View Financial HealthLinkage Software 배당 및 자사주 매입배당 기준 점검 3/6Linkage Software 수익으로 충분히 충당되는 현재 수익률 1.66% 보유한 배당금 지급 회사입니다.핵심 정보1.7%배당 수익률1.1%자사주 매입 수익률총 주주 수익률2.7%미래 배당 수익률n/a배당 성장률5.5%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향80%최근 배당 및 자사주 매입 업데이트공지 • Sep 06Linkage Software Co., LTD (SHSE:688588) announces an Equity Buyback for CNY 50 million worth of its shares.Linkage Software Co., LTD (SHSE:688588) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 9.6 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.모든 업데이트 보기Recent updates공지 • Apr 29Linkage Software Co., LTD, Annual General Meeting, May 22, 2026Linkage Software Co., LTD, Annual General Meeting, May 22, 2026, at 15:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai China공지 • Mar 30Linkage Software Co., LTD to Report Q1, 2026 Results on Apr 29, 2026Linkage Software Co., LTD announced that they will report Q1, 2026 results on Apr 29, 2026공지 • Dec 26Linkage Software Co., LTD to Report Fiscal Year 2025 Results on Apr 02, 2026Linkage Software Co., LTD announced that they will report fiscal year 2025 results on Apr 02, 2026공지 • Sep 30Linkage Software Co., LTD to Report Q3, 2025 Results on Oct 30, 2025Linkage Software Co., LTD announced that they will report Q3, 2025 results on Oct 30, 2025공지 • Jun 30Linkage Software Co., LTD to Report First Half, 2025 Results on Aug 29, 2025Linkage Software Co., LTD announced that they will report first half, 2025 results on Aug 29, 2025공지 • Apr 18Linkage Software Co., LTD, Annual General Meeting, May 19, 2025Linkage Software Co., LTD, Annual General Meeting, May 19, 2025, at 15:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai China공지 • Mar 28Linkage Software Co., LTD to Report Q1, 2025 Results on Apr 30, 2025Linkage Software Co., LTD announced that they will report Q1, 2025 results on Apr 30, 2025공지 • Dec 27Linkage Software Co., LTD to Report Fiscal Year 2024 Results on Apr 18, 2025Linkage Software Co., LTD announced that they will report fiscal year 2024 results on Apr 18, 2025Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥15.45, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 97x in the Software industry in China. Total returns to shareholders of 31% over the past year.Buy Or Sell Opportunity • Oct 30Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 90% to CN¥12.83. The fair value is estimated to be CN¥10.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 19%.New Risk • Oct 30New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% 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 12% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risks Dividend is not well covered by cash flows (203% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.011 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.011 loss in 3Q 2023). Revenue: CN¥276.1m (up 77% from 3Q 2023). Net income: CN¥113.7m (up CN¥118.0m from 3Q 2023). Profit margin: 41% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue.New Risk • Sep 30New 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 8.2% 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 Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (152% payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).공지 • Sep 30Linkage Software Co., LTD to Report Q3, 2024 Results on Oct 30, 2024Linkage Software Co., LTD announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥8.68, the stock trades at a trailing P/E ratio of 70.7x. Average trailing P/E is 63x in the Software industry in China. Total loss to shareholders of 30% over the past year.New Risk • Sep 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (152% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).공지 • Sep 06Linkage Software Co., LTD (SHSE:688588) announces an Equity Buyback for CNY 50 million worth of its shares.Linkage Software Co., LTD (SHSE:688588) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 9.6 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.공지 • Jun 28Linkage Software Co., LTD to Report First Half, 2024 Results on Aug 30, 2024Linkage Software Co., LTD announced that they will report first half, 2024 results on Aug 30, 2024New Risk • May 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (215% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.6% net profit margin).공지 • Apr 29Linkage Software Co., LTD, Annual General Meeting, May 17, 2024Linkage Software Co., LTD, Annual General Meeting, May 17, 2024, at 10:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai ChinaReported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.35 in FY 2022). Revenue: CN¥696.4m (up 6.4% from FY 2022). Net income: CN¥86.5m (down 39% from FY 2022). Profit margin: 12% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses.공지 • Mar 29Linkage Software Co., LTD to Report Q1, 2024 Results on Apr 30, 2024Linkage Software Co., LTD announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.23, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 77x in the Software industry in China.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.35 in FY 2022). Revenue: CN¥696.4m (up 6.4% from FY 2022). Net income: CN¥86.1m (down 39% from FY 2022). Profit margin: 12% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses.New Risk • Feb 08New 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 7.7% 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: 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 (7.7% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥8.11, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 62x in the Software industry in China.Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.011 loss per share (vs CN¥0.056 profit in 3Q 2022)Third quarter 2023 results: CN¥0.011 loss per share (down from CN¥0.056 profit in 3Q 2022). Revenue: CN¥156.0m (up 6.0% from 3Q 2022). Net loss: CN¥4.31m (down 120% from profit in 3Q 2022).Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.022 (vs CN¥0.052 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.022 (down from CN¥0.052 in 2Q 2022). Revenue: CN¥168.2m (up 3.1% from 2Q 2022). Net income: CN¥8.99m (down 59% from 2Q 2022). Profit margin: 5.3% (down from 13% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Software industry in China.공지 • Jun 28Linkage Software Co., LTD to Report First Half, 2023 Results on Aug 30, 2023Linkage Software Co., LTD announced that they will report first half, 2023 results on Aug 30, 2023Board Change • Jun 15Less 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. 3 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Shuifa Gui 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.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, 688588 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: 688588 6 년 동안만 배당금을 지급해 왔으며 그 이후로 지급액이 증가하지 않았습니다.배당 수익률 vs 시장Linkage Software 배당 수익률 vs 시장688588의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (688588)1.7%시장 하위 25% (CN)0.4%시장 상위 25% (CN)1.9%업계 평균 (Software)0.6%분석가 예측 (688588) (최대 3년)n/a주목할만한 배당금: 688588 의 배당금( 1.66% )은 CN 시장에서 배당금 지급자의 하위 25%( 0.37% )보다 높습니다.고배당: 688588 의 배당금( 1.66% )은 CN 시장에서 배당금 지급자의 상위 25%( 1.87% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 현재 지불 비율 ( 80% )에서 688588 의 지불은 수입으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 47.5% )로 688588 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YCN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/06 14:34종가2026/05/06 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 소스Linkage Software Co., LTD는 4명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Li XiongGuosen Securities Co., Ltd.Jialin JiangIndustrial Securities Co. Ltd.Qian SunIndustrial Securities Co. Ltd.1명의 분석가 더 보기
공지 • Sep 06Linkage Software Co., LTD (SHSE:688588) announces an Equity Buyback for CNY 50 million worth of its shares.Linkage Software Co., LTD (SHSE:688588) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 9.6 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.
공지 • Apr 29Linkage Software Co., LTD, Annual General Meeting, May 22, 2026Linkage Software Co., LTD, Annual General Meeting, May 22, 2026, at 15:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai China
공지 • Mar 30Linkage Software Co., LTD to Report Q1, 2026 Results on Apr 29, 2026Linkage Software Co., LTD announced that they will report Q1, 2026 results on Apr 29, 2026
공지 • Dec 26Linkage Software Co., LTD to Report Fiscal Year 2025 Results on Apr 02, 2026Linkage Software Co., LTD announced that they will report fiscal year 2025 results on Apr 02, 2026
공지 • Sep 30Linkage Software Co., LTD to Report Q3, 2025 Results on Oct 30, 2025Linkage Software Co., LTD announced that they will report Q3, 2025 results on Oct 30, 2025
공지 • Jun 30Linkage Software Co., LTD to Report First Half, 2025 Results on Aug 29, 2025Linkage Software Co., LTD announced that they will report first half, 2025 results on Aug 29, 2025
공지 • Apr 18Linkage Software Co., LTD, Annual General Meeting, May 19, 2025Linkage Software Co., LTD, Annual General Meeting, May 19, 2025, at 15:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai China
공지 • Mar 28Linkage Software Co., LTD to Report Q1, 2025 Results on Apr 30, 2025Linkage Software Co., LTD announced that they will report Q1, 2025 results on Apr 30, 2025
공지 • Dec 27Linkage Software Co., LTD to Report Fiscal Year 2024 Results on Apr 18, 2025Linkage Software Co., LTD announced that they will report fiscal year 2024 results on Apr 18, 2025
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥15.45, the stock trades at a trailing P/E ratio of 36.3x. Average trailing P/E is 97x in the Software industry in China. Total returns to shareholders of 31% over the past year.
Buy Or Sell Opportunity • Oct 30Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 90% to CN¥12.83. The fair value is estimated to be CN¥10.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 19%.
New Risk • Oct 30New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% 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 12% per year over the past 5 years. High level of non-cash earnings (22% accrual ratio). Minor Risks Dividend is not well covered by cash flows (203% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.011 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.011 loss in 3Q 2023). Revenue: CN¥276.1m (up 77% from 3Q 2023). Net income: CN¥113.7m (up CN¥118.0m from 3Q 2023). Profit margin: 41% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue.
New Risk • Sep 30New 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 8.2% 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 Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (152% payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).
공지 • Sep 30Linkage Software Co., LTD to Report Q3, 2024 Results on Oct 30, 2024Linkage Software Co., LTD announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥8.68, the stock trades at a trailing P/E ratio of 70.7x. Average trailing P/E is 63x in the Software industry in China. Total loss to shareholders of 30% over the past year.
New Risk • Sep 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (152% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.4% net profit margin).
공지 • Sep 06Linkage Software Co., LTD (SHSE:688588) announces an Equity Buyback for CNY 50 million worth of its shares.Linkage Software Co., LTD (SHSE:688588) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 9.6 per share. The repurchased shares will be used for employee stock ownership plans or equity incentives. The program will be funded from company's own funds. The program will be valid for 12 months.
공지 • Jun 28Linkage Software Co., LTD to Report First Half, 2024 Results on Aug 30, 2024Linkage Software Co., LTD announced that they will report first half, 2024 results on Aug 30, 2024
New Risk • May 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (215% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.6% net profit margin).
공지 • Apr 29Linkage Software Co., LTD, Annual General Meeting, May 17, 2024Linkage Software Co., LTD, Annual General Meeting, May 17, 2024, at 10:00 China Standard Time. Location: 5F, Building 5, Lane 388, Daduhe Road, Putuo District, Shanghai China
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.35 in FY 2022). Revenue: CN¥696.4m (up 6.4% from FY 2022). Net income: CN¥86.5m (down 39% from FY 2022). Profit margin: 12% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses.
공지 • Mar 29Linkage Software Co., LTD to Report Q1, 2024 Results on Apr 30, 2024Linkage Software Co., LTD announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.23, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 77x in the Software industry in China.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.35 in FY 2022)Full year 2023 results: EPS: CN¥0.22 (down from CN¥0.35 in FY 2022). Revenue: CN¥696.4m (up 6.4% from FY 2022). Net income: CN¥86.1m (down 39% from FY 2022). Profit margin: 12% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses.
New Risk • Feb 08New 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 7.7% 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: 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 (7.7% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥8.11, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 62x in the Software industry in China.
Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.011 loss per share (vs CN¥0.056 profit in 3Q 2022)Third quarter 2023 results: CN¥0.011 loss per share (down from CN¥0.056 profit in 3Q 2022). Revenue: CN¥156.0m (up 6.0% from 3Q 2022). Net loss: CN¥4.31m (down 120% from profit in 3Q 2022).
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.022 (vs CN¥0.052 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.022 (down from CN¥0.052 in 2Q 2022). Revenue: CN¥168.2m (up 3.1% from 2Q 2022). Net income: CN¥8.99m (down 59% from 2Q 2022). Profit margin: 5.3% (down from 13% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Software industry in China.
공지 • Jun 28Linkage Software Co., LTD to Report First Half, 2023 Results on Aug 30, 2023Linkage Software Co., LTD announced that they will report first half, 2023 results on Aug 30, 2023
Board Change • Jun 15Less 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. 3 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Shuifa Gui 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.