View ValuationBeijing Kingsoft Office Software 향후 성장Future 기준 점검 2/6Beijing Kingsoft Office Software (는) 각각 연간 3.1% 및 16.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 2.8% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.1% 로 예상됩니다.핵심 정보3.1%이익 성장률-2.77%EPS 성장률Software 이익 성장33.7%매출 성장률16.2%향후 자기자본이익률17.14%애널리스트 커버리지Good마지막 업데이트04 May 2026최근 향후 성장 업데이트공시 • Jan 05Beijing Kingsoft Office Software, Inc. Provides Earnings Guidance for the Year Ended 31 December 2023Beijing Kingsoft Office Software, Inc. provided earnings guidance for the year ended 31 December 2023. Based on the preliminary estimates of the finance department, it is expected to record an revenue in the amount of RMB 4,368.58 million to RMB 4,794.59 million for the year 2023, which represents an expected year-on-year increase of RMB 483.62 million to RMB 909.63 million, representing a year-on-year increase by a range of 12.45% to 23.41%. It is expected to record a net profit attributable to shareholders of the listed company in the amount of RMB 1,235.47 million to RMB 1,365.51 million for the year 2023, which represents an expected year-on-year increase of RMB 117.94 million to RMB 247.98 million, representing a year-on-year increase by a range of 10.55% to 22.19%. It is expected to record a net profit attributable to shareholders of the listed company after deducting non-recurring profit and loss in the amount of RMB 1,178.00 million to RMB 1,302.00 million, which represents an expected year-on-year increase of RMB 239.15 million to RMB 363.15 million, representing a year-on-year increase by a range of 25.47% to 38.68%.모든 업데이트 보기Recent updatesBoard Change • May 20Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Yi De Ma was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 24Beijing Kingsoft Office Software, Inc., Annual General Meeting, Jun 01, 2026Beijing Kingsoft Office Software, Inc., Annual General Meeting, Jun 01, 2026, at 14:00 China Standard Time. Location: 7F, Building 7, No. 321, Qiandao Ring Road, Tangjiawan Town, Hi-tech Zone, Zhuhai, Guangdong China공시 • Mar 30Beijing Kingsoft Office Software, Inc. to Report Q1, 2026 Results on Apr 24, 2026Beijing Kingsoft Office Software, Inc. announced that they will report Q1, 2026 results on Apr 24, 2026공시 • Dec 26Beijing Kingsoft Office Software, Inc. to Report Fiscal Year 2025 Results on Mar 19, 2026Beijing Kingsoft Office Software, Inc. announced that they will report fiscal year 2025 results on Mar 19, 2026공시 • Sep 30Beijing Kingsoft Office Software, Inc. to Report Q3, 2025 Results on Oct 28, 2025Beijing Kingsoft Office Software, Inc. announced that they will report Q3, 2025 results on Oct 28, 2025공시 • Jun 30Beijing Kingsoft Office Software, Inc. to Report First Half, 2025 Results on Aug 21, 2025Beijing Kingsoft Office Software, Inc. announced that they will report first half, 2025 results on Aug 21, 2025공시 • Jun 24Beijing Kingsoft Office Software, Inc.(SHSE:688111) dropped from Shanghai Stock Exchange 180 Value IndexBeijing Kingsoft Office Software, Inc. has been removed from Shanghai Stock Exchange 180 Value Index .공시 • Jun 06Beijing Kingsoft Office Software, Inc. (SHSE:688111) agreed to acquire remaining 31.98% stake in Beijing Suwell Technology Co., Ltd. from a group of shareholders for approximately CNY 250 million.Beijing Kingsoft Office Software, Inc. (SHSE:688111) agreed to acquire remaining 31.98% stake in Beijing Suwell Technology Co., Ltd. from a group of shareholders for approximately CNY 250 million on June 5, 2025. A cash consideration of CNY 253.69 million will be paid by Beijing Kingsoft Office Software, Inc. As part of consideration, CNY 253.69 million is paid towards common equity of Beijing Suwell Technology Co., Ltd. Upon completion, Beijing Kingsoft Office Software, Inc. will own 100% stake in Beijing Suwell Technology Co., Ltd. The transaction will be financed through equity investment of CNY 253.69 million. As of December 31, 2024, Beijing Suwell Technology Co., Ltd. reported total assets of CNY 418.15 million and total common equity of CNY 271.83 million. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board.공시 • May 14Beijing Kingsoft Office Software, Inc., Annual General Meeting, Jun 04, 2025Beijing Kingsoft Office Software, Inc., Annual General Meeting, Jun 04, 2025, at 14:00 China Standard Time. Location: Taishan Hotel, Beijing China공시 • Mar 28Beijing Kingsoft Office Software, Inc. to Report Q1, 2025 Results on Apr 24, 2025Beijing Kingsoft Office Software, Inc. announced that they will report Q1, 2025 results on Apr 24, 2025공시 • Dec 27Beijing Kingsoft Office Software, Inc. to Report Fiscal Year 2024 Results on Mar 20, 2025Beijing Kingsoft Office Software, Inc. announced that they will report fiscal year 2024 results on Mar 20, 2025Buy Or Sell Opportunity • Nov 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to CN¥276. The fair value is estimated to be CN¥228, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.69 (vs CN¥0.64 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.69 (up from CN¥0.64 in 3Q 2023). Revenue: CN¥1.21b (up 11% from 3Q 2023). Net income: CN¥318.4m (up 8.3% from 3Q 2023). Profit margin: 26% (in line with 3Q 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. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Oct 18Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to CN¥285. The fair value is estimated to be CN¥223, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.공시 • Sep 30Beijing Kingsoft Office Software, Inc. to Report Q3, 2024 Results on Oct 26, 2024Beijing Kingsoft Office Software, Inc. announced that they will report Q3, 2024 results on Oct 26, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥222, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 31x in the Software industry in China. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥232 per share.New Risk • Sep 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 6.8% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥0.77 (vs CN¥0.72 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.77 (up from CN¥0.72 in 2Q 2023). Revenue: CN¥1.19b (up 6.0% from 2Q 2023). Net income: CN¥354.4m (up 6.7% from 2Q 2023). Profit margin: 30% (in line with 2Q 2023). 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 11% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥205, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 29x in the Software industry in China. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥336 per share.Buy Or Sell Opportunity • Jul 01Now 39% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to CN¥205. The fair value is estimated to be CN¥336, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.공시 • Jun 29Beijing Kingsoft Office Software, Inc. to Report First Half, 2024 Results on Aug 31, 2024Beijing Kingsoft Office Software, Inc. announced that they will report first half, 2024 results on Aug 31, 2024Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to CN¥247. The fair value is estimated to be CN¥308, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.공시 • May 08Beijing Kingsoft Office Software, Inc., Annual General Meeting, May 28, 2024Beijing Kingsoft Office Software, Inc., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: Taishan Hotel, Beijing ChinaReported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.79 (vs CN¥0.58 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.79 (up from CN¥0.58 in 1Q 2023). Revenue: CN¥1.23b (up 17% from 1Q 2023). Net income: CN¥367.0m (up 37% from 1Q 2023). Profit margin: 30% (up from 25% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China.공시 • Mar 29Beijing Kingsoft Office Software, Inc. to Report Q1, 2024 Results on Apr 24, 2024Beijing Kingsoft Office Software, Inc. announced that they will report Q1, 2024 results on Apr 24, 2024Buy Or Sell Opportunity • Mar 15Now 21% overvaluedOver the last 90 days, the stock has fallen 10% to CN¥294. The fair value is estimated to be CN¥243, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥2.86 (vs CN¥2.42 in FY 2022)Full year 2023 results: EPS: CN¥2.86 (up from CN¥2.42 in FY 2022). Revenue: CN¥4.56b (up 17% from FY 2022). Net income: CN¥1.32b (up 18% from FY 2022). Profit margin: 29% (in line with FY 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China.공시 • Jan 05Beijing Kingsoft Office Software, Inc. Provides Earnings Guidance for the Year Ended 31 December 2023Beijing Kingsoft Office Software, Inc. provided earnings guidance for the year ended 31 December 2023. Based on the preliminary estimates of the finance department, it is expected to record an revenue in the amount of RMB 4,368.58 million to RMB 4,794.59 million for the year 2023, which represents an expected year-on-year increase of RMB 483.62 million to RMB 909.63 million, representing a year-on-year increase by a range of 12.45% to 23.41%. It is expected to record a net profit attributable to shareholders of the listed company in the amount of RMB 1,235.47 million to RMB 1,365.51 million for the year 2023, which represents an expected year-on-year increase of RMB 117.94 million to RMB 247.98 million, representing a year-on-year increase by a range of 10.55% to 22.19%. It is expected to record a net profit attributable to shareholders of the listed company after deducting non-recurring profit and loss in the amount of RMB 1,178.00 million to RMB 1,302.00 million, which represents an expected year-on-year increase of RMB 239.15 million to RMB 363.15 million, representing a year-on-year increase by a range of 25.47% to 38.68%.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.64 (vs CN¥0.64 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.64 (up from CN¥0.64 in 3Q 2022). Revenue: CN¥1.10b (up 9.4% from 3Q 2022). Net income: CN¥294.0m (flat on 3Q 2022). Profit margin: 27% (down from 29% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China.Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: CN¥0.72 (vs CN¥0.58 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.72 (up from CN¥0.58 in 2Q 2022). Revenue: CN¥1.12b (up 21% from 2Q 2022). Net income: CN¥332.0m (up 24% from 2Q 2022). Profit margin: 30% (in line with 2Q 2022). 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.Board Change • Jul 27Less 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. 10 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Zuotao Chen was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Jun 28Beijing Kingsoft Office Software, Inc. to Report First Half, 2023 Results on Aug 24, 2023Beijing Kingsoft Office Software, Inc. announced that they will report first half, 2023 results on Aug 24, 2023이익 및 매출 성장 예측XSSC:688111 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20289,9163,4305,0993,9671012/31/20278,4952,8753,8673,0701812/31/20267,0632,9022,4712,363163/31/20266,2403,6292,4342,526N/A12/31/20255,9291,8362,4042,502N/A9/30/20255,6721,7842,2542,393N/A6/30/20255,3651,6712,1362,306N/A3/31/20255,1971,6811,9112,077N/A12/31/20245,1211,6452,0212,196N/A9/30/20244,9121,4642,0402,198N/A6/30/20244,7971,4401,9252,090N/A3/31/20244,7301,4171,9032,085N/A12/31/20234,5561,3181,8922,058N/A9/30/20234,3601,1981,4811,682N/A6/30/20234,2661,1971,4181,582N/A3/31/20234,0681,1341,3851,575N/A12/31/20223,8851,1181,4271,603N/A9/30/20223,7031,0061,3891,519N/A6/30/20223,5061,0121,5311,720N/A3/31/20223,3759851,6571,790N/A12/31/20213,2801,0411,7151,864N/A9/30/20213,1301,1311,7741,910N/A6/30/20212,9101,0701,7571,824N/A3/31/20212,6621,0751,5321,611N/A12/31/20202,2618781,4591,514N/A9/30/20202,0417911,1081,148N/A6/30/20201,810611837900N/A3/31/20201,667463665721N/A12/31/20191,580401N/A586N/A9/30/20191,425305N/A473N/A6/30/20191,320275N/A433N/A3/31/20191,166267N/A354N/A12/31/20181,130311N/A418N/A12/31/2017753214N/A347N/A12/31/2016543130N/A138N/A12/31/2015394-145N/A55N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688111 의 연간 예상 수익 증가율(3.1%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 688111 의 연간 수익(3.1%)이 CN 시장(27%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 688111 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 688111 의 수익(연간 16.2%)이 CN 시장(연간 16%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 688111 의 수익(연간 16.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688111의 자본 수익률은 3년 후 17.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 03:22종가2026/05/22 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 Kingsoft Office Software, Inc.는 27명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Boris VanBernsteinHuiqun LiBofA Global ResearchYan Jing WuChina Galaxy Securities Co., Ltd.24명의 분석가 더 보기
공시 • Jan 05Beijing Kingsoft Office Software, Inc. Provides Earnings Guidance for the Year Ended 31 December 2023Beijing Kingsoft Office Software, Inc. provided earnings guidance for the year ended 31 December 2023. Based on the preliminary estimates of the finance department, it is expected to record an revenue in the amount of RMB 4,368.58 million to RMB 4,794.59 million for the year 2023, which represents an expected year-on-year increase of RMB 483.62 million to RMB 909.63 million, representing a year-on-year increase by a range of 12.45% to 23.41%. It is expected to record a net profit attributable to shareholders of the listed company in the amount of RMB 1,235.47 million to RMB 1,365.51 million for the year 2023, which represents an expected year-on-year increase of RMB 117.94 million to RMB 247.98 million, representing a year-on-year increase by a range of 10.55% to 22.19%. It is expected to record a net profit attributable to shareholders of the listed company after deducting non-recurring profit and loss in the amount of RMB 1,178.00 million to RMB 1,302.00 million, which represents an expected year-on-year increase of RMB 239.15 million to RMB 363.15 million, representing a year-on-year increase by a range of 25.47% to 38.68%.
Board Change • May 20Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Yi De Ma was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 24Beijing Kingsoft Office Software, Inc., Annual General Meeting, Jun 01, 2026Beijing Kingsoft Office Software, Inc., Annual General Meeting, Jun 01, 2026, at 14:00 China Standard Time. Location: 7F, Building 7, No. 321, Qiandao Ring Road, Tangjiawan Town, Hi-tech Zone, Zhuhai, Guangdong China
공시 • Mar 30Beijing Kingsoft Office Software, Inc. to Report Q1, 2026 Results on Apr 24, 2026Beijing Kingsoft Office Software, Inc. announced that they will report Q1, 2026 results on Apr 24, 2026
공시 • Dec 26Beijing Kingsoft Office Software, Inc. to Report Fiscal Year 2025 Results on Mar 19, 2026Beijing Kingsoft Office Software, Inc. announced that they will report fiscal year 2025 results on Mar 19, 2026
공시 • Sep 30Beijing Kingsoft Office Software, Inc. to Report Q3, 2025 Results on Oct 28, 2025Beijing Kingsoft Office Software, Inc. announced that they will report Q3, 2025 results on Oct 28, 2025
공시 • Jun 30Beijing Kingsoft Office Software, Inc. to Report First Half, 2025 Results on Aug 21, 2025Beijing Kingsoft Office Software, Inc. announced that they will report first half, 2025 results on Aug 21, 2025
공시 • Jun 24Beijing Kingsoft Office Software, Inc.(SHSE:688111) dropped from Shanghai Stock Exchange 180 Value IndexBeijing Kingsoft Office Software, Inc. has been removed from Shanghai Stock Exchange 180 Value Index .
공시 • Jun 06Beijing Kingsoft Office Software, Inc. (SHSE:688111) agreed to acquire remaining 31.98% stake in Beijing Suwell Technology Co., Ltd. from a group of shareholders for approximately CNY 250 million.Beijing Kingsoft Office Software, Inc. (SHSE:688111) agreed to acquire remaining 31.98% stake in Beijing Suwell Technology Co., Ltd. from a group of shareholders for approximately CNY 250 million on June 5, 2025. A cash consideration of CNY 253.69 million will be paid by Beijing Kingsoft Office Software, Inc. As part of consideration, CNY 253.69 million is paid towards common equity of Beijing Suwell Technology Co., Ltd. Upon completion, Beijing Kingsoft Office Software, Inc. will own 100% stake in Beijing Suwell Technology Co., Ltd. The transaction will be financed through equity investment of CNY 253.69 million. As of December 31, 2024, Beijing Suwell Technology Co., Ltd. reported total assets of CNY 418.15 million and total common equity of CNY 271.83 million. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board.
공시 • May 14Beijing Kingsoft Office Software, Inc., Annual General Meeting, Jun 04, 2025Beijing Kingsoft Office Software, Inc., Annual General Meeting, Jun 04, 2025, at 14:00 China Standard Time. Location: Taishan Hotel, Beijing China
공시 • Mar 28Beijing Kingsoft Office Software, Inc. to Report Q1, 2025 Results on Apr 24, 2025Beijing Kingsoft Office Software, Inc. announced that they will report Q1, 2025 results on Apr 24, 2025
공시 • Dec 27Beijing Kingsoft Office Software, Inc. to Report Fiscal Year 2024 Results on Mar 20, 2025Beijing Kingsoft Office Software, Inc. announced that they will report fiscal year 2024 results on Mar 20, 2025
Buy Or Sell Opportunity • Nov 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to CN¥276. The fair value is estimated to be CN¥228, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.69 (vs CN¥0.64 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.69 (up from CN¥0.64 in 3Q 2023). Revenue: CN¥1.21b (up 11% from 3Q 2023). Net income: CN¥318.4m (up 8.3% from 3Q 2023). Profit margin: 26% (in line with 3Q 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. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Oct 18Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to CN¥285. The fair value is estimated to be CN¥223, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
공시 • Sep 30Beijing Kingsoft Office Software, Inc. to Report Q3, 2024 Results on Oct 26, 2024Beijing Kingsoft Office Software, Inc. announced that they will report Q3, 2024 results on Oct 26, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥222, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 31x in the Software industry in China. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥232 per share.
New Risk • Sep 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 6.8% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥0.77 (vs CN¥0.72 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.77 (up from CN¥0.72 in 2Q 2023). Revenue: CN¥1.19b (up 6.0% from 2Q 2023). Net income: CN¥354.4m (up 6.7% from 2Q 2023). Profit margin: 30% (in line with 2Q 2023). 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 11% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥205, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 29x in the Software industry in China. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥336 per share.
Buy Or Sell Opportunity • Jul 01Now 39% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to CN¥205. The fair value is estimated to be CN¥336, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
공시 • Jun 29Beijing Kingsoft Office Software, Inc. to Report First Half, 2024 Results on Aug 31, 2024Beijing Kingsoft Office Software, Inc. announced that they will report first half, 2024 results on Aug 31, 2024
Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to CN¥247. The fair value is estimated to be CN¥308, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
공시 • May 08Beijing Kingsoft Office Software, Inc., Annual General Meeting, May 28, 2024Beijing Kingsoft Office Software, Inc., Annual General Meeting, May 28, 2024, at 14:00 China Standard Time. Location: Taishan Hotel, Beijing China
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.79 (vs CN¥0.58 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.79 (up from CN¥0.58 in 1Q 2023). Revenue: CN¥1.23b (up 17% from 1Q 2023). Net income: CN¥367.0m (up 37% from 1Q 2023). Profit margin: 30% (up from 25% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China.
공시 • Mar 29Beijing Kingsoft Office Software, Inc. to Report Q1, 2024 Results on Apr 24, 2024Beijing Kingsoft Office Software, Inc. announced that they will report Q1, 2024 results on Apr 24, 2024
Buy Or Sell Opportunity • Mar 15Now 21% overvaluedOver the last 90 days, the stock has fallen 10% to CN¥294. The fair value is estimated to be CN¥243, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥2.86 (vs CN¥2.42 in FY 2022)Full year 2023 results: EPS: CN¥2.86 (up from CN¥2.42 in FY 2022). Revenue: CN¥4.56b (up 17% from FY 2022). Net income: CN¥1.32b (up 18% from FY 2022). Profit margin: 29% (in line with FY 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China.
공시 • Jan 05Beijing Kingsoft Office Software, Inc. Provides Earnings Guidance for the Year Ended 31 December 2023Beijing Kingsoft Office Software, Inc. provided earnings guidance for the year ended 31 December 2023. Based on the preliminary estimates of the finance department, it is expected to record an revenue in the amount of RMB 4,368.58 million to RMB 4,794.59 million for the year 2023, which represents an expected year-on-year increase of RMB 483.62 million to RMB 909.63 million, representing a year-on-year increase by a range of 12.45% to 23.41%. It is expected to record a net profit attributable to shareholders of the listed company in the amount of RMB 1,235.47 million to RMB 1,365.51 million for the year 2023, which represents an expected year-on-year increase of RMB 117.94 million to RMB 247.98 million, representing a year-on-year increase by a range of 10.55% to 22.19%. It is expected to record a net profit attributable to shareholders of the listed company after deducting non-recurring profit and loss in the amount of RMB 1,178.00 million to RMB 1,302.00 million, which represents an expected year-on-year increase of RMB 239.15 million to RMB 363.15 million, representing a year-on-year increase by a range of 25.47% to 38.68%.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.64 (vs CN¥0.64 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.64 (up from CN¥0.64 in 3Q 2022). Revenue: CN¥1.10b (up 9.4% from 3Q 2022). Net income: CN¥294.0m (flat on 3Q 2022). Profit margin: 27% (down from 29% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China.
Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: CN¥0.72 (vs CN¥0.58 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.72 (up from CN¥0.58 in 2Q 2022). Revenue: CN¥1.12b (up 21% from 2Q 2022). Net income: CN¥332.0m (up 24% from 2Q 2022). Profit margin: 30% (in line with 2Q 2022). 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.
Board Change • Jul 27Less 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. 10 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Zuotao Chen was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Jun 28Beijing Kingsoft Office Software, Inc. to Report First Half, 2023 Results on Aug 24, 2023Beijing Kingsoft Office Software, Inc. announced that they will report first half, 2023 results on Aug 24, 2023