Beijing Waluer Information Technology (301380) 주식 개요베이징 와루어 정보 기술 유한 공사 자세히 보기301380 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적1/6재무 건전성4/6배당3/6강점가격 대비 수익 비율(85x)은 IT 업계 평균(110x)보다 낮습니다.위험 분석지난 5년간 매년 수익이 4.9% 감소했습니다.불안정한 배당 실적이익 마진 (3.3%)이 지난해 (6.7%)보다 낮습니다.모든 위험 점검 보기301380 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 ValueCN¥Current PriceCN¥31.2322.6% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue CN¥2.2bEarnings CN¥74.3mAdvancedSet Fair ValueView all narrativesBeijing Waluer Information Technology Co., Ltd. 경쟁사Wiscom SystemSymbol: SZSE:002090Market cap: CN¥4.1bChinaEtek Service & TechnologySymbol: SZSE:301208Market cap: CN¥3.8bBestlink TechnologiesLtdSymbol: SHSE:603206Market cap: CN¥4.6bYunnan Nantian Electronics InformationLtdSymbol: SZSE:000948Market cap: CN¥5.0b가격 이력 및 성과Beijing Waluer Information Technology 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가CN¥31.2352주 최고가CN¥46.2052주 최저가CN¥30.04베타0.181개월 변동-10.87%3개월 변동-10.36%1년 변동-6.75%3년 변동-12.66%5년 변동n/aIPO 이후 변동0.23%최근 뉴스 및 업데이트공시 • Apr 23Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 300 million in fundingBeijing Waluer Information Technology Co., Ltd. announced a private placement to A shares at an issue price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceed of CNY 300,000,000 on April 21, 2026. The transaction has been approved in the 1st Extraordinary Meeting of 2026 of the 4th Directorate and is subject to the Company’s Annual Shareholders Meeting of 2025 for approval. The shares cannot be transferred within 6 months from the issuance closing date. The transaction will include participation from not more than 35 investors.Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.42 (vs CN¥0.66 in FY 2024)Full year 2025 results: EPS: CN¥0.42 (down from CN¥0.66 in FY 2024). Revenue: CN¥1.10b (up 11% from FY 2024). Net income: CN¥43.0m (down 35% from FY 2024). Profit margin: 3.9% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.공시 • Apr 23Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 6F, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing China공시 • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026공시 • Mar 25Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun.Beijing Kaisheng Enterprise Management Development Center agreed to acquire 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun for approximately CNY 160 million on December 29, 2025. A cash consideration of CNY 160.57 million will be paid by Beijing Kaisheng Enterprise Management Development Center. As part of consideration, CNY 160.57 million is paid towards common equity of Beijing Waluer Information Technology Co., Ltd. The share transfer agreement outlines a structured payment plan for Beijing Kaisheng to pay Chen Kun in three installments. The first installment, amounting to 20% of the total share transfer price (CNY 32.11 million), is due within thirty working days after the agreement is signed. The second installment, constituting 30% of the transfer price (CNY 48.17 million), is payable within five working days after the seller receives a confirmation letter for the share transfer from the Shenzhen Stock Exchange. The final installment, covering the remaining 50% of the transfer price (CNY 80.28 million), is due within five working days following the completion of the share transfer registration as stipulated in the agreement. The transaction is subject to approval by Shenzhen Stock Exchange. Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun on March 24, 2026.New Risk • Jan 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).더 많은 업데이트 보기Recent updates공시 • Apr 23Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 300 million in fundingBeijing Waluer Information Technology Co., Ltd. announced a private placement to A shares at an issue price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceed of CNY 300,000,000 on April 21, 2026. The transaction has been approved in the 1st Extraordinary Meeting of 2026 of the 4th Directorate and is subject to the Company’s Annual Shareholders Meeting of 2025 for approval. The shares cannot be transferred within 6 months from the issuance closing date. The transaction will include participation from not more than 35 investors.Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.42 (vs CN¥0.66 in FY 2024)Full year 2025 results: EPS: CN¥0.42 (down from CN¥0.66 in FY 2024). Revenue: CN¥1.10b (up 11% from FY 2024). Net income: CN¥43.0m (down 35% from FY 2024). Profit margin: 3.9% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.공시 • Apr 23Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 6F, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing China공시 • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026공시 • Mar 25Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun.Beijing Kaisheng Enterprise Management Development Center agreed to acquire 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun for approximately CNY 160 million on December 29, 2025. A cash consideration of CNY 160.57 million will be paid by Beijing Kaisheng Enterprise Management Development Center. As part of consideration, CNY 160.57 million is paid towards common equity of Beijing Waluer Information Technology Co., Ltd. The share transfer agreement outlines a structured payment plan for Beijing Kaisheng to pay Chen Kun in three installments. The first installment, amounting to 20% of the total share transfer price (CNY 32.11 million), is due within thirty working days after the agreement is signed. The second installment, constituting 30% of the transfer price (CNY 48.17 million), is payable within five working days after the seller receives a confirmation letter for the share transfer from the Shenzhen Stock Exchange. The final installment, covering the remaining 50% of the transfer price (CNY 80.28 million), is due within five working days following the completion of the share transfer registration as stipulated in the agreement. The transaction is subject to approval by Shenzhen Stock Exchange. Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun on March 24, 2026.New Risk • Jan 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).공시 • Dec 31Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥37.80, the stock trades at a trailing P/E ratio of 65.8x. Average trailing P/E is 105x in the IT industry in China. Total returns to shareholders of 54% over the past three years.Reported Earnings • Oct 28Third quarter 2025 earnings released: CN¥0.04 loss per share (vs CN¥0.084 profit in 3Q 2024)Third quarter 2025 results: CN¥0.04 loss per share (down from CN¥0.084 profit in 3Q 2024). Revenue: CN¥261.0m (down 1.6% from 3Q 2024). Net loss: CN¥4.15m (down 148% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.공시 • Sep 30Beijing Waluer Information Technology Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥45.32, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 96x in the IT industry in China. Total returns to shareholders of 103% over the past year.공시 • Jul 02Beijing Waluer Information Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025New Risk • May 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. 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 Earnings have declined by 18% per year over the past 5 years. High level of non-cash earnings (65% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Paying a dividend despite having no free cash flows.공시 • Apr 28Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 20, 2025Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: 6F, Building 1, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥36.66, the stock trades at a trailing P/E ratio of 47.7x. Average trailing P/E is 82x in the IT industry in China. Total returns to shareholders of 5.5% over the past year.공시 • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025분석 기사 • Feb 10There's Reason For Concern Over Beijing Waluer Information Technology Co., Ltd.'s (SZSE:301380) Massive 30% Price JumpBeijing Waluer Information Technology Co., Ltd. ( SZSE:301380 ) shareholders have had their patience rewarded with a...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥54.36, the stock trades at a trailing P/E ratio of 70.7x. Average trailing P/E is 84x in the IT industry in China. Total returns to shareholders of 89% over the past year.분석 기사 • Feb 07Some Investors May Be Worried About Beijing Waluer Information Technology's (SZSE:301380) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.공시 • Dec 31Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025분석 기사 • Dec 04Subdued Growth No Barrier To Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) With Shares Advancing 25%Despite an already strong run, Beijing Waluer Information Technology Co., Ltd. ( SZSE:301380 ) shares have been...Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥265.3m (up 24% from 3Q 2023). Net income: CN¥8.60m (down 51% from 3Q 2023). Profit margin: 3.2% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses.분석 기사 • Oct 16Investors Could Be Concerned With Beijing Waluer Information Technology's (SZSE:301380) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥39.93, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 62x in the IT industry in China. Total loss to shareholders of 17% over the past year.공시 • Sep 30Beijing Waluer Information Technology Co., Ltd. to Report Q3, 2024 Results on Oct 24, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥40.63, the stock trades at a trailing P/E ratio of 45.3x. Average trailing P/E is 59x in the IT industry in China. Total loss to shareholders of 17% over the past year.분석 기사 • Sep 04There May Be Underlying Issues With The Quality Of Beijing Waluer Information Technology's (SZSE:301380) EarningsDespite posting some strong earnings, the market for Beijing Waluer Information Technology Co., Ltd.'s ( SZSE:301380...New Risk • Aug 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 74% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (74% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.8% increase in shares outstanding).공시 • Jun 29Beijing Waluer Information Technology Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024분석 기사 • Jun 06Beijing Waluer Information Technology (SZSE:301380) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...공시 • Apr 27Beijing Waluer Information Technology Co., Ltd. Proposes Final Cash Dividend for 2023Beijing Waluer Information Technology Co., Ltd. announced on 25 April 2024 the final profit distribution proposal for 2023: cash dividend/10 shares (tax included) of CNY 5.70000000.공시 • Apr 26Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 15, 2024Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing ChinaValuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥29.22, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 47x in the IT industry in China. Total loss to shareholders of 42% over the past year.공시 • Mar 30Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥34.28, the stock trades at a trailing P/E ratio of 55.2x. Average trailing P/E is 46x in the IT industry in China. Total loss to shareholders of 20% over the past year.New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.6% 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: Major Risks Earnings have declined by 11% per year over the past 5 years. Earnings have declined by 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Dividend is not well covered by cash flows (94% cash payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (5.7% net profit margin). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).New Risk • Jan 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor 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 Earnings have declined by 11% per year over the past 5 years. Earnings have declined by 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Dividend is not well covered by cash flows (94% cash payout ratio). Profit margins are more than 30% lower than last year (5.7% net profit margin). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).공시 • Dec 29Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.24 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.24 in 3Q 2022). Revenue: CN¥214.4m (up 35% from 3Q 2022). Net income: CN¥17.6m (up 41% from 3Q 2022). Profit margin: 8.2% (up from 7.8% in 3Q 2022). The increase in margin was driven by higher revenue.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.35 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.35 in 2Q 2022). Revenue: CN¥186.2m (up 19% from 2Q 2022). Net income: CN¥8.95m (down 50% from 2Q 2022). Profit margin: 4.8% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses.New Risk • Aug 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 Chinese stocks, typically moving 8.1% 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 (8.1% average weekly change). Earnings have declined by 3.9% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (117% cash payout ratio).Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥51.90, the stock trades at a trailing P/E ratio of 75x. Average trailing P/E is 58x in the IT industry in China.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥46.44, the stock trades at a trailing P/E ratio of 67.1x. Average trailing P/E is 61x in the IT industry in China.공시 • Jun 02Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 179.7 million in fundingBeijing Waluer Information Technology Co., Ltd. announced that it will issue common shares for total gross proceeds of up to CNY 179.7 million on May 31, 2023.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥55.66, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 58x in the IT industry in China.Reported Earnings • Mar 21Full year 2022 earnings released: EPS: CN¥0.88 (vs CN¥1.28 in FY 2021)Full year 2022 results: EPS: CN¥0.88 (down from CN¥1.28 in FY 2021). Revenue: CN¥653.2m (down 2.2% from FY 2021). Net income: CN¥47.6m (down 27% from FY 2021). Profit margin: 7.3% (down from 9.8% in FY 2021).공시 • Feb 01Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) completed the acquisition of Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei.Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million on December 12, 2022. Beijing Waluer Information Technology will fund the transaction value of CNY 153 million part of the over-raised funds and its own funds. Cui Jia agreed to waive the right of first refusal enjoyed in this equity transfer. Beijing Yitong Jiayue Technology has reported total assets of CNY 109.151639 million on December 31, 2021. The transaction has approved by board of Beijing Waluer Information Technology at ninth meeting of the third board of directors and the sixth meeting of the third board of supervisors held on December 12, 2022. The transaction is still needs to be submitted to Beijing Waluer Information Technology's general meeting of shareholders for consideration. Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) completed the acquisition of Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei on January 31, 2023.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥42.40, the stock trades at a trailing P/E ratio of 46.6x. Average trailing P/E is 45x in the IT industry in China.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥34.31, the stock trades at a trailing P/E ratio of 37.7x. Average trailing P/E is 44x in the IT industry in China.공시 • Dec 16Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million.Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million on December 12, 2022. Beijing Waluer Information Technology will fund the transaction value of CNY 153 million part of the over-raised funds and its own funds. Cui Jia agreed to waive the right of first refusal enjoyed in this equity transfer. Beijing Yitong Jiayue Technology has reported total assets of CNY 109.151639 million on December 31, 2021. The transaction has approved by board of Beijing Waluer Information Technology at ninth meeting of the third board of directors and the sixth meeting of the third board of supervisors held on December 12, 2022. The transaction is still needs to be submitted to Beijing Waluer Information Technology's general meeting of shareholders for consideration.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jingchuan Yang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.31 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.24 (down from CN¥0.31 in 3Q 2021). Revenue: CN¥159.2m (down 13% from 3Q 2021). Net income: CN¥12.5m (down 20% from 3Q 2021). Profit margin: 7.8% (down from 8.6% in 3Q 2021). The decrease in margin was driven by lower revenue.Board Change • Oct 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jingchuan Yang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.주주 수익률301380CN ITCN 시장7D1.8%-4.6%-1.8%1Y-6.7%3.5%30.2%전체 주주 수익률 보기수익률 대 산업: 301380은 지난 1년 동안 3.5%의 수익을 기록한 CN IT 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 301380은 지난 1년 동안 30.2%를 기록한 CN 시장보다 저조한 성과를 냈습니다.주가 변동성Is 301380's price volatile compared to industry and market?301380 volatility301380 Average Weekly Movement6.5%IT Industry Average Movement7.3%Market Average Movement6.5%10% most volatile stocks in CN Market10.2%10% least volatile stocks in CN Market4.2%안정적인 주가: 301380는 지난 3개월 동안 CN 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 301380의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2011199Zheng Liwww.waluer.com베이징 와루어 정보 기술 유한회사는 통신, 디지털 통합 및 개발 서비스를 제공합니다. 또한 디지털 기술 및 애플리케이션, 모바일 정보, 디지털 마케팅 서비스도 제공합니다. 이 회사는 2011년에 설립되었으며 중국 베이징에 본사를 두고 있습니다.더 보기Beijing Waluer Information Technology Co., Ltd. 기초 지표 요약Beijing Waluer Information Technology의 순이익과 매출은 시가총액과 어떻게 비교됩니까?301380 기초 통계시가총액CN¥3.14b순이익 (TTM)CN¥37.27m매출 (TTM)CN¥1.12b85.0x주가수익비율(P/E)2.8x주가매출비율(P/S)301380는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표301380 손익계산서 (TTM)매출CN¥1.12b매출원가CN¥966.15m총이익CN¥154.57m기타 비용CN¥117.29m순이익CN¥37.27m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.37총이익률13.79%순이익률3.33%부채/자본 비율58.8%301380의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당0.6%현재 배당 수익률59%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/05 13:55종가2026/06/05 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Beijing Waluer Information Technology Co., Ltd.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공시 • Apr 23Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 300 million in fundingBeijing Waluer Information Technology Co., Ltd. announced a private placement to A shares at an issue price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceed of CNY 300,000,000 on April 21, 2026. The transaction has been approved in the 1st Extraordinary Meeting of 2026 of the 4th Directorate and is subject to the Company’s Annual Shareholders Meeting of 2025 for approval. The shares cannot be transferred within 6 months from the issuance closing date. The transaction will include participation from not more than 35 investors.
Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.42 (vs CN¥0.66 in FY 2024)Full year 2025 results: EPS: CN¥0.42 (down from CN¥0.66 in FY 2024). Revenue: CN¥1.10b (up 11% from FY 2024). Net income: CN¥43.0m (down 35% from FY 2024). Profit margin: 3.9% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
공시 • Apr 23Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 6F, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing China
공시 • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
공시 • Mar 25Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun.Beijing Kaisheng Enterprise Management Development Center agreed to acquire 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun for approximately CNY 160 million on December 29, 2025. A cash consideration of CNY 160.57 million will be paid by Beijing Kaisheng Enterprise Management Development Center. As part of consideration, CNY 160.57 million is paid towards common equity of Beijing Waluer Information Technology Co., Ltd. The share transfer agreement outlines a structured payment plan for Beijing Kaisheng to pay Chen Kun in three installments. The first installment, amounting to 20% of the total share transfer price (CNY 32.11 million), is due within thirty working days after the agreement is signed. The second installment, constituting 30% of the transfer price (CNY 48.17 million), is payable within five working days after the seller receives a confirmation letter for the share transfer from the Shenzhen Stock Exchange. The final installment, covering the remaining 50% of the transfer price (CNY 80.28 million), is due within five working days following the completion of the share transfer registration as stipulated in the agreement. The transaction is subject to approval by Shenzhen Stock Exchange. Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun on March 24, 2026.
New Risk • Jan 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).
공시 • Apr 23Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 300 million in fundingBeijing Waluer Information Technology Co., Ltd. announced a private placement to A shares at an issue price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceed of CNY 300,000,000 on April 21, 2026. The transaction has been approved in the 1st Extraordinary Meeting of 2026 of the 4th Directorate and is subject to the Company’s Annual Shareholders Meeting of 2025 for approval. The shares cannot be transferred within 6 months from the issuance closing date. The transaction will include participation from not more than 35 investors.
Reported Earnings • Apr 23Full year 2025 earnings released: EPS: CN¥0.42 (vs CN¥0.66 in FY 2024)Full year 2025 results: EPS: CN¥0.42 (down from CN¥0.66 in FY 2024). Revenue: CN¥1.10b (up 11% from FY 2024). Net income: CN¥43.0m (down 35% from FY 2024). Profit margin: 3.9% (down from 6.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
공시 • Apr 23Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 6F, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing China
공시 • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
공시 • Mar 25Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun.Beijing Kaisheng Enterprise Management Development Center agreed to acquire 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun for approximately CNY 160 million on December 29, 2025. A cash consideration of CNY 160.57 million will be paid by Beijing Kaisheng Enterprise Management Development Center. As part of consideration, CNY 160.57 million is paid towards common equity of Beijing Waluer Information Technology Co., Ltd. The share transfer agreement outlines a structured payment plan for Beijing Kaisheng to pay Chen Kun in three installments. The first installment, amounting to 20% of the total share transfer price (CNY 32.11 million), is due within thirty working days after the agreement is signed. The second installment, constituting 30% of the transfer price (CNY 48.17 million), is payable within five working days after the seller receives a confirmation letter for the share transfer from the Shenzhen Stock Exchange. The final installment, covering the remaining 50% of the transfer price (CNY 80.28 million), is due within five working days following the completion of the share transfer registration as stipulated in the agreement. The transaction is subject to approval by Shenzhen Stock Exchange. Beijing Kaisheng Enterprise Management Development Center completed the acquisition of 5% stake in Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) from Chen Kun on March 24, 2026.
New Risk • Jan 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).
공시 • Dec 31Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥37.80, the stock trades at a trailing P/E ratio of 65.8x. Average trailing P/E is 105x in the IT industry in China. Total returns to shareholders of 54% over the past three years.
Reported Earnings • Oct 28Third quarter 2025 earnings released: CN¥0.04 loss per share (vs CN¥0.084 profit in 3Q 2024)Third quarter 2025 results: CN¥0.04 loss per share (down from CN¥0.084 profit in 3Q 2024). Revenue: CN¥261.0m (down 1.6% from 3Q 2024). Net loss: CN¥4.15m (down 148% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
공시 • Sep 30Beijing Waluer Information Technology Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥45.32, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 96x in the IT industry in China. Total returns to shareholders of 103% over the past year.
공시 • Jul 02Beijing Waluer Information Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
New Risk • May 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. 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 Earnings have declined by 18% per year over the past 5 years. High level of non-cash earnings (65% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Paying a dividend despite having no free cash flows.
공시 • Apr 28Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 20, 2025Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. Location: 6F, Building 1, Jia No. 10, Deshengmenwai Avenue, Xicheng District, Beijing China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥36.66, the stock trades at a trailing P/E ratio of 47.7x. Average trailing P/E is 82x in the IT industry in China. Total returns to shareholders of 5.5% over the past year.
공시 • Mar 31Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
분석 기사 • Feb 10There's Reason For Concern Over Beijing Waluer Information Technology Co., Ltd.'s (SZSE:301380) Massive 30% Price JumpBeijing Waluer Information Technology Co., Ltd. ( SZSE:301380 ) shareholders have had their patience rewarded with a...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥54.36, the stock trades at a trailing P/E ratio of 70.7x. Average trailing P/E is 84x in the IT industry in China. Total returns to shareholders of 89% over the past year.
분석 기사 • Feb 07Some Investors May Be Worried About Beijing Waluer Information Technology's (SZSE:301380) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
공시 • Dec 31Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
분석 기사 • Dec 04Subdued Growth No Barrier To Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) With Shares Advancing 25%Despite an already strong run, Beijing Waluer Information Technology Co., Ltd. ( SZSE:301380 ) shares have been...
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.26 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.12 (down from CN¥0.26 in 3Q 2023). Revenue: CN¥265.3m (up 24% from 3Q 2023). Net income: CN¥8.60m (down 51% from 3Q 2023). Profit margin: 3.2% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses.
분석 기사 • Oct 16Investors Could Be Concerned With Beijing Waluer Information Technology's (SZSE:301380) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥39.93, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 62x in the IT industry in China. Total loss to shareholders of 17% over the past year.
공시 • Sep 30Beijing Waluer Information Technology Co., Ltd. to Report Q3, 2024 Results on Oct 24, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥40.63, the stock trades at a trailing P/E ratio of 45.3x. Average trailing P/E is 59x in the IT industry in China. Total loss to shareholders of 17% over the past year.
분석 기사 • Sep 04There May Be Underlying Issues With The Quality Of Beijing Waluer Information Technology's (SZSE:301380) EarningsDespite posting some strong earnings, the market for Beijing Waluer Information Technology Co., Ltd.'s ( SZSE:301380...
New Risk • Aug 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 74% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 15% per year over the past 5 years. High level of non-cash earnings (74% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
공시 • Jun 29Beijing Waluer Information Technology Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
분석 기사 • Jun 06Beijing Waluer Information Technology (SZSE:301380) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
공시 • Apr 27Beijing Waluer Information Technology Co., Ltd. Proposes Final Cash Dividend for 2023Beijing Waluer Information Technology Co., Ltd. announced on 25 April 2024 the final profit distribution proposal for 2023: cash dividend/10 shares (tax included) of CNY 5.70000000.
공시 • Apr 26Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 15, 2024Beijing Waluer Information Technology Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Beijing China
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥29.22, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 47x in the IT industry in China. Total loss to shareholders of 42% over the past year.
공시 • Mar 30Beijing Waluer Information Technology Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥34.28, the stock trades at a trailing P/E ratio of 55.2x. Average trailing P/E is 46x in the IT industry in China. Total loss to shareholders of 20% over the past year.
New Risk • Feb 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.6% 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: Major Risks Earnings have declined by 11% per year over the past 5 years. Earnings have declined by 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Dividend is not well covered by cash flows (94% cash payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (5.7% net profit margin). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
New Risk • Jan 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor 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 Earnings have declined by 11% per year over the past 5 years. Earnings have declined by 11% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Dividend is not well covered by cash flows (94% cash payout ratio). Profit margins are more than 30% lower than last year (5.7% net profit margin). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
공시 • Dec 29Beijing Waluer Information Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Beijing Waluer Information Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.24 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.24 in 3Q 2022). Revenue: CN¥214.4m (up 35% from 3Q 2022). Net income: CN¥17.6m (up 41% from 3Q 2022). Profit margin: 8.2% (up from 7.8% in 3Q 2022). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.35 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.35 in 2Q 2022). Revenue: CN¥186.2m (up 19% from 2Q 2022). Net income: CN¥8.95m (down 50% from 2Q 2022). Profit margin: 4.8% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses.
New Risk • Aug 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 Chinese stocks, typically moving 8.1% 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 (8.1% average weekly change). Earnings have declined by 3.9% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (117% cash payout ratio).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥51.90, the stock trades at a trailing P/E ratio of 75x. Average trailing P/E is 58x in the IT industry in China.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥46.44, the stock trades at a trailing P/E ratio of 67.1x. Average trailing P/E is 61x in the IT industry in China.
공시 • Jun 02Beijing Waluer Information Technology Co., Ltd. announced that it expects to receive CNY 179.7 million in fundingBeijing Waluer Information Technology Co., Ltd. announced that it will issue common shares for total gross proceeds of up to CNY 179.7 million on May 31, 2023.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥55.66, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 58x in the IT industry in China.
Reported Earnings • Mar 21Full year 2022 earnings released: EPS: CN¥0.88 (vs CN¥1.28 in FY 2021)Full year 2022 results: EPS: CN¥0.88 (down from CN¥1.28 in FY 2021). Revenue: CN¥653.2m (down 2.2% from FY 2021). Net income: CN¥47.6m (down 27% from FY 2021). Profit margin: 7.3% (down from 9.8% in FY 2021).
공시 • Feb 01Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) completed the acquisition of Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei.Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million on December 12, 2022. Beijing Waluer Information Technology will fund the transaction value of CNY 153 million part of the over-raised funds and its own funds. Cui Jia agreed to waive the right of first refusal enjoyed in this equity transfer. Beijing Yitong Jiayue Technology has reported total assets of CNY 109.151639 million on December 31, 2021. The transaction has approved by board of Beijing Waluer Information Technology at ninth meeting of the third board of directors and the sixth meeting of the third board of supervisors held on December 12, 2022. The transaction is still needs to be submitted to Beijing Waluer Information Technology's general meeting of shareholders for consideration. Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) completed the acquisition of Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei on January 31, 2023.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥42.40, the stock trades at a trailing P/E ratio of 46.6x. Average trailing P/E is 45x in the IT industry in China.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥34.31, the stock trades at a trailing P/E ratio of 37.7x. Average trailing P/E is 44x in the IT industry in China.
공시 • Dec 16Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million.Beijing Waluer Information Technology Co., Ltd. (SZSE:301380) intends to acquire 51% stake in Beijing Yitong Jiayue Technology Co., Ltd. from Shanghai Hedongmu Enterprise Management Partnership (Limited Partnership), Cui Jia and Zhang Dongmei for CNY 153 million on December 12, 2022. Beijing Waluer Information Technology will fund the transaction value of CNY 153 million part of the over-raised funds and its own funds. Cui Jia agreed to waive the right of first refusal enjoyed in this equity transfer. Beijing Yitong Jiayue Technology has reported total assets of CNY 109.151639 million on December 31, 2021. The transaction has approved by board of Beijing Waluer Information Technology at ninth meeting of the third board of directors and the sixth meeting of the third board of supervisors held on December 12, 2022. The transaction is still needs to be submitted to Beijing Waluer Information Technology's general meeting of shareholders for consideration.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jingchuan Yang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.31 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.24 (down from CN¥0.31 in 3Q 2021). Revenue: CN¥159.2m (down 13% from 3Q 2021). Net income: CN¥12.5m (down 20% from 3Q 2021). Profit margin: 7.8% (down from 8.6% in 3Q 2021). The decrease in margin was driven by lower revenue.
Board Change • Oct 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jingchuan Yang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
