View ValuationShanghai Baosight SoftwareLtd 향후 성장Future 기준 점검 2/6Shanghai Baosight SoftwareLtd (는) 각각 연간 22.2% 및 14% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16% 로 예상됩니다.핵심 정보22.2%이익 성장률22.08%EPS 성장률Software 이익 성장34.1%매출 성장률14.0%향후 자기자본이익률16.04%애널리스트 커버리지Low마지막 업데이트05 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • Mar 31Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 21, 2026Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 21, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 361, Meipu Road, Baoshan District, Shanghai China공지 • Mar 30Shanghai Baosight Software Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026공지 • Dec 26Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026공지 • Sep 30Shanghai Baosight Software Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025공지 • Jun 30Shanghai Baosight Software Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025공지 • Jun 24Shanghai Baosight Software Co.,Ltd.(SHSE:600845) dropped from Shanghai Stock Exchange 180 Value IndexShanghai Baosight Software Co.,Ltd removed from Shanghai Stock Exchange 180 Value Index.공지 • Apr 01Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 23, 2025Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 23, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Shanghai China공지 • Mar 28Shanghai Baosight Software Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025공지 • Jan 22Shanghai Shentong Metro Co.,Ltd. (SHSE:600834) agreed to acquire an additional 15% stake in Shanghai Metro Electronic Technology Co., Ltd. from Shanghai Baosight Software Co.,Ltd. (SHSE:600845) for CNY 24 million.Shanghai Shentong Metro Co.,Ltd. (SHSE:600834) agreed to acquire an additional 15% stake in Shanghai Metro Electronic Technology Co., Ltd. from Shanghai Baosight Software Co.,Ltd. (SHSE:600845) for CNY 24 million on January 20, 2025. A cash consideration of CNY 24 million will be paid by Shanghai Shentong Metro Co.,Ltd. As part of consideration, CNY 24 million is paid towards common equity of Shanghai Metro Electronic Technology Co., Ltd. Upon completion, Shanghai Shentong Metro Co.,Ltd. will own 65% stake in Shanghai Metro Electronic Technology Co., Ltd. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board.공지 • Dec 27Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 01, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 01, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.25 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.21 (down from CN¥0.25 in 3Q 2023). Revenue: CN¥3.01b (down 4.1% from 3Q 2023). Net income: CN¥599.4m (down 16% from 3Q 2023). Profit margin: 20% (down from 23% in 3Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.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¥28.51, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 37x in the Software industry in China. Total loss to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥32.99, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 33x in the Software industry in China. Negligible returns to shareholders over past three years.공지 • Sep 30Shanghai Baosight Software Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.23 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.23 in 2Q 2023). Revenue: CN¥3.35b (up 6.2% from 2Q 2023). Net income: CN¥741.2m (up 12% from 2Q 2023). Profit margin: 22% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공지 • Jun 28Shanghai Baosight Software Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Declared Dividend • Jun 06Dividend of CN¥1.00 announcedShareholders will receive a dividend of CN¥1.00. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 36% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share is expected to grow by 77% over the next 3 years, which should maintain adequate earnings cover for the dividend.Reported Earnings • Mar 31Full year 2023 earnings released: EPS: CN¥1.08 (vs CN¥0.93 in FY 2022)Full year 2023 results: EPS: CN¥1.08 (up from CN¥0.93 in FY 2022). Revenue: CN¥12.9b (down 1.8% from FY 2022). Net income: CN¥2.55b (up 17% from FY 2022). Profit margin: 20% (up from 17% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공지 • Mar 30Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 26, 2024Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 26, 2024, at 13:30 China Standard Time. Location: The Company's Meeting Room, Shanghai China공지 • Mar 29Shanghai Baosight Software Co.,Ltd. to Report Q1, 2024 Results on Apr 24, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024공지 • Dec 29Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 30, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 30, 2024Reported Earnings • Oct 21Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.23 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥3.14b (up 17% from 3Q 2022). Net income: CN¥709.4m (up 32% from 3Q 2022). Profit margin: 23% (up from 20% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.23 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.28 (up from CN¥0.23 in 2Q 2022). Revenue: CN¥3.15b (up 28% from 2Q 2022). Net income: CN¥662.8m (up 24% from 2Q 2022). Profit margin: 21% (in line with 2Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공지 • Jun 28Shanghai Baosight Software Co.,Ltd. to Report Q2, 2023 Results on Aug 19, 2023Shanghai Baosight Software Co.,Ltd. announced that they will report Q2, 2023 results at 3:00 PM, China Standard Time on Aug 19, 2023New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.6% 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: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (5.6% increase in shares outstanding).Reported Earnings • Apr 06Full year 2022 earnings released: EPS: CN¥1.12 (vs CN¥0.94 in FY 2021)Full year 2022 results: EPS: CN¥1.12 (up from CN¥0.94 in FY 2021). Revenue: CN¥13.1b (up 12% from FY 2021). Net income: CN¥2.19b (up 20% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Apr 03Now 22% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be CN¥72.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings is also forecast to grow by 30% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 4 independent directors (7 non-independent directors). Independent Director Yuchang Huang was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.28 (vs CN¥0.26 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.28 (up from CN¥0.26 in 3Q 2021). Revenue: CN¥2.69b (down 4.2% from 3Q 2021). Net income: CN¥538.9m (up 9.9% from 3Q 2021). Profit margin: 20% (up from 18% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: CN¥0.27 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.27. Revenue: CN¥2.46b (down 9.9% from 2Q 2021). Net income: CN¥535.6m (up 1.2% from 2Q 2021). Profit margin: 22% (up from 19% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 41%, compared to a 32% growth forecast for the Software industry in China.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.27 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.30 (up from CN¥0.27 in 1Q 2021). Revenue: CN¥2.50b (up 34% from 1Q 2021). Net income: CN¥455.0m (up 15% from 1Q 2021). Profit margin: 18% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 33% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Yuchang Huang was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 10Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥1.22 (up from CN¥0.88 in FY 2020). Revenue: CN¥1.18t (up CN¥1.17t from FY 2020). Net income: CN¥181.9b (up CN¥180.6b from FY 2020). Profit margin: 16% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.9%. Over the next year, revenue is expected to shrink by 99% compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 39% per year.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.33 (vs CN¥0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥2.81b (up 23% from 3Q 2020). Net income: CN¥490.2m (up 58% from 3Q 2020). Profit margin: 18% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.36 (vs CN¥0.26 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥2.74b (up 29% from 2Q 2020). Net income: CN¥529.1m (up 38% from 2Q 2020). Profit margin: 19% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥72.75, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 34x in the Software industry in China. Total returns to shareholders of 433% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥101 per share.Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥1.15 (vs CN¥0.78 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥9.52b (up 39% from FY 2019). Net income: CN¥1.30b (up 48% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 35% per year.Is New 90 Day High Low • Feb 26New 90-day low: CN¥57.07The company is down 5.0% from its price of CN¥59.98 on 27 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.37 per share.Is New 90 Day High Low • Nov 12New 90-day low: CN¥61.63The company is down 9.0% from its price of CN¥67.82 on 14 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥9.48 per share.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.24b, up 120% from the prior year. Total revenue was CN¥8.03b over the last 12 months, up 27% from the prior year.Is New 90 Day High Low • Oct 23New 90-day low: CN¥61.94The company is down 12% from its price of CN¥70.49 on 24 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥6.81 per share.이익 및 매출 성장 예측XSSC:600845 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202815,8652,226N/A2,274312/31/202715,3822,160N/A2,285412/31/202611,9201,457N/A1,64713/31/202611,0771,2429012,202N/A12/31/202510,9721,3058942,147N/A9/30/202510,9401,4334241,525N/A6/30/202511,6161,6479251,725N/A3/31/202512,7912,1201,0061,685N/A12/31/202413,6442,2651,2341,671N/A9/30/202413,8542,6132,2782,710N/A6/30/202413,9812,7232,4752,977N/A3/31/202413,7842,6442,2142,701N/A12/31/202312,9162,5542,2322,608N/A9/30/202314,3152,5271,9222,244N/A6/30/202313,8642,3571,7152,010N/A3/31/202313,1752,2301,5651,853N/A12/31/202213,1502,1862,2212,522N/A9/30/202212,0071,9331,9722,331N/A6/30/202211,8481,8691,8682,408N/A3/31/202212,2391,8701,9112,541N/A12/31/202111,7591,8191,1661,928N/A9/30/202111,6401,7749701,868N/A6/30/202111,6841,6201,1601,989N/A3/31/202110,9451,4681,1001,839N/A12/31/202010,2251,3389061,534N/A9/30/20208,3191,2518351,437N/A6/30/20207,4471,1455211,135N/A3/31/20206,74596648770N/A12/31/20196,849879N/A887N/A9/30/20196,304561N/A1,210N/A6/30/20196,101547N/A1,148N/A3/31/20196,207481N/A1,067N/A12/31/20185,819440N/A928N/A9/30/20185,621588N/A660N/A6/30/20185,266507N/A431N/A3/31/20184,843490N/A569N/A12/31/20174,776425N/A775N/A9/30/20174,556399N/A912N/A6/30/20174,273344N/A916N/A3/31/20174,057342N/A958N/A12/31/20163,960336N/A827N/A9/30/20163,792346N/A435N/A6/30/20164,053354N/A716N/A3/31/20163,993319N/A428N/A12/31/20153,938312N/A274N/A9/30/20154,215343N/A600N/A6/30/20154,081343N/A477N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 600845 의 연간 예상 수익 증가율(22.2%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 600845 의 연간 수익(22.2%)이 CN 시장(26.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 600845 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 600845 의 수익(연간 14%)이 CN 시장(연간 15.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 600845 의 수익(연간 14%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 600845의 자본 수익률은 3년 후 16%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/11 14:55종가2026/05/08 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 소스Shanghai Baosight Software Co.,Ltd.는 12명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Zhihao WangChina International Capital Corporation LimitedYou You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)Zhaohua WangEverbright Securities Co. Ltd.9명의 분석가 더 보기
공지 • Mar 31Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 21, 2026Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 21, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 361, Meipu Road, Baoshan District, Shanghai China
공지 • Mar 30Shanghai Baosight Software Co.,Ltd. to Report Q1, 2026 Results on Apr 22, 2026Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2026 results on Apr 22, 2026
공지 • Dec 26Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
공지 • Sep 30Shanghai Baosight Software Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
공지 • Jun 30Shanghai Baosight Software Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
공지 • Jun 24Shanghai Baosight Software Co.,Ltd.(SHSE:600845) dropped from Shanghai Stock Exchange 180 Value IndexShanghai Baosight Software Co.,Ltd removed from Shanghai Stock Exchange 180 Value Index.
공지 • Apr 01Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 23, 2025Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 23, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Shanghai China
공지 • Mar 28Shanghai Baosight Software Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
공지 • Jan 22Shanghai Shentong Metro Co.,Ltd. (SHSE:600834) agreed to acquire an additional 15% stake in Shanghai Metro Electronic Technology Co., Ltd. from Shanghai Baosight Software Co.,Ltd. (SHSE:600845) for CNY 24 million.Shanghai Shentong Metro Co.,Ltd. (SHSE:600834) agreed to acquire an additional 15% stake in Shanghai Metro Electronic Technology Co., Ltd. from Shanghai Baosight Software Co.,Ltd. (SHSE:600845) for CNY 24 million on January 20, 2025. A cash consideration of CNY 24 million will be paid by Shanghai Shentong Metro Co.,Ltd. As part of consideration, CNY 24 million is paid towards common equity of Shanghai Metro Electronic Technology Co., Ltd. Upon completion, Shanghai Shentong Metro Co.,Ltd. will own 65% stake in Shanghai Metro Electronic Technology Co., Ltd. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board.
공지 • Dec 27Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 01, 2025Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 01, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.25 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.21 (down from CN¥0.25 in 3Q 2023). Revenue: CN¥3.01b (down 4.1% from 3Q 2023). Net income: CN¥599.4m (down 16% from 3Q 2023). Profit margin: 20% (down from 23% in 3Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
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¥28.51, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 37x in the Software industry in China. Total loss to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥32.99, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 33x in the Software industry in China. Negligible returns to shareholders over past three years.
공지 • Sep 30Shanghai Baosight Software Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.23 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.23 in 2Q 2023). Revenue: CN¥3.35b (up 6.2% from 2Q 2023). Net income: CN¥741.2m (up 12% from 2Q 2023). Profit margin: 22% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공지 • Jun 28Shanghai Baosight Software Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Declared Dividend • Jun 06Dividend of CN¥1.00 announcedShareholders will receive a dividend of CN¥1.00. Ex-date: 12th June 2024 Payment date: 12th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 36% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share is expected to grow by 77% over the next 3 years, which should maintain adequate earnings cover for the dividend.
Reported Earnings • Mar 31Full year 2023 earnings released: EPS: CN¥1.08 (vs CN¥0.93 in FY 2022)Full year 2023 results: EPS: CN¥1.08 (up from CN¥0.93 in FY 2022). Revenue: CN¥12.9b (down 1.8% from FY 2022). Net income: CN¥2.55b (up 17% from FY 2022). Profit margin: 20% (up from 17% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공지 • Mar 30Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 26, 2024Shanghai Baosight Software Co.,Ltd., Annual General Meeting, Apr 26, 2024, at 13:30 China Standard Time. Location: The Company's Meeting Room, Shanghai China
공지 • Mar 29Shanghai Baosight Software Co.,Ltd. to Report Q1, 2024 Results on Apr 24, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report Q1, 2024 results on Apr 24, 2024
공지 • Dec 29Shanghai Baosight Software Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 30, 2024Shanghai Baosight Software Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 30, 2024
Reported Earnings • Oct 21Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.23 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥3.14b (up 17% from 3Q 2022). Net income: CN¥709.4m (up 32% from 3Q 2022). Profit margin: 23% (up from 20% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.23 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.28 (up from CN¥0.23 in 2Q 2022). Revenue: CN¥3.15b (up 28% from 2Q 2022). Net income: CN¥662.8m (up 24% from 2Q 2022). Profit margin: 21% (in line with 2Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공지 • Jun 28Shanghai Baosight Software Co.,Ltd. to Report Q2, 2023 Results on Aug 19, 2023Shanghai Baosight Software Co.,Ltd. announced that they will report Q2, 2023 results at 3:00 PM, China Standard Time on Aug 19, 2023
New Risk • Jun 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.6% 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: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (5.6% increase in shares outstanding).
Reported Earnings • Apr 06Full year 2022 earnings released: EPS: CN¥1.12 (vs CN¥0.94 in FY 2021)Full year 2022 results: EPS: CN¥1.12 (up from CN¥0.94 in FY 2021). Revenue: CN¥13.1b (up 12% from FY 2021). Net income: CN¥2.19b (up 20% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Apr 03Now 22% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be CN¥72.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings is also forecast to grow by 30% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 4 independent directors (7 non-independent directors). Independent Director Yuchang Huang was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.28 (vs CN¥0.26 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.28 (up from CN¥0.26 in 3Q 2021). Revenue: CN¥2.69b (down 4.2% from 3Q 2021). Net income: CN¥538.9m (up 9.9% from 3Q 2021). Profit margin: 20% (up from 18% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.
Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: CN¥0.27 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.27. Revenue: CN¥2.46b (down 9.9% from 2Q 2021). Net income: CN¥535.6m (up 1.2% from 2Q 2021). Profit margin: 22% (up from 19% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 41%, compared to a 32% growth forecast for the Software industry in China.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.30 (vs CN¥0.27 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.30 (up from CN¥0.27 in 1Q 2021). Revenue: CN¥2.50b (up 34% from 1Q 2021). Net income: CN¥455.0m (up 15% from 1Q 2021). Profit margin: 18% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 33% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Yuchang Huang was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 10Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥1.22 (up from CN¥0.88 in FY 2020). Revenue: CN¥1.18t (up CN¥1.17t from FY 2020). Net income: CN¥181.9b (up CN¥180.6b from FY 2020). Profit margin: 16% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.9%. Over the next year, revenue is expected to shrink by 99% compared to a 31% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 39% per year.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.33 (vs CN¥0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥2.81b (up 23% from 3Q 2020). Net income: CN¥490.2m (up 58% from 3Q 2020). Profit margin: 18% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.36 (vs CN¥0.26 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥2.74b (up 29% from 2Q 2020). Net income: CN¥529.1m (up 38% from 2Q 2020). Profit margin: 19% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥72.75, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 34x in the Software industry in China. Total returns to shareholders of 433% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥101 per share.
Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥1.15 (vs CN¥0.78 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥9.52b (up 39% from FY 2019). Net income: CN¥1.30b (up 48% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 35% per year.
Is New 90 Day High Low • Feb 26New 90-day low: CN¥57.07The company is down 5.0% from its price of CN¥59.98 on 27 November 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.37 per share.
Is New 90 Day High Low • Nov 12New 90-day low: CN¥61.63The company is down 9.0% from its price of CN¥67.82 on 14 August 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥9.48 per share.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.24b, up 120% from the prior year. Total revenue was CN¥8.03b over the last 12 months, up 27% from the prior year.
Is New 90 Day High Low • Oct 23New 90-day low: CN¥61.94The company is down 12% from its price of CN¥70.49 on 24 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥6.81 per share.