Board Change • May 20
Less than half of directors are independent Following 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. 6 non-independent directors. Independent Director Xiaoping Ge was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 공시 • Apr 23
Servyou Software Group Co., Ltd., Annual General Meeting, May 14, 2026 Servyou Software Group Co., Ltd., Annual General Meeting, May 14, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China 공시 • Mar 30
Servyou Software Group Co., Ltd. to Report Q1, 2026 Results on Apr 23, 2026 Servyou Software Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026 공시 • Dec 26
Servyou Software Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026 Servyou Software Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026 공시 • Sep 30
Servyou Software Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Servyou Software Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 공시 • Jun 30
Servyou Software Group Co., Ltd. to Report First Half, 2025 Results on Aug 20, 2025 Servyou Software Group Co., Ltd. announced that they will report first half, 2025 results on Aug 20, 2025 공시 • Apr 18
Servyou Software Group Co., Ltd., Annual General Meeting, May 09, 2025 Servyou Software Group Co., Ltd., Annual General Meeting, May 09, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China 공시 • Mar 28
Servyou Software Group Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Servyou Software Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 공시 • Dec 27
Servyou Software Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 18, 2025 Servyou Software Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 18, 2025 Buy Or Sell Opportunity • Oct 30
Now 22% undervalued Over the last 90 days, the stock has risen 9.7% to CN¥28.61. The fair value is estimated to be CN¥36.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 39%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 305% in the next 2 years. Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.036 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.07 (up from CN¥0.036 in 3Q 2023). Revenue: CN¥469.1m (up 7.3% from 3Q 2023). Net income: CN¥27.7m (up 73% from 3Q 2023). Profit margin: 5.9% (up from 3.7% in 3Q 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. Buy Or Sell Opportunity • Oct 09
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 10% to CN¥27.91. The fair value is estimated to be CN¥36.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 43%. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 331% in the next 2 years. New Risk • Oct 09
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.5% net profit margin). 공시 • Sep 30
Servyou Software Group Co., Ltd. to Report Q3, 2024 Results on Oct 25, 2024 Servyou Software Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024 Reported Earnings • Aug 20
Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.14 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.14. Revenue: CN¥451.8m (up 5.7% from 2Q 2023). Net income: CN¥55.5m (flat on 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Buy Or Sell Opportunity • Jul 24
Now 21% undervalued Over the last 90 days, the stock has risen 11% to CN¥25.85. The fair value is estimated to be CN¥32.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 387% in the next 2 years. 공시 • Jun 29
Servyou Software Group Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024 Servyou Software Group Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024 Buy Or Sell Opportunity • May 10
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.3% to CN¥23.94. The fair value is estimated to be CN¥29.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 370% in the next 2 years. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.08 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.08 (in line with 1Q 2023). Revenue: CN¥362.7m (up 9.7% from 1Q 2023). Net income: CN¥32.8m (up 2.4% from 1Q 2023). Profit margin: 9.0% (in line with 1Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Reported Earnings • Apr 18
Full year 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.35 in FY 2022) Full year 2023 results: EPS: CN¥0.21 (down from CN¥0.35 in FY 2022). Revenue: CN¥1.83b (up 7.7% from FY 2022). Net income: CN¥83.4m (down 42% from FY 2022). Profit margin: 4.6% (down from 8.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China. 공시 • Apr 16
Servyou Software Group Co., Ltd., Annual General Meeting, May 08, 2024 Servyou Software Group Co., Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China 공시 • Mar 29
Servyou Software Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Servyou Software Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to CN¥24.62, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 28x in the Software industry in China. New Risk • Jan 28
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.2% 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 High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (8.6% net profit margin). 공시 • Dec 30
Servyou Software Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 16, 2024 Servyou Software Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 16, 2024 Reported Earnings • Oct 18
Third quarter 2023 earnings released: EPS: CN¥0.036 (vs CN¥0.036 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.036 (in line with 3Q 2022). Revenue: CN¥437.4m (up 11% from 3Q 2022). Net income: CN¥16.0m (up 21% from 3Q 2022). Profit margin: 3.7% (up from 3.4% in 3Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. 공시 • Sep 30
Servyou Software Group Co., Ltd. to Report Q3, 2023 Results on Oct 25, 2023 Servyou Software Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 25, 2023 Reported Earnings • Aug 15
Second quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.11 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.14 (up from CN¥0.11 in 2Q 2022). Revenue: CN¥427.3m (up 10% from 2Q 2022). Net income: CN¥55.5m (up 16% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. 공시 • Jun 28
Servyou Software Group Co., Ltd. to Report First Half, 2023 Results on Aug 15, 2023 Servyou Software Group Co., Ltd. announced that they will report first half, 2023 results on Aug 15, 2023 Reported Earnings • Apr 18
Full year 2022 earnings released: EPS: CN¥0.35 (vs CN¥0.60 in FY 2021) Full year 2022 results: EPS: CN¥0.35 (down from CN¥0.60 in FY 2021). Revenue: CN¥1.70b (up 5.8% from FY 2021). Net income: CN¥143.9m (down 38% from FY 2021). Profit margin: 8.5% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Software industry in China. Board Change • Mar 15
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Changjiang Lu 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.