Loading...
XNET logo

Xunlei LimitedNasdaqGS:XNET 株式レポート

時価総額 US$344.4m
株価
US$5.53
US$5.73
3.6% 割安 内在価値ディスカウント
1Y-4.0%
7D0.7%
1D
ポートフォリオ価値
表示

Xunlei Limited

NasdaqGS:XNET 株式レポート

時価総額:US$344.4m

Xunlei(XNET)株式概要

迅雷有限公司はその子会社とともに、中華人民共和国でデジタルメディアコンテンツのインターネットプラットフォームを運営している。 詳細

XNET ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長0/6
過去の実績5/6
財務の健全性6/6
配当金0/6

XNET Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Xunlei Limited 競合他社

価格と性能

株価の高値、安値、推移の概要Xunlei
過去の株価
現在の株価US$5.74
52週高値US$11.03
52週安値US$4.02
ベータ1.12
1ヶ月の変化-10.87%
3ヶ月変化-4.49%
1年変化-4.01%
3年間の変化328.36%
5年間の変化9.96%
IPOからの変化-61.48%

最新ニュース

Seeking Alpha Mar 18

Xunlei: Stock Continues To Lack Near-Term Catalysts - Hold

Summary Xunlei Limited reported mixed fourth-quarter results with better-than-expected sales offset by declining margins. GAAP results were negatively impacted by the reduced fair market value of the company's stake in panoramic camera market leader Arashi Vision, better known as Insta360. Xunlei continues to trade at a steep discount to NAV as investors grapple with the timing of a potential special dividend following the anticipated monetization of the Arashi Vision stake. The recent sale of a majority stake in the fast-growing cloud computing business at a rather low price and lack of forward guidance aren't suited to instill confidence in management. Given the lack of near-term catalysts and uncertainties regarding the potential monetization of the company's stake in Arashi Vision, I am reiterating my "Hold" rating on XNET stock. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha Mar 18

Xunlei: Stock Continues To Lack Near-Term Catalysts - Hold

Summary Xunlei Limited reported mixed fourth-quarter results with better-than-expected sales offset by declining margins. GAAP results were negatively impacted by the reduced fair market value of the company's stake in panoramic camera market leader Arashi Vision, better known as Insta360. Xunlei continues to trade at a steep discount to NAV as investors grapple with the timing of a potential special dividend following the anticipated monetization of the Arashi Vision stake. The recent sale of a majority stake in the fast-growing cloud computing business at a rather low price and lack of forward guidance aren't suited to instill confidence in management. Given the lack of near-term catalysts and uncertainties regarding the potential monetization of the company's stake in Arashi Vision, I am reiterating my "Hold" rating on XNET stock. Read the full article on Seeking Alpha
分析記事 Jun 26

Why Investors Shouldn't Be Surprised By Xunlei Limited's (NASDAQ:XNET) 27% Share Price Plunge

Xunlei Limited ( NASDAQ:XNET ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 May 08

Improved Revenues Required Before Xunlei Limited (NASDAQ:XNET) Stock's 34% Jump Looks Justified

Xunlei Limited ( NASDAQ:XNET ) shares have continued their recent momentum with a 34% gain in the last month alone. The...
分析記事 Apr 17

Returns At Xunlei (NASDAQ:XNET) Are On The Way Up

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Seeking Alpha Apr 17

Xunlei Limited Has What It Takes To Bounce Back

Summary Xunlei Limited saw its stock collapse along with stock markets around the world, but the stock has stabilized in recent days, possibly with the assistance of support. XNET has its strengths, with both the income statement and the balance sheet suggesting XNET is undervalued after the drop in the stock. It is premature to state the recent troubles the stock has experienced are over, since XNET could head south once again. It may take time for XNET to reward the longs, but it has by all means the tools to get it done, given enough time. Read the full article on Seeking Alpha
分析記事 Mar 13

Investors Appear Satisfied With Xunlei Limited's (NASDAQ:XNET) Prospects As Shares Rocket 52%

Xunlei Limited ( NASDAQ:XNET ) shares have continued their recent momentum with a 52% gain in the last month alone. The...
分析記事 Jan 27

Investors Aren't Entirely Convinced By Xunlei Limited's (NASDAQ:XNET) Earnings

With a price-to-earnings (or "P/E") ratio of 10.3x Xunlei Limited ( NASDAQ:XNET ) may be sending bullish signals at the...
Seeking Alpha Dec 25

Xunlei Limited: Progress Is Not Getting The Full Recognition It Deserves

Summary Share prices have been on the rise, but that is after a long decline that wiped out most of XNET’s market cap. The stock has risen off the lows, but it can still be attained at very low multiples, which arguably undervalue XNET. XNET has no obvious flaws that warrant its low market cap, except for maybe the fact that its links to China carry some risk. XNET is valued less now that it is profitable than when it was not, which is something that is not likely to continue indefinitely. Read the full article on Seeking Alpha
分析記事 Nov 19

Xunlei's (NASDAQ:XNET) Returns On Capital Are Heading Higher

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 Oct 03

Further Upside For Xunlei Limited (NASDAQ:XNET) Shares Could Introduce Price Risks After 34% Bounce

Xunlei Limited ( NASDAQ:XNET ) shareholders have had their patience rewarded with a 34% share price jump in the last...
分析記事 May 21

Xunlei Limited's (NASDAQ:XNET) Share Price Boosted 27% But Its Business Prospects Need A Lift Too

The Xunlei Limited ( NASDAQ:XNET ) share price has done very well over the last month, posting an excellent gain of...
分析記事 Oct 24

Xunlei (NASDAQ:XNET) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 Dec 01

Returns On Capital Are Showing Encouraging Signs At Xunlei (NASDAQ:XNET)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Nov 01

Earnings Working Against Xunlei Limited's (NASDAQ:XNET) Share Price Following 30% Dive

Unfortunately for some shareholders, the Xunlei Limited ( NASDAQ:XNET ) share price has dived 30% in the last thirty...
分析記事 Oct 29

Calculating The Intrinsic Value Of Xunlei Limited (NASDAQ:XNET)

In this article we are going to estimate the intrinsic value of Xunlei Limited ( NASDAQ:XNET ) by estimating the...
Seeking Alpha Aug 30

Xunlei: Recently Profitable And Trading Well Below Cash

Summary XNET has been growing revenues consistently and recently turned profitable. Despite this, the company trades at a substantial discount to realizable cash. I identify several factors that could cause the company to be re-rated and thereby trade at a more reasonable price level in the near term. Several years back I wrote an article on Xunlei (XNET) in which I explained why I had taken a short position in the stock. Seeking Alpha Seeking Alpha As the stock has fallen precipitously since then, I'm now reversing my stance; and have taken a small long position in the company. In this article I explain my very straightforward reasoning for this decision. Bigcharts The Company XNET is a Chinese company providing cloud computing, blockchain and live streaming internet services. The most recent quarter's total revenues of $78.3M were split as follows: Cloud computing $28.3 (36.1%) Blockchain subscription $25.4M (32.4%) Live streaming $24.5M (31.3%) As can be seen from the quarterly revenue chart below, the company has been growing steadily since inception. Thus it is an ongoing business, yet, as I show below, it trades as though it were a proverbial "cigar butt" stock. XNET Revenue (Quarterly) data by YCharts Furthermore, the company has guided 3Q revenues in the range of $82M to $87M which would represent record quarterly revenues. Realizable Cash & Shares Outstanding Here is the company's latest balance sheet, dated June 30, 2022, as shown in the quarterly earnings release of that same date. Earnings Release Strictly speaking, net current assets is calculated by subtracting total current liabilities from total current assets, but since all liabilities eventually must be paid (while some long term assets, like Goodwill, may never be realized), I find it more conservative to consider realizable cash as total current assets less total liabilities. In this case that calculation gives realizable cash of $163M. The company ADRs have a ratio of 5:1 to the ordinary shares, such that currently there are 68.06M ADRs outstanding, so XNET's realizable cash per ADR is equal to $2.40, yet the ADRs currently trade at $1.43 (i.e. a 40% discount!). This is the biggest reason to be bullish on the shares. The risk with this type of situation is always that the company will lose money over time, and will thereby deplete the net current assets. To investigate this, let's look at: Profitability and Valuation As shown in the chart below, the company has recently moved towards profitability, but it doesn't yet have a track record of consistently making money. I think if it can show sustained profitability for a few more quarters then there's a good chance the market will re-rate the stock and give full credit for the net current assets per share. XNET Net Income (Quarterly) data by YCharts In terms of valuation, the company looks good across all metrics (note that because of the large cash position, the company's EV is a negative $129M so the EV ratios show as not meaningful). Seeking Alpha Seeking Alpha Share Buyback Another catalyst that might help the company begin trading above net current assets is its recent share buyback authorization. Here is the latest update on this from the most recent earnings report: In March 2022, Xunlei announced that its Board of Directors authorized the repurchase of up to $20 million of its outstanding common stocks over the next 12 months. As of June 30, 2022, the aggregate value of purchased shares was approximately US$1.74 million.
Seeking Alpha Aug 16

Xunlei GAAP EPS of $0.029, revenue of $78.3M

Xunlei press release (NASDAQ:XNET): Q2 GAAP EPS of $0.029. Revenue of $78.3M (+42.0% Y/Y). For the third quarter of 2022, Xunlei estimates total revenues to be between US$82 million and US$87 million, and the midpoint of the range represents a quarter-over-quarter increase of approximately 7.9%. This estimate represents management's preliminary view as of the date of this press release, which is subject to change and any change could be material.
分析記事 May 10

The Strong Earnings Posted By Xunlei (NASDAQ:XNET) Are A Good Indication Of The Strength Of The Business

The subdued stock price reaction suggests that Xunlei Limited's ( NASDAQ:XNET ) strong earnings didn't offer any...

株主還元

XNETUS SoftwareUS 市場
7D0.7%1.2%2.5%
1Y-4.0%-9.3%26.4%

業界別リターン: XNET過去 1 年間で-9.3 % の収益を上げたUS Software業界を上回りました。

リターン対市場: XNETは、過去 1 年間で26.4 % のリターンを上げたUS市場を下回りました。

価格変動

Is XNET's price volatile compared to industry and market?
XNET volatility
XNET Average Weekly Movement7.9%
Software Industry Average Movement9.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

安定した株価: XNET 、 US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: XNETの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20031,306Jinbo Liwww.xunlei.com

迅雷有限公司はその子会社とともに、中華人民共和国でデジタルメディアコンテンツのインターネットプラットフォームを運営している。同社のプラットフォームはクラウド技術に基づいており、ユーザーはデジタルメディアコンテンツへのアクセス、保存、管理、消費を行うことができる。インターネット経由のデジタル伝送を高速化する「Xunlei Accelerator」、モバイル機器ユーザーにダウンロード速度の高速化とダウンロード成功率の向上を提供する「モバイル高速化プラグイン」、グリーンチャンネルやファストバード製品を通じてプレミアム高速化製品を提供するサブスクリプションサービスを提供している。また、デジタルメディアコンテンツの検索、ダウンロード、消費、保存を可能にするモバイルアプリケーション「Mobile Xunlei」、分散型クラウドコンピューティングプラットフォーム「StellarCloud」も提供している。さらに、ユーザーが好きなトピックに基づいた様々なチャットルームに参加できる音声ライブストリーミング製品「Wefun」、デジタルメディアコンテンツのオンライン・オフライン再生や、Xunlei Acceleratorによるデジタルメディアコンテンツの同時再生に対応した「Xunlei Media Player」を提供している。さらに、モバイルおよびオンラインゲーム事業を通じて運営されるオンラインゲーム、広告サービス、動画ストリーミング、ウェブ閲覧、小説閲覧を提供する迅雷ブラウザ、サブスクリプションサービスのクラウドベース実装、クラウドコンピューティングサービス、高速データ伝送サービス、インデックス作成技術、分散ファイル検索システムを提供している。旧社名はギガノロジー・リミテッド(Giganology Limited)で、2011年1月に迅雷リミテッド(Xunlei Limited)に社名変更した。迅雷有限公司は2003年に設立され、中華人民共和国の深センに本社を置いている。

Xunlei Limited 基礎のまとめ

Xunlei の収益と売上を時価総額と比較するとどうか。
XNET 基礎統計学
時価総額US$344.45m
収益(TTM)US$1.05b
売上高(TTM)US$460.43m
0.3x
PER(株価収益率
0.8x
P/Sレシオ

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
XNET 損益計算書(TTM)
収益US$460.43m
売上原価US$240.37m
売上総利益US$220.06m
その他の費用-US$828.21m
収益US$1.05b

直近の収益報告

Dec 31, 2025

次回決算日

May 28, 2026

一株当たり利益(EPS)16.68
グロス・マージン47.79%
純利益率227.67%
有利子負債/自己資本比率5.5%

XNET の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 22:19
終値2026/05/26 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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

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

Xunlei 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。2

アナリスト機関
Alex C. YaoJ.P. Morgan
Diying JiOppenheimer & Co. Inc.