stock Exchange (the "NYSE"), notifying the Company that its total market capitalization and stockholders' equity are below the NYSE compliance criteria. Pursuant to applicable NYSE continued listing standards, a company would be considered "below criteria" by the NYSE if its total market capitalization is less than US$50 million over a 30 trading-day period and its stockholders' equity is less than $50 million. A review of the current financial condition of the Company by the NYSE shows that, as of April 4, 2022, the Company's 30 trading-day average market capitalization was approximately $48 million and its last reported stockholders' equity as of December 31, 2021 was approximately $32.2 million. Accordingly, the Company is now subject to the procedures as set forth in Sections 801 and 802 of the NYSE Listed Company Manual, and is required to respond within 90 days of the Letter with a business plan that demonstrates compliance with the continued listing standard within 18 months of receipt of the Letter. The business plan will be reviewed for final disposition by the Listings Operations Committee (the "Committee") of the NYSE. The Committee will either accept the plan, at which time the Company will be subject to quarterly monitoring for compliance with this business plan, or the Committee will not accept the business plan and the Company will be subject to suspension by the NYSE and delisting by the United States Securities and Exchange Commission (the "SEC"). The Letter from the NYSE has no immediate impact on the listing of the Company's ADSs, which will continue to trade on the NYSE. Notwithstanding the foregoing, the NYSE may promptly initiate suspension and delisting procedures with respect to a company that is determined to have average global market capitalization over a consecutive 30 trading-day period of less than $15 million. To address this issue, the Company intends to comply with the applicable procedures and is considering its options to regain compliance.
Major Estimate Revision • Mar 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥1.22b to CN¥1.20b. 2022 losses expected to reduce from -CN¥2.41 to -CN¥2.01 per share. Online Retail industry in the US expected to see average net income decline 8.6% next year. Consensus price target broadly unchanged at US$3.54. Share price fell 2.3% to US$0.59 over the past week.
Reported Earnings • Mar 05Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: CN¥0.31 loss per share (down from CN¥1.26 profit in 3Q 2021). Revenue: CN¥332.6m (up 6.3% from 3Q 2021). Net loss: CN¥27.9m (down 125% from profit in 3Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 34%. Over the next year, revenue is forecast to grow 21%, compared to a 17% growth forecast for the industry in the US.
お知らせ • Feb 24Boqii Holding Limited to Report Q3, 2022 Results on Mar 03, 2022Boqii Holding Limited announced that they will report Q3, 2022 results Pre-Market on Mar 03, 2022
お知らせ • Feb 15Boqii Holding Limited Announces Resignation of Ying (Christina) Zhang as Co-Chief Financial OfficerBoqii Holding Limited announced that Ms. Ying (Christina) Zhang has resigned from her position as the Company's Co-Chief Financial Officer and all her roles as a director or an officer of affiliates of the Company due to personal reasons, effective immediately. Ms. Christina Zhang has been in charge of financial reporting and internal control since 2013 and was later appointed as the Company's Co-Chief Financial Officer. She has played an integral role in helping the company build a strong team of internal control and capital management.
Seeking Alpha • Feb 07'Ruff' Ride For Pet-Focused Boqii, As Slide Triggers Risk Of Wall Street DelistingBoqii said its shares have traded below the $1 threshold for 30 consecutive trading days, triggering an automatic delisting notification from the New York Stock Exchange. Pet community operator has failed to excite investors with its continued losses and growth that only outpaces the overall industry by a small margin. The bottom line seems to be that Boqii has lost nearly all its support from the investment community, with only its underwriter still a fan.
お知らせ • Jan 31Boqii Holding Receives NYSE Non-Compliance Letter Regarding ADS Trading PriceBoqii Holding Limited (‘Boqii’ or the ‘Company’) announced that it has received a letter from the New York Stock Exchange (the ‘NYSE’) dated January 26, 2022, notifying the Company that it is below the compliance criteria due to the trading price of the Company's American depositary shares (the ‘ADSs’). Pursuant to NYSE Rule 802.01C, a company is considered to be below compliance criteria if the average closing price of a security as reported on the consolidated tape is less than USD 1.00 over a consecutive 30 trading-day period. Once notified, the company must bring its share price and average share price back above USD 1.00 within six months following receipt of the notification. The company can regain compliance at any time during the six-month cure period if on the last trading day of any calendar month during the cure period the company has a closing share price of at least USD 1.00 and an average closing share price of at least USD 1.00 over the 30 trading-day period ending on the last trading day of that month. In the event that at the expiration of the six-month cure period, both a USD 1.00 closing share price on the last trading day of the cure period and a USD 1.00 average closing share price over the 30 trading-day period ending on the last trading day of the cure period are not attained, the NYSE will commence suspension and delisting procedures. To address this issue, the Company intends to continuously monitor the market conditions of its ADSs and is considering its options to regain compliance.
Seeking Alpha • Jan 05Boqii Holding's Ecosystem Approach Continues But Regulatory Issues WeighBoqii Holding Limited went public in September 2020, raising $70 million in a U.S. IPO. The firm operates a website that sells pet products and provides online pet communities for pet owners in China. BQ has grown revenue unevenly and generates operating losses, although I favor its growing 'ecosystem' approach. Due to regulatory concerns, my outlook on the stock is Neutral.
Major Estimate Revision • Dec 07Consensus EPS estimates fall to -CN¥2.41The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥1.36b to CN¥1.27b. Losses expected to increase from -CN¥2.11 to -CN¥2.41. Online Retail industry in the US expected to see average net income decline 1.6% next year. Consensus price target down from US$8.03 to US$6.00. Share price fell 22% to US$1.20 over the past week.
Reported Earnings • Dec 02Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: CN¥0.48 loss per share (up from CN¥2.29 loss in 2Q 2021). Revenue: CN¥282.1m (up 23% from 2Q 2021). Net loss: CN¥43.5m (loss narrowed 36% from 2Q 2021). Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) exceeded analyst estimates by 25%. Earnings per share (EPS) surpassed analyst estimates by 25%. Over the next year, revenue is forecast to grow 21%, compared to a 19% growth forecast for the industry in the US.
Executive Departure • Aug 03Senior VP & Director Di Chen has left the companyOn the 26th of July, Di Chen's tenure as Senior VP & Director ended. We don't have any record of a personal shareholding under Di's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 8.58 years.
Reported Earnings • Jul 24Full year 2021 earnings released: CN¥0.97 loss per share (vs CN¥12.98 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: CN¥1.01b (up 31% from FY 2020). Net loss: CN¥86.3m (loss narrowed 78% from FY 2020).
Seeking Alpha • Jul 13Boqii Cuddles Up To Premium U.S. Pet Food MakerBoqii has made a few strategic acquisitions already over the last few years, including its latest investment in U.S. premium pet food maker Better Choice Co., announced last week. Better Choice is also an interesting story, having recently upgraded from over-the-counter status to trading on the lesser-known NYSE American Exchange operated by the parent of the New York Stock Exchange. In terms of valuation, Boqii trades at a price-to-sales (P/S) ratio of 2.4 based on its latest annual sales.
Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CN¥1.48 to -CN¥2.26 per share. Revenue forecast unchanged at CN¥1.35b. Online Retail industry in the US expected to see average net income growth of 5.9% next year. Consensus price target down from US$10.13 to US$8.00. Share price fell 3.4% to US$4.28 over the past week.
分析記事 • May 29Analysts Have Been Trimming Their Boqii Holding Limited (NYSE:BQ) Price Target After Its Latest ReportInvestors in Boqii Holding Limited ( NYSE:BQ ) had a good week, as its shares rose 7.9% to close at US$4.09 following...
Breakeven Date Change • May 27Forecast to breakeven in 2023The 2 analysts covering Boqii Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥27.0m in 2023. Average annual earnings growth of 53% is required to achieve expected profit on schedule.
Reported Earnings • May 27Full year 2021 earnings released: CN¥0.96 loss per share (vs CN¥12.98 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: CN¥1.01b (up 31% from FY 2020). Net loss: CN¥86.3m (loss narrowed 78% from FY 2020).
Major Estimate Revision • Mar 10Analysts increase EPS estimates to -CN¥1.19The 2021 consensus revenue estimate increased from CN¥983.6m to CN¥1.01b. Analysts raised their EPS forecasts from -CN¥3.37 to -CN¥1.19 in 2021. The Online Retail industry in the US is expected to see an average net income growth of 15% next year. The consensus price target increased from US$64.66 to US$64.68. Share price is down by 24% to US$5.49 over the past week.
お知らせ • Feb 24Boqii Holding Limited to Report Q3, 2021 Results on Mar 03, 2021Boqii Holding Limited announced that they will report Q3, 2021 results Pre-Market on Mar 03, 2021
Is New 90 Day High Low • Feb 05New 90-day high: US$12.30The company is up 183% from its price of US$4.35 on 06 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 5.0% over the same period.
お知らせ • Jan 23Boqii Appoints Kai Fang as Chief Strategy OfficerBoqii Holding Limited announced the appointment of Mr. Kai Fang as the company's Chief Strategy Officer, effective immediately. Mr. Fang has over 15 years of capital market experience in top financial institutions. Prior to joining Boqii, he served as a Managing Director and the Head of Financial Sponsors Group in CITIC CLSA. Before that, Mr. Fang also held senior roles in equity capital markets division at BofA Merrill Lynch and China Renaissance.
Is New 90 Day High Low • Jan 20New 90-day high: US$9.01The company is up 54% from its price of US$5.84 on 22 October 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 2.0% over the same period.
分析記事 • Dec 30What Percentage Of Boqii Holding Limited (NYSE:BQ) Shares Do Insiders Own?The big shareholder groups in Boqii Holding Limited ( NYSE:BQ ) have power over the company. Institutions will often...
お知らせ • Nov 05Boqii Holding Limited to Report Q2, 2021 Results on Nov 16, 2020Boqii Holding Limited announced that they will report Q2, 2021 results at 9:00 AM, China Standard Time on Nov 16, 2020
お知らせ • Oct 01+ 1 more updateBoqii Holding Limited has completed an IPO in the amount of $70 million.Boqii Holding Limited has completed an IPO in the amount of $70 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 7,000,000 Price\Range: $10 Discount Per Security: $0.7 Transaction Features: Reserved Share Offering; Sponsor Backed Offering